Discovering Responsible Wealth

Discovering Responsible Wealth

By Frank Congilose
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Discovering Responsible Wealth episodes

  • Jan. 2015 Coaching Call: Goal Setting
    This is our first monthly coach call! This month Frank Congilose and Jim Schepis discuss goals, the significance they can have, and some keys to properly setting your goals for the new year and the future.

    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. 108 Personal Perspective
    Jacqueline Weiland, Solutions Provided, is back in the studio this week. She along with Frank discuss personal perspective
    personal growth, leaving your comfort zone, living on purpose and creating value

    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 YouTube

    18 min
  • Ep 107 The Cost of College
    Sam Soprano joins us in studio this week to talk about the cost of a college education. We touch upon topics such as; Education costs. Student loan debt. Financing college cost. Go to school on purpose, utilizing community colleges, transferring into other schools.
    Perception of private and public/state colleges and costs. Academic scholarships, grants, Financial aid. Trade industry education.

    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 YouTube

    18 min
  • Ep. 106 Rate of Distribution
    This week we talk about rate of distribution and managing how assets are distributed. . Living off interest, principal and interest, and annuitization. Social security benefits.

    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. 105 The Purpose of Money
    This week we talk about the purpose of money in our lives, changing the flow of your money to achieve financial balance.

    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. 104 Rate of Saving
    The topic this week is "rate of saving" and it includes talk about managing cash flow, establishing a spending plan, a plan of savings, managing credit card debt.

    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. 103 Myths and Truths
    Financial Planning month continues and this week we talk about Myths and truths about investing, timing the market, stability vs. volatility, investor behavior and where returns come from.

    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 YouTube

    18 min
  • Ep. 101 The Financial Plan
    October is financial planning month. This week Sam Soprano is in studio to discuss with Frank why we need a financial plan, whats its purpose is, what it is comprised of, and how to develop a plan.

    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 YouTube

    18 min
  • Ep 100 Permission Slip
    Our 100th episode. This week is the final week of life insurance awareness month. Frank and Dave talk about the permission slip this week, how owning life insurance allows some freedoms and flexibility in life.

    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 YouTube

    17 min
  • Ep. 99 Types of Insurance
    This week Frank and Dave dive into the topic of the different types of life insurance available.

    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

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…