Discovering Responsible Wealth
Episodes
Housing Wealth in Retirement
19 Dec 2025
Contributed by Lukas
On this episode, guest speaker Don Graves of the Housing Wealth Institute dive into the world of reverse mortgages and how they can be a valuable fina...
Fourth Quarter 2025 Market Update with BlackRock
17 Dec 2025
Contributed by Lukas
On this episode, Frank Congilose of C&A Financial Group sits down with Mike Trudel of BlackRock to break down what actually drove a strong year fo...
Year End Tax Planning for Business Owners
24 Nov 2025
Contributed by Lukas
This session will provide business owners with practical strategies to reduce their tax burden and keep more of what they earn. We will explore common...
Quarterly Market Update with BlackRock
17 Apr 2025
Contributed by Lukas
With the first quarter of the year behind us, Frank Congilose, Managing Partner at C&A Financial Group, and Mike Trudel, Managing Director at Blac...
Savvy Social Security
10 Apr 2025
Contributed by Lukas
C&A Financial Group Senior Vice President, Richard Pasick speaks on important rules to know when collecting your Social Security retirement benefi...
Tying the Financial Knot (Podcast for Newlyweds)
14 Mar 2025
Contributed by Lukas
Understanding the role money plays in relationships is important to recognize early on as a couple. Whether you're just starting a life together ...
Market Update with BlackRock
30 Jan 2025
Contributed by Lukas
Frank Congilose, CEO and Managing Partner of C&A Financial Group hosts Mike Trudel, Managing Director of BlackRock where they share valuable persp...
Navigating Open Enrollment: Choosing Benefits That Work For You
06 Dec 2024
Contributed by Lukas
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 webi...
Last Check: Retirement Matters
11 Nov 2024
Contributed by Lukas
On this podcast episode, Frank Congilose stresses the importance of early retirement planning to maintain desired lifestyle post-retirement. Starting ...
Market Update with BlackRock
23 Oct 2024
Contributed by Lukas
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 o...
Retirement Matters
09 Oct 2024
Contributed by Lukas
Matthew Murphy is an expert on retirement and he challenges us to think about what really matters when in retirement. Retirement planning can be dif...
Top Strategies to Safeguard Your Income
08 Oct 2024
Contributed by Lukas
For Disability Insurance Awareness Month, C&A Financial CEO and Managing Director, Frank Congilose, and C&A Financial Group Senior Vice Presid...
Protecting What Matters: An Abundance Mindset
08 Oct 2024
Contributed by Lukas
Be the Beneficiary of Your Life's Work. CEO and Managing Partner of C&A Financial Group, Frank Congilose, hosts guest speaker and partner, Da...
Social Security: The Choice of a Lifetime
09 Sep 2024
Contributed by Lukas
On this podcast, C&A Financial Managing Partner and CEO Frank Congilose and guest speaker Tim O'Mara of Nationwide discuss the basics of soci...
Master the Art of Saving: Your Key to a Secure Retirement
09 Sep 2024
Contributed by Lukas
On this episode, C&A Financial Group Managing Partner and CEO Frank Congilose, hosts special guest and advisor, Brian Cunniff who shows us a uniqu...
Fundamentals of Estate Planning
09 Sep 2024
Contributed by Lukas
On this podcast, C&A Financial Group Managing Partner and CEO Frank Congilose and Financial Professional, Michael Canarick, JD, LLM will go over t...
March 2024 Coaching Call: Market Update with Mike Trudel of BlackRock
04 Mar 2024
Contributed by Lukas
Frank Congilose, Managing Partner at C&A Financial Group hosts Mike Trudel, Managing Director and Global Strategist at BlackRock, who shares his t...
August 2023 Coaching Call: Market Update with Mike Trudel of BlackRock
28 Aug 2023
Contributed by Lukas
Frank Congilose, Managing Partner at C&A Financial Group hosts Mike Trudel, Managing Director and Global Strategist at BlackRock, who shares his t...
May 2023 Coaching Call: Disability: Are You Financially Prepared?
06 Jun 2023
Contributed by Lukas
Without an income, you could quickly exhaust your family savings, undermining your family’s financial security. The money you’ve managed to put aw...
May 2023 Coaching Call: Perspectives Around the U.S. Debt Ceiling
30 May 2023
Contributed by Lukas
On this month's podcast, Frank Congilose and Bob Farrell discuss their perspective around the country's debt ceiling and what it means for t...
Podcast Replay: Financial Literacy Month (April 2019 Coaching Call)
13 Apr 2023
Contributed by Lukas
Frank Congilose and David Suckey of C&A Financial Group spend some time sharing their insights on financial literacy and how factors like educatio...
Podcast Replay: What Will Be Your Legacy?
