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The CFG Podcast Series: Retirement Planning & Investment Management

The CFG Podcast Series: Retirement Planning & Investment Management

Hosted by Costanzo Financial Group (CFG)

Episodes

85

Latest episode

Apr 2026

Language

EN

About the show

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

Listen to episodes

60 recent
April 15, 2026Episode 8555 min

Be Like Water

Today's episode features Jacob Gerber, who is an equity and multi-asset investment director at the Capital Group. Jacob will cover investment themes for 2026 and how the economy is processing all the news from the first quarter.

September 16, 2025Episode 8414 min

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.

April 14, 2025Episode 8314 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.

April 3, 2025Episode 8212 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.

March 14, 2025Episode 8111 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.

February 20, 2025Episode 8013 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.

December 27, 2024Episode 7918 min

2024 Year in Review

In this latest episode of the CFG Podcast Series, Registered Principal Andrew J. Costanzo, Jr. and Investment Advisor Representative Matthew A. Costanzo reflect on 2024 and outline what is on the horizon in 2025.

October 22, 2024Episode 7815 min

No Time Like Showtime

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo reviews the upcoming political election and how specific policy could impact the markets over the next year.

August 12, 2024Episode 7712 min

Market Update: Case of the Monday's

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo reviews the economy and how recent volatility could impact investors outlook over the coming months.

April 22, 2024Episode 669 min

Market Update: Groundhog Day

In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo reviews the most recent events in our economy and if the markets will see its volatility shadow.

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