This episode of CFO at Home is Part 2 of Vince's conversation with Aaron Miller, an elder law attorney who this time around shares his perspective on long-term care insurance. Aaron discusses the critical importance of planning for potential healthcare costs, particularly as they relate to aging and unexpected illnesses. He recounts personal experiences that highlight the financial strain families face when care is needed, emphasizing how long-term care insurance can serve as a vital tool for asset protection. Aaron also explores the evolving landscape of long-term care products, including hybrid policies that offer benefits even if care is never needed.. For more information about Aaron and his services, visit aaronmillerlaw.com

Key Topics:

• The Importance of Long-Term Care Insurance in Asset Protection

• Personal Stories Highlighting the Financial Impact of Care Costs

• Understanding the Evolving Landscape of Long-Term Care Products

• Strategies for Effective Planning: Timing and Health Considerations

• How to Approach Financial Advisors About Long-Term Care Insurance

Key Links

• Miller Law Office, PLLC

• https://www.facebook.com/MillerLawOfficePLLC/

• Aaron Miller - Miller Law Office, PLLC | LinkedIn

• Miller Law Office, PLLC - YouTube

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:

https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

On this episode of CFO at Home, Vince·s guest is Aaron Miller, an elder law attorney whose personal experiences have shaped his passion for helping families navigate the complexities of estate planning and elder care. Aaron shares his personal story, then they get into the importance of understanding the financial implications of aging, including misconceptions surrounding Medicare and Medicaid, and the necessity of proactive planning. Aaron discusses various options for funding care, including private pay, long-term care insurance, and government benefits, while also shedding light on common myths on the subjects. For more information about Aaron, visit aaronmillerlaw.com

Key Topics:

• Aaron's Transition to Elder Law: Personal Motivations

• Understanding Medicare vs. Medicaid: What You Need to Know

• The Importance of Planning for Long-Term Care

• Common Misconceptions About Government Benefits

• Strategies for Funding Care: Private Pay, Insurance, and More

• Navigating the Medicaid Look-Back Period: What to Avoid

Key Links

• Miller Law Office, PLLC

• https://www.facebook.com/MillerLawOfficePLLC/

• Aaron Miller - Miller Law Office, PLLC | LinkedIn

• Miller Law Office, PLLC - YouTube

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:

https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

This episode of CFO at Home is part 2 of Vince·s conversation with Frank Buchholz, a seasoned financial expert and author of The Investor·s Golden Playbook: 12 Rules for Achieving Real Wealth. This time around Frank and Vince dive into the foundational principles of building first-generation wealth, focusing on key concepts from Frank's book, the importance of developing a prosperity mindset, discussing how mindset shapes financial success and the actionable steps to cultivate it. Frank shares insights from his experiences with clients, emphasizing the significance of paying yourself first through retirement accounts and the necessity of keeping your money protected from scams. For more information about Frank and his book, visit investorsgoldenplaybook.com.

Key Topics:

• The Importance of a Prosperity Mindset in Wealth Building

• Paying Yourself First: Maximizing Retirement Contributions

• Protecting Your Wealth: Understanding Financial Scams

• Lessons from Frank’s Most Memorable Clients

• Automating Savings: The Modern Approach to Wealth Accumulation

Key Links:

• Investors Golden Playbook

• Contact - Investors Golden Playbook

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:

https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

On this episode of CFO at Home, Vince's guest is Frank Buchholz, a seasoned financial expert with over 40 years of experience, and the author of The Investor’s Golden Playbook, 12 Rules for Achieving Real Wealth. Frank shares his personal financial journey, building an impressive retirement savings of over $8 million, beginning with modest contributions to his 401(k) in the early 1980s. He discusses the importance of maxing out contributions, the critical decisions he made during market downturns, and the lessons learned from navigating the Great Recession. Frank also emphasizes the significance of understanding investment strategies and the need for guidance in today’s investment landscape. For more about Frank and The Investor’s Golden Playbook, visit investorsgoldenplaybook.com

Key Topics:

• Frank's Journey: From $2,000 Contributions to $8 Million in Savings

• The Importance of Maxing Out Your 401(k)

• Navigating Market Downturns: Lessons from the Great Recession

• The Shift from Pensions to 401(k)s: A New Era of Retirement Planning

• Building a Legacy: Passing Wealth and Knowledge to the Next Generation

• Understanding the Need for Investment Guidance

Key Links:

