Best Charles Welde Podcasts (2025)

1
Turning Savings Into A Real Retirement Plan 15:43

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12h ago15:43

15:43

We got a thoughtful question from Amanda last week, who said: ‘I’ve been saving for retirement, but I’ve never actually made a plan.’ And she’s not alone. There are plenty of people who’ve built solid savings but haven’t connected the dots to what retirement will actually look like. So today, we’re talking about the first steps to turn good saving …

1
Beyond Oil: Tech Innovations at the Offshore Technology Conference 2025 13:50

17d ago13:50

13:50

Join Dan Allford and Johnny Tyler live from the Offshore Technology Conference (OTC) in Houston, Texas, in May 2025, as they delve into the surprising high-tech nature of the event, showcasing how robotics and automation are revolutionizing the oil and gas industry and beyond. Discover ARC Specialties' groundbreaking offshore robotic riser system a…

1
Retirement Assassins: The Potential Silent Killers of Your Financial Future 16:24

22d ago16:24

16:24

The thing about assassins in the real world is that they’re sneaky and you don’t see them coming. And the assassins in the retirement planning world are exactly the same way. Let’s talk about some of the retirement assassins that can destroy your retirement if you’re not on guard. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-38…

1
Retirement Lessons From The Masters 20:59

1M ago20:59

20:59

The Masters is a beautiful reminder of just how much strategy, patience, and long-term focus goes into a great round of golf. Turns out, retirement works a lot like the game. Today, we’re teeing up a few key lessons from the course and how they translate into smarter planning for your financial future. Important Links: Website: https://www.cpweldeg…

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Key 2025 Tax Breaks & Adjustment Opportunities 18:51

2M ago18:51

18:51

Tax season is here, but filing your 2024 return is just one piece of the puzzle. Now is also the perfect time to take advantage of new tax rules for 2025—before the year gets away from you. With higher standard deductions, increased retirement contribution limits, and updated HSA rules, there are plenty of opportunities to lower your tax bill and b…

1
Revitalizing Houston Manufacturing: A Conversation with Bart Taylor of the GHMA 38:39

2M ago38:39

38:39

Join Dan Allford as he speaks with @Bart Taylor, the driving force behind the Greater Houston Manufacturers Association (GHMA). They discuss Bart's journey from media to championing local manufacturing, the untapped potential of Houston's industrial ecosystem, and the GHMA's vision for connecting and promoting the region's makers to a national and …

1
April Fool’s: Beliefs That Fool Retirement Savers The Most 19:02

2M ago19:02

19:02

April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re uncovering the beliefs that fool retirees and pre-retirees into making bad financial moves. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services…

1
Smart Money Moves: Listener Questions Answered 22:03

3M ago22:03

22:03

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 i…

1
Breaking: How Long Will $1 Million Last In PA, NJ & DE? 18:31

3M ago18:31

18:31

For years, $1 million was considered the gold standard for retirement savings. But is it really enough? A new analysis shows that depending on where you live, that million could last a lifetime… or barely 15 years. In this episode, we break down the shocking cost-of-living differences across states and see if $1 million saved is enough or too littl…

1
If You’re a Smart Investor, Do You Really Need a Financial Advisor? 17:47

4M ago17:47

17:47

If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question Bob, one of our listeners, sent in. He’s got an MBA, knows the markets well, and has always handled his portfolio solo. So, is working with an advisor just an extra expense, or could it actually add real value? In this episo…

1
How To Change Your Money Attitude In 2025 15:01

4M ago15:01

15:01

We’re already a month into 2025—how’s it going so far? Maybe you set some financial goals back in January, or maybe you’re just now thinking about how to make this year better than the last. Either way, it’s never too late to take control of your money and set yourself up for success. Today, we’re reflecting on past financial habits and exploring t…

1
Weld Testing & Quality Control with Welding Consultants LLC. 37:25

4M ago37:25

37:25

Join us for an in-depth look at Welding Consultants, LLC., a leading provider of welding inspection and nondestructive testing services. In this episode, we sit down with Matthew Brinkman, VP of Operations and Senior Welding Engineer, to explore the company's history, delve into the intricacies of various testing methods, and discuss the critical r…

