Re-engineering Your Finances Podcast

It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. We’ll tackle that mentality on this episode to see if it’s true and further explore why so many retirees and pre-retirees don’t understand the importance of an income plan, nor how to properly construct one. This is a foundational topic for anyone preparing for retirement, so make sure you hear this one. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

Market volatility became the norm in 2022. Are we in for more of the same in 2023? We’ll talk about the market outlook for the next 12 months, plus share tips on how you can best prepare for potential future volatility. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

Are you retired or approaching retirement and want to have a more successful financial life in 2023? Listen to today's show as Charles details 5 financial resolutions you should tackle to start the new year. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

Getting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing and retirement. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

Too many folks misunderstand bonds, how they work, and what role they play in a proper financial plan. We’ll address some of those bond related issues on today’s show. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

There are many things that we know we’ll have to deal with in retirement, we just don’t know how to predict when or to what degree. How do you construct a plan that deals with the unpredictability of these different factors? Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a chance of leading us astray. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But should you follow it or proceed with caution? We’ll break down the guidance to provide some important context and perspective. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the experiences of family members might not be enough to help us achieve our own financial success… Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

On this episode, we’ll try to pick sides of some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we’ll propose several different topics to see which sides of the debates you and your advisor should probably fall on. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

We’ve gathered some updated retirement statistics from across the country. It’s time to find out if these are encouraging or disturbing findings, if they’re reflective of the average client, and what you can do to improve your own retirement preparedness based off this information. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

Leaving an inheritance, combining multiple old 401(k)s, assessing an IRAs recent performance, and what to make of capital gains taxes? These questions and more are on the docket today as we answer a smattering of questions from listeners like you in a special edition of the show. Let's open up the mailbag and get started! Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

When you really boil it down, there’s really only three places where you can invest money. Let’s talk about the role that each of those worlds play in a good financial plan. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705