Your Life Your Wealth

July 23, 2020

On today’s podcast, Steve covers Main Street Lending, a new federal program created to help businesses recover from the economic downturn caused by the COVID-19 pandemic. He speaks with Bob Simpson, CPA with the accounting firm of Brinker Simpson. They discuss details of the Main Street program and note the differences between this and previous government efforts to help small and midsize businesses through the current economic strain. 

July 17, 2020

The real estate market is a bright spot in the current pandemic economy. In response to several listener questions, I talk with Tommy LePera of the LaPera Team at Berkshire Hathaway - Fox Roach Realtors in Brigantine, NJ, about the strength of the current real estate market along the New Jersey coast.  We look at a very real paradigm shift in how buyers and sellers view today’s market, and why some part-time vacation homes in resort communities are becoming full-time family homes.

July 12, 2020

Today we focus on taxes and enforcement with my friend and frequent guest, Ian Comisky, attorney and partner at Fox Rothschild.  Ian has more than 35 years of experience representing corporations and individuals in civil and criminal tax litigation.  We discuss and clarify the just-released U.S. Supreme Court rulings involving President Trump’s efforts to keep his personal and business tax returns away from congressional and other governmental investigations. Ian also shares details of a new IRS data analytics unit and the agency’s latest digital surveillance efforts, including their use of Facebook, spy cams and cell phone records to find tax cheats.

July 9, 2020

This week we’re addressing a listener’s question about one of the many recently publicized doom and gloom predictions concerning the equity market’s reaction to the COVID-19 pandemic. One often quoted pundit says he sees a “1930’s-like market decline.” To help us sort through the dire predictions we so often hear, is Joe Cortese.  Joe is a principal and senior consultant at DiMeo Schneider and Associates, and a member of our investment team at CFN.

July 2, 2020

Many have been asking about how the outcome of November’s presidential and congressional elections will impact the future of our economy and the markets, and how recent government stimulus dollars will impact future tax policy. To get some answers, I’m joined by Chris Edwards, economist and director of tax policy studies at the Cato Institute. We discuss how the upcoming election results willimpact our financial future.

June 26, 2020

Steve Cordasco is joined today by CFN’s John Walker to discuss findings released by Vanguard that make a solid case for the added value of working with a financial advisor when compared to do-it-yourself investing. We discuss the three primary quantifiable benefits you can realize by engaging the services of a professional. These key planning strategies can make a significant difference in the growth of your portfolio.  

June 19, 2020

Nearly all investors have felt the effects the COVID-19 pandemic has had on the equity and credit markets over the past several months.  Today, CFN’s Dennis Jablonoski hosts and is joined by Eric Green, Certified Financial Analyst and Senior Managing Partner at Penn Capital. They look ahead to the long-term impact of federal stimulus dollars on our economy and what the Federal Reserve’s recent moves have done to effect the markets. Also, with the November elections just a few months away, they discuss what role political results might have on economic conditions in the months ahead.

June 12, 2020

Markets are volatile, social unrest is prevalent and concerns about the pandemic continue.  We’re living in uncertain times and many investors are searching for certainty and stability. I’m joined today by CFN Financial Planner Ryan Flurer to discuss annuities.  We detail the pros and cons of various types of annuities, the associated costs, ways they’re marketed and what role they can play in your overall financial plan.

June 5, 2020

Disagreements involving financial issues are a problem for many couples. Even in normal times, these issues are difficult to resolve. Today with layoffs, pay cuts, and general financial uncertainty finding common ground and an agreeable way to handle personal finances has become more challenging. Joining me to discuss the skills for achieving real financial teamwork that can lead to better joint decisions about your money is Megan McCoy, Ph.D., professor of Financial Therapy at Kansas State University. We focus on the importance of understanding the benefits of a holistic approach to finances and ways you can reach financial harmony.

May 29, 2020

The COVID-19 pandemic has had numerous effects on all of us and has been a catalyst for change in many areas. One significant impact is in the rapidly changing world of technology. It’s changed where and how we work, how our children learn, how we shop and spend, how we make financial transactions, and even how we consume medical services. CFN’s John Walker talks with computing technology professional Jason Perlow to discuss several recent advancements and what impact the accelerated rate of technological change has had on our lives.