In today's episode, we're taking it back to the basics to start 2024 on the right foot. Listen in as we cover the 5 crucial parts of financial planning. From understanding income and expenses to risk management, we'll cover the pillars that make up a comprehensive plan.

Show Notes:

0:48 - Main Topic: 5 Part To Financial Planning 2:00 - Income 4:41 - Tax Planning 8:22 - Estate Planning 11:10 - Investment Planning 14:44 - Risk Management 18:12 - Mailbag: Carl Asks About Selling Land

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

In today's episode, we're focusing on a critical aspect of retirement planning: healthcare costs. How well-prepared are you to handle medical expenses after you retire? We'll discuss everything from Medicare complexities to strategies for managing unexpected health-related expenses. Tune in as we break down the essentials of healthcare financial planning for retirees.

Show Notes:

0:45 - Main Topic: Strategic Planning for Retiree Healthcare

1:55 - Misconceptions

4:35 - Major healthcare related expenses

9:36 - Long term care insurance

13:59 - Mailbag: Jenny asks what she should do with her raise

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

There's a lot going on in the financial industry. In today's episode, Charles is going to address some of the things that are driving him crazy in the community, from the plethora of confusing financial designations to the lack of attention given to long-term care planning. At the end of the episode, Charles answers a listener question about combining finances and discusses the importance of financial communication in a relationship.

Show Notes:

1:05 - Main Topic: What’s Buggin’ Charles? 1:54 - Designations 6:11 - Not Enough Emphasis On Long Term Care Conversations 17:54 - Mailbag: Valerie Asks For Advice On Combining Finances

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/