Your Life Your Wealth
345 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 27 ratingsExclusive 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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Episodes
Post Election Economy - Episode 153
November 09, 2018 19:49 - 14 minutes - 19.6 MBPost Election Economy The midterm elections are over and I begin with a look at how the results will impact our nation's economy. Then, I’m joined once again by nationally syndicated talk radio host Hugh Hewitt, heard weekday mornings on NewsTalk 990, WNTP in Philadelphia. A few weeks back Hugh joined me with his midterm predictions, now he returns to assess the political landscape with a divided House and Senate. Program Length: 14 minutes
Hewitt & Gallagher on The Midterms - Episode 152
November 02, 2018 19:10 - 15 minutes - 20.7 MBElection Day is just around the corner. At last week's Midterm Talkers Tour event, I sat down with nationally syndicated talk show hosts Hugh Hewitt and Mike Gallagher. Both made predictions and weighed in on the potential ramifications of Tuesday’s election. Program Length 15 minutes
Gaining Market Perspective - Episode 151
November 02, 2018 16:17 - 18 minutes - 25.5 MBCordasco Financial Network Relationship Advisor John Walker is with me to discuss ways to deal with the anxiety some investors experience in a volatile market. We discuss the importance of education, clarity, and direction necessary to weather any market condition. Program Length:19 minutes
Midterms & The Markets - Episode 150
November 02, 2018 15:35 - 14 minutes - 20.4 MBMidterms & The Markets Joe Cortese of the Cordasco Financial Network investment team joins me. We discuss the potential results of the midterm elections, and how those results, combined with the tone of media coverage, could effect our already volatile markets. Program Length: 15 minutes
High Cost of Late Life Care - Episode 149
October 30, 2018 16:50 - 28 minutes - 39.2 MBRyan Flurer of the Cordasco Financial Network team joins me to discuss the staggering cost of late life care and the importance of early planning. We discuss several investment and insurance options designed to address this looming financial burden. Program Length: 29 minutes
Dr. Sebastian Gorka - Episode 148
October 26, 2018 13:11 - 13 minutes - 18.1 MBProtecting Our Nation’s Security I speak with Dr. Sebastian Gorka, former Deputy Assistant to President Donald Trump and author of Why We Fight: Defeating America's Enemies With No Apologies. Our conversation took place at our recent "Midterm Battleground Talkers Tour” event. We discuss his book about some of the biggest concerns regarding our national security including ongoing economic threats from China. Program Length: 13 minutes
Retirement Decisions - Episode 147
October 23, 2018 12:59 - 25 minutes - 34.8 MBRetirement Decisions Determining the right time to retire and knowing what your retirement will look like can be complicated. I discuss how education, clarity and support can help you make good decisions for this important chapter of your life. Program Length: 25 minutes
Too Big To Fail - Episode 146
October 19, 2018 13:38 - 30 minutes - 42.3 MBToo Big To Fail I’m joined by James Freeman, author of Borrowed Time: Two Centuries of Booms, Busts and Bailouts at Citi, a book about one of the largest financial institutions in the world. We discuss the role Citi Group played in the 2008 financial crisis and how it became a “too big to fail” institution. We also talk about the Federal Reserve’s history and recent Fed criticism by President Trump. Program Length: 31 minutes
YOUR LIFE YOUR WEATLH - Episode 145
October 16, 2018 16:01 - 13 minutes - 19 MBYOUR IRA PRIMER IRA's are an important tool used in retirement planning. I discuss the differences between traditional and Roth IRA’s, and the key benefits of each. I’ll also detail the need to keep IRA beneficiary designations up-to-date. Unfortunately, that’s one of the most common mistakes one can make! Program Length: 14 minutes
Your Life Your Wealth - Episode 144
October 12, 2018 16:31 - 9 minutes - 12.8 MBSTOCK MARKET FUNDAMENTALS I take a deeper look at the fundamentals and discuss reasons markets experience sell-offs. I describe the CFN strategy in dealing with these fluctuations, ways to help overcome fear in the markets, and an approach for maintaining confidence when managing money for those in, or near, retirement. Program Length: 9 minutes
Your Life Your Wealth - Episode 143
October 09, 2018 15:47 - 18 minutes - 25.4 MBCASH & COUNSELING PROGRAM: CARING FOR AGING LOVED ONES Americans are living longer and for many of us our retirement years may be lengthier than anticipated. For some, money runs out, and family members must pitch in and provide care. I discuss long-term care insurance options, and a little known program offering financial help for family members caring for a loved one. Program Length: 19 minutes
Your Life Your Wealth - Episode 142
October 05, 2018 17:18 - 15 minutes - 21.4 MBREAL ESTATE INVESTMENT TRUSTS Cordasco Financial Network CPA Tim Joseph joins me to discuss REITs and how ownership of REITs differs from owning brick and mortar real estate. We also cover the new 2018 IRS rules that offer tax advantages for REIT ownership. Program Length: 16 minutes
Your Life Your Wealth - Episode 141
October 02, 2018 14:32 - 6 minutes - 8.75 MBFROM THE LISTENER MAILBAG A 55-year-old listener submitted that question to [email protected]. She writes, “How would I survive a market crash as I approach my retirement years?” I offer some perspective and discuss a variety of investment options that may be helpful should we experience a market crash or a major correction. We also will cover what an insurance or annuity “stress-test” is and how you can get your portfolio tested here at CFN. Our stress test will help show how your port...
