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216. Managing Your Digital Legacy

On this episode of CFO at Home, Vince's guest is Pravat Lall, the founder of SmartHeritance, a platform dedicated to preserving digital legacies. Pravat and Vince discuss the concept of digital legacy, the importance of keepi...

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Sept. 22, 2025

216. Managing Your Digital Legacy

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Sept. 15, 2025

215. Navigating Elder Care Part 2 - Long Term Care Insurance

This episode of CFO at Home is Part 2 of Vince's conversation with Aaron Miller, an elder law attorney who this time around shares his perspective on long-term care insurance. Aaron discusses the critical importance of planni...

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Sept. 8, 2025

214. Navigating Elder Care Part 1 - Protecting Your Family's Wealth and Well-being

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 s...

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Sept. 1, 2025

213. The Investor's Golden Playbook Part 2 - Mastering the Mindset for First Generation Wealth

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...

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Aug. 25, 2025

212. The Investor's Golden Playbook Part 1 - How a Financial Expert Built Wealth and a Legacy

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...

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Aug. 18, 2025

211. 7 Basic Wealth Strategies Part 2 - Navigating Debt and Cash Flow

On this episode of CFO at Home, Vince continues his conversation with Victor Idoko, wealth strategist and author of '7 Basic Wealth Strategies'. Victor and Vince dive into how the 7 Basic Wealth Strategies are applicable spec...

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