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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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Now displaying: October, 2019
Oct 25, 2019

Keeping up with others in our social circles is among the top concerns of affluent investors. Whether it’s through social media or direct contact, we’re constantly exposed to things that others flaunt such as fabulous vacations, expensive new cars or picture perfect family gatherings. When we assess our own lives, it’s easy to understand how feelings of inadequacy manifest.  John Walker explores the financial impact of trying to “keep up with the Joneses.”  He’s joined by psychology professor Mary Pritchard from Boise State University, who has studied the emotional impact of comparing your wealth or success to others.

Program Length: 22 minutes

Oct 18, 2019

For most of us, as we head toward the busy holiday season our attention is on family and friends, and the time we’ll spend with those closest to us. There are however, many other important things to consider at this time including an assessment of our charitable giving for the year.  CFN’s John Walker is joined by Dien Yuen, Assistant Professor of Philanthropy at the American College of Financial Services, an expert on charitable giving for families and charitable institutions. They discuss ways you can help others through donations designed to efficiently fit into your financial and tax planning strategies for the year. These include the benefits of appreciated stock donations, donation bunching, required minimum distribution donations, donor advised chartable funds and more.

Program Length: 28 minutes

Oct 12, 2019

In the news this week, several brokerage firms have started offering free online trading for U.S. stocks and exchange traded funds.  That’s terrific, right?  Not so fast! CFN’s John Walker and Dennis Jablonoski discuss what you should think about before even considering any perceived benefits of free online trading. John and Dennis share many cautionary notes including the importance of recognizing the vast differences between executing a solid investment or retirement planning strategy, and being an online stock trader.  Free online trading may cause you to make more impulsive financial moves, and also can  have tax consequences you may not have considered.    

Program Length: 14 minutes

Oct 3, 2019

Running out of money is the number one fear for people in, or approaching, retirement. Many variables lie ahead including inflation, the high cost of health care, higher taxes, and unpredictable markets. For some, an overly cautious approach to spending can lead to an outright fear of spending, causing people to deprive themselves instead of truly enjoying their golden years. Cordasco Financial Network’s John Walker and Tim Joseph, CPA, discuss strategies for overcoming spending anxiety. 

Program Length: 19 minutes

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