Shows
Discovering Responsible WealthFourth Quarter 2025 Market Update with BlackRockOn 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, and why volatility may return even as long-term fundamentals remain solid. From Fed rate cuts and tax rebates to housing, jobs, and where AI could unlock the next wave of profitability, this conversation offers timely insights. Recorded: Dec. 15, 20258668255.1 Exp 12/27To learn more about C&A Financial Group, schedule a meeting or to consider a...
2025-12-1721 minDiscovering Responsible WealthQuarterly Market Update with BlackRockWith the first quarter of the year behind us, Frank Congilose, Managing Partner at C&A Financial Group, and Mike Trudel, Managing Director at BlackRock, reflect on recent market volatility and share insights to help investors stay confident and focused as they plan for the rest of the year.Recorded: April 16, 2025C&A Financial Group is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: C&A Financial Group: 2111 Route 34, Suite 100, W...
2025-04-1721 minDiscovering Responsible WealthMarket Update with BlackRockFrank Congilose, CEO and Managing Partner of C&A Financial Group hosts Mike Trudel, Managing Director of BlackRock where they share valuable perspectives on year end performance, current market trends, economic stability, and the outlook for 2025. 2025-7577735.1 Exp 1/27To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2025-01-3123 minDiscovering Responsible WealthNavigating Open Enrollment: Choosing Benefits That Work For YouOpen enrollment is your opportunity to create a benefits package that truly fits your needs - but it's easy to overlook key details. On this webinar, C&A Financial CEO, Frank Congilose and C&A Financial Director, John Suckey discuss common mistakes to avoid, offer guidance on making the right selections to ensure you're fully prepared to maximize your benefits. Some of the topics discussed include:PreparationHealth, Dental, and Vision InsuranceFlexible Spending Accounts (FSA) or Health Savings Accounts (HSA)Life and Disability InsuranceRetirement PlansPost Enrollment Tips2024-7402506.1 Exp 12/26To learn more a...
2024-12-0744 minDiscovering Responsible WealthLast Check: Retirement MattersOn this podcast episode, Frank Congilose stresses the importance of early retirement planning to maintain desired lifestyle post-retirement. Starting early allows for better preparation and potentially more options in the future. He emphasizes the importance of considering various life factors that contribute to overall well-being and financial security. He speaks to distribution planning in retirement and recognizing so many factors that play a part in what matters in life- health, money, lifestyle, relationships, home, and retirement.2024-7257287.1 Exp 11/26To learn more about C&A Financial Group, schedule a meeting or to consider a ca...
2024-11-1146 minDiscovering Responsible WealthMarket Update with BlackRockWith the election just weeks away and so much news surrounding both political and financial developments, it's natural for people to feel a mix of uncertainty and curiosity. On this podcast, Frank Congilose of C&A Financial Group hosts Mike Trudel of BlackRock will add valuable perspectives on market trends, economic stability, and the overall impact the election could have on the markets. Topics discussed on this podcast include: market overview, inflation, the job market, recession, bond market, and interest rates. 2024-7209103.1 Exp 10/26To learn more about C&A Financial Group, schedule a meeting or t...
2024-10-2321 minDiscovering Responsible WealthTop Strategies to Safeguard Your IncomeFor Disability Insurance Awareness Month, C&A Financial CEO and Managing Director, Frank Congilose, and C&A Financial Group Senior Vice President - Disability Insurance Specialist Rich Pasick discuss the most effective strategies for safeguarding your greatest asset, your income, against unexpected financial challenges, such as an illness or injury that prevents you from working.2024-174345 Exp 05/26To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2024-10-0824 minDiscovering Responsible WealthProtecting What Matters: An Abundance MindsetBe the Beneficiary of Your Life's Work. CEO and Managing Partner of C&A Financial Group, Frank Congilose, hosts guest speaker and partner, David Suckey, as they dive deep into the key differences between a scarcity mindset and an abundance mindset.2024-7080937.1 Exp 10/26To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2024-10-0839 minDiscovering Responsible WealthSocial Security: The Choice of a LifetimeOn 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 strategies and how to optimize your social security income; how to access the Social Security Assessment designed to help guide you to make an informed decision about your cash flow in retirement, and learn about survivor benefits. Disclosures:The following show is for informational purposes only. Individual situations may vary and the i...
