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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.
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Now displaying: Page 4
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

 

 

Jul 10, 2020

Today we focus on taxes and enforcement with my friend and frequent guest, Ian Comisky, attorney and partner at Fox Rothschild.  Ian has more than 35 years of experience representing corporations and individuals in civil and criminal tax litigation.  We discuss and clarify the just-released U.S. Supreme Court rulings involving President Trump’s efforts to keep his personal and business tax returns away from congressional and other governmental investigations. Ian also shares details of a new IRS data analytics unit and the agency’s latest digital surveillance efforts, including their use of Facebook, spy cams and cell phone records to find tax cheats.

Program Length: 20 minutes   

Jul 10, 2020

This week we’re addressing a listener’s question about one of the many recently publicized doom and gloom predictions concerning the equity market’s reaction to the COVID-19 pandemic. One often quoted pundit says he sees a “1930’s-like market decline.” To help us sort through the dire predictions we so often hear, is Joe Cortese.  Joe is a principal and senior consultant at DiMeo Schneider and Associates, and a member of our investment team at CFN.

Program Length: 26 minutes

Jul 2, 2020

Many have been asking about how the outcome of November’s presidential and congressional elections will impact the future of our economy and the markets, and how recent government stimulus dollars will impact future tax policy. To get some answers, I’m joined by Chris Edwards, economist and director of tax policy studies at the Cato Institute. We discuss how the upcoming election results will impact our financial future.

Program Length: 25 minutes

Jun 26, 2020

Steve Cordasco is joined today by CFN’s John Walker to discuss findings released by Vanguard that make a solid case for the added value of working with a financial advisor when compared to do-it-yourself investing. We discuss the three primary quantifiable benefits you can realize by engaging the services of a professional. These key planning strategies can make a significant difference in the growth of your portfolio.

Program Length: 24 minutes

Jun 19, 2020

Nearly all investors have felt the effects the COVID-19 pandemic has had on the equity and credit markets over the past several months.  Today, CFN’s Dennis Jablonoski hosts and is joined by Eric Green, Certified Financial Analyst and Senior Managing Partner at Penn Capital. They look ahead to the long-term impact of federal stimulus dollars on our economy and what the Federal Reserve’s recent moves have done to effect the markets. Also, with the November elections just a few months away, they discuss what role political results might have on economic conditions in the months ahead.

Program Length: 18 minutes

Jun 12, 2020

Markets are volatile, social unrest is prevalent and concerns about the pandemic continue.  We’re living in uncertain times and many investors are searching for certainty and stability. I’m joined today by CFN Financial Planner Ryan Flurer to discuss annuities.  We detail the pros and cons of various types of annuities, the associated costs, ways they’re marketed and what role they can play in your overall financial plan.

Program Length: 26 minutes

 

Jun 5, 2020

Disagreements involving financial issues are a problem for many couples. Even in normal times, these issues are difficult to resolve. Today with layoffs, pay cuts, and general financial uncertainty finding common ground and an agreeable way to handle personal finances has become more challenging.  Joining me to discuss the skills for achieving real financial teamwork that can lead to better joint decisions about your money is Megan McCoy, Ph.D., professor of Financial Therapy at Kansas State University. We focus on the importance of understanding the benefits of a holistic approach to finances and ways you can reach financial harmony.

Program Length: 19 minutes

May 29, 2020

The COVID-19 pandemic has had numerous effects on all of us and has been a catalyst for change in many areas.  One significant impact is in the rapidly changing world of technology. It’s changed where and how we work, how our children learn, how we shop and spend, how we make financial transactions, and even how we consume medical services. CFN’s John Walker talks with computing technology professional Jason Perlow to discuss several recent advancements and what impact the accelerated rate of technological change has had on our lives.

Program Length: 26 mins

May 22, 2020

With the federal government pumping trillions of dollars of stimulus into our system to keep the economy moving, will we inevitably enter an inflationary period following this self-imposed economic shutdown?  Over the past few weeks, I’ve heard from many of you with questions about inflation. Joining me is Brad Long, a member of our investment team at DiMeo Schneider & Associates to discuss the prospects for inflation, and how to better position your investments going forward.  We also discuss ways to strike the right balance between short term economic concerns and long term expectations for the economy.  

Program Length: 24 minutes

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