June 23, 2021
50. Planning for Retirement and Risk with Ron Surz
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,...
Retirement
June 16, 2021
49. Don’t Retire, Graduate! with Eric Brotman
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...
Retirement
March 03, 2021
34. Unexpected CFO at Home with Liz Hand of Pleasant Wealth, LLC
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
January 27, 2021
29. Retirement Planning Fundamentals with David Elder of Merit Financial Advisors
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
January 20, 2021
28. The Intersection of Health and Wealth with Stevyn Guinnip of Grow Wellthy
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...
Retirement