Ep. 55 Affordable Health Care Act

This week's guest is Erin Brachlow of Benefit Mall. Erin and Frank discuss the Affordable Health Care Act, aka Obamacare. Click here to listen to Podcast

Ep. 54 The Financial Planning Process part 2

Frank, David, and Peter continue their discussion this week on "the financial planning process". The group this week discuss opportunities and challenges when it comes to seeking financial planning advice. Click here to listen to Podcast

Ep. 53 The Financial Planning Process

October is Financial Planning month. This week joining David and Frank is Peter Grandich of Trinity Sports and Financial Management, and author of Confessions of a Wall Street Wiz Kid. The group talks about "the Financial Planning Process" with a focus on challenges seen in the financial planning arena. Click here to listen to Podcast

Ep. 52 The Bucket Theory

David Suckey and Frank Congilose kick off financial planning month in this episode giving their experiences and knowledge of being financial planners. Click here to listen to Podcast

Interview Disclaimer:

The views and opinions expressed in the interviews are solely of the individuals and are not the views of The Institute of Responsible Wealth, C&A Financial Group, its parent affiliate, resources, or subsidiary companies. The following show is for informational purposes only. Individual situations vary and the information should be relied upon only when coordinated with individual professional advice.

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Institute of Responsible Wealth

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The Institute of Responsible Wealth is an educational division of C&A Financial Group, an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRASIPC.  PAS is a wholly-owned subsidiary of Guardian. The Institute of Responsible Wealth and C&A Financial Group are not affiliates or subsidiaries of PAS or Guardian.  

C & A Financial is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 2111 Rt. 34 South Wall, NJ 07719. (732) 528-4800 PAS is a wholly-owned subsidiary of Guardian. C & A Financial is not an affiliate or subsidiary of PAS or Guardian. Important Disclosures 

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