Latest Episode
104. Social Security Disability

For 11 years Spencer Bishins worked as an Attorney Advisor for the Social Security Administration. He’s now the author of Social Security Disability Revealed: Why it's so Hard to Access Benefits and What You Can Do About It. On this episode of CFO...

Recent Episodes

Social Security, Disability

104. Social Security Disability

Nov. 16, 2022

For 11 years Spencer Bishins worked as an Attorney Advisor for the Social Security Administration. He’s now the author of Social Security Disability Revealed: Why it's so Hard to Access Benefits and What You Can Do About It.…

Income Tax

103. Let’s Talk Taxes (it’s not too soon!)

Nov. 9, 2022

Question; when do you typically start thinking about your income taxes? After New Year’s, once the holidays are over and the W2s and other tax statements start to roll in? Are there moves that you should consider making soon…

Entrepreneurism

102. Side Hustles, Hobbies, and Transitioning Out of Your 9 to 5

Nov. 2, 2022

Budgeting. Living on less than you make. Saving. Investing. These are all fundamentals of building a solid financial foundation. That being said, what about income? What if you want to start a side hustle to bring extra inco…

Retirement Financial Independence

101. What does “Retirement” really mean?

Oct. 26, 2022

Debbie Emick and her husband Chris reached Financial Independence in their late 30s through rental real estate. Today, they’re both fully “retired” from W2 income and have dedicated themselves to a passion project they call …

Insurance

100. Health Insurance; Challenges and Opportunities

Oct. 19, 2022

Stacy Edgar is CEO and co-founder of Venteur, a company whose mission is to help employers provide the best possible health benefits for their employees. On this episode of CFO at Home Stacy and Vince discuss some of the cha…

Insurance

99. The Hows and Whys of Life insurance

Oct. 12, 2022

Matt Ruttenberg is a Financial Entrepreneur, CMO & Shareholder of Life, Inc. and founder of SureLI Insurance, an independent, digital insurance site that specializes in providing Life Insurance to those pursuing Financial In…