Retirement Episodes

On this episode of CFO at Home, Vince and his guest, Kyle Gabhart, author of "Legends Don't Retire and Neither Should You"., discuss creating a meaningful legacy, financial and otherwise. They discuss the importance of living a meaningful life in the present, and how wealth can amplify influence but is not the essence of one's legacy. Kyle also challenges the conventional notion of retirement, advocating instead for a life of engagement and purpose throughout our lives, and shares strategies for...

This episode of CFO at Home is Part 2 of Vince’s conversation with Christopher Wilson, author of 'How to Make Your Nest Egg Last a Lifetime. This time around Chris and Vince discuss building a financial legacy. Chris shares insights from his book, particularly his innovative North Star Nest Egg Legacy Model, designed to help individuals avoid some of the common pitfalls of retirement planning, and the importance of preserving purchasing power in order to thrive, not just survive, in retirement. ...

On this episode of CFO at Home, Vince continues his discussion with Mel Stubbs, author of "Your FERS Federal Retirement: The 10 Decisions that Will Make or Break Your Retirement." Their focus shifts to the critical Social Security decision, exploring how to maximize benefits while considering the implications for beneficiaries. Mel breaks down the complexities of when to take Social Security, the impact of life expectancy, and the importance of strategic planning. They also discuss long-term car...

On the next 2 episodes of CFO at Home, Vince’s guest is Mel Stubbs, author of "Your FERS Federal Retirement: The 10 Decisions that Will Make or Break Your Retirement," to discuss key decisions that can shape our retirements. In this episode, Mel and Vince focus on 4 of the 8 decisions that many of us will face, regardless of whether we’re federal employees or not; when to retire, what to do with company offered life insurance, what to do with our retirement accounts, and the tax planning decisio...

Most of our time on this podcast is spent talking about how to prepare ourselves financially for the future; saving to meet different life goals, investing for retirement, things like that. What we don’t spend nearly as much time discussing are other topics that are just as important; things like finding meaning along the journey, be it through your job or other pursuits, and preparing emotionally for retirement. On this episode of CFO at Home, Vince dives into these topics and more with Michael...

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...

When it comes to preparing for your retirement, at the end of the day, no one has as much on the line as you do. Even if you’re fortunate enough to have access to financial professionals to advise you, what are some essential things that you need to keep in mind, and be on the lookout for, in order to look after your own best interest? That’s the discussion on this episode of CFO at Home with Retirement Income Certified Professional and host of the Money Matters podcast Christopher Hensley. To l...

In the final episode of CFO at Home’s Money and Relationships series, Vince talks with Greg Davis, retired Senior Finance Executive, academic, and author of the book "Checkmate: Tips & Lessons to help you Make the Right Moves to Achieve Happiness!”, about how both Money and Relationships ultimately impact our happiness. You can learn more about Greg and Checkmate by visiting davischeckmate.com Show Notes: (00:00) Introduction to CFO at Home's financial coaching and education services announcem...

Saving for your kid’s College education. Saving for your own retirement. Which should you do first? Which is more important? Do you really have to choose between one or the other? Or is there a way to work towards both goals simultaneously? That’s the topic Vince discusses on this episode of CFO at Home with Dan Cieniewicz, Certified Financial Planner with Hyperion Financial. You can learn more about Dan and Hyperion Financial by going to hyperionfp.com Key Topics: (01:38) It's all about savin...

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 “Go Bucket Yourself.” Today on CFO at Home, Debbie, Chris and Vince discuss their journey, their definition of “Financial Independence” and “Retirement”, the challenge of untangling our identities from our job when we retire, and more. Key Takeaways When looking to make a ch...

One of the more frequently discussed topics when it comes to retirement planning is the idea of the “number”, or what’s the amount that you need to have saved and invested in order to finally transition into a life of financial independence? That’s the topic that Vince discusses on this episode of CFO at Home with Dennis Schlegal, co-founder of the wealth management group, Emeritus Wealth. Key Takeaways As you approach retirement, it’s not so much how much you have saved, it’s the amount of mon...

So maybe up to this point you thought about retirement from time to time, but never got around to getting serious about it and creating a plan. Where do you begin? What are some of the basic factors and concepts that you need to be familiar with? That’s the discussion on this episode of CFO at Home with CFP and Founder/CEO of Woodall Wealth Management, James Woodall. Key Takeaways When getting serious about your retirement: Verify assets that you have - do you have old retirement accounts from ...

Ron Surz is co-host of the Baby Boomer Investing Show, President of Target Date Solutions, and CEO of GlidePath Wealth Management. On this episode of CFO at Home Ron and Vince discuss the current state of retirement planning, gauging retirement risk, risk tolerance versus risk capacity, and more. Key Takeaways: The Retirement “Risk Zone” is the time of transition from working life to retirement Sequence of Return Risk - The timing of when you start to draw down retirement savings; can impact ho...

Eric Brotman is the author of the book Don’t Retire...Graduate! He’s also the Chief Executive Officer of BFG Financial Advisors and host of the Don’t Retire...Graduate! podcast. On this episode of CFO at Home, Eric and Vince discuss updating our concept of retirement, challenges that Millennials and Gen Z need to consider when planning for retirement, and more. Key Takeaways: Retirement should be an advancement to doing the next version of you, whatever that looks like Parts of our current reti...

Liz Hand is a Certified Financial Planner with Pleasant Wealth, LLC in Canton, Ohio. She’s worked in personal finance for over a decade, and focuses her practice on helping women step into retirement by managing investments, designing retirement income, and distilling the complex world of finance into bite-size pieces On this episode of CFO at Home Liz and Vince discuss the challenges that women face when they unexpectedly become the CFO at Home, engaging a disinterested partner in money convers...

David Elder is a Certified Financial Planner, Wealth Manager, Branch Manager, and Partner with Merit Financial Advisors. He’s also Vince’s personal Retirement Advisor. Today on CFO at Home, David and Vince discuss retirement planning; factors to consider when starting or evaluating your plan, factors to consider when looking for a Retirement Planner, HSAs, ETFs, Target Date Funds, and more. Key Takeaways Defined Contribution Plan - A retirement plan in which an employee contributes money and th...

Stevyn Guinnip is a Financial Advisor's daughter who became an exercise physiologist and a certified wellness coach. She’s worked with hundreds of clients to get their health back on track and as the founder & CEO of Grow Wellthy, has helped money-minded professionals turn their health into their greatest asset. On this episode of CFO at Home, Stevyn and Vince discuss treating your health like a bank account, the importance of stress management and low-impact movement, the impact of your health ...