Ep. 84 Long Term Care Planning

John Spottke, long Term care specialist, joins Frank in studio this week to discuss long term care. In this episode they talk about , possible long term care events and how to plan for them. Long term care insurance and where financing come from, picking the right carrier and how much in benefits? Click here to listen to Podcast

Ep 83 Courage and Leadership

Jaquelyn Wieland of Solutions Provided is in studio with Frank this week. They talk about courage and leadership. Click here to listen to Podcast

Ep. 82 Disability Protection

Richard Pasick and Frank Congilose discuss work disability this week. They include statistics and facts about those who become disabled and are not able to work and what you can do to protect your finances in case of such an event. Click here to listen to Podcast

Ep 81 Estate Planning for Older Americans

This show Frank has tax attorney Michael Canarick on and they discuss estate planning for older Americans. Some topics include estate tax planning, protecting your estate, and important legal documents that should be in place and up to date. 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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© 2018 by Institute of Responsible Wealth

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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