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Discovering Responsible Wealth
By Frank Congilose
Discovering Responsible Wealth episodes
- December 2015 Coaching CallThis is the year end coaching call for 2015. Frank Congilose and David Suckey from the Institute of Responsible Wealth discuss some year end planning strategies.
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 - November 2015 Coaching Call: Tax Loss HarvestingThis month Frank invited Jake Rue, C&A Financial Group, into the studio to discuss tax loss harvesting2015-13302 Exp 11/17
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 2015 Coaching CallThis month David Mozeika, Managing Partner and Founder of Tomoro, joins Frank to discuss the topic of 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 YouTube14 min - August 2015 Coaching CallThis month John Henry, President and CEO of OBS Financial Services, joins us to discuss the current state of 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 YouTube15 min - July 2015 Coaching CallJaquelyn Weiland of Solutions Provided is in studio to talk about having the right mindset when it comes to building and enjoying wealth.
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 - June 2015 Coaching Call: Richard PasickThis month Richard Pasick, advisor at C&A Financial Group, joins Frank to discuss the topic of Social Security.
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 YouTube12 min - May 2015 Coaching CallThis month on our coaching call we have Michael Canarick, attorney at law, Canarick and Canarick. Frank and Mike discuss estate planning with different family dynamics and scenarios.
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 - April 2015 Coaching Call: Alex Ash of Matson MoneyAlex Ash, director of coaching with Matson Money, joins us this month to discuss some basic information on investing.Disclaimer: All investing involves risks and costs. Your adviser can provide you with more information about the risks and costs associated with specific programs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.
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 - March 2015: Wealth ProtectionMichael Canarick, Attorney at Law, Canarick and Canarick, joins Frank this month to discuss the key documents that people should be putting in place to help protect their finances.
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 YouTube14 min - Feb. 2015 Coaching Call: Asset ClassJohn Henry, President and CEO of OBS Financial Services joins Frank on this month's episode to discuss asset class returns.OBS Financial Services, DFA, and John Henry are not affiliated with PAS, Guardian, IRW, or C&A Financial Group. All investments contain risk and may lose value. Asset allocation and diversification does not guarantee profit or protect against market loss. 2015-1281 Exp 1/17
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
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.