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
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: 2020
Dec 31, 2020

Steve is joined by Financial Advisor and CPA Tim Joseph of the CFN team to discuss the latest information on the federal government’s next iteration of the Payroll Protection Program, known as PPP.  The program directly impacts business owners, but Steve also explains how PPP affects the overall economy and ultimately the wealth of all Americans.  Then, the discussion turns to estate tax planning, capital gains, the gift tax and more. With the Biden economic team undoubtedly seeking changes to our existing tax laws, careful planning is now more important than ever. Steve and Tim discuss several strategies.

Listening Time: 33 minutes

Dec 23, 2020

CFN Financial Planner, Retirement Plan and Investment Specialist Dennis Jabloloski is joined by Eric Green, CFA, Chief Investment Officer, Senior Portfolio Manager, and Senior Managing Partner at Penn Capital. They offer their perspective on the markets from the past year. They also take a look ahead at what we might expect for 2021 in the stock and bond markets, specific sectors within the markets and how politics and the ongoing COVID-19 pandemic may impact our economy over the next 12 months.   

Listening Time: 18 minutes

Dec 17, 2020

Many of the biggest stars in the music business, Bob Dylan among the most recent, are monetizing the immense value of their music by selling copyright or control of their life’s work.  We tackle this issue today because these purely financial transactions made by super-wealthy recording artists can have practical application to the financial and tax planning moves you may want to consider to protect your wealth. John Walker, today’s host, is joined by Tax Specialist Tim Joseph, CPA, and Investment Specialist Larry Shaw, all knowledgeable music aficionados and members of the CFN Financial Advisory Team.

Listening Time: 29 minutes

Dec 10, 2020

As 2020 comes to a close, Steve and Joe Cortese of the CFN Investment Team take a broad look at the financial markets, assessing where we are, and how we got here.  They discuss year end market strength, how the news cycle can impact the markets, the potential for a continuation of federal deficit spending, as well as the prognosis for interest rates. They also offer a look under the hood on the investment selection process at Cordasco Financial Network.

Listening Time: 27 minutes

Dec 4, 2020

We’re in the midst of giving season and your best intentions deserve to be rewarded.  Steve is joined by CPA Tim Joseph of the Cordasco Financial Network team to discuss ways you can reduce this year’s tax bill through tax efficient charitable giving. 

Listening Time: 18 minutes

Nov 26, 2020

Cordasco Financial Network kicks off this holiday season with a special message.  John Walker, Jim Tate, and Deiree Reil on behalf of Steve Cordasco and the entire CFN team, share their appreciation for the many things in life we tend to take for granted.  Unlike any year in our memory, 2020 has created many challenges, but also helped us better appreciate the genuinely important things in our lives. The entire CFN Team offers you a bit of inspiration as we wish you and yours a very Happy Thanksgiving.

Listening Time: 18 minutes

Nov 21, 2020

CFN Retirement Plan Specialist Dennis Jablonoski and Financial Planner Ryan Flurer host a special edition of the Your Life Your Wealth podcast focusing on 401k plans. These employer-based plans need attention at regular intervals in order to be most effective for all involved. Dennis and Ryan discuss several year-end 401k plan issues and offer practical guidance for both employees participating in 401k plans and employers offering them.

Listening Time: 24 minutes

Nov 7, 2020

CFN presents highlights of our live post-election webcast from November 6th.  Steve, is joined by Joe Cortese, member of the CFN investment team from DiMeo Schneider and Associates. Before a virtual audience, they discuss ways the outcome of the presidential election may impact your investment strategies.  Also, CFN’s Jim Tate, CPA, offers his perspective on the potential tax implications of a new administration.  Please note: The full video webcast will be available soon.  

Listening Time: 36 minutes

Oct 30, 2020

Tuesday is decision day and we’re approaching a pivotal moment in our nation’s history. In just a few days we’ll have a better read on the direction the nation will take politically.  In preparation for this event, listeners like you have been asking us questions, seeking answers to help you better prepare for any outcome. Today, I pose several of your investment questions to my guest, Joe Cortese from DiMeo Schneider & Associates, a member of the CFN Investment Team.

Listening Time: 33 minutes

Oct 23, 2020

As a follow-up to last week’s podcast comparing the tax plans of each candidate, today I talk financial planning. I detail several investment strategies you should consider if we were to enter a period of higher taxes and increased regulation likely to take place during a Biden presidency. Be ready for all eventualities as we wait for the results.

Listening Time: 23 minutes

Oct 16, 2020

Today, I take a deep dive into the Biden tax plan.  Should he win the Presidency and implement his plan with the help of a like-minded Congress, there are essential tax planning moves you need to consider in order to mitigate a potentially costly impact. I detail the likely changes, the pre-year end planning moves you need to consider, and illustrate ways you can keep more of what you earn by being proactive.

Listening Time: 38 minutes

Oct 9, 2020

Change is constant and many things we anticipate with fear often end up nowhere nearly as bad as we imagined. It’s true in many aspects of our lives ranging from home and family, to work, and even what happens in the world around us. As we head toward the all-important first Tuesday in November, we’re receiving many “what if” questions here at CFN. I’m joined today by CPA Jim Tate, of the CFN Team to discuss how several of the “what if” scenarios could play out as they relate to your investments and retirement planning. Opportunity will be found no matter what the outcome in November.  

