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 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 how supply chain has triggered rising costs and the loss of the customer experience.


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 government spending.


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


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 thinking about when approaching retirement. Andy discusses what tools you can utilize to save for retirement, debt management, assessing the feasibility of your plan, diversification and asset allocation, estate planning, healthcare and much more.


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 Investment Institute (BII) and Senior Strategist for North America.


In this episode of the CFG Podcast Series, Matthew A. Costanzo joins Mitchell Stehly to provide a market update and discuss how you or someone you know can maximize the prime earning years stage of the financial planning lifecycle.


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.


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 message from our operations team as we prepare to turn the page to 2021.


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 begins to address what we can expect going forward.


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 and Global economies as we approach election day.