Re-Engineering Your Finances Podcast

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

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iPhone or your computer can become obsolete and need to be replaced, the way that some people think about retirement is obsolete and needs to be replaced. Let’s talk about some outdated ideas that people still cling to.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