Podcasts by The CFG Podcast Series: Retirement Planning

Market Update: Upgrade or Downgrade? from 2023-08-22T15:10:36

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses this most recent market cycle.

Market Update: Remember This Moment from 2023-07-12T20:26:03

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Debt Ceiling: It Could Rain from 2023-05-25T15:49:40

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Market Update: Connecting to Your Purpose from 2023-05-08T18:46:05

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Market Update: Test of Endurance from 2023-04-14T16:01:10

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Market Update: Time Is Our Greatest Asset from 2023-03-15T16:57:59

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo interviews Lauren Goodwin, Economist and Director of Portfolio Strategy a...

Market Update: Knowledge Builds Conviction from 2023-02-23T16:36:50

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Market Update: Surviving or Thriving from 2023-01-25T19:05:42

Investment Advisor Representative Matthew A. Costanzo analyzes how a specific mindset can help us identify important planning tools to thrive during volatile times.

Market Update: Success versus Significance from 2023-01-11T18:00:58

Investment Advisor Representative Matthew A. Costanzo provides a market recap to kick off 2023 and why he is focused on working towards significance over short-term success.

CFG 2022 State of the Union: Important Announcements from 2022-12-19T16:05:41

Matthew A. Costanzo is joined by Andrew J. Costanzo, Jr. to reflect on this past year, review important firm announcements and deliver a special holiday message from the CFG team. 

Market Update: Setting Expectations with Matthew A. Costanzo from 2022-12-05T20:56:37

Investment Advisor Representative Matthew Costanzo provides a market recap for November, the Federal Reserve’s speech and a look forward into 2023. 

Post-Midterms Market Update with Matthew A. Costanzo from 2022-11-16T16:47:30

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew Costanzo provides some context to how the midterm elections will impact how we view the markets.

Market Update with Putnam Investments’ Chris Galipeau from 2022-11-02T14:01:59

Putnam Investments’ Senior Market Strategist, Chris Galipeau, joins Registered Representative Mitchell Stehly.

Mr. Galipeau is a Senior Market Strategist and the Team Leader of Capital Ma...

Market Update with New York Life Investments’ Lauren Goodwin from 2022-10-19T14:28:33

Lauren Goodwin is an Economist and Director of Portfolio Strategy at New York Life Investments. Lauren’s work focuses on mapping global macro and capital markets trends to asset management strat...

Market Update with SEI’s Matt Potter from 2022-10-17T14:42:58

Matt Potter is Director of Investment Services for Independent Advisor Solutions by SEI. Matt is responsible for supporting the delivery of advice-driven asset management solutions for SEI’s
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Market Update with WisdomTree Global CIO Jeremy Schwartz from 2022-10-05T16:19:21

Jeremy Schwartz oversees research across the WisdomTree equity index family. Prior to joining WisdomTree, Jeremy was Professor Jeremy Siegel's head research assistant and helped with the researc...

Legacy and Estate Planning with Capital Group’s Leslie Geller from 2022-09-21T14:31:29

Leslie Geller is a wealth strategist at Capital Group (American Funds). She has 15 years of industry experience and has been with Capital Group for three years. Prior to joining Capital, Leslie ...

Market Update with Invesco's Brian Levitt from 2022-09-15T13:37:21

Invesco Global Market Strategist, Brian Levitt, joins Investment Advisor Representative Matthew A. Costanzo in the latest episode of the CFG Podcast Series

Brian Levitt is responsible for...

Market Update with Capital Group’s Mario DiVito from 2022-08-29T16:56:49

American Funds (Capital Group) equity and multi-asset investment director, Mario DiVito, joins Investment Advisor Representative Matthew A. Costanzo in the latest episode of the CFG Podcast Seri...

Market Update with BlackRock’s Kurt Reiman from 2022-08-02T18:34:37

BlackRock’s Senior Strategist for North America, Kurt Reiman, joins Investment Advisor Representative Matthew A. Costanzo in the latest episode of the CFG Podcast Series.

Kurt Reiman, Man...

CFG News: Midyear Outlook from 2022-07-11T13:57:24

Investment Advisor Representative Matthew A. Costanzo provides a midyear outlook and looks ahead to what we can expect in the rest of 2022 in the latest episode of the CFG Podcast Series.

CFG News: Market Update from 2022-05-24T20:26:22

With recent volatility in the markets, Investment Advisor Representative Matthew A. Costanzo provides another market and economy update on the latest news. 

