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Your Life Your Wealth

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Now displaying: Page 16
Apr 28, 2017

The Psychology of Life Transitions

A.C Update: Steve was joined by Atlantic City’s top talk show host, Don Williams, to discuss the potential rebirth of Atlantic City! Tune in to find out the new attractions coming to A.C this summer!

 

Psychology of Life Transitions: Steve brought psychologist Nancy Schlossberg onto the show to talk about reshaping your identity and purpose during retirement. Listen to Nancy’s insights and tips!

 

Tax-Talk: Steve broke down Trump’s tax proposal on Wednesday and how it applies to you, investors, and the economy.

 

College Time!: Steve gave a big thank you to our clients who helped support the Marine Corps Scholarship Foundation this year! Tune in to hear Steve’s experience at the 42nd Annual Philadelphia Celebratory Ball and his thoughts on the overall escalating price of college education!

Apr 21, 2017

Women and Finance: Steve brought Professor Egan onto the show to discuss his research paper “When Harry Fired Sally” which made national headlines this month in magazines like Barron’s and Investment News. Why is there still gender discrimination in the finance industry, and how can we combat it?

 

NFL Draft: Is the traffic driving you nuts? Let’s talk about the NFL Draft coming into the city of brotherly love! Steve brought on sports talk show host Vince Quinn to get the latest insight into what this means for Philadelphia!

 

Apples to Apples: Steve took a look at recent lawsuits around 401k’s and the rationale behind the rulings. What does it mean for your future? Find out!  

Apr 13, 2017

Gorsuch and Golf: Steve combined two current events for a “Lesson’s Learned” segment to teach us about how the nomination of Supreme Court Justice Gorsuch and Sergio Garcia’s  Masters Tournament win can teach us a valuable lesson about finance. 
 
Active Managers in Action: Steve talked to Justin Baer of the Wall Street Journal to discuss active vs. passive managers! Are Active Managers really making a comeback? Or is this just a fluke period in time? What is the true value of the stock market? Tune in!
 
IRS Insomnia: Are you having trouble sleeping at night over your tax audit? We hope not! If you are, attorney Ian Comisky is the right guy to listen too! Stay Tuned!

Apr 7, 2017


Spending is Trending: Steve gave his insight on Baby Boomers. How have they changed the way retirees spend? Is it a colossal mistake? Stay tuned!
 
Taxation Terrors: Steve was joined by Tim Joseph of Cordasco Financial Network to break down everything taxes! What are the biggest mistakes? Is tax software a good idea? Answers are on the way!

The Psychology of Retirement: Steve interviewed psychologist Dr. Hershfield from the Wall Street Journal on the psychology of long term decision making. How does it impact your retirement? Listen in to find out!

Mar 31, 2017

The Myth of Millionaires: A record number of millionaires are popping up across the country. Does a million dollars mean you're rich? Steve looked into it!

Advisor's Alpha: Chris Tidmore from Vanguard joined the program. Chris and Steve talked about the secret skill advisors need to get you an extra 3 percent!

Back in Brick: Steve discussed some surprisingly big plans at Amazon! He also explained how the retail giant can get your life moving in a fun new direction!

Chaos, Normalized: Steve looked at data that shows terrorism is no longer a threat to your wallet!

Mar 24, 2017

Budget Buster?: Are essential programs to your life and wealth getting cut by the President? Steve has the answers! 

The Doctor's View:
Dr. Anthony Mazzarelli who is the Senior Executive Vice President at Cooper Health, joined the show! Steve and Dr. Mazzarelli talked about why you shouldn’t panic about the new healthcare bill and where the money would actually go!
 
Business and Basketball: Josh Harris, who owns the Philadelphia 76ers, got to sit down with President Trump! Steve explained why the Sixers are a good example for the country and your finances!

Fed Control: The fed raised rates again! Steve broke down how banks have been capitalizing off of the increases and how an advisor can help you save money!

Mar 17, 2017
Filing and Fraud: Michael Gillen from Duane Morris joined the show to talk about popular tax scams! Are you at risk? Steve broke it down.  
 
Community Collapse: Gerry Banmiller of First Colonial Bank came on the show to explain why community banks are disappearing! Does it affect our loan system? Tune in to find out!
 
Get the Bread and Milk!: Steve explained why Winter Storm Stella can teach you a valuable lesson about life planning!
 
