Podcast appearances and mentions of frank congilose

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Best podcasts about frank congilose

Latest podcast episodes about frank congilose

Discovering Responsible Wealth
Quarterly Market Update with BlackRock

Discovering Responsible Wealth

Play Episode Listen Later Apr 17, 2025 21:18


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

Discovering Responsible Wealth
Market Update with BlackRock

Discovering Responsible Wealth

Play Episode Listen Later Jan 30, 2025 23:40


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

Discovering Responsible Wealth
Navigating Open Enrollment: Choosing Benefits That Work For You

Discovering Responsible Wealth

Play Episode Listen Later Dec 6, 2024 44:13


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

Discovering Responsible Wealth
Last Check: Retirement Matters

Discovering Responsible Wealth

Play Episode Listen Later Nov 11, 2024 46:30


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

Discovering Responsible Wealth
Market Update with BlackRock

Discovering Responsible Wealth

Play Episode Listen Later Oct 23, 2024 21:27


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

Discovering Responsible Wealth
Protecting What Matters: An Abundance Mindset

Discovering Responsible Wealth

Play Episode Listen Later Oct 8, 2024 39:06


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

Discovering Responsible Wealth
Top Strategies to Safeguard Your Income

Discovering Responsible Wealth

Play Episode Listen Later Oct 8, 2024 24:03


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

Discovering Responsible Wealth
Fundamentals of Estate Planning

Discovering Responsible Wealth

Play Episode Listen Later Sep 9, 2024 40:49


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

Discovering Responsible Wealth
Master the Art of Saving: Your Key to a Secure Retirement

Discovering Responsible Wealth

Play Episode Listen Later Sep 9, 2024 48:00


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

Discovering Responsible Wealth
Social Security: The Choice of a Lifetime

Discovering Responsible Wealth

Play Episode Listen Later Sep 9, 2024 52:54


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

Discovering Responsible Wealth
March 2024 Coaching Call: Market Update with Mike Trudel of BlackRock

Discovering Responsible Wealth

Play Episode Listen Later Mar 4, 2024 20:24


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

Discovering Responsible Wealth
August 2023 Coaching Call: Market Update with Mike Trudel of BlackRock

Discovering Responsible Wealth

Play Episode Play 30 sec Highlight Listen Later Aug 28, 2023 22:43


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.

Discovering Responsible Wealth
May 2023 Coaching Call: Perspectives Around the U.S. Debt Ceiling

Discovering Responsible Wealth

Play Episode Listen Later May 30, 2023 10:03


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

Discovering Responsible Wealth
Podcast Replay: What Will Be Your Legacy?

Discovering Responsible Wealth

Play Episode Listen Later Mar 23, 2023 17:44


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. 

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

Discovering Responsible Wealth

Play Episode Listen Later Mar 13, 2023 22:06


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.

Discovering Responsible Wealth
Podcast Replay: Introducing Flo

Discovering Responsible Wealth

Play Episode Listen Later Feb 10, 2023 14:23


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

frank congilose
Discovering Responsible Wealth
October 2022 Market Update Coaching Call

Discovering Responsible Wealth

Play Episode Listen Later Oct 5, 2022 24:27


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.

Discovering Responsible Wealth
August 2022 Coaching Call with Mike Trudel of BlackRock

Discovering Responsible Wealth

Play Episode Listen Later Jul 22, 2022 27:36


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

Discovering Responsible Wealth
July 2022 Coaching Call: Market Update and Inflation

Discovering Responsible Wealth

Play Episode Listen Later Jul 14, 2022 20:35


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.

Discovering Responsible Wealth
May 2022 Coaching Call: Disability Income Awareness Month

Discovering Responsible Wealth

Play Episode Listen Later Apr 29, 2022 19:30


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

Discovering Responsible Wealth
March 2022 Market Update

Discovering Responsible Wealth

Play Episode Listen Later Mar 9, 2022 17:55


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

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

Discovering Responsible Wealth

Play Episode Listen Later Jan 28, 2022 23:51


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.

Discovering Responsible Wealth
December 2021 Coaching Call: 2021 Retrospective

Discovering Responsible Wealth

Play Episode Listen Later Dec 15, 2021 16:24


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

Discovering Responsible Wealth
May 2021 Coaching Call: Disability Awareness Month

Discovering Responsible Wealth

Play Episode Listen Later May 7, 2021 13:50


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

Discovering Responsible Wealth
May 2021 Market Update

Discovering Responsible Wealth

Play Episode Listen Later Apr 28, 2021 15:38


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

Discovering Responsible Wealth
December 2020 Coaching Call: 2020 Retrospective

Discovering Responsible Wealth

Play Episode Listen Later Dec 22, 2020 22:13


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.

Discovering Responsible Wealth
November 2020 Market Update

Discovering Responsible Wealth

Play Episode Listen Later Nov 6, 2020 20:02


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

Discovering Responsible Wealth
September 2020 Coaching Call: Adjusting to the "New Normal"

Discovering Responsible Wealth

Play Episode Listen Later Sep 22, 2020 22:18


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

Discovering Responsible Wealth
July 2020 Coaching Call/Summer Market Update

Discovering Responsible Wealth

Play Episode Listen Later Jul 27, 2020 23:51


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

Discovering Responsible Wealth
March 2020 Coaching Call / Market Update

Discovering Responsible Wealth

Play Episode Listen Later Feb 26, 2020 15:26 Transcription Available


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.