2024-09-0952 minDiscovering Responsible WealthFundamentals of Estate PlanningOn 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 your estate plan or looking to refresh your existing strategy, this session will help put you on a path towards providing peace of mind for your loved ones. The topics discussed on this podcast include: Introduction to estate planning, wills and trusts, estate tax basics, powers of attorney, medical directives and living wills. Disclosures:Guardian, i...
2024-09-0940 minDiscovering Responsible WealthMaster the Art of Saving: Your Key to a Secure RetirementOn 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.Disclosures:The following show is for informational purposes only. Individual situations may vary and the information should be relied upon only when coordinated with individual professional advice.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your...
2024-09-0948 minDiscovering Responsible WealthMarch 2024 Coaching Call: Market Update with Mike Trudel of BlackRockFrank 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 around interest rates, inflation, recession and the current market.To learn more about C&A Financial Group or to consider a fulfilling career with us, visit us online at www.ca-strategy.com for more information.2024-170389 Exp 03/26To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit...
2024-03-0420 minDiscovering Responsible WealthAugust 2023 Coaching Call: Market Update with Mike Trudel of BlackRockFrank 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 around interest rates, inflation, recession and the current market. 2023-160482To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2023-08-2822 minDiscovering Responsible WealthMay 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, groceries, and other necessities. On this podcast, Katelyn Congilose shares her personal story of an unexpected emergency that left her grateful for having planned for the unexpected. 2023-156558.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us onli...
2023-06-0618 minDiscovering Responsible WealthMay 2023 Coaching Call: Perspectives Around the U.S. Debt CeilingOn 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. 2023-156357To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2023-05-3010 minDiscovering Responsible WealthPodcast 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 04/25To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2023-04-1318 minDiscovering Responsible WealthPodcast 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. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2023-03-2317 minDiscovering Responsible WealthMarch 2023: Perspectives on Finance and Economics with Mike Trudel of BlackRockFrank 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.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2023-03-1322 minDiscovering Responsible WealthPodcast Replay: Introducing FloFrank Congilose and Dave Mozeika, creator of FLO, discuss the structure and strategy of FLO, how it differs from other savings platforms and how it can help individuals achieve financial freedom. https://www.livingflo.com/2023-150154
2023-02-1014 minDiscovering Responsible WealthOctober 2022 Market Update Coaching CallOn 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.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2022-10-0524 minDiscovering Responsible WealthAugust 2022 Coaching Call with Mike Trudel of BlackRockThis 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, inflation and recession.Michael Trudel, CFA, JD, Managing Director, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group. He is a global strategist, primarily responsible for macro strategy and portfolio analysis.2022 141341To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, v...
2022-07-2227 minDiscovering Responsible WealthJuly 2022 Coaching Call: Market Update and InflationThis month Frank Congilose and Bob Farrell, Investment Manager at Tomoro Financial, have a conversation about current inflation and how it is affecting the markets.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2022-07-1420 minDiscovering Responsible WealthMay 2022 Coaching Call: Disability Income Awareness MonthMay 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. The insights shared on this podcast include valuable information on how disability works, how to know if your group insurance is sufficient and key factors to look for when researching disability plans. www.DisabilityCanHappen.Org2022-137507To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com...
2022-04-2919 minDiscovering Responsible WealthMarch 2022 Market UpdateBob Farrell, Investment Manager at Tomoro Financial, returns this month to join Frank Congilose and discuss the volatility happening in the market.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2022-03-0917 minDiscovering Responsible WealthFebruary 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 Frank and Russ discuss the current state of the market, what has happened in the past two years during the pandemic, and some insight into the direction of the market going forward.2022 -132935.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com fo...
