Podcast appearances and mentions of frank congilose

With the first quarter of the year behind us, Frank Congilose, Managing Partner at C&A Financial Group, and Mike Trudel, Managing Director at BlackRock, reflect on recent market volatility and share insights to help investors stay confident and focused as they plan for the rest of the year.Recorded: April 16, 2025C&A Financial Group is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: C&A Financial Group: 2111 Route 34, Suite 100, Wall, NJ 07719, (732) 528-4800. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliated or subsidiaries of PAS. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. C&A Financial Group is not an affiliate or subsidiary of PAS or Guardian. Frank Congilose California License# 0M07287.Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. An opinion stated are their own. Diversification does not guarantee profit or protect against market loss. All investments contain risk and may lose value. Investing in the bond market is subject to certain risks including market, interest rate, issuer, credit, and inflation risk. Equities may decline in value due to both real and perceived general market economic and industry condition. Investing in foreign securities may involve heightened risk including currency fluctuation, less liquid trading markets, greater price volatility, political and economic instability, less publicly available information, and changes in tax or currency laws. Such risks may be enhanced in emergent markets. Past performance is not a guarantee of future results. Data and rates used are indicative of market conditions as of the date shown. Opinions, estimates, forecasts, and statements of financial market trends are based on the current market conditions and are subject to change without notice. References to specific securities, asset classes and financial markets are for illustrative purposes only and do not constitute a solicitation, offer or recommendation to purchase or sell securities. Past performance is not a guarantee of future results. 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. Industries are managed and cannot invest directly. 2025-7871162.1 Exp 04/27To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube

Frank Congilose, CEO and Managing Partner of C&A Financial Group hosts Mike Trudel, Managing Director of BlackRock where they share valuable perspectives on year end performance, current market trends, economic stability, and the outlook for 2025. 2025-7577735.1 Exp 1/27To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube

Open enrollment is your opportunity to create a benefits package that truly fits your needs - but it's easy to overlook key details. On this webinar, C&A Financial CEO, Frank Congilose and C&A Financial Director, John Suckey discuss common mistakes to avoid, offer guidance on making the right selections to ensure you're fully prepared to maximize your benefits. Some of the topics discussed include:PreparationHealth, Dental, and Vision InsuranceFlexible Spending Accounts (FSA) or Health Savings Accounts (HSA)Life and Disability InsuranceRetirement PlansPost Enrollment Tips2024-7402506.1 Exp 12/26To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube

On this podcast episode, Frank Congilose stresses the importance of early retirement planning to maintain desired lifestyle post-retirement. Starting early allows for better preparation and potentially more options in the future.  He emphasizes the importance of considering various life factors that contribute to overall well-being and financial security. He speaks to distribution planning in retirement and recognizing so many factors that play a part in what matters in life- health, money, lifestyle, relationships, home, and retirement.2024-7257287.1 Exp 11/26To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube

With the election just weeks away and so much news surrounding both political and financial developments, it's natural for people to feel a mix of uncertainty and curiosity. On this podcast, Frank Congilose of C&A Financial Group hosts Mike Trudel of BlackRock will add valuable perspectives on market trends, economic stability, and the overall impact the election could have on the markets. Topics discussed on this podcast include: market overview, inflation, the job market, recession, bond market, and interest rates. 2024-7209103.1 Exp 10/26To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube

Be the Beneficiary of Your Life's Work. CEO and Managing Partner of C&A Financial Group, Frank Congilose, hosts guest speaker and partner, David Suckey, as they dive deep into the key differences between a scarcity mindset and an abundance mindset.2024-7080937.1 Exp 10/26To 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

For Disability Insurance Awareness Month, C&A Financial CEO and Managing Director, Frank Congilose, and C&A Financial Group Senior Vice President - Disability Insurance Specialist Rich Pasick discuss the most effective strategies for safeguarding your greatest asset, your income, against unexpected financial challenges, such as an illness or injury that prevents you from working.2024-174345 Exp 05/26To 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

