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Discovering Responsible Wealth
By Frank Congilose
Discovering Responsible Wealth episodes
- August 2022 Coaching Call with Mike Trudel of BlackRock
This month Mike Trudel of BlackRock and Frank Congilose share their perspectives on the current state of the market, the impact on the economy and GDP and how to move forward. They give insight to topics such as market volatility, inflation and recession.
Michael Trudel, CFA, JD, Managing Director, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group. He is a global strategist, primarily responsible for macro strategy and portfolio analysis.
2022 141341To 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 YouTube28 min - July 2022 Coaching Call: Market Update and Inflation
This month Frank Congilose and Bob Farrell, Investment Manager at Tomoro Financial, have a conversation about current inflation and how it is affecting the markets.
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 YouTube21 min - May 2022 Coaching Call: Disability Income Awareness Month
May is Disability Income Awareness Month. This month Richard Pasick, C&A Financial Group, joins Frank Congilose to give insight and helpful strategies for protection when it comes to planning for an unexpected disability.
The insights shared on this podcast include valuable information on how disability works, how to know if your group insurance is sufficient and key factors to look for when researching disability plans.
www.DisabilityCanHappen.Org
2022-137507To 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 YouTube20 min - March 2022 Market Update
Bob Farrell, Investment Manager at Tomoro Financial, returns this month to join Frank Congilose and discuss the volatility happening in the market.
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 - February 2022 Coaching Call: Interview with Russ Koesterich, BlackRock.
This month Frank Congilose, C and A Financial Group, welcomes Russ Koesterich, CFA, JD, from BlackRock. At BlackRock Russ is Managing Director and portfolio manager, and is a member of the Global Allocation team.
In this episode Frank and Russ discuss the current state of the market, what has happened in the past two years during the pandemic, and some insight into the direction of the market going forward.
2022 -132935.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 YouTube24 min - December 2021 Coaching Call: 2021 Retrospective
In this episode Frank Congilose and David Suckey of C&A Financial Group look back at 2021 and discuss some lessons learned and takeaways from this past year.
2021-131200To 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 - July 2021 Coaching Call: Annuities
For July Frank Congilose has a conversation with Matt Downing, Regional VP at Allianz, about annuities. Together they share some general information about types of annuity products such as variable annuities and RILAs and strategies as to how they can be used in distribution planning.
2021-123718To 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 - May 2021 Coaching Call: Disability Awareness Month
May is Disability Awareness Month and Richard Pasick joins Frank Congilose. They give some insight, information, and strategies for protection when it comes to planning for an unexpected disability.
www.DisabilityCanHappen.Org
2021-120987To 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 YouTube14 min - May 2021 Market Update
Frank Congilose, C&A Financial Group, and Bob Farrell, Tomoro Financial, sit down to discuss the current state of the market.
2021-120504To 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 YouTube16 min - December 2020 Coaching Call: 2020 Retrospective
This month Frank Congilose and David Suckey have a retrospective of 2020, and focus on the positives of the year and the lessons it has taught us.
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 YouTube23 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.