258. Financial Clarity for Life’s Unexpected Transitions
On this episode of CFO at Home, Vince's conversation is with Gordon Haas of Haas Wealth Strategies, about using financial planning to navigate major life transitions and crises like illness, job changes, and retirement decisions. Gordon shares his own experience with advanced-stage cancer in his early 30s, and a cardiac arrest during COVID, explaining how health events can create urgent financial demands around insurance, income disruption, medical bills, and support systems. Gordon emphasizes proactive planning·life insurance, wills, beneficiaries, disability coverage·and encourages open family conversations, including intergenerational planning and ·generational wealth· as both assets and wisdom. For more, visit haaswealthstrategies.com and check out Gordon·s podcast, Gen Relational Wealth
01:46 Health Crises Change Planning
04:10 From Engineering to Finance
09:37 Planning Under Pressure
13:14 Insurance Lessons Learned
17:55 Caring for Aging Parents
22:12 Starting Hard Money Talks
27:34 Proactive Checkups and Taxes
31:49 Generational Wealth Beyond Money
36:29 Resources and Closing
Key Links:
Contact the Host - vince@thecfoathome.com
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