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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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Your Life Your Wealth Network
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Now displaying: Category: general
Dec 11, 2018

Did the recent wild swings in the markets cause you to rethink your investment strategy? Healthy markets move up and down, and often evoke emotional responses from investors.  I’ll explore the reasons for these swings, look at them historically, and tell you why I believe that an unemotional assessment of current conditions show that our economy is fundamentally sound. 

Program Length: 15 minutes

Dec 7, 2018

Managing Expectations for the Long Term

Market conditions aren't within our control.  As we continue to experience large swings, I discuss the ways to help investors cope and manage expectations through a low-return period.

Program Length: 17 minutes

Dec 4, 2018

Jack Bogle, founder of The Vanguard Group, has made bold predictions about the markets for the next ten years. He offers a pessimistic outlook about returns on stock and bonds.  I don't simply accept or reject his predictions, instead I analyze them in order to gain proper perspective, and I share my thoughts.  

Program Length: 24 minutes

Nov 30, 2018
A Holiday Gift That Keeps On Giving 
 
Want to jump-start the financial future of a young person this holiday season?  There’s a unique gift you may want to consider, a Roth IRA. There are just a few restrictions, but the money will grow tax-free for decades and could even be used for a first-time home purchase.
 
Program Length:20 minutes
Nov 26, 2018

I discuss how wealth comes in many forms and means different things to different people. I then talk about the various professions within the world of money management to help you determine the most suitable professional for your individual situation.

Program Length: 15 minutes

Nov 20, 2018

A Tax Saving Twist

New tax law ended deductions on advisory fees. I discuss how you can get tax savings from a long-held qualified retirement account rule allowing you to pay your financial advisor’s fee out of your IRA account with no tax or penalty, but there are some restrictions you should consider.  

Program Length: 6 minutes

Nov 16, 2018

Coping with Market Volatility

Today, we focus the entire program on recent market volatility with Joe Cortese of the Cordasco Financial Network Investment Team.  We discuss the factors driving volatility, and how to best position investments for today’s market conditions.  We focus on strategies covering stock and bond investing and offer guidance in determining the right mix of domestic and international investments for a well diversified portfolio. 

Program Length: 43 minutes

Nov 13, 2018

Retirement Account Update

CPA Tim Joseph of the Cordasco Financial Network team joins me for a discussion on IRA’s and 401 K’s, and the increase in contribution amounts for 2019.  

Program Length: 19 minutes 

Nov 9, 2018

Post Election Economy

The midterm elections are over and I begin with a look at how the results will impact our nation's economy.  Then, I’m joined once again by nationally syndicated talk radio host Hugh Hewitt, heard weekday mornings on NewsTalk 990, WNTP in Philadelphia.  A few weeks back Hugh joined me with his midterm predictions, now he returns to assess the political landscape with a divided House and Senate.

Program Length: 14 minutes

Nov 2, 2018

Election Day is just around the corner.  At last week's Midterm Talkers Tour event, I sat down with nationally syndicated talk show hosts Hugh Hewitt and Mike Gallagher. Both made predictions and weighed in on the potential ramifications of Tuesday’s election. 

Program Length 15 minutes

Nov 2, 2018

Cordasco Financial Network Relationship Advisor John Walker is with me to discuss ways to deal with the anxiety some investors experience in a volatile market.  We discuss the importance of education, clarity, and direction necessary to weather any market condition.   

Program Length:19 minutes

Nov 2, 2018

Midterms & The Markets

Joe Cortese of the Cordasco Financial Network investment team joins me.  We discuss the potential results of the midterm elections, and how those results, combined with the tone of media coverage, could effect our already volatile markets.  

Program Length: 15 minutes

Oct 30, 2018
Ryan Flurer of the Cordasco Financial Network team joins me to discuss the staggering cost of late life care and the importance of early planning.  We discuss several investment and insurance options designed to address this looming financial burden.
 
Program Length: 29 minutes
Oct 26, 2018
Protecting Our Nation’s Security
 
I speak with Dr. Sebastian Gorka, former Deputy Assistant to President Donald Trump and author of Why We Fight: Defeating America's Enemies With No Apologies.  Our conversation took place at our recent "Midterm Battleground Talkers Tour” event.  We discuss his book about some of the biggest concerns regarding our national security including ongoing economic threats from China.
 
Program Length: 13 minutes
Oct 23, 2018

Retirement Decisions

Determining the right time to retire and knowing what your retirement will look like can be complicated. I discuss how education, clarity and support can help you make good decisions for this important chapter of your life.

Program Length: 25 minutes

 

Oct 19, 2018

Too Big To Fail

I’m joined by James Freeman, author of Borrowed Time: Two Centuries of Booms, Busts and Bailouts at Citi, a book about one of the largest financial institutions in the world.   We discuss the role Citi Group played in the 2008 financial crisis and how it became a “too big to fail” institution.   We also talk about the Federal Reserve’s history and recent Fed criticism by President Trump.

Program Length: 31 minutes

Oct 16, 2018

YOUR IRA PRIMER

IRA's are an important tool used in retirement planning.  I discuss the differences between traditional and Roth IRA’s, and the key benefits of each.  I’ll also detail the need to keep IRA beneficiary designations up-to-date.  Unfortunately, that’s one of the most common mistakes one can make! 

Program Length: 14 minutes

Oct 12, 2018

STOCK MARKET FUNDAMENTALS

I take a deeper look at the fundamentals and discuss reasons markets experience sell-offs. I describe the CFN strategy in dealing with these fluctuations, ways to help overcome fear in the markets, and an approach for maintaining confidence when managing money for those in, or near, retirement.

Program Length: 9 minutes

Oct 9, 2018

CASH & COUNSELING PROGRAM: CARING FOR AGING LOVED ONES

Americans are living longer and for many of us our retirement years may be lengthier than anticipated.  For some, money runs out, and family members must pitch in and provide care.  I discuss long-term care insurance options, and a little known program offering financial help for family members caring for a loved one.

Program Length: 19 minutes    

Oct 5, 2018

REAL ESTATE INVESTMENT TRUSTS 

Cordasco Financial Network CPA Tim Joseph joins me to discuss REITs and how ownership of REITs differs from owning brick and mortar real estate.  We also cover the new 2018 IRS rules that offer tax advantages for REIT ownership.

Program Length: 16 minutes 

Oct 2, 2018

FROM THE LISTENER MAILBAG

A 55-year-old listener submitted that question to AskSteve@CFNPlan.com. She writes, “How would I survive a market crash as I approach my retirement years?” I offer some perspective and discuss a variety of investment options that may be helpful should we experience a market crash or a major correction. We also will cover what an insurance or annuity “stress-test” is and how you can get your portfolio tested here at CFN. Our stress test will help show how your portfolio would fare in the event of a market crash. Do you want your question to be featured on the radio show? You can email us if you have questions or comments to AskSteve@CFNPlan.com

Program Length: 6 minutes

Sep 28, 2018

THE HEALTH OF OUR ECONOMY

Jerome Powell, Chairman of the Federal Reserve, announced another interest rate hike this week.  I’m joined by Adam Newell, a member of the CFN investment team, to discuss the expected impact of the rate hike.  Additionally, we speak about inflation, tariffs and general economic conditions as we enter the final quarter of the year.

Program Length: 27 minutes

Sep 25, 2018

ESTATE PLANNING ESSENTIALS

Estate Attorney Nancy Rice of Rice Elder Law joins me to discuss why estate planning is a key component of every financial plan. We discuss estate taxes, the importance of selecting an appropriate executor, and the need for careful organization of financial data.

Program Length: 15 minutes

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

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