Pelleton Capital Management

06/16/2025

Over the past 20 years, general inflation has increased costs by about 71%. But healthcare expenses have soared even higher...

06/14/2025

Understanding RMD rules is key to avoiding penalties and managing your taxes and retirement income effectively.

06/13/2025

Did you know you don’t have to take your Required Minimum Distributions (RMDs) in cash? 🤔

There's a lesser-known strategy called taking RMDs "in-kind," -where you move investments like stocks out of your IRA without selling them. This can reset your cost basis and potentially reduce future taxes!

Tune into Financial Choices Matter this week as we break down:

✅ How the in-kind RMD strategy works
✅ Who can benefit the most from this tactic
✅How it compares to Roth conversions during market dips

Watch now to learn more: https://pelletoncapital.com/podcasts/taking-rmds-in-kind-what-it-means-and-who-it-helps

05/14/2025

The right strategy doesn’t need a rewrite because it's built to adapt. Don't overreact when the markets get noisy.

05/11/2025

Think you know what the market will do tomorrow? No one does.

05/08/2025

📉 April brought volatility and some fear. But before you make any rash decisions, take a breath!

This week on the podcast, Charles breaks down what past market meltdowns can teach us about today’s chaos. We'll explore how staying calm, diversified, and historically grounded can lead to smarter choices 👇

🎧 Don’t let headlines hijack your plan- watch or listen now to refocus on what actually drives long-term success: https://youtu.be/kQjk0CFhHNk

04/15/2025

Did you know you could be legally responsible for your parents’ debt in some states due to filial laws?

04/12/2025

Predictions, Outlooks, Opinions, Forecasts — put them together and what do you get? P**F. That’s about how reliable most financial media noise is.

04/11/2025

Could YOU be held responsible for your parents’ medical bills?

In this new episode, Charles explains filial support laws- a little-known legal rule that may be coming back in a big way.

📌 We'll cover:

⚖️ What filial laws are & where they apply
🛡️ Modern long-term care insurance options
🧩 Why planning ahead is more important than ever

🎧 Tune into this new episode now!

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. state...

03/18/2025

Being a fiduciary isn’t just a title- it’s a commitment. No exceptions.

03/16/2025

Did you know there are ETFs that track how politicians invest? The NANC ETF follows Democratic trades (named after Nancy Pelosi), while KRUZ tracks Republican picks (named after Ted Cruz).

03/14/2025

Ever wondered how politicians grow their wealth while in office?

In this week's podcast episode, Charles dives into the controversial world of political investing- from ETFs like NANC & KRUZ to the shady history of insider trading in Congress.🧐📊

We’re breaking down:

📈 The ETFs tracking congressional trades
📊 Pelosi vs. Cruz- which portfolio wins?
🤔 Should you invest like a politician?

Join us for an interesting discussion that will definitely make you think!

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 inves...