Discovering Responsible Wealth

Author: Vários
Narrator: Vários
Publisher: Podcast
Duration: 49:49:50

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Synopsis

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.Franks 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 lifes 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 cant afford to waste time, and you cant 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

Podcast Replay: Financial Literacy Month (April 2019 Coaching Call)

13/04/2023 Duration: 18min

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 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

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Podcast Replay: What Will Be Your Legacy?

23/03/2023 Duration: 17min

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 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

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March 2023: Perspectives on Finance and Economics with Mike Trudel of BlackRock

13/03/2023 Duration: 22min

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.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

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Podcast: Becoming A Great Saver Replay

19/01/2023 Duration: 10min

On 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

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October 2022 Market Update Coaching Call

05/10/2022 Duration: 24min

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.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

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Financial Wellness: Why it Should be Made a Priority in the Workplace

01/08/2022 Duration: 17min

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. 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

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August 2022 Coaching Call with Mike Trudel of BlackRock

22/07/2022 Duration: 27min

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, 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 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

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July 2022 Coaching Call: Market Update and Inflation

14/07/2022 Duration: 20min

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.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

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May 2022 Coaching Call: Disability Income Awareness Month

29/04/2022 Duration: 19min

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. 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 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

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March 2022 Market Update

09/03/2022 Duration: 17min

Bob 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

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February 2022 Coaching Call: Interview with Russ Koesterich, BlackRock.

28/01/2022 Duration: 23min

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 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

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December 2021 Coaching Call: 2021 Retrospective

15/12/2021 Duration: 16min

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.2021-131200To 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

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July 2021 Coaching Call: Annuities

07/07/2021 Duration: 16min

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 they can be used in distribution planning.2021-123718To 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

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May 2021 Coaching Call: Disability Awareness Month

07/05/2021 Duration: 13min

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.Org2021-120987To 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

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May 2021 Market Update

28/04/2021 Duration: 15min

Frank 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 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

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December 2020 Coaching Call: 2020 Retrospective

22/12/2020 Duration: 22min

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.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

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November 2020 Market Update

06/11/2020 Duration: 20min

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. 2020-111827To 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

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September 2020 Coaching Call: Adjusting to the "New Normal"

22/09/2020 Duration: 22min

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 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

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July 2020 Coaching Call/Summer Market Update

27/07/2020 Duration: 23min

This 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 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

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March 2020 Coaching Call / Market Update

26/02/2020 Duration: 15min

On 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

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