23 Mar 2023
Contributed by Lukas
Frank Congilose, CEO and Managing Partner and Dave Suckey, Financial Advisor, both of C&A Financial discuss financial balance and your legacy, how...
March 2023: Perspectives on Finance and Economics with Mike Trudel of BlackRock
13 Mar 2023
Contributed by Lukas
Frank Congilose of C&A Financial Group and Guest Speaker Mike Trudel of BlackRock discuss market conditions and the perspective and outlook around...
Podcast: Becoming A Great Saver Replay
19 Jan 2023
Contributed by Lukas
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&...
October 2022 Market Update Coaching Call
05 Oct 2022
Contributed by Lukas
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 ...
Financial Wellness: Why it Should be Made a Priority in the Workplace
01 Aug 2022
Contributed by Lukas
Sam Soprano and Adina Abercrombie of C&A Financial Group discuss key points on the importance and benefits of implementing a Financial Wellness Pr...
August 2022 Coaching Call with Mike Trudel of BlackRock
22 Jul 2022
Contributed by Lukas
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...
July 2022 Coaching Call: Market Update and Inflation
14 Jul 2022
Contributed by Lukas
This month Frank Congilose and Bob Farrell, Investment Manager at Tomoro Financial, have a conversation about current inflation and how it is affectin...
May 2022 Coaching Call: Disability Income Awareness Month
29 Apr 2022
Contributed by Lukas
May is Disability Income Awareness Month. This month Richard Pasick, C&A Financial Group, joins Frank Congilose to give insight and helpful stra...
March 2022 Market Update
09 Mar 2022
Contributed by Lukas
Bob Farrell, Investment Manager at Tomoro Financial, returns this month to join Frank Congilose and discuss the volatility happening in the market.To ...
February 2022 Coaching Call: Interview with Russ Koesterich, BlackRock.
28 Jan 2022
Contributed by Lukas
This month Frank Congilose, C and A Financial Group, welcomes Russ Koesterich, CFA, JD, from BlackRock. At BlackRock Russ is Managing Director and por...
December 2021 Coaching Call: 2021 Retrospective
15 Dec 2021
Contributed by Lukas
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...
July 2021 Coaching Call: Annuities
07 Jul 2021
Contributed by Lukas
For July Frank Congilose has a conversation with Matt Downing, Regional VP at Allianz, about annuities. Together they share some general information a...
May 2021 Coaching Call: Disability Awareness Month
07 May 2021
Contributed by Lukas
May is Disability Awareness Month and Richard Pasick joins Frank Congilose. They give some insight, information, and strategies for protection when it...
May 2021 Market Update
28 Apr 2021
Contributed by Lukas
Frank Congilose, C&A Financial Group, and Bob Farrell, Tomoro Financial, sit down to discuss the current state of the market.2021-120504To learn m...
December 2020 Coaching Call: 2020 Retrospective
22 Dec 2020
Contributed by Lukas
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 l...
November 2020 Market Update
06 Nov 2020
Contributed by Lukas
Frank Congilose, C&A Financial Group, and Bob Farrell, Tomoro Financial, discuss the current state of the market and how the 2020 election has aff...
September 2020 Coaching Call: Adjusting to the "New Normal"
22 Sep 2020
Contributed by Lukas
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 h...
July 2020 Coaching Call/Summer Market Update
27 Jul 2020
Contributed by Lukas
This month Frank Congilose and Robert Farrell, Investment Manager at Tomoro Financial, discuss the current state of the markets, a future outlook, and...
March 2020 Coaching Call / Market Update
26 Feb 2020
Contributed by Lukas
On this episode Frank Congilose and Robert Farrell, Investment Manager at Tomoro Financial, sit down to provide some insight on the current state of t...
December 2019 Coaching Call Avoiding the Holiday Financial Hangover
10 Dec 2019
Contributed by Lukas
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 f...
August 2019 Coaching Call: Introducing Flo
14 Aug 2019
Contributed by Lukas
Flo is a brand new platform that assists in helping individuals achieve financial freedom. This month the creator of Flo, David Mozeika, joins Frank C...
May 2019 Coaching Call/Disability Awareness Month
28 May 2019
Contributed by Lukas
Richard Pasick joins Frank Congilose this month to discuss Disability Awareness. They give some insight, information, and strategies for protection wh...
March 2019 Coaching Call: Asset Protection Month
11 Mar 2019
Contributed by Lukas
March is asset protection month. Frank Congilose and David Suckey of C&A Financial Group discuss several different topics pertaining to asset prot...
November 2018 Coaching Call: Market Volatility and Behavioral Finance
02 Nov 2018
Contributed by Lukas
This month John Henry, President of OBS Financial Services, joins Frank Congilose to discuss the current market volatility, its technical aspects, and...
October 2018 Coaching Call: Estate Planning Month
03 Oct 2018
Contributed by Lukas
It's Estate Planning Month and Frank Congilose and Michael Canarick, JD, LLM discuss how to protect your life's work from unfriendly credito...
