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Discovering Responsible Wealth

Discovering Responsible Wealth

By: Frank Congilose
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 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.© 2025 Discovering Responsible Wealth Hygiene & Healthy Living
Episodes
  • Housing Wealth in Retirement

    Housing Wealth in Retirement
    Dec 19 2025

    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 financial tool for retirees and homeowners.

    Don speaks to key considerations, including the impact on inheritance, potential tax implications, and how to make a reverse mortgage part of a broader retirement strategy. We also address common misconceptions and provide practical advice for making informed decisions.

    7947522.1 Exp 5/27

    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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    43 mins
  • Fourth Quarter 2025 Market Update with BlackRock

    Fourth Quarter 2025 Market Update with BlackRock
    Dec 17 2025

    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 for stocks and bonds, how tariffs, inflation, AI, and interest rates are shaping the markets, and why volatility may return even as long-term fundamentals remain solid. From Fed rate cuts and tax rebates to housing, jobs, and where AI could unlock the next wave of profitability, this conversation offers timely insights.

    Recorded: Dec. 15, 2025
    8668255.1 Exp 12/27

    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.

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    Show More Show Less
    21 mins
  • Year End Tax Planning for Business Owners

    Year End Tax Planning for Business Owners
    Nov 24 2025

    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 tax-efficient opportunities, how to maximize contributions to retirement and savings plans, and ways to align personal and business finances for long-term success and overall financial health.

    8611757.1 Exp 11/27

    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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    1 hr and 1 min
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