CFO at Home Vince Carter

As we hear story after story about Artificial Intelligence and how it's poised to revolutionize the way that we live and work, do you ever wonder how this revolution is going to affect you; change the way you work, or maybe even in time make your job obsolete? What steps can you take now to enhance the odds that AI has a positive impact on your personal economy? That’s the subject Vince and his guest, Philip Blackett, author of the book Future-Proof: How to Adopt and Master Artificial Intelligence to Secure Your Job and Career, tackle this week on CFO at Home. You can learn more about Philip and Future-Proof by going to PhilipBlackett.com
Key Takeaways/Quotes
"AI is not going to take your job, but the person who knows AI, that person is going to take your job."
"Artificial intelligence has been here for a while; it’s just becoming much more advanced."
"We don’t have the luxury of thinking that this AI thing is just a fad that will just go away in a couple of years."
"How do you cultivate a mindset around artificial intelligence that looks at it as an opportunity to collaborate with, rather than as a threat to fear?"
Key Links
Website - Philip Blackett.com
Instagram - Philip Blackett (@philipblackett) • Instagram photos and videos
Facebook - https://www.facebook.com/PhilipBlackettFB/
LinkedIn - https://www.linkedin.com/in/philipblackett/
Twitter - https://twitter.com/PhilipBlackett
Contact the Host - vince@thecfoathome.com
 

On our last episode, we discussed Long-Term Care Insurance and options. Today my discussion with Bruce Weinstein, Co-Owner of Weinstein Wealth Insurance Solutions, focuses on Life Insurance; various types, and the roles they can play in our plans for wealth accumulation, protection, and leaving a legacy. You can learn more about Bruce and Weinstein Wealth Insurance Solutions by visiting PlanMan.tv
Key Takeaways:
(06:33) Life Insurance for wealth building and asset accumulation
(26:42) Having the courage to have the conversation about life insurance 
(27:18) Permanent Insurance
(40:47) Common mistakes people make when evaluating life insurance
Ways to contact/follow:
PlanMan.tv
844-PLANMAN
Contact the Host - vince@thecfoathome.com

Long-Term Care Insurance. Perhaps you were looking for something light and maybe a little informative to listen to while driving, walking the dog, exercising, or maybe knocking out a few household chores. Think Long-Term Care Insurance doesn’t fill the bill? Heavy subject? At times. But it’s a topic that will touch most of our lives at some point, whether it’s concerning a relative, close friend, spouse, or ourselves. And on this episode, Matt McCann of McCann Insurance Services keeps the conversation informative, relatable, and easy to follow. Give it a listen and decide for yourself. You can learn more about Matt and services that he provides through McCann Insurance Services by going to mccannltc.net

It’s that time of year. We’re finally shaking off winter and either looking forward to, planning for, or dreaming of travel. And while a quick get-away to the beach or mountains is always great, what about those bucket-list trips, places we’ve wanted to go, experiences we’ve wanted to have, or interests that we’ve wanted to dive into, but just haven’t gotten around to for some reason? Developing an intentional strategy for bucket list travel is the topic on this episode of CFO at Home with Christina Trotter, travel advisor, writer, and Founder of Destined Globetrotter. You can learn more about Christina and Destined Globetrotter by visiting destinedglobetrotter.com
(07:15) Family Travel
(14:43) Making Intentional travel plans
(17:40) Creating your bucket list
(41:15) Christina’s site destinedlglobetrotter. com
Key Links
destinedglobetrotter.com
Instagram - Chrissy Trotter (@destined_globetrotter) 
https://www.facebook.com/DestinedGlobetrotter
Contact the Host - vince@thecfoathome.com

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