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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.
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Your Life Your Wealth
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Now displaying: September, 2018
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

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

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