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Your Life Your Wealth Network

A weekly Business and Investing podcast
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Episodes of Your Life Your Wealth Network

The Social Security Administration announced a 5.9% increase in benefits for 2022. For many Americans in retirement, Social Security is a key part of their retirement income. Steve Cordasco is joined by CFN’s Jim Tate, CPA, to discuss key strat
Uniform Transfers to Minors Act allows gift givers to transfer money, real estate or fine art to minors without the need for a guardian or trustee. UTMAs, a tax efficient gifting option, are an inexpensive way to give minors a financial leg-up,
Helping others by giving to charity has a positive impact on the recipient, and also offers the donor many benefits. We get personal satisfaction by helping those less fortunate, while at the same time we can benefit from the tax advantages of
Economic conditions in China and investing in emerging markets are among the issues discussed as Steve is joined by internationally known investor and commentator Jim Rogers. Also  well known for his media appearances, Jim Rogers was the co-fou
Steve discusses inflation, the markets, demographics and the new tax proposals. We also hear insightful comments from Cathie Wood, founder and CEO of the investment management firm Ark Invest, made at this week’s global leadership SALT Conferen
It’s been 20 years since America was attacked in a way none of us could have ever imagined. September 11, 2001, the day four hijacked passenger planes crashed into the towers of the World Trade Center, the Pentagon and an open field in Shanksvi
When it comes to your kids, is it smarter to pay for college or fund your retirement? The cost of higher education continues to rise at a staggering rate.  It places college out of reach for some families and may cause parents to take on an ino
Today’s podcast is one you must hear. Steve shares very recent professional and personal experiences to illustrate and emphasize the invaluable importance of planning for the inevitable. It’s a fact, none of us wants to be a burden to our famil
A Roth IRA conversion offers certain tax advantages if you expect your future tax rate to be higher at the time you plan to withdraw money from your retirement accounts. A Roth IRA allows for tax-free withdrawals of qualified distributions, but
The work of the Investment Committee at Cordasco Financial Network is an integral part of the retirement planning process. The committee’s efforts, which take place on a daily basis, are a key component of portfolio construction at CFN. Investm
Tolerance of market volatility is quite different than tolerance of risk, however investors often confuse them. CFN’s John Walker and Dennis Jablonoski clearly define each, and help us understand why we need to know the difference. They also di
Recently, factors like inflation, the Delta variant, and low interest rates have been weighing on people’s minds. To address this, I hosted institutional money manager and member of our investment team, Joe Cortese, to shed light on the investm
Defined Benefit Plans for small business owners represent the largest yearly retirement plan contribution option available, and likely present a significant tax savings opportunity.  Steve Cordasco and CFN’s Tim Joseph, CPA, discuss Defined Ben
Unfortunately, people in retirement often miss tax-savings opportunities that are readily available. Retirees like you need to pay close attention to your tax situation because the money you’ve saved must last the rest of your life. Missing out
Sometimes the most uncomfortable conversations are the ones most necessary. Today, as we reach a milestone, the 300th episode of the Your Life Your Wealth podcast, CFN’s John Walker and Ryan Flurer discuss the important issue of paying for long
Retirees should consider focusing on generating cash flow instead of chasing ever-shrinking income sources in today’s low interest rate environment. CFN’s John Walker and Jim Tate, CPA, discuss the differences in managing income versus cash flo
As we save for our retirement many of us will face financial threats along the way. The money decisions we make, and how we address the financial challenges we may face, could make the difference between financial security or insecurity during
The cybersecurity threats we face continue to increase in frequency and sophistication. The threats present significant risk to individuals, and an even more critical risk to business owners, particularly those involved in financial transaction
This year’s summer travel season has arrived with a vengeance. After 2020’s pandemic driven stay-at-home summer, there’s pent up demand with folks clamoring to book their getaways. As travel demand surges, prices are rising. Today, CFN’s Dennis
There are numerous benefits of state-sponsored 529 plans. The reality is that too many investors with the intention of helping a future student aren’t aware of the tax savings and other advantages they offer.  Today, CFN’s John Walker and Tim J
In recent weeks, many Your Life Your Wealth listeners have asked questions and expressed concerns about inflation and its impact on the future well-being of our economy and on their personal finances.  Today, Steve discusses inflation and its r
The most common workplace retirement savings plan is the 401k. Aside from the value of your home, it’s likely your largest asset. A surprising number of 401k savers view this money as an accessible pre-retirement emergency fund should a costly
Most couples look forward to their retired years together. But, what happens if you and your partner have different views of what life in retirement should actually be?  What if you disagree on finances, family or living arrangements? Steve dis
If you consumed any news this past week, the word most frequently heard or read was "inflation." The media’s near-obsession stemmed from the release of higher than expected Consumer Price Index figures. We don’t like seeing those higher numbers
Ian Comisky, partner in the law firm of Fox Rothschild, author and law professor at the University of Pennsylvania joins today’s podcast. Ian is with us each year at this time to discuss new tax law, forthcoming federal regulations and IRS enfo
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