Your Life Your Wealth - Episode 140
September 28, 2018 21:39 - 26 minutes - 36.5 MBTHE HEALTH OF OUR ECONOMY Jerome Powell, Chairman of the Federal Reserve, announced another interest rate hike this week. I’m joined by Adam Newell, a member of the CFN investment team, to discuss the expected impact of the rate hike. Additionally, we speak about inflation, tariffs and general economic conditions as we enter the final quarter of the year. Program Length: 27 minutes
Your Life Your Wealth - Episode 139
September 25, 2018 15:55 - 15 minutes - 21 MBESTATE PLANNING ESSENTIALS Estate Attorney Nancy Rice of Rice Elder Law joins me to discuss why estate planning is a key component of every financial plan. We discuss estate taxes, the importance of selecting an appropriate executor, and the need for careful organization of financial data. Program Length: 15 minutes
Your Life Your Wealth - Episode 138
September 21, 2018 13:51 - 13 minutes - 18.6 MBNEW ELECTRONICS THAT SHOULD BE ON YOUR “MOST WANTED” LIST I talk with Anthony Mongeluzo, President of PCS, an IT services and solutions company. We discuss the new iPhones and Watches from Apple. Many of the products offer advancements that are particularly useful for older adults. The new Apple Watch features auto work-out detection, heart monitoring functions, the ability to perform an EKG, and the ability to detect a fall with automatic notification of emergency services. Program L...
Your Life Your Wealth - Episode 137
September 18, 2018 18:45 - 20 minutes - 28.8 MBHOW MUCH WILL YOU SPEND EACH YEAR IN RETIREMENT? The biggest fear many retirees have is running out of money. To address this major concern, I analyze a new study published in the Wall Street Journal which helps determine how much money you may need each year of your retirement. I also discuss why it's necessary to go beyond the numbers to best understand what is really important to you in your retired years. Program Length 21 minutes
Your Life Your Wealth - Episode 136
September 14, 2018 14:05 - 21 minutes - 29.9 MBA CONVERSATION WITH P. J. O’ROURKE I traveled to an event at the CATO Institute in New York City and had the pleasure of interviewing one of my favorite authors, P. J. O’Rourke. He’s a political satirist, journalist, and the author of 19 books, including his latest “None of My Business: P. J. Explains Money, Banking, Debt, Equity, Assets, Liabilities, and Why He’s Not Rich and Neither Are You.” During our wide-ranging discussion we cover his book, his assessment of the Trump economy,...
Your Life Your Wealth - Episode 135
September 11, 2018 13:17 - 13 minutes - 18.6 MBHABITS OF HIGHLY SUCCESSFUL PEOPLE A recent behavioral survey of self-made millionaires identifies several similar habits. Join me to learn the practical benefits of these lifestyle habits. Program Length: 13 minutes
Your Life Your Wealth - Episode 134 - Trump's Executive Order on Retirement
September 07, 2018 14:43 - 19 minutes - 26.8 MBPRESIDENT TRUMP SEEKS TO IMPROVE RETIREMENT SECURITY FOR ALL AMERICAN WORKERS President Trump has issued an executive order to relax some rules that govern retirement accounts and minimum required distributions in the near future. His stated goal is to strengthen retirement security for American workers and expand access to workplace retirement savings plans. He wants to make it easier for small businesses to join together to offer retirement plans which may be only available to employe...
Your Life Your Wealth - Episode 133 - VFMAC Interview
September 04, 2018 13:35 - 29 minutes - 40.4 MBAN ALTERNATIVE TO THE SKYROCKETING COSTS OF HIGHER EDUCATION Higher education is essential in preparing young people for bright futures. The rapidly increasing cost of a college education is a growing concern. Some students will take on large amounts of debt. Many parents and grandparents will help pay for a college education, but often to the detriment of their own future financial security. There are other options, such as a military path to pay for higher education. In this extended int...
