MAKE MEMORIES: TRAVEL WITH FAMILY
A recent survey found that the number one reason Americans are saving today isn’t for college, a home purchase, or even for retirement. Most Americans are saving for a vacation! I discuss family vacation options and how family vacations create a lifetime of memories.
Program Length: 14 minutes
COVERING THE COST OF PARENTAL LEAVE
Some D.C. politicians have cooked up a new idea on how to fund the cost of parental leave for employees that won’t create another taxpayer funded entitlement. I will fill you in on the details of the plan that includes early use of your social security money and a later retirement age.
Program Length: 6:18
THE POLITICAL LANDSCAPE AND YOUR MONEY: IS THERE A DIRECT LINK?
As the mid-term elections approach, I’ve received a number of questions inquiring about what a shift in the political winds might mean for your investments. In this segment, I look at how past elections and political turmoil have impacted the markets and our economy.
Program Length 13:51
Steve visited Mike Carter, Founder, President and CEO of BizEquity, at his offices in Center City Philadelphia. They took a deep dive into the the process of how BizEquity determines the value of a business, and discussed the importance of knowing the value. To listen now to
Program Length 15:12
FIVE AREAS TO WATCH AS ECONOMIC GROWTH CONTINUES: MID YEAR REVIEW
The first half of 2018 is now in the history books. Steve talks with Brad Long from our investment team as they review economic and investment strategies and take a look ahead in this extended two segment discussion.
Program Length: 23:37
EXCHANGE TRADED FUNDS
Steve and CFN Relationship Advisor Brian Hillsberg talk about exchange traded funds, how they work and the reasons for their growth in popularity among investors.
Meet The Cordasco Financial Network Team
Tim Joseph, CPA and Financial Advisor, details the importance of proper tax planning when creating a comprehensive financial plan. Tim discusses CFN’s team approach to identifying and addressing potential problems before they occur, and talks about implications of the new tax laws for 2018.
Program Length: 13:52
MEET THE CORDASCO FINANCIAL NETWORK TEAM
Dennis Jablonoski, Financial Planner and Retirement Specialist, discusses ways to engage and fully understand an individual’s needs to properly plan for their financial future. It’s more than just numbers, its a deeper understanding and growth of a relationship with their advisor that helps CFN clients live their best lives.
Program Length: 15:02
YOUR LIFE YOUR WEALTH - LEISURE EDITION:
THE BOOKS OF SUMMER
Steve talks to Mark Rotella, executive editor of Publishers Weekly, about the summer book scene. They discuss the business of books and what’s new in areas like self-help, breezy fiction for the beach, and more.
Program Length: 14:06
PROCEED WITH CAUTION WHEN CONSIDERING AN EARLY RETIREMENT
Steve discusses the dangers of simple solutions and rules of thumb for those who want to retire early.
Program Length 12:26
ATTENTION BUSINESS OWNERS: KNOW THE VALUE OF WHAT YOU OWN
Learn what every business owner needs to know about the value of their company. Steve talks with Michael Carter, President and CEO of BizEquity, the world's largest provider of business valuations.
Program Length 15:38
WEALTH IS NOT GROWN WITHOUT REALLY TRYING
Learn the simple and practical principles that represent the keys to financial success
Program Length 14:59
THE TRIPLE TAX BENEFITS OF HEALTH SAVINGS ACCOUNTS
Steve explains how this often overlooked option can be an excellent vehicle for retirement savings
Program Length 13:17
THE INVESTMENT FEE TAX BREAK BIDS FAREWELL
The tax benefits associated with the costs of obtaining financial advice have been eliminated. Steve takes a close look at this provision of the new tax code, and how it impacts investors and financial professionals. The politicians in Washington deserve the blame, but there might be a viable work-around.
Program length: 19:10
THE GROWING RETIREMENT AGE GAP
Steve is joined by Matt Rutledge, economist at The Center For Retirement Research at Boston College. They discuss the reasons for a growing gap in the ages people retire and the surprising relationship between retirement age and education level.
THE INVESTMENT FEE TAX BREAK BIDS FAREWELL
The tax benefits associated with the costs of obtaining financial advice have been eliminated. Steve takes a close look at this provision of the new tax code, and how it impacts investors and financial professionals. The politicians in Washington deserve the blame, but there might be a viable work-around.
TARRIF TALK FUELS RISK AVERSION FOR SOME INVESTORS
Trade war fears have caused a flight to safety. Some investors are moving away from equities in search of safer investments. Steve discusses why a wait-and-see attitude may be best, and how the strength of the economy may overshadow the rhetoric.
Program Length: 50:19
THE GROWING RETIREMENT AGE GAP
Steve is joined by Matt Rutledge, economist at The Center For Retirement Research at Boston College. They discuss the reasons for a growing gap in the ages people retire and the surprising relationship between retirement age and education level.
Program length: 17:03
UNIQUE CHALLENGES FOR WOMEN IN RETIREMENT PLANNING
Steve and guest Catherine Collinson, CEO and President of the Transamerica Institute and Transamerica Center for Retirement Studies, discuss finding success through empowerment and practical solutions.
ANOTHER INTEREST RATE HIKE BY THE FED
Understanding The Impact On Your Life and Wealth
ANOTHER INTEREST RATE HIKE BY THE FED
Understanding The Impact On Your Life and Wealth
COMBATING INCOME INEQUALITY BY PRIVATIZING SOCIAL SECURITY
Fiscal Insanity Or A Sound Policy Solution
UNIQUE CHALLENGES FOR WOMEN IN RETIREMENT PLANNING
Finding Success Through Empowerment And Practical Solutions
POSITIONING INVESTMENTS IN INFLATIONARY TIMES
Learn What Asset Classes May Do Well
THE RETIREMENT CRISIS
Can the federal government really provide a fix?
INVESTING 101
Learn the critically important basics of wealth creation
BOND STRATEGY
Rising rates and inflation call for a tweak in bond holdings
MEMORIAL DAY
Our support for those who have made the ultimate sacrifice
BOND MARKET PERSPECTIVES
Bonds are traditionally viewed as a stable investment, but they are now showing some signs of volatility. Steve talks with a member of the CFN investment team as they discuss the role bonds play within a diversified investment portfolio.
FIXED ANNUITY FACTS
Annuities may offer comfort to some investors who have an aversion to market fluctuation. Steve talks about the various types of annuities, and if they should be part of your overall investment plan. Steve highlights the differences between fixed, immediate and variable annuities.
COVERING THE COST OF HEALTHCARE
The cost of healthcare is high and will continue to rise. It’s estimated that a 65 year old couple retiring today will need about $280,000 to cover healthcare and medical expenses through retirement. Steve talks about how a variable annuity may help in covering some of those costs during retirement.
SPEND, BUT HAVE A PLAN
Steve and Chris Gibbons, of the Cordasco Financial Network team talk about the fear of over-spending in retirement and the importance of uncovering spending priorities as you plan for those post-working years.
MAXIMIZE YOUR SOCIAL SECURITY INCOME
Steve discusses some of the factors you should consider before accepting social security payments. Learn the facts about collecting at age 62, 70, or at your full retirement age.
YOUR INHERITANCE, SOONER OR LATER
Steve talks wills and trusts, but also shares his findings that many parents and grandparents are getting great pleasure out of watching others enjoy what they’ve earned and shared, rather than just knowing they will be provided for after they’re gone.