On this episode of CFO at Home, Vince’s conversation is with @gordonhaas of Haas Wealth Strategies about using financial planning to navigate major life transitions, especially crises like illness, job changes, and retirement decisions. Gordon shares his own experience with advanced-stage cancer in his early 30s and a cardiac arrest during COVID, explaining how health events create urgent financial and organizational demands around insurance, income disruption, medical bills, and support systems. Gordon emphasizes proactive planning—life insurance, wills, beneficiaries, disability coverage—and encourages open family conversations, including intergenerational planning and “generational wealth” as both assets and wisdom. For more, visit haaswealthstrategies.com and Gordon’s podcast Gen Relational Wealth.
00:46 Health Crises Change Planning
03:10 From Engineering to Finance
08:37 Planning Under Pressure
12:14 Insurance Lessons Learned
16:55 Caring for Aging Parents
21:12 Starting Hard Money Talks
26:34 Proactive Checkups and Taxes
30:49 Generational Wealth Beyond Money
35:29 Resources and Closing
