25 episodes

Financial and retirement planning guidance from Charles Welde of CP Welde Group in Chadds Ford, PA.

Re-Engineering Your Finances Podcast Charles Welde

    • Investing

Financial and retirement planning guidance from Charles Welde of CP Welde Group in Chadds Ford, PA.

    Managing Debt & Retirement Planning

    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

    • 12 min
    The Ins & Outs Of Mutual Funds

    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

    • 16 min
    5 Social Security Misunderstandings

    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

    • 18 min
    The Mailbag Show

    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

    • 14 min
    Retirement Constants That Affect Everyone

    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

    • 18 min
    Tax Storytime

    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

    • 15 min

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