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811, 2019

What Should You Do When Markets Reach an All Time High? – Episode 209

By |November 8th, 2019|Categories: Stock Market|Tags: |

What Should You Do When Markets Reach an All Time High?

As the markets continue to reach new heights, CFN’s John Walker and Dennis Jablonoski take a historical look at the markets, talk about current market conditions and discuss the prudent approach long term investors should consider as the markets continue to rise.

Program Length: 19 minutes

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111, 2019

The Myths & Misconceptions You Need to Know About Social Security

By |November 1st, 2019|Categories: Social Security|

The Myths & Misconceptions You Need to Know About Social Security

One of the most often talked about issues for people heading toward retirement is social security. It seems that everyone has questions. It’s also a topic around which many misconceptions persist. To provide clarity around this important part of your retirement planning, CFN’s John Walker welcomes veteran Social Security Administration official and long-time syndicated columnist Tom Marginau. Tom writes exclusively on the subject of social security, has written a series of articles on social security myths. Later in the presentation, CFN’s Tim Joseph, CPA, stops by to discuss the benefits of working with financial planning professionals in determining the best course of action for you when dealing with your individual social security planning.

Program Length: 31 minutes

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2510, 2019

Why Keeping Up with the Joneses is a Bad Idea – Episode 207

By |October 25th, 2019|Categories: Keeping up with the Joneses|Tags: |

Why Keeping Up with the Jones is a Bad Idea

Keeping up with others in our social circles is among the top concerns of affluent investors. Whether it’s through social media or direct contact, we’re constantly exposed to things that others flaunt such as fabulous vacations, expensive new cars or picture perfect family gatherings. When we assess our own lives, it’s easy to understand how feelings of inadequacy manifest. John Walker explores the financial impact of trying to “keep up with the Joneses.” He’s joined by psychology professor Mary Pritchard from Boise State University, who has studied the emotional impact of comparing your wealth or success to others.

Program Length: 22 mins

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1810, 2019

Smart & Efficient Strategies You Need To Know Before Your Next Charitable Contribution – Episode 206

By |October 18th, 2019|Categories: Financial Planning|Tags: |

Smart & Efficient Strategies You Need To Know Before Your Next Charitable Contribution

For most of us, as we head toward the busy holiday season our attention is on family and friends, and the time we’ll spend with those closest to us. There are however, many other important things to consider at this time including an assessment of our charitable giving for the year. CFN’s John Walker is joined by Dien Yuen, Assistant Professor of Philanthropy at the American College of Financial Services, an expert on charitable giving for families and charitable institutions. They discuss ways you can help others through donations designed to efficiently fit into your financial and tax planning strategies for the year. These include the benefits of appreciated stock donations, donation bunching, required minimum distribution donations, donor advised chartable funds and more.

Program Length: 28 minutes

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1210, 2019

If It’s Free, It’s For Me: An Old Adage You Shouldn’t Rely On – Episode 205

By |October 12th, 2019|Categories: Stock Market|Tags: |

If It’s Free, It’s For Me: An Old Adage You Shouldn’t Rely On

In the news this week, several brokerage firms have started offering free online trading for U.S. stocks and exchange traded funds. That’s terrific, right? Not so fast! CFN’s John Walker and Dennis Jablonoski discuss what you should think about before even considering any perceived benefits of free online trading. John and Dennis share many cautionary notes including the importance of recognizing the vast differences between executing a solid investment or retirement planning strategy, and being an online stock trader. Free online trading may cause you to make more impulsive financial moves, and also can have tax consequences you may not have considered.

Program Length: 14 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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