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

Ep 81 Estate Planning for Older Americans

10/05/2014 Duration: 16min

This 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 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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Ep. 80 Financial Organization for Older Americans

03/05/2014 Duration: 16min

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 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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Ep. 79 Children and teaching them about money.

26/04/2014 Duration: 16min

This week our show's topics to wrap up financial literacy month include teaching children about money, spending, and the importance of credit.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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Ep 78 Stewardship - Holy Week

19/04/2014 Duration: 16min

Peter 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 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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Ep. 77 Creating Value

12/04/2014 Duration: 17min

Week 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 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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Ep. 76 Financial Literacy Month

05/04/2014 Duration: 17min

This 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 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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Ep. 75 Set Your Goals

29/03/2014 Duration: 17min

On 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 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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Ep. 74 Truths about Investing

22/03/2014 Duration: 17min

This 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 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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Ep. 73 How the wealthy became wealthy.

15/03/2014 Duration: 17min

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 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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Ep. 72 Three Rs Q&A

08/03/2014 Duration: 17min

This week Frank and Dave answer some listener questions about rate of savings, 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

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Ep. 71 Rate of Distribution

01/03/2014 Duration: 17min

Frank and Dave discuss the final R in "the three Rs" this week, rate of distribution. Some of the areas touched upon are how money is distributed, providing income in retirement years, being a good steward, control of principal, and understanding products such as bonds and annuities.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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Ep. 70 Rate of Saving

22/02/2014 Duration: 17min

This week Frank and Dave discuss more on "the three Rs" focusing more of the rate of saving. They also discuss corporate bonds, equity, stocks, and real estate.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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Ep. 69 The Three Rs, Rate of Return

08/02/2014 Duration: 17min

This week Frank introduces what he refers to as "the three Rs"; Rate of Return, Rate of Saving, and Rate of Distribution. This show focuses on the Rate of Return.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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Ep. 68 Social Security part 2

01/02/2014 Duration: 16min

Richard Pasick joins Frank this week to go into more detail about Social Security benefits and retirement.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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Ep. 67 Social Security Benefits

25/01/2014 Duration: 17min

This week Frank talks about Social Security benefits and how they play into an individual's retirement plan.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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Ep. 66 Responsible Wealth Mindset

18/01/2014 Duration: 16min

What type of mindset do you have? Do you have a mindset of abundance or scarcity? In this week's show Frank and David discuss the responsible wealth mindset and how it can impact your life.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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Ep. 65 The Purpose of Money

11/01/2014 Duration: 17min

Frank and Dave sit down in this week's episode to discuss the purpose of money. Some topics discussed are cash flow, asset protection, and financial wellnessTo 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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Ep. 64 Wealth Building Blocks

04/01/2014 Duration: 17min

First episode of 2014. This week Frank kicks off the new year with investment specialist Scott Codacovi. Scott and Frank discuss what Frank refers to as the wealth building blocks.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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Ep. 63 Three G

28/12/2013 Duration: 17min

On the final episode of 2013 Frank discusses the three Gs with David Suckey. The three Gs refer to God, gratitude, and giving.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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Ep. 63 Planning for Tax Season

21/12/2013 Duration: 17min

Art Chianese, tax attorney and CPA is in studio this week. He and Frank discuss preparing for tax season, getting your end of the year tax planning done. Some other topics of discussion are medical expenses, flexible spending accounts, home owner's deductions and credits, and tax harvesting.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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