The Psychology of Life Transitions
A.C Update: Steve was joined by Atlantic City’s top talk show host, Don Williams, to discuss the potential rebirth of Atlantic City! Tune in to find out the new attractions coming to A.C this summer!
Psychology of Life Transitions: Steve brought psychologist Nancy Schlossberg onto the show to talk about reshaping your identity and purpose during retirement. Listen to Nancy’s insights and tips!
Tax-Talk: Steve broke down Trump’s tax proposal on Wednesday and how it applies to you, investors, and the economy.
College Time!: Steve gave a big thank you to our clients who helped support the Marine Corps Scholarship Foundation this year! Tune in to hear Steve’s experience at the 42nd Annual Philadelphia Celebratory Ball and his thoughts on the overall escalating price of college education!
Women and Finance: Steve brought Professor Egan onto the show to discuss his research paper “When Harry Fired Sally” which made national headlines this month in magazines like Barron’s and Investment News. Why is there still gender discrimination in the finance industry, and how can we combat it?
NFL Draft: Is the traffic driving you nuts? Let’s talk about the NFL Draft coming into the city of brotherly love! Steve brought on sports talk show host Vince Quinn to get the latest insight into what this means for Philadelphia!
Apples to Apples: Steve took a look at recent lawsuits around 401k’s and the rationale behind the rulings. What does it mean for your future? Find out!
Gorsuch and Golf: Steve combined two current events for a “Lesson’s Learned” segment to teach us about how the nomination of Supreme Court Justice Gorsuch and Sergio Garcia’s Masters Tournament win can teach us a valuable lesson about finance.
Active Managers in Action: Steve talked to Justin Baer of the Wall Street Journal to discuss active vs. passive managers! Are Active Managers really making a comeback? Or is this just a fluke period in time? What is the true value of the stock market? Tune in!
IRS Insomnia: Are you having trouble sleeping at night over your tax audit? We hope not! If you are, attorney Ian Comisky is the right guy to listen too! Stay Tuned!
Spending is Trending: Steve gave his insight on Baby Boomers. How have they changed the way retirees spend? Is it a colossal mistake? Stay tuned!
Taxation Terrors: Steve was joined by Tim Joseph of Cordasco Financial Network to break down everything taxes! What are the biggest mistakes? Is tax software a good idea? Answers are on the way!
The Psychology of Retirement: Steve interviewed psychologist Dr. Hershfield from the Wall Street Journal on the psychology of long term decision making. How does it impact your retirement? Listen in to find out!