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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: 2018
Sep 21, 2018

NEW ELECTRONICS THAT SHOULD BE ON YOUR “MOST WANTED” LIST

I talk with Anthony Mongeluzo, President of PCS, an IT services and solutions company.  We discuss the new iPhones and Watches from Apple.  Many of the products offer advancements that are particularly useful for older adults. The new Apple Watch features auto work-out detection, heart monitoring functions, the ability to perform an EKG, and the ability to detect a fall with automatic notification of emergency services.

Program Length: 14 minutes

Sep 18, 2018

HOW MUCH WILL YOU SPEND EACH YEAR IN RETIREMENT?

The biggest fear many retirees have is running out of money.  To address this major concern, I analyze a new study published in the Wall Street Journal which helps determine how much money you may need each year of your retirement.  I also discuss why it's necessary to go beyond the numbers to best understand what is really important to you in your retired years. 

Program Length 21 minutes

Sep 14, 2018

A CONVERSATION WITH P. J. O’ROURKE 

I traveled to an event at the CATO Institute in New York City and had the pleasure of interviewing one of my favorite authors, P. J. O’Rourke.   He’s a political satirist, journalist, and the author of 19 books, including his latest “None of My Business:  P. J. Explains Money, Banking, Debt, Equity, Assets, Liabilities, and Why He’s Not Rich and Neither Are You.”  During our wide-ranging discussion we cover his book, his assessment of the Trump economy, his take on millennials, and the true value of a college education.  

Program Length: 21 minutes

Sep 11, 2018

HABITS OF HIGHLY SUCCESSFUL PEOPLE

A recent behavioral survey of self-made millionaires identifies several similar habits.  Join me to learn the practical benefits of these lifestyle habits.

Program Length: 13 minutes

Sep 7, 2018

PRESIDENT TRUMP SEEKS TO IMPROVE RETIREMENT SECURITY FOR ALL AMERICAN WORKERS

President Trump has issued an executive order to relax some rules that govern retirement accounts and minimum required distributions in the near future.  His stated goal is to strengthen retirement security for American workers and expand access to workplace retirement savings plans.  He wants to make it easier for small businesses to join together to offer retirement plans which may be only available to employees of larger companies.  To discuss the intended result of President Trump’s order, I’m joined by Jim Tate and Tim Joseph, both CPAs, Wealth Advisors and Tax Specialists at Cordasco Financial Network.

Program Length: 19 minutes

 

Sep 4, 2018

AN ALTERNATIVE TO THE SKYROCKETING COSTS OF HIGHER EDUCATION

Higher education is essential in preparing young people for bright futures. The rapidly increasing cost of a college education is a growing concern. Some students will take on large amounts of debt. Many parents and grandparents will help pay for a college education, but often to the detriment of their own future financial security. There are other options, such as a military path to pay for higher education. In this extended interview, I speak with Retired Army Major General Walter T. Lord, South Philadelphia native and President of Valley Forge Military Academy and College, located in Radnor, PA. We discuss General Lord’s own personal story of higher education at VFMAC and detail the personal and professional benefits of a military education, which include scholarships to help cover education costs.

Program Length: 29 minutes

Aug 31, 2018

ANNUITIES: INVESTMENT OR INSURANCE?

I’m joined by Cordasco Financial Network’s Ryan Flurer.  Ryan, a CFN Financial Planner, has extensive knowledge after years of experience in the insurance space.  We discuss fixed, variable, immediate, deferred and indexed annuities to help determine what type may be appropriate for you.  

Program Length: 12 minutes

Aug 28, 2018

PRESIDENT TRUMP’S ECONOMIC WARFARE

Throughout history tariffs have been used as an effective economic tool to protect American workers and business owners, but in many cases were short-lived.  Political columnist and author, Michael Walsh, joins me to discuss President Trump’s use of tariffs in economic warfare to strategically pursue American interests.

Program Length:  15:29

Aug 24, 2018

NEW TAXES ON VACATION HOME RENTALS IN NEW JERSEY 

I’m joined by Cordasco Financial Network in-house CPAs Jim Tate and Tim Joseph.  We explain new taxes that directly impact vacation property owners and renters who use websites to connect for short-term seasonal rentals.  Starting in October these new taxes, totaling more than 11%, will be paid by the renters.  

Program Length 25 minutes

Aug 21, 2018

Tariffs and threats of a global trade war impact the health of our economy. I’m joined by Dennis Jablonoski, Financial Planner and Retirement Plan Specialist with Cordasco Financial Network. We discuss how recent economic news may affect asset allocation. 

