Sign up to save your podcasts
Or
Share Discovering Responsible Wealth
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Discovering Responsible Wealth
By Frank Congilose
Discovering Responsible Wealth episodes
- October 2018 Coaching Call: Estate Planning MonthIt's Estate Planning Month and Frank Congilose and Michael Canarick, JD, LLM discuss how to protect your life's work from unfriendly creditors.
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 YouTube15 min - September 2018 Coaching Call: Life Insurance Awareness MonthThis month Frank Congilose and David Suckey have a discussion about life insurance, its benefits, and the different types of insurance available.2018-66204
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 - May 2018 Coaching Call - College Planning part 2This is the second part of our short series on college planning. On this episode Frank and Emily discuss post college finances and dealing with student loans.
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 YouTube11 min - April 2018 Coaching Call - College Planning part 1This month Emily Zeigler, C&A Financial Group, joins Frank Congilose in the studio to talk about planning for college. This first episode of a two part series focuses on the cost of college and some options that are available to help alleviate a portion of the cost.2018-58621
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 YouTube16 min - February 2018 Coaching Call: Market VolatilityThis month John Henry, President of OBS Financial, joins Frank Congilose to discuss the current volatility 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 YouTube13 min - December 2017 Coaching CallHappy Holidays! Institute of Responsible Wealth coaches, Frank Congilose and David Suckey, discuss some year end planning strategies as well as some strategies for the beginning of the new year in what is our last coaching call of 2017.
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 YouTube20 min - November 2017 Coaching CallThis month Frank Congilose discusses probate and non probate assets and how they are incorporated into current estate planning with Michael Canarick, JD, LLM, of Canarick and Canarick Attorneys at Law.
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 YouTube15 min - September 2017 Coaching Call: Life Insurance Awareness MonthSeptember is Life Insurance Awareness Month and on this episode Frank Congilose and David Suckey sit down to discuss some details and facts about life insurance.
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 - June 2017 Coaching CallThis month Steve Rubin, TAM Lending, Inc., joins Frank to discuss reverse mortgages.
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 YouTube33 min - May 2017 Coaching CallIn our May episode Frank Congilose and David Suckey discuss planning for tomorrow. They explain the three "R"s which are the rates of saving, 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.
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.