Ep. 60 Financial Organization

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 include; End of year statements, getting organized, and decision making for the end of the year and the beginning of the new year.. Click here to listen to Podcast

Ep. 59 Preparing for the Holiday Season

Jaquelyn Weiland of Solutions Provided returns this week. She and Frank discuss preparing for the holiday season and making the right financial decisions to avoid the holiday hangover. Click here to listen to Podcast

Ep. 58 Wall Street Wiz Kid

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 and some of the truths and myths of online trading. Click here to listen to Podcast

Ep. 57 Preparing for Life Events

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 financially for different unexpected life events. Click here to listen to Podcast

Ep. 56 Why Do We Work?

"Why do we work?" Frank and David wrap up Financial Planning Month by answering the question "why do we work?" 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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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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