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
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
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
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