The CFG Podcast Series: Retirement Planning & Investment Management

Podcast af Costanzo Financial Group (CFG)

engelsk

Business

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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. Andrew J. Costanzo Jr., Matthew A. Costanzo and Brian D. Dick - Registered representatives offering securities and advisory services through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Costanzo Financial Group conducts its business under Cetera Advisors LLC. 180 Swinderman Way, Suite 340, Wexford, PA 15090

Alle episoder

84 episoder

Sunset Signals

Matthew A. Costanzo, Investment Advisor Representative, kicks off a new season of the CFG Podcast Series with a discussion around the markets reaching new highs, the Federal reserve taking center stage and how corporate earnings shocked the system.

16. sept. 2025 - 14 min

Thrills & Chills

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses how Tariffs impacted the global economy and what drove these decisions.

14. apr. 2025 - 14 min

Rising Above The Tide

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses how the media narrative and market volatility could impact our retirement planning and investment management efforts.

3. apr. 2025 - 12 min

Ides of March

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo reviews the recent market volatility, the contributing factors and then prioritize what may impact our retirement planning and investment management efforts.

14. mar. 2025 - 11 min

Built to Last

Today's episode will cover the guidance coming from the Federal Reserve, the most recent job report, a re-cap of the first month in the market and how we should set our intention towards our investment management efforts in 2025.

20. feb. 2025 - 13 min

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