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Discovering Responsible Wealth
Frank Congilose
154 episodes
1 month ago
This session will provide business owners with practical strategies to reduce their tax burden and keep more of what they earn. We will explore common tax-efficient opportunities, how to maximize contributions to retirement and savings plans, and ways to align personal and business finances for long-term success and overall financial health. 8611757.1 Exp 11/27 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more i...
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Health & Fitness
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All content for Discovering Responsible Wealth is the property of Frank Congilose and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
This session will provide business owners with practical strategies to reduce their tax burden and keep more of what they earn. We will explore common tax-efficient opportunities, how to maximize contributions to retirement and savings plans, and ways to align personal and business finances for long-term success and overall financial health. 8611757.1 Exp 11/27 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more i...
Show more...
Health & Fitness
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Podcast Replay: What Will Be Your Legacy?
Discovering Responsible Wealth
17 minutes
2 years ago
Podcast Replay: What Will Be Your Legacy?
Frank Congilose, CEO and Managing Partner and Dave Suckey, Financial Advisor, both of C&A Financial discuss financial balance and your legacy, how to plan your income stream in retirement and how to protect it while leaving behind a legacy. To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube
Discovering Responsible Wealth
This session will provide business owners with practical strategies to reduce their tax burden and keep more of what they earn. We will explore common tax-efficient opportunities, how to maximize contributions to retirement and savings plans, and ways to align personal and business finances for long-term success and overall financial health. 8611757.1 Exp 11/27 To learn more about C&A Financial Group, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more i...