1
The Road to the 0% Tax Bracket: A Real Client Success Story 13:02

5M ago13:02

13:02

We get a great story on today’s episode about how Charles helped a recent client achieve the goal of the zero percent tax bracket. Find out how it happened and how you might be able to achieve this goal by listening to this episode! Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services a…

1
IRAs Are Different: Strategies for Maximizing Your Wealth 10:45

5M ago10:45

10:45

IRAs are unique and come with rules that can significantly impact your retirement and legacy planning. In this episode, we’ll explore what makes IRAs different, how distributions are taxed, and why strategies like combining traditional and Roth accounts or gifting IRA dollars might be worth considering. Don’t miss these essential insights for prote…

1
2024's Best Stocking Stuffer: Financial Freedom 28:32

6M ago28:32

28:32

The holiday season is here, and while you’re stuffing stockings for your loved ones, don’t forget to stuff your own financial stocking with tips that can bring you closer to a secure retirement. Today, we’re unwrapping 10 bite-sized, actionable ideas to help you save smarter, invest better, and plan for the future you deserve. Important Links: Webs…

1
Listener Q&A: Tackling Life’s Toughest Money Moments 20:29

6M ago20:29

20:29

Today, we’re sitting down with Charles Welde to explore real-life financial dilemmas from listeners just like you. From navigating late-life divorce and planning for aging parents to deciding whether to pay off a mortgage or give an unexpected inheritance to your kids—we’ve got practical guidance you don’t want to miss. Let’s dive into these financ…

1
When Is Time No Longer on Your Side? Preparing for Market Volatility as Retirement Nears 12:41

7M ago12:41

12:41

We’re often told not to worry about market dips when we’re young, but when does this advice expire? In this episode, we'll discuss the critical shift that happens as you approach retirement, transitioning from accumulating to withdrawing assets. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Adviso…

1
Can You Rely on Dividends Alone for Retirement Income? 13:04

7M ago13:04

13:04

For many, dividends seem like the holy grail of passive income. But is it wise to rely solely on dividends for retirement? Join us as we unpack the risks and rewards of a dividend-focused retirement strategy. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through Prosp…

1
Why It’s Crucial To Know How Financial Advisors Get Paid 20:07

8M ago20:07

20:07

Ever wonder how your financial advisor really gets paid—and what that means for you? Whether it’s a fee, a commission, or a salary, the way your advisor earns money could be influencing the advice they give you. In today’s episode, we’re talking about the different pay structures of financial advisors, revealing the benefits, the potential biases, …

1
Unlock Your Potential During National Financial Planning Month 23:12

8M ago23:12

23:12

With National Financial Planning Month upon us, we’re sitting down with Charles to uncover the strategies and steps that go into building a personalized financial plan. From that first phone call to implementing a strategy that aligns with your goals, this discussion will offer valuable insights for anyone looking to understand what it looks like t…

1
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 2) 16:41

9M ago16:41

16:41

Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. In this two-part episode, we’re digging into the 'How Do You Knows' of r…

1
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 1) 16:24

9M ago16:24

16:24

Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. In this two-part episode, we’re digging into the 'How Do You Knows' of r…

1
Facing Real Financial Questions: Roth, Stocks, and Inheritance Insights 20:46

10M ago20:46

20:46

Today, we're tackling some real-life financial questions that many of us face. From considering Roth options for minimizing future taxes, to deciding whether to sell stock to fund education costs, or even using retirement savings to start a business—these are decisions that need thoughtful consideration. Plus, we'll discuss how to handle an inherit…

1
The Top 401(k) FAQs In 2024 16:26

10M ago16:26

16:26

We get a lot of questions about 401ks, and we know they can be tricky to navigate. That's why we're tackling your top questions in one comprehensive episode. 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 in…

1
Take the Fork: Yogi’s Wisdom on Making Financial Choices 16:39

11M ago16:39

16:39

In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from …

1
The Beauty of Simplicity When Planning For Retirement 19:49

11M ago19:49

19:49

Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforwar…

1
Retiree Insurance: The Basics You Must Know 25:31

12M ago25:31

25:31

While you dream about the leisurely days ahead of you in retirement, it’s also important to think about some of the less glamorous items, including insurance. In this new season of life, your old policies may no longer suit your needs or may come to an end. So, what types of coverage should you be considering for your golden years? What do you need…

