Listen Now

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

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 some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let’s take the financial field. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

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 why you need to have a better answer than just a guess. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

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 themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more! Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approaching retirement, this is a fundamental conversation you won’t want to miss. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

We're answering a smattering of listener questions on today's episode. We'll cover how to work part-time when transitioning into retirement, mortgage payments, savings percentages, generational wealth, and more! Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

If retirement is on your mind, then listen up to today’s show for a 5-part checklist that’ll help measure if you’re in good financial health and setting yourself up for retirement success. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

Sometimes it’s helpful to visualize complex topics to help make them easier to understand. On this episode, we’ll structure retirement planning in the form of a risk pyramid and work our way through each level. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

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 some of the areas where we often see people get out of tune in their financial plan. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

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 does it depend on the situation? Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705

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’s truly customized. Let’s talk about some of the things that need to be considered if you’re going to build a truly customized plan. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705