Discovering Responsible Wealth
Discovering Responsible Wealth
Frank Congilose
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.
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 outlook and insight on where we could be headed.
Oct 5, 2022
24 min
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. 
Aug 1, 2022
17 min
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 topics such as market volatility, inflation and recession.Michael Trudel, CFA, JD, Managing Director, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group. He is a global strategist, primarily responsible for macro strategy and portfolio analysis.2022 141341
Jul 22, 2022
27 min
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.
Jul 14, 2022
20 min
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 unexpected disability.  The insights shared on this podcast include valuable information on how disability works, how to know if your group insurance is sufficient and key factors to look for when researching disability plans.   www.DisabilityCanHappen.Org2022-137507
Apr 29, 2022
19 min
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.
Mar 9, 2022
17 min
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 Allocation team.  In this episode Frank and Russ discuss the current state of the market, what has happened in the past two years during the pandemic, and some insight into the direction of the market going forward.2022 -132935.
Jan 28, 2022
23 min
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
Dec 15, 2021
16 min
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 annuities and RILAs and strategies as to how they can be used in distribution planning.2021-123718
Jul 7, 2021
16 min
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.www.DisabilityCanHappen.Org2021-120987
May 7, 2021
13 min
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