PDE Wealth Advisors, LLC

PDE Wealth Advisors, LLC Educating clients on how to safely generate income, reduce taxes on investments
and offering protecti

When a part of your financial strategy is out of tune, your long-term goals, your retirement savings, and your legacy ca...
07/15/2026

When a part of your financial strategy is out of tune, your long-term goals, your retirement savings, and your legacy can all suffer. In this show we provide information you need regarding social security, retirement income planning, wealth management, and much more! Listen in as we discuss your financial concerns and provide helpful solutions to put you on the path to achieve your retirement goals!
https://radio.financiallytuned.com/pathwaytoretirement

Flights, hotels and rental cars all cost more in 2026, but travelers who stay flexible can still find deals.
07/13/2026

Flights, hotels and rental cars all cost more in 2026, but travelers who stay flexible can still find deals.

Flights, hotels and rental cars all cost more in 2026, but travelers who stay flexible can still find deals.

Lower tax brackets and a bonus senior deduction may make 2026 a good year for a Roth conversion.
07/10/2026

Lower tax brackets and a bonus senior deduction may make 2026 a good year for a Roth conversion.

Lower tax brackets and a bonus senior deduction may make 2026 a good year for a Roth conversion.

We’re halfway through 2026, which makes this a great time to pause and revisit your financial goals.Are you still on tra...
07/08/2026

We’re halfway through 2026, which makes this a great time to pause and revisit your financial goals.

Are you still on track with the goals you set at the beginning of the year? Have any major life changes shifted your priorities? Are your savings, retirement contributions, debt strategy, and investment plan still aligned with where you want to go?

A mid-year financial tune-up can help you make thoughtful adjustments now instead of waiting until year-end.

Now is a good time to review your progress, refocus your priorities, and make sure your financial plan still supports the bigger picture.
Have questions about your 2026 financial goals? Let’s connect.

The journey to retirement can be full of excitement and worry, obstacles and windfalls, ups and downs. We’re here for al...
07/06/2026

The journey to retirement can be full of excitement and worry, obstacles and windfalls, ups and downs. We’re here for all of it. Visit https://www.pdewealthadvisors.com/ to begin the discussion about building a map to retirement today.

Happy Fourth of July! Wishing everyone a safe, joyful, and patriotic celebration.
07/04/2026

Happy Fourth of July! Wishing everyone a safe, joyful, and patriotic celebration.

Here’s how rising prices are affecting savings – and what retirees and pre-retirees can do to adapt.
07/01/2026

Here’s how rising prices are affecting savings – and what retirees and pre-retirees can do to adapt.

Here’s how rising prices are affecting savings – and what retirees and pre-retirees can do to adapt.

Social media helps us share ideas, stay connected, and start meaningful conversations.For us, it's more than just postin...
06/30/2026

Social media helps us share ideas, stay connected, and start meaningful conversations.
For us, it's more than just posting. It's about educating, encouraging, and helping people feel more confident about their financial future.
Thank you for being part of our online community. Happy National Social Media Day.

Understand how money earned from a retirement job could affect how much you get from Social Security.
06/29/2026

Understand how money earned from a retirement job could affect how much you get from Social Security.

Understand how money earned from a retirement job could affect how much you get from Social Security.

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8655 Haven Avenue Suite 200
Rancho Cucamonga, CA
91730

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