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1701, 2020

The Stretch IRA is Dead – Here’s What To Do – Episode 219

By |January 17th, 2020|Categories: SECURE Act|Tags: |

The Stretch IRA is Dead – Here’s What To Do

The stretch IRA, an estate planning strategy that extended the tax-deferred status of an inherited IRA passed to a beneficiary other than your spouse, has been eliminated with the recent passage of the SECURE Act. CFN’s John Walker is joined by CPAs Jim Tate and Tim Joseph to discuss the implications of the change and share important planning strategies that will help reduce the tax burden of the individual inheriting an IRA.

Program Length: 20 minutes

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1001, 2020

Should You React When the Stock Market is Impacted by Geopolitical Events? – Episode 218

By |January 10th, 2020|Categories: Stock Market|Tags: , |

Should You React When the Stock Market is Impacted by Geopolitical Events?

Recent military activity between the U.S. and Iran has rattled some investors nerves. Such events often result in overblown media coverage, but how the stock market reacts may surprise you. CFN’s John Walker and Dennis Jablonoski cover recent geopolitical events and put them in historical perspective. They discuss several crises dating back to World War II and the often unexpected ways markets have reacted.

Program Length: 16 minutes

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301, 2020

Does Everything that Goes Up Have to Come Down? – Episode 217

By |January 3rd, 2020|Categories: Stock Market|Tags: |

Does Everything that Goes Up Have to Come Down?

Last year was a good year in the equity markets, but for some a positive experience could fade quickly into fear. Many investors brace for a so-called “payback time,” a period in which market gains may erode or worse be erased. CFN’s John Walker and Dennis Jablonoski remind us that there are several reasons why an up market, as we experienced in 2019, won’t necessarily be followed by a down market in 2020, and that solid planning remains our best option for success.

Program Length: 17 minutes

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2612, 2019

Don’t Make Resolutions, Build Habits – Episode 216

By |December 26th, 2019|Categories: Success in Life & Wealth|Tags: |

Don’t Make Resolutions, Build Habits

The habits we adopt in our lives, the things we do every day, are often indicative of the amount of personal and professional success we enjoy. CFN’s John Walker and Dennis Jablonoski discuss the habits of successful people and how good habits in various aspects of life can often translate into financial success.

Program Length: 24 minutes

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2012, 2019

How will the SECURE Act Impact Your Retirement Planning? – Episode 215

By |December 20th, 2019|Categories: Retirement planning|Tags: |

How will the SECURE Act Impact Your Retirement Planning?

As legislation resulting in the largest change to the retirement system in more than a decade becomes law, CFN’s John Walker and CPA Tim Joseph discuss the impact. They detail new rules regarding 401(k) offerings, required minimum distributions, age contribution limits, the stretch IRA, and more.

Program Length: 16 minutes

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Radio Show Episodes

2706, 2019

Your Life Your Wealth Radio Show – June 29, 2019

By |June 27th, 2019|401k, IRA, Radio Show, Social Security|



3 Reasons to Combine Your Accounts

Use Your IRA for Debt Consolidation

Private Equity Involved? Look out!

Social Security Scams You Need to Know

Program Length: 50 minutes

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2106, 2019

Your Life Your Wealth Radio Show – June 22, 2019

By |June 21st, 2019|exchange traded funds, Property values, Radio Show|



Is the Value of Your Jersey Shore House in Jeopardy?

Facts about Exchange Traded Funds You Need to Know

Life Planning Comes First

Program Length: 49 minutes

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1306, 2019

Your Life Your Wealth Radio Show – June 15, 2019

By |June 13th, 2019|Radio Show, Retirement planning|



Three Elements of Retirement Happiness

Program Length: 49 minutes

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606, 2019

Your Life Your Wealth Radio Show – June 8, 2019

By |June 6th, 2019|Radio Show, Retirement, taxes|



Retirement Planning Tips for Age Gap Couples

Rebalance Your Portfolio to Stay on Track

Relocate to Reduce Your Tax Burden

Program Length: 50 minutes

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3005, 2019

Your Life Your Wealth Radio Show – June 1, 2019

By |May 30th, 2019|Investing, Radio Show, Social Security|


Six Pieces of Common Financial Advice You May Want to Avoid

Maximizing Your Social Security: Timing is Everything

Social Security Scams You Need to Know About

Program Length: 44 minutes

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