Podcast Episodes

404, 2019

Do You Know How Much Money You Will Really Need In Retirement? – Your Life Your Wealth – Episode 179

By |April 4th, 2019|Categories: Retirement planning|Tags: |

Do You Know How Much Money You Will Really Need In Retirement?

The biggest fear many retirees have is running out of money. I’m joined by Aline Holzworth, a Behavioral Scientist at Duke University, who recently co-authored a Wall Street Journal article on her research to help determine the amount of money you may need in retirement. It’s a surprisingly high percentage of the annual income earned during your working years, and a much larger number than is often used as a rule-of-thumb by many planners. I also explain why it’s necessary to go beyond the numbers to live your best life in retirement.

Program Length: 14 minutes

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2803, 2019

Boost Your Investment Returns With Smart Tax Strategies – Your Life Your Wealth – Episode 178

By |March 28th, 2019|Categories: taxes|Tags: |

Boost Your Investment Returns With Smart Tax Strategies

Too many investors spend too much time chasing specific stocks or trying to time the market, while at the same time are careless about maximizing their tax benefits. Carefully managing your taxes is an area where you can have a significant impact on the growth of your investments. Being smart about where you invest for retirement and even smarter about which retirement accounts you withdraw from, and in what order, can make a significant difference in the amount of money you keep and how much you send to Uncle Sam. I share tips and strategies you need to know.

Program Length: 33 minutes

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2203, 2019

How the Federal Reserve Impacts You and Your Money – Your Life Your Wealth – Episode 177

By |March 22nd, 2019|Categories: Federal Reserve, stock market volatility|Tags: , , |

How the Federal Reserve Impacts You and Your Money

Chairman Jerome Powell says the Federal Reserve is going to be rate neutral for now. What do his comments mean to you? I talk with Senior Financial Analyst Joe Cortese. We discuss market fundamentals as we approach the end of the first quarter of 2019. Plus, talk about the Fed’s inflation fight, corporate debt and the strength of the U.S. dollar. I also give my take on the markets and how volatility can bring opportunities.

Program Length: 25 minutes

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1503, 2019

FIRE: Ingenious Retirement Idea or Harebrained Scheme – Your Life Your Wealth – Episode 176

By |March 15th, 2019|Categories: Retirement planning|Tags: , |

Ingenious Retirement Idea or Harebrained Scheme

It’s considered either a “fantastic new idea” or “the path to financial ruin.” There’s a controversial new and growing trend relating to retirement called FIRE, Financial Independence Retire Early. It’s a movement, largely supported by millennials, promoting the idea of living frugally while saving up to half of your income early in your career, then retiring in your mid 40’s. I discuss the FIRE concept and look at the possible benefits and many problems connected to this very different type of financial life plan.

Program Length: 18 minutes

703, 2019

Jersey Shore Towns Take Hit on Property Values – Your Life Your Wealth – Episode 175

By |March 7th, 2019|Categories: Real Estate|Tags: |

Jersey Shore Towns Take Hit on Property Values

Research indicates that the increase in property values at some Jersey Shore towns is being stunted by rising sea levels. Towns including Brigantine, Atlantic City, Sea Isle City, and North Wildwood are among the top 20 locations impacted, with the burgeoning retirement town of Ocean City being the hardest hit. I’m a resident of the Jersey Shore and skeptical of these findings, but wanted further detail. I’m joined by Columbia University researcher Jeremy Porter to explain his perspective on the data.

Program Length 24 minutes

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Radio Show Episodes

404, 2019

Your Life Your Wealth Radio Show – April 6, 2019

By |April 4th, 2019|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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2803, 2019

By |March 28th, 2019|Radio Show, taxes|



Boost Your Investment Returns With Smart Tax Strategies

What Last Minute Tax Filers Must Know

Program Length: 48 minutes

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2203, 2019

Your Life Your Wealth Radio Show – March 23, 2019

By |March 22nd, 2019|Bond Market, Radio Show, Stock Market, volatile marktes|



The Fed Chairman Speaks: What Exactly Does it Mean to You?

Ways You Can See Volatility as Opportunity

"It’s The Economy, Stupid!"

Program Length: 47 minutes

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1503, 2019

Your Life Your Wealth Radio Show

By |March 15th, 2019|Radio Show, Retirement|



Retirement Crisis, Really?

Ingenious Retirement Idea or Harebrained Scheme

Program Length: 50 minutes

703, 2019

Your Life Your Wealth Radio Show – March 9, 2019

By |March 7th, 2019|Radio Show, Retirement planning|



The Phony Retirement Crisis is Politically Motivated Fiction

Program Length: 49 minutes

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