Education Episodes

On this edition of CFO at Home, Vince wraps up the last of 3 consecutive episodes on preparing financially for college with a discussion with Kuni Beasley, founder of Beasley College Prep, on some of the top strategies that he and his team have used since 2011 to help students earn over $300 million in scholarships and grants, while being admitted to some of the top institutions in the country; including Ivy League schools, Service Academies, and Top Tier colleges such as MIT, Stanford and Duke....

Last time out we talked about balancing saving for college and retirement with Dan Cieniewicz of Hyperion Financial. On this episode, Vince continues the college discussion with Honoria DaSliva-Kilgore, founder of Personal College Counseling, Inc., (also known as PCCI) this time focusing on college prep and how to best position young scholars for success in college in all aspects of their education, including financial. You can learn more about Honoria and PCCI at PersonalCollegeCounseling.com ...

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 of the plan is fair; whether or not it goes far enough, if it’s just political pandering, and on, and on, and on. So instead of the typical episode I thought we’d take a quick look at the info currently available about the plan, discuss some of the pros and cons of a college e...

Joe McKowen is a Financial and Personal Growth Coach who works with clients to create clarity in their plans, accountability in their actions, and growth in their life. In 2020 Joe joined the John Maxwell team and combined his business and coaching experience with the best leadership training in the world. Today on CFO at Home, Joe and Vince discuss using Maxwell’s Invaluable Laws of Growth to master your money, his new course “Your Best Year”, and more. Key Takeaways Maxwell’s Invaluable Laws ...

Harry Stout is a senior leader in the global financial services business with expertise in personal finance, life insurance, annuities, product innovation, and business management. He’s also the author of The FinancialVerse, A Common Sense Approach for Your Money, which presents a straightforward, easy to read explanation of what you can expect to experience at each stage of your financial life. On this episode of CFO at Home, Harry and Vince discuss the 3 financial life stages outlined in his b...

Gail Hamilton is Owner and Principal at BEE Connected LLC. Through BEEconnectedlife.com, Gail provides financial education to help individuals and businesses protect their assets and structure generational wealth through the creation of private family or business trusts or private family foundations. On this episode of CFO at Home, Gail and Vince discuss simple and complex wills and trusts, 4 Keys to Wealth, the book that Gail recently co-authored, and more Key Takeaways: Simple Will, Simple Tr...

Deanna Brown is a Certified Financial Planner, Certified Divorce Financial Analyst, and Managing Director with Lakeview Capital Partners. On this episode of CFO at Home Deanna and Vince discuss the money struggles of her family growing up, preparing for challenging financial times, the perils of using your retirement savings for emergencies, and more. Recommended Books and Resources: Books The Millionaire Next Door The MIllionaire Woman Next Door Money - Rob Moore Women with Money Resources Sa...

Elle Martinez helps families achieve financial freedom by sharing tips for reducing debt, increasing income, and building net worth through her website and podcast, Couple Money. On this episode of CFO at Home Elle and I discuss the power of money habits, credit card usage, the value of college education, and more. Recommended resources: Book - Jumpstart your Marriage and your Money Couple money site Couple Money podcast Ways to contact/follow Couple Money twitter Couple Money Facebook Couple ...

Brianne Soscia is a Certified Financial Planner and Financial Advisor who specializes in working with families, individuals, and business owners in the areas of retirement planning, investment management, and college savings. She’s also known as The Financial Yogi. On this episode of CFO at Home Brianne and Vince discuss when individuals should seek professional advice on their finances, qualifications you should look for in a financial professional, what you should know before you engage a fina...