Your Life Your Wealth - Episode 132 - Annuities
August 31, 2018 13:13 - 12 minutes - 17 MBANNUITIES: INVESTMENT OR INSURANCE? I’m joined by Cordasco Financial Network’s Ryan Flurer. Ryan, a CFN Financial Planner, has extensive knowledge after years of experience in the insurance space. We discuss fixed, variable, immediate, deferred and indexed annuities to help determine what type may be appropriate for you. Program Length: 12 minutes
Your Life Your Wealth - Episode 131 - President Trump's Economic Warfare
August 28, 2018 22:17 - 15 minutes - 21.2 MBPRESIDENT TRUMP’S ECONOMIC WARFARE Throughout history tariffs have been used as an effective economic tool to protect American workers and business owners, but in many cases were short-lived. Political columnist and author, Michael Walsh, joins me to discuss President Trump’s use of tariffs in economic warfare to strategically pursue American interests. Program Length: 15:29
Your Life Your Wealth - Episode 130 - New Tax on Vacation Rentals
August 24, 2018 13:12 - 25 minutes - 34.7 MBNEW TAXES ON VACATION HOME RENTALS IN NEW JERSEY I’m joined by Cordasco Financial Network in-house CPAs Jim Tate and Tim Joseph. We explain new taxes that directly impact vacation property owners and renters who use websites to connect for short-term seasonal rentals. Starting in October these new taxes, totaling more than 11%, will be paid by the renters. Program Length 25 minutes
Your Life Your Wealth - Episode 129 - Tariffs
August 21, 2018 11:56 - 6 minutes - 8.57 MBTariffs and threats of a global trade war impact the health of our economy. I’m joined by Dennis Jablonoski, Financial Planner and Retirement Plan Specialist with Cordasco Financial Network. We discuss how recent economic news may affect asset allocation.
Your Life Your Wealth - Episode 128 - Family Travel
August 17, 2018 14:45 - 14 minutes - 20 MBMAKE 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
Your Life Your Wealth - Episode 127 - Parental Leave
August 14, 2018 16:32 - 6 minutes - 8.67 MBCOVERING 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
Your Life Your Wealth - Episode 126 - Politics and Investing
August 10, 2018 14:08 - 13 minutes - 19 MBTHE 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
Your Life Your Wealth - Episode 125 - BizEquity
August 07, 2018 14:48 - 15 minutes - 20.9 MBSteve 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
Your Life Your Wealth - Episode 124 - Mid-Year Review
July 31, 2018 14:38 - 22 minutes - 31 MBFIVE 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
Your Life Your Wealth - Episode 123 - Exchange Traded Funds
July 27, 2018 14:16 - 21 minutes - 29.6 MBEXCHANGE 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. Program Length 21:33
Your Life Your Wealth - Episode 122 - Tim Joseph
July 24, 2018 13:54 - 13 minutes - 19 MBMeet 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
Your Life Your Wealth - Episode 121 - Dennis Jablonoski
July 20, 2018 14:26 - 15 minutes - 20.6 MBMEET 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 - Episode 120 - Thinking In Bets
July 16, 2018 19:48 - 31 minutes - 42.7 MBLIFE LESSONS FROM A POKER CHAMP Steve’s favorite read for Summer 2018, is "Thinking in Bets: Making Smarter Decisions When You Don’t Have All The Facts” by former poker champ turned business consultant Annie Duke. In this episode they discuss her unique career, dealing with uncertainty, and ways to avoid making emotional decisions. Good practices for poker players and investors. Program Length 31:09
Your Life Your Wealth - Episode 119 - Summer Reading
July 13, 2018 12:46 - 14 minutes - 19.4 MBYOUR 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
Your Life Your Wealth - Episode 118 - Early Retirement
July 10, 2018 11:39 - 12 minutes - 17.1 MBPROCEED 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
Your Life Your Wealth - Episode 117 - Business Valuation
July 06, 2018 11:17 - 15 minutes - 21.5 MBATTENTION 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
Your Life Your Wealth - Episode 116
July 03, 2018 11:45 - 14 minutes - 20.6 MBWEALTH IS NOT GROWN WITHOUT REALLY TRYING Learn the simple and practical principles that represent the keys to financial success Program Length 14:59
Your Life Your Wealth - Episode 115
June 29, 2018 16:01 - 13 minutes - 18.2 MBTHE 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
Your Life Your Wealth - Episode 114
June 26, 2018 18:42 - 19 minutes - 26.3 MBTHE 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
Your Life Your Wealth Radio Show - June 23, 2018
June 22, 2018 14:19 - 50 minutes - 69 MBTHE 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 h...
Your Life Your Wealth - Episode 113
June 22, 2018 14:05 - 17 minutes - 23.4 MBTHE 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
Your Life Your Wealth - Episode 112
June 19, 2018 11:14 - 15 minutes - 20.9 MBUNIQUE 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.
Your Life Your Wealth - Episode 111
June 15, 2018 16:40 - 14 minutes - 20.6 MBANOTHER INTEREST RATE HIKE BY THE FED Understanding The Impact On Your Life and Wealth
Your Life Your Wealth Radio Show - June 16, 2018
June 15, 2018 15:24 - 49 minutes - 68.5 MBANOTHER 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