Your Life Your Wealth

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Episode # 274 – Putting the Market In Perspective – Your 2021 Market Outlook: Poised for Growth

January 14, 2021

Today, Steve is joined by Chartered Financial Analyst and Market Strategist Stephen Proffer of the Investment Team at Cordasco Financial Network.  They discuss our recently released report 2021 Outlook: Poised for Growth. Their discussion is centered around the direction stocks and bonds may take during 2021 given our current and expected economic conditions. They also discuss the often-asked question about the appropriateness of cryptocurrencies in an average investor’s portfolio.

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Episode # 273 – Financial Strategies For Dealing With Things You Can’t Control

January 8, 2021

In this week’s podcast, Steve discusses why it’s important to understand and embrace the reality that there are many aspects of our financial lives we simply cannot control. For example, the direction of the financial markets, or the degree to which we will be impacted by tax increases aren’t things we can influence. Therefore, our efforts and attention need to be focused on those things we can control. Steve explains several strategic financial moves to help us be prepared, and lessen any potential negative impact from things outside of our control.  

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Episode # 272 – PPP 2.0, What it Means to You. Plus, Helping You Get a Jump on Estate Tax Increases

December 31, 2020

Steve is joined by Financial Advisor and CPA Tim Joseph of the CFN team to discuss the latest information on the federal government’s next iteration of the Payroll Protection Program, known as PPP.  The program directly impacts business owners, but Steve also explains how PPP affects the overall economy and ultimately the wealth of all Americans.  Then, the discussion turns to estate tax planning, capital gains, the gift tax and more. With the Biden economic team undoubtedly seeking changes to our existing tax laws, careful planning is now more important than ever. Steve and Tim discuss several strategies.

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Episode # 271 – Perspective on the Markets: Helping You Understand Where We Were, Where We Are and Where We’re Going

December 23, 2020

CFN Financial Planner, Retirement Plan and Investment Specialist Dennis Jabloloski is joined by Eric Green, CFA, Chief Investment Officer, Senior Portfolio Manager, and Senior Managing Partner at Penn Capital. They offer their perspective on the markets from the past year. They also take a look ahead at what we might expect for 2021 in the stock and bond markets, specific sectors within the markets and how politics and the ongoing COVID-19 pandemic may impact our economy over the next 12 months.

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Episode # 270 – Tax Strategies Used by Music Industry Billionaires Could Actually Help You

December 18, 2020

Many of the biggest stars in the music business, Bob Dylan among the most recent, are monetizing the immense value of their music by selling copyright or control of their life’s work.  We tackle this issue today because these purely financial transactions made by super-wealthy recording artists can have practical application to the financial and tax planning moves you may want to consider to protect your wealth. John Walker, today’s host, is joined by Tax Specialist Tim Joseph, CPA, and Investment Specialist Larry Shaw, all knowledgeable music aficionados and members of the CFN Financial Advisory Team.

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Episode # 269 – Your 2020 Market Review & A Behind-The-Scenes View of Investment Selection

December 10, 2020

As 2020 comes to a close, Steve and Joe Cortese of the CFN Investment Team take a broad look at the financial markets, assessing where we are, and how we got here.  They discuss year end market strength, how the news cycle can impact the markets, the potential for a continuation of federal deficit spending, as well as the prognosis for interest rates. They also offer a look under the hood on the investment selection process at Cordasco Financial Network.

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Episode # 268 – How You Can Save on Your Tax Bill While Helping Others This Holiday Season

December 4, 2020

We’re in the midst of giving season and your best intentions deserve to be rewarded.  Steve is joined by CPA Tim Joseph of the Cordasco Financial Network team to discuss ways you can reduce this year’s tax bill through tax efficient charitable giving.

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Episode # 267 – Thanksgiving 2020: Our Expression of Thanks to You

November 26, 2020

Cordasco Financial Network kicks off this holiday season with a special message.  John Walker, Jim Tate, and Deiree Reil, on behalf of Steve Cordasco and the entire CFN family, share their appreciation for the many things in life we tend to take for granted.  Unlike any year in our memory, 2020 has created many challenges, but has also helped us better appreciate the genuinely important things in our lives.  We hope you enjoy a bit of inspiration as we wish you and yours a very Happy Thanksgiving.

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Episode # 266 – Why Your 401k Should Not Be on Autopilot

November 21, 2020

CFN Retirement Plan Specialist Dennis Jablonoski and Financial Planner Ryan Flurer host a special edition of the Your Life Your Wealth podcast focusing on 401k plans. These employer-based plans need attention at regular intervals in order to be most effective for all involved. Dennis and Ryan discuss several year-end 401k plan issues and offer practical guidance for both employees participating in 401k plans and employers offering them.

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Episode # 265 – Win, Lose or Draw: How Will Your Investments be Impacted by the Election?

November 7, 2020

CFN presents highlights of our live post-election webcast from November 6th.  Steve, is joined by Joe Cortese, member of the CFN investment team from DiMeo Schneider and Associates. Before a virtual audience, they discuss ways the outcome of the presidential election may impact your investment strategies.  Also, CFN’s Jim Tate, CPA, offers his perspective on the potential tax implications of a new administration.  Please note: The full video webcast will be available soon.

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