Discovering Responsible Wealth

This is our first monthly coach call! This month Frank Congilose and Jim Schepis discuss goals, the significance they can have, and some keys to properly setting your goals for the new year and the future. 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 YouTu...

Jacqueline Weiland, Solutions Provided, is back in the studio this week. She along with Frank discuss personal perspective personal growth, leaving your comfort zone, living on purpose and creating value 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

Sam Soprano joins us in studio this week to talk about the cost of a college education. We touch upon topics such as; Education costs. Student loan debt. Financing college cost. Go to school on purpose, utilizing community colleges, transferring into other schools. Perception of private and public/state colleges and costs. Academic scholarships, grants, Financial aid. Trade industry education. To...

This week we talk about rate of distribution and managing how assets are distributed. . Living off interest, principal and interest, and annuitization. Social security benefits. 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 week we talk about the purpose of money in our lives, changing the flow of your money to achieve financial balance. 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

The topic this week is "rate of saving" and it includes talk about managing cash flow, establishing a spending plan, a plan of savings, managing credit card debt. 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

Financial Planning month continues and this week we talk about Myths and truths about investing, timing the market, stability vs. volatility, investor behavior and where returns come from. 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

October is financial planning month. This week Sam Soprano is in studio to discuss with Frank why we need a financial plan, whats its purpose is, what it is comprised of, and how to develop a plan. 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

Our 100th episode. This week is the final week of life insurance awareness month. Frank and Dave talk about the permission slip this week, how owning life insurance allows some freedoms and flexibility in life. 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...

This week Frank and Dave dive into the topic of the different types of life insurance available. 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

As life insurance awareness month continues Frank and David Suckey discuss the topic of what is the right amount of life insurance coverage and its uses. 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. Frank and David have a discussion this wee on the purpose and uses of life insurance and how it relates to human life value. 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 week we invited Carl Hicks, from the Growth Group, to join us on the topic of legacy with a focus on being happy and how it helps maintain a good balance in our life. 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 week attorney Bob Munoz is in studio. Frank and Bob have a discussion on memorializing and documenting your legacy. Bob discusses some of the important documents that are needed such as trusts and wills. 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 Yo...

We continue this week with legacy month. Frank and David Suckey discuss '"what will be your legacy?'" They dive into some topics that include financial balance and income stream during retirement years. 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, L...

This week Jaquelyn Weiland of Solutions Provided is back in studio. She and Frank discuss how to get direction, writing down goals and creating a plan. Making choices and decisions to uncomplicated and unclutter your life. 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, L...

Sam Soprano joins us this week to intoduce Legacy Month. This week we talk about simplifying your life by only making commitments that you can give your all to. 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 show discusses a reoccurring topic we talk about, the sandwich generation. More specifically planning for your future move from the middle to the older part of the generation. Advice on ideas and practices that should be put in place to take some of the burden off your children for later in your life. To learn more about C&A Financial Group, schedule a meeting or to consider a career with...

On this show Peter Grandich joins us in studio do discuss the topic of taking care of older parents. Planning for elder care and long term care facilities. 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 week Frank and Dave discuss freedom, and giving thanks. They also go into having a mindset of prosperity instead of scarcity and how that impacts your life on a daily basis. 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

Richard Hauswirth returns this week. He and Frank go deeper into the topics on automobile insurance. Some of these topics include youthful/ inexperienced operators, car insurance policies.,distracted driving., and rental care insurance. They also discuss identity theft. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for mo...

Richard Hauswirth of World Insurance joins Frank in studio this week. Together they discuss different types of insurance such as property and casualty, flood, car, excess liability and a few others that help protect your property in the case of an unforeseen event. 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 in...

In part 2 of Frank and Rob's discussion on life insurance they focus on the areas of the different types of insurance and how much insurance is enough for an individual. 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 week Frank and guest Robert Pendergist discuss life insurance. Topics include issues within the industry, the different products that are available and understanding an illustration. 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 Wieland of Solutions Provided is in studio with Frank this week. They talk about courage and leadership. 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