On this podcast, C&A Financial Group Managing Partner and CEO Frank Congilose and Financial Professional, Michael Canarick, JD, LLM will go over the essential components of estate planning. Whether you are just beginning to think about your estate plan or looking to refresh your existing strategy, this session will help put you on a path towards providing peace of mind for your loved ones. The topics discussed on this podcast include: Introduction to estate planning, wills and trusts, estate tax basics, powers of attorney, medical directives and living wills. 2024-180733 Exp 09/26To 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

On this episode, C&A Financial Group Managing Partner and CEO Frank Congilose, hosts special guest and advisor, Brian Cunniff who shows us a unique process around savings that can lead to a secure retirement.2024-174345 Exp 08/26To 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

On this podcast, C&A Financial Managing Partner and CEO Frank Congilose and guest speaker Tim O'Mara of Nationwide discuss the basics of social security. On this podcast, you will learn how to make the right choice when it comes to filing strategies and how to optimize your social security income; how to access the Social Security Assessment designed to help guide you to make an informed decision about your cash flow in retirement, and learn about survivor benefits. 2023-163193 Exp 10/25To 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

Frank 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 03/26To 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

Frank 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. 2023-160482To 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.

On 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

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. 

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.

Frank 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

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.

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 141341

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.

May is Disability Income Awareness Month. This month Richard Pasick, C&A Financial Group,  joins Frank Congilose to  give some insight, information, and strategies for protection when it comes to planning for an unexpected disability.www.DisabilityCanHappen.Org2022-137507

Bob Farrell, Investment Manager at Tomoro Financial, returns this month to join Frank Congilose and discuss the volatility happening in the market.

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.

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.2021-131200

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.Org2021-120987

Frank Congilose, C&A Financial Group, and Bob Farrell, Tomoro Financial, sit down to discuss the current state of the market.2021-120504

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.

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. 2020-111827

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?2020-106080

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.2020-105697

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.

As 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

Flo 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

Richard 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

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.

March 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

This 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

It's Estate Planning Month and Frank Congilose and Michael Canarick, JD, LLM discuss how to protect your life's work from unfriendly creditors.

This month Frank Congilose and David Suckey have a discussion about life insurance, its benefits, and the different types of insurance available. 2018-66204

This 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

This month John Henry, President of OBS Financial, joins Frank Congilose to discuss the current volatility in the market.

The special guest train pulls into the station with patron saint of the podcast, Frank Congilose! Join Craig, Sean, and Frank as they tackle the Amazon Studios film, The Wall starring John Cena! Will the boys all enjoy this flick or will they want their heads smashed into a wall after watching it? You’ll only … Continue reading Episode 31: The Wall →

Happy 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.

This 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.

September 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.

In 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.

Here it is, The FIRST of our very special episodes where we tackle a non-WWE Studios film. Our special guest for this journey, Frank Congilose, joins us to watch Rob Van Damn and Batista in the film Wrong Side of Town. Luckily Craig and Sean did not have to go to the wrong side of town … Continue reading Episode 9: Wrong Side of Town →

This 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.

September 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.

Jason 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

On this episode Frank Congilose and David Suckey of C&A Financial Group discuss the topic of cash flow 2018-66887

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.

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.

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.

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.

Richard Pasick and Frank Congilose discuss work disability this week. They include statistics and facts about those who become disabled and are not able to work and what you can do to protect your finances in case of such an event.

Frank 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.

This 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?

David Suckey and Frank Congilose kick off financial planning month in this episode giving their experiences and knowledge of being financial planners.

Frank Congilose and Mike Russo continue on the topic of understanding and managing your credit. Mike also provides some tips on what you can do to monitor and improve your credit.

Richard Pasick, CLU CHFC, CLTC, Disability Specialist at C&A Financial Group joins Frank Congilose to discuss protecting your most valuable asset which is yourself.

Frank Congilose explains the theory of Responsible Wealth in this first episode of the Discovering Responsible Wealth show.