Aug 17, 2018

MAKE MEMORIES: TRAVEL WITH FAMILY  

A recent survey found that the number one reason Americans are saving today isn’t for college, a home purchase, or even for retirement.  Most Americans are saving for a vacation! I discuss family vacation options and how family vacations create a lifetime of memories.  

Program Length: 14 minutes

Aug 14, 2018

COVERING THE COST OF PARENTAL LEAVE

Some D.C. politicians have cooked up a new idea on how to fund the cost of parental leave for employees that won’t create another taxpayer funded entitlement. I will fill you in on the details of the plan that includes early use of your social security money and a later retirement age.

Program Length:  6:18

Aug 10, 2018

THE POLITICAL LANDSCAPE AND YOUR MONEY: IS THERE A DIRECT LINK? 

As the mid-term elections approach, I’ve received a number of questions inquiring about what a shift in the political winds might mean for your investments.  In this segment, I look at how past elections and political turmoil have impacted the markets and our economy.

Program Length 13:51 

Aug 7, 2018

Steve visited Mike Carter, Founder, President and CEO of BizEquity, at his offices in Center City Philadelphia.  They took a deep dive into the the process of how BizEquity determines the value of a business, and discussed the importance of knowing the value. To listen now to

Program Length 15:12 

Jul 31, 2018

FIVE AREAS TO WATCH AS ECONOMIC GROWTH CONTINUES: MID YEAR REVIEW  

The first half of 2018 is now in the history books.  Steve talks with Brad Long from our investment team as they review economic and investment strategies and take a look ahead in this extended two segment discussion. 

Program Length: 23:37

Jul 27, 2018

EXCHANGE TRADED FUNDS

Steve and CFN Relationship Advisor Brian Hillsberg talk about exchange traded funds, how they work and the reasons for their growth in popularity among investors.  

Program Length 21:33
Jul 24, 2018

Meet The Cordasco Financial Network Team

Tim Joseph, CPA and Financial Advisor, details the importance of proper tax planning when creating a comprehensive financial plan. Tim discusses CFN’s team approach to identifying and addressing potential problems before they occur, and talks about implications of the new tax laws for 2018.     

Program Length:  13:52

Jul 20, 2018

MEET THE CORDASCO FINANCIAL NETWORK TEAM

Dennis Jablonoski, Financial Planner and Retirement Specialist, discusses ways to engage and fully understand an individual’s needs to properly plan for their financial future.  It’s more than just numbers, its a deeper understanding and growth of a relationship with their advisor that helps CFN clients live their best lives.  

Program Length:  15:02 

 
Jul 16, 2018
LIFE LESSONS FROM A POKER CHAMP
 
Steve’s favorite read for Summer 2018, is "Thinking in Bets: Making Smarter Decisions When You Don’t Have All The Facts” by former poker champ turned business consultant Annie Duke.  In this episode they discuss her unique career, dealing with uncertainty, and ways to avoid making emotional decisions.  Good practices for poker players and investors.
 
Program Length 31:09
Jul 13, 2018

YOUR LIFE YOUR WEALTH - LEISURE EDITION:

THE BOOKS OF SUMMER

Steve talks to Mark Rotella, executive editor of Publishers Weekly, about the summer book scene.  They discuss the business of books and what’s new in areas like self-help, breezy fiction for the beach, and more. 

Program Length: 14:06

 

 

 
 
Jul 10, 2018

PROCEED WITH CAUTION WHEN CONSIDERING AN EARLY RETIREMENT

Steve discusses the dangers of simple solutions and rules of thumb for those who want to retire early. 

Program Length 12:26

Jul 6, 2018

ATTENTION BUSINESS OWNERS:  KNOW THE VALUE OF WHAT YOU OWN

Learn what every business owner needs to know about the value of their company.  Steve talks with Michael Carter, President and CEO of BizEquity, the world's largest provider of business valuations.

Program Length 15:38

Jul 3, 2018

WEALTH IS NOT GROWN WITHOUT REALLY TRYING

Learn the simple and practical principles that represent the keys to financial success

Program Length 14:59

Jun 29, 2018

THE TRIPLE TAX BENEFITS OF HEALTH SAVINGS ACCOUNTS 

Steve explains how this often overlooked option can be an excellent vehicle for retirement savings 

Program Length 13:17

Jun 26, 2018

THE INVESTMENT FEE TAX BREAK BIDS FAREWELL

The tax benefits associated with the costs of obtaining financial advice have been eliminated.  Steve takes a close look at this provision of the new tax code, and how it impacts investors and financial professionals.  The politicians in Washington deserve the blame, but there might be a viable work-around. 

Program length: 19:10

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