Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses.

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Website: https://www.cpweldegroup.com/

Call: 610-388-7705

Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity.

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Website: https://www.cpweldegroup.com/

Call: 610-388-7705

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it.

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Website: https://www.cpweldegroup.com/

Call: 610-388-7705

If you had to be elected in order to be a financial advisor, let’s talk about some of the bedrock principles that you’d probably want to campaign on.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today's show.

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Website: https://www.cpweldegroup.com/

Call: 610-388-7705

A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this is a bad idea because one day you might become the lead decision maker. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions.

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Website: https://www.cpweldegroup.com/

Call: 610-388-7705

Sometimes numbers, figures and stats can go in one ear and out the other. But on this episode, we’ll break down 5 important statistics that are worth taking a moment to understand. They’ll underscore some very real problems people face when prepping for retirement. We’ll explore those problems and talk about possible solutions.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

If you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities. It’s really quite basic, but understanding these fundamentals can make an enormous difference in your financial life.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705

It's a mailbag edition of Re-Engineering Your Finances and on this episode we'll cover lots of your questions about refinancing a mortgage, flipping houses, social security, advisor designations, and much more.

Important Links:

Website: https://www.cpweldegroup.com/

Call: 610-388-7705