Financial Literacy Episodes

On this episode of CFO at Home, Matt Marizio, lawyer, father, and entrepreneur, shares his incredible journey from playing professional baseball to becoming a founder of a registered investment advisory firm, Reconstructing Wealth. Matt discusses how his childhood experiences with money shaped his perspective and how he overcame financial adversities along the way. He also dives into the importance of understanding the 'rules of the game' when it comes to personal finance, the limitations of rel...

On this episode of CFO at Home, Vince’s guest is Drew Boyer, a Certified Financial Planner and author of "Hip Hop X Finance: Become a Financial Gangster, Get off Debt Row and Stack your Cash Flow." Drew shares his journey of merging his passion for music and personal finance, illustrating how hip hop culture can serve as an engaging lens for financial education. He discusses the importance of understanding personal finance through relatable examples from hip hop moguls, including Hammer and Dr. ...

On this episode of CFO at Home, Vince’s guest is Janine Firpo, co-founder of the nonprofit Invest for Better and author of the book "Activate Your Money." Janine shares her journey as an investor and her passion for empowering women to take control of their financial futures. She discusses the systemic barriers women face in investing, the significance of values-aligned investing, and the importance of community in fostering financial confidence. Janine also highlights the need for women to unde...

On this episode of CFO at Home, Vince’s guest is John Cousins, founder of MBA A$AP, an online business education community that provides individuals around the world with access to valuable business skills and knowledge John shares his thoughts on the importance of treating personal finances like a business, discussing key concepts such as income-producing assets, the pitfalls of consumer debt, and the significance of financial literacy. John also dives into the complexities of student loans, th...

On this episode of CFO at Home, Vince’s guest is Sharon Soliday, a passionate advocate for financial education, particularly for young people. Sharon shares her own journey growing up with limited financial resources and how it shaped her desire to help others learn valuable money lessons. Sharon’s book "Cradle to Credit," emphasizes the importance of teaching kids financial concepts from an early age, and provides practical strategies for parents to engage their kids in age-appropriate discussi...

On this episode of CFO at Home, Vince’s guest, Paul Murphy of Divorce Detox, shares his personal story of divorce, and the challenges that he’s faced in transitioning from a spouse who was largely uninvolved in the day to day management of his finances, into the CFO of his Home. Paul’s experiences inspired him to create Divorce Detox, a digital program aimed at helping men manage the emotional and financial aspects of divorce. You can find out more about Paul and Divorce Detox by visiting divorc...

On this episode of CFO at Home, Vince talks with Tim Clifford, author of "Plan Assist: Make Better Financial Decisions," about the importance of having a financial plan, the difference between earning money and accumulating wealth, and the retirement crisis facing many Americans today. They explore the concept of diversification, the role of financial advisors, the significance of both formal and informal financial counsel, and more. You can learn more about Tim and PlanAssist, by going to PlanA...

In his book Not Another Lecture - 20 FinBit$ of Unsolicited Dad Wisdom about Money, Johnny Bohan uses his background as a Certified Financial Planner, college finance professor, and most importantly, a Dad, to share in a humorous way simple, straightforward, tips on how to how to manage money with his readers. Today on CFO a Home, you’ll get a double shot of dad wisdom from Johnny and Vince as they discuss the importance of getting a clear picture of your financial situation, “roboing” your savi...

Certified Financial Planners, Chartered FInancial Analysts, Chartered Financial Consultants, Chartered Retirement Planning Counselors, Certified Divorce Financial Analysts. These are just a handful of the types of different certifications that Financial Advisors have in today’s market. There are also Financial Coaches, Financial Educators, Financial Therapists, and a host of others financial professionals with an array of titles, credentials, areas of expertise, and specializations. While it’s g...

Vince Shorb is one of the country’s leading advocates for promoting financial wellness, and a thought leader in teaching and scaling financial education programming. On this episode of CFO at Home, the VInces discuss the philological side of financial literacy and wellness, managing your finances during challenging economic times, the danger of living above our means, how childhood experiences shape our money habits, and more. Key Takeaways The less financial margin (wiggle room) we have the m...

