Discovering Responsible Wealth
Episodes
Ep 81 Estate Planning for Older Americans
10 May 2014
Contributed by Lukas
This show Frank has tax attorney Michael Canarick on and they discuss estate planning for older Americans. Some topics include estate tax planning, p...
Ep. 80 Financial Organization for Older Americans
03 May 2014
Contributed by Lukas
Patrick Kenny join Frank this week this week to focus on the topic of financial organization for seniors/ older Americans.To learn more about C&A...
Ep. 79 Children and teaching them about money.
26 Apr 2014
Contributed by Lukas
This week our show's topics to wrap up financial literacy month include teaching children about money, spending, and the importance of credit.To...
Ep 78 Stewardship - Holy Week
19 Apr 2014
Contributed by Lukas
Peter Grandich joins Frank for the 3rd week in financial literacy month. This show's main focus during holy week is stewardship. To learn more ab...
Ep. 77 Creating Value
12 Apr 2014
Contributed by Lukas
Week 2 of Financial Literacy Month. Frank and David discuss creating value. The value in the investments we make and how it relates to money and also ...
Ep. 76 Financial Literacy Month
05 Apr 2014
Contributed by Lukas
This week is the introduction to Financial Literacy Month. Also this week Jim Schepis joins Frank and David to discuss and give insight into Autism aw...
Ep. 75 Set Your Goals
29 Mar 2014
Contributed by Lukas
On the show this week Frank and Dave spend time talking about setting goals. Identifying purpose, short term and long term goals. Reflecting on the fi...
Ep. 74 Truths about Investing
22 Mar 2014
Contributed by Lukas
This week Frank discusses some of the truths about investing, rules of thumb, diversification and how a portfolio is put together among other investme...
Ep. 73 How the wealthy became wealthy.
15 Mar 2014
Contributed by Lukas
This week Frank and Dave discuss some of the opportunities and circumstances in which wealthy people became wealth. From self investment, education, e...
Ep. 72 Three Rs Q&A
08 Mar 2014
Contributed by Lukas
This week Frank and Dave answer some listener questions about rate of savings, return, and distribution.To learn more about C&A Financial Group, s...
Ep. 71 Rate of Distribution
01 Mar 2014
Contributed by Lukas
Frank and Dave discuss the final R in "the three Rs" this week, rate of distribution. Some of the areas touched upon are how money is distri...
Ep. 70 Rate of Saving
22 Feb 2014
Contributed by Lukas
This week Frank and Dave discuss more on "the three Rs" focusing more of the rate of saving. They also discuss corporate bonds, equity, stoc...
Ep. 69 The Three Rs, Rate of Return
08 Feb 2014
Contributed by Lukas
This week Frank introduces what he refers to as "the three Rs"; Rate of Return, Rate of Saving, and Rate of Distribution. This show focuses ...
Ep. 68 Social Security part 2
01 Feb 2014
Contributed by Lukas
Richard Pasick joins Frank this week to go into more detail about Social Security benefits and retirement.To learn more about C&A Financial Group,...
Ep. 67 Social Security Benefits
25 Jan 2014
Contributed by Lukas
This week Frank talks about Social Security benefits and how they play into an individual's retirement plan.To learn more about C&A Financial...
Ep. 66 Responsible Wealth Mindset
18 Jan 2014
Contributed by Lukas
What type of mindset do you have? Do you have a mindset of abundance or scarcity? In this week's show Frank and David discuss the responsible wea...
Ep. 65 The Purpose of Money
11 Jan 2014
Contributed by Lukas
Frank and Dave sit down in this week's episode to discuss the purpose of money. Some topics discussed are cash flow, asset protection, and financ...
Ep. 64 Wealth Building Blocks
04 Jan 2014
Contributed by Lukas
First episode of 2014. This week Frank kicks off the new year with investment specialist Scott Codacovi. Scott and Frank discuss what Frank refers to ...
Ep. 63 Three G
28 Dec 2013
Contributed by Lukas
On the final episode of 2013 Frank discusses the three Gs with David Suckey. The three Gs refer to God, gratitude, and giving.To learn more about C&a...
