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...
08/07/2026

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

Don’t get sucked into ‘one more year syndrome.’ Older workers may have access to enough wealth to retire right now.
08/05/2026

Don’t get sucked into ‘one more year syndrome.’ Older workers may have access to enough wealth to retire right now.

Don’t get sucked into ‘one more year syndrome.’ Older workers may have access to enough wealth to retire right now.

Growing Your Income? Make it work for you! Earning more is just the beginning— what you do with it makes all the differe...
08/03/2026

Growing Your Income? Make it work for you! Earning more is just the beginning— what you do with it makes all the difference. From smart budgeting to strategic investing, let’s create a plan to turn your income growth into long-term wealth. Your future self will thank you!

Lifestyle creep happens when you increase spending in tandem with your income, which could prevent you from accomplishin...
08/01/2026

Lifestyle creep happens when you increase spending in tandem with your income, which could prevent you from accomplishing your financial goals.

Lifestyle creep happens when you increase spending in tandem with your income, which could prevent you from accomplishing your financial goals.

Learn how applying for Social Security benefits at different times will have a financial impact.
07/29/2026

Learn how applying for Social Security benefits at different times will have a financial impact.

Learn how applying for Social Security benefits at different times will have a financial impact.

One group is projecting a cost-of-living adjustment of 3.8% based on the most recent economic data.
07/24/2026

One group is projecting a cost-of-living adjustment of 3.8% based on the most recent economic data.

One group is projecting a cost-of-living adjustment of 3.8%, which is unchanged from last month, based on the most recent economic data.

Summer is often full of fun, but it can also bring extra expenses.From vacations and weekend outings to family activitie...
07/22/2026

Summer is often full of fun, but it can also bring extra expenses.

From vacations and weekend outings to family activities and home projects, seasonal spending can add up quickly. A little planning can go a long way in helping you enjoy the season while staying aligned with your financial goals.

If you’d like to review your budget or make sure your plan stays on track this summer, reach out today.

IRAs and 401(k)s, RMDs and 1099s. There’s a lot to manage on the way to retirement, some of which is easy to understand ...
07/20/2026

IRAs and 401(k)s, RMDs and 1099s. There’s a lot to manage on the way to retirement, some of which is easy to understand and some of which isn’t. The good news is we’re here to help make a little more sense of it all.
Visit https://www.pdewealthadvisors.com/ to begin navigating retirement today.

Early retirees can learn new skills, read more, take free college or community classes, or try new hobbies.
07/17/2026

Early retirees can learn new skills, read more, take free college or community classes, or try new hobbies.

Research links retiring early to cognitive decline, while continued work is associated with stronger cognition.

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8655 Haven Avenue Suite 200
Rancho Cucamonga, CA
91730

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