Offline dengan aplikasi Player FM !
The Retirement Planning “Aha” Moment
Manage episode 438336180 series 2367654
Ever had that “light bulb” moment when everything just clicks? Retirement planning is full of them. Charles has had many clients experience these moments of clarity throughout the planning process, one of which he’s going to share with us today.
If you're ready to experience your own "aha" moment and take control of your retirement planning, reach out to Charles Scott and his team at Pelleton Capital Management.
Here’s some of what we discuss in this episode:
0:00 – Intro
0:34 – A memorable client experience
2:42 – What is the “aha” moment?
5:36 – Intellectually and emotionally owning your plan
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
112 episode
Manage episode 438336180 series 2367654
Ever had that “light bulb” moment when everything just clicks? Retirement planning is full of them. Charles has had many clients experience these moments of clarity throughout the planning process, one of which he’s going to share with us today.
If you're ready to experience your own "aha" moment and take control of your retirement planning, reach out to Charles Scott and his team at Pelleton Capital Management.
Here’s some of what we discuss in this episode:
0:00 – Intro
0:34 – A memorable client experience
2:42 – What is the “aha” moment?
5:36 – Intellectually and emotionally owning your plan
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
112 episode
Semua episode
×Selamat datang di Player FM!
Player FM memindai web untuk mencari podcast berkualitas tinggi untuk Anda nikmati saat ini. Ini adalah aplikasi podcast terbaik dan bekerja untuk Android, iPhone, dan web. Daftar untuk menyinkronkan langganan di seluruh perangkat.