Retirement Episodes

Retirement

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, designing retirement...

Retirement

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 planning; factors to...

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 Wellthy, has helped...