Financial Choices Matter

Most retirees take their required minimum distributions (RMDs) in cash without realizing there's another option that might offer more long-term value. In this episode, Charles high...

April was a volatile month, and if you’re feeling the pressure, you’re not alone. But how we respond in moments like this often has roots in the crashes we’ve lived through before....

What if you could be held financially responsible for your parents' unpaid medical or long-term care bills? It’s not a theoretical question- in 25 U.S. states, filial support laws ...

Ever wondered how members of Congress manage to grow their wealth while in office? In this episode, Charles Scott dives into the controversial topic of investing like politicians. ...

In this episode of Financial Choices Matter, Charles and Marc dive into the top fears that have been gripping Americans for years according to a recent Chapman University study. Fr...

According to a 2024 Gallup poll, 74% of retired Americans have enough money to live comfortably- and no, you don’t need to be a millionaire to get there. But there are some mistake...

In today’s episode, we’re playing a little game of what are the odds? For example, do you know the chances of being in a house fire, or having your car totaled? What about the like...

As we wrap up the whirlwind that was 2024, many of you at home may be reflecting on the past year- both personally and as a whole. While you’re in that reflective mindset, it’s the...

In this episode of Financial Choices Matter, Charles recounts a time when he and Sheri helped two sisters navigate a tough financial situation. After watching one of Charles’ webin...

Inflation is one of those financial topics that can feel elusive and often misunderstood. Despite recent reports showing a decline in Consumer Price Index (CPI) numbers, many of us...

Obviously, we all have to pay taxes. But, depending on income levels, some people are paying more into the system than others. In this episode, Charles breaks down exactly who is p...

Think of your financial future like a jigsaw puzzle. Each piece- whether it's taxes, insurance, retirement accounts, or estate planning- represents a critical part of your financia...