Discovering Responsible Wealth
171 episodes - English - Latest episode: about 2 months ago - ★★★★★ - 1 ratingDiscovering 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.
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Episodes
March 2024 Coaching Call: Market Update with Mike Trudel of BlackRock
March 04, 2024 03:00 - 20 minutes - 14.1 MBFrank 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 03/26 To learn more about C&...
August 2023 Coaching Call: Market Update with Mike Trudel of BlackRock
August 28, 2023 15:00 - 22 minutes - 15.7 MBFrank 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. 2023-160482 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, Li...
May 2023 Coaching Call: Disability: Are You Financially Prepared?
June 06, 2023 19:00 - 18 minutes - 12.5 MBWithout 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 or to consider a fu...
May 2023 Coaching Call: Perspectives Around the U.S. Debt Ceiling
May 30, 2023 14:00 - 10 minutes - 6.98 MBOn 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 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
Podcast Replay: Financial Literacy Month (April 2019 Coaching Call)
April 13, 2023 14:00 - 18 minutes - 8.48 MBFrank 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 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
Podcast Replay: What Will Be Your Legacy?
March 23, 2023 14:00 - 17 minutes - 12.3 MBFrank 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 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
March 2023: Perspectives on Finance and Economics with Mike Trudel of BlackRock
March 13, 2023 21:00 - 22 minutes - 15.3 MBFrank 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 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
Podcast Replay: Introducing Flo
February 10, 2023 00:00 - 14 minutes - 9.95 MBFrank 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 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.
Podcast: Becoming A Great Saver Replay
January 19, 2023 17:00 - 10 minutes - 6.97 MBOn this #TBT podcast, Frank discusses the best way to develop a process around savings and why it is important to start early. 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
October 2022 Market Update Coaching Call
October 05, 2022 19:00 - 24 minutes - 16.9 MBOn 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 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
Financial Wellness: Why it Should be Made a Priority in the Workplace
August 01, 2022 17:00 - 17 minutes - 11.8 MBSam 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. 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
August 2022 Coaching Call with Mike Trudel of BlackRock
July 22, 2022 14:00 - 27 minutes - 19 MBThis 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 14134...
July 2022 Coaching Call: Market Update and Inflation
July 14, 2022 13:00 - 20 minutes - 14.2 MBThis 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 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
May 2022 Coaching Call: Disability Income Awareness Month
April 29, 2022 14:00 - 19 minutes - 13.5 MBMay 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.Org 2022-137507 To learn more about C...
March 2022 Market Update
March 09, 2022 15:00 - 17 minutes - 12.4 MBBob 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 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
February 2022 Coaching Call: Interview with Russ Koesterich, BlackRock.
January 28, 2022 19:00 - 23 minutes - 16.4 MBThis 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 or to consider a fulfilling ...
December 2021 Coaching Call: 2021 Retrospective
December 15, 2021 21:00 - 16 minutes - 11.3 MBIn 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 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
July 2021 Coaching Call: Annuities
July 07, 2021 19:00 - 16 minutes - 11.7 MBFor 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. 2021-123718
July 2021 Coaching Call: Annuities
July 07, 2021 19:00 - 16 minutes - 11.7 MBFor 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. 2021-123718 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
May 2021 Coaching Call: Disability Awareness Month
May 07, 2021 15:00 - 13 minutes - 9.57 MBMay 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.Org 2021-120987 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
May 2021 Market Update
April 28, 2021 20:00 - 15 minutes - 10.8 MBFrank Congilose, C&A Financial Group, and Bob Farrell, Tomoro Financial, sit down to discuss the current state of the market. 2021-120504 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
December 2020 Coaching Call: 2020 Retrospective
December 22, 2020 18:00 - 22 minutes - 15.3 MBThis 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 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
November 2020 Market Update
November 06, 2020 23:00 - 20 minutes - 13.8 MBFrank 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 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
September 2020 Coaching Call: Adjusting to the "New Normal"
September 22, 2020 18:00 - 22 minutes - 15.4 MBWhat 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? 2020-106080 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
July 2020 Coaching Call/Summer Market Update
July 27, 2020 13:00 - 23 minutes - 16.4 MBThis 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. 2020-105697 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
March 2020 Coaching Call / Market Update
February 26, 2020 21:00 - 15 minutes - 10.7 MBOn 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 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
December 2019 Coaching Call Avoiding the Holiday Financial Hangover
December 10, 2019 15:00 - 18 minutes - 13 MBAs 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. 2019-90460 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
August 2019 Coaching Call: Introducing Flo
August 14, 2019 13:00 - 14 minutes - 9.83 MBFlo 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/ 2019-84207 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
May 2019 Coaching Call/Disability Awareness Month
May 28, 2019 20:00 - 18 minutes - 8.7 MBRichard 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.Org 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
April 2019 Coaching Call: Financial Literacy Month
April 09, 2019 18:00 - 18 minutes - 8.5 MBFrank 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.