2022-01-2823 minDiscovering Responsible WealthDecember 2021 Coaching Call: 2021 RetrospectiveIn 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.2021-131200To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2021-12-1516 minDiscovering Responsible WealthJuly 2021 Coaching Call: AnnuitiesFor 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 they can be used in distribution planning.2021-123718To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2021-07-0716 minDiscovering Responsible WealthMay 2021 Coaching Call: Disability Awareness MonthMay 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.Org2021-120987To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2021-05-0713 minDiscovering Responsible WealthMay 2021 Market UpdateFrank Congilose, C&A Financial Group, and Bob Farrell, Tomoro Financial, sit down to discuss the current state of the market.2021-120504To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2021-04-2815 minDiscovering Responsible WealthDecember 2020 Coaching Call: 2020 RetrospectiveThis 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.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2020-12-2222 minDiscovering Responsible WealthNovember 2020 Market UpdateFrank 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. 2020-111827To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2020-11-0720 minDiscovering Responsible WealthSeptember 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 adjust to the new normal?2020-106080To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2020-09-2222 minDiscovering Responsible WealthJuly 2020 Coaching Call/Summer Market UpdateThis month Frank Congilose and Robert Farrell, Investment Manager at Tomoro Financial, discuss the current state of the markets, a future outlook, and what has happened over the past few months since our last market update.2020-105697To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2020-07-2723 minDiscovering Responsible WealthMarch 2020 Coaching Call / Market UpdateOn this episode Frank Congilose and Robert Farrell, Investment Manager at Tomoro Financial, sit down to provide some insight on the current state of the market and the volatility we are seeing.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2020-02-2615 minDiscovering Responsible WealthDecember 2019 Coaching Call Avoiding the Holiday Financial HangoverAs 2019 comes to a close Frank Congilose and David Suckey of C&A Financial Group sit down to discuss some year end planning and how to avoid the financial stress that the holidays can bring.2019-90460To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2019-12-1018 minDiscovering Responsible WealthAugust 2019 Coaching Call: Introducing FloFlo is a brand new platform that assists in helping individuals achieve financial freedom. This month the creator of Flo, David Mozeika, joins Frank Congilose to discuss the structure and strategy of Flo and how it differs from other platforms.https://www.livingflo.com/2019-84207To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2019-08-1414 minDiscovering Responsible WealthMay 2019 Coaching Call/Disability Awareness MonthRichard Pasick joins Frank Congilose this month to discuss Disability Awareness. They give some insight, information, and strategies for protection when it comes to planning for an unexpected disability.www.DisabilityCanHappen.OrgTo learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2019-05-2818 minDiscovering Responsible WealthMarch 2019 Coaching Call: Asset Protection MonthMarch is asset protection month. Frank Congilose and David Suckey of C&A Financial Group discuss several different topics pertaining to asset protection including; personal property, business, and cash flow.2019-76094To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2019-03-1114 minDiscovering Responsible WealthDecember 2018 Coaching Call: Market VolatilityHappy Holidays! Scott Powell, Executive VP of OBS Financial Services, joins Frank this month to talk more about the current market volatility and hopefully give you a peace of mind going into 2019.2018-71719
2018-12-2426 minDiscovering Responsible WealthNovember 2018 Coaching Call: Market Volatility and Behavioral FinanceThis month John Henry, President of OBS Financial Services, joins Frank Congilose to discuss the current market volatility, its technical aspects, and behavioral finance.2018-69439To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2018-11-0218 minDiscovering Responsible WealthOctober 2018 Coaching Call: Estate Planning MonthIt's Estate Planning Month and Frank Congilose and Michael Canarick, JD, LLM discuss how to protect your life's work from unfriendly creditors. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2018-10-0314 minDiscovering Responsible WealthSeptember 2018 Coaching Call: Life Insurance Awareness MonthThis month Frank Congilose and David Suckey have a discussion about life insurance, its benefits, and the different types of insurance available.
