Discovering Responsible Wealth

Discovering Responsible Wealth

By Frank Congilose
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Discovering Responsible Wealth episodes

  • Ep. 77 Creating Value
    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, 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. 76 Financial Literacy Month
    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, 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. 75 Set Your Goals
    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 goals

    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. 74 Truths about Investing
    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, 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. 73 How the wealthy became wealthy.
    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, 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. 72 Three Rs Q&A
    This week Frank and Dave answer some listener questions about rate of savings, return, and distribution.

    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. 71 Rate of Distribution
    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, 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. 70 Rate of Saving
    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, 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. 69 The Three Rs, Rate of Return
    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, 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. 68 Social Security part 2
    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, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. 

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    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…