The CFG Podcast Series

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.

It is our hope that this offering will allow us to bring additional context to our educational platform while also allowing us to build on our regular communications with our clients. Episodes will include regular conversations with our advisor team, institutional money managers discussing market conditions and other specific topics related to client interests. There is no video or additional software that needs to be downloaded with this series. Just select an episode below, turn up the volume on your device and enjoy.


In this edition of the CFG Podcast Series, Mitchell Stehly is joined by Capital Group’s David Polak to continue discuss the U.S. and global markets.

David Polak is an equity investment director at Capital Group, leading the investment specialist team for equities and representing a number of Capital Group’s global equity strategies. In addition, he is the global investment director for ESG. He has 36 years of investment industry experience and has been with Capital Group for 14 years. Prior to joining Capital Group, he was a managing director in the equity businesses of UBS and Deutsche Bank. He holds a bachelor’s degree in economics from University College London graduating with honors. David is based in New York.


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 planning and investment management efforts. To meet that need, we are moving forward with delivering a series of short episodes to keep you informed.

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


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 Target Allocation Portfolios, Tushar Yadava. Matt and Tushar discuss a variety of topics with a focus on the latest in the global and U.S. markets.


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 psychology of investing.


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 current issues and topics at the forefront of national conversations regarding the market and economy. In this episode, we discuss information security.


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 current issues and topics at the forefront of national conversations regarding the market and economy. In this episode, we discuss some key market and economy indicators as it relates to where we were pre-pandemic, during the pandemic and where we are now.


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 current issues and topics at the forefront of national conversations regarding the market and economy. In this episode, we discuss the basics of cryptocurrency.


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 current issues and topics at the forefront of national conversations regarding the market and economy. In this episode, we discuss employee savings plans.


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 current issues and topics at the forefront of national conversations regarding the market and economy. In this episode, we have a “Market 101” discussion in which we cover the basics of exchanges, indexing, investing, managing risk and more.


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 current issues and topics at the forefront of national conversations regarding the market and economy. In this episode, we discuss what we are seeing with low interest rates in savings accounts.