2018-66204 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2018-09-1217 minDiscovering Responsible WealthMay 2018 Coaching Call - College Planning part 2This is the second part of our short series on college planning. On this episode Frank and Emily discuss post college finances and dealing with student loans.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2018-05-0310 minDiscovering Responsible WealthApril 2018 Coaching Call - College Planning part 1This month Emily Zeigler, C&A Financial Group, joins Frank Congilose in the studio to talk about planning for college. This first episode of a two part series focuses on the cost of college and some options that are available to help alleviate a portion of the cost.
2018-58621To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2018-04-2315 minDiscovering Responsible WealthFebruary 2018 Coaching Call: Market VolatilityThis month John Henry, President of OBS Financial, joins Frank Congilose to discuss the current volatility in the market.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2018-02-0612 minDiscovering Responsible WealthDecember 2017 Coaching CallHappy Holidays! Institute of Responsible Wealth coaches, Frank Congilose and David Suckey, discuss some year end planning strategies as well as some strategies for the beginning of the new year in what is our last coaching call of 2017.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2017-12-1519 minDiscovering Responsible WealthNovember 2017 Coaching CallThis month Frank Congilose discusses probate and non probate assets and how they are incorporated into current estate planning with Michael Canarick, JD, LLM, of Canarick and Canarick Attorneys at Law.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2017-11-0115 minDiscovering Responsible WealthSeptember 2017 Coaching Call: Life Insurance Awareness MonthSeptember is Life Insurance Awareness Month and on this episode Frank Congilose and David Suckey sit down to discuss some details and facts about life insurance.
To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2017-09-2220 minDiscovering Responsible WealthJune 2017 Coaching CallThis month Steve Rubin, TAM Lending, Inc., joins Frank to discuss reverse mortgages.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2017-06-2132 minDiscovering Responsible WealthMay 2017 Coaching CallIn our May episode Frank Congilose and David Suckey discuss planning for tomorrow. They explain the three "R"s which are the rates of saving, return, and distribution. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2017-05-0917 minDiscovering Responsible WealthApril 2017 Coaching CallJohn Henry from OBS is back this month to talk with Frank about market fluctuations and corrections. They also talk about having a process and philosophy, why are you invested and what time periods are you invested for?
To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2017-04-0113 minDiscovering Responsible WealthMarch 2017 Coaching CallThis month Frank and Dave talk about planned obsolescence, wealth eroding factors in life that can impact our finances. They discuss some strategies to make sure our assets, income, and legacy are protected. 2019-76070To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2017-03-2014 minDiscovering Responsible WealthDecember 2016 Coaching CallThis is the year end coaching call for 2016. Frank Congilose and David Suckey from the Institute of Responsible Wealth discuss some year end planning strategies as well as some strategies for the beginning of the new year.To learn more about C&A Financial Group or to consider a fulfilling career with us, visit us online at www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2016-12-0617 minDiscovering Responsible WealthSeptember 2016 Coaching CallSeptember is life insurance awareness month. This month David Suckey, C&A Financial Group joins Frank Congilose to discuss the purpose, amount, and types of life insurance.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2016-09-2218 minDiscovering Responsible WealthAugust 2016 Coaching CallJason Lamb, Shore Point Advisors and C&A Financial Group, joins Frank Congilose this month to discuss some concerns about past performance investing.
S&P 500 Index is a market index generally considered representative of the stock market as a whole. The index focuses on the large-cap segment of the U.S. equities market. Indices are unmanaged and one cannot invest directly in an index. Past performance is not a guarantee of future results. 2018-66889 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information.
2016-08-2913 minDiscovering Responsible WealthJuly 2016 Coaching CallMichael Canarick returns this month joining Frank to talk about estate planning with trusts and wills.
2018-61476 Exp. 6/20To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2016-07-1512 minDiscovering Responsible WealthJune 2016 Coaching Call: Estate TaxOn this episode Michael Canarick, JD, LLM, joins Frank to discuss estate taxes.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2016-06-2816 minDiscovering Responsible WealthApril 2016 Coaching Call: Cash FlowOn this episode Frank Congilose and David Suckey of C&A Financial Group discuss the topic of cash flow
2018-66887 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2016-04-3019 minDiscovering Responsible WealthFebruary 2016 Coaching CallThis month Weston Wellington, Vice President of Dimensional Fund Advisors, joins Frank Congilose to talk about accumulating and building wealth using a science based equilibrium strategy.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2016-02-2517 minDiscovering Responsible WealthFebruary 2016 Coaching CallThis month Weston Wellington, Vice President of Dimensional Fund Advisors, joins Frank Congilose to talk about accumulating and building wealth using a science based equilibrium strategy.
