Info

Your Life Your Wealth

Exclusive interviews from the nation's most renowned experts on topics ranging from personal finance to global markets and politics. Expert insights for enhancing Your Life and Your Wealth brought to you by Cordasco Financial Network.
RSS Feed
Your Life Your Wealth
2024
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February


Categories

All Episodes
Archives
Categories
Now displaying: Page 8
Jul 23, 2020

On today’s podcast, Steve covers Main Street Lending, a new federal program created to help businesses recover from the economic downturn caused by the COVID-19 pandemic. He speaks with Bob Simpson, CPA with the accounting firm of Brinker Simpson. They discuss details of the Main Street program and note the differences between this and previous government efforts to help small and midsize businesses through the current economic strain. 

Program Length: 27 minutes

Jul 17, 2020

The real estate market is a bright spot in the current pandemic economy. In response to several listener questions, I talk with Tommy LePera of the LaPera Team at Berkshire Hathaway - Fox Roach Realtors in Brigantine, NJ, about the strength of the current real estate market along the New Jersey coast.  We look at a very real paradigm shift in how buyers and sellers view today’s market, and why some part-time vacation homes in resort communities are becoming full-time family homes.

Program Length: 27 minutes

 

 

Jul 10, 2020

Today we focus on taxes and enforcement with my friend and frequent guest, Ian Comisky, attorney and partner at Fox Rothschild.  Ian has more than 35 years of experience representing corporations and individuals in civil and criminal tax litigation.  We discuss and clarify the just-released U.S. Supreme Court rulings involving President Trump’s efforts to keep his personal and business tax returns away from congressional and other governmental investigations. Ian also shares details of a new IRS data analytics unit and the agency’s latest digital surveillance efforts, including their use of Facebook, spy cams and cell phone records to find tax cheats.

Program Length: 20 minutes   

Jul 10, 2020

This week we’re addressing a listener’s question about one of the many recently publicized doom and gloom predictions concerning the equity market’s reaction to the COVID-19 pandemic. One often quoted pundit says he sees a “1930’s-like market decline.” To help us sort through the dire predictions we so often hear, is Joe Cortese.  Joe is a principal and senior consultant at DiMeo Schneider and Associates, and a member of our investment team at CFN.

Program Length: 26 minutes

Jul 2, 2020

Many have been asking about how the outcome of November’s presidential and congressional elections will impact the future of our economy and the markets, and how recent government stimulus dollars will impact future tax policy. To get some answers, I’m joined by Chris Edwards, economist and director of tax policy studies at the Cato Institute. We discuss how the upcoming election results will impact our financial future.

Program Length: 25 minutes

Jun 26, 2020

Steve Cordasco is joined today by CFN’s John Walker to discuss findings released by Vanguard that make a solid case for the added value of working with a financial advisor when compared to do-it-yourself investing. We discuss the three primary quantifiable benefits you can realize by engaging the services of a professional. These key planning strategies can make a significant difference in the growth of your portfolio.

Program Length: 24 minutes

Jun 19, 2020

Nearly all investors have felt the effects the COVID-19 pandemic has had on the equity and credit markets over the past several months.  Today, CFN’s Dennis Jablonoski hosts and is joined by Eric Green, Certified Financial Analyst and Senior Managing Partner at Penn Capital. They look ahead to the long-term impact of federal stimulus dollars on our economy and what the Federal Reserve’s recent moves have done to effect the markets. Also, with the November elections just a few months away, they discuss what role political results might have on economic conditions in the months ahead.

Program Length: 18 minutes

Jun 12, 2020

Markets are volatile, social unrest is prevalent and concerns about the pandemic continue.  We’re living in uncertain times and many investors are searching for certainty and stability. I’m joined today by CFN Financial Planner Ryan Flurer to discuss annuities.  We detail the pros and cons of various types of annuities, the associated costs, ways they’re marketed and what role they can play in your overall financial plan.

Program Length: 26 minutes

 

Jun 5, 2020

Disagreements involving financial issues are a problem for many couples. Even in normal times, these issues are difficult to resolve. Today with layoffs, pay cuts, and general financial uncertainty finding common ground and an agreeable way to handle personal finances has become more challenging.  Joining me to discuss the skills for achieving real financial teamwork that can lead to better joint decisions about your money is Megan McCoy, Ph.D., professor of Financial Therapy at Kansas State University. We focus on the importance of understanding the benefits of a holistic approach to finances and ways you can reach financial harmony.

