Investing Episodes

Keisha Bailey is an experienced financial strategist, entrepreneur, and the founder of Profit Jumpstarter, an independent investment advisory and education firm. On this episode of CFO at Home, Keisha and I discuss the fundamentals of different types of investment vehicles; stocks, bonds, cryptocurrencies, real estate, and more. Key Takeaways Stocks - A security that represents the ownership of a fraction of a corporation. Benefits: Dividends Price appreciation ETFs - A bundle of stocks that c...

Brian Dress is the Director of Research at Left Brain, a wealth management firm providing financial planning and investment advice .On this episode of CFO at Home, Brian and Vince discuss Active investing, Risk Tolerance, and more. Key Takeaways: What Left Brain looks for in companies as growth investors: Revenue growth that’s accelerating Profitable companies that improve their margins over time Companies that are Category Definers entering new or growing markets; replacing legacy business Com...

Brendan Lee Young is the CEO of Passiv. Passiv is a portfolio management tool that makes it easier for DIY investors to maintain a balanced portfolio and build and maintain a passive investment strategy. On this episode of CFO at Home Brendan and Vince discuss passive investing; what it is and the benefits, maintaining a balanced portfolio, and more. Key Takeaways: General Benefits of Passive investing Saves time when compared to stock picking Lower fund fees when compared to actively managed f...

Alex Mason is the host of the Stock Stories podcast, where he explores the histories, business models, and economic characteristics of publicly traded companies. On this episode of CFO at Home, Alex and Vince discuss factors to consider when accessing the value of a particular stock, how understanding the basics of stock valuation makes you a better investor, America’s wealth gap, and more. Key Takeaways Factors to consider when accessing the value of shares of stock: Earnings/Profits - Is the ...

Dan Sarver is a college student who has written the book on money that he was looking for after graduating high school, 7 Investments In Your 20’s That Will Change Your Life. On this episode of CFO at Home, Dan and Vince discuss his inspiration for writing the book, the 7 investment vehicles mentioned in the title, and more. Key Takeaways: Dan’s 7 Investments in your 20’s that will change your life: Dividend Paying Stocks and Compound Interest The greatest asset for a young investor is time Lo...

Certified Financial Planner David Elder, Vince’s personal Retirement Advisor, is back with him on CFO at Home. This time around they discuss the GameStop trading craze and what it means for the average investor, Efficient Markets, when shorting stocks can be bad for the stock market in general, and more. Key Takeaways GameStop trading frenzy A number of Hedge Funds were “shorting” GameStop stock Shorting a stock is when you are loaned shares of stock by a brokerage company (with interest), you ...

Today we’re all taught that investing in stocks through tax advantaged accounts like 401Ks is one of best ways to build wealth and prepare for retirement. But how much of the history of the stock market or of these accounts do we really know? On this episode of CFO at Home, Vince and Kenny Polcari, CNBC Financial Commentator and Managing Partner of Kace Capital Advisors discuss the early days of his career on the floor on the New York Stock Exchange, the birth of the 80’s bull market and 401k in...

Michael Lacy is the host of the Winning to Wealth Podcast. After paying off $61,000 in debt in only 16 months, Michael and his wife created Winning to Wealth to help couples like themselves save more money, pay off their debt, and get started investing. On this episode of CFO at Home, Michael and Vince discuss his investing regrets, seven steps to follow before starting to invest, what to do when the stock market falls, and more. Resources: Winning to Wealth Podcast A Random Walk Down Wall Stre...