Discovering Responsible Wealth

Discovering Responsible Wealth

By Frank Congilose
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Discovering Responsible Wealth episodes

  • Ep. 98 Amount of Coverage
    As life insurance awareness month continues Frank and David Suckey discuss the topic of what is the right amount of life insurance coverage and its uses.

    To 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. 

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    18 min
  • Ep. 97 Human Life Value
    September is Life Insurance Awareness Month. Frank and David have a discussion this wee on the purpose and uses of life insurance and how it relates to human life value.

    To 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. 

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    18 min
  • Ep. 96 Legacy- Being Happy
    This week we invited Carl Hicks, from the Growth Group, to join us on the topic of legacy with a focus on being happy and how it helps maintain a good balance in our life.

    To 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. 

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    17 min
  • Ep. 95 Legacy Planning
    This week attorney Bob Munoz is in studio. Frank and Bob have a discussion on memorializing and documenting your legacy. Bob discusses some of the important documents that are needed such as trusts and wills.

    To 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

    18 min
  • Ep 94 What will be your legacy?
    We continue this week with legacy month. Frank and David Suckey discuss '"what will be your legacy?'" They dive into some topics that include financial balance and income stream during retirement years.

    To 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. 

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    17 min
  • Ep. 93 Living on Purpose
    This week Jaquelyn Weiland of Solutions Provided is back in studio. She and Frank discuss how to get direction, writing down goals and creating a plan. Making choices and decisions to uncomplicated and unclutter your life.

    To 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. 

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    17 min
  • Ep. 92 Simplify Your Life
    Sam Soprano joins us this week to intoduce Legacy Month. This week we talk about simplifying your life by only making commitments that you can give your all to.

    To 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. 

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    18 min
  • Ep. 91 Planning for the Sandwich Generation Move
    This show discusses a reoccurring topic we talk about, the sandwich generation. More specifically planning for your future move from the middle to the older part of the generation. Advice on ideas and practices that should be put in place to take some of the burden off your children for later in your life.

    To 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

    18 min
  • Ep. 90 Taking Care of Parents
    On this show Peter Grandich joins us in studio do discuss the topic of taking care of older parents. Planning for elder care and long term care facilities.

    To 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

    18 min
  • Ep. 89 Freedom
    This week Frank and Dave discuss freedom, and giving thanks. They also go into having a mindset of prosperity instead of scarcity and how that impacts your life on a daily basis.

    To 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

    17 min

About Discovering Responsible Wealth

From the publisher's feed

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…