Is Your Retirement Plan Out of Tune?
Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about...
Re-Engineering Your Finances Podcast
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About
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.
Should You Put Off That Decision?
Let’s talk about some of the financial matters that people that people tend to push off to a later date. Is it good or bad to put these things off? Or...
Just What The Financial Doctor Ordered
So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need. Impor...
Retirement Plan Customization Is King
Most people understand that a customized retirement plan is much better than a one-size-fits-all approach. And yet, most people don’t have a plan that...
Mailbag: When Should You Seek Help From A Financial Advisor?
We answer some listener questions on today’s show. We’ll discuss where you should save your money if interest rates go up, when to consult a financial...
5 Things You Must Know About Decumulation To Retire Successfully
So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, howto guides and guardrails in place when it com...
It's Not Your Father's Retirement
If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks...
Learning Through Uncommon Sense
At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave w...
Listening To The Money Doctor
If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life. Important Links: Website: h...
Do Retirees Really Need Life Insurance?
Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and per...