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Discovering Responsible Wealth - Podcast

Discovering Responsible Wealth

Discovering Responsible Wealth will help you discover the principles of Responsible Wealth – principles that can change your life, to be good stewards of all the God has blessed us with, and to live life to its fullest potential.Frank’s message is simple: Finances have an impact on every aspect of your life. However, to have the life that God desires for us, your life must be in balance and money must be placed in the proper context. Discovering Responsible Wealth focuses on life’s “Wealth Building Blocks” – your faith, family, health, purpose and finances. Each week, our goal is to provide your with insight and information to help you make better informed financial decisions. The reality is that most of our actions are not in alignment with the outcomes in life that we desire. This is often true in many aspects of our life sometimes unknown to us. With the rapid pace of change in the world, you can’t afford to waste time, and you can’t afford to leave others responsible for your life or financial well-being. You have to take the time to understand the game, know the rules, and move ahead strategically if you expect to win. The game is constantly changing. You have to change too, from a casually involved participant, to the captain of your team. In the end, we want to help you discover, build, and share a life of true wealth and meaning; a life strategically created through the principles of Responsible Wealth.

Finance Money Health Spirituality Career Business Self-Help Purpose Education
Update frequency
every 30 days
Average duration
18 minutes
Episodes
153
Years Active
2013 - 2025
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Podcast: Becoming A Great Saver Replay

Podcast: Becoming A Great Saver Replay

On this #TBT podcast, Frank discusses the best way to develop a process around savings and why it is important to start early. 

To learn more about C&A Financial Group, schedule a meeting or to consid…

00:10:02  |   Thu 19 Jan 2023
October 2022 Market Update Coaching Call

October 2022 Market Update Coaching Call

On this episode Frank Congilose and Bob Farrell discuss the current state of the market as we enter the 4th quarter of 2022. Frank and Bob reflect on how the year has been so far and provide and outl…

00:24:27  |   Wed 05 Oct 2022
Financial Wellness: Why it Should be Made a Priority in the Workplace

Financial Wellness: Why it Should be Made a Priority in the Workplace

Sam Soprano and Adina Abercrombie of C&A Financial Group discuss key points on the importance and benefits of implementing a Financial Wellness Program in the workplace. 

To learn more about C&A Finan…

00:17:05  |   Mon 01 Aug 2022
August 2022 Coaching Call with Mike Trudel of BlackRock

August 2022 Coaching Call with Mike Trudel of BlackRock

This month Mike Trudel of BlackRock and Frank Congilose share their perspectives on the current state of the market, the impact on the economy and GDP and how to move forward.  They give insight to t…

00:27:36  |   Fri 22 Jul 2022
July 2022 Coaching Call: Market Update and Inflation

July 2022 Coaching Call: Market Update and Inflation

This month Frank Congilose and Bob Farrell, Investment Manager at Tomoro Financial, have a conversation about current inflation and how it is affecting the markets.

To learn more about C&A Financial G…

00:20:35  |   Thu 14 Jul 2022
May 2022 Coaching Call: Disability Income Awareness Month

May 2022 Coaching Call: Disability Income Awareness Month

May is Disability Income Awareness Month. This month Richard Pasick, C&A Financial Group,  joins Frank Congilose to give insight and helpful strategies for protection when it comes to planning for an…

00:19:30  |   Fri 29 Apr 2022
March 2022 Market Update

March 2022 Market Update

Bob Farrell, Investment Manager at Tomoro Financial, returns this month to join Frank Congilose and discuss the volatility happening in the market.

To learn more about C&A Financial Group, schedule a …

00:17:55  |   Wed 09 Mar 2022
February 2022 Coaching Call: Interview with Russ Koesterich, BlackRock.

February 2022 Coaching Call: Interview with Russ Koesterich, BlackRock.