Discovering Responsible Wealth
December 2019 Coaching Call Avoiding the Holiday Financial Hangover

Discovering Responsible Wealth

Play Episode Listen Later Dec 10, 2019 18:51


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

Discovering Responsible Wealth
August 2019 Coaching Call: Introducing Flo

Discovering Responsible Wealth

Play Episode Listen Later Aug 14, 2019 14:12


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

coaching calls frank congilose
Discovering Responsible Wealth
May 2019 Coaching Call/Disability Awareness Month

Discovering Responsible Wealth

Play Episode Listen Later May 28, 2019 18:51 Transcription Available


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

Discovering Responsible Wealth
April 2019 Coaching Call: Financial Literacy Month

Discovering Responsible Wealth

Play Episode Listen Later Apr 9, 2019 18:22 Transcription Available


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.

Discovering Responsible Wealth
March 2019 Coaching Call: Asset Protection Month

Discovering Responsible Wealth

Play Episode Listen Later Mar 10, 2019 14:49


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

Discovering Responsible Wealth
November 2018 Coaching Call: Market Volatility and Behavioral Finance

Discovering Responsible Wealth

Play Episode Listen Later Nov 1, 2018 18:26


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

Discovering Responsible Wealth
October 2018 Coaching Call: Estate Planning Month

Discovering Responsible Wealth

Play Episode Listen Later Oct 2, 2018 14:58


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

Discovering Responsible Wealth
September 2018 Coaching Call: Life Insurance Awareness Month

Discovering Responsible Wealth

Play Episode Listen Later Sep 11, 2018 17:46


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

Discovering Responsible Wealth
April 2018 Coaching Call - College Planning part 1

Discovering Responsible Wealth

Play Episode Listen Later Apr 22, 2018 15:12


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

Discovering Responsible Wealth
February 2018 Coaching Call: Market Volatility

Discovering Responsible Wealth

Play Episode Listen Later Feb 5, 2018 12:40


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

Slamdango
Episode 31: The Wall

Slamdango

Play Episode Listen Later Jan 15, 2018


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 →

Discovering Responsible Wealth
December 2017 Coaching Call

Discovering Responsible Wealth

Play Episode Listen Later Dec 14, 2017 19:58


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.

Discovering Responsible Wealth
November 2017 Coaching Call

Discovering Responsible Wealth

Play Episode Listen Later Oct 31, 2017 15:00


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.

Discovering Responsible Wealth
September 2017 Coaching Call: Life Insurance Awareness Month

Discovering Responsible Wealth

Play Episode Listen Later Sep 21, 2017 20:26


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.

Discovering Responsible Wealth
May 2017 Coaching Call

Discovering Responsible Wealth

Play Episode Listen Later May 8, 2017 17:42


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.

coaching calls frank congilose
Slamdango
Episode 9: Wrong Side of Town

Slamdango

Play Episode Listen Later Mar 13, 2017


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 →

Discovering Responsible Wealth
December 2016 Coaching Call

Discovering Responsible Wealth

Play Episode Listen Later Dec 5, 2016 17:46


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.

Discovering Responsible Wealth
September 2016 Coaching Call

Discovering Responsible Wealth

Play Episode Listen Later Sep 21, 2016 18:14


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.

coaching calls frank congilose
Discovering Responsible Wealth
August 2016 Coaching Call

Discovering Responsible Wealth

Play Episode Listen Later Aug 28, 2016 13:42


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

Discovering Responsible Wealth
April 2016 Coaching Call: Cash Flow

Discovering Responsible Wealth

Play Episode Listen Later Apr 29, 2016 19:44


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

cashflow coaching calls frank congilose
Discovering Responsible Wealth
February 2016 Coaching Call

Discovering Responsible Wealth

Play Episode Listen Later Feb 24, 2016 17:52


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.

Discovering Responsible Wealth
January 2016 Coaching Call

Discovering Responsible Wealth

Play Episode Listen Later Jan 20, 2016 14:56


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.

Discovering Responsible Wealth
December 2015 Coaching Call

Discovering Responsible Wealth

Play Episode Listen Later Dec 14, 2015 14:57


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.

Discovering Responsible Wealth
Jan. 2015 Coaching Call: Goal Setting

Discovering Responsible Wealth

Play Episode Listen Later Jan 4, 2015 17:50


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.

Discovering Responsible Wealth
Ep. 82 Disability Protection

Discovering Responsible Wealth

Play Episode Listen Later May 16, 2014 17:04


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.

disability frank congilose
Discovering Responsible Wealth
Ep. 60 Financial Organization

Discovering Responsible Wealth

Play Episode Listen Later Nov 29, 2013 17:10


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.

financial frank congilose
Discovering Responsible Wealth
Ep. 109 A Life of Balance

Discovering Responsible Wealth

Play Episode Listen Later Nov 29, 2013 17:09


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?

god balance frank congilose
Discovering Responsible Wealth
Ep. 52 The Bucket Theory

Discovering Responsible Wealth

Play Episode Listen Later Oct 4, 2013 17:08


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

theory bucket frank congilose
Discovering Responsible Wealth
Ep. 25 Managing Credit Part 2.

Discovering Responsible Wealth

Play Episode Listen Later Mar 8, 2013 12:21


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.

Discovering Responsible Wealth
Ep. 3 Protecting Your Most Valuable Asset, Yourself

Discovering Responsible Wealth

Play Episode Listen Later Sep 7, 2012 12:06


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.

Discovering Responsible Wealth
Ep. 1 Discovering Responsible Wealth

Discovering Responsible Wealth

Play Episode Listen Later Aug 24, 2012 11:59


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

discovering frank congilose