Retirement

96. The Number; How do you know you’re financially ready to retire?

Sept. 21, 2022

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 financ…

Retirement

90. Retirement - Starting with the Basics

Aug. 10, 2022

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 nee…

Retirement

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…

Retirement

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…

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,…

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…

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…