Discovering Responsible Wealth

Richard Pasick and Frank Congilose discuss work disability this week. They include statistics and facts about those who become disabled and are not able to work and what you can do to protect your finances in case of such an 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 information.  Follow us online on Fa...

This show Frank has tax attorney Michael Canarick on and they discuss estate planning for older Americans. Some topics include estate tax planning, protecting your estate, and important legal documents that should be in place and up to date. 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 on...

Patrick Kenny join Frank this week this week to focus on the topic of financial organization for seniors/ older Americans. 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 our show's topics to wrap up financial literacy month include teaching children about money, spending, and the importance of credit. 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

Peter Grandich joins Frank for the 3rd week in financial literacy month. This show's main focus during holy week is stewardship. 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

Week 2 of Financial Literacy Month. Frank and David discuss creating value. The value in the investments we make and how it relates to money and also investment in ourselves. 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 is the introduction to Financial Literacy Month. Also this week Jim Schepis joins Frank and David to discuss and give insight into Autism awareness month. 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 the show this week Frank and Dave spend time talking about setting goals. Identifying purpose, short term and long term goals. Reflecting on the first quarter of 2014 when it comes to your goals, and planning for the 2nd quarter of 2014. Identifying purpose, short term and long term goals To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www....

This week Frank discusses some of the truths about investing, rules of thumb, diversification and how a portfolio is put together among other investment topics. 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 some of the opportunities and circumstances in which wealthy people became wealth. From self investment, education, entrepreneurship, and the truth about investing their money. 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 Y...

This week Frank and Dave answer some listener questions about rate of savings, 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

Frank and Dave discuss the final R in "the three Rs" this week, rate of distribution. Some of the areas touched upon are how money is distributed, providing income in retirement years, being a good steward, control of principal, and understanding products such as bonds and annuities. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit ww...

This week Frank and Dave discuss more on "the three Rs" focusing more of the rate of saving. They also discuss corporate bonds, equity, stocks, and real estate. 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 introduces what he refers to as "the three Rs"; Rate of Return, Rate of Saving, and Rate of Distribution. This show focuses on the Rate of Return. 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 Pasick joins Frank this week to go into more detail about Social Security benefits and retirement. 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 talks about Social Security benefits and how they play into an individual's retirement 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

What type of mindset do you have? Do you have a mindset of abundance or scarcity? In this week's show Frank and David discuss the responsible wealth mindset and how it can impact 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, LinkedIn and YouTube

Frank and Dave sit down in this week's episode to discuss the purpose of money. Some topics discussed are cash flow, asset protection, and financial wellness 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

First episode of 2014. This week Frank kicks off the new year with investment specialist Scott Codacovi. Scott and Frank discuss what Frank refers to as the wealth building blocks. 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 the final episode of 2013 Frank discusses the three Gs with David Suckey. The three Gs refer to God, gratitude, and giving. 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

Art Chianese, tax attorney and CPA is in studio this week. He and Frank discuss preparing for tax season, getting your end of the year tax planning done. Some other topics of discussion are medical expenses, flexible spending accounts, home owner's deductions and credits, and tax harvesting. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit...

Peter Grandich joins Frank again this week to discuss what could be on the economic horizon. Some topics of this show include: Markets, jobs, Obamacare/health insurance, and international economies. 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 and David discuss end of the year planning of your finances. Some of the details of this topic include: Flexible spending accounts, HSAs, health deductibles, budgeting, dental plan limits, investment account re-balancing, tax issues, 401k plan matching contributions. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for...

Frank Congilose and David Suckey discuss the topic of year end financial organization on this week's show. Some of the details of this topic include; End of year statements, getting organized, and decision making for the end of the year and the beginning of the new year. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com...

This week Frank Congilose and David Suckey talk about living a life of balance. What is God's will in your life? How can we balance our life using the wealth building blocks? 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