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

Important Market Update: Part 2 09.03.2020 18:32

Matthew A. Costanzo further contextualizes the drivers behind the recent market volatility, addresses the potential impact to your portfolios and lays out our plan for managing risk over the coming months.

Important Market Update 02.03.2020 15:50

Matthew A. Costanzo provides an update on current market conditions.

Market Update with BlackRock's Kate Moore 15.01.2020 19:15

BlackRock's head of Thematic Strategy for the Global Allocation Fund, Kate Moore, joins Matthew A. Costanzo to discuss what lies ahead for the United States and Global economies at the outset of 2020.

Andy's Year-End Recap 18.12.2019 23:39

Andrew J. Costanzo, Jr. joins Mitchell Stehly to provide a detailed reflection of 2019 and discuss what our team is striving to accomplish in 2020.

Investment & Retirement Planning Lifecycle - Roundtable Discussion 04.10.2019 25:57

Andrew J. Costanzo, Jr., Matthew A. Costanzo, Brian D. Dick and Mitchell Stehly analyze the asset accumulation phase, the appropriate time to begin preparing for retirement and some key tools to assist you in managing retirement income over a lifetime.

Education Planning 16.08.2019 21:43

Brian D. Dick and Matthew A. Costanzo address two very important areas that are central to the family finance conversation: the "money talk" and education saving plans.

Legacy and Estate Planning 17.07.2019 25:08

Andrew J. Costanzo, Jr. joins the show to reinforce important estate planning concepts and their relevance to the Investment and Retirement Planning process.

Risk Management 08.05.2019 32:45

Matthew A. Costanzo joins the show to outline the tools necessary to insulate your retirement plan and investment management strategy from emerging risk. How do we make sure that your retirement income is durable over a 20 to 30-year period and is not dramatically impacted by any number of factors that a family may face over the course of their lives?

Constructing Your Investment Strategy 13.03.2019 35:24

Andrew J. Costanzo, Jr. and Matthew A. Costanzo lead a roundtable discussion regarding best practices to consider when designing a comprehensive investment strategy that aims to serve your short, medium and long-term financial objectives. The panel discusses the role that the investment strategy plays in the retirement planning process and how it needs to be managed over time.

CFG Podcast Series: Introductory Episode 06.02.2019 11:46

A preview to what is to come with the CFG Podcast Series.