Ep. 63 Three Gs

On the final episode of 2013 Frank discusses the three Gs with David Suckey. The three Gs refer to God, gratitude, and giving. Click here to listen to Podcast

Ep. 63 Planning for Tax Season

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 done. Some other topics of discussion are medical expenses, flexible spending accounts, home owner's deductions and credits, and tax harvesting. Click here to listen to Podcast

Ep. 62 Economic Horizon

Peter Grandich joins Frank again this week to discuss what could be on the economic horizon. Some topics of this show include: Markets, jobs, Obamacare/health insurance, and international economies. Click here to listen to Podcast

Ep. 61 End of Year Planning

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 deductibles, budgeting, dental plan limits, investment account re-balancing, tax issues, 401k plan matching contributions. 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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