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Discovering Responsible Wealth
By Frank Congilose
Discovering Responsible Wealth episodes
- Navigating Open Enrollment: Choosing Benefits That Work For You
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:
- Preparation
- Health, Dental, and Vision Insurance
- Flexible Spending Accounts (FSA) or Health Savings Accounts (HSA)
- Life and Disability Insurance
- Retirement Plans
- Post Enrollment Tips
2024-7402506.1 Exp 12/26
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 YouTube45 min - Last Check: Retirement Matters
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 YouTube47 min - Market Update with BlackRock
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 YouTube22 min - Retirement Matters
Matthew Murphy is an expert on retirement and he challenges us to think about what really matters when in retirement. Retirement planning can be different for each person depending on the lifestyle you want to live in retirement. It is essential to plan for your last paycheck to maintain your desired lifestyle and planning early is encouraged. He also speaks to retirement savings fundamentals, life expectancy, inflation, health care costs, and loss of a spouse.
2023-165131 Exp 11/25To 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 YouTube48 min - Top Strategies to Safeguard Your Income
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, 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 YouTube25 min - Protecting What Matters: An Abundance Mindset
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, 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 YouTube40 min - Social Security: The Choice of a Lifetime
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.
Disclosures:
The following show is for informational purposes only. Individual situations may vary and the information should be relied upon only when coordinated with individual professional advice.
Registered Representative and Financial Advisor 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 CA Insurance License Number 0M07287. 2023-163193 Exp 10/25To 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 YouTube53 min - Master the Art of Saving: Your Key to a Secure Retirement
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.
Disclosures:
The following show is for informational purposes only. Individual situations may vary and the information should be relied upon only when coordinated with individual professional advice.
Registered Representative and Financial Advisor 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 CA Insurance License Number 0M07287. Brian Cunniff CA License Number 0J18931. 2024-174345 Exp 08/26To 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 YouTube48 min - Fundamentals of Estate Planning
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.
Disclosures:
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. The information provided is based on our general understanding of the subject matter discussed and is for informational purposes only.
Registered Representative and Financial Advisor 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 CA Insurance License Number 0M07287. Michael is a Registered Representative of PAS and Financial Representative of Guardian. Not practiing JD, LLM for Guardian or its subsidiaries or affiliates. CA Insurance License Number 0K31013. 2024-180733 Exp 09/26To 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 YouTube41 min - March 2024 Coaching Call: Market Update with Mike Trudel of BlackRock
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, 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 YouTube21 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.