Your Life Your Wealth

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.

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.

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.

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.

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.

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.

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.

October 30, 2020

Tuesday is decision day and we’re approaching a pivotal moment in our nation’s history. In just a few days we’ll have a better read on the direction the nation will take politically.  In preparation for this event, listeners like you have been asking us questions, seeking answers to help you better prepare for any outcome. Today, I pose several of your investment questions to my guest, Joe Cortese from DiMeo Schneider & Associates, a member of the CFN Investment Team.

October 23, 2020

As a follow-up to last week’s podcast comparing the tax plans of each candidate, today I talk financial planning. I detail several investment strategies you should consider if we were to enter a period of higher taxes and increased regulation likely to take place during a Biden presidency. Be ready for all eventualities as we wait for the results.

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.