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
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
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
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
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