50. Planning for Retirement and Risk with Ron Surz
June 23, 2021
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…
49. Don’t Retire, Graduate! with Eric Brotman
June 16, 2021
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…
34. Unexpected CFO at Home with Liz Hand of Pleasant Wealth, LLC
March 3, 2021
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,…
29. Retirement Planning Fundamentals with David Elder of Merit Financial Advisors
Jan. 27, 2021
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…
28. The Intersection of Health and Wealth with Stevyn Guinnip of Grow Wellthy
Jan. 20, 2021
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 We…