Bedste Frank Congilose-podcasts (2024)

1
Market Update with BlackRock 21:27

8d ago21:27

21:27

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 impa…

1
Retirement Matters 47:22

22d ago47:22

47:22

Matthew Murphy is an expert on retirement and he challenges us to think about what really matters when in retirement. Retirement planning can be different for each person depending on the lifestyle you want to live in retirement. It is essential to plan for your last paycheck to maintain your desired lifestyle and planning early is encouraged. He a…

1
Top Strategies to Safeguard Your Income 24:03

23d ago24:03

24:03

For Disability Insurance Awareness Month, C&A Financial CEO and Managing Director, Frank Congilose, and C&A Financial Group Senior Vice President - Disability Insurance Specialist Rich Pasick discuss the most effective strategies for safeguarding your greatest asset, your income, against unexpected financial challenges, such as an illness or injury…

1
Protecting What Matters: An Abundance Mindset 39:06

23d ago39:06

39:06

Be the Beneficiary of Your Life's Work. CEO and Managing Partner of C&A Financial Group, Frank Congilose, hosts guest speaker and partner, David Suckey, as they dive deep into the key differences between a scarcity mindset and an abundance mindset. 2024-7080937.1 Exp 10/26 To learn more about C&A Financial Group, schedule a meeting or to consider a…

1
Social Security: The Choice of a Lifetime 52:54

2M ago52:54

52:54

On this podcast, C&A Financial Managing Partner and CEO Frank Congilose and guest speaker Tim O'Mara of Nationwide discuss the basics of social security. On this podcast, you will learn how to make the right choice when it comes to filing strategies and how to optimize your social security income; how to access the Social Security Assessment design…

1
Fundamentals of Estate Planning 40:49

2M ago40:49

40:49

On this podcast, C&A Financial Group Managing Partner and CEO Frank Congilose and Financial Professional, Michael Canarick, JD, LLM will go over the essential components of estate planning. Whether you are just beginning to think about your estate plan or looking to refresh your existing strategy, this session will help put you on a path towards pr…

1
Master the Art of Saving: Your Key to a Secure Retirement 48:00

2M ago48:00

48:00

On this episode, C&A Financial Group Managing Partner and CEO Frank Congilose, hosts special guest and advisor, Brian Cunniff who shows us a unique process around savings that can lead to a secure retirement. Disclosures: The following show is for informational purposes only. Individual situations may vary and the information should be relied upon …

1
March 2024 Coaching Call: Market Update with Mike Trudel of BlackRock 20:24

8M ago20:24

20:24

Frank Congilose, Managing Partner at C&A Financial Group hosts Mike Trudel, Managing Director and Global Strategist at BlackRock, who shares his thoughts on the U.S. economy. Frank and Mike also provide valuable insight and prospective around interest rates, inflation, recession and the current market. To learn more about C&A Financial Group or to …

1
August 2023 Coaching Call: Market Update with Mike Trudel of BlackRock 22:43

1y ago22:43

22:43

Frank Congilose, Managing Partner at C&A Financial Group hosts Mike Trudel, Managing Director and Global Strategist at BlackRock, who shares his thoughts on the U.S. economy. Frank and Mike also provide valuable insight and prospective around interest rates, inflation, recession and the current market. 2023-160482 To learn more about C&A Financial …

1
May 2023 Coaching Call: Disability: Are You Financially Prepared? 18:08

1+ y ago18:08

18:08

Without an income, you could quickly exhaust your family savings, undermining your family’s financial security. The money you’ve managed to put away for a vacation, the kids’ education, and your own retirement now has to be spent on gas, groceries, and other necessities. On this podcast, Katelyn Congilose shares her personal story of an unexpected …

1
May 2023 Coaching Call: Perspectives Around the U.S. Debt Ceiling 10:03

1+ y ago10:03

10:03

On this month's podcast, Frank Congilose and Bob Farrell discuss their perspective around the country's debt ceiling and what it means for the near future. 2023-156357 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 an…

1
Podcast Replay: Financial Literacy Month (April 2019 Coaching Call) 18:22

1+ y ago18:22

18:22

Frank Congilose and David Suckey of C&A Financial Group spend some time sharing their insights on financial literacy and how factors like education, accountability, and coaching are key. 2023-153968 Exp 04/25 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. …

1
Podcast Replay: What Will Be Your Legacy? 17:44

1+ y ago17:44

17:44

Frank Congilose, CEO and Managing Partner and Dave Suckey, Financial Advisor, both of C&A Financial discuss financial balance and your legacy, how to plan your income stream in retirement and how to protect it while leaving behind a legacy. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-str…

1
March 2023: Perspectives on Finance and Economics with Mike Trudel of BlackRock 22:06

1+ y ago22:06

22:06

Frank Congilose of C&A Financial Group and Guest Speaker Mike Trudel of BlackRock discuss market conditions and the perspective and outlook around our current economy. 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 an…

