Re-Engineering Your Finances Podcast

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

How To Account For Emotions In Your Financial Plan

Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process.
Important Links:
Website: https://www.cpweldegroup.com/
Call: 610-388-7705

Everything You Need To Know About Roth Conversions

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept.
Important Links:
Website: https://www.cpweldegroup.com/
Call: 610-388-7705

Managing Debt & Retirement Planning

Do you believe you need to be completely debt free to retire successfully? Or are you okay carrying some balances beyond your working years? There are many opinions about the best way to handle debt and retirement planning, so we’ll tackle them all on today’s show.
Important Links:
Website: https://www.cpweldegroup.com/
Call: 610-388-7705

The Ins & Outs Of Mutual Funds

Mutual funds have long been the most popular way for people to invest, but is that landscape changing?
Important Links:
Website: https://www.cpweldegroup.com/
Call: 610-388-7705

5 Social Security Misunderstandings

Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up 5 misunderstandings about Social Security.
Important Links:
Website: https://www.cpweldegroup.com/
Call: 610-388-7705

The Mailbag Show

We dedicate this week's podcast to questions from our listeners that we have received from our mailbag.
Important Links:
Website: https://www.cpweldegroup.com/
Call: 610-388-7705