Re-Engineering Your Finances Podcast

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