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Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes:  1:21 - How Would Charles Would Advise Warren Buffett 4:53 - Your Social Security Is Taxable 6:05 - Taxes Will Likely Be Lower in Retirement 9:05 - Term Life Insurance Is Better Than Whole Life Insurance 11:14 - Medicare Will Cover Most Of Your Needs In Retirement 13:27 - The Older We Get, We Should Shift From Stocks To Bonds 17:34 - Mailbag: Andy Asks How Much Of Your Portfolio Is It OK To Have In One Stock

By ignoring the simplest fixes in your financial plan, you could be setting yourself up for a potential disaster. Don't wait until it's too late to make these changes. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes:  1:16 - Charles Shares His Picks For March Madness On The Men’s And Women’s Sides 3:04 - The Risk Of Having Out Of Date Legal Documents 5:06 - Not Correcting Beneficiary Designations 7:35 - Avoiding Tax Problems Of The Future 11:00 - Not Having A Plan For Long-Term Care Expenses 14:27 - Getting To Know You: What Is The Luckiest Thing That Has Ever Happened To You?

Let’s step into the classroom again to cover some financial buzzwords. Are these important to know? What are they? How do they impact you? We’ll answer those questions and more as we always look to educate you a little bit on the show. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes:  1:16 - Getting To Know: Favorite Restaurant? 3:07 - Main Topic: The Financial Dictionary 3:19 - The Go-Go Years  4:55 - The High-Yield Bond/Junk Bond 7:08 - Index Fund 9:36 - Mailbag: Erin Asks About Financial Advisors Who Works Exclusively With High Net Worth Clients

We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today's show. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes:  1:07 - Headline: General Motors Selling Only Electric Vehicles By 2035 4:42 - Main Topic: Never Make Assumptions 5:16 - I’ll Spend Less In Retirement 8:08 - My Taxes Will Be Lower In Retirement 10:19 - Helping Children 13:01 - I’ll Never Be Able To Retire 16:01 - Boe Asks If He Can Leave His Entire 401(k) To His Son

We run through the laundry list of top concerns that many retirees and pre retirees have. Charles discusses how he address them and what is the underlying theme that is causing those concerns. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes:  2:04 - Main Topic: Client Concerns 2:17 - What Are Some Top Concerns? 4:01 - Dog Analogy 8:00 - Wall Street Has Set Low Expectations 14:00 - Elon Musk’s Recent Rise In Wealth

What’s the most interesting thing in the investment world? We talk about the concept of innovation causing disruption in various industries, what that means and why it might be something worth paying attention to. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes:  1:46 - Main Topic: Innovation Causing Disruption 3:22 - Ecommerce 5:53 - Interesting Statistics 11:21 - People Don’t Like Change

Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google? Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes:  2:13 - Main Topic: Retirement Statistics 2:30 - 17% Of American Workers Are Confident They Can Retire 5:04 - The Average 65 Year Old Woman Has A Life Expectancy Of 20.7 More Years 8:00 - 16.5% Of Our Country’s Population Is 65+ 11:09 - The Average Retiree Faces Around 300K Of Out Of Pocket Medical Expenses 12:39 - 20% Of People Have Had A Written Plan Done 16:12 - Getting To Know: Who Besides Your Parents, Taught You The Most About Life?

Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google? Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes:  2:01 - Main Topic: Where All My Financial Knowledge Comes From 2:35 - Financial Celebrities 6:39 - Best Financial Books 9:34 - Family Members 10:26 - What Got Charles Into The Financial Realm? 11:38 - Is Technology Helping, Or Hurting? 13:44 - Favorite Economist? 15:46 - Diana Asks If Life Insurance Is A Legitimate Retirement Strategy

There are many more risks to guard against in retirement planning than most people realize. Let’s explore some of the planning risks we all face and how to prepare for them. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes:  1:38 - Main Topic: The Different Types Of Risk 2:17 - Market Risk 3:29 - Inflation Risk 5:01 - Tax Rate Risk 5:44 - Longevity Risk 10:04 - Mailbag: Ellen Asks If She Should Refinance Her Mortgage 15:24 - Getting To Know You: How Did You Decide On Your Children’s Names?

Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes:  2:40 - Main Topic: End Of Year Planning 2:55 - Should We Be Maxing Out Our Retirement Contributions? 3:48 - Reviewing The CARES Act 5:04 - Tax-Loss Harvesting 5:33 - Evaluating Tax-Deductible Charitable Contributions 7:45 - Roth Conversions 10:05 - What’s A CFP & RIA? 14:07 - Mailbag: What’s Your Opinion On Flipping Houses As An Investment Strategy?

Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes:  1:29 - Main Topic: Retirement Preparedness Quiz 1:58 - Do You Know How Much You Have? 3:46 - Do You Know How Much You Spend? 6:05 - Do You Know How Much Risk You Have? 10:20 - Do You Know What You’re Paying In Fees? 12:44 - Do You Know What Your Retirement Income Streams Will Look Like? 16:30 - Getting To Know You: What’s Something You Look Back On And Say, “What Was I Thinking?”

If you look up quotes about diversification from famous investors, you might come across one from renowned investor Warren Buffet that will certainly raise your eyebrows. It goes, “Diversification is protection against ignorance. It makes little sense if you know what you are doing.” Yet, we’ve always heard about diversification being one of the keys to success for retirement planning. How can these seemingly different ideas both be right? Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes:  1:29 - Main Topic: Is Diversification For Suckers? 2:33 - How Does The Average Person Usually Define Diversification? 4:40 - Charles’ Perspective On Diversification 7:00 - How Much Does Charles See The Average Investor Placing An Emphasis On Diversification 8:00 - Is It Possible To Be Too Diversified? 11:58 - Mailbag: Diane Asks About Self-Insuring For Long-Term Care

This episode is all about addressing the most frequently asked questions about 401(k)s. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes:  1:30 - Main Topic: 401(K) FAQs 1:49 - Taking A 401(K) Loan 4:13 - Roth Option 6:15 - Finding The Right Advisor 10:52 - Mailbag: Sally Asks If She Is Eligible For Half Of Her Ex-Husband’s Social Security Benefit

People often overlook the estate planning side of preparing for retirement. There are a lot of misunderstandings about trusts and wills and the roles they play in the equation. On this episode, we’ll explore some of the critical questions you should ask about these strategies as you prepare for retirement. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes:  1:29 - Main Topic: Wills & Trusts 2:03 - Why Are Wills & Trusts Important? 3:52 - How Do You Know If A Will Or Trust Is Right For You? 5:00 - A Will Doesn’t Mean You Won’t Avoid Probate 5:49 - Is A Trust Just For Money? 7:28 - How Much Do They Cost? 8:31 - What Role Does An Advisor Play When Considering These Options? 10:32 - Mailbag: Ian Asks If His Long-Term Care Policy Has Enough Coverage

I could not be more excited about this show. I asked Merlijn to come on the show and speak to what he knows on this subject and below is what he sent me when I asked what energy he felt this show was.. Below is what he sent.  I dont know about any of you all but I AM totally showing up to this amazing possibility!!!  “Kindness is Magic.   Being Kind with Yourself and Loved Ones who have passed away.  Taking your co­existence with your family beyond into perceiving, knowing, being and receiving.  What would it be like to care for and take care of family and loved ones, after they have left their body? What if they don’t die when their bodies die?  What if you can still include their being and spirit in your life?  And where are you already doing that?  How are you with your family right now? Are you relating or creating?  How are you with the family members that have passed away? Are you relating or creating?  It’s one thing to care for people when they still have their body, whether they are healthy or diseased. It’s another thing to care for them when they have left their body and still have all the energetic patterning, that will keep on creating their existence as a being.  What gets created when you refuse to be aware of ‘family ghosts’?  Can it affect your psychologic and physical health?  We take along family relationships, points of view, experiences and commitments from body to body and everything in between…  What it is like to help them clear the left­overs of medication, trauma, emotions and disease that life might have caused them?  What is it like to develop and create a relationship ­creationship­ with them psychologically, without them having a body? How would that affect you whole life?  And for yourself, when you will leave your current body: what is possible if you get clear now? So you have more choice as an infinite being and so you have choice to leave your body when you choose to do so? Without dis­ease or no­ choice?”  Well…its so beautifully said..I have nothing to add other than you wouldn’t choose to play with us on this show for what reason?? I’m just sayin…   Contact Phone Number: +31 6 47510440 Contact Email: merlijn@handsonaccess.nl Website: www.merlijnwolsink.nl Skype Name: merlijnw Social Media Links:  www.facebook.com/merlijnwolsink www.youtube.com/user/merlijnwolsink www.instagram.com/merlijnwolsink www.twitter.com/merlijnwolsink