Healthcareless: Steve went after AARP and the way they responded to the new healthcare bill! 
Mar 10, 2017


Know Yourself, Grow Your Wealth: Steve had David Goodsell of Natixis Global Management on the program to talk about why being a successful investor deals directly with your heart!
 
Trump Market Crash:  The markets have been great under President Trump but is a crash imminent? Anthony Novara of DiMeo Schneider and Associates joined the show to explain if the bubble will burst!

Mar 3, 2017

And the Oscar Goes to...Someone Else: The Academy Awards were let down by one of the world's biggest accounting firms. Does that spell trouble for you? Steve and Tim Joseph explained how you can safeguard your finances! 
 
The Richest Man's Silent Partner: Steve broke down why Warren Buffet is the big name, but his partner is the brains of the operation! He also explained how Buffet's annual letter to shareholders is full of life lessons!
 
Fake News, Real Veto: President Trump has chosen to skip the White House Correspondent’s dinner. Steve gave his thoughts on why the President's refusal could decrease your anxiety!

Feb 23, 2017

Taxes Decoded pt. 2: Steve continued the dive into President Trump's tax plan! He explored the President's mindset on the border tax, how it will balance things for the country, and what it means for you!
 
“The Hat Lady”: Marie LePera, a top-notch realtor in Brigantine, joined the show! Steve and Marie discussed the Trump Effect at the shore and how it’s led to a boom in the housing market!

Snap Decisions: Steve also spoke about the investment power of his favorite social media platform and how it keeps families together!

Feb 16, 2017


Taxes Decoded: Steve began breaking down President Trump’s tax plan! He explained the major factors that could impact your business and your household! Steve also gave what he sees as the strategy needed to conquer these colossal changes!
 
A Woman's Touch: Barbara Stanny joined the show! A leading authority on women and wealth, Barbara and Steve discussed how to empower and educate women when it comes to finances!

Feb 9, 2017

Immigration Sensations: Steve was joined by immigration attorney Rob Seiger. They discussed President Trump's travel ban, immigration's impact on the economy and more!

Losing the House: Steve Forbes has a fear that Donald Trump could lose the Republican house! What's setting off his concerns? Listen in to find out! 

Patriotic Effects: Steve explained why Tom Brady and Bill Belichick's Super Bowl victory can be a valuable lesson for your life and your wealth!

Feb 2, 2017

The Inside View: President Trump's confidant Larry Kudlow joined the show! Mr. Kudlow gave his thoughts on President Trump's economic policies, the President's Supreme Court nomination, and his new book JFK and the Reagan Revolution!

Donald's Delightful Deviance: Members of the media are losing their minds as the President goes about implementing his agenda. Should you panic too? Steve reached back to the founding fathers to provide his perspective!

Fed Up: Janet Yellen's time as head of the Fed should come to an end! Steve explained why the President needs someone else!

Off the Depp End: Johnny Depp has been a Hollywood icon for many years, but it hasn't kept him from landing in the poor house! Steve explained how Depp's lost fortune could save yours!

Jan 26, 2017

The Ghost of Davos: Power players from all around the globe gathered at the Davos Conference, but the most important person wasn't there. Brett LoGiurato from Business Insider joined the program to explain just how much President Trump dominated the conference and what the outlook is for American trade!

Does Being a Workaholic Work?: Alex Pang, author of the new book "Rest: Why You Get More Done When You Work Less" joined Steve to turn that theory on it's head!! 

Big Goals, Big Success?: The President provided his 100 day plan. Steve explained what he thinks the President will actually get done! You'll hear Steve's thoughts on immigration, the Supreme Court, Healthcare, and more!

Rookie Year, Sophomoric Tendencies: Steve explained the best way, as a country, to handle President Trump's outbursts! 

Jan 19, 2017

Trump’s First 100 Days: Donald Trump's first 100 days will be very important for the country. Steve gave his thoughts on how they can also teach you a valuable lesson!


More on Entrepreneurs: Catherine Fazio and Jorge Guzman of MIT joined the show to talk about the makeup of entrepreneurs and the importance of small business!

Opening Day: Steve explained why the people that won't attend Trump's inauguration are the reason he was elected in the first place!

Jan 12, 2017


All in the Family:
Steve mentioned what he sees as Donald Trump's most important value and why it can be bad news for business!

Expanding Horizons: Joe Cortese of DiMeo Schneider and Associates joined the program to continue the conversation about 2017’s outlook. Joe and Steve also discussed why a certain investment strategy makes sense now more than ever!

