212. The Investor's Golden Playbook Part 1 - How a Financial Expert Built Wealth and a Legacy

On this episode of CFO at Home, Vince's guest is Frank Buchholz, a seasoned financial expert with over 40 years of experience, and the author of The Investor’s Golden Playbook, 12 Rules for Achieving Real Wealth. Frank shares his personal financial journey, building an impressive retirement savings of over $8 million, beginning with modest contributions to his 401(k) in the early 1980s. He discusses the importance of maxing out contributions, the critical decisions he made during market downturns, and the lessons learned from navigating the Great Recession. Frank also emphasizes the significance of understanding investment strategies and the need for guidance in today’s investment landscape. For more about Frank and The Investor’s Golden Playbook, visit investorsgoldenplaybook.com
Key Topics:
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Frank's Journey: From $2,000 Contributions to $8 Million in Savings
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The Importance of Maxing Out Your 401(k)
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Navigating Market Downturns: Lessons from the Great Recession
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The Shift from Pensions to 401(k)s: A New Era of Retirement Planning
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Building a Legacy: Passing Wealth and Knowledge to the Next Generation
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Understanding the Need for Investment Guidance
Key Links:
Contact the Host - vince@thecfoathome.com
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