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If you’re a business owner or employee, changes in the labor and job market will continue to have a direct impact on your financial wellbeing. Steve is joined by Rick Grimaldi, author of FLEX: A Leader's Guide to Staying Nimble and Mastering Transformative Change in the American Workplace. Rick is an attorney and partner with the firm Fisher Philli…
 
It’s the surest sign that spring has arrived, baseball season is here. Cordasco Financial Network’s John Walker and Dennis Jablonoski team up for a winning podcast teaching us the many financial lessons that can be learned from the game of baseball. From the risk reward comparison, to knowing that you don’t always come away with a win, to understan…
 
We invest to grow the money we’ve earned and secure our future. For some however, it now goes beyond that. There are investors who not only want to increase their wealth, but want to know that the companies they invest in will have a positive social impact and are aligned with the causes they support. Today, Steve discusses all sides of the growing…
 
As a record amount of stimulus money enters our economy, concerns about inflation rise. CFN's Founder and CEO Steve Cordasco presents this special in-depth discussion on ways inflation can affect your life and wealth. He discusses the root causes of inflation, how it can impact the future of your cash, bond and equity holdings, and details importan…
 
The April 15, 2021, tax deadline is only a month away and the recently passed stimulus package contains federal legislation that may impact your 2020 tax return. Cordasco Financial Network CPA Tim Joseph joins Steve to discuss why you may want to consider delaying your tax filing this year, and the importance of putting a strategic tax plan into ac…
 
Cordasco Financial Network’s Director of Business Development John Walker sits in for Steve today and is joined by CFN Relationship Manager and Financial Advisor Desiree Reil. In commemorating International Women’s Day this week, they discuss the unique investing and retirement challenges faced by women and cover strategies to help female investors…
 
401k plans are the focus of today’s podcast. Steve is joined by Cordasco Financial Network Retirement Plan Specialist Dennis Jablonoski. They offer insight and guidance for employees who participate in a 401k plan and for business owners or managers responsible for overseeing their company’s plan. They discuss contribution limits, permissible catch…
 
The price of bitcoin has surged 350% in just the last six months as major investors and large companies have begun to adopt its use. Average investors have taken notice and see it as a potential opportunity. Today we discuss bitcoin, one specific form of cryptocurrency, grabbing the headlines. Steve is joined by Cordasco Financial Network’s Client …
 
The current economic conditions have created the need to change some of the investments used to build portfolios at Cordasco Financial Network. Our new investment allocation will have a significant impact on our bond investing. We’re taking a proactive stance, and using a strategy that includes a more actively managed dynamic bond portfolio. Today,…
 
Cordasco Financial Network’s John Walker guides a discussion with CFN CPAs Tim Joseph and Jim Tate discussing important tax considerations for your 2020 IRS tax filing. The COVID-19 pandemic has had a financial impact in several areas that will need special attention from you and your tax preparer this year to ensure the accuracy of your return. Li…
 
This week, the story of the astronomical rise in share price of GameStop, as well as a handful of other companies in decline, caught nearly everyone’s attention. As a good David vs. Goliath story usually does. Share prices were driven up by small individual investors using the social media platform called Reddit. It was an organized effort that res…
 
For many Americans, social security will be an integral part of retirement cash flow. We’ve paid into the system all of our working lives and we expect to collect our benefits. In order to make that happen, a sound social security strategy is essential for all of us entering our retirement years. Determining the best age to begin taking benefits, u…
 
Today, Steve is joined by Chartered Financial Analyst and Market Strategist Stephen Proffer of the Investment Team at Cordasco Financial Network. They discuss our recently released report 2021 Outlook: Poised for Growth. Their discussion is centered around the direction stocks and bonds may take during 2021 given our current and expected economic c…
 
In this week’s podcast, Steve discusses why it’s important to understand and embrace the reality that there are many aspects of our financial lives we simply cannot control. For example, the direction of the financial markets, or the degree to which we will be impacted by tax increases aren’t things we can influence. Therefore, our efforts and atte…
 
Steve is joined by Financial Advisor and CPA Tim Joseph of the CFN team to discuss the latest information on the federal government’s next iteration of the Payroll Protection Program, known as PPP. The program directly impacts business owners, but Steve also explains how PPP affects the overall economy and ultimately the wealth of all Americans. Th…
 
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 an…
 
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…
 
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 rate…
 
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. Listening Time: 18 minutes
 
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 team, 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 also helped us better appr…
 
