Discovering Responsible Wealth

By: Frank Congilose
  • Summary

  • 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.
    © 2024 Discovering Responsible Wealth
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Episodes
  • Navigating Open Enrollment: Choosing Benefits That Work For You
    Dec 6 2024

    Open enrollment is your opportunity to create a benefits package that truly fits your needs - but it's easy to overlook key details. On this webinar, C&A Financial CEO, Frank Congilose and C&A Financial Director, John Suckey discuss common mistakes to avoid, offer guidance on making the right selections to ensure you're fully prepared to maximize your benefits.

    Some of the topics discussed include:

    • Preparation
    • Health, Dental, and Vision Insurance
    • Flexible Spending Accounts (FSA) or Health Savings Accounts (HSA)
    • Life and Disability Insurance
    • Retirement Plans
    • Post Enrollment Tips

    2024-7402506.1 Exp 12/26

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

    Follow us online on Facebook, LinkedIn and YouTube

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    44 mins
  • Last Check: Retirement Matters
    Nov 11 2024

    On this podcast episode, Frank Congilose stresses the importance of early retirement planning to maintain desired lifestyle post-retirement. Starting early allows for better preparation and potentially more options in the future. He emphasizes the importance of considering various life factors that contribute to overall well-being and financial security.

    He speaks to distribution planning in retirement and recognizing so many factors that play a part in what matters in life- health, money, lifestyle, relationships, home, and retirement.

    2024-7257287.1 Exp 11/26

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

    Follow us online on Facebook, LinkedIn and YouTube

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    47 mins
  • Market Update with BlackRock
    Oct 23 2024

    With the election just weeks away and so much news surrounding both political and financial developments, it's natural for people to feel a mix of uncertainty and curiosity. On this podcast, Frank Congilose of C&A Financial Group hosts Mike Trudel of BlackRock will add valuable perspectives on market trends, economic stability, and the overall impact the election could have on the markets. Topics discussed on this podcast include: market overview, inflation, the job market, recession, bond market, and interest rates.

    2024-7209103.1 Exp 10/26

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

    Follow us online on Facebook, LinkedIn and YouTube

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    21 mins

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