CFG News: Market Update Part Six with Matthew Costanzo from 2022-01-27T23:33:07

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo provides a market and economy update

CFG News: Market Update Part Five with Matthew Costanzo from 2022-01-14T18:51:46

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo provides a market and economy update:

CFG 2021 Year-End Recap from 2021-12-21T21:26:40

In this special episode of the CFG Podcast Series, Matthew A. Costanzo is joined by Andrew...

CFG News: Market Update Part Four with Matthew Costanzo from 2021-12-09T18:37:29

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo provides a market and economy update.

CFG News: Market Update Part Three with Matthew Costanzo from 2021-12-01T17:39:25

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo provides a market and economy update.

CFG News: Market Update Part Two with Matthew Costanzo from 2021-11-18T19:57:44

In part two of CFG News Updates, Investment Advisor Representative Matthew A. Costanzo provides a market and economy update.

Market Update with Capital Group’s David Polak from 2021-11-05T03:27:06

In this edition of the CFG Podcast Series, Mitchell Stehly is joined by Capital Group's Da...

CFG News: Market Update with Matthew Costanzo from 2021-10-29T14:39:02

Over the past year, we have been learning a lot from our listeners. We have found that our clients want to know more about current events and ultimately how that relates to their retirement plan...

Economic Update with BlackRock’s Tushar Yadava from 2021-09-21T00:58:51

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo is joined by BlackRock’s Director of Multi-Asset Strategy & Solutions & Senior Strategist for the...

The Psychology of Investing from 2021-08-24T17:12:30

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to conclude our short summer series. In this episode, we discuss the psycho...

Information Security with Mathew A. Costanzo from 2021-08-11T20:53:13

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to continue our new series in which we will release short episodes on curre...

Comparing the Economy Pre-Pandemic and Post-Pandemic from 2021-07-29T14:14:38

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to continue our new series in which we will release short episodes on curre...

Cryptocurrency with Mathew A. Costanzo from 2021-07-27T14:32:49

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to continue our new series in which we will release short episodes on curre...

Employee Savings Plans from 2021-07-14T19:14:45

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to continue our new series in which we will release short episodes on curre...

Market 101 with Mathew A. Costanzo from 2021-07-12T18:18:42

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to continue our new series in which we will release short episodes on curre...

Low Interest Savings Accounts from 2021-07-01T14:46:53

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to continue our new series in which we will release short episodes on curre...

Supply Chain Triggers Rising Costs and Loss of Customer Experience from 2021-07-01T14:41:40

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to continue our new series in which we will release short episodes on curre...

Government Spending Discussion with Matthew A. Costanzo from 2021-06-17T19:37:33

In this episode of the CFG Podcast Series, Investment Advisor Representative
Matthew A. Costanzo joins Mitchell Stehly to continue our new series in which we
will release short episo...

Inflation Discussion with Matthew A. Costanzo from 2021-06-15T13:57:47

In this episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo joins Mitchell Stehly to kick off a new series in which we will release short episodes on current...

Approaching Retirement with Andrew J. Costanzo, Jr. from 2021-04-28T04:48:32

In this episode of the CFG Podcast Series, Andrew J. Costanzo Jr. joins Mitchell Stehly to continue our series on the financial planning lifecycle, this time focusing on what you should be think...

Economic Update with BlackRock’s Kurt Reiman from 2021-03-18T19:34:15

BlackRock’s Kurt Reiman joins Investment Advisor Representative Matthew Costanzo for an important economic and market update.

Kurt Reiman, Managing Director, is a member of the BlackRock ...

Maximizing Your Prime Earning Years with Matthew Costanzo and Mitchell Stehly from 2021-03-05T20:38:48

In this episode of the CFG Podcast Series, Matthew A. Costanzo joins Mitchell Stehly to provide a mark...

The Planning Lifecycle with Matthew Costanzo and Mitchell Stehly from 2021-02-10T17:55:35

Matthew A. Costanzo joins Mitchell Stehly to provide a market update and discuss how you can actively prepare for each stage of the financial planning lifecycle.

CFG 2020 Year-End Recap from 2020-12-17T22:13:32

In this episode of the CFG Podcast Series, Matthew A. Costanzo is joined by Andrew J. Costanzo, Jr. to reflect on this past year’s challenges and successes. Additionally, included is a special m...

Election Series: Part Four with Matthew A. Costanzo from 2020-11-12T23:12:02

In part four of the Election Series, Matthew A. Costanzo provides a quick update on what we have seen since election night. Matt discusses its impact on the markets and economy as a whole and be...

Election Series: Part Three with BlackRock’s Kate Moore from 2020-10-23T18:03:36

In part three of the Election Series, BlackRock’s head of Thematic Strategy for the Global Allocation Team, Kate Moore, joins Matthew A. Costanzo to discuss what lies ahead for the United States...

