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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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January 2016 Coaching Call

January 2016 Coaching Call

This month Frank Congilose talks to John Henry, President of OBS Financial Services, to reflect on the 2015 market and discuss the current state of the market.

To learn more about C&A Financial Group,…

00:14:56  |   Thu 21 Jan 2016
December 2015 Coaching Call

December 2015 Coaching Call

This is the year end coaching call for 2015. Frank Congilose and David Suckey from the Institute of Responsible Wealth discuss some year end planning strategies.

To learn more about C&A Financial Grou…

00:14:57  |   Tue 15 Dec 2015
November 2015 Coaching Call: Tax Loss Harvesting

November 2015 Coaching Call: Tax Loss Harvesting

This month Frank invited Jake Rue, C&A Financial Group, into the studio to discuss tax loss harvesting 2015-13302 Exp 11/17

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

00:14:28  |   Wed 11 Nov 2015
September 2015 Coaching Call

September 2015 Coaching Call

This month David Mozeika, Managing Partner and Founder of Tomoro, joins Frank to discuss the topic of life insurance.

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

00:13:49  |   Fri 18 Sep 2015
August 2015 Coaching Call

August 2015 Coaching Call

This month John Henry, President and CEO of OBS Financial Services, joins us to discuss the current state of the market.

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

00:14:06  |   Mon 31 Aug 2015
July 2015 Coaching Call

July 2015 Coaching Call

Jaquelyn Weiland of Solutions Provided is in studio to talk about having the right mindset when it comes to building and enjoying wealth.

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

00:15:39  |   Mon 06 Jul 2015
June 2015 Coaching Call: Richard Pasick

June 2015 Coaching Call: Richard Pasick

This month Richard Pasick, advisor at C&A Financial Group, joins Frank to discuss the topic of Social Security.

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

00:11:54  |   Wed 03 Jun 2015
May 2015 Coaching Call

May 2015 Coaching Call

This month on our coaching call we have Michael Canarick, attorney at law, Canarick and Canarick. Frank and Mike discuss estate planning with different family dynamics and scenarios.

To learn more abo…

00:14:51  |   Tue 12 May 2015
April 2015 Coaching Call: Alex Ash of Matson Money

April 2015 Coaching Call: Alex Ash of Matson Money

Alex Ash, director of coaching with Matson Money, joins us this month to discuss some basic information on investing. Disclaimer: All investing involves risks and costs. Your adviser can provide you …
00:17:45  |   Wed 15 Apr 2015
March 2015: Wealth Protection

March 2015: Wealth Protection

Michael Canarick, Attorney at Law, Canarick and Canarick, joins Frank this month to discuss the key documents that people should be putting in place to help protect their finances.

To learn more about…

00:13:12  |   Tue 24 Mar 2015
Feb. 2015 Coaching Call: Asset Class

Feb. 2015 Coaching Call: Asset Class

John Henry, President and CEO of OBS Financial Services joins Frank on this month's episode to discuss asset class returns. OBS Financial Services, DFA, and John Henry are not affiliated with PAS, …
00:16:50  |   Mon 02 Feb 2015
Jan. 2015 Coaching Call: Goal Setting

Jan. 2015 Coaching Call: Goal Setting

This is our first monthly coach call! This month Frank Congilose and Jim Schepis discuss goals, the significance they can have, and some keys to properly setting your goals for the new year and the f…
00:17:50  |   Mon 05 Jan 2015
Ep. 108 Personal Perspective

Ep. 108 Personal Perspective

Jacqueline Weiland, Solutions Provided, is back in the studio this week. She along with Frank discuss personal perspective personal growth, leaving your comfort zone, living on purpose and creating …
00:17:02  |   Sat 22 Nov 2014
Ep 107 The Cost of College

Ep 107 The Cost of College

Sam Soprano joins us in studio this week to talk about the cost of a college education. We touch upon topics such as; Education costs. Student loan debt. Financing college cost. Go to school on purp…
00:17:04  |   Sat 15 Nov 2014
Ep. 106 Rate of Distribution

Ep. 106 Rate of Distribution

This week we talk about rate of distribution and managing how assets are distributed. . Living off interest, principal and interest, and annuitization. Social security benefits.

To learn more about …

00:16:53  |   Sat 08 Nov 2014
Ep. 105 The Purpose of Money

Ep. 105 The Purpose of Money

This week we talk about the purpose of money in our lives, changing the flow of your money to achieve financial balance.

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

00:17:04  |   Sat 01 Nov 2014
Ep. 104 Rate of Saving

Ep. 104 Rate of Saving

The topic this week is "rate of saving" and it includes talk about managing cash flow, establishing a spending plan, a plan of savings, managing credit card debt.

To learn more about C&A Financial Gro…

00:17:03  |   Sat 25 Oct 2014
Ep. 103 Myths and Truths

Ep. 103 Myths and Truths

Financial Planning month continues and this week we talk about Myths and truths about investing, timing the market, stability vs. volatility, investor behavior and where returns come from.

To learn mo…

00:17:03  |   Sat 18 Oct 2014
Ep. 101 The Financial Plan

Ep. 101 The Financial Plan

October is financial planning month. This week Sam Soprano is in studio to discuss with Frank why we need a financial plan, whats its purpose is, what it is comprised of, and how to develop a plan.

To…

00:17:09  |   Sat 04 Oct 2014
Ep 100 Permission Slip

Ep 100 Permission Slip

Our 100th episode. This week is the final week of life insurance awareness month. Frank and Dave talk about the permission slip this week, how owning life insurance allows some freedoms and flexibili…
00:16:45  |   Sat 27 Sep 2014
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