On the next 2 episodes of CFO at Home, Vince’s guest is Mel Stubbs, author of "Your FERS Federal Retirement: The 10 Decisions that Will Make or Break Your Retirement," to discuss key decisions that can shape our retirements. In this episode, Mel and Vince focus on 4 of the 8 decisions that many of us will face, regardless of whether we’re federal employees or not; when to retire, what to do with company offered life insurance, what to do with our retirement accounts, and the tax planning decision. To learn more about Mel and his book, go to christycapital.com

Key Topics:

• Determining the right time to retire based on financial readiness

• Evaluating company-offered life insurance options

• Understanding the benefits and rules surrounding 401(k) and TSP accounts

• Tax planning strategies for retirement savings

• The role of Social Security and pensions in retirement planning

• How to effectively manage retirement income to avoid tax pitfalls

Key Links:

• Christy Capital

• Your FERS Federal Retirement: The 10 Decisions that Will Make or Break Your Retirement

• Christy Capital Management - YouTube

• Mel Stubbs - LinkedIn

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 Certified Financial Planner Filip Telibassa. This time, Filip and Vince tackle the topic of investment fees; the significant impact that fees can have on long-term investment returns, and the importance of understanding the different fee structures associated with financial advice. They also discuss the trend of lower-cost investment options like ETFs and index funds. For more from Filip, visit his website BenzinaWealth.com

Key Topics:

• Understanding the impact of investment fees on long-term returns

• The difference between fee-only and fee-based financial advisors

• The advantages of a flat fee structure over asset under management fees

• The importance of unbiased fund selection for clients

• Trends in investment options: ETFs and index funds

• How to evaluate financial advisors and their fee structures

Key Links:

• Benzina Wealth

• https://www.linkedin.com/in/filiptelibasa/

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 sits down with Pav Lertjitbanjong, a career and financial resilience expert, and self-made millionaire, to discuss the critical topic of preparing for layoffs and career setbacks. Pav shares her personal journey of overcoming significant financial challenges, including a life-changing divorce that led her to discover the importance of financial literacy and resilience. They discuss practical strategies for financial preparedness, including the creation of an "FU Fund" to cushion against unexpected job loss, the importance of diversifying income streams, and the power of building a personal brand. To learn more about Pav and get more of her tips on navigating layoffs and career changes, check out mycoachpav.com

Key Topics:

• The importance of financial preparedness for unexpected layoffs

• Creating an "FU Fund" for financial security

• Diversifying income streams to enhance financial stability

• Building a personal brand to increase job marketability

• Recognizing warning signs of potential layoffs

• The role of mindfulness and resilience in overcoming setbacks

Key Links

• https://www.mycoachpav.com/

• https://www.mycoachpav.com/pav-ai

• Moments of Reset (@momentsofreset) | TikTok

• https://www.linkedin.com/in/mycoachpav/

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