Smart Money Moves: Listener Questions Answered episode artwork

EPISODE · Mar 20, 2025 · 22 MIN

Smart Money Moves: Listener Questions Answered

from Re-Engineering Your Finances Podcast · host Charles Welde

Got financial questions? You’re not alone! In this episode, we're tackling listener questions on everything from Social Security timing and high annuity fees to investing side hustle income and navigating trust issues with financial advisors. We’ll also talk about market crash fears, long-term care planning, and whether it’s worth taking a job if it means losing disability benefits.   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.  

Episode metadata supplied by the publisher feed · Published Mar 20, 2025

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