This month Frank Congilose, C and A Financial Group, welcomes Russ Koesterich, CFA, JD, from BlackRock. At BlackRock Russ is Managing Director and portfolio manager, and is a member of the Global All…

00:23:51  |   Fri 28 Jan 2022
December 2021 Coaching Call: 2021 Retrospective

December 2021 Coaching Call: 2021 Retrospective

In this episode Frank Congilose and David Suckey of C&A Financial Group look back at 2021 and discuss some lessons learned and takeaways from this past year.
2021-131200

To learn more about C&A Financi…

00:16:24  |   Wed 15 Dec 2021
July 2021 Coaching Call: Annuities

July 2021 Coaching Call: Annuities

For July Frank Congilose has a conversation with Matt Downing, Regional VP at Allianz, about annuities. Together they share some general information about types of annuity products such as variable a…

00:16:58  |   Wed 07 Jul 2021
May 2021 Coaching Call: Disability Awareness Month

May 2021 Coaching Call: Disability Awareness Month

May is Disability Awareness Month and Richard Pasick joins Frank Congilose. They give some insight, information, and strategies for protection when it comes to planning for an unexpected disability.

w…

00:13:50  |   Fri 07 May 2021
May 2021 Market Update

May 2021 Market Update

Frank Congilose, C&A Financial Group, and Bob Farrell, Tomoro Financial, sit down to discuss the current state of the market.

2021-120504

To learn more about C&A Financial Group, schedule a meeting or …

00:15:38  |   Wed 28 Apr 2021
December 2020 Coaching Call: 2020 Retrospective

December 2020 Coaching Call: 2020 Retrospective

This month Frank Congilose and David Suckey have a retrospective of 2020, and focus on the positives of the year and the lessons it has taught us.

To learn more about C&A Financial Group, schedule a m…

00:22:13  |   Tue 22 Dec 2020
November 2020 Market Update

November 2020 Market Update

Frank Congilose, C&A Financial Group, and Bob Farrell, Tomoro Financial, discuss the current state of the market and how the 2020 election has affected it. 

2020-111827

To learn more about C&A Financia…

00:20:02  |   Fri 06 Nov 2020
September 2020 Coaching Call: Adjusting to the

September 2020 Coaching Call: Adjusting to the "New Normal"

What can we do to get some balance in our lives now as we adjust to the new normal? This month life coach Brett Michener joins Frank Congilose about how COVID-19 has affected our lives. What can we d…

00:22:18  |   Tue 22 Sep 2020
July 2020 Coaching Call/Summer Market Update

July 2020 Coaching Call/Summer Market Update

This month Frank Congilose and Robert Farrell, Investment Manager at Tomoro Financial, discuss the current state of the markets, a future outlook, and what has happened over the past few months since…

00:23:51  |   Mon 27 Jul 2020
March 2020 Coaching Call / Market Update

March 2020 Coaching Call / Market Update

On this episode Frank Congilose and Robert Farrell, Investment Manager at Tomoro Financial, sit down to provide some insight on the current state of the market and the volatility we are seeing.

To lea…

00:15:26  |   Wed 26 Feb 2020
December 2019 Coaching Call Avoiding the Holiday Financial Hangover

December 2019 Coaching Call Avoiding the Holiday Financial Hangover

As 2019 comes to a close Frank Congilose and David Suckey of C&A Financial Group sit down to discuss some year end planning and how to avoid the financial stress that the holidays can bring.

2019-9046…

00:18:51  |   Tue 10 Dec 2019
August 2019 Coaching Call: Introducing Flo

August 2019 Coaching Call: Introducing Flo

Flo is a brand new platform that assists in helping individuals achieve financial freedom. This month the creator of Flo, David Mozeika, joins Frank Congilose to discuss the structure and strategy of…

00:14:12  |   Wed 14 Aug 2019
May 2019 Coaching Call/Disability Awareness Month

May 2019 Coaching Call/Disability Awareness Month

Richard Pasick joins Frank Congilose this month to discuss Disability Awareness. They give some insight, information, and strategies for protection when it comes to planning for an unexpected disabil…

00:18:51  |   Tue 28 May 2019
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