March 2019 Coaching Call: Asset Protection Month
March 11, 2019 04:00 - 14 minutes - 6.87 MBMarch 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. 2019-76094 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
December 2018 Coaching Call: Market Volatility
December 24, 2018 15:00 - 26 minutes - 12.4 MBHappy 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
November 2018 Coaching Call: Market Volatility and Behavioral Finance
November 02, 2018 04:00 - 18 minutes - 8.53 MBThis month John Henry, President of OBS Financial Services, joins Frank Congilose to discuss the current market volatility, its technical aspects, and behavioral finance. 2018-69439 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
October 2018 Coaching Call: Estate Planning Month
October 03, 2018 04:00 - 14 minutes - 6.94 MBIt'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 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
September 2018 Coaching Call: Life Insurance Awareness Month
September 12, 2018 04:00 - 17 minutes - 8.23 MBThis 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 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
May 2018 Coaching Call - College Planning part 2
May 03, 2018 04:00 - 10 minutes - 5.14 MBThis 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 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
April 2018 Coaching Call - College Planning part 1
April 23, 2018 04:00 - 15 minutes - 7.21 MBThis 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. 2018-58621 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
February 2018 Coaching Call: Market Volatility
February 06, 2018 05:00 - 12 minutes - 5.9 MBThis month John Henry, President of OBS Financial, joins Frank Congilose to discuss the current volatility in the market.
February 2018 Coaching Call: Market Volatility
February 06, 2018 05:00 - 12 minutes - 5.9 MBThis 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 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
December 2017 Coaching Call
December 15, 2017 05:00 - 19 minutes - 9.23 MBHappy 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 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
November 2017 Coaching Call
November 01, 2017 04:00 - 15 minutes - 6.96 MBThis 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 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
September 2017 Coaching Call: Life Insurance Awareness Month
September 22, 2017 04:00 - 20 minutes - 9.45 MBSeptember 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 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
June 2017 Coaching Call
June 21, 2017 04:00 - 32 minutes - 15 MBThis month Steve Rubin, TAM Lending, Inc., joins Frank to discuss reverse mortgages. 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
May 2017 Coaching Call
May 09, 2017 04:00 - 17 minutes - 8.2 MBIn 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 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
April 2017 Coaching Call
April 01, 2017 04:00 - 13 minutes - 6.36 MBJohn 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 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
March 2017 Coaching Call
March 20, 2017 04:00 - 14 minutes - 6.8 MBThis 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. 2019-76070 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
December 2016 Coaching Call
December 06, 2016 05:00 - 17 minutes - 8.23 MBThis 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
September 2016 Coaching Call
September 22, 2016 04:00 - 18 minutes - 8.44 MBSeptember 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 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
August 2016 Coaching Call
August 29, 2016 04:00 - 13 minutes - 6.37 MBJason 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 ...
July 2016 Coaching Call
July 15, 2016 04:00 - 12 minutes - 5.69 MBMichael Canarick returns this month joining Frank to talk about estate planning with trusts and wills. 2018-61476 Exp. 6/20 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