Re-Engineering Your Finances Podcast
Financial and retirement planning guidance from Charles Welde of CP Welde Group in Chadds Ford, PA. We'll teach you how to reduce taxes and increase income so you can have a bigger impact on your family, friends and the causes you believe in.
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Episodes
Thursday Feb 21, 2019
Thursday Feb 21, 2019
It's a common financial planning issue. You're in line to get a pension from your company, but then they offer you a lump sum buyout instead of that lifetime income guarantee. The situation can be confusing and complex and difficult to analyze all the pros and cons on your own. Charles tells us some of the important things to consider if you go through this situation and tells us a story about someone who had this very issue.
Thursday Feb 07, 2019
Thursday Feb 07, 2019
In the first edition of "Re-Engineering Your Finances" we'll take a look at Charles' past and explore how he got into the financial advising business. He'll tell us how his past experiences shaped his planning philosophies and impacted the way he does business today. We'll also tell you what to expect on future editions of the podcast.
Thursday Jan 31, 2019
Thursday Jan 31, 2019
Get ready for a great new podcast with Charles Welde of CP Welde Group. Each episode will cover the most important concepts facing you as you prepare for retirement and your financial future. Charles is the founder of CP Welde Group in Chadds Ford, PA and will lend his expertise and knowledge to the show show. Look for the first episode in early February and two new episodes each month going forward. We'll talk to you on the podcast soon!