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1011, 2017

Your Life, Your Wealth – Episode 82

By |November 10th, 2017|Categories: 401k, Baby Boomers, Banking, Debt, Economy, Family Planning, Free Market, Investing, Real Estate, Retirement, Social Security, U.S Economy|Tags: , , , , , , , , , , , , |

    • Retirement Coach: First, Steve will talk to Yosaif August, certified Life Coach who helps Baby Boomers in Philadelphia who are retired rediscover their purpose!
    • Major Tax Recap: Next, Steve will discuss the major tax legislation working its way through the House and Senate and what it means to you.
    • ABC’s of Bonds: Last, Steve will review municipal bonds, what they are, how they operate, and the different types! Plus, Steve will share with you recent news that Republicans are willing to do away with private activity bonds. Find out […]
311, 2017

Your Life, Your Wealth – Episode 81

By |November 3rd, 2017|Categories: 401k, Baby Boomers, Banking, Debt, Economy, Family Planning, Free Market, Investing, Real Estate, Retirement, Social Security, U.S Economy|Tags: , , , , , , , , , , , , |

    • Retirement Boost or Bust? A Nobel Prize was awarded to Economist Richard Thaler, who created an automatic 401k enrollment program that has saved retiree’s billions. Steve is skeptical whether this is really good for everyone’s wallet and is as great as it is hyped up to be. Stay tuned.
    • Retiring Early: Steve will cover the topic of retiring early and how to use your own judgement to navigate through the numbers. Steve will explain why an age or a number isn’t the best way to plan for your future.
    • […]

2710, 2017

Your Life, Your Wealth – Episode 80

By |October 27th, 2017|Categories: 401k, Baby Boomers, Banking, Debt, Economy, Family Planning, Free Market, Investing, Real Estate, Retirement, Social Security, U.S Economy|Tags: , , , , , , , , , , , |

    • Trump’s Tax Proposal: Given the recent media attention on President Trump’s Tax Proposal, tune in to hear Steve’s take on the proposal. What is in the proposal? What does it mean to you? What does it mean to business owners? Stay tuned to find out.
    • Technology Terrors:  Did you hear about the tractor trailer that drove down the Atlantic City Boardwalk? Steve will talk about the impact of technology during these changing times.
    • Travel Dreams: Last, Steve is going to discuss traveling during your retirement. Do you have a […]
1710, 2017

Your Life, Your Wealth – Episode 79

By |October 17th, 2017|Categories: 401k, Baby Boomers, Banking, Debt, Economy, Family Planning, Free Market, Investing, Real Estate, Retirement, Social Security, U.S Economy|Tags: , , , , , , , , , |

    • First, Altan Wuliji, MS, CFP®, Investment Consultant from our investment team at DiMeo Schneider & Associates, and Steve will discuss the latest market insights! Find out what does better, bonds or stocks? What about real assets? How about real estate? You won’t want to miss this!
    • Also, Ken Berman founder of Gorilla Trades will join the show today to discuss stocks! You won’t want to miss this informative segment.

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1310, 2017

Your Life, Your Wealth – Episode 78

By |October 13th, 2017|Categories: 401k, Baby Boomers, Banking, Debt, Economy, Family Planning, Free Market, Investing, Real Estate, Retirement, Social Security, U.S Economy|Tags: , , , , , , , , , |

  • Whealthcare Planning: Doctor turned financial advisor, Carolyn McClanahan, created the software tool “Whealthcare Planning” which we use here at Cordasco Financial Network. Carolyn McClanahan is the co-founder of Whealthcare Planning LLC and founder and director of financial planning at Life Planning Partners, Inc. Steve will get into this software tool and why it’s important for you to use during your retirement!
  • Breaking Money Taboo’s: Last, Steve will conclude the show with a groundbreaking study on financial literacy in the U.S and why it’s important to SPEAK UP when it comes to your […]