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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: Category: general
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

Jun 22, 2018

THE GROWING RETIREMENT AGE GAP 

Steve is joined by Matt Rutledge, economist at The Center For Retirement Research at Boston College.  They discuss the reasons for a growing gap in the ages people retire and the surprising relationship between retirement age and education level.   

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. 

TARRIF TALK FUELS RISK AVERSION FOR SOME INVESTORS

Trade war fears have caused a flight to safety.  Some investors are moving away from equities in search of safer investments.  Steve discusses why a wait-and-see attitude may be best, and how the strength of the economy may overshadow the rhetoric.

Program Length: 50:19 

Jun 22, 2018

THE GROWING RETIREMENT AGE GAP 

Steve is joined by Matt Rutledge, economist at The Center For Retirement Research at Boston College.  They discuss the reasons for a growing gap in the ages people retire and the surprising relationship between retirement age and education level.   

Program length:  17:03

Jun 19, 2018

UNIQUE CHALLENGES FOR WOMEN IN RETIREMENT PLANNING

Steve and guest Catherine Collinson, CEO and President of the Transamerica Institute and Transamerica Center for Retirement Studies, discuss finding success through empowerment and practical solutions.

Jun 15, 2018

ANOTHER INTEREST RATE HIKE BY THE FED

Understanding The Impact On Your Life and Wealth

 

 
 
Jun 15, 2018

ANOTHER INTEREST RATE HIKE BY THE FED

Understanding The Impact On Your Life and Wealth

 

COMBATING INCOME INEQUALITY BY PRIVATIZING SOCIAL SECURITY 

Fiscal Insanity Or A Sound Policy Solution

 

UNIQUE CHALLENGES FOR WOMEN IN RETIREMENT PLANNING 

Finding Success Through Empowerment And Practical Solutions 

 

POSITIONING INVESTMENTS IN INFLATIONARY TIMES

Learn What Asset Classes May Do Well

Jun 8, 2018
WEALTH GOES STEALTH
Why Many With Money Don’t Want You To Know About It
 
MILLIONAIRE MYTHS
Learn What People Think They Know About Millionaires 
 
SENIORS IN SPLITSVILLE
Divorce Among Retirees Is A Growing Trend
 
INFLATION IMPACTS SUMMER TRAVEL
Benefits Of Owning Nearby Vacation Rental Real Estate
Jun 1, 2018
NEW TREND INVOLVING FINANCIAL PLANNING FIRMS AND TAX PREP SERVICES
Benefit to Clients or Questionable Fit
 
 
CAN YOUR PROPERTY TAXES BE A CHARITABLE DEDUCTION
NJ Attorney General Says Yes and Vows To Fight the IRS 
 
 
PROCEED WITH CAUTION WHEN CONSIDERING AN EARLY RETIREMENT
Learn the Dangers of Simple Solutions and Rules of Thumb 
 
 
WHAT TO DO WITH YOUR 401-K WHEN YOU LEAVE THE COMPANY
Details on Determining the Option That’s Best for You 
May 25, 2018

THE RETIREMENT CRISIS

Can the federal government really provide a fix?

 

INVESTING 101

Learn the critically important basics of wealth creation

 

BOND STRATEGY

Rising rates and inflation call for a tweak in bond holdings

 

MEMORIAL DAY

Our support for those who have made the ultimate sacrifice

May 18, 2018

BOND MARKET PERSPECTIVES

Bonds are traditionally viewed as a stable investment, but they are now showing some signs of volatility.  Steve talks with a member of the CFN investment team as they discuss the role bonds play within a diversified investment portfolio.

FIXED ANNUITY FACTS

Annuities may offer comfort to some investors who have an aversion to market fluctuation.  Steve talks about the various types of annuities, and if they should be part of your overall investment plan. Steve highlights the differences between fixed, immediate and variable annuities.

COVERING THE COST OF HEALTHCARE 

The cost of healthcare is high and will continue to rise.  It’s estimated that a 65 year old couple retiring today will need about $280,000 to cover healthcare and medical expenses through retirement. Steve talks about how a variable annuity may help in covering some of those costs during retirement. 

May 11, 2018

SPEND, BUT HAVE A PLAN

Steve and Chris Gibbons, of the Cordasco Financial Network team talk about the fear of over-spending in retirement and the importance of uncovering spending priorities as you plan for those post-working years.

MAXIMIZE YOUR SOCIAL SECURITY INCOME

Steve discusses some of the factors you should consider before accepting social security payments.  Learn the facts about collecting at age 62, 70, or at your full retirement age.

YOUR INHERITANCE, SOONER OR LATER

 Steve talks wills and trusts, but also shares his findings that many parents and grandparents are getting great pleasure out of watching others enjoy what they’ve earned and shared, rather than just knowing they will be provided for after they’re gone.

 

May 4, 2018

LEGENDARY INVESTOR WARREN BUFFET’S TAKE ON BITCOIN 

One of America’s best known and most successful investors has a definitive opinion on bitcoin that may surprise you.  With Warren Buffet’s track record of success, many investors are listening carefully to what he has to say about the cryptocurrency craze.  Find out if he believes it's an investment or speculation?

 

GET RICH QUICK - STRATEGY OR A SCHEME 

Have you ever been sucked into a get rich quick sales pitch? Don’t be ashamed.  Some people are motivated to jump into “investments” that sound too good to be true, and others react with skepticism. Discover if you and your partner are of the same “money mind” when it comes to these so-called opportunities.    

 

MAKE RATIONAL, NOT EMOTIONAL MONEY DECISIONS 

Following your emotions regarding money and investing is never a good idea.  Learn how to avoid that costly mistake, particularly at a time of life when you have fewer years to recover. Be patient, choose wisely.  

 

Apr 27, 2018

Steve discusses the fear of going broke in retirement.  It impacts many, including those who have significant retirement savings.  Concern about over-spending can keep some retirees from enjoying the assets they have accumulated throughout their working life.  Steve discusses how good planning and the development of careful spending habits can alleviate this common fear and help retirees live their best life. 

Next, Steve takes an in-depth, two-segment look into work related retirement plans such as 401(k), 403 (b) and profit sharing pension plans.  Noting that many company plans are deficient in some critical areas, Steve offers specific action plans for employers and employees to make the company plan more advantageous for all who participate. 

Then, Steve talks about productive ways of opening a dialog between employers and employees regarding a company's retirement savings plan, and the many resources Cordasco Financial Network can provide. 

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