Discovering Responsible Wealth
Discovering Responsible Wealth
Latest Episodes
Wisdom Wednesday: Social Security - The Choice of a Lifetime
One of the most important decisions you'll make regarding your retirement income is when to file for Social Security benefits. On this webinar, C&A Financial Group CEO and Managing Partner, Frank Congilose hosts guest speaker Roberta Eckert...
Second Quarter 2026 Market Update with BlackRock
Frank Congilose, CEO and Managing Partner of C&A Financial Group and Mike Trudel Managing Partner of BlackRock discuss the latest economic developments, interest rates and factors that impact the markets. Recorded: July 20, 202...
Employment Law: What Employers Need to Know
If you’re a business owner, this is worth your time.In our latest Business Briefing, we covered key employment law risks that can impact your business, your employees, and your cash flow.To watch the video version of this podcast,...
Housing Wealth in Retirement
On this episode, guest speaker Don Graves of the Housing Wealth Institute dive into the world of reverse mortgages and how they can be a valuable financial tool for retirees and homeowners.Don speaks to key considerations, including the...
Fourth Quarter 2025 Market Update with BlackRock
On this episode, Frank Congilose of C&A Financial Group sits down with Mike Trudel of BlackRock to break down what actually drove a strong year for stocks and bonds, how tariffs, inflation, AI, and interest rates are shaping the markets, an...