Your Life Your Wealth

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Episode #188 – Age Gap Retirement

June 6, 2019

Married couples with a sizable age difference face unique challenges relating to retirement. I discuss the issues including how age gap retirement impacts social security decisions, asset distributions, and other financial matters. I also talk about the psychological and social effects of one spouse retiring as the other maintains full-time employment.

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Episode #187 – Financial Advice to Avoid

May 30, 2019

Whether it’s from a financial professional or your brother-in-law, there’s no shortage of financial advice being dispensed. I discuss some common advice that perhaps you shouldn’t heed.

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Episode #186 – The True Meaning of Memorial Day

May 24, 2019

Far too many Americans recently surveyed didn’t know that on Memorial Day we honor those who have served our country and paid the ultimate price. I’m joined by Col. Kenneth DeTreux, U.S.M.C. Ret., currently Commandant of Cadets at Valley Forge Military Academy & College to discuss the true meaning of Memorial Day.

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Episode #185 – How Do Tariffs & Trade Wars Impact You?

May 17, 2019

Tariffs and the threat of a trade war with China were back in the news. I’ll bring you up-to-date on where the negotiations currently stand, discuss the impact tariffs could have on your wallet, our economy and the strong influence news reports on tariffs have on the equities markets.

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Episode #184 – Increase Your Investment Returns with this Tax Saving Strategy

May 9, 2019

I discuss tax loss harvesting, a way to realize losses to offset gains in your investment portfolio. It’s a strategy that could give you a half point increase in your investment returns, but there are some specific conditions you need to consider.

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Episode #183 – Social Security Scandal

May 2, 2019

Questions about the future solvency of the social security system populate our news feeds. There are a variety of gloomy predictions about the survival of the system. As a preamble to future podcasts on social security, I briefly discuss whether or not our nation’s pool of social security money should be more aggressively invested. Could more aggressive investing of those dollars reduce the likelihood of a coming social security shortfall? Some consider the failure to more aggressively invest a real social security scandal.

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Episode #182 – The Key to Real Retirement Happiness

April 25, 2019

My guest Michael Finke, Chief Academic Officer of the American College of Financial Services, has been researching the elements of true retirement happiness for years. His findings indicate that there are three strong predictors, the first two are money and health. The third, perhaps equally as important to the first two, is the nurturing of personal and social relationships, especially the quality of your relationship with your spouse. We go in-depth discussing his findings and focus, as we so often do, on the all-important life side of retirement. Our guest reinforces the fact that true happiness in your retired years can not be found exclusively through money or wealth.

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Episode #181 – An Extra Set of Eyes on Your Taxes

April 19, 2019

At Cordasco Financial Network, we don’t “do” your taxes, but we do offer the invaluable service of looking over the details of your return to ensure accuracy and make certain every tax-saving opportunity is realized. CFN...

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Episode #179 – How Much Money will you Really Need in Retirement?

April 4, 2019

The biggest fear many retirees have is running out of money. I’m joined by Aline Holzworth, a Behavioral Scientist at Duke University, who recently co-authored a Wall Street Journal article on her research to help determine the amount of money you may need in retirement. It’s a surprisingly high percentage of the annual income earned during your working years...

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Episode #178 – Smart Tax Strategies You Need to Know

March 28, 2019

Too many investors spend too much time chasing specific stocks or trying to time the market, while at the same time are careless about maximizing their tax benefits. Carefully managing your taxes is an area where you can have a significant impact on the growth of your investments. Being smart about where you invest for retirement and even smarter about which retirement accounts you withdraw from, and in what order, can make a significant difference in the amount of money you keep and how much you send to Uncle Sam. I share tips and strategies you need to know.

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