Ep. 63 Planning for Tax Season
21 Dec 2013
Contributed by Lukas
Art Chianese, tax attorney and CPA is in studio this week. He and Frank discuss preparing for tax season, getting your end of the year tax planning do...
Ep. 62 Economic Horizon
14 Dec 2013
Contributed by Lukas
Peter Grandich joins Frank again this week to discuss what could be on the economic horizon. Some topics of this show include: Markets, jobs, Obamacar...
Ep. 61 End of Year Planning
07 Dec 2013
Contributed by Lukas
Frank and David discuss end of the year planning of your finances. Some of the details of this topic include: Flexible spending accounts, HSAs, health...
Ep. 109 A Life of Balance
30 Nov 2013
Contributed by Lukas
This week Frank Congilose and David Suckey talk about living a life of balance. What is God's will in your life? How can we balance our life usin...
Ep. 60 Financial Organization
30 Nov 2013
Contributed by Lukas
Frank Congilose and David Suckey discuss the topic of year end financial organization on this week's show. Some of the details of this topic incl...
Ep. 59 Preparing for the Holiday Season
23 Nov 2013
Contributed by Lukas
Jaquelyn Weiland of Solutions Provided returns this week. She and Frank discuss preparing for the holiday season and making the right financial decisi...
Ep. 58 Wall Street Wiz Kid
16 Nov 2013
Contributed by Lukas
Peter Grandich of Grandich Publications and Author of Confessions of a Wall Street Wiz Kid joins Frank this week. The duo this week discuss the market...
Ep. 57 Preparing for Life Events
09 Nov 2013
Contributed by Lukas
How to we prepare for unexpected life events? Frank and David discuss this question on the show this week. They talk about how to prepare legally and ...
Ep. 56 Why Do We Work?
02 Nov 2013
Contributed by Lukas
"Why do we work?" Frank and David wrap up Financial Planning Month by answering the question "why do we work?" To learn more abou...
Ep. 55 Affordable Health Care Act
26 Oct 2013
Contributed by Lukas
This week's guest is Erin Brachlow of Benefit Mall. Erin and Frank discuss the Affordable Health Care Act, aka Obamacare.To learn more about C&am...
Ep. 54 The Financial Planning Process part 2
19 Oct 2013
Contributed by Lukas
Frank, David, and Peter continue their discussion this week on "the financial planning process". The group this week discuss opportunities a...
Ep. 53 The Financial Planning Process
12 Oct 2013
Contributed by Lukas
October is Financial Planning month. This week joining David and Frank is Peter Grandich of Trinity Sports and Financial Management, and author of Con...
Ep. 52 The Bucket Theory
05 Oct 2013
Contributed by Lukas
David Suckey and Frank Congilose kick off financial planning month in this episode giving their experiences and knowledge of being financial planners....
Ep. 51 Stewardship - Self Development
28 Sep 2013
Contributed by Lukas
Personal development month continues as Frank dives deeper into stewardship and how it can help your self development.To learn more about C&A Fina...
Ep. 50 Entrepreneurship Part 2
21 Sep 2013
Contributed by Lukas
Carla Fallone returns this week to continue her discussion on entrepreneurship with a focus on the question of "is entrepreneurship for you?"...
Ep. 49 Entrepreneurship - Personal Development
14 Sep 2013
Contributed by Lukas
Guest Carla Fallone shares her personal experience and knowledge as an entrepreneur this week in her discussion with Frank. Carla is the CEO of Fallon...
Ep. 48 Personal Development Month Kickoff
07 Sep 2013
Contributed by Lukas
Jaquelyn Wieland joins Frank again this week to introduce personal development month.To learn more about C&A Financial Group, schedule a meeting o...
Ep 47 Legacy Month Wrap Up
31 Aug 2013
Contributed by Lukas
For the Labor Day weekend show Frank wraps up legacy month by answering questions submitted by our audience. To learn more about C&A Financial Gro...
Ep. 46 Legacy Planning for Young Parents
24 Aug 2013
Contributed by Lukas
Legacy month continues. Frank and David discuss legacy planning for your parents. Being a young parent himself, David gives his advice and insight on ...
