Charles Welde Podcasts

Watch the Video HereBy ARC Specialties

In this episode, we'll answer a large batch of listener questions about a variety of retirement planning topics. We'll cover what to do if you're maxing out your 401k and still want to save more, how to decide if whole life or term life is the best fit for insurance decisions, what to do with an inheritance, and many additional topics. Important Li…

By ARC Specialties

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. On this episode, we unearth and tackle these hidden, but essential questions about reti…

Are we on the brink of a retirement renaissance or stormy seas ahead? On this episode, we jump into the pressing issues of Social Security, healthcare, taxes, stock market trends, and long-term care. Whether you're an eternal optimist or cautious pessimist, this episode will equip you with perspectives to plan your retirement years with confidence …

Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. In this episode, we demystify the reasons behind mandatory withdrawals from your retirement savings. Discover strategies to potentially avoid them and understand the risks of not preparing in advance. And for those fortunate to not rely o…

Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer. We explore actionable strategies to…

Join us on a thrilling adventure as The Roboticist Chronicles Podcast hits the road! In this special episode, we're on location at the FABTECH Expo in Chicago's McCormick Place, immersing ourselves in the world of welding technology. Johnny Tyler and Dan Allford take you through the expo, reuniting with old acquaintances and forging new connections…

Join us for an extraordinary episode recorded live at Fab Tech 2023 in Chicago! We're honored to host the legendary Sam Kiser, a friend, and mentor in the world of welding. Sam recently clinched the prestigious Laurence Savage Award for his groundbreaking work, and he's here to share his incredible journey. In this episode, Sam unveils the fascinat…

Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across th…

In this episode, we tackle the common complaints and fears about financial situations during retirement. We'll discuss which concerns are well-founded, which are based on misconceptions, and offer insight on how retirees can best navigate their financial future. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Pl…

Charles breaks down a recent article that bashes the role of a Roth 401(k), even going as far to say if you're not careful, you could "lose" hundreds of thousands of dollars from your retirement savings. As a CFP and CPA, Charles is the perfect person to see through the clickbait of this article and help us reach true understanding on the matter. Y…

Whether you’re close to retirement or still far from that exciting date, it’s not uncommon to wonder when you should start preparing for each aspect of it. From figuring out the right time to be debt-free and when to adjust your portfolio risk, to deciding when to plan for your Social Security benefits or healthcare coverage, this episode guides yo…

Welcome to The Roboticist Chronicles, where we bring you stories of innovation in robotics and automation. In this episode, we welcome Esteban Vazquez to the podcast. Esteban wears many hats at ARC Specialties being a welder, fitter, and now installation tech. We dive into Estaban's blossoming career and talk about what its like being a "Dreamer" i…

In this episode, we're diving into the income side of the retirement cash flow conversation. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan. Don't worry if you're feeling lost - we've got your back with practical solutions and expert guidance. Tune…

Get ready for a mailbag edition of Re-Engineering Your Finances. On today's show, Charles answers several questions from listeners across a wide range of retirement planning topics. From housing and mortgages to banking concerns and layoffs, we'll cover a lot of ground. Tune in and see what you can learn from these mailbag questions! Important Link…

On today's episode, Charles will outline the three most crucial retirement risks facing investors and break down how you can better prepare to overcome these challenges when you're done working. We'll cover longevity risk, sequence of return risk, and the risk of future tax increases and exposure. This topic isn't to be missed, especially if you've…

To celebrate surpassing 100 episodes, Charles wanted to dedicate a show to the three mentors who have had the biggest impact on his financial and retirement planning career. On today's episode, you'll hear about how Nick Murray, Jason Smith & Dave Allison helped influence Charles' professional direction and learn about the broader ways they've chan…

Welcome to The Roboticist Chronicles, where we bring you stories of innovation in robotics and automation. In this episode, we're on location at OTC 2023 in Houston, Texas, one of the largest oil and gas conferences in the world. Joining us today is Bryan O'Neil, the Director of Global Offshore & Power Generation Segments at Lincoln Electric, a com…

Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about. Important Links: Website: https…

From the floor of the Offshore Technology Conference in Houston, TX. Dan Allford is joined by Matt Gresens , Sr. District Manager at FANUC America Corporation.By ARC Specialties

Do you feel confident that you have considered all the expenses involved in your retirement planning? Well, think again… It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills,…

Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we're diving deep into the psychology of retirement planning and the dangers of moving the goalposts. Important Links: Website: https:…

Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete. On this episode, we'l…

Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahea…

It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. We’ll tackle that mentality on this episode to see if it’s true and further explore why so many retirees and pre-retirees don’t understand the importance of an income plan, nor how to properly construct one. This is a foundational topic for anyone prepari…

Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations. I…

Market volatility became the norm in 2022. Are we in for more of the same in 2023? We’ll talk about the market outlook for the next 12 months, plus share tips on how you can best prepare for potential future volatility. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered th…

Are you retired or approaching retirement and want to have a more successful financial life in 2023? Listen to today's show as Charles details 5 financial resolutions you should tackle to start the new year. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through Prospe…

We are joined by Ryan T. Zboril, CEO of Pitts & Spitts. Pitts & Spitts is an American fabrication that shop that focuses on smokers and grills. Pitts & Spitts offers a full family of products including traditional offset smokers, wood pellet grills, charcoal grills, travel grills, combination pits, fire pits and much more. To help you achieve BBQ g…

We join Stuart Shepherd at the #HowToRobot booth at Fabtech 2022 in Atlanta, GA. to discuss how #HowToRobot is connecting those in the market for robotic solutions to the large network of robot suppliers who can help get the job done. Check out the video here.By ARC Specialties

Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life. 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 regist…

Getting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing and retirement. 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 register…

By ARC Specialties

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savi…

In this short promo for Dungeon Dive Bar's Extra Life Marathon, we explore Darby's guest character! Pop in and watch the DDB crew speedrun an AP for a good cause! Music: Odyssey by John Tasoulas | https://soundcloud.com/john-tasoulas Creative Commons Attribution 3.0 Unported Licence https://creativecommons.org/licenses/by/3.0/deed.en_US…

Too many folks misunderstand bonds, how they work, and what role they play in a proper financial plan. We’ll address some of those bond related issues on today’s show. 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 reg…

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advi…

By ARC Specialties

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning …

There are many things that we know we’ll have to deal with in retirement, we just don’t know how to predict when or to what degree. How do you construct a plan that deals with the unpredictability of these different factors? Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offer…

In this episode of The Roboticist Chronicles, Todd Buster, president of Horizon Development & Construction, stops by H.A.T. Studio to discuss commercial building on this installment of Dan's Business Secrets.By ARC Specialties

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us do…

In this episode of The Roboticist Chronicles, Chris Tomlinson, columnist for the Houston Chronicle, stops by H.A.T. Studio to discuss journalism on this installment of Dan's Business Secrets.By ARC Specialties

It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But sh…

The party finds the epicentre of the radiation in the facility, but there they encounter their most dangerous foes yet... Intro Music: Press Fuse by French Fuse Outro Music: "Cold Moon" Music by Eric Matyas www.soundimage.orgBy KPT Podcasts

The party encounters a new person, a miner willing to help them dig through the mysterious granite wall and into the secrets beyond... Theme Music: Press Fuse by French FuseBy KPT Podcasts

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement. Important Links: Website: https://www.cpweldeg…

By ARC Specialties

The party are assaulted by an ex-colleague of Vioria's, before dealing with some more colony business. Turns out a mysterious get-rich-quick scheme has sprung up in their midst… Theme Music: Press Fuse by French FuseBy KPT Podcasts