Re-Engineering Your Finances Podcast

Is Your Retirement Plan Out of Tune?

Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune in their financial plan.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

Should You Put Off That Decision?

Let’s talk about some of the financial matters that people that people tend to push off to a later date. Is it good or bad to put these things off? Or does it depend on the situation?

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

Just What The Financial Doctor Ordered

So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

Retirement Plan Customization Is King

Most people understand that a customized retirement plan is much better than a one-size-fits-all approach. And yet, most people don’t have a plan that’s truly customized. Let’s talk about some of the things that need to be considered if you’re going to build a truly customized plan.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

Mailbag: When Should You Seek Help From A Financial Advisor?

We answer some listener questions on today’s show. We’ll discuss where you should save your money if interest rates go up, when to consult a financial advisor if money is straining your relationship, and how longevity factors into your social security strategy.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

5 Things You Must Know About Decumulation To Retire Successfully

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, howto guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

It’s Not Your Father’s Retirement

If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

Learning Through Uncommon Sense

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

Listening To The Money Doctor

If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

Do Retirees Really Need Life Insurance?

Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

Financial Fact Or Fiction?

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.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

Are You Flirtin’ With (Financial) Disaster?

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

Launching Your Financial Campaign

If you had to be elected in order to be a financial advisor, let’s talk about some of the bedrock principles that you’d probably want to campaign on.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

This Is Why You Never Assume

We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today's show.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

How Women Can Make Sure They’re Involved In Financial Decisions

A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this is a bad idea because one day you might become the lead decision maker. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

2021 Tax Tips Recap

As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

5 Important Retirement Statistics Worth Understanding

Sometimes numbers, figures and stats can go in one ear and out the other. But on this episode, we’ll break down 5 important statistics that are worth taking a moment to understand. They’ll underscore some very real problems people face when prepping for retirement. We’ll explore those problems and talk about possible solutions.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

Financial Literacy: What Are The Three Qualities Of Money?

If you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities. It’s really quite basic, but understanding these fundamentals can make an enormous difference in your financial life.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

Answering Your Questions About Housing, Variable Annuities, Social Security & More

It's a mailbag edition of Re-Engineering Your Finances and on this episode we'll cover lots of your questions about refinancing a mortgage, flipping houses, social security, advisor designations, and much more.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

Understanding The Different Types Of Risk

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.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

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