2016-02-2517 minDiscovering Responsible WealthJanuary 2016 Coaching CallThis month Frank Congilose talks to John Henry, President of OBS Financial Services, to reflect on the 2015 market and discuss the current state of the market.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2016-01-2114 minDiscovering Responsible WealthDecember 2015 Coaching CallThis is the year end coaching call for 2015. Frank Congilose and David Suckey from the Institute of Responsible Wealth discuss some year end planning strategies.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2015-12-1514 minDiscovering Responsible WealthJune 2015 Coaching Call: Richard PasickThis month Richard Pasick, advisor at C&A Financial Group, joins Frank to discuss the topic of Social Security. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2015-06-0311 minDiscovering Responsible WealthMay 2015 Coaching CallThis month on our coaching call we have Michael Canarick, attorney at law, Canarick and Canarick. Frank and Mike discuss estate planning with different family dynamics and scenarios.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2015-05-1214 minDiscovering Responsible WealthMarch 2015: Wealth ProtectionMichael Canarick, Attorney at Law, Canarick and Canarick, joins Frank this month to discuss the key documents that people should be putting in place to help protect their finances.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2015-03-2413 minDiscovering Responsible WealthFeb. 2015 Coaching Call: Asset ClassJohn Henry, President and CEO of OBS Financial Services joins Frank on this month's episode to discuss asset class returns.
OBS Financial Services, DFA, and John Henry are not affiliated with PAS, Guardian, IRW, or C&A Financial Group. All investments contain risk and may lose value. Asset allocation and diversification does not guarantee profit or protect against market loss. 2015-1281 Exp 1/17To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2015-02-0216 minDiscovering Responsible WealthJan. 2015 Coaching Call: Goal SettingThis is our first monthly coach call! This month Frank Congilose and Jim Schepis discuss goals, the significance they can have, and some keys to properly setting your goals for the new year and the future. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2015-01-0517 minDiscovering Responsible WealthEp. 108 Personal PerspectiveJacqueline Weiland, Solutions Provided, is back in the studio this week. She along with Frank discuss personal perspective
personal growth, leaving your comfort zone, living on purpose and creating valueTo learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-11-2217 minDiscovering Responsible WealthEp. 101 The Financial PlanOctober is financial planning month. This week Sam Soprano is in studio to discuss with Frank why we need a financial plan, whats its purpose is, what it is comprised of, and how to develop a plan.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-10-0417 minDiscovering Responsible WealthEp 100 Permission SlipOur 100th episode. This week is the final week of life insurance awareness month. Frank and Dave talk about the permission slip this week, how owning life insurance allows some freedoms and flexibility in life.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-09-2716 minDiscovering Responsible WealthEp. 99 Types of InsuranceThis week Frank and Dave dive into the topic of the different types of life insurance available.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-09-2017 minDiscovering Responsible WealthEp. 98 Amount of CoverageAs life insurance awareness month continues Frank and David Suckey discuss the topic of what is the right amount of life insurance coverage and its uses.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-09-1317 minDiscovering Responsible WealthEp. 97 Human Life ValueSeptember is Life Insurance Awareness Month. Frank and David have a discussion this wee on the purpose and uses of life insurance and how it relates to human life value.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-09-0617 minDiscovering Responsible WealthEp. 95 Legacy PlanningThis week attorney Bob Munoz is in studio. Frank and Bob have a discussion on memorializing and documenting your legacy. Bob discusses some of the important documents that are needed such as trusts and wills.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-08-2317 minDiscovering Responsible WealthEp 94 What will be your legacy?We continue this week with legacy month. Frank and David Suckey discuss '"what will be your legacy?'" They dive into some topics that include financial balance and income stream during retirement years.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-08-1616 minDiscovering Responsible WealthEp. 93 Living on PurposeThis week Jaquelyn Weiland of Solutions Provided is back in studio. She and Frank discuss how to get direction, writing down goals and creating a plan. Making choices and decisions to uncomplicated and unclutter your life. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-08-0916 minDiscovering Responsible WealthEp. 89 FreedomThis week Frank and Dave discuss freedom, and giving thanks. They also go into having a mindset of prosperity instead of scarcity and how that impacts your life on a daily basis.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-07-0516 minDiscovering Responsible WealthEp. 87 Auto Insurance and Identity TheftRichard Hauswirth returns this week. He and Frank go deeper into the topics on automobile insurance. Some of these topics include youthful/ inexperienced operators, car insurance policies.,distracted driving., and rental care insurance. They also discuss identity theft.