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 prac…
 
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 perspe…
 
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 y…
 
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. …
 
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 illustrat…
 
Change is constant and many things we anticipate with fear often end up nowhere nearly as bad as we imagined. It’s true in many aspects of our lives ranging from home and family, to work, and even what happens in the world around us. As we head toward the all-important first Tuesday in November, we’re receiving many “what if” questions here at CFN.…
 
The President’s diagnosis has created political fall-out and concern about the election. Our attention now turns toward our fragile COVID economy and our volatile stock markets. For a wide ranging discussion on the impact of the President’s diagnosis, both economically and politically, Steve is joined by Peter Morici. He’s an expert on economic pol…
 
Steve discusses the new work environment many of us are experiencing as a result of the pandemic. He also shares strategies for dealing with the economic shift taking place, accelerating plans for businesses and careers, and how COVID may impact retirement. Then, Steve shares an important announcement regarding Cordasco Financial Network and how th…
 
Questions about tax planning and tax strategies are among the most frequently asked of the team at Cordasco Financial Network. Today, Steve is joined by CPA and Financial Advisor Tim Joseph for a head-to-head comparison on ways the Trump and Biden tax plans might affect you. They discuss the candidates’ specific proposals for the estate tax, social…
 
Dennis Jablonoski, financial planner on the Cordasco Team, sits in for Steve and is joined by fellow CFN Investment Team member Joe Cortese of DiMeo Schneider and Associates. They discuss the markets as we head into the final quarter of this very volatile year. With the tech sector continuing to whipsaw, the future of the pandemic still unknown and…
 
Getting to retirement takes years of thoughtful planning, but what happens once you reach retirement? So many of us have focused so carefully during the planning stage that we’ve either forgotten about, or spent little time thinking about, the many years we’ll actually spend in retirement. Dennis Jablonoski financial planner on the Cordasco Financi…
 
Federal Reserve Chairman Jerome Powell made a surprising economic policy announcement this week relating to inflation. On today’s podcast, I discuss details of the announcement and what it means to you and your money. I tell you about strategies you should consider regarding your investments in stocks, bonds, real estate, gold and cash. Program Len…
 
Many listeners have asked about the financial implications of making the State of Florida their primary residence. I’ve recently discovered a very helpful book on the subject, and today I speak with E. Michael Kilbourn, co-author of The Florida Domicile Handbook. Michael is a leading national authority on the complexities of domiciling in Florida. …
 
Interest rates are at historic lows. Today, we discuss managing the bond portion of a diversified portfolio in the current low interest rate environment, that may not have reached bottom yet. Joining us is Joe Cortese, Senior Consultant at DiMeo Schneider & Associates and member of the Cordasco Financial Network Investment Team. We also analyze ind…
 
Listener questions about the current coin shortage lead us to today’s guest, Philip Diehl 35th Director of the United States Mint, former Chief of Staff of the U.S. Treasury Secretary and current President of U.S. Money Reserve. He helps us understand the reasons for the current shortage and offers insights into how U.S. coin demand and production …
 
COVID-19 pandemic has had a huge impact on business operations. The restaurant industry continues to be particularly hard hit as requirements for social distancing and outright bans on indoor dining have taken a toll. Joining me today is Pete Ciarrocchi, owner of the legendary Chickie’s & Pete’s. We discuss ways the pandemic has impacted his compan…
 
Did you know that working from home could cost you money on your taxes? Our CEO, Steve Cordasco, is joined by Bob Brinker, Founder and Managing Partner of accounting firm Brinker Simpson to discuss this hot topic. Learn more about how you could be impacted by the “Convenience Rule.” Program Length: 9 minutes…
 
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 gov…
 
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 bu…
 
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 effor…
 
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…
 
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 d…
 
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 strat…
 
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 …
 
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 the…
 
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 …
 
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 Jo…
 
With the federal government pumping trillions of dollars of stimulus into our system to keep the economy moving, will we inevitably enter an inflationary period following this self-imposed economic shutdown? Over the past few weeks, I’ve heard from many of you with questions about inflation. Joining me is Brad Long, a member of our investment team …
 
The COVID-19 health crisis, as well as our current low interest rate environment, has triggered changes in the availability and cost of life insurance. Some changes on the near-term horizon may make it even more difficult for you to find an affordable insurance solution for the coverage you need. Now may be the best time to look at your coverage an…
 
Many businesses are still closed, the nation’s jobless numbers continue to grow, and the equity markets remain volatile. There are still many unknowns about the future of our economy. CFN’s John Walker discusses several creative financial planning ideas for you to consider that may put additional dollars in your wallet and help you better position …
 
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