My dog can only handle one stressful trigger at a time, when we hit 2 my dog begins to lose it and at 3 triggers my dog falls apart? What is Trigger Stacking?  How can I help my dog behave when faced with multiple stress triggers with ease? How can I behave when my dog is faced with multiple stress triggers?  Ana Melara, CPDT-KA Ana has been working with dogs and their families for almost 2 decades, originally in NYC and for more than 13 years here in Colorado. She is a Certified Professional Dog Trainer and member of the (APDT) Association of Pet Dog Trainers and a member of (IAABC) International Association of Animal Behavior Consultants. She is a Canine Good Citizen evaluator. She keeps herself current by attending various workshops, seminars and conferences. Her training techniques are founded on praise-based, dog-friendly methods, and a fundamental belief that, as their guardians, we are responsible for their well-being and training. Whether she is teaching basic manners, agility, puppy socialization, potty training or addressing a dog’s aggression issues, Ana stresses to all of her human clients the profound importance that their gentle leadership plays in their dog’s training. Ana also donates her time and services to various rescue organizations in the Denver Metro Area. • Contact Phone Number: 303-238-DOGS(3647) • Contact Email: info@trainingwithgrace.com • Website: www.TrainingWithGrace.com Empowering people to know what they know about their animals. Dr. Andi works with the energy/force/information in animals bodies to allow for magical changes that are possible for each one.  This information allows owners to make different choices about the care of their animals from puppy classes to yearly vaccinations and to senior care and beyond.   What if their is a time and a place for every kind of treatment from homeopathy to energy work  to surgical intervention to traditional medicine to diet changes? With the current shift in how we view animals in our lives, often being our children, have you noticed that the information has become overwhelming as to what a parent should do….what if the “should” could go away, and we could function from what will work for each animal and the family they live with. Join Dr. Andi each week for more magical possibilities for you and your animals. www.HarpersRidge.com DrAndi@HarpersRidge.com 303-518-3688

Show Guest: Marlene Watson-Tara Macrobiotic counselor, author, health educator: marlenewatsontara.com In the early 80’s Marlene worked for many years in Sales and Marketing; in FMCG with Trebor U.K, The Glasgow Herald Newspaper, Scottish Agent for Reebok where she had much success. Marlene is a life-long advocate of health and wellness, a visionary pioneer and food educator whose mission is to make a breakthrough and bring vegetarian/vegan cooking mainstream via the T.V. Networks. The founder of Academy of Wellness, she has taught and developed many programmes and workshops in her free time and has created hundreds of organic vegetarian/vegan recipes which are in her current book ‘Macrobiotics for all Seasons’. Marlene is at present teaching natural foods cooking classes and lecturing on how to achieve great health and longevity by eating a wholefoods plant based diet. She writes articles for Yoga & Health Magazine and Yoga Magazine.Marlene is a lover of animals, nature and life and passionate about human ecology. Teaching to the masses the subject of 'diet and the development of disease' is her focus. As an eternal optimist, increasing the number of vegetarians from 600million to over 1 billion and beyond is a vision she is actively involved with.As a teacher of the chiball method, Marlene teaches and incorporates Yoga, Tai Chi, Pilates, Chi Ball, and deep relaxation into her daily life and has worked with thousands of clients seeking to revitalize their lives through the philosophy of a wholefoods diet and exercise. Contact Phone Number: 0044 1355 702820 Contact Email: marlenewt@hotmail.co.uk Website: www.marlenewatsontara.com Skype Name: Marlene19572 Social Media Links: https://www.facebook.com/marlene.watsontara https://www.facebook.com/WeightLossNaturesWay https://twitter.com/marlenewt http://www.linkedin.com/profile/view?id=93319065&trk=nav_responsive_tab_profile