News of inflation and the potential for rising interest rates are getting a lot of attention. Steve begins with a discussion on the recent activities of the Federal Reserve and how moves by the nation's central bank affect our economy. Steve focuses particular attention on those in, or planning for, retirement.
Then, Tim Joseph, CPA with Cordasco Financial Network, joins Steve for a comprehensive discussion on tax planning. During this extended session, they talk about specific changes in the 2018 tax laws and the importance of having a sound tax strategy while planning for retirement.
Steve wraps things up by discussing the Cordasco Financial Network team approach, and ways CFN can help address the issues discussed on today's program.
First, Steve talks with Altan Wuliji, Consultant with CFN’s investment team at DiMeo Schneider & Associates. They take a look at the causes of this past week’s market volatility. The key word to remember is...perspective. How the numbers actually impacted your portfolio and what can be done to manage your anxiety.
Next, Steve takes an even deeper dive into stock and bond markets volatility. The news media seems preoccupied with negative financial news. Often market moves are presented as a disaster in the making. Steve tamps down the hysteria with a clear and rational look at the facts to counteract investors’ fears.
Last, find out how to pick a financial advisor and organize the priorities that are important to you. You won’t want to miss Steve’s checklist on how to find the right advisor for you.
To start the show, Steve is joined by former football player for the Philadelphia Eagles Dennis Franks. Dennis will open up about the difficult transition out of football to business, and how he reinvented himself. Learn how he found his own success and how his insight can help you and your retirement planning. Plus, you’ll get an exclusive Eagles forecast for the big game this weekend!
Last, what is the best measurement system when it comes to your investment returns? Steve will walk you through how to create your own personal benchmark to help reduce your investment performance stress.