Your Life Your Wealth

A Media Production of Cordasco Financial Network

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Episode # 262 – Special Edition: What The Biden Tax Plan Could Mean to You

October 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.

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Episode # 261 – You Can Find Financial Opportunity Regardless of November’s Outcome

October 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.

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Episode # 260 – What Could President Trump’s COVID Diagnosis Mean for Your Money in the Markets?

October 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.

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Episode # 259 – What’s Next: How the Pandemic has Accelerated Change in Your Business and Ours

September 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.

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Episode # 258 – The Trump and Biden Tax Plans: How will You be Affected?

September 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.

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Episode # 257 – Insights for Managing Your Investments in a Volatile Market

September 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.

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Episode # 256 – The Planning Doesn’t Stop When You Retire

September 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.

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Episode # 255 – What Can You Do to Take Advantage of the Fed’s New Approach to Inflation?

August 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.

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Episode # 254 – Tired of Living in a High Tax State? Here’s Something You Can do About it.

August 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.

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Episode # 253 – Do Bonds Still Have a Place in Your Portfolio with Interest Rates This Low?

August 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 that may help us better understand the direction interest rates may be moving in the future.

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