Your Life Your Wealth

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Episode #131 – How will Economic Warfare Impact You

August 28, 2018

Throughout history, tariffs, sanctions, and trade deals have been popular and effective economic tools. Presidents such as Washington, Lincoln, and Roosevelt used these strategies to protect American workers and businesses. Despite the media frenzy and negative portrayal of President Trump, President Trump has also implemented this strategy to amplify America’s trading, economic, as well as diplomatic power. With American manufacturing jobs on the rise, President Trump has powerful statistics that prove his skills when it comes to economic strategy. President Trump is also being seen as a serious player on the international level who can influence the global economy through such tactics.

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Episode #130 – New Taxes on Vacation Rentals

August 24, 2018

Did you find your last vacation house rental by going online to websites such as Airbnb, VRBO, HomeAway, or a similar site while planning your last trip to the Jersey Shore? Vacation property ownership is one of the fastest growing small businesses due to the growth of online sites like Airbnb. In fact, a booming demographic of Airbnb hosts is seniors. In New Jersey, a survey found that 6,000 property owners earned over $50 million dollars by renting their home in 2016 on Airbnb.

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Episode #129 – How will You be Impacted by Tariffs?

August 21, 2018

Tariffs 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.

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Episode #128 – Making Family Travel Memories

August 17, 2018

The number one reason Americans are saving today is for family travel. A recent survey found the primary reasons for saving aren’t for college, a home purchase, or even for retirement as you might think. I discuss family vacation options and how family vacations create a lifetime of memories.

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Episode #127 – Who Pays for Your Parental Leave?

August 14, 2018

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.

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Episode #126 – The Link Between Politics and Your Money

August 10, 2018

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.

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Episode #125 – Learn the Value of Your Small Business

August 7, 2018

For this episode, I visited Mike Carter, Founder, President and CEO of BizEquity, at his office in Center City Philadelphia. We 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.

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Episode #124 – Your Mid-Year Update

August 3, 2018

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 from the first half of the year, and look ahead to the second half of 2018.

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Episode #123 – Should You Invest in Exchange Traded Funds?

July 27, 2018

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.

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Episode #122 – Meet The CFN Team

July 24, 2018

Tim Joseph, CPA and Financial Advisor, details the importance of proper tax planning when creating a comprehensive financial plan. He 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.

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