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.
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It’s another listener mailbag episode, and Charles is tackling a wide range of real-world financial questions. Is carrying debt always a bad thing? What should you do with extra cash once you’re already maxing out your 401(k), and does downsizing in retirement really make financial sense? Charles also weighs in on gifting money to the next generation, old 401(k) rollovers, and how to think about…
Everyone says they want their money to be "safe." Almost nobody defines it the same way. Today we're breaking down what safe money really means and whether your version of safe holds up to reality. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment…
Coming up — should conservative investors take on more risk? If you own rental properties, do you actually need to pay off the mortgages? We've got a couple with big raises who've maxed out their retirement options and need to know what's next, plus pension vs. lump sum rollover, and the smartest financial moves you can make for a brand new grandchild. Important Links: Website:…
Risk is unavoidable — the only question is whether the risk you're taking actually makes sense for where you are in life. Today we're looking at three stages of the financial journey, and at each one we've got three types of people with three very different approaches. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered…
A lot of people think working with a financial advisor is just about picking investments. But a great planning experience is much more than that. Today, we’re walking through what it actually feels like to work with a firm—from the first conversation to ongoing guidance—so you know what to expect. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and…
Graduation season is wrapping up… caps, gowns, and yearbooks full of superlatives like “Most Likely to Succeed” or “Most Popular.” So today, we’re having a little fun. Imagine you’re on the yearbook committee at the School of Financial Planning. Which tools and strategies win each category? Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory…
Most folks meet with their financial advisor once a year. That meeting is one of the most valuable hours in your financial life if it's done right. Today we're going to talk honestly about what that meeting looks like when it isn't... and what it looks like when it is. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered…
Most retirement conversations are about saving enough. Today we're talking about the other side of that. What happens when you've saved, you're there, and you still can't bring yourself to spend it? It's more common than people admit. And it can quietly rob you of the retirement you worked so hard to build. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial…
Got money questions? We’ve got answers. In this episode, we're tackling some of the most common (and often misunderstood) financial decisions: - What to do if you’ve got too much company stock in your 401(k) - Smart ways to put extra cash to work - How to handle an inherited IRA without costly mistakes - Whether you’re missing out by sitting on the sidelines while markets surge - And how to…
Quick question before we get started... which Easter candy are you most looking forward to this year? Whatever your answer is, we're going to use it. Because today we're building a financial Easter basket and matching some of your favorite candies to the products and tools that belong in a solid retirement plan. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial…
We got a great question from a listener. They wrote in: "What's better- term life insurance, universal life, or whole life?" Straightforward question. Not a straightforward answer, especially if you're in your 50s. Today we're going to walk through all three... Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through…