September 2018 Coaching Call: Life Insurance Awareness Month
12 Sep 2018
Contributed by Lukas
This month Frank Congilose and David Suckey have a discussion about life insurance, its benefits, and the different types of insurance available. ...
May 2018 Coaching Call - College Planning part 2
03 May 2018
Contributed by Lukas
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 studen...
April 2018 Coaching Call - College Planning part 1
23 Apr 2018
Contributed by Lukas
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...
February 2018 Coaching Call: Market Volatility
06 Feb 2018
Contributed by Lukas
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 F...
December 2017 Coaching Call
15 Dec 2017
Contributed by Lukas
Happy Holidays! Institute of Responsible Wealth coaches, Frank Congilose and David Suckey, discuss some year end planning strategies as well as some s...
November 2017 Coaching Call
01 Nov 2017
Contributed by Lukas
This month Frank Congilose discusses probate and non probate assets and how they are incorporated into current estate planning with Michael Canarick, ...
September 2017 Coaching Call: Life Insurance Awareness Month
22 Sep 2017
Contributed by Lukas
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...
June 2017 Coaching Call
21 Jun 2017
Contributed by Lukas
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...
May 2017 Coaching Call
09 May 2017
Contributed by Lukas
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...
April 2017 Coaching Call
01 Apr 2017
Contributed by Lukas
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 philoso...
March 2017 Coaching Call
20 Mar 2017
Contributed by Lukas
This month Frank and Dave talk about planned obsolescence, wealth eroding factors in life that can impact our finances. They discuss some strategies t...
September 2016 Coaching Call
22 Sep 2016
Contributed by Lukas
September is life insurance awareness month. This month David Suckey, C&A Financial Group joins Frank Congilose to discuss the purpose, amount, an...
August 2016 Coaching Call
29 Aug 2016
Contributed by Lukas
Jason Lamb, Shore Point Advisors and C&A Financial Group, joins Frank Congilose this month to discuss some concerns about past performance investi...
July 2016 Coaching Call
15 Jul 2016
Contributed by Lukas
Michael Canarick returns this month joining Frank to talk about estate planning with trusts and wills. 2018-61476 Exp. 6/20To learn more about C&...
June 2016 Coaching Call: Estate Tax
28 Jun 2016
Contributed by Lukas
On this episode Michael Canarick, JD, LLM, joins Frank to discuss estate taxes.To learn more about C&A Financial Group, schedule a meeting or to c...
April 2016 Coaching Call: Cash Flow
30 Apr 2016
Contributed by Lukas
On this episode Frank Congilose and David Suckey of C&A Financial Group discuss the topic of cash flow 2018-66887 To learn more about C&A Fin...
February 2016 Coaching Call
25 Feb 2016
Contributed by Lukas
This month Weston Wellington, Vice President of Dimensional Fund Advisors, joins Frank Congilose to talk about accumulating and building wealth using ...
January 2016 Coaching Call
21 Jan 2016
Contributed by Lukas
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 th...
December 2015 Coaching Call
15 Dec 2015
Contributed by Lukas
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 ...
November 2015 Coaching Call: Tax Loss Harvesting
11 Nov 2015
Contributed by Lukas
This month Frank invited Jake Rue, C&A Financial Group, into the studio to discuss tax loss harvesting 2015-13302 Exp 11/17To learn more about C...
September 2015 Coaching Call
18 Sep 2015
Contributed by Lukas
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 Fina...
August 2015 Coaching Call
31 Aug 2015
Contributed by Lukas
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 Fi...
July 2015 Coaching Call
06 Jul 2015
Contributed by Lukas
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...
June 2015 Coaching Call: Richard Pasick
03 Jun 2015
Contributed by Lukas
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 Financ...
May 2015 Coaching Call
12 May 2015
Contributed by Lukas
This month on our coaching call we have Michael Canarick, attorney at law, Canarick and Canarick. Frank and Mike discuss estate planning with differen...
April 2015 Coaching Call: Alex Ash of Matson Money
15 Apr 2015
Contributed by Lukas
Alex Ash, director of coaching with Matson Money, joins us this month to discuss some basic information on investing. Disclaimer: All investing invol...
March 2015: Wealth Protection
24 Mar 2015
Contributed by Lukas
Michael Canarick, Attorney at Law, Canarick and Canarick, joins Frank this month to discuss the key documents that people should be putting in place t...
Feb. 2015 Coaching Call: Asset Class
02 Feb 2015
Contributed by Lukas
John Henry, President and CEO of OBS Financial Services joins Frank on this month's episode to discuss asset class returns. OBS Financial Se...
Jan. 2015 Coaching Call: Goal Setting
05 Jan 2015
Contributed by Lukas
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 prope...