1
Combatting Popular Excuses For Poor Financial Decision-Making 14:49

1y ago14:49

14:49

Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Plan…

1
Jaxon Baker - Mechanical Engineering Student at Texas A&M 28:46

1y ago28:46

28:46

Calling all future automotive engineers! This episode dives into the world of Baja SAE with Jackson Baker, a sophomore mechanical engineering student at Texas A&M. Jackson recently served as chief engineer for his university's Baja team, leading the design and construction of an off-road vehicle to compete in a grueling endurance race. Tune in to h…

1
Retirement Questions That Every Generation Is Asking 27:48

1y ago27:48

27:48

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and the early half of Generation Z taking their initial steps into the career field, these major life events come with a handful of financial planning questions. In today’s episode, we’ll s…

1
Don’t Make These Income Planning Mistakes 19:26

1y ago19:26

19:26

Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retirement and show you how to craft a financial plan that's built to last decades, not just years. Tune in to ensure your retirement strategy is foolproof …

1
How One Overlooked Issue Can Sink Your Retirement 17:20

1y ago17:20

17:20

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to pr…

1
Retirement Planning Is Different For Women: Here’s Why 22:55

1y ago22:55

22:55

With International Women's Day in March, it’s the perfect time to reflect on the progress women have achieved in the financial realm over the past century. Despite this, the path to retirement is not without its unique challenges for women, and it’s important to recognize the financial hurdles that they continue to face. In this episode, we’ll shar…

1
Answering Smart Listener Questions About Finances and Retirement 20:00

1+ y ago20:00

20:00

In this episode, we'll answer listener questions and explore the challenges of living on a fixed retirement income, the timing of Social Security benefits, and the complexities of managing a 401k invested heavily in company stock. We'll also tackle the emotional aspects of transitioning from saving to spending in retirement. Important Links: Websit…

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With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024? 13:36

1+ y ago13:36

13:36

Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments. We'll discuss the new dynamics of managing your funds in a world where traditional saving methods are s…

1
Are Your Good Money Habits Holding You Back? 17:53

1+ y ago17:53

17:53

This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account statements and strict budgeting. Join us for a practical discussion, as we uncover the unexpected…

1
Will These Apocalyptic Predictions Ever Come True? 19:18

1+ y ago19:18

19:18

We’ve all heard the apocalyptic predictions about social security, the national debt and other major issues that are supposed to sink the economy. Do any of these predictions have merit in the years ahead? On this episode, we’ll try to separate sensationalism from reality. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 F…

1
Easy Wins in Personal Finance 16:08

1+ y ago16:08

16:08

It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start… Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through P…

1
A Lot of Reasons To Be Thankful This Year 16:45

1+ y ago16:45

16:45

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 mo…

1
Jean Rabatin - Yaskawa Motoman 31:02

1+ y ago31:02

31:02

In this episode of the Roboticist Chronicles, your host Dan Allford invites Jean Rabatin, a distinguished industry expert from Yaskawa Motoman, to share her wealth of experience in the realm of robotics and automation. Jean recounts stories from her early days in the field and sheds light on the challenges of integration spanning over two decades. …

1
Downsizing, Maxing Out 401ks, Life Insurance & More: Listener Question Edition 19:24

1+ y ago19:24

19:24

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…

1
Charles Young with A3 Association for Advancing Automation 26:31

1+ y ago26:31

26:31

By ARC Specialties

1
Retirement Planning’s “Hidden” Questions 19:59

1+ y ago19:59

19:59

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…

1
The Future of Retirement In America: Is The Glass Half Full or Half Empty? 18:10

1+ y ago18:10

18:10

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 …

1
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire 16:40

1+ y ago16:40

16:40

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…

1
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid 16:58

1+ y ago16:58

16:58

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…

1
FABTECH 2023; SHOW REPORT 28:22

1+ y ago28:22

28:22

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…

1
Sam Kiser - PE & Fellow of AWS: Fabtech2023 | Metallurgical Marvels: Decades of Innovation with Sam Kiser 30:08

1+ y ago30:08

30:08

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…

1
Are There Universal Retirement Truths? 17:41

1+ y ago17:41

17:41

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…

1
Exposing Retirement Planning Complaints 18:15

2y ago18:15

18:15

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…