Inside Your Financial Easter Basket

Inside Your Financial Easter Basket

From Re-Engineering Your Finances Podcast by Charles Welde

April 2, 2026 · 19 min · Episode 168

About this episode

This episode discusses building a financial retirement plan using the metaphor of an Easter basket filled with favorite candies.

Quick question before we get started... which Easter candy are you most looking forward to this year? Whatever your answer is, we're going to use it. Because today we're building a financial Easter basket and matching some of your favorite candies to the products and tools that belong in a solid retirement plan. 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…

Topics covered

  • financial planning
  • retirement
  • investing
  • personal finance
  • Easter

Keywords

  • financial Easter basket
  • retirement plan
  • Easter candy
  • financial tools
  • investment products

Mentioned in this episode

Books & works: Inside Your Financial Easter Basket

Places: Ohio

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