Discovering Responsible Wealth
Podcast

Discovering Responsible Wealth

187
1

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.

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.

187
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Housing Wealth in Retirement

On this episode, guest speaker Don Graves of the Housing Wealth Institute dive into the world of reverse mortgages and how they can be a valuable financial tool for retirees and homeowners. Don speaks to key considerations, including the impact on inheritance, potential tax implications, and how to make a reverse mortgage part of a broader retirement strategy. We also address common misconceptions and provide practical advice for making informed decisions. 7947522.1 Exp 5/27 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
Mind and psychology 2 months
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0
5
43:10

Fourth Quarter 2025 Market Update with BlackRock

On this episode, Frank Congilose of C&A Financial Group sits down with Mike Trudel of BlackRock to break down what actually drove a strong year for stocks and bonds, how tariffs, inflation, AI, and interest rates are shaping the markets, and why volatility may return even as long-term fundamentals remain solid. From Fed rate cuts and tax rebates to housing, jobs, and where AI could unlock the next wave of profitability, this conversation offers timely insights.  Recorded: Dec. 15, 2025 8668255.1 Exp 12/27 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
Mind and psychology 2 months
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0
5
21:22

Year End Tax Planning for Business Owners

This session will provide business owners with practical strategies to reduce their tax burden and keep more of what they earn. We will explore common tax-efficient opportunities, how to maximize contributions to retirement and savings plans, and ways to align personal and business finances for long-term success and overall financial health. 8611757.1 Exp 11/27 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
Mind and psychology 3 months
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0
6
01:00:44

Quarterly Market Update with BlackRock

With the first quarter of the year behind us, Frank Congilose, Managing Partner at C&A Financial Group, and Mike Trudel, Managing Director at BlackRock, reflect on recent market volatility and share insights to help investors stay confident and focused as they plan for the rest of the year. Recorded: April 16, 2025  2025-7871162.1 Exp 04/27 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
Mind and psychology 10 months
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0
7
21:16

Savvy Social Security

C&A Financial Group Senior Vice President, Richard Pasick speaks on important rules to know when collecting your Social Security retirement benefits, when you should apply, how much you will receive at retirement, how to maxmimize your benefits, survivor benefits, and how to coordinate with other forms of retirement income. 2025-7812958.1 Exp 04/27 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
Mind and psychology 11 months
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0
6
44:05

Tying the Financial Knot (Podcast for Newlyweds)

Understanding the role money plays in relationships is important to recognize early on as a couple. Whether you're just starting a life together or have been together for years, managing your finances as a team can significantly impact your overall well-being and ability to meet future goals. By working together couples can strengthen their partnership, reduce financial stress, and pave the way for a more secure and prosperous future. C&A Advisors Emily Zeigler, CFP and Alex Tragnitz, EA discuss fundamentals around establishing a solid foundation of working together and the importance of communication when it comes to money. They also discuss how to plan for life events, joint vs separate bank accounts, identifying your money personality, and how to live debt free and build wealth. For more information, visit https://www.ca-strategy.com/tyingthef... 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
Mind and psychology 11 months
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0
7
38:54

Market Update with BlackRock

Frank Congilose, CEO and Managing Partner of C&A Financial Group hosts Mike Trudel, Managing Director of BlackRock where they share valuable perspectives on year end performance, current market trends, economic stability, and the outlook for 2025.  2025-7577735.1 Exp 1/27 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
Mind and psychology 1 year
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0
7
23:40

Navigating Open Enrollment: Choosing Benefits That Work For You

Open enrollment is your opportunity to create a benefits package that truly fits your needs - but it's easy to overlook key details. On this webinar, C&A Financial CEO, Frank Congilose and C&A Financial Director, John Suckey discuss common mistakes to avoid, offer guidance on making the right selections to ensure you're fully prepared to maximize your benefits.  Some of the topics discussed include: Preparation Health, Dental, and Vision Insurance Flexible Spending Accounts (FSA) or Health Savings Accounts (HSA) Life and Disability Insurance Retirement Plans Post Enrollment Tips 2024-7402506.1 Exp 12/26 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
Mind and psychology 1 year
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0
7
44:13

Last Check: Retirement Matters

On this podcast episode, Frank Congilose stresses the importance of early retirement planning to maintain desired lifestyle post-retirement. Starting early allows for better preparation and potentially more options in the future.  He emphasizes the importance of considering various life factors that contribute to overall well-being and financial security.  He speaks to distribution planning in retirement and recognizing so many factors that play a part in what matters in life- health, money, lifestyle, relationships, home, and retirement. 2024-7257287.1 Exp 11/26 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
Mind and psychology 1 year
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0
6
46:30

Market Update with BlackRock

With the election just weeks away and so much news surrounding both political and financial developments, it's natural for people to feel a mix of uncertainty and curiosity. On this podcast, Frank Congilose of C&A Financial Group hosts Mike Trudel of BlackRock will add valuable perspectives on market trends, economic stability, and the overall impact the election could have on the markets. Topics discussed on this podcast include: market overview, inflation, the job market, recession, bond market, and interest rates.  2024-7209103.1 Exp 10/26 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
Mind and psychology 1 year
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0
6
21:28

