Social Security: The Choice of a Lifetime
Discovering Responsible Wealth
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Discovering Responsible Wealth
Social Security: The Choice of a Lifetime
Sep 09, 2024
Frank Congilose

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


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Episode Artwork Social Security: The Choice of a Lifetime 52:54 Episode Artwork Master the Art of Saving: Your Key to a Secure Retirement 48:00 Episode Artwork Fundamentals of Estate Planning 40:49 Episode Artwork March 2024 Coaching Call: Market Update with Mike Trudel of BlackRock 20:24 Episode Artwork August 2023 Coaching Call: Market Update with Mike Trudel of BlackRock 22:43 Episode Artwork May 2023 Coaching Call: Disability: Are You Financially Prepared? 18:08 Episode Artwork May 2023 Coaching Call: Perspectives Around the U.S. Debt Ceiling 10:03 Episode Artwork Podcast Replay: Financial Literacy Month (April 2019 Coaching Call) 18:22 Episode Artwork Podcast Replay: What Will Be Your Legacy? 17:44 Episode Artwork March 2023: Perspectives on Finance and Economics with Mike Trudel of BlackRock 22:06 Episode Artwork Podcast: Becoming A Great Saver Replay 10:02 Episode Artwork October 2022 Market Update Coaching Call 24:27 Episode Artwork Financial Wellness: Why it Should be Made a Priority in the Workplace 17:05 Episode Artwork August 2022 Coaching Call with Mike Trudel of BlackRock 27:36 Episode Artwork July 2022 Coaching Call: Market Update and Inflation 20:35 Episode Artwork May 2022 Coaching Call: Disability Income Awareness Month 19:30 Episode Artwork March 2022 Market Update 17:55 Episode Artwork February 2022 Coaching Call: Interview with Russ Koesterich, BlackRock. 23:51 Episode Artwork December 2021 Coaching Call: 2021 Retrospective 16:24 Episode Artwork July 2021 Coaching Call: Annuities 16:58 Episode Artwork May 2021 Coaching Call: Disability Awareness Month 13:50 Episode Artwork May 2021 Market Update 15:38 Episode Artwork December 2020 Coaching Call: 2020 Retrospective 22:13 Episode Artwork November 2020 Market Update 20:02 Episode Artwork September 2020 Coaching Call: Adjusting to the "New Normal" 22:18