Program Length: 19 minutes

May 29, 2020

The COVID-19 pandemic has had numerous effects on all of us and has been a catalyst for change in many areas.  One significant impact is in the rapidly changing world of technology. It’s changed where and how we work, how our children learn, how we shop and spend, how we make financial transactions, and even how we consume medical services. CFN’s John Walker talks with computing technology professional Jason Perlow to discuss several recent advancements and what impact the accelerated rate of technological change has had on our lives.

Program Length: 26 mins

May 22, 2020

With the federal government pumping trillions of dollars of stimulus into our system to keep the economy moving, will we inevitably enter an inflationary period following this self-imposed economic shutdown?  Over the past few weeks, I’ve heard from many of you with questions about inflation. Joining me is Brad Long, a member of our investment team at DiMeo Schneider & Associates to discuss the prospects for inflation, and how to better position your investments going forward.  We also discuss ways to strike the right balance between short term economic concerns and long term expectations for the economy.  

Program Length: 24 minutes

May 15, 2020

The COVID-19 health crisis, as well as our current low interest rate environment, has triggered changes in the availability and cost of life insurance. Some changes on the near-term horizon may make it even more difficult for you to find an affordable insurance solution for the coverage you need.  Now may be the best time to look at your coverage and make sure you and your family are sufficiently protected. CFN’s John Walker talks with Mike Sapyta, Vice President, Advanced Planning at Highland Capital Brokerage.  Mike is an expert in the life insurance field that we at CFN often turn to for additional guidance.

Program Length: 21 minutes

May 8, 2020

Many businesses are still closed, the nation’s jobless numbers continue to grow, and the equity markets remain volatile. There are still many unknowns about the future of our economy.  CFN’s John Walker discusses several creative financial planning ideas for you to consider that may put additional dollars in your wallet and help you better position yourself for when more favorable economic conditions return. John also shares recent comments on the economy made by legendary investor Warren Buffet.

Program Length: 17 minutes

May 1, 2020

The COVID-19 pandemic and the resulting economic crisis have forced us to seriously consider our own mortality and recognize the many considerations our families will face when we die. For many of us, we want a say in how those important decisions are made including: health care directives, powers of attorney, wills, trusts, and more. I’m joined by Kathleen Bilderback, Estate Planning Attorney with the Affinity Law Group and board member at the Society of Financial Service Professionals.

Program Length: 20 minutes

Apr 30, 2020

Bob Simpson, CPA and partner, and Kristen McCabe, CPA manager, from the accounting firm of Brinker Simpson, return to discuss the latest information on the federal government’s financial relief options made available to business owners and employees. We provide clarity on the available programs and help you better understand the recent changes. CFN Financial Planner Dennis Jablonoski also joins us to share several specific questions we’ve received from business owners we help.

Program Length: 26 minutes

Apr 17, 2020

It’s difficult not to think about the possibility that family members you provide for may need financial protection should you die during this or any health crisis.  If you were gone, how would your spouse pay the mortgage? How would your children’s education be funded? John Walker is joined by fellow CFN team members Desiree Reil and Ryan Flurer to discuss life insurance and other guaranteed benefit investment options that should be considered, especially during the COVID-19 outbreak.

Program Length: 19 minutes

Apr 10, 2020

Today, a look under the hood at what Team Cordasco is doing day-to-day during the current economic crisis. I detail several of the timely investment strategies we’re currently executing including tax loss harvesting, portfolio rebalancing, managing the temporary suspension of required minimum distributions, IRA conversions, advanced estate planning and more.  

Program Length: 29 minutes

Apr 6, 2020

I welcome back to the Your Life Your Wealth podcast, Joe Cortese, our CFN investment partner at DiMeo Schneider & Associates.  Following our recent webcast on process and investment strategy amidst the ongoing Covid-19 battle, we answer your questions on a variety of issues including diversification, pension solvency, municipal bond investing, market volatility, precious metal investing and more.

Program Length: 26 minutes

Apr 3, 2020

As the covid-19 pandemic continues, the federal government has initiated significant financial assistance for business owners. I welcome Mike Gillen, CPA, Director of the Tax Accounting Group at the Philadelphia law firm of Duane Morris, to today’s podcast. We give clarity to and discuss specific details of the various programs of the CARES Act. We also review several new government programs designed to help business owners, sole proprietors and independent contractors survive the current economic crisis.