• Investors Golden Playbook

• Contact - Investors Golden Playbook

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:

https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

On this episode of CFO at Home, Vince continues his conversation with Victor Idoko, wealth strategist and author of '7 Basic Wealth Strategies'. Victor and Vince dive into how the 7 Basic Wealth Strategies are applicable specifically to those struggling to manage their finances. Victor shares his observations on the challenges faced by those living paycheck to paycheck, emphasizing the critical role of cash flow management and the dangers of bad debt. He outlines practical steps for tackling debt effectively and discusses the importance of creating a sustainable cash flow plan that allows individuals to enjoy life while working towards financial stability. For more about Victor and his resources, visit cfvservices.com.au/resources

Key Topics:

• Applying Wealth Strategies to All Financial Situations

• Understanding Bad Debt and Its Impact

• Strategies for Quick Debt Elimination

• Creating a Sustainable Cash Flow Plan

• Budgeting for Different Life Stages

• Success Stories: Transforming Financial Lives

Key Links:

• https://cfvservices.com.au/

• CFV Advisory - Wealth and Financial Planning - Facebook

• Victor Idoko - Financial Adviser (@iamvictoridoko) • Instagram photos and videos

• victoridoko (@victoridokowlthadv) | TikTok

• Victor Idoko, CFA - 7 Basic Wealth Strategies | LinkedIn

• Victor Idoko - Elevate Your Wealth & Fin. Adviser - YouTube

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:

https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

In this episode of CFO at Home, Vince’s guest is Victor Idoko, wealth strategist and author of 7 Basic Wealth Strategies. Vince and Victor discuss the importance of a holistic approach to wealth management, and walk through the seven strategies outlined in his book, which serve as a roadmap for anyone looking to enhance their financial well-being, regardless of their current financial status. We also discuss common biases that affect financial decision- making, the significance of tailored cash flow management, and the critical need for a mindset shift when it comes to budgeting. To learn more about Victor and the 7 Basic Wealth Strategies, go to cfvservices.com.au/resources

Key Topics:

• Victor's Journey in Personal Finance

• The Motivation Behind 'Seven Basic Wealth Strategies'

• Overview of the Seven Basic Wealth Strategies

• Understanding and Overcoming Financial Biases

• The Importance of Tailored Cash Flow Management

• Shifting Mindsets Around Budgeting and Spending

Key Links

• https://cfvservices.com.au/

• CFV Advisory - Wealth and Financial Planning - Facebook

• Victor Idoko - Financial Adviser (@iamvictoridoko) • Instagram photos and videos

• victoridoko (@victoridokowlthadv) | TikTok

• Victor Idoko, CFA - 7 Basic Wealth Strategies | LinkedIn

• Victor Idoko - Elevate Your Wealth & Fin. Adviser - YouTube

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

On this episode of CFO at Home, Vince·s guest is Paris Cluff, a Certified Financial Educator and Coach. Paris shares his journey from a corporate career, to becoming a financial advisor and educator, all while navigating his own personal financial setbacks during the 2008 economic downturn. He candidly discusses the challenges he encountered, and how those experiences reshaped his approach to personal finance. Paris emphasizes the importance of managing, protecting, and growing wealth, and shares valuable lessons learned, including the necessity of having an emergency fund and tracking expenses effectively. Check out the conversation and discover how Paris transformed his financial philosophy, and how you can apply his lessons learned to your own financial journey. For more insights and resources, visit pariscluff.com.

Key Topics:

• Paris's Journey from Corporate Employee to Financial Educator

• Facing Financial Hardship: Lessons Learned

• The Importance of Emergency Funds

• Managing, Protecting, and Growing Wealth

• Tracking Expenses: The Key to Financial Awareness

• The Transition from Budgeting to Cash Flow Statements

Key Links

• ParisCluff.com

• Paris Cluff (@pariscluff) • Instagram photos and videos

• https://www.facebook.com/pariscluff

• Paris Cluff - Owner - Financial Self-Reliance | LinkedIn

• Paris Cluff (@pariscluff) | TikTok

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

This episode is Part 2 of Vince’s discussion with Paul Craan, author of 'How to Be Financially Free'. This time around Paul shares his personal journey from being a person who spent all of his extra income, to discovering a unique savings strategy that allowed him to build wealth steadily over time. He walks listeners through his Five-Step Savings Plan, emphasizing the importance of discipline in managing money and how this unconventional approach can help break the paycheck-to-paycheck cycle. For more insights and resources, visit paulcraan.com.

Key Topics:

• Introduction to the Five Step Savings Plan

• The Importance of Discipline in Saving

• How Loans Against CDs Can Work for You

• Building Wealth Over Time: A Personal Journey

• Transforming Your Financial Mindset

• Practical Tips for Managing Everyday Expenses

Key Links:

• Paulcraan.com

• How to Be Financially Free

• Paul Craan (@paulcraanofficial) • Instagram

• Paul Craan | Facebook

• Paulcraanofficial |TikTok

• Paul Craan official - YouTube

• Paul Craan | LinkedIn

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatchhere: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500