Episodes

Feb. 22, 2023

113. The Wealth Gap Part 1: Disrupting Generational Poverty

According to Forbes.com, The Federal Reserve reports that as of 2019 the median net worth of Americans based on educational level ranged from $21k for those having no high school diploma, to $309k for those with a college de…
Feb. 15, 2023

112. Real Estate Investing Part 2: Real Estate Syndications

On the last episode of CFO at Home we discussed a number of different ways to invest in Real Estate, both active and passive. In this episode, Vince and Whitney Elkins-Hutten, Director of Investor Education at Passiveinvesti…
Feb. 8, 2023

111. Real Estate Investing Part 1: Ways to Invest in Real Estate

Mike Cavaggioni is a licensed Realtor-Associate, Financial Coach, Real Estate Investor, and host of the Average Joe Finances Podcast, a top 1% internationally ranked podcast. On this episode of CFO at Home, Mike and Vince di…
Feb. 1, 2023

110. Financial Infidelity and Divorce

Investopedia defines Financial Infidelity as when couples with combined finances lie to each other about money. Tracy Coenen is a renowned forensic accountant and the brains behind The Divorce Money Guide, a product that tak…
Jan. 25, 2023

109. Why do we do the things we do with Money?

While being financially literate is fundamental to our ability to manage our money effectively, if we don’t have healthy relationships and beliefs about money, our financial knowledge means very little. Today on CFO at Home,…
Jan. 18, 2023

108. Attack your Money Goals like a CFO - Part 3: Creating Accountability

We began this series by introducing a study by a noted psychology professor that looked at how goal achievement in the workplace is influenced by three key actions: 1. Writing goals 2. Committing to goal-directed actions 3. …
Jan. 11, 2023

107. Attack your Money Goals like a CFO - Part 2: Committing to Goal-Related Actions

On last week's episode we introduced a study by a noted psychology professor that looked at how goal achievement in the workplace is influenced by three key actions: 1. Writing goals 2. Committing to goal-directed actions 3.…
Jan. 4, 2023

106. Attack your Money Goals like a CFO - Part 1: Writing out your Goals

In this episode CFO at Home, we look at goal setting by borrowing some ideas from the business world. If you’re listening to a Personal Finance podcast this time of year, you may be thinking “This is the year that I’m going …
Dec. 14, 2022

Bonus: Year End 2022 - Looking Forward, Looking Back

New episodes of the podcast will return Wednesday, January 4th 2023! In the meantime, here are a few episodes from 2022 I think are particularly worth catching up on or listening to again going into the New Year: 102. Sid…
Nov. 30, 2022

105. Teaching Kids about Money through Entrepreneurship

Rob Phelan is an entrepreneur and high school personal finance teacher in Maryland. Through his classroom work and Simple StartUp Virtual courses, Rob has helped beginner entrepreneurs form over 250 new businesses, across al…
Nov. 16, 2022

104. Social Security Disability

For 11 years Spencer Bishins worked as an Attorney Advisor for the Social Security Administration. He’s now the author of Social Security Disability Revealed: Why it's so Hard to Access Benefits and What You Can Do About It.…
Nov. 9, 2022

103. Let’s Talk Taxes (it’s not too soon!)

Question; when do you typically start thinking about your income taxes? After New Year’s, once the holidays are over and the W2s and other tax statements start to roll in? Are there moves that you should consider making soon…
Nov. 2, 2022

102. Side Hustles, Hobbies, and Transitioning Out of Your 9 to 5

Budgeting. Living on less than you make. Saving. Investing. These are all fundamentals of building a solid financial foundation. That being said, what about income? What if you want to start a side hustle to bring extra inco…
Oct. 26, 2022

101. What does “Retirement” really mean?

Debbie Emick and her husband Chris reached Financial Independence in their late 30s through rental real estate. Today, they’re both fully “retired” from W2 income and have dedicated themselves to a passion project they call …
Oct. 19, 2022

100. Health Insurance; Challenges and Opportunities

Stacy Edgar is CEO and co-founder of Venteur, a company whose mission is to help employers provide the best possible health benefits for their employees. On this episode of CFO at Home Stacy and Vince discuss some of the cha…
Oct. 12, 2022

99. The Hows and Whys of Life insurance

Matt Ruttenberg is a Financial Entrepreneur, CMO & Shareholder of Life, Inc. and founder of SureLI Insurance, an independent, digital insurance site that specializes in providing Life Insurance to those pursuing Financial In…
Oct. 5, 2022

98. Break Your Bad Pandemic Money Habits!

Over the last couple of years, our pandemic lifestyles have disrupted many areas of our lives, including our finances. On this episode of CFO at Home, Vince and Terri Nicklas, President and Founder of The Wealth Coach for Wo…
Sept. 28, 2022

97. Why Do We Love Our Stuff?

Aaron Ahuvia is a Professor of Marketing, a research psychologist, and the author of The Things We Love: How Our Passions Connect Us and Make Us Who We Are. On this episode of CFO at Home, Aaron and Vince discuss why we fall…
Sept. 21, 2022

96. The Number; How do you know you’re financially ready to retire?

One of the more frequently discussed topics when it comes to retirement planning is the idea of the “number”, or what’s the amount that you need to have saved and invested in order to finally transition into a life of financ…
Sept. 14, 2022

95. Change your Mindset, Change your Financial Future

Alissa Locke has spent her career helping people improve their financial situation, first in the mortgage industry, then insurance and financial services. However, it was her personal money journey that compelled her to beco…
Sept. 7, 2022

94. Breaking the Cycle of Debt

These days, Crystal Williams, Financial Coach and Founder of Smart Money Financial Coaching, works with women and married couples who “make too much to feel this broke” move from financial stress to financial freedom. Howeve…
Sept. 1, 2022

93. Student Loan Debt Relief and the Cost of College

So as I recorded this it was late August, and the Student Loan Debt Relief Plan was announced about a week ago. Since the announcement there’s been all sorts of discussion about whether or not the debt cancellation portion o…
Aug. 24, 2022

92. Getting Unstuck in your Finances and your Life

How many times in your life have you just felt stuck; in your job, in your relationships, in your finances, or in some other area? Vince’s guest today on CFO at Home is Dominique Henderson, a Certified Financial Planner and …
Aug. 17, 2022

91. Estate Planning Fundamentals

Estate Planning; not the most fun or glamorous financial topic, even for us money nerds, but something that if done properly can really lighten the load for our loved ones at the time that they need it the most. On this epis…