18 episodes

Join us in the CFG Podcast Series as we explore the important concepts necessary to construct a comprehensive, long-term retirement plan and investment strategy.

For over 50 years, Costanzo Financial Group (CFG) has been serving as a trusted financial advisor. Our team is dedicated to delivering exceptional care to individuals and families who value long-term retirement planning and investment management services.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

The CFG Podcast Series: Retirement Planning Costanzo Financial Group (CFG)

    • Business
    • 4.9, 8 Ratings

Join us in the CFG Podcast Series as we explore the important concepts necessary to construct a comprehensive, long-term retirement plan and investment strategy.

For over 50 years, Costanzo Financial Group (CFG) has been serving as a trusted financial advisor. Our team is dedicated to delivering exceptional care to individuals and families who value long-term retirement planning and investment management services.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

    IMU Part 10: What Does Recovery Look Like?

    IMU Part 10: What Does Recovery Look Like?

    Andrew J. Costanzo Jr. and Matthew A. Costanzo bring you up to speed on what we have seen in the markets and economy since our last market update.
    Why has the market risen when nothing is certain? Unemployment rates remain staggeringly high – what has happened and where do we go from here? How have recent stimulus packages impacted the outlook of the economy? And of course, how do all of these factors impact the management of your portfolios?

    • 35 min
    IMU Part 9: Managing your Mindset

    IMU Part 9: Managing your Mindset

    Andrew J. Costanzo Jr., Matthew A. Costanzo and two very special guests review the market events over the past weeks and emphasize the importance of managing your mindset in uncertain times.  Economic recovery does not have to be complex if we stick to the fundamentals of simplicity and consistency.

    • 26 min
    IMU Part 8: Light at the End of the Tunnel?

    IMU Part 8: Light at the End of the Tunnel?

    Andrew J. Costanzo Jr. and Matthew A. Costanzo review and discuss the market events over the past week, our greatest economic challenges going forward, what industries will lead us out of this and what that will recovery process will look like. Matthew and Andrew also provide additional context to this bear market and reinforce the necessary tools to navigate your Investment and Retirement plans during periods of volatility.

    • 24 min
    IMU Part 7: Keep Your Eyes on The Horizon

    IMU Part 7: Keep Your Eyes on The Horizon

    Andrew J. Costanzo Jr. and Matthew A. Costanzo review and discuss the market events over the past week, CFG’s strategies for dealing with market volatility and the impact of recent legislation on your Investment and Retirement Planning efforts.

    • 20 min
    IMU Part 6 with Andrew J. Costanzo, Jr and Matthew A. Costanzo

    IMU Part 6 with Andrew J. Costanzo, Jr and Matthew A. Costanzo

    Andrew J. Costanzo Jr. and Matthew A. Costanzo review the market events over the past week and discuss why it’s important to have more context and data before using words like “recession.” Additionally, Andrew and Matthew discuss how economic anxiety and partisanship can distort the messages we need to hear.

    • 30 min
    You Can Count on Us: IMU Part 5

    You Can Count on Us: IMU Part 5

    Matthew A. Costanzo reviews the events over the past week, the impact of COVID-19 on the global economy, how this market compares to others and what steps our organization has taken to ensure continuity of service.

    • 20 min

Customer Reviews

4.9 out of 5
8 Ratings

8 Ratings

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