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Your Life Your Wealth Network

Steve Cordasco, CEO of Cordasco Financial Network brings you LIVE exclusive interviews, the nation's best guests and expert insights on the latest news in the world of personal finance, global markets and politics every week! Gain comfort and clarity for your retirement by listening to the Your Life, Your Wealth podcast today!
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Now displaying: Page 1
Feb 20, 2020

Retail sales are a significant economic indicator.  Consumer spending drives a huge part of our economy and helps move the markets, and consumer stocks do have a place in a diversified portfolio. In this episode the focus is on the current state of retail in brick-and-mortar locations and the impact of consistent growth in online retailing. The entire retail landscape continues to change and evolve rapidly with new technologies. CFN’s John Walker and Dennis Jablonoski talk with Stacey Sears, Small Cap Portfolio Manager at Emerald Asset Management and analyst in the consumer markets sector. Their conversation took place at Emerald Asset Management’s 27th Annual Ground Hog Day Investment Forum in Philadelphia.

Program Length: 15 minutes

Feb 14, 2020

It’s Valentine’s Day! A day, according to the greeting card and floral industries, to celebrate our love for the one closest to us. It’s also a day when we may think about various aspects of our relationships. Dealing with money, how it’s earned, how it’s spent and how it’s saved is an inescapable part of every couple’s existence, and statistics show that disagreements over money can cause the most stress in a relationship. Today, John Walker welcomes CFN colleagues Carolyn Brusilow, Ryan Flurer and Dennis Jablonoski for a round-table discussion. They share their experiences with money and relationships, and focus on ways to overcome differences about money with your significant other, whether it’s at home or in the financial planning process.

Program Length: 22 minutes

Feb 7, 2020

Information about the spread of Coronavirus is in the news every day and often affects the direction of the stock market. How much impact does news of the spreading virus have, and for how long does that impact last? CFN’s John Walker and Dennis Jablonoski put the current Coronavirus reporting in perspective and take a historical look at the impact several previous viral outbreaks have had on short and long term market performance.

Program Length: 16 minutes

Jan 31, 2020

How much will you really need to save for a secure retirement and how much of an impact will your children have on your savings success?  While you’re raising a family will you really be able save enough for retirement. Everyone’s situation is different of course, but recent stats show parents spend as much 40% of their income raising their children during the years from birth until the children are responsible for their own financial needs. CFN’s John Walker is joined by Desiree Reil and Brian Hillsberg. Each has a different personal experience and therefore a different perspective. They discuss ways having, or not having, children impacts your spending and your potential for saving for retirement. Their conversation will help you identify your priorities and your individual retirement needs based on your lifestyle.

Program Length: 14 minutes

Jan 24, 2020

How we handle our finances, our health and well-being, and just about everything we do, is largely within our control. We look ahead. We make plans. Then, the unexpected occurs. Today, I return to the Your Life Your Wealth podcast. I’m back to tell you about the health challenges I've experienced during the past six months. I share the invaluable first-hand lessons I’ve learned, which reinforce the essential need for all of us to prepare for the unexpected.

Program Length: 28 minutes

Jan 17, 2020

The stretch IRA, an estate planning strategy that extended the tax-deferred status of an inherited IRA passed to a beneficiary other than your spouse, has been eliminated with the recent passage of the SECURE Act. CFN’s John Walker is joined by CPAs Jim Tate and Tim Joseph to discuss the implications of the change and share important planning strategies that will help reduce the tax burden of the individual inheriting an IRA.  

Program Length: 20 minutes

Jan 10, 2020

Recent military activity between the U.S. and Iran has rattled some investors nerves. Such events often result in overblown media coverage, but how the stock market reacts may surprise you. CFN’s John Walker and Dennis Jablonoski cover recent geopolitical events and put them in historical perspective. They discuss several crises dating back to World War II and the often unexpected ways markets have reacted.

Program Length: 16 minutes

Jan 3, 2020

Last year was a good year in the equity markets, but for some a positive experience could fade quickly into fear. Many investors brace for a so-called “payback time,” a period in which market gains may erode, or worse, be erased. CFN’s John Walker and Dennis Jablonoski remind us that there are several reasons why an up market, as we experienced in 2019, won’t necessarily be followed by a down market in 2020, and that solid planning remains our best option for success.

Program Length: 17 minutes

Dec 26, 2019

The habits we adopt in our lives, the things we do every day, are often indicative of the amount of personal and professional success we enjoy. CFN’s John Walker and Dennis Jablonoski discuss the habits of successful people and how good habits in various aspects of life can often translate into financial success.

Program Length: 24 minutes

Dec 20, 2019

As legislation resulting in the largest change to the retirement system in more than a decade becomes law, CFN’s John Walker and CPA Tim Joseph discuss the impact. They detail new rules regarding 401(k) offerings, required minimum distributions, age contribution limits, the stretch IRA, and more.

Program Length: 16 minutes

Dec 13, 2019

Now is the time to consider several last-minute tips that may benefit you for tax year 2019.  John Walker and Cordasco Financial Network CPA Tim Joseph discuss several moves that may reduce your tax burden for this year.

Program Length: 26 minutes

Dec 6, 2019

CFN’s John Walker and Dennis Jablonoski take a look at recent equity market performances and talk about how the growth in equities has likely moved your investment portfolio out of balance. They discuss several rebalancing strategies you need to consider to ensure that your portfolio accurately reflects your investment goals and your comfort level with the amount of risk you are taking with your investments.

