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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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March 2019 Coaching Call: Asset Protection Month

March 2019 Coaching Call: Asset Protection Month

March is asset protection month. Frank Congilose and David Suckey of C&A Financial Group discuss several different topics pertaining to asset protection including; personal property, business, and ca…

00:14:49  |   Mon 11 Mar 2019
November 2018 Coaching Call: Market Volatility and Behavioral Finance

November 2018 Coaching Call: Market Volatility and Behavioral Finance

This month John Henry, President of OBS Financial Services, joins Frank Congilose to discuss the current market volatility, its technical aspects, and  behavioral finance.

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To learn more abou…

00:18:26  |   Fri 02 Nov 2018
October 2018 Coaching Call: Estate Planning Month

October 2018 Coaching Call: Estate Planning Month

It's Estate Planning Month and Frank Congilose and Michael Canarick, JD, LLM discuss how to protect your life's work from unfriendly creditors.

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

00:14:58  |   Wed 03 Oct 2018
September 2018 Coaching Call: Life Insurance Awareness Month

September 2018 Coaching Call: Life Insurance Awareness Month

This month Frank Congilose and David Suckey have a discussion about life insurance, its benefits, and the different types of insurance available. 2018-66204

To learn more about C&A Financial Group,…

00:17:46  |   Wed 12 Sep 2018
May 2018 Coaching Call  - College Planning part 2

May 2018 Coaching Call - College Planning part 2

This is the second part of our short series on college planning. On this episode Frank and Emily discuss post college finances and dealing with student loans.

To learn more about C&A Financial Group, …

00:10:40  |   Thu 03 May 2018
April 2018 Coaching Call - College Planning part 1

April 2018 Coaching Call - College Planning part 1

This month Emily Zeigler, C&A Financial Group, joins Frank Congilose in the studio to talk about planning for college. This first episode of a two part series focuses on the cost of college and some …
00:15:12  |   Mon 23 Apr 2018
February 2018 Coaching Call: Market Volatility

February 2018 Coaching Call: Market Volatility

This month John Henry, President of OBS Financial, joins Frank Congilose to discuss the current volatility in the market.

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

00:12:40  |   Tue 06 Feb 2018
December 2017 Coaching Call

December 2017 Coaching Call

Happy Holidays! Institute of Responsible Wealth coaches, Frank Congilose and David Suckey, discuss some year end planning strategies as well as some strategies for the beginning of the new year in wh…
00:19:58  |   Fri 15 Dec 2017
November 2017 Coaching Call

November 2017 Coaching Call

This month Frank Congilose discusses probate and non probate assets and how they are incorporated into current estate planning with Michael Canarick, JD, LLM, of Canarick and Canarick Attorneys at La…
00:15:00  |   Wed 01 Nov 2017
September 2017 Coaching Call: Life Insurance Awareness Month

September 2017 Coaching Call: Life Insurance Awareness Month

September is Life Insurance Awareness Month and on this episode Frank Congilose and David Suckey sit down to discuss some details and facts about life insurance.

To learn more about C&A Financial Gro…

00:20:26  |   Fri 22 Sep 2017
June 2017 Coaching Call

June 2017 Coaching Call

This month Steve Rubin, TAM Lending, Inc., joins Frank to discuss reverse mortgages.

To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.…

00:32:34  |   Wed 21 Jun 2017
May 2017 Coaching Call

May 2017 Coaching Call

In our May episode Frank Congilose and David Suckey discuss planning for tomorrow. They explain the three "R"s which are the rates of saving, return, and distribution.

To learn more about C&A Financi…

00:17:42  |   Tue 09 May 2017
April 2017 Coaching Call

April 2017 Coaching Call

John Henry from OBS is back this month to talk with Frank about market fluctuations and corrections. They also talk about having a process and philosophy, why are you invested and what time periods a…
00:13:41  |   Sat 01 Apr 2017
March 2017 Coaching Call

March 2017 Coaching Call

This month Frank and Dave talk about planned obsolescence, wealth eroding factors in life that can impact our finances. They discuss some strategies to make sure our assets, income, and legacy are pr…

00:14:39  |   Mon 20 Mar 2017
September 2016 Coaching Call

September 2016 Coaching Call

September is life insurance awareness month. This month David Suckey, C&A Financial Group joins Frank Congilose to discuss the purpose, amount, and types of life insurance.

To learn more about C&A Fin…

00:18:14  |   Thu 22 Sep 2016
August 2016 Coaching Call

August 2016 Coaching Call

Jason Lamb, Shore Point Advisors and C&A Financial Group, joins Frank Congilose this month to discuss some concerns about past performance investing. S&P 500 Index is a market index generally cons…
00:13:42  |   Mon 29 Aug 2016
July 2016 Coaching Call

July 2016 Coaching Call

Michael Canarick returns this month joining Frank to talk about estate planning with trusts and wills. 2018-61476 Exp. 6/20

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

00:12:14  |   Fri 15 Jul 2016
June 2016 Coaching Call: Estate Tax

June 2016 Coaching Call: Estate Tax

On this episode Michael Canarick, JD, LLM, joins Frank to discuss estate taxes.

To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com f…

00:16:08  |   Tue 28 Jun 2016
April 2016 Coaching Call: Cash Flow

April 2016 Coaching Call: Cash Flow

On this episode Frank Congilose and David Suckey of C&A Financial Group discuss the topic of cash flow 2018-66887

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

00:19:44  |   Sat 30 Apr 2016
February 2016 Coaching Call

February 2016 Coaching Call

This month Weston Wellington, Vice President of Dimensional Fund Advisors, joins Frank Congilose to talk about accumulating and building wealth using a science based equilibrium strategy.

To learn mor…

00:17:52  |   Thu 25 Feb 2016
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