Retirement Matters

Matthew Murphy is an expert on retirement and he challenges us to  think about what really matters when in retirement. Retirement planning can be different for each person depending on the lifestyle you want to live in retirement. It is essential to plan for your last paycheck to maintain your desired lifestyle and planning early is encouraged. He also speaks to retirement savings fundamentals,  life expectancy, inflation, health care costs, and loss of a spouse.  2023-165131 Exp 11/25 To learn more about C&A Financial Group or to consider a fulfilling career with us, visit us online at www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
Mind and psychology 1 year
0
0
5
47:22

Top Strategies to Safeguard Your Income

For Disability Insurance Awareness Month, C&A Financial CEO and Managing Director, Frank Congilose, and C&A Financial Group Senior Vice President - Disability Insurance Specialist Rich Pasick discuss the most effective strategies for safeguarding your greatest asset, your income, against unexpected financial challenges, such as an illness or injury that prevents you from working. 2024-174345 Exp 05/26 To learn more about C&A Financial Group or to consider a fulfilling career with us, visit us online at www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
Mind and psychology 1 year
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0
7
24:03

Protecting What Matters: An Abundance Mindset

Be the Beneficiary of Your Life's Work. CEO and Managing Partner of C&A Financial Group, Frank Congilose, hosts guest speaker and partner, David Suckey, as they dive deep into the key differences between a scarcity mindset and an abundance mindset. 2024-7080937.1 Exp 10/26 To learn more about C&A Financial Group or to consider a fulfilling career with us, visit us online at www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
Mind and psychology 1 year
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0
5
39:06

Social Security: The Choice of a Lifetime

On this podcast, C&A Financial Managing Partner and CEO Frank Congilose and guest speaker Tim O'Mara of Nationwide discuss the basics of social security. On this podcast, you will learn how to make the right choice when it comes to filing strategies and how to optimize your social security income; how to access the Social Security Assessment designed to help guide you to make an informed decision about your cash flow in retirement, and learn about survivor benefits.  2023-163193 Exp 10/25 To learn more about C&A Financial Group or to consider a fulfilling career with us, visit us online at www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
Mind and psychology 1 year
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0
7
52:54

Fundamentals of Estate Planning

On this podcast, C&A Financial Group Managing Partner and CEO Frank Congilose and Financial Professional, Michael Canarick, JD, LLM will go over the essential components of estate planning. Whether you are just beginning to think about your estate plan or looking to refresh your existing strategy, this session will help put you on a path towards providing peace of mind for your loved ones. The topics discussed on this podcast include: Introduction to estate planning, wills and trusts, estate tax basics, powers of attorney, medical directives and living wills.  2024-180733 Exp 09/26 To learn more about C&A Financial Group or to consider a fulfilling career with us, visit us online at www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
Mind and psychology 1 year
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0
6
40:49

Master the Art of Saving: Your Key to a Secure Retirement

On this episode, C&A Financial Group Managing Partner and CEO Frank Congilose, hosts special guest and advisor, Brian Cunniff who shows us a unique process around savings that can lead to a secure retirement. 2024-174345 Exp 08/26 To learn more about C&A Financial Group or to consider a fulfilling career with us, visit us online at www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
Mind and psychology 1 year
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0
6
48:01

March 2024 Coaching Call: Market Update with Mike Trudel of BlackRock

Frank Congilose, Managing Partner at C&A Financial Group hosts Mike Trudel, Managing Director and Global Strategist at BlackRock, who shares his thoughts on the U.S. economy. Frank and Mike also provide valuable insight and prospective around interest rates, inflation, recession and the current market. To learn more about C&A Financial Group or to consider a fulfilling career with us, visit us online at www.ca-strategy.com for more information. 2024-170389 Exp 03/26 To learn more about C&A Financial Group or to consider a fulfilling career with us, visit us online at www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
Mind and psychology 2 years
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0
7
20:24

August 2023 Coaching Call: Market Update with Mike Trudel of BlackRock

Frank Congilose, Managing Partner at C&A Financial Group hosts Mike Trudel, Managing Director at BlackRock, who shares his thoughts on the U.S. economy. Frank and Mike also provide valuable insight and prospective around interest rates, inflation, recession and the current market. 2023-160482 To learn more about C&A Financial Group or to consider a fulfilling career with us, visit us online at www.ca-strategy.com for more information.
Mind and psychology 2 years
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0
7
22:43

May 2023 Coaching Call: Disability: Are You Financially Prepared?

Without an income, you could quickly exhaust your family savings, undermining your family’s financial security. The money you’ve managed to put away for a vacation, the kids’ education, and your own retirement now has to be spent on gas, groceries, and other necessities. On this podcast, Katelyn Congilose shares her personal story of an unexpected emergency that left her grateful for having planned for the unexpected.  2023-156558.
Mind and psychology 2 years
0
0
7
18:08

May 2023 Coaching Call: Perspective Around the Debt Ceiling

On this month's podcast, Frank Congilose and Bob Farrell discuss important points  and provide perspective around the country's debt ceiling. 
Mind and psychology 2 years
0
0
5
10:03
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