258. Financial Clarity for Life’s Unexpected Transitions

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 p

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258. Financial Clarity for Life’s Unexpected Transitions

258

Aug. 10, 2026

258. Financial Clarity for Life’s Unexpected Transitions

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257. Rewriting Money Beliefs Part 2 - “Unresourceful” Money Habits

257

Aug. 3, 2026

257. Rewriting Money Beliefs Part 2 - “Unresourceful” Money Habits

On this episode of CFO at Home, Vince wraps up his conversation with Heidi Heron, a Neuro-Linguistic Programming practitioner with 25+ years of experience, with a discussion about changing what we coin ·unresourceful· money habits; chronic overspending which is often driven by unconscious needs like control, safety, and power, as well the opposite pattern of being extremely frugal, often rooted in fear and a lack of safety. Heidi suggests practical next steps: get clear on what you want, examine

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256

July 27, 2026

256. Rewriting Money Beliefs Part 1

This episode of CFO at Home is part 1 of Vince·s conversation with Heidi Heron, a Neuro-Linguistic Programming practitioner with 25+ years of experience, about how the ·language of the mind· creates patterns of emotions, beliefs, and behaviors·and how those patterns can be changed through root-cause work. Heidi connects NLP to money issues that commonly come up in her work, like worthiness, lack and limitation, and relationship dynamics around finances. She shares examples of a successful day tr

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255. Life Insurance Claims After Loss: Delays, Denials, and How to Prepare

255

July 20, 2026

255. Life Insurance Claims After Loss: Delays, Denials, and How to Prepare

On this episode of CFO at Home, Vince’s guest is attorney Stephanie Prestridge of Life Claim, who helps families when life insurance benefits are delayed, denied, or disputed after a death. Stephanie shares how seeing her typically strong grandmother get overwhelmed by legal matters after her grandfather’s Parkinson’s diagnosis shaped her shift into estate-related work with an emphasis on a client-centered approach. Vince and Stephanie then discuss the importance of estate and financial planning

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254. Investing: Breaking the 1% Fee Habit, Risk, and Staying the Course Part 2

254

July 13, 2026

254. Investing: Breaking the 1% Fee Habit, Risk, and Staying the Course Part 2

On this episode of CFO at Home, Vince and Andy Parrillo of Parrillo Investors wrap up their conversation with a discussion of the standard 1% assets-under-management fee that many advisors charge, Andy discusses the challenges of successful ·active trading· versus buying and holding low expense funds that more closely mirror indexes, investing with ·joy,· compounding, inflation·s damage, and the importance of remaining invested through flat periods. For more resources, including Andy·s book Beat

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253. Investing: Breaking the 1% Fee Habit, Risk, and Staying the Course

253

July 6, 2026

253. Investing: Breaking the 1% Fee Habit, Risk, and Staying the Course

On this episode of CFO at Home, Vince speaks with Andy Parrillo of Parrillo Investors about the importance of investors understanding the fees that financial advisors charge to manage their money, and the true all-in cost of investing in mutual funds and ETFs. Andy shares a bit on the history of these fees, and advocates for investors to have their advisors provide performance reports showing their returns after fees, against the performance of the appropriate benchmark. Andy also discusses how

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