Your Life Your Wealth

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Episode # 290 – How Will The New IRS Regulations Impact Your Tax Burden?

May 7, 2021

Ian Comisky, partner in the law firm of Fox Rothschild, author and law professor at the University of Pennsylvania joins today’s podcast. Ian is with us each year at this time to discuss new tax law, forthcoming federal regulations and IRS enforcement.

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Episode # 289 – How Seriously Should You Consider that Early Retirement Offer?

April 30, 2021

Among the effects of the pandemic are adjustments many of us are experiencing at work. As workforce needs change, some employers are finding it necessary to reduce staff and are offering early exit packages to employees nearing retirement age. Cordasco Financial Network CPA’s Tim Joseph and Jim Tate co-host today’s podcast and discuss the many important financial and tax considerations necessary to properly evaluate an early retirement offer.

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Episode # 288 – Estate Taxes Are Likely to Increase: Defensive Moves You Can Make Today

April 23, 2021

As the federal government looks for ways to increase revenue, estate tax laws will soon change. Senator Bernie Sanders has formally proposed a bill, supported by President Biden, called “For The 99.5% Act.” The changes will significantly increase the amount of tax due, based on the value of your estate.  Today, Steve presents a call-to-action.  He discusses the proposal and several planning moves you should consider prior to the new tax laws taking effect.

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Episode # 287 – Should Your Company be Forced to Offer a Retirement Plan?

April 16, 2021

New Jersey recently enacted legislation that requires business owners, who do not offer employees a qualified retirement plan and who have 25 or more employees, to automatically enroll those employees in the New Jersey Secure Choice Savings Program. New Jersey is one of ten states to enact the legislation, more are sure to follow.  Steve is joined by Retirement Plan Specialist, Dennis Jablonoski, CRPS, to discuss the merits of this mandatory program and some deficiencies both employers and employees may realize once these plans are operational.

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Episode # 286 – How You Can Adapt to the Changing American Workplace

April 9, 2021

If you’re a business owner or employee, changes in the labor and job market will continue to have a direct impact on your financial wellbeing. Steve is joined by Rick Grimaldi, author of FLEX: A Leader's Guide to Staying Nimble and Mastering Transformative Change in the American Workplace. Rick is an attorney and partner with the firm Fisher Phillips, a management side labor and employment law firm. Topics discussed include the growing gig economy, the minimum wage debate, how and why the latest trends in the labor market are closely tied to the economy, and more.

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Episode # 285 – 8 Financial Lessons You Can Learn From Baseball

April 2, 2021

It’s the surest sign that spring has arrived, baseball season is here.  Cordasco Financial Network’s John Walker and Dennis Jablonoski team up for a winning podcast teaching us the many financial lessons to be learned from the game of baseball. From the risk reward comparison, to knowing that you don’t always come away with a win, to understanding that there’s always another day to play, there is much to learn from America’s greatest pastime.

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Episode # 284 – Impact Investing: A Sustainable Trend or the Latest Fad

March 26, 2021

We invest to grow the money we’ve earned and secure our future. For some however, it now goes beyond that. There are investors who not only want to increase their wealth, but want to know that the companies they invest in will have a positive social impact and are aligned with the causes they support.  Today, Steve discusses all sides of the growing trend of impact investing including performance when compared to a more traditional approach, and whether or not direct contributions to a cause may have a greater impact.

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Episode # 283 – Inflation Fears: How Should You Prepare?

March 19, 2021

As a record amount of stimulus money enters our economy, concerns about inflation rise.  Founder and CEO Steve Cordasco presents this special in-depth discussion on ways inflation can affect your life and wealth. He discusses the root causes of inflation, how it can impact the future of your cash, bond and equity holdings, and details important defensive actions smart investors should consider if inflation worries persist.

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Episode # 282 – Tax Filing This Year: Reasons You Should Consider A Delay

March 12, 2021

The April 15, 2021, tax deadline is only a month away and the recently passed stimulus package contains federal legislation that may impact your 2020 tax return. Cordasco Financial Network CPA Tim Joseph joins Steve to discuss why you may want to consider delaying your tax filing this year, and the importance of putting a strategic tax plan into action with professional help beyond your tax preparer. 

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Episode # 281 – Women and Investing: Helping You Secure Your Financial Future

March 5, 2021

Cordasco Financial Network’s Director of Business Development John Walker sits in for Steve today and is joined by CFN Relationship Manager and Financial Advisor Desiree Reil.  In commemorating International Women’s Day this week, they discuss the unique investing and retirement challenges faced by women today and cover several strategies to help female investors overcome some of the often significant disadvantages they face.

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