Podcast Episodes

1610, 2018

Your Life Your Wealth – Episode 145

By |October 16th, 2018|Categories: IRA|Tags: , , |

YOUR IRA: WHAT YOU NEED TO KNOW

IRA’s are an important tool used in retirement planning. I discuss the differences between traditional and Roth IRA’s, and the key benefits of each. I’ll also detail the need to keep IRA beneficiary designations up-to-date. Unfortunately, that’s one of the most common mistakes one can make!

Program Length: 14 minutes

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1210, 2018

Your Life Your Wealth – Episode 144

By |October 12th, 2018|Categories: stock market volatility|Tags: , |

VOLATILITY AND STOCK MARKET FUNDAMENTALS

I take a deep look at the fundamentals and discuss reasons markets experience sell-offs. I describe the CFN strategy in dealing with these fluctuations, ways to help overcome fear in the markets, and an approach for maintaining confidence when managing money for those in, or near, retirement.

Program Length: 9 minutes

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910, 2018

Your Life Your Wealth – Episode 143

By |October 9th, 2018|Categories: Elder care|Tags: , , |

CASH AND COUNSELING PROGRAM: CARING FOR AGING LOVED ONES

Americans are living longer and for many of us our retirement years may be lengthier than anticipated. For some, money runs out, and family members must pitch in and provide care. I discuss long-term care insurance options, and a little known program offering financial help for family members caring for a loved one.

Program Length: 19 minutes

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510, 2018

Your Life Your Wealth – Episode 142

By |October 5th, 2018|Categories: REIT|Tags: |

REAL ESTATE INVESTMENT TRUSTS

Cordasco Financial Network CPA Tim Joseph joins me to discuss REITs and how ownership of REITs differs from owning brick and mortar real estate. We also cover the new 2018 IRS rules that offer tax advantages for REIT ownership.

Program Length: 16 minutes

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210, 2018

Your Life Your Wealth – Episode 141

By |October 2nd, 2018|Categories: Bond Market, Stock Market|Tags: , , , , |

FEAR OF A MARKET CRASH

A 55-year-old listener submitted a question to AskSteve@CFNPlan.com. She writes, “How would I survive a market crash as I approach my retirement years?” I offer some perspective and discuss a variety of investment options that may be helpful should we experience a market crash or a major correction. We also will cover what an insurance or annuity “stress-test” is and how you can get your portfolio tested here at CFN. Our stress test will help show how your portfolio would fare in the event of a market crash. Do you want your question to be featured on the radio show? You can email us if you have questions or comments to AskSteve@CFNPlan.com

Program Length: 6 minutes

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Radio Show Episodes

1210, 2018

Your Life Your Wealth Radio Show – October 13, 2018

By |October 12th, 2018|Donald Trump, Radio Show, Stock Market|



MARKET VOLATILITY

A LOOK AT MARKET FUNDAMENTALS

A GLITCH AT VANGUARD

FED CHAIRMAN UNDER FIRE

Program Length: 50 minutes

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510, 2018

Your Life Your Wealth Radio Show – October 6, 2018

By |October 5th, 2018|Elder care, IRA, Radio Show, REIT|



YOUR IRA PRIMER

REAL ESTATE INVESTMENT TRUSTS

CASH AND COUNSELING PROGRAM: CARING FOR AGING LOVED ONES

Program Length: 50 minutes

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2809, 2018

Your Life Your Wealth Radio Show – September 29, 2018

By |September 28th, 2018|Economy, inflation, Radio Show|



THE HEALTH OF OUR ECONOMY

HOW MUCH MONEY WILL YOU REALLY NEED IN RETIREMENT?

A NEW TAX HAVEN FOR THE SUPER RICH

Program Length: 50 minutes

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2109, 2018

Your Life Your Wealth Radio Show – September 22, 2018

By |September 21st, 2018|Cyber Security, Estate Planning, Radio Show|



ARE YOUR IMPORTANT DOCUMENTS SAFE?

NEW ELECTRONICS THAT SHOULD BE ON YOUR “MOST WANTED” LIST

ESTATE PLANNING ESSENTIALS

FROM "THE YOUR LIFE YOUR WEALTH" MAIL BAG

Program Length: 50 minuets

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1409, 2018

September 15, 2018- CATO INSTITUTE INTERVIEW

By |September 14th, 2018|P. J. O'Rourke, Radio Show, Running out of money in retirement|



A CONVERSATION WITH P. J. O’ROURKE

HOW MUCH WILL YOU SPEND EACH YEAR IN RETIREMENT?

Program Length: 50 minutes

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