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
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Ep. 62 Economic Horizon
14/12/2013 Duration: 17minPeter Grandich joins Frank again this week to discuss what could be on the economic horizon. Some topics of this show include: Markets, jobs, Obamacare/health insurance, and international economies.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. 61 End of Year Planning
07/12/2013 Duration: 17minFrank and David discuss end of the year planning of your finances. Some of the details of this topic include: Flexible spending accounts, HSAs, health deductibles, budgeting, dental plan limits, investment account re-balancing, tax issues, 401k plan matching contributions.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. 60 Financial Organization
30/11/2013 Duration: 17minFrank Congilose and David Suckey discuss the topic of year end financial organization on this week's show. Some of the details of this topic include; End of year statements, getting organized, and decision making for the end of the year and 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
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Ep. 109 A Life of Balance
30/11/2013 Duration: 17minThis week Frank Congilose and David Suckey talk about living a life of balance. What is God's will in your life? How can we balance our life using 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. 59 Preparing for the Holiday Season
23/11/2013 Duration: 17minJaquelyn Weiland of Solutions Provided returns this week. She and Frank discuss preparing for the holiday season and making the right financial decisions to avoid the holiday hangover.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. 58 Wall Street Wiz Kid
16/11/2013 Duration: 16minPeter Grandich of Grandich Publications and Author of Confessions of a Wall Street Wiz Kid joins Frank this week. The duo this week discuss the market and some of the truths and myths of online trading.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. 57 Preparing for Life Events
09/11/2013 Duration: 17minHow to we prepare for unexpected life events? Frank and David discuss this question on the show this week. They talk about how to prepare legally and financially for different unexpected life events.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. 56 Why Do We Work?
02/11/2013 Duration: 17min"Why do we work?" Frank and David wrap up Financial Planning Month by answering the question "why do we work?" 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. 55 Affordable Health Care Act
26/10/2013 Duration: 17minThis week's guest is Erin Brachlow of Benefit Mall. Erin and Frank discuss the Affordable Health Care Act, aka Obamacare.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. 54 The Financial Planning Process part 2
19/10/2013 Duration: 17minFrank, David, and Peter continue their discussion this week on "the financial planning process". The group this week discuss opportunities and challenges when it comes to seeking financial planning advice. 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. 53 The Financial Planning Process
12/10/2013 Duration: 17minOctober is Financial Planning month. This week joining David and Frank is Peter Grandich of Trinity Sports and Financial Management, and author of Confessions of a Wall Street Wiz Kid. The group talks about "the Financial Planning Process" with a focus on challenges seen in the financial planning arena.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. 52 The Bucket Theory
05/10/2013 Duration: 17minDavid Suckey and Frank Congilose kick off financial planning month in this episode giving their experiences and knowledge of being financial planners. 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. 51 Stewardship - Self Development
28/09/2013 Duration: 17minPersonal development month continues as Frank dives deeper into stewardship and how it can help your self development.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. 50 Entrepreneurship Part 2
21/09/2013 Duration: 16minCarla Fallone returns this week to continue her discussion on entrepreneurship with a focus on the question of "is entrepreneurship for you?"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. 49 Entrepreneurship - Personal Development
14/09/2013 Duration: 17minGuest Carla Fallone shares her personal experience and knowledge as an entrepreneur this week in her discussion with Frank. Carla is the CEO of Fallone Business Resources as well as professor at The College of New Jersey.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. 48 Personal Development Month Kickoff
07/09/2013 Duration: 17minJaquelyn Wieland joins Frank again this week to introduce personal development 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 47 Legacy Month Wrap Up
31/08/2013 Duration: 17minFor the Labor Day weekend show Frank wraps up legacy month by answering questions submitted by our audience. 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. 46 Legacy Planning for Young Parents
24/08/2013 Duration: 17minLegacy month continues. Frank and David discuss legacy planning for your parents. Being a young parent himself, David gives his advice and insight on the subject.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. 45 Legacy Planning Part 2
17/08/2013 Duration: 17minFrank and David continue their discussion on Legacy Planning this week. In this episode they go over some of the strategies and products that are available to assist in legacy planning.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. 44 Legacy Planning Part 1
10/08/2013 Duration: 17minFrank and David discuss Legacy Planning this week with an industry expert on some of the strategies and products that are available to assist in legacy planning.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