Insurance Episodes

In this episode of CFO at Home, Vince’s guest is litigation and personal injury lawyer Jon Groth. Jon shares advice for those seeking a personal injury lawyer, discusses proactive financial steps to take before an injury occurs, outlines strategies for negotiating medical bills, and discusses the significance of having a knowledgeable insurance agent as part of your financial team. You can learn more about Jon and Groth Law Firm by going to GrothLawFirm.com Key Topics: How to choose the right ...

On our last episode, we discussed Long-Term Care Insurance and options. Today my discussion with Bruce Weinstein, Co-Owner of Weinstein Wealth Insurance Solutions, focuses on Life Insurance; various types, and the roles they can play in our plans for wealth accumulation, protection, and leaving a legacy. You can learn more about Bruce and Weinstein Wealth Insurance Solutions by visiting PlanMan.tv Key Takeaways: (06:33) Life Insurance for wealth building and asset accumulation (26:42) Having ...

Long-Term Care Insurance. Perhaps you were looking for something light and maybe a little informative to listen to while driving, walking the dog, exercising, or maybe knocking out a few household chores. Think Long-Term Care Insurance doesn’t fill the bill? Heavy subject? At times. But it’s a topic that will touch most of our lives at some point, whether it’s concerning a relative, close friend, spouse, or ourselves. And on this episode, Matt McCann of McCann Insurance Services keeps the conver...

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 challenges that rising healthcare costs presents for us as consumers, some basics that we should be aware of as we make decisions about healthcare coverage, and more. Key Takeaways Healthcare costs can often keep individuals tied to a job for the health insurance, even if they ...

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 Independence. On this episode of CFO at Home, Matt and Vince discuss the differences between Term and Permanent Life Insurance, factors to consider when determining how much Life Insurance you need, and more. Key Takeaways Term Life Insurance - Renting somebody else’s deeper p...

Brandon Trammell is the founder of Purpose Financial and Insurance Services, where the motto is “Plan Your Legacy with Purpose”. On this episode of CFO at Home, Brandon and Vince discuss building a financial legacy, insurance, traits to look for when choosing a financial professional, and more. Key Takeaways: A financial legacy is as much about the values and knowledge that you pass along to your heirs as it is about money and assets Areas of financial education that are closely related to buil...