Discovering Responsible Wealth

This month John Henry, President of OBS Financial, joins Frank Congilose to discuss the current volatility in the market. 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

Happy Holidays! Institute of Responsible Wealth coaches, Frank Congilose and David Suckey, discuss some year end planning strategies as well as some strategies for the beginning of the new year in what is our last coaching call of 2017. 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...

This month Frank Congilose discusses probate and non probate assets and how they are incorporated into current estate planning with Michael Canarick, JD, LLM, of Canarick and Canarick Attorneys at Law. 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

September is Life Insurance Awareness Month and on this episode Frank Congilose and David Suckey sit down to discuss some details and facts about life insurance. 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

This month Steve Rubin, TAM Lending, Inc., joins Frank to discuss reverse mortgages. 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

In our May episode Frank Congilose and David Suckey discuss planning for tomorrow. They explain the three "R"s which are the rates of saving, return, and distribution. 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

John Henry from OBS is back this month to talk with Frank about market fluctuations and corrections. They also talk about having a process and philosophy, why are you invested and what time periods are you invested for? 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, Link...

This month Frank and Dave talk about planned obsolescence, wealth eroding factors in life that can impact our finances. They discuss some strategies to make sure our assets, income, and legacy are protected. 2019-76070 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, Linke...

September is life insurance awareness month. This month David Suckey, C&A Financial Group joins Frank Congilose to discuss the purpose, amount, and types of life insurance. 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

Jason Lamb, Shore Point Advisors and C&A Financial Group, joins Frank Congilose this month to discuss some concerns about past performance investing. S&P 500 Index is a market index generally considered representative of the stock market as a whole. The index focuses on the large-cap segment of the U.S. equities market. Indices are unmanaged and one cannot invest directly in an index. Past...

Michael Canarick returns this month joining Frank to talk about estate planning with trusts and wills. 2018-61476 Exp. 6/20 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 episode Michael Canarick, JD, LLM, joins Frank to discuss estate taxes. 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 episode Frank Congilose and David Suckey of C&A Financial Group discuss the topic of cash flow 2018-66887 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

This month Weston Wellington, Vice President of Dimensional Fund Advisors, joins Frank Congilose to talk about accumulating and building wealth using a science based equilibrium strategy. 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

This month Frank Congilose talks to John Henry, President of OBS Financial Services, to reflect on the 2015 market and discuss the current state of the market. 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

This is the year end coaching call for 2015. Frank Congilose and David Suckey from the Institute of Responsible Wealth discuss some year end planning strategies. 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

This month Frank invited Jake Rue, C&A Financial Group, into the studio to discuss tax loss harvesting 2015-13302 Exp 11/17 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

This month David Mozeika, Managing Partner and Founder of Tomoro, joins Frank to discuss the topic of life insurance. 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

This month John Henry, President and CEO of OBS Financial Services, joins us to discuss the current state of the market. 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

Jaquelyn Weiland of Solutions Provided is in studio to talk about having the right mindset when it comes to building and enjoying wealth. 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

This month Richard Pasick, advisor at C&A Financial Group, joins Frank to discuss the topic of Social Security. 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

This month on our coaching call we have Michael Canarick, attorney at law, Canarick and Canarick. Frank and Mike discuss estate planning with different family dynamics and scenarios. 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

Alex Ash, director of coaching with Matson Money, joins us this month to discuss some basic information on investing. Disclaimer: All investing involves risks and costs. Your adviser can provide you with more information about the risks and costs associated with specific programs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee...

Michael Canarick, Attorney at Law, Canarick and Canarick, joins Frank this month to discuss the key documents that people should be putting in place to help protect their finances. 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

John Henry, President and CEO of OBS Financial Services joins Frank on this month's episode to discuss asset class returns. OBS Financial Services, DFA, and John Henry are not affiliated with PAS, Guardian, IRW, or C&A Financial Group. All investments contain risk and may lose value. Asset allocation and diversification does not guarantee profit or protect against market loss. 2015-1281 E...