Today, we're tackling some real-life financial questions that many of us face. From considering Roth options for minimizing future taxes, to deciding whether to sell stock to fund education costs, or even using retirement savings to start a business—these

We get a lot of questions about 401ks, and we know they can be tricky to navigate. That's why we're tackling your top questions in one comprehensive episode.Important Links:Website:https://www.cpweldegroup.com/Call: 610-388-7705Financial Planning

In this episode, were diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about

Retirement planning doesnt have to be overwhelmingly complicated. It certainly doesnt have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. Well

While you dream about the leisurely days ahead of you in retirement, its also important to think about some of the less glamorous items, including insurance. In this new season of life, your old policies may no longer suit your needs or may come to an en

Very often, we see people who know that the financial decisions that theyre making arent the best decisions, but they try to create excuses or explanations for why theyre doing what theyre doing. Lets talk about why these excuses usually dont hold w

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and the early half of Generation Z taki

Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retire

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In todays episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strat

With International Women's Day in March, its the perfect time to reflect on the progress women have achieved in the financial realm over the past century. Despite this, the path to retirement is not without its unique challenges for women, and its impor