Discovering Responsible Wealth
Discovering Responsible Wealth will help you discover the principles of Responsible Wealth – principles that can change your life, to be good stewards of all the God has blessed us with, and to live life to its fullest potential.Frank’s message is simple: Finances have an impact on every aspect of your life. However, to have the life that God desires for us, your life must be in balance and money must be placed in the proper context. Discovering Responsible Wealth focuses on life’s “Wealth Building Blocks” – your faith, family, health, purpose and finances. Each week, our goal is to provide your with insight and information to help you make better informed financial decisions. The reality is that most of our actions are not in alignment with the outcomes in life that we desire. This is often true in many aspects of our life sometimes unknown to us. With the rapid pace of change in the world, you can’t afford to waste time, and you can’t afford to leave others responsible for your life or financial well-being. You have to take the time to understand the game, know the rules, and move ahead strategically if you expect to win. The game is constantly changing. You have to change too, from a casually involved participant, to the captain of your team. In the end, we want to help you discover, build, and share a life of true wealth and meaning; a life strategically created through the principles of Responsible Wealth.
Episodes
143 episodes
Social Security: The Choice of a Lifetime
On this podcast, C&A Financial Managing Partner and CEO Frank Congilose and guest speaker Tim O'Mara of Nationwide discuss the basics of social security. On this podcast, you will learn how to make the right choice when it comes to filing s...
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52:54
Master the Art of Saving: Your Key to a Secure Retirement
On this episode, C&A Financial Group Managing Partner and CEO Frank Congilose, hosts special guest and advisor, Brian Cunniff who shows us a unique process around savings that can lead to a secure retirement.2024-174345 Exp 08/26
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48:00
Fundamentals of Estate Planning
On this podcast, C&A Financial Group Managing Partner and CEO Frank Congilose and Financial Professional, Michael Canarick, JD, LLM will go over the essential components of estate planning. Whether you are just beginning to think about...
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40:49
March 2024 Coaching Call: Market Update with Mike Trudel of BlackRock
Frank Congilose, Managing Partner at C&A Financial Group hosts Mike Trudel, Managing Director and Global Strategist at BlackRock, who shares his thoughts on the U.S. economy. Frank and Mike also provide valuable insight and prospective arou...
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20:24
August 2023 Coaching Call: Market Update with Mike Trudel of BlackRock
Frank Congilose, Managing Partner at C&A Financial Group hosts Mike Trudel, Managing Director and Global Strategist at BlackRock, who shares his thoughts on the U.S. economy. Frank and Mike also provide valuable insight and prospective arou...
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22:43
May 2023 Coaching Call: Disability: Are You Financially Prepared?
Without an income, you could quickly exhaust your family savings, undermining your family’s financial security. The money you’ve managed to put away for a vacation, the kids’ education, and your own retirement now has to be spent on gas, grocer...
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18:08
May 2023 Coaching Call: Perspectives Around the U.S. Debt Ceiling
On this month's podcast, Frank Congilose and Bob Farrell discuss their perspective around the country's debt ceiling and what it means for the near future. 2023-156357
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10:03
Podcast Replay: Financial Literacy Month (April 2019 Coaching Call)
Frank Congilose and David Suckey of C&A Financial Group spend some time sharing their insights on financial literacy and how factors like education, accountability, and coaching are key. 2023-153968 Exp 04/25
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18:22
Podcast Replay: What Will Be Your Legacy?
Frank Congilose, CEO and Managing Partner and Dave Suckey, Financial Advisor, both of C&A Financial discuss financial balance and your legacy, how to plan your income stream in retirement and how to protect it while leaving behind a legacy....
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17:44
March 2023: Perspectives on Finance and Economics with Mike Trudel of BlackRock
Frank Congilose of C&A Financial Group and Guest Speaker Mike Trudel of BlackRock discuss market conditions and the perspective and outlook around our current economy.
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22:06
Podcast: Becoming A Great Saver Replay
On this #TBT podcast, Frank discusses the best way to develop a process around savings and why it is important to start early.
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10:02
October 2022 Market Update Coaching Call
On this episode Frank Congilose and Bob Farrell discuss the current state of the market as we enter the 4th quarter of 2022. Frank and Bob reflect on how the year has been so far and provide and outlook and insight on where we could be headed.
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24:27
Financial Wellness: Why it Should be Made a Priority in the Workplace
Sam Soprano and Adina Abercrombie of C&A Financial Group discuss key points on the importance and benefits of implementing a Financial Wellness Program in the workplace.
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17:05
August 2022 Coaching Call with Mike Trudel of BlackRock
This month Mike Trudel of BlackRock and Frank Congilose share their perspectives on the current state of the market, the impact on the economy and GDP and how to move forward. They give insight to topics such as market volatility, inflati...
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27:36
July 2022 Coaching Call: Market Update and Inflation
This month Frank Congilose and Bob Farrell, Investment Manager at Tomoro Financial, have a conversation about current inflation and how it is affecting the markets.
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20:35
May 2022 Coaching Call: Disability Income Awareness Month
May is Disability Income Awareness Month. This month Richard Pasick, C&A Financial Group, joins Frank Congilose to give insight and helpful strategies for protection when it comes to planning for an unexpected disability.
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19:30
March 2022 Market Update
Bob Farrell, Investment Manager at Tomoro Financial, returns this month to join Frank Congilose and discuss the volatility happening in the market.
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17:55
February 2022 Coaching Call: Interview with Russ Koesterich, BlackRock.
This month Frank Congilose, C and A Financial Group, welcomes Russ Koesterich, CFA, JD, from BlackRock. At BlackRock Russ is Managing Director and portfolio manager, and is a member of the Global Allocation team. In this episode ...
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23:51
December 2021 Coaching Call: 2021 Retrospective
In this episode Frank Congilose and David Suckey of C&A Financial Group look back at 2021 and discuss some lessons learned and takeaways from this past year.2021-131200
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16:24
July 2021 Coaching Call: Annuities
For July Frank Congilose has a conversation with Matt Downing, Regional VP at Allianz, about annuities. Together they share some general information about types of annuity products such as variable annuities and RILAs and strategies as to how t...
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16:58
May 2021 Coaching Call: Disability Awareness Month
May is Disability Awareness Month and Richard Pasick joins Frank Congilose. They give some insight, information, and strategies for protection when it comes to planning for an unexpected disability.www.DisabilityCanHappen.Org2021-12...
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13:50
May 2021 Market Update
Frank Congilose, C&A Financial Group, and Bob Farrell, Tomoro Financial, sit down to discuss the current state of the market.2021-120504
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15:38
December 2020 Coaching Call: 2020 Retrospective
This month Frank Congilose and David Suckey have a retrospective of 2020, and focus on the positives of the year and the lessons it has taught us.
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22:13
November 2020 Market Update
Frank Congilose, C&A Financial Group, and Bob Farrell, Tomoro Financial, discuss the current state of the market and how the 2020 election has affected it. 2020-111827
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20:02
September 2020 Coaching Call: Adjusting to the "New Normal"
What can we do to get some balance in our lives now as we adjust to the new normal? This month life coach Brett Michener joins Frank Congilose about how COVID-19 has affected our lives. What can we do to get some balance in our lives now as we ...
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22:18