Election Series: Part Two with American Funds' David Polak from 2020-09-29T19:34:06

Matthew A. Costanzo is joined by David Polak to continue our election series.

David Polak is an equity investment director at Capital Group (American Funds), leading the investment specia...

Election Series: Part One from 2020-09-23T21:32:25

In this episode of the CFG Podcast Series, Matthew A. Costanzo joins Mitchell Stehly to begin a new educational series focused on the upcoming election’s impact on the markets and economy as a w...

Market Update with Cetera’s Gene Goldman from 2020-08-10T20:01:02

Matthew A. Costanzo welcomes Cetera’s Chief Investment Officer & Director of Research, Gene Goldman to the podcast. 

Mr. Goldman has more than 26 years of experience in the development of...

Market Outlook with BlackRock’s Russ Koesterich, CFA, JD. from 2020-07-14T23:42:42

Matthew A. Costanzo and BlackRock's Russ Koesterich discuss the contrasts we see in our economy, how those contrasts are reported in the media and the overall impact on our investment strategies...

IMU Part 10: What Does Recovery Look Like? from 2020-06-19T22:23:57

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...

IMU Part 9: Managing your Mindset from 2020-05-07T20:27:46

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.  Ec...

IMU Part 8: Light at the End of the Tunnel? from 2020-04-17T18:34:32

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 a...

IMU Part 7: Keep Your Eyes on The Horizon from 2020-04-03T16:06:13

Andrew J. Costanzo Jr. and Matthew A. Costanzo review and discuss the market events over the past week, CFG’s strategies for de...

IMU Part 6 with Andrew J. Costanzo, Jr and Matthew A. Costanzo from 2020-03-27T18:32:53

Andrew J. Costanzo Jr. and Matthew A. Costanzo review the market events over the past week and discuss why it’s important to ha...

You Can Count on Us: IMU Part 5 from 2020-03-20T17:12:44

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 co...

Important Market Update: Part 4 with BlackRock’s Tim Miller from 2020-03-16T19:25:25

BlackRock’s Timothy J. Miller CFP, CIMA joins the show to discuss COVID-19’s impact on the global economy, the psychological impact on investor decision making and what we should expect in the c...

Important Market Update: Part 3 from 2020-03-13T20:32:20

Andrew J. Costanzo, Jr. joins Matthew A. Costanzo to provide additional context to the current market conditions. 

Important Market Update: Part 2 from 2020-03-09T03:03:49

Matthew A. Costanzo further contextualizes the drivers behind the recent market volatility, addresses the potential impact to your portfolios and lays out our plan for managing risk over the com...

Important Market Update from 2020-03-02T23:08:55

Matthew A. Costanzo provides an update on current market conditions. 

Market Update with BlackRock’s Kate Moore from 2020-01-15T17:17:02

BlackRock’s head of Thematic Strategy for the Global Allocation Fund, Kate Moore, joins Matthew A. Costanzo to discuss what lies ahead for the United States and Global economies at the outset of...

Andy’s Year-End Recap from 2019-12-18T17:18:20

Andrew J. Costanzo, Jr. joins Mitchell Stehly to provide a detailed reflection of 2019 and discuss what our team is striving to accomplish in 2020.  

Investment&Retirement Planning Lifecycle - Roundtable Discussion from 2019-10-04T15:44:46

Andrew J. Costanzo, Jr., Matthew A. Costanzo, Brian D. Dick and Mitchell Stehly analyze the asset accumulation phase, the appropriate time to begin preparing for retirement and some key tools to...

Education Planning from 2019-08-16T16:59:08

Brian D. Dick and Matthew A. Costanzo address two very important areas that are central to the family finance conversation: the “money talk” and education saving plans.

Legacy and Estate Planning from 2019-07-17T17:24:01

Andrew J. Costanzo, Jr. joins the show to reinforce important estate planning concepts and their relevance to the Investment and Retirement Planning process.

Risk Management from 2019-05-08T17:54:55

Matthew A. Costanzo joins the show to outline the tools necessary to insulate your retirement plan and investment management strategy from emerging risk. How do we make sure that your retirement...

Constructing Your Investment Strategy from 2019-03-13T15:34:28

Andrew J. Costanzo, Jr. and Matthew A. Costanzo lead a roundtable discussion regarding best practices to consider when designing a comprehensive investment strategy that aims to serve you...

CFG Podcast Series: Introductory Episode from 2019-02-06T22:22:29

A preview to what is to come with the CFG Podcast Series.