Program Length: 27 minutes

Mar 27, 2020

Large and small non-essential businesses remain closed as the spread of coronavirus continues. This dire health crisis has created an economic crisis and the federal government has stepped in with a massive stimulus package to help us navigate these uncharted waters. On today’s Your Life Your Wealth podcast, I’m joined by Bob Simpson, CPA and partner, along with Kristen McCabe, CPA manager, from the accounting firm of Brinker Simpson. We’ll help you gain clarity on the financial relief available to business owners and employees under the CARES Act. We discuss the Paycheck Protection Program from the SBA, the extended unemployment program for displaced workers, direct payment stimulus for individual taxpayers and much more.

*Podcast # 230 was recorded using cellular technology to abide by CDC social distancing guidelines.

Program Length: 22 minutes

Mar 20, 2020

I discuss the current economic crisis resulting from the global coronavirus pandemic, and illustrate the important differences between today’s economic conditions and difficult times we’ve experienced previously. The collapse of 2008 was a financial crisis. Today we’re experiencing an economic crisis. Each has distinct characteristics, so I detail strategies needed to overcome the hardships that result. Plus, I share my buy, sell or hold recommendations and the benefits of a financial plan, especially now.

Program Length: 25 minutes

Mar 13, 2020

Significant volatility in the stock market continues amid the growing threat of coronavirus. Today, a laser-focused conversation to help individual investors gain perspective on current market conditions. CFN’s John Walker is joined by Psychologist, Dr. Frank Murtha, Ph.D., specialist in the field of behavioral finance.  He’s the author of MarketPsych: How to Overcome Fear and Build Your Investor Identity, and co-founder of MarketPsych, a consulting firm to the financial industry specializing in analysis of investor psychology. Dr. Murtha, who has been featured on CNBC, National Public Radio, and The Nightly Business Report, joins us to discuss effective ways to calm anxiety and allay the fears most individual investors are currently experiencing due to the stock market’s extreme volatility.

Program Length: 25 minutes

Mar 8, 2020

During this special edition of the Your Life Your Wealth podcast, Cordasco Financial Network notes International Women’s Day, a global day celebrating the social, economic, cultural and political achievements of women. We do so with a focus on the work of a distinguished woman with a significant connection to the Philadelphia region. CFN’s John Walker and Dennis Jablonoski speak with Lisa Ertz Director of the Safety Alliance at the High School Football program at “Defend Your Head,” and mother to Eagles tight end Zach Ertz.  Lisa also has three other sons: a college baseball pitcher, a recent graduate of Cal-Berkeley, and a son whose college playing career was cut short by multiple concussions. As a mother possessing first-hand experience with the risks and rewards of playing football, Lisa has a unique and valuable perspective on the issues associated with the sport and the importance of making it safe for everyone who plays. John and Dennis spoke with Lisa during their recent visit to the 27th Annual Emerald Asset Management Ground Hog Day Investment Forum in Philadelphia.

Program Length: 14 minutes

Mar 6, 2020

During yet another volatile week on Wall Street, due in large part to the uncertainty surrounding the spread of the coronavirus, another story has garnered significant news coverage and has impacted the market almost as much. It was the political twists and turns surrounding the Democratic presidential primary both before and after this week’s so-called Super Tuesday. We’ve focused recent podcasts on the impact of the coronavirus on the stock market.  This time, CFN’s John Walker discusses the impact elections, and the political party in power, have had on stock market performance.  John’s historical look yields some interesting results you may not have expected.

Program Length: 17 minutes

Feb 28, 2020

There has been significant volatility in the equity markets during the past week, primarily in reaction to the global spread of the coronavirus. Ongoing news of the spread has caused market uncertainty. Markets are resilient, but fear of the unknown rattles investors’ nerves which promotes market volatility. CFN’s John Walker and Dennis Jabloloski are joined by Joe Cortese of the CFN investment team at DiMeo Schneider & Associates. They discuss the impact the growing threat of coronavirus could have on your portfolio and the importance of maintaining perspective and the long view.

Program Length: 20 minutes

1 « Previous 5 6 7 8 9 10 11 Next » 18