Re-Engineering Your Finances Podcast

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iPhone or your computer can become obsolete and need to be replaced, the way that some people think about retirement is obsolete and needs to be replaced. Let’s talk about some outdated ideas that people still cling to.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

Are You Making These Classic Pre-Retiree Mistakes?

There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”.
Important Links:
Website: https://www.cpweldegroup.com/
Call: 610-388-7705

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: https://www.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: https://www.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: https://www.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: https://www.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: https://www.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: https://www.cpweldegroup.com/
Call: 610-388-7705