Listening Time: 28 minutes

Oct 3, 2020

The President’s diagnosis has created political fall-out and concern about the election. Our attention now turns toward our fragile COVID economy and our volatile stock markets.  For a wide ranging discussion on the impact of the President’s diagnosis, both economically and politically, Steve is joined by Peter Morici. He’s an expert on economic policy and international economics, and professor emeritus of International Business at the University of Maryland. Peter has authored 18 books and is a nationally syndicated columnist for Dow Jones Market Watch and The Washington Times. His commentary is frequently featured on CBS, BBC, FOX, CNN, ABC, CNBC and NPR.

Listening Time: 24 minutes

Sep 25, 2020

Steve discusses the new work environment many of us are experiencing as a result of the pandemic. He also shares strategies for dealing with the economic shift taking place, accelerating plans for businesses and careers, and how COVID may impact retirement.  Then, Steve shares an important announcement regarding Cordasco Financial Network and how the pandemic has impacted the pace of change at the firm. Steve explains how his 5-year plan for growth and expansion has been achieved in just 5 months, and the benefits realized from those changes.

Listening Time: 24 minutes

Sep 18, 2020

Questions about tax planning and tax strategies are among the most frequently asked of the team at Cordasco Financial Network. Today, Steve is joined by CPA and Financial Advisor Tim Joseph for a head-to-head comparison on ways the Trump and Biden tax plans might affect you.  They discuss the candidates’ specific proposals for the estate tax, social security tax, capital gains tax and more.

Listening Time: 22 minutes

Sep 12, 2020

Dennis Jablonoski, financial planner on the Cordasco Team, sits in for Steve and is joined by fellow CFN Investment Team member Joe Cortese of DiMeo Schneider and Associates.  They discuss the markets as we head into the final quarter of this very volatile year.  With the tech sector continuing to whipsaw, the future of the pandemic still unknown and a looming Presidential election, Joe provides valuable perspectives for investors.

Listening Time: 21 minutes

Sep 5, 2020

Getting to retirement takes years of thoughtful planning, but what happens once you reach retirement? So many of us have focused so carefully during the planning stage that we’ve either forgotten about, or spent little time thinking about, the many years we’ll actually spend in retirement. Dennis Jablonoski financial planner on the Cordasco Financial Network team hosts today’s podcast.  He’s joined by fellow CFN Team member Tim Joseph, CPA.  They discuss strategies to address the many challenges of getting through retirement.  

Program Length: 22 minutes

Aug 28, 2020

Federal Reserve Chairman Jerome Powell made a surprising economic policy announcement this week relating to inflation. On today’s podcast, I discuss details of the announcement and what it means to you and your money. I tell you about strategies you should consider regarding your investments in stocks, bonds, real estate, gold and cash.

Program Length: 31 minutes

Aug 21, 2020

Many listeners have asked about the financial implications of making the State of Florida their primary residence. I’ve recently discovered a very helpful book on the subject, and today I speak with E. Michael Kilbourn, co-author of The Florida Domicile Handbook.  Michael is a leading national authority on the complexities of domiciling in Florida. We discuss the many advantages of establishing a Florida domicile including savings on individual and corporate income taxes, estate planning and more.

Program Length: 20 minutes

Aug 14, 2020

Interest rates are at historic lows.  Today, we discuss managing the bond portion of a diversified portfolio in the current low interest rate environment, that may not have reached bottom yet.  Joining us is Joe Cortese, Senior Consultant at DiMeo Schneider & Associates and member of the Cordasco Financial Network Investment Team. We also analyze indicators to help us better understand the direction interest rates could be moving in the future.

Program Length: 24 minutes

Aug 6, 2020

Listener questions about the current coin shortage lead us to today’s guest, Philip Diehl 35th Director of the United States Mint, former Chief of Staff of the U.S. Treasury Secretary and current President of U.S. Money Reserve.  He helps us understand the reasons for the current shortage and offers insights into how U.S. coin demand and production are managed. In the second half of the podcast, we discuss why owning precious metals, either physical or paper investments, should be considered as part of your portfolio and how economic conditions impact their suitability.

Program Length: 35 minutes

Jul 31, 2020

COVID-19 pandemic has had a huge impact on business operations. The restaurant industry continues to be particularly hard hit as requirements for social distancing and outright bans on indoor dining have taken a toll.  Joining me today is Pete Ciarrocchi, owner of the legendary Chickie’s & Pete’s. We discuss ways the pandemic has impacted his company and the restaurant business in general. Pete shares his key strategies for success that even apply under the most adverse business conditions. Learn how drive and a positive attitude can guide anyone with an entrepreneurial spirit to success.    

Program Length: 22 minutes

Jul 28, 2020

Did you know that working from home could cost you money on your taxes? Our CEO, Steve Cordasco, is joined by Bob Brinker, Founder and Managing Partner of accounting firm Brinker Simpson to discuss this hot topic. Learn more about how you could be impacted by the “Convenience Rule.”

Program Length: 9 minutes

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

 

 

1 2 3 Next »