Discovering Responsible Wealth

Jaquelyn Weiland of Solutions Provided returns this week. She and Frank discuss preparing for the holiday season and making the right financial decisions to avoid the holiday hangover. 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 of Grandich Publications and Author of Confessions of a Wall Street Wiz Kid joins Frank this week. The duo this week discuss the market and some of the truths and myths of online trading. 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

How to we prepare for unexpected life events? Frank and David discuss this question on the show this week. They talk about how to prepare legally and financially for different unexpected life events. 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

"Why do we work?" Frank and David wrap up Financial Planning Month by answering the question "why do we work?" 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's guest is Erin Brachlow of Benefit Mall. Erin and Frank discuss the Affordable Health Care Act, aka Obamacare. 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, David, and Peter continue their discussion this week on "the financial planning process". The group this week discuss opportunities and challenges when it comes to seeking financial planning advice. 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...

October is Financial Planning month. This week joining David and Frank is Peter Grandich of Trinity Sports and Financial Management, and author of Confessions of a Wall Street Wiz Kid. The group talks about "the Financial Planning Process" with a focus on challenges seen in the financial planning arena. To learn more about C&A Financial Group, schedule a meeting or to consider a care...

David Suckey and Frank Congilose kick off financial planning month in this episode giving their experiences and knowledge of being financial planners. 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

Personal development month continues as Frank dives deeper into stewardship and how it can help your self development. 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

Carla Fallone returns this week to continue her discussion on entrepreneurship with a focus on the question of "is entrepreneurship for you?" 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

Guest Carla Fallone shares her personal experience and knowledge as an entrepreneur this week in her discussion with Frank. Carla is the CEO of Fallone Business Resources as well as professor at The College of New Jersey. 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, Li...

Jaquelyn Wieland joins Frank again this week to introduce personal development 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

For the Labor Day weekend show Frank wraps up legacy month by answering questions submitted by our audience. 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

Legacy month continues. Frank and David discuss legacy planning for your parents. Being a young parent himself, David gives his advice and insight on the subject. 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 continue their discussion on Legacy Planning this week. In this episode they go over some of the strategies and products that are available to assist in legacy planning. 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 Legacy Planning this week with an industry expert on some of the strategies and products that are available to assist in legacy planning. 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 is the guest for this week, the topic for this show is legacy and influence. 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

Michael Minton, Certified Long Term Care Specialist of the Long Term Care Specialist Group, joins Frank this week. Michael and Frank discuss the parents side of the sandwich generation and how to prepare and plan for the care of aging parents. 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...

Frank talks about the sandwich generation this week focusing on planning for your child's 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 YouTube

Frank is joined by Disability Specialist Richard Pasick this week. Richard talks about protecting your income in the event of an unexpected disability. 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 joins Frank again this week to discuss her new program Attitude and Choice. 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

Gary B. Garland, Esq, Certified Elder Law Attorney, returns this week to explain the power of attorney. He also discusses the different types of a power of attorney and which situations they should be used in. 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...

Gary B. Garland, Esq, a Certified Elder Law Attorney, joins us this week to talk about asset protection and medicare/medicaid planning. 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

Medicare expert Dane Mihlon joins Frank this week to talk about Medicare. They go over the eligibility requirements for Medicare, the types and parts, risks and gaps, and how to enroll. 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

For this episode Frank invited Michael Canarick, JD, LLM to talk about estate planning. Michael talks about estate planning regarding older Americans, what planning and documents they should consider and what tax considerations do they need to be concerned with. 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 infor...