Re-Engineering Your Finances Podcast

Mailbag: Your Questions About Trusts, Volatility, Variable Annuities & Leaving A Legacy

Lots of good questions from listeners on today's show. We'll talk about variable annuities, leaving a legacy, trusts, volatility and more.

Important Links:

Website: CPWeldeGroup.com

Call: 610-388-7705

Can Mark Twain Teach Us Something About Money?

"The lack of money is the root of all evil." That's just one wise and intriguing quote from Mark Twain. He had a lot of other good ones from which we can pull some great financial lessons.

Important Links:

Website: CPWeldeGroup.com

Call: 610-388-7705

Cracking Open The Financial Dictionary

Step into the classroom and let’s take a look at some financial terms, define them, and find out if they’re important for the typical investor and saver to know about them.

Important Links:

Website: CPWeldeGroup.com

Call: 610-388-7705

Roth vs. Traditional IRA - Which Is Better?

Many people have heard of the different retirement savings accounts out there, but aren't sure which one is right for them. Charles will break down the difference between these accounts, how taxes affect each, and how to decide where to invest your money.

Important Links:

Website: CPWeldeGroup.com

Call: 610-388-7705

How To Avoid Critical Retirement Planning Mistakes

Let’s talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees.

Important Links:

Website: CPWeldeGroup.com

Call: 610-388-7705

Mailbag Edition: Online Retirement Calculator, Keeping Money In A Savings Account, Mutual Fund Overlap

We dedicate this week's episode to answering questions that have come in from our listeners. We'll discuss online retirement calculators, the idea of keeping money in a savings account when you're too scared to invest, running into overlap in mutual funds, and much more.

Important Links:

Website: CPWeldeGroup.com

Call: 610-388-7705

Getting To Know Charles - Puddling, Pineapple & The Welde Family

We take a break from strictly financial talk on this episode to try to get to know Charles' personality a little bit better. It's important for you to learn about retirement, tax and financial planning elements, but you should also know a little bit about the man giving you the information. So today we'll take a peek into Charles' past so you can get to know your show host and financial advisor.

Important Links:

Website: CPWeldeGroup.com

Call: 610-388-7705

3 Key Questions To Ask As You Navigate Through The Coronavirus Situation

The Coronavirus (COVID-19) pandemic is dominating news headlines right now, so it's our focus of this episode of the podcast. Charles has three key questions to ask yourself as you navigate through the economic side and fallout of the pandemic.

Important Links:

Website: CPWeldeGroup.com

Call: 610-388-7705

Financial Crossword – When You’re Sure You’re Right But You’re Not

If you’ve ever done a crossword puzzle, you know how much a wrong answer can mess you up. You might think that you have the right answer for 17-across, but you just can’t figure out how the answer to 13-down starts with the letters “XC.” Well, the problem is that you have the wrong answer in 17-across, and that X should really be an S. In retirement planning, one wrong answer can really make a mess of the rest of your plan.

 

Let’s talk about some of the common areas where you might think you have the right answer, but you don’t…

Important Links:

Website: CPWeldeGroup.com

Call: 610-388-7705

The Important Stages Of Retirement Planning

How far out from retirement are you? 15 years? 10? 5? Is it on the doorstep? No matter which stage you’re in, there are some really important things you should be thinking about as you inch closer to that day you call it quits at work. On this episode, we’ll walk through these different stages to see exactly the kinds of things you should be doing from a planning perspective and how your focus changes as you get closer to the big day.

Important Links:

Website: CPWeldeGroup.com

Call: 610-388-7705

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