Discovering Responsible Wealth

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, visit https://youtu.be/3KHBL1yyzVY 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...

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...

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...

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 Financia...

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 C&A Financial Group is an agency of The Guardian Life Insurance Company of...

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,...

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 w...

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...

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 topic...

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 ret...

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...

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,  l...

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. 2024-1743...

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, schedule a meeting or to consider a career with us, visit www.ca-strateg...

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...

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...

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: The following show is for informational purposes only. Individual situations may vary and the information should be relied upon only when coordinated with individual professi...

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, visi...

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. 2023-160482 To learn more about C&A Financial Group, schedule a meeting or to consider a...

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 planne...

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 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

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 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 a...

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.  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 u...

Frank Congilose of C&A Financial Group and Guest Speaker Mike Trudel of BlackRock discuss market conditions and the perspective and outlook around our current economy. 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

On this #TBT podcast, Frank discusses the best way to develop a process around savings and why it is important to start early.  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