On this episode of CFO at Home, Vince's conversation is with Gordon Haas of Haas Wealth Strategies, about using financial planning to navigate major life transitions and crises like illness, job changes, and retirement decisions. Gordon shares his own experience with advanced-stage cancer in his early 30s, and a cardiac arrest during COVID, explaining how health events can create urgent financial demands around insurance, income disruption, medical bills, and support systems. Gordon emphasizes proactive planning·life insurance, wills, beneficiaries, disability coverage·and encourages open family conversations, including intergenerational planning and ·generational wealth· as both assets and wisdom. For more, visit haaswealthstrategies.com and check out Gordon·s podcast, Gen Relational Wealth

01:46 Health Crises Change Planning

04:10 From Engineering to Finance

09:37 Planning Under Pressure

13:14 Insurance Lessons Learned

17:55 Caring for Aging Parents

22:12 Starting Hard Money Talks

27:34 Proactive Checkups and Taxes

31:49 Generational Wealth Beyond Money

36:29 Resources and Closing

Key Links:

• Haaswealthstrategies.com

• GenRelational Wealth Podcast

• Haas Wealth Strategies (@HaasStrategies) • Facebook

• Gordon Haas, CFP® - YouTube

• Gordon Haas, CFP® - Wealth Advisor and CERTIFIED FINANCIAL PLANNER® | LinkedIn

Contact the Host - vince@thecfoathome.com

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