Ep. 108 Personal Perspective
22 Nov 2014
Contributed by Lukas
Jacqueline Weiland, Solutions Provided, is back in the studio this week. She along with Frank discuss personal perspective personal growth, leaving ...
Ep 107 The Cost of College
15 Nov 2014
Contributed by Lukas
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 de...
Ep. 106 Rate of Distribution
08 Nov 2014
Contributed by Lukas
This week we talk about rate of distribution and managing how assets are distributed. . Living off interest, principal and interest, and annuitization...
Ep. 105 The Purpose of Money
01 Nov 2014
Contributed by Lukas
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 Fi...
Ep. 104 Rate of Saving
25 Oct 2014
Contributed by Lukas
The topic this week is "rate of saving" and it includes talk about managing cash flow, establishing a spending plan, a plan of savings, mana...
Ep. 103 Myths and Truths
18 Oct 2014
Contributed by Lukas
Financial Planning month continues and this week we talk about Myths and truths about investing, timing the market, stability vs. volatility, investo...
Ep. 101 The Financial Plan
04 Oct 2014
Contributed by Lukas
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...
Ep 100 Permission Slip
27 Sep 2014
Contributed by Lukas
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 ...
Ep. 99 Types of Insurance
20 Sep 2014
Contributed by Lukas
This week Frank and Dave dive into the topic of the different types of life insurance available.To learn more about C&A Financial Group, schedule ...
Ep. 98 Amount of Coverage
13 Sep 2014
Contributed by Lukas
As life insurance awareness month continues Frank and David Suckey discuss the topic of what is the right amount of life insurance coverage and its us...
Ep. 97 Human Life Value
06 Sep 2014
Contributed by Lukas
September is Life Insurance Awareness Month. Frank and David have a discussion this wee on the purpose and uses of life insurance and how it relates t...
Ep. 96 Legacy- Being Happy
30 Aug 2014
Contributed by Lukas
This week we invited Carl Hicks, from the Growth Group, to join us on the topic of legacy with a focus on being happy and how it helps maintain a good...
Ep. 95 Legacy Planning
23 Aug 2014
Contributed by Lukas
This week attorney Bob Munoz is in studio. Frank and Bob have a discussion on memorializing and documenting your legacy. Bob discusses some of the imp...
Ep 94 What will be your legacy?
16 Aug 2014
Contributed by Lukas
We continue this week with legacy month. Frank and David Suckey discuss '"what will be your legacy?'" They dive into some topics t...
Ep. 93 Living on Purpose
09 Aug 2014
Contributed by Lukas
This week Jaquelyn Weiland of Solutions Provided is back in studio. She and Frank discuss how to get direction, writing down goals and creating a plan...
Ep. 92 Simplify Your Life
02 Aug 2014
Contributed by Lukas
Sam Soprano joins us this week to intoduce Legacy Month. This week we talk about simplifying your life by only making commitments that you can give y...
Ep. 91 Planning for the Sandwich Generation Move
26 Jul 2014
Contributed by Lukas
This show discusses a reoccurring topic we talk about, the sandwich generation. More specifically planning for your future move from the middle to the...
Ep. 90 Taking Care of Parents
19 Jul 2014
Contributed by Lukas
On this show Peter Grandich joins us in studio do discuss the topic of taking care of older parents. Planning for elder care and long term care facili...
Ep. 89 Freedom
05 Jul 2014
Contributed by Lukas
This week Frank and Dave discuss freedom, and giving thanks. They also go into having a mindset of prosperity instead of scarcity and how that impacts...
Ep. 87 Auto Insurance and Identity Theft
28 Jun 2014
Contributed by Lukas
Richard Hauswirth returns this week. He and Frank go deeper into the topics on automobile insurance. Some of these topics include youthful/ inexperien...
Ep. 86 Protecting your Property
21 Jun 2014
Contributed by Lukas
Richard Hauswirth of World Insurance joins Frank in studio this week. Together they discuss different types of insurance such as property and casualt...
Ep. 85 Life Insurance part 2
14 Jun 2014
Contributed by Lukas
In part 2 of Frank and Rob's discussion on life insurance they focus on the areas of the different types of insurance and how much insurance is ...
Ep. 85 Life Insurance part 1
07 Jun 2014
Contributed by Lukas
This week Frank and guest Robert Pendergist discuss life insurance. Topics include issues within the industry, the different products that are availab...
Ep 83 Courage and Leadership
24 May 2014
Contributed by Lukas
Jaquelyn Wieland of Solutions Provided is in studio with Frank this week. They talk about courage and leadership.To learn more about C&A Financial...
Ep. 82 Disability Protection
17 May 2014
Contributed by Lukas
Richard Pasick and Frank Congilose discuss work disability this week. They include statistics and facts about those who become disabled and are not ab...