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Discovering Responsible Wealth
By Frank Congilose
Discovering Responsible Wealth episodes
- Ep. 67 Social Security BenefitsThis week Frank talks about Social Security benefits and how they play into an individual's retirement plan.
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 YouTube18 min - Ep. 66 Responsible Wealth MindsetWhat type of mindset do you have? Do you have a mindset of abundance or scarcity? In this week's show Frank and David discuss the responsible wealth mindset and how it can impact 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 YouTube17 min - Ep. 65 The Purpose of MoneyFrank and Dave sit down in this week's episode to discuss the purpose of money. Some topics discussed are cash flow, asset protection, and financial wellness
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 YouTube18 min - Ep. 64 Wealth Building BlocksFirst episode of 2014. This week Frank kicks off the new year with investment specialist Scott Codacovi. Scott and Frank discuss what Frank refers to as the wealth building blocks.
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 YouTube18 min - Ep. 63 Three GOn the final episode of 2013 Frank discusses the three Gs with David Suckey. The three Gs refer to God, gratitude, and giving.
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 YouTube18 min - Ep. 63 Planning for Tax SeasonArt Chianese, tax attorney and CPA is in studio this week. He and Frank discuss preparing for tax season, getting your end of the year tax planning done. Some other topics of discussion are medical expenses, flexible spending accounts, home owner's deductions and credits, and tax harvesting.
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 YouTube18 min - Ep. 62 Economic HorizonPeter 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, 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 YouTube18 min - Ep. 61 End of Year PlanningFrank 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, 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 YouTube18 min - Ep. 109 A Life of BalanceThis 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, 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 YouTube18 min - Ep. 60 Financial OrganizationFrank 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, 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 YouTube18 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…
life to its fullest potential.Frank’s 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 life’s “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 can’t afford to waste time, and you can’t 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.