Discovering Responsible Wealth

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

More information

Listen

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

June 2016 Coaching Call: Estate Tax

28/06/2016 Duration: 16min

On this episode Michael Canarick, JD, LLM, joins Frank to discuss estate taxes.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

Listen
April 2016 Coaching Call: Cash Flow

30/04/2016 Duration: 19min

On 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 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

Listen
February 2016 Coaching Call

25/02/2016 Duration: 17min

This 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 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

Listen
January 2016 Coaching Call

21/01/2016 Duration: 14min

This 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 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

Listen
December 2015 Coaching Call

15/12/2015 Duration: 14min

This 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 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

Listen
November 2015 Coaching Call: Tax Loss Harvesting

11/11/2015 Duration: 14min

This month Frank invited Jake Rue, C&A Financial Group, into the studio to discuss tax loss harvesting 2015-13302 Exp 11/17To 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

Listen
September 2015 Coaching Call

18/09/2015 Duration: 13min

This month David Mozeika, Managing Partner and Founder of Tomoro, joins Frank to discuss the topic 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

Listen
August 2015 Coaching Call

31/08/2015 Duration: 14min

This month John Henry, President and CEO of OBS Financial Services, joins us to discuss the current state of 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

Listen
July 2015 Coaching Call

06/07/2015 Duration: 15min

Jaquelyn Weiland of Solutions Provided is in studio to talk about having the right mindset when it comes to building and enjoying wealth.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

Listen
June 2015 Coaching Call: Richard Pasick

03/06/2015 Duration: 11min

This 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 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

Listen
May 2015 Coaching Call

12/05/2015 Duration: 14min

This 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 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

Listen
April 2015 Coaching Call: Alex Ash of Matson Money

15/04/2015 Duration: 17min

Alex Ash, director of coaching with Matson Money, joins us this month to discuss some basic information on investing. Disclaimer: All investing involves risks and costs. Your adviser can provide you with more information about the risks and costs associated with specific programs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.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

Listen
March 2015: Wealth Protection

24/03/2015 Duration: 13min

Michael 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 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

Listen
Feb. 2015 Coaching Call: Asset Class

02/02/2015 Duration: 16min

John 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 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

Listen
Jan. 2015 Coaching Call: Goal Setting

05/01/2015 Duration: 17min

This 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 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

Listen
Ep. 108 Personal Perspective

22/11/2014 Duration: 17min

Jacqueline 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 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

Listen
Ep 107 The Cost of College

15/11/2014 Duration: 17min

Sam Soprano joins us in studio this week to talk about the cost of a college education. We touch upon topics such as; Education costs. Student loan debt. Financing college cost. Go to school on purpose, utilizing community colleges, transferring into other schools. Perception of private and public/state colleges and costs. Academic scholarships, grants, Financial aid. Trade industry education. 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

Listen
Ep. 106 Rate of Distribution

08/11/2014 Duration: 16min

This week we talk about rate of distribution and managing how assets are distributed. . Living off interest, principal and interest, and annuitization. Social security benefits. 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

Listen
Ep. 105 The Purpose of Money

01/11/2014 Duration: 17min

This week we talk about the purpose of money in our lives, changing the flow of your money to achieve financial balance.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

Listen
Ep. 104 Rate of Saving

25/10/2014 Duration: 17min

The topic this week is "rate of saving" and it includes talk about managing cash flow, establishing a spending plan, a plan of savings, managing credit card debt.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

Listen