Your Life Your Wealth

February 7, 2020

Information about the spread of Coronavirus is in the news every day and often affects the direction of the stock market. How much impact does news of the spreading virus have, and for how long does that impact last? CFN’s John Walker and Dennis Jablonoski put the current Coronavirus reporting in perspective and take a historical look at the impact several previous viral outbreaks have had on short and long term market performance.

February 4, 2020

How much will you really need to save for a secure retirement and how much of an impact will your children have on your savings success? recent stats show parents spend as much 40% of their income raising their children during the years from birth until the children are responsible for their own financial needs. CFN’s John Walker is joined by Desiree Reil and Brian Hillsberg. Each has a different personal experience and therefore a different perspective. They discuss ways having, or not having, children impacts your spending and your potential for saving for retirement. Their conversation will help you identify your priorities and your individual retirement needs based on your lifestyle.

February 2, 2020

How we handle our finances, our health and well-being, and just about everything we do, is largely within our control. We look ahead. We make plans. Then, the unexpected occurs. Today, I return to the Your Life Your Wealth podcast. I’m back to tell you about the health challenges I've experienced during the past six months. I share the invaluable first-hand lessons I’ve learned, which reinforce the essential need for all of us to prepare for the unexpected.

January 17, 2020

The stretch IRA, an estate planning strategy that extended the tax-deferred status of an inherited IRA passed to a beneficiary other than your spouse, has been eliminated with the recent passage of the SECURE Act. CFN’s John Walker is joined by CPA’s Jim Tate and Tim Joseph to discuss the implications of the change and share important planning strategies that will help reduce the tax burden of the individual inheriting an IRA.

January 10, 2020

Recent military activity between the U.S. and Iran has rattled some investors nerves. Such events often result in overblown media coverage, but how the stock market reacts may surprise you. CFN’s John Walker and Dennis Jablonoski cover recent geopolitical events and put them in historical perspective. They discuss several crises dating back to World War II and the often unexpected ways markets have reacted.

January 3, 2020

CFN’s John Walker and Dennis Jablonoski remind us that there are several reasons why an up market, as we experienced in 2019, won’t necessarily be followed by a down market in 2020, and that solid planning remains our best option for success.

December 31, 2019

The habits we adopt in our lives, the things we do every day, are often indicative of the amount of personal and professional success we enjoy. CFN’s John Walker and Dennis Jablonoski discuss the habits of successful people and how good habits in various aspects of life can often translate into financial success.

December 30, 2019

As legislation resulting in the largest change to the retirement system in more than a decade becomes law, CFN’s John Walker and CPA Tim Joseph discuss the impact. They detail new rules regarding 401(k) offerings, required minimum distributions, age contribution limits, the stretch IRA, and more.

December 17, 2019

At a time of continued volatility for domestic markets, I take a look at the potential opportunities from adding emerging markets and other overseas investments to the growth portion of a portfolio. To listen to this 14 minute podcast, click below.

December 14, 2019

Now is the time to consider several last-minute tax tips that may benefit you for tax year 2019. John Walker and Cordasco Financial Network CPA Tim Joseph discuss several moves that may reduce your tax burden for this year.