The CFG Podcast Series: Retirement Planning: Recent Episodes
Costanzo Financial Group (CFG)
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.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo launches our 2024 CFG Investment Theme Party.
In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the disconnect between the media and investor in assessing the health of today’s economy.
In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo recaps 2023 for the markets and sets the stage for 2024.
In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses this most recent market cycle.
In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses this market cycle.
In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the debt ceiling negotiations and potential outcomes.
In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the most recent interest rate hike from the Federal Reserve and other important economic activity.
In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the headlines over the past month and how the markets have responded.
In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo interviews Lauren Goodwin, Economist and Director of Portfolio Strategy at New York Life Investments for a timely market update.
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 strategy. She is responsible for economic and market research, asset allocation, and thought leadership, providing regular insights through multi-media coverage and as host of the firm’s economic and market podcast, Market Matters. Lauren regularly represents firm at conferences and as spokesperson in television and print media outlets such as: Bloomberg, CNBC, the New York Times, Nikkei and Barron’s.
In the latest episode of the CFG Podcast Series, Investment Advisor Representative Matthew A. Costanzo discusses the health of consumers, corporations, and the recent Federal Reserve activity.
Investment Advisor Representative Matthew A. Costanzo analyzes how a specific mindset can help us identify important planning tools to thrive during volatile times.
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.
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.
Investment Advisor Representative Matthew Costanzo provides a market recap for November, the Federal Reserve’s speech and a look forward into 2023.
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.
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 Market Strategies in the Global Investment Strategies group. He is responsible for communicating Putnam's investment views and opinions to internal and external clients. Additionally, Mr. Galipeau leads the team's research efforts and shares key insights on the economy and financial markets with Putnam clients. Mr. Galipeau joined Putnam in 2013 and has been in the investment industry since 1992.
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 strategy. She is responsible for economic and market research, asset allocation, and thought leadership, providing regular insights through multi-media coverage and as host of the firm’s economic and market podcast, Market Matters. Lauren regularly represents firm at conferences and as spokesperson in television and print media outlets such as: Bloomberg, CNBC, the New York Times, Nikkei and Barron’s.
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
advisors and their clients. This includes custom investment case analysis and proposal support for SEI advisors, as well as technical investment support for SEI’s advisors and relationship managers. Matt is also a regular speaker at SEI and advisor-sponsored events on topics such as the economy and financial markets.
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 research and writing of Stocks for the Long Run and The Future for Investors. He is also co-author of the Financial Analysts Journal paper "What Happened to the Original Stocks in the S&P 500?" Jeremy graduated from The Wharton School of the University of Pennsylvania and currently stays involved with Wharton by hosting the Wharton Business Radio program “Behind the Markets” on SiriusXM 132. Jeremy is also a member of the CFA Society of Philadelphia.
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 was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high- and ultra high-net-worth clients on all matters related to taxation, wealth transfer and family governance
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 the development and communication of the firm’s investment outlooks and insights. He is also the co-host of Invesco’s “Greater Possibilities” podcast. He joined Invesco when the firm combined with OppenheimerFunds in 2019. He started at OppenheimerFunds in fixed income product management in 2000 and then transitioned into the macro and investment strategy group in 2005. He has also been quoted in the press, including Barron’s, Financial Times, and The Wall Street Journal. He has appeared on CNBC, Bloomberg, and Yahoo! Finance.
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 Series.
Mario DiVito has 33 years of investment industry experience and has been with Capital Group for 17 years. Prior to joining Capital, Mario was a relationship manager at MFS Investment Management. Before that, he was a research analyst and an investment consultant at SEI Corporation.
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, Managing Director, is a member of the BlackRock Investment Institute (BII) and Senior Strategist for North America. In this role, Kurt contributes to the formation of BII’s tactical investment views and delivers the team’s macroeconomic and financial market outlook to investment professionals and the media throughout the U.S. and Canada.
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.
With recent volatility in the markets, Investment Advisor Representative Matthew A. Costanzo provides another market and economy update on the latest news.
With recent volatility in the markets, Investment Advisor Representative Matthew A. Costanzo provides
a market and economy update in the latest episode of the CFG Podcast Series.
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 provides a market and economy update:
In this special episode of the CFG Podcast Series, Matthew A. Costanzo is joined by Andrew J. Costanzo, Jr. to reflect on this past year’s successes. Matt and Andy also discuss the economy and their future vision for CFG.
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 provides a market and economy update.
In part two of CFG News Updates, Investment Advisor Representative Matthew A. Costanzo provides a market and economy update.
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.
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 role, Kurt contributes to the formation of BII’s tactical investment views and delivers the team’s macroeconomic and financial market outlook to investment professionals and the media throughout the U.S. and Canada. Kurt earned his degree in Business and Economics from the State University of New York College at Plattsburgh, and his M.S. degree in International Relations with a concentration in International Economics from the Johns Hopkins University School of Advanced International Studies.
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.
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 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.
Matthew and David highlight some key economic indicators, discuss Capital Group’s equity and bond strategies and outline how Capital Group intends to navigate through volatility over the coming months
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 whole. Matthew provides his thoughts on the important issues of this election, current market conditions and the pandemic’s impact on your portfolios.
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 investment strategies, money manager research and overseeing investment analysts. He holds Series 7 and 63 securities registrations and is a Chartered Financial Analyst® (CFA).
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 and market performance.
Russ Koesterich is one of three Portfolio Managers for the BlackRock Global Allocation Fund, and is the lead portfolio manager for BlackRock’s GA Selects Managed Portfolio Strategies. Previously, Russ was BlackRock's Global Chief Investment Strategist and Chairman of the Investment Committee for the Model Portfolio Solutions business, and formerly served as the Global Head of Investment Strategy for scientific active equities.
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 certain? Unemployment rates remain staggeringly high – what has happened and where do we go from here? How have recent stimulus packages impacted the outlook of the economy? And of course, how do all of these factors impact the management of your portfolios?
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. Economic recovery does not have to be complex if we stick to the fundamentals of simplicity and consistency.
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 and what that will recovery process will look like. Matthew and Andrew also provide additional context to this bear market and reinforce the necessary tools to navigate your Investment and Retirement plans during periods of volatility.
Andrew J. Costanzo Jr. and Matthew A. Costanzo review and discuss the market events over the past week, CFG’s strategies for dealing with market volatility and the impact of recent legislation on your Investment and Retirement Planning efforts.
Andrew J. Costanzo Jr. and Matthew A. Costanzo review the market events over the past week and discuss why it’s important to have more context and data before using words like “recession.” Additionally, Andrew and Matthew discuss how economic anxiety and partisanship can distort the messages we need to hear.
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 continuity of service.
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 coming weeks.
Andrew J. Costanzo, Jr. joins Matthew A. Costanzo to provide additional context to the current market conditions.
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 coming months.
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 2020.
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.
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 assist you in managing retirement income over a lifetime.
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.
Andrew J. Costanzo, Jr. joins the show to reinforce important estate planning concepts and their relevance to the Investment and Retirement Planning process.
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 income is durable over a 20 to 30-year period and is not dramatically impacted by any number of factors that a family may face over the course of their lives?
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 your short, medium and long-term financial objectives. The panel discusses the role that the investment strategy plays in the retirement planning process and how it needs to be managed over time.