Re-Engineering Your Finances Podcast

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: 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: 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: 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: 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: CPWeldeGroup.com

Call: 610-388-7705

Retirement Constants That Affect Everyone

While there are some factors that are different for everyone in retirement planning, there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants?

Important Links:

Website: CPWeldeGroup.com

Call: 610-388-7705

Tax Storytime

On this week's episode, Charles talks about making a client's retirement plan more tax efficient. He describes a few strategies he used and how he was able to make the most out of the low tax rates we are in right now.

Important Links:

Website: CPWeldeGroup.com

Call: 610-388-7705

What Will The Next Market Crash Look Like?

Some people think we’re on the cusp of the next stock market crash. Others predict that we’re just due for a minor correction. And another camp thinks we’ll continue an upward trend. We don’t know who is right or when any of those options will occur. But let’s talk about what the next market crash might look like, even if we don’t know when it will come.

Important Links:

Website: CPWeldeGroup.com

Call: 610-388-7705

Even Responsible Savers Make Mistakes

Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make…

Important Links:

Website: CPWeldeGroup.com

Call: 610-388-7705

3rd & 4th Quarter Planning To-Do List

As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on, especially if you’re a retiree or pre-retiree, to make sure you’re still on the right financial track. Are you focusing on the right things? Listen to today’s podcast to find out.