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