Program Length: 19 minutes

Nov 29, 2019

The thought of having or maintaining debt often conjures up an image of financial trouble, but consider this, there’s good debt and there’s bad debt. CFN’s John Walker explains the differences and how each can impact your financial wellbeing.

Program Length:12 minutes

Nov 22, 2019

John Walker is joined by CFN Financial Planner Dennis Jablonoski and special in-studio guest Joe Cortese from our investment team at DiMeo Schneider and Associates. The discussion is centered on volatility in the markets, which may become the new normal. They discuss what individual investors should do, or not do, in reaction to current market conditions.

Program Length: 25 minutes

Nov 15, 2019

Cybersecurity and protecting ourselves from online fraud is the focus as CFN’s John Walker welcomes Anthony Mongeluzo, President of Philadelphia area based cybersecurity firm PCS. Anthony tells some amazing stories of cybersecurity breaches in business and personal matters that illustrate just how vulnerable we actually are. Later in the podcast, John welcomes Evan Salter, CFN’s client services specialist, and victim of identity theft. Evan shares lessons learned and some important tips to help keep all of us safe in cyberspace especially during the upcoming holiday season.  

Program Length: 27 mins

Nov 8, 2019

As the markets continue to reach new heights, CFN’s John Walker and Dennis Jablonoski take a historical look at the markets, talk about current market conditions and discuss the prudent approach long term investors should consider as the markets continue to rise.  

Program Length: 19 minutes

Nov 1, 2019

One of the most often talked about issues for people heading toward retirement is social security. It seems that everyone has questions.  It’s also a topic around which many misconceptions persist. To provide clarity around this important part of your retirement planning, CFN’s John Walker welcomes veteran Social Security Administration official and long-time syndicated columnist Tom Marginau. Tom writes exclusively on the subject of social security, has written a series of articles on social security myths. Later in the presentation, CFN’s Tim Joseph, CPA, stops by to discuss the benefits of working with financial planning professionals in determining the best course of action for you when dealing with your individual social security planning.

 

Program Length:  31 minutes

Oct 25, 2019

Keeping up with others in our social circles is among the top concerns of affluent investors. Whether it’s through social media or direct contact, we’re constantly exposed to things that others flaunt such as fabulous vacations, expensive new cars or picture perfect family gatherings. When we assess our own lives, it’s easy to understand how feelings of inadequacy manifest.  John Walker explores the financial impact of trying to “keep up with the Joneses.”  He’s joined by psychology professor Mary Pritchard from Boise State University, who has studied the emotional impact of comparing your wealth or success to others.

Program Length: 22 minutes

Oct 18, 2019

For most of us, as we head toward the busy holiday season our attention is on family and friends, and the time we’ll spend with those closest to us. There are however, many other important things to consider at this time including an assessment of our charitable giving for the year.  CFN’s John Walker is joined by Dien Yuen, Assistant Professor of Philanthropy at the American College of Financial Services, an expert on charitable giving for families and charitable institutions. They discuss ways you can help others through donations designed to efficiently fit into your financial and tax planning strategies for the year. These include the benefits of appreciated stock donations, donation bunching, required minimum distribution donations, donor advised chartable funds and more.

Program Length: 28 minutes

Oct 12, 2019

In the news this week, several brokerage firms have started offering free online trading for U.S. stocks and exchange traded funds.  That’s terrific, right?  Not so fast! CFN’s John Walker and Dennis Jablonoski discuss what you should think about before even considering any perceived benefits of free online trading. John and Dennis share many cautionary notes including the importance of recognizing the vast differences between executing a solid investment or retirement planning strategy, and being an online stock trader.  Free online trading may cause you to make more impulsive financial moves, and also can  have tax consequences you may not have considered.    

Program Length: 14 minutes

Oct 3, 2019

Running out of money is the number one fear for people in, or approaching, retirement. Many variables lie ahead including inflation, the high cost of health care, higher taxes, and unpredictable markets. For some, an overly cautious approach to spending can lead to an outright fear of spending, causing people to deprive themselves instead of truly enjoying their golden years. Cordasco Financial Network’s John Walker and Tim Joseph, CPA, discuss strategies for overcoming spending anxiety. 

Program Length: 19 minutes

Sep 27, 2019
On the heels of the latest rate cut by the Federal Reserve, we now find breaking political news out of Washington almost inescapable. CFN’s John Walker is joined by Dennis Jablonoski of the CFN investment team, and Senior Investment Consultant Joe Cortese. They discuss market reactions to the latest rate cut, impeachment efforts and the continuing trade negotiations with China. Find out how all of this impacts investors like you. 
 
Program Length: 19 minutes
Sep 19, 2019
John Walker and members of the CFN team discuss bitcoin and blockchain. Client Services Specialist Evan Salter details the technology and the potential applications. Financial Advisor Larry Shaw of the CFN investment team joins the conversation to discuss whether buying bitcoin is an investment or just wild speculation.
 
Program Length: 19 minutes
Sep 13, 2019

This One-Size-Fits-All Investment Could be Putting Your 401(k) at Risk

John Walker, Larry Shaw and Dennis Jablonoski of the Cordasco Financial Network team gather for a discussion on the pros and cons of target date funds. In these popular funds the level of risk is gradually adjusted to coordinate with a specific event date such as retirement.  Find out why this easy, set-it and forget-it investment may be far from the best option for investors.

Program Length: 15 minutes

Sep 6, 2019

You’ll hear a personal, first-hand story on why it’s absolutely essential to plan for the unexpected. An unforeseen event could happen regarding your finances, your health, your family, just about anything. Things we can’t control are the most difficult to navigate, but they can be overcome if you have a plan.

Program Length: 39 minutes

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