Discovering Responsible Wealth

Discovering Responsible Wealth

By Frank Congilose
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Discovering Responsible Wealth episodes

  • Ep. 36 Attitude and Choice
    Jaquelyn Weiland of Solutions Provided joins Frank again this week to discuss her new program Attitude and Choice.

    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. 35 Power of Attorney
    Gary B. Garland, Esq, Certified Elder Law Attorney, returns this week to explain the power of attorney. He also discusses the different types of a power of attorney and which situations they should be used in.

    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. 35 Asset Protection / Medicaid and Medicare Planning
    Gary B. Garland, Esq, a Certified Elder Law Attorney, joins us this week to talk about asset protection and medicare/medicaid planning.

    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. 34 Medicare
    Medicare expert Dane Mihlon joins Frank this week to talk about Medicare. They go over the eligibility requirements for Medicare, the types and parts, risks and gaps, and how to enroll.

    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. 33 Michael Canarick, JD, LLM
    For this episode Frank invited Michael Canarick, JD, LLM to talk about estate planning. Michael talks about estate planning regarding older Americans, what planning and documents they should consider and what tax considerations do they need to be concerned with.

    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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    13 min
  • Ep. 32 Q&A Part 2 Distribution and Legacy
    This week Frank answers questions submitted by listeners about distribution and legacy.

    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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    13 min
  • Ep. 31 Q&A 1
    This week Frank answers questions asked by some of the listeners of the program.

    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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    13 min
  • Ep. 30 Financial Literacy / Distribution
    How do we receive assets in our retirement years? Frank discusses social security, pensions, 401ks, and other retirement plans.

    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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    13 min
  • Ep. 29 Financial Literacy / Accumulation
    Frank discusses the first step in his philosophy on financial literacy, accumulation. Here he talks about cash flow, budgeting, saving, steward ship and how to avoid emotional spending.

    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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    13 min
  • Ep. 28 College Athletics part 2
    Patti Adorna of Turn 2 Sports Consulting returns to continue her discussion with Frank. Patti and her company Turn 2 inform, assist, and prepare high school athletes get recruited and play collegiate level sports.

    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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    13 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…