Re-Engineering Your Finances Podcast

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

A 5 Question Retirement Preparedness Quiz

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.

Important Links:

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

Call: 610-388-7705

Are Variable Annuities The Lima Beans Of The Financial World?

We all have that food we just can’t stomach. Maybe lima beans. Stinky cheese. Liver. Kool-Aid pickles. You get the idea. If there is any product in the financial world that’s like one of these much-maligned meals it has to be the variable annuity. It “gets hated on” by seemingly everyone who calls themselves a retirement planner. Why is that? And just like there’s always a couple of people who like pineapple pizza, is there ever a situation where a variable annuity could be an attractive delicacy for an investor?

Important Links:

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

Call: 610-388-7705

Is Diversification For Suckers?

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?

Important Links:

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

Call: 610-388-7705

The 401(k) FAQs

This episode is all about addressing the most frequently asked questions about 401(k)s.

Important Links:

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

Call: 610-388-7705

Following The Financial Commandments

On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.

Important Links:

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

Call: 610-388-7705

Hindsight Is 20/20

Just like any decision in life, making financial choices would be a lot easier with the benefit of hindsight. Let’s talk about some of the things we might hear from people who wish they’d done things differently after looking in the rear view mirror.

Important Links:

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

Call: 610-388-7705

Obsolete Retirement Planning Ideas

Just like your iPhone or your computer can become obsolete and need to be replaced, the way that some people think about retirement is obsolete and needs to be replaced. Let’s talk about some outdated ideas that people still cling to.

Important Links:

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

Call: 610-388-7705

The Difficulty Of Financial Planning After The Death Of A Spouse

It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.

Important Links:

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

Call: 610-388-7705

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