The CFG Podcast Series: Retirement Planning & Investment Management

Brian D. Dick and Matthew A. Costanzo address two very important areas that are central to the family finance conversation: the "money talk" and education saving plans.

Andrew J. Costanzo, Jr. joins the show to reinforce important estate planning concepts and their relevance to the Investment and Retirement Planning process.

Matthew A. Costanzo joins the show to outline the tools necessary to insulate your retirement plan and investment management strategy from emerging risk. How do we make sure that your retirement income is durable over a 20 to 30-year period and is not dramatically impacted by any number of factors that a family may face over the course of their lives?

Andrew J. Costanzo, Jr. and Matthew A. Costanzo lead a roundtable discussion regarding best practices to consider when designing a comprehensive investment strategy that aims to serve your short, medium and long-term financial objectives. The panel discusses the role that the investment strategy plays in the retirement planning process and how it needs to be managed over time.

A preview to what is to come with the CFG Podcast Series.