A Lot of Reasons To Be Thankful This Year episode artwork

EPISODE · Dec 14, 2023 · 16 MIN

A Lot of Reasons To Be Thankful This Year

from Re-Engineering Your Finances Podcast · host Charles Welde

We had already planned an episode about being thankful to release this month, but the taping of the show was delayed due to a little health scare for Charles. Luckily, he's back on his feet and has even more reasons to be thankful than we initially planned for. Join us for a little side-step from the financial talk as reflect on the things we're most thankful for this holiday season.   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.

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