1
Podcast: Becoming A Great Saver Replay 10:02

2y ago10:02

10:02

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 consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

1
October 2022 Market Update Coaching Call 24:27

2y ago24:27

24:27

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

1
Financial Wellness: Why it Should be Made a Priority in the Workplace 17:05

2y ago17:05

17:05

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 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 …

1
August 2022 Coaching Call with Mike Trudel of BlackRock 27:36

2+ y ago27:36

27:36

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 B…

1
July 2022 Coaching Call: Market Update and Inflation 20:35

2+ y ago20:35

20:35

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 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 Y…

1
May 2022 Coaching Call: Disability Income Awareness Month 19:30

2+ y ago19:30

19:30

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…

1
March 2022 Market Update 17:55

2+ y ago17:55

17:55

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 meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

1
February 2022 Coaching Call: Interview with Russ Koesterich, BlackRock. 23:51

3y ago23:51

23:51

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 …

1
December 2021 Coaching Call: 2021 Retrospective 16:24

3y ago16:24

16:24

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 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 …

1
July 2021 Coaching Call: Annuities 16:58

3+ y ago16:58

16:58

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

1
May 2021 Coaching Call: Disability Awareness Month 13:50

3+ y ago13:50

13:50

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.Org 2021-120987 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strat…

1
May 2021 Market Update 15:38

3+ y ago15:38

15:38

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 to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

1
December 2020 Coaching Call: 2020 Retrospective 22:13

4y ago22:13

22:13

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 meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

1
November 2020 Market Update 20:02

4y ago20:02

20:02

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 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 an…

1
September 2020 Coaching Call: Adjusting to the "New Normal" 22:18

4y ago22:18

22:18

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 do to get some balance in our lives now as we adjust to the new normal? 2020-106080 To learn more about C&A Financial Group, schedule a meeting or to co…

1
July 2020 Coaching Call/Summer Market Update 23:51

4+ y ago23:51

23:51

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 our last market update. 2020-105697 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy…

1
March 2020 Coaching Call / Market Update 15:26

4+ y ago15:26

15:26

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 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 onlin…

1
December 2019 Coaching Call Avoiding the Holiday Financial Hangover 18:51

5y ago18:51

18:51

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. 2019-90460 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 …

1
August 2019 Coaching Call: Introducing Flo 14:12

5y ago14:12

14:12

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 Flo and how it differs from other platforms. https://www.livingflo.com/ 2019-84207 To learn more about C&A Financial Group, schedule a meeting or to c…

1
May 2019 Coaching Call/Disability Awareness Month 18:51

5+ y ago18:51

18:51

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

1
March 2019 Coaching Call: Asset Protection Month 14:49

5+ y ago14:49

14:49

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 cash flow. 2019-76094 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 inf…

1
November 2018 Coaching Call: Market Volatility and Behavioral Finance 18:26

6y ago18:26

18:26

This month John Henry, President of OBS Financial Services, joins Frank Congilose to discuss the current market volatility, its technical aspects, and behavioral finance. 2018-69439 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 Faceboo…

1
October 2018 Coaching Call: Estate Planning Month 14:58

6y ago14:58

14:58

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 meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

1
September 2018 Coaching Call: Life Insurance Awareness Month 17:46

6y ago17:46

17:46

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, 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…

1
May 2018 Coaching Call - College Planning part 2 10:40

6+ y ago10:40

10:40

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, 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…

1
April 2018 Coaching Call - College Planning part 1 15:12

6+ y ago15:12

15:12

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 options that are available to help alleviate a portion of the cost. 2018-58621 To learn more about C&A Financial Group, schedule a meeting or to consid…

1
February 2018 Coaching Call: Market Volatility 12:40

6+ y ago12:40

12:40

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 career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube…

1
December 2017 Coaching Call 19:58

7y ago19:58

19:58

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 what is our last coaching call of 2017. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strateg…

1
November 2017 Coaching Call 15:00

7y ago15:00

15:00

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 Law. 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 …

1
September 2017 Coaching Call: Life Insurance Awareness Month 20:26

7y ago20:26

20:26

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 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 YouT…

1
June 2017 Coaching Call 32:34

7+ y ago32:34

32:34

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.com for more information. Follow us online on Facebook, LinkedIn and YouTubeAf Frank Congilose

1
May 2017 Coaching Call 17:42

7+ y ago17:42

17:42

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 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 an…

1
April 2017 Coaching Call 13:41

7+ y ago13:41

13:41

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 are you invested for? 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 in…

1
March 2017 Coaching Call 14:39

7+ y ago14:39

14:39

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 protected. 2019-76070 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 inf…

1
September 2016 Coaching Call 18:14

8y ago18:14

18:14

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 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, Linked…

1
August 2016 Coaching Call 13:42

8y ago13:42

13:42

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 considered representative of the stock market as a whole. The index focuses on the large-cap segment of the U.S. equities market. Indices are unmanaged and on…

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