When it comes to preparing for your retirement, at the end of the day, no one has as much on the line as you do. Even if you’re fortunate enough to have access to financial professionals to advise you, what are some essential things that you need to keep in mind, and be on the lookout for, in order to look after your own best interest? That’s the discussion on this episode of CFO at Home with Retirement Income Certified Professional and host of the Money Matters podcast Christopher Hensley. To learn more about Christopher and the Money Matters Podcast check out moneymatterspodcast.com

Key insights:

- The significance of understanding your retirement plan and healthcare options (11:00)

- Converting retirement savings into steady income (27:15)

- The impact of financial literacy on retirement readiness across different communities (45:00)

Key Links

• Website - houstonfirstfinancialgroup.com MONEY MATTERS with Christopher Hensley

Contact the Host - vince@thecfoathome.com

Despite our best efforts to budget, save, invest, and be careful with our spending, a single medical emergency can present significant challenges to even the most thorough of financial plans. Given the ever rising price of healthcare and healthcare insurance, what can we do to help manage the impact of these costs on our finances? That’s the conversation that Vince has on this episode of CFO at Home with Robert Hertz, retired insurance agent and crusader against medical debt. You can learn more about Robert and his mission by going to theantidebtagenda.com

(05:10) Initial Avoiding and dealing with accumulated medical debt

(13:50) Beyond the initial steps

(14:05) Under some federal legislation, unpaid medical bills are not reported to credit bureaus

(21:03) Some doctors and even some hospitals will give you a payment plan

(25:12) There are a couple of things that can be done nationally to reduce medical debt

Ways to contact/follow:

• http://www.theantidebtagenda.com/

Contact the Host - vince@thecfoathome.com

Remember a couple of years ago when everybody was talking about Bitcoin, Cryptocurrency and NFTs? Hear much about them today? Was it all just a passing fad, or are there things about Cryptocurrency and the technology behind it that it would be beneficial for us to be aware of from a financial literacy standpoint? That’s the discussion Vince has on this week’s episode of CFO at Home with Professor Tonya Evans, Author of Digital Money Demystified, and host of the Tech Intersect podcast. You can learn more about Professor Evans, Digital Money Demystified and the Tech Intersect podcast by going to DigitalMoneyDemystified.com, or TechIntersectPodcast.com

Show Notes:

(3:16) Defining cryptocurrency and blockchain technology

(9:46) The trust factor behind crypto and how it compares to traditional currency

(17:15) The potential for marginalized communities to gain a first-mover advantage in the digital currency space

(26:30) The importance of becoming financially literate in the digital age and the role of crypto assets

(31:00) How recent events have affected the crypto market and what it means for investors

(42:02) Practical steps for beginners to start exploring and understanding the world of crypto

Ways to contact/follow:

• Tonya M. Evans

• Tech Intersect Podcast

• Digital Money Demystified

• Tonya M. Evans #DigitalMoneyDemystified (@ipprofevans) • Instagram

• Tonya Evans - Facebook

Resources

• Coindesk.com

• Coinmarketcap.com

• Unchained Podcast

Contact the Host - vince@thecfoathome.com