Ep. 45 Legacy Planning Part 2
17 Aug 2013
Contributed by Lukas
Frank and David continue their discussion on Legacy Planning this week. In this episode they go over some of the strategies and products that are avai...
Ep. 44 Legacy Planning Part 1
10 Aug 2013
Contributed by Lukas
Frank and David discuss Legacy Planning this week with an industry expert on some of the strategies and products that are available to assist in legac...
Ep. 43 Legacy and Influenence
03 Aug 2013
Contributed by Lukas
Jaquelyn Wieland is the guest for this week, the topic for this show is legacy and influence. To learn more about C&A Financial Group, schedule a ...
Ep 42 Parents/Sandwich Generation Part 3
20 Jul 2013
Contributed by Lukas
Michael Minton, Certified Long Term Care Specialist of the Long Term Care Specialist Group, joins Frank this week. Michael and Frank discuss the paren...
Ep. 41 Sandwich Generation Part 2
13 Jul 2013
Contributed by Lukas
Frank talks about the sandwich generation this week focusing on planning for your child's future.To learn more about C&A Financial Group, sch...
Ep. 37 Disability, Protecting your Income
15 Jun 2013
Contributed by Lukas
Frank is joined by Disability Specialist Richard Pasick this week. Richard talks about protecting your income in the event of an unexpected disability...
Ep. 36 Attitude and Choice
08 Jun 2013
Contributed by Lukas
Jaquelyn Weiland of Solutions Provided joins Frank again this week to discuss her new program Attitude and Choice.To learn more about C&A Financia...
Ep. 35 Power of Attorney
25 May 2013
Contributed by Lukas
Gary B. Garland, Esq, Certified Elder Law Attorney, returns this week to explain the power of attorney. He also discusses the different types of a pow...
Ep. 35 Asset Protection / Medicaid and Medicare Planning
18 May 2013
Contributed by Lukas
Gary B. Garland, Esq, a Certified Elder Law Attorney, joins us this week to talk about asset protection and medicare/medicaid planning.To learn more a...
Ep. 34 Medicare
11 May 2013
Contributed by Lukas
Medicare expert Dane Mihlon joins Frank this week to talk about Medicare. They go over the eligibility requirements for Medicare, the types and parts,...
Ep. 33 Michael Canarick, JD, LLM
04 May 2013
Contributed by Lukas
For this episode Frank invited Michael Canarick, JD, LLM to talk about estate planning. Michael talks about estate planning regarding older Americans,...
Ep. 32 Q&A Part 2 Distribution and Legacy
27 Apr 2013
Contributed by Lukas
This week Frank answers questions submitted by listeners about distribution and legacy.To learn more about C&A Financial Group, schedule a meeting...
Ep. 31 Q&A 1
20 Apr 2013
Contributed by Lukas
This week Frank answers questions asked by some of the listeners of the program.To learn more about C&A Financial Group, schedule a meeting or to ...
Ep. 30 Financial Literacy / Distribution
13 Apr 2013
Contributed by Lukas
How do we receive assets in our retirement years? Frank discusses social security, pensions, 401ks, and other retirement plans.To learn more about C&a...
Ep. 29 Financial Literacy / Accumulation
07 Apr 2013
Contributed by Lukas
Frank discusses the first step in his philosophy on financial literacy, accumulation. Here he talks about cash flow, budgeting, saving, steward ship a...
Ep. 28 College Athletics part 2
30 Mar 2013
Contributed by Lukas
Patti Adorna of Turn 2 Sports Consulting returns to continue her discussion with Frank. Patti and her company Turn 2 inform, assist, and prepare high ...
Ep. 27 College Athletics part 1
23 Mar 2013
Contributed by Lukas
Patti Adorna of Turn 2 Sports Consulting sits in with Frank this week. Patti and her company Turn 2 inform, assist, and prepare high school athletes g...
Ep. 26 Fellowship for Christian Athletes
16 Mar 2013
Contributed by Lukas
Harry Flaherty joins Frank this week. Harry is the FCA NJ State Director, and discusses what the FCA is and his experiences as a member in benefiting ...