Discovering Responsible Wealth
Episodes
157 episodes
Employment Law: What Employers Need to Know
If you’re a business owner, this is worth your time.In our latest Business Briefing, we covered key employment law risks that can impact your business, your employees, and your cash flow.To watch the video version of this podcast,...
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...
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, an...
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, a...
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...
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 bene...
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 ove...
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 fo...
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 com...
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 empha...
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...
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 es...
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 sa...
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 abu...
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 s...
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.Disclosures:...
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...
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 arou...
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 and Global Strategist at BlackRock, who shares his thoughts on the U.S. economy. Frank and Mike also provide valuable insight and prospective arou...
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, grocer...
May 2023 Coaching Call: Perspectives Around the U.S. Debt Ceiling
On this month's podcast, Frank Congilose and Bob Farrell discuss their perspective around the country's debt ceiling and what it means for the near future. 2023-156357
Podcast Replay: Financial Literacy Month (April 2019 Coaching Call)
Frank Congilose and David Suckey of C&A Financial Group spend some time sharing their insights on financial literacy and how factors like education, accountability, and coaching are key. 2023-153968 Exp 04/25
Podcast Replay: What Will Be Your Legacy?
Frank Congilose, CEO and Managing Partner and Dave Suckey, Financial Advisor, both of C&A Financial discuss financial balance and your legacy, how to plan your income stream in retirement and how to protect it while leaving behind a legacy....