Discovering Responsible Wealth

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

Frank Congilose, Managing Partner at C&A Financial Group hosts Mike Trudel, Managing Director and...

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• 2 meses

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

Frank Congilose, Managing Partner at C&A Financial Group hosts Mike Trudel, Managing Director at...

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• 8 meses

May 2023 Coaching Call: Disability: Are You Financially Prepared?

Without an income, you could quickly exhaust your family savings, undermining your family’s...

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• 10 meses

May 2023 Coaching Call: Perspective Around the Debt Ceiling

On this month's podcast, Frank Congilose and Bob Farrell discuss important points  and...

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• 11 meses

Podcast Replay: What Will Be Your Legacy?

Frank Congilose, CEO and Managing Partner and Dave Suckey, Financial Advisor, both of C&A...

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• 1 año

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

Frank Congilose of C&A Financial Group and Guest Speaker Mike Trudel of BlackRock discuss market...

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• 1 año

Podcast Replay: Introducing Flo

Frank Congilose and Dave Mozeika, creator of FLO, discuss the structure and strategy of FLO, how...

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• 1 año

Podcast: Becoming A Great Saver Replay

On this #TBT podcast, Frank discusses the best way to develop a process around savings and why it...

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• 1 año

October 2022 Market Update Coaching Call

On this episode Frank Congilose and Bob Farrell discuss the current state of the market as we...

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• 1 año

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...

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• 1 año

August 2022 Coaching Call

This month Mike Trudel from Blackrock joins Frank Congilose to give some viewpoints on the...

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• 1 año

July 2022 Market Update Coaching Call

This month Frank Congilose and Bob Farrell, Investment Manager at Tomoro Financial, have a...

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• 1 año

May 2022 Coaching Call: Disability Income Awareness Month

May is Disability Income Awareness Month. This month Richard Pasick, C&A Financial Group,  joins...

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• 1 año

March 2022 Market Update

Bob Farrell, Investment Manager at Tomoro Financial, returns this month to join Frank Congilose...

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• +1 año

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

This month Frank Congilose, C and A Financial Group, welcomes Russ Koesterich, CFA, JD, from...

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• +1 año

December 2021 Coaching Call: 2021 Retrospective

In this episode Frank Congilose and David Suckey of C&A Financial Group look back at 2021 and...

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• +1 año

July 2021 Coaching Call: Annuities

For July Frank Congilose has a conversation with Matt Downing, Regional VP at Allianz, about...

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• +1 año

May 2021 Coaching Call: Disability Awareness Month

May is Disability Awareness Month and Richard Pasick joins Frank Congilose. They give some...

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• +1 año

May 2021 Market Update

Frank Congilose, C&A Financial Group, and Bob Farrell, Tomoro Financial, sit down to discuss the...

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• +1 año

December 2020 Coaching Call: 2020 Retrospective

This month Frank Congilose and David Suckey have a retrospective of 2020, and focus on the...

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• +1 año