The CP Welde Group

06/19/2026

Many people meet with their advisor only once a year.
But too many center their annual review around one main question:

“How did my portfolio do?”

In this episode of Re-Engineering Your Finances, Charles breaks down what a proper annual financial review should uncover, and why that hour is too important to waste.

🎧 Tune in: https://bit.ly/4vLmI1a

06/12/2026

You saved. You planned. You made it to retirement.

So why does spending the money feel so hard?

In this episode of Re-Engineering Your Finances, we discuss one of the most overlooked retirement challenges: shifting from saving your money to actually using it.

Because sometimes the hard part isn’t building the nest egg. It’s giving yourself permission to enjoy it.

🎧 Listen now: https://bit.ly/3RVLQDU

06/10/2026

A prediction:

If you’re within 10 years of retirement, The Road Less Taxed book is likely to uncover at least one blind spot in your plan.

What you’ve saved is one thing. What you keep after taxes is another.

Get your free copy here: https://bit.ly/43N8dxI

06/04/2026

Many people nearing retirement know their portfolio balance.

Far fewer know what their retirement income will look like after taxes.

The Road Less Taxed is a book that explains how that gap can cost more than you may realize.

Get your free copy: https://bit.ly/43N8dxI

05/28/2026

A new government-backed savings account for kids is set to launch July 4th, with a $1,000 government seed contribution for eligible children born between 2025 and 2028.

Sounds like a great deal—but is a Trump Account actually the best choice for your family, or could a 529 or custodial account be a better fit?

In this month’s blog post, Charles breaks down the method and the math of Trump Accounts: how they work, what tradeoffs to consider, and why the long-term growth potential might be worth paying attention to.

Read more: https://bit.ly/3R4raJh

05/25/2026

Many business owners have most of their wealth tied up in their business. But a future sale is not a guaranteed retirement plan, and treating it like one can leave you with fewer options than you expected.

This piece from our partners at Prosperity Capital Advisors explains how to effectively coordinate your business and personal financial plans, and why starting that conversation early can meaningfully change what’s possible.

Read it here: https://bit.ly/3P68s3w

Many business owners start succession planning too late. Here is what to do in the 5 to 10 years before a sale, from valuations and entity structure to tax positioning and personal retirement planning.

05/19/2026

Too much company stock? Inherited IRA confusion? No clue what your tax bill looks like in year one of retirement?

In this episode of Re-Engineering Your Finances, Charles tackles common and complex retirement questions that need clear, complete answers.

No fluff, no agenda, just straight talk on decisions that move the needle.

🎧 Listen now: https://bit.ly/4cnAgJt

05/14/2026

Succession planning is one of those things business owners know they should do eventually. The problem is that for many, eventually usually comes too late.

The financial and structural preparations that determine how much you walk away with take years to put in place. Our partners at Prosperity Capital Advisors break down what to do in the 5 to 10 years before a sale or transition to help you make the most of it.

Read it here: https://bit.ly/4tEkM9k

Many business owners start succession planning too late. Here is what to do in the 5 to 10 years before a sale, from valuations and entity structure to tax positioning and personal retirement planning.

05/11/2026

Easter's over, but your financial basket shouldn't be empty. 🐰

In this fun episode of Re-Engineering Your Finances, we match your favorite Easter candies to the tools and products that can help you build a solid* retirement plan.
(*unlike many chocolate bunnies)

Are you Team Peeps or Team Cadbury Mini Eggs? Either way, there’s something in here for everyone.

Hop to it: https://bit.ly/4cxniaM

04/23/2026

This life insurance question seems simple, but the answer is anything but.

Especially if you’re in your 50s.

In this episode of Re-Engineering Your Finances, Charles walks through all three: https://c2pe.info/41xUDNB