Shows / Re-Engineering Your Finances Podcast
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.
Episodes
- Re-Engineering Your Finances Podcast
Retirement Planning Is Different For Women: Here’s Why
With International Women's Day in March, it’s the perfect time to reflect on the progress women have achieved in the financial realm over the past century…
- Re-Engineering Your Finances Podcast
Answering Smart Listener Questions About Finances and Retirement
In this episode, we'll answer listener questions and explore the challenges of living on a fixed retirement income, the timing of Social Security benefits, and…
- Re-Engineering Your Finances Podcast
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest…
- Re-Engineering Your Finances Podcast
Are Your Good Money Habits Holding You Back?
This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial…
- Re-Engineering Your Finances Podcast
Will These Apocalyptic Predictions Ever Come True?
We’ve all heard the apocalyptic predictions about social security, the national debt and other major issues that are supposed to sink the economy. Do any of…
- Re-Engineering Your Finances Podcast
Easy Wins in Personal Finance
It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big…
- Re-Engineering Your Finances Podcast
A Lot of Reasons To Be Thankful This Year
We had already planned an episode about being thankful to release this month, but the taping of the show was delayed due to a little health scare for Charles…
- Re-Engineering Your Finances Podcast
Downsizing, Maxing Out 401ks, Life Insurance & More: Listener Question Edition
In this episode, we'll answer a large batch of listener questions about a variety of retirement planning topics. We'll cover what to do if you're maxing out…
- Re-Engineering Your Finances Podcast
Retirement Planning’s “Hidden” Questions
The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the…
- Re-Engineering Your Finances Podcast
The Future of Retirement In America: Is The Glass Half Full or Half Empty?
Are we on the brink of a retirement renaissance or stormy seas ahead? On this episode, we jump into the pressing issues of Social Security, healthcare, taxes…
- Re-Engineering Your Finances Podcast
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. In this episode, we demystify the reasons…
- Re-Engineering Your Finances Podcast
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode…
- Re-Engineering Your Finances Podcast
Are There Universal Retirement Truths?
Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain…
- Re-Engineering Your Finances Podcast
Exposing Retirement Planning Complaints
In this episode, we tackle the common complaints and fears about financial situations during retirement. We'll discuss which concerns are well-founded, which…
- Re-Engineering Your Finances Podcast
BASHING The Roth 401(k) & IRA?
Charles breaks down a recent article that bashes the role of a Roth 401(k), even going as far to say if you're not careful, you could "lose" hundreds of…
- Re-Engineering Your Finances Podcast
Countdown Clarity: Timing Your Retirement Preparations
Whether you’re close to retirement or still far from that exciting date, it’s not uncommon to wonder when you should start preparing for each aspect of it…
- Re-Engineering Your Finances Podcast
Mastering Retirement Cash Flow: Understanding Income
In this episode, we're diving into the income side of the retirement cash flow conversation. We'll uncover the secrets of guaranteed income versus the…
- Re-Engineering Your Finances Podcast
Mailbag Edition: Housing, Banking Concerns & More
Get ready for a mailbag edition of Re-Engineering Your Finances. On today's show, Charles answers several questions from listeners across a wide range of…
- Re-Engineering Your Finances Podcast
Top 3 Most Crucial Retirement Risks
On today's episode, Charles will outline the three most crucial retirement risks facing investors and break down how you can better prepare to overcome these…
- Re-Engineering Your Finances Podcast
Celebrating The Impact Of Charles’ Three Key Mentors
To celebrate surpassing 100 episodes, Charles wanted to dedicate a show to the three mentors who have had the biggest impact on his financial and retirement…
- Re-Engineering Your Finances Podcast
A Comprehensive Dismantling Of 2023’s Top Social Security Myths
Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best…
- Re-Engineering Your Finances Podcast
Retirement Expenses For Which You Forgot To Plan
Do you feel confident that you have considered all the expenses involved in your retirement planning? Well, think again… It turns out that many retirees…
- Re-Engineering Your Finances Podcast
Moving Your Retirement Goalposts: Is It Worth The Risk?
Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own…
- Re-Engineering Your Finances Podcast
Do You Have An Incomplete Financial Plan
Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed…
- Re-Engineering Your Finances Podcast
Top Ten Tax Questions For Retirees In 2023
Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to…
- Re-Engineering Your Finances Podcast
Back To Basics: Understanding Income Planning
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…
- Re-Engineering Your Finances Podcast
2023 Edition: 10 Point Checklist For Retirement Preparedness
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…
- Re-Engineering Your Finances Podcast
Preparing For Market Volatility In 2023
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…
- Re-Engineering Your Finances Podcast
5 Financial Resolutions For A Better 2023
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…
- Re-Engineering Your Finances Podcast
Making Smart Decisions During Major Life Events
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…
- Re-Engineering Your Finances Podcast
The Retirement Marathon: Finishing The Race
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…
- Re-Engineering Your Finances Podcast
Most Common Retirement Planning Questions About Taxes
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…
- Re-Engineering Your Finances Podcast
How Bonds Work: What Retirees Need To Know
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…
- Re-Engineering Your Finances Podcast
Getting It Right: Irreversible Financial Decisions
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…
- Re-Engineering Your Finances Podcast
Can’t Get No Satisfaction… Or Can You?
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…
- Re-Engineering Your Finances Podcast
Planning For Retirement’s Uncertainties
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…
- Re-Engineering Your Finances Podcast
Should You Follow These Popular Retirement Rules of Thumb?
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…
- Re-Engineering Your Finances Podcast
What They’re Saying: Analyzing Advice On Surviving A Bear Market
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…
- Re-Engineering Your Finances Podcast
Can You Get An A+ On Our Retirement Planning Quiz?
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…
- Re-Engineering Your Finances Podcast
Why Retirement Planning Ain’t What It Used To Be
In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges…
- Re-Engineering Your Finances Podcast
Do You Concur? Picking Sides In Important Financial Debates
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…
- Re-Engineering Your Finances Podcast
Secret To Retirement Success: Get Out Of Your Own Way
There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On…
- Re-Engineering Your Finances Podcast
Are These Retirement Statistics Encouraging or Disturbing?
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…
- Re-Engineering Your Finances Podcast
Mailbags! Answering Common Retirement Questions From Listeners Like You
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…
- Re-Engineering Your Finances Podcast
Understanding The Three Worlds Of Money
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…
- Re-Engineering Your Finances Podcast
Home Run Retirement Planning: How Baseball Principles Also Score Financial Runs
After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking…
- Re-Engineering Your Finances Podcast
When Guessing At Retirement’s Most Important Questions Goes Wrong
Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and…
- Re-Engineering Your Finances Podcast
Who Even Needs A Financial Advisor?
Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it…