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Re-Engineering Your Finances PodcastAuthor: Charles Welde
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. Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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What Should I Be Doing Differently in 2026? Listener Questions Answered
Episode 163
Thursday, 22 January, 2026
It’s mailbag time! Today, Charles answers recent listener questions sent into the show. From worrying about inflation and holding too much cash, to downsizing- or upsizing- into retirement, this episode tackles the financial dilemmas listeners are facing in 2026. 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 adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
