Costanzo Financial Group (CFG)

The CFG Podcast Series: Retirement Planning & Investment Management

Business EN ↓ 85 episodes

Join us in the CFG Podcast Series as we explore the important concepts necessary to construct a comprehensive, long-term retirement plan and investment strategy. For over 50 years, Costanzo Financial Group (CFG) has been serving as a trusted financial advisor. Our team is dedicated to delivering exceptional care to individuals and families who value long-term retirement planning and investment management services. Andrew J. Costanzo Jr., Matthew A. Costanzo and Brian D. Dick - Registered representatives offering securities and advisory services through Cetera Advisors LLC (doing insurance busi...

Author

Costanzo Financial Group (CFG)

Episodes

Be Like Water 15.04.2026 55:45

Today's episode features Jacob Gerber, who is an equity and multi-asset investment director at the Capital Group. Jacob will cover investment themes for 2026 and how the economy is processing all the news from the first quarter.

Sunset Signals 16.09.2025 14:02

Matthew A. Costanzo, Investment Advisor Representative, kicks off a new season of the CFG Podcast Series with a discussion around the markets reaching new highs, the Federal reserve taking center stage and how corporate earnings shocked the system.

Thrills & Chills 14.04.2025 14:02

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses how Tariffs impacted the global economy and what drove these decisions.

Rising Above The Tide 03.04.2025 12:01

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses how the media narrative and market volatility could impact our retirement planning and investment management efforts.

Ides of March 14.03.2025 11:48

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo reviews the recent market volatility, the contributing factors and then prioritize what may impact our retirement planning and investment management efforts.

Built to Last 20.02.2025 13:52

Today's episode will cover the guidance coming from the Federal Reserve, the most recent job report, a re-cap of the first month in the market and how we should set our intention towards our investment management efforts in 2025.

2024 Year in Review 27.12.2024 18:26

In this latest episode of the CFG Podcast Series, Registered Principal Andrew J. Costanzo, Jr. and Investment Advisor Representative Matthew A. Costanzo reflect on 2024 and outline what is on the horizon in 2025.

No Time Like Showtime 22.10.2024 15:54

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo reviews the upcoming political election and how specific policy could impact the markets over the next year.

Market Update: Case of the Monday's 12.08.2024 12:19

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo reviews the economy and how recent volatility could impact investors outlook over the coming months.

Market Update: Groundhog Day 22.04.2024 9:48

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo reviews the most recent events in our economy and if the markets will see its volatility shadow.

Theme Party 02.02.2024 12:45

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo launches our 2024 CFG Investment Theme Party.

Perception versus Reality 10.01.2024 9:28

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the disconnect between the media and investor in assessing the health of today's economy.

Market Update: 2023 Year In Review 19.12.2023 13:39

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo recaps 2023 for the markets and sets the stage for 2024.

Market Update: Upgrade or Downgrade? 22.08.2023 19:23

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses this most recent market cycle.

Market Update: Remember This Moment 12.07.2023 15:33

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses this market cycle.

Debt Ceiling: It Could Rain 25.05.2023 12:44

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the debt ceiling negotiations and potential outcomes.

Market Update: Connecting to Your Purpose 08.05.2023 12:50

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the most recent interest rate hike from the Federal Reserve and other important economic activity.

Market Update: Test of Endurance 14.04.2023 19:45

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the headlines over the past month and how the markets have responded.

Market Update: Time Is Our Greatest Asset 15.03.2023 26:13

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo interviews Lauren Goodwin, Economist and Director of Portfolio Strategy at New York Life Investments for a timely market update. Lauren Goodwin is an Economist and Director of Portfolio Strategy at New York Life Investments. Lauren's work focuses on mapping global macro and capital markets trends...

Market Update: Knowledge Builds Conviction 23.02.2023 20:03

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the health of consumers, corporations, and the recent Federal Reserve activity.

Market Update: Surviving or Thriving 25.01.2023 21:06

Investment Advisor Representative Matthew A. Costanzo analyzes how a specific mindset can help us identify important planning tools to thrive during volatile times.

Market Update: Success versus Significance 11.01.2023 13:07

Investment Advisor Representative Matthew A. Costanzo provides a market recap to kick off 2023 and why he is focused on working towards significance over short-term success.

CFG 2022 State of the Union: Important Announcements 19.12.2022 18:39

Matthew A. Costanzo is joined by Andrew J. Costanzo, Jr. to reflect on this past year, review important firm announcements and deliver a special holiday message from the CFG team.

Market Update: Setting Expectations with Matthew A. Costanzo 05.12.2022 13:17

Investment Advisor Representative Matthew Costanzo provides a market recap for November, the Federal Reserve's speech and a look forward into 2023.

Post-Midterms Market Update with Matthew A. Costanzo 16.11.2022 13:13

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew Costanzo provides some context to how the midterm elections will impact how we view the markets.