Ep. 75 Set Your Goals

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 first quarter of 2014 when it comes to your goals, and planning for the 2nd quarter of 2014. Identifying purpose, short term and long term goals Click here to listen to Podcast

Ep. 74 Truths about Investing

This week Frank discusses some of the truths about investing, rules of thumb, diversification and how a portfolio is put together among other investment topics. Click here to listen to Podcast

Ep. 73 How the wealthy became wealthy

This week Frank and Dave discuss some of the opportunities and circumstances in which wealthy people became wealth. From self investment, education, entrepreneurship, and the truth about investing their money. Click here to listen to Podcast

Ep. 72 Three Rs Q&A

This week Frank and Dave answer some listener questions about rate of savings, return, and distribution. Click here to listen to Podcast

Ep. 71 Rate of Distribution

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 distributed, providing income in retirement years, being a good steward, control of principal, and understanding products such as bonds and annuities. 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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