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Re-Engineering Your Finances Podcast
Charles Welde
100 episodes
1 month ago
Financial and retirement planning guidance from Charles Welde of CP Welde Group in Chadds Ford, PA.
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All content for Re-Engineering Your Finances Podcast is the property of Charles Welde and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Financial and retirement planning guidance from Charles Welde of CP Welde Group in Chadds Ford, PA.
Show more...
Investing
Business,
News,
Business News
https://is1-ssl.mzstatic.com/image/thumb/Podcasts123/v4/b0/a7/7e/b0a77ee1-6f74-46a4-f23b-3fe506bd05e1/mza_6487855855676329255.jpg/600x600bb.jpg
Are You A Winner Or A “Loser” In The Big Beautiful Bill
Re-Engineering Your Finances Podcast
13 minutes 15 seconds
2 months ago
Are You A Winner Or A “Loser” In The Big Beautiful Bill
The new tax bill just passed, but will it actually help you? Let’s look at who stands to benefit, who might lose out, and the strategic moves to consider now while the rules are fresh.   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.
Re-Engineering Your Finances Podcast
Financial and retirement planning guidance from Charles Welde of CP Welde Group in Chadds Ford, PA.