To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-06-2817 minDiscovering Responsible WealthEp. 86 Protecting your PropertyRichard Hauswirth of World Insurance joins Frank in studio this week. Together they discuss different types of insurance such as property and casualty, flood, car, excess liability and a few others that help protect your property in the case of an unforeseen event.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-06-2116 minDiscovering Responsible WealthEp. 85 Life Insurance part 2In part 2 of Frank and Rob's discussion on life insurance they focus on the areas of the different types of insurance and how much insurance is enough for an individual.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-06-1417 minDiscovering Responsible WealthEp. 85 Life Insurance part 1This week Frank and guest Robert Pendergist discuss life insurance. Topics include issues within the industry, the different products that are available and understanding an illustration. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-06-0717 minDiscovering Responsible WealthEp 83 Courage and LeadershipJaquelyn Wieland of Solutions Provided is in studio with Frank this week. They talk about courage and leadership.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-05-2417 minDiscovering Responsible WealthEp. 82 Disability ProtectionRichard Pasick and Frank Congilose discuss work disability this week. They include statistics and facts about those who become disabled and are not able to work and what you can do to protect your finances in case of such an event.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-05-1717 minDiscovering Responsible WealthEp 81 Estate Planning for Older AmericansThis show Frank has tax attorney Michael Canarick on and they discuss estate planning for older Americans. Some topics include estate tax planning, protecting your estate, and important legal documents that should be in place and up to date.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-05-1016 minDiscovering Responsible WealthEp. 80 Financial Organization for Older Americans Patrick Kenny join Frank this week this week to focus on the topic of financial organization for seniors/ older Americans.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-05-0316 minDiscovering Responsible WealthEp 78 Stewardship - Holy WeekPeter Grandich joins Frank for the 3rd week in financial literacy month. This show's main focus during holy week is stewardship. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-04-1916 minDiscovering Responsible WealthEp. 77 Creating ValueWeek 2 of Financial Literacy Month. Frank and David discuss creating value. The value in the investments we make and how it relates to money and also investment in ourselves.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-04-1217 minDiscovering Responsible WealthEp. 76 Financial Literacy MonthThis week is the introduction to Financial Literacy Month. Also this week Jim Schepis joins Frank and David to discuss and give insight into Autism awareness month.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-04-0517 minDiscovering Responsible WealthEp. 75 Set Your GoalsOn the show this week Frank and Dave spend time talking about setting goals. Identifying purpose, short term and long term goals. Reflecting on the first quarter of 2014 when it comes to your goals, and planning for the 2nd quarter of 2014. Identifying purpose, short term and long term goalsTo learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-03-2917 minDiscovering Responsible WealthEp. 74 Truths about InvestingThis week Frank discusses some of the truths about investing, rules of thumb, diversification and how a portfolio is put together among other investment topics.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-03-2217 minDiscovering Responsible WealthEp. 73 How the wealthy became wealthy.This week Frank and Dave discuss some of the opportunities and circumstances in which wealthy people became wealth. From self investment, education, entrepreneurship, and the truth about investing their money.To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
2014-03-1517 min