Chad Johnson was a NFL wide receiver for the Cincinnati Bengals from 2001 to 2010 and played for the New England Patriots in 2011. You’ll hear him referred to at times as Chad Ochocinco because from 2008-2012 he wanted to be called by that name in tribute to his jersey number, 85. Terrell Owens also played wide receiver in the NFL from 1996 to 2010 for 5 teams, starting with the San Francisco 49ers and ending with one year playing alongside Chad Johnson in Cincinnati. Wikipedia lists TO, as he ...

In our last episode we looked at the role that generational poverty has played in maintaining the Wealth Gap, and discussed some possible solutions. Today on CFO at Home, Vince and the founder of Raise Financial and Scholar Raise Welsey Belden discuss some of the root causes of wealth inequality, whether or not the system is “rigged” and the work Wesley’s companies are doing to help level the playing field. Key Topics Root causes of Wealth Inequality (3:58) Wage Stagnation Rising Real Estate...

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 degree. Based on race and ethnicity, the range goes from $24k for black non-hispanics, to $189k for white, non-hispanics. For the next 2 episodes of CFO at Home, we’re diving into America’s wealth gap. This week is a discussion about generational poverty and what it takes to br...

There are those of us who are self confessed money nerds who love talking, reading, and learning all about money. Other folks appreciate the role that money plays in helping them achieve their goals, but aren’t interested in getting too far into the details. Regardless of your level of interest, what are the fundamentals that we all need to understand about the subject? That’s the discussion Vince has with Financial Mentor and Educator Eunicia Peret of Empowered Financial Planner on this episode...

When it comes to the subject of faith, the church, and money, too often the images that come to mind aren’t exactly positive. Today on CFO at Home Vince talks with Scott LaPierre, a Pastor who is dedicated to teaching sound, practical biblical money principles through his sermons, podcast, blog, and most recently his new book, Your Finances God’s Way, A Biblical Guide to Making the Best Use of Your Money. Check out the conversation where we discuss Scott’s views on the bedrock financial topics o...

Pam Prine is a Financial Advisor and co-owner of Keystone Capital Management, an investment and retirement planning firm. She is also one of the hosts of the Wow Me ( Women on Wealth Management Education) Video Podcast. On this episode of CFO at Home, Pam and Vince discuss the importance of married women being knowledgeable about their family finances, differences in how men and women view money, the difference between your financial risk tolerance and risk capacity, and more. Key Takeaways The...

Jamie Bosse is a Financial Planner and author with a passion for mentoring and financial literacy. Her newly released book, Money Boss Mom, is targeted at helping parents in their 20’s, 30’s, and 40’s take control of their financial lives. On this episode of CFO at Home, Jamie and Vince deep dive into one of the areas discussed in Money Boss Mom, increasing your Net Worth; building up cash, buying a home, investing, managing debt, and more. Key Takeaways Net Worth Assets - Liabilities What you ...

Milan Kovacevic is the co-founder and CEO of Finny—a personal finance community and education app that's game-based, personalized to your interests, curriculum-based and free. On this episode of CFO at Home, Milan and Vince discuss how Finny helps to increase financial literacy through customized learning experiences, providing community, offering rewards, and more. Key Takeaways: Main areas of Finny Learn - Customized learning experiences based on your interest such as: Save for a Rainy Day Bu...

Mike Fraietta is the Founder and CEO of KidFolio, an app that allows you to contribute to an experience, help a child save for college, or teach financial literacy by gifting an investment. On this episode of CFO at Home, Mike and Vince discuss how KidFolio can simplify gift-giving to kids, the various ways the app can help build financial literacy, and more. Key Takeaways Giving kids gifts like stock shares in companies that sell products they’re interested in (like Disney) can help them “conn...

William Glass is a FinTech entrepreneur whose mission is to improve financial well-being globally. As founder & CEO of Ostrich, William has developed an app to help individuals build financial literacy by creating social community and accountability around money - think saving & investing with friends. On this episode of CFO at Home, William and Vince discuss using the Ostrich App to build better financial habits in terms of spending, saving, investing, and more. Key Takeaways Ostrich Challenge...

Bill Dwight is the CEO and Founder of FamZoo.com, where the mission is to bring financial literacy to 40 million American kids through thoughtful parent-moderated payment technology. On this episode of CFO at Home, Bill and Vince discuss creating “The Bank of Mom and Dad” to teach kids money management skills, the virtues and downsides of trading apps, the Family 401K, and more. Key Takeaways FamZoo is an App that helps to execute operating a “Bank of Mom and Dad” Teaches kids that you can put y...