Episodes
Thursday Jun 17, 2021
Listening To The Money Doctor
Thursday Jun 17, 2021
Thursday Jun 17, 2021
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
Thursday Jun 03, 2021
Do Retirees Really Need Life Insurance?
Thursday Jun 03, 2021
Thursday Jun 03, 2021
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
Thursday May 20, 2021
Financial Fact Or Fiction?
Thursday May 20, 2021
Thursday May 20, 2021
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
Thursday May 06, 2021
Are You Flirtin' With (Financial) Disaster?
Thursday May 06, 2021
Thursday May 06, 2021
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
Thursday Apr 15, 2021
Launching Your Financial Campaign
Thursday Apr 15, 2021
Thursday Apr 15, 2021
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
Thursday Apr 01, 2021
This Is Why You Never Assume
Thursday Apr 01, 2021
Thursday Apr 01, 2021
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
Thursday Mar 18, 2021
How Women Can Make Sure They’re Involved In Financial Decisions
Thursday Mar 18, 2021
Thursday Mar 18, 2021
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
Thursday Mar 04, 2021
2021 Tax Tips Recap
Thursday Mar 04, 2021
Thursday Mar 04, 2021
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
Thursday Feb 18, 2021
5 Important Retirement Statistics Worth Understanding
Thursday Feb 18, 2021
Thursday Feb 18, 2021
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
Thursday Feb 04, 2021
Financial Literacy: What Are The Three Qualities Of Money?
Thursday Feb 04, 2021
Thursday Feb 04, 2021
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