Verified Virtues: Donald Trump is building his team. Steve explained how Trump’s staff being vetted for their positions can give you more comfort and clarity with your finances!
 
Final Report Card: Steve detailed how the state of the country has changed under President Obama and why accountability is so important!

Jan 5, 2017

Financial Fitness: Who needs resolutions for New Years? All you need are Steve's three easy steps for getting your finances on track in 2017! Your flabby plan will be a beefcake in no time!

Life in 2027: Joe Cortese of DiMeo Schneider and Associates joins the show to discuss what the markets could look like 10 years from now.  He and Steve also explained why consumer confidence is at an all time high and why it matters to you!

Homework Helper: Steve explained why a smart financial tool got him and his kids out of a serious jam! Stay tuned to find out why the revolutionary tool can do the same for you!

Dec 29, 2016


Does Investing Green Lead to Green?: Steve spoke with Brad Long of DiMeo Schneider and Associates about the practice of Socially Responsible Investing. Is it a gimmick? They also spoke about the merits of Active vs Passive investing!

JFK and Reagan: The Same. CNBC's Larry Kudlow joined the show! He explained how Reagan's legacy is due, in part, to a Democrat! Mr. Kudlow also gave his take on the presidential election!

New Year, New You: Steve will gave some tips for how to get your finances in line for the new year!

Dec 22, 2016

The US(SR): How much have fake news and hackers played a role in the US election? Steve gave his thoughts! 

HUM: Has technology crossed the line of personal space? Steve explained why he disagrees with that notion and how you can benefit yourself!

New Year, New You: Steve provided some tips for how to get your finances in line for the new year!

Dec 15, 2016

No Signs, Big Problem: Alan Thicke's sudden death was shocking news to fans across the nation. Steve explained how his sudden passing contains an important lesson about your finances!    

Does Investing Green Lead to Green?: Steve spoke with Brad Long of DiMeo Schneider and Associates about the practice of Socially Responsible Investing. Is it a gimmick? They also spoke about the merits of Active vs Passive investing!

Don't Stop Yellen: The Fed raised rates for only the second time in ten years! Steve explained how this could impact your wallet and how this may be a false sign of growth in the economy!

Dec 12, 2016

 Shadow Savings: Trump's most recent tax proposal has been criticized for ignoring the supporting middle class. Steve will explain why everyone's perception is off base and what the new plan means for you!  

The Man Who Knew: Sebastian Mallaby, author of  new book about Alan Greenspan, will join the show to discuss the controversial Fed Chair. 

Dec 1, 2016

Recount Your Donations: Jill Stein has been ripping people off during the holiday season! Steve explained the proper way to give so that you don't throw your money away!

To Coddle is the Model?: A study says that more Millennials are living with their parents than ever! Steve broke down why this is the case and whether or not it’s a good thing for your children!

Retirement Planned: Researcher David Goodsell returned to the show! David and Steve chatted about what recent studies studies indicate most people need in their retirement plan!

Must Have Items: Steve and his producer Vince Quinn discuss the record breaking holiday spending!

Nov 23, 2016


Empty Cabinet: Donald Trump is selecting a staff to be his most trusted group of advisors. Have you done the same for your finances? Steve will explain why you need the right partner!

Bouncing Bonds: Michael Shamosh of the West Shore Fund joins the show to discuss the current bond market during this time of transition.

Doing it Conway: Trump's Campaign advisor Kellyanne Conway took the world by storm. Now she plans to walk away from the White House. Steve explains how her choice could help improve your life!

Nov 17, 2016

Trust in Kin: Donald Trump has assigned his children the task of running his businesses. Steve discussed the idea of mixing family and business and why it's important to you!


Wall Street Workover: Leland Faust joined Steve to discuss his new book “A Capitalist’s Lament.” They talked about the deceptions of Wall Street and what a Trump presidency means to the big banks!

Piecing Together: Steve also covered the enormity of Trump's blind trust. Find out how what the president-elect's finances have in common with yours!

Nov 10, 2016

Donald Trumps All: On the heels of Trump's improbable presidential win Steve laid out what Trump's first 100 days in office mean to you and your wallet! 

The Market's Wild Ride: Steve explored the markets in depth with Michael Shamosh of the West Shore Fund and Anthony Novara from DiMeo Schneider and Associates! They brought all the details of how the markets handled Trump's shakeup and what you should expect going forward!

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