Ep. 95 Legacy Planning

This week attorney Bob Munoz is in studio. Frank and Bob have a discussion on memorializing and documenting your legacy. Bob discusses some of the important documents that are needed such as trusts and wills. Click here to listen to Podcast

Ep. 93 Living on Purpose

This week Jaquelyn Weiland of Solutions Provided is back in studio. She and Frank discuss how to get direction, writing down goals and creating a plan. Making choices and decisions to uncomplicated and unclutter your life. Click here to listen to Podcast

Ep. 92 Simplify Your Life

Sam Soprano joins us this week to intoduce Legacy Month. This week we talk about simplifying your life by only making commitments that you can give your all to. 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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