Money Mindset Episodes

73
Dec. 1, 2021

73. Financial Anxiety

Michele Paiva is a Licensed Psychotherapist, Recovery Coach, and Certified Finance Educator with 30 years of experience in helping others to see their true value in order to springboard into a full, rich life. On this episode of CFO at Home, Michelle and Vince discuss financial anxiety, spending habits, the impact of money stories on your financial behavior, and more. Key Takeaways Financial Anxiety - Having an anxious/dysfunctional relationship with money; Identifying money as a part of oursel...
69
Nov. 3, 2021

69. Millionaire Traits

Russ Thornton is a fee-only financial advisor with over 25 years of experience delivering personal financial advice that helps his clients achieve comfort and confidence for the future while making the most of their lives today. On this episode of CFO at Home, Russ and Vince discuss achieving millionaire status in relation to marriage, income, frugality, and more. Key Takeaways “Millionaire Next Door” stats 80% believe spouses are critical factors in their economic success. 86.3% said their par...
63
Sept. 22, 2021

63. Talking Money across Generations

Hassan Thomas is the Founder and CEO of the brand FYI FLI (For Your Information: Financial Literacy and Investing) where the mission is to promote financial literacy, and teach millennials how to manage and grow their money. On this episode of CFO at Home, Hassan and Vince discuss differences and common ground on how each of us views credit, debt, investing, and more. Key Takeaways Financial areas where Gen Z/Young Millennials need to increase their knowledge Education about credit The importan...
58
Aug. 18, 2021

58. What Drives Our Money Behaviors?

Paul Roux is a Financial Coach who helps people in recovery take control of their money so they can live the lives they were created for. On this episode of CFO at Home, Paul and Vince discuss Paul’s personal journey out of substance addiction, understanding our money behaviors, the use of money as a coping mechanism, and more. Key Takeaways The lure of “retail therapy” can be strong; the use of shopping to cope with difficult feeling and emotions Self awareness is key to understanding your own...
48
June 9, 2021

48. Managing Money while living out your Faith with Donovan Brooks

Donovan Brooks is a Certified Financial Planner, the founder of Storyline Financial Planning, and the host of the Building Stewards podcast, where he dispenses biblical wisdom for where faith & finances meet. On this episode of CFO at Home Donovan and Vince discuss his thoughts on debt, money mindset, giving, and spending as seen through a Christian Biblical lens and more. Key Takeaways: Money problems are not always money problems, often they’re spiritual Know, Believe, Do What you know shapes...
47
June 2, 2021

47. 7 Wealth Building Rules with Chris Calandra

Chris Calandra is the Founder & Principal of Elliott Wealth Management Services, a Certified Financial Planner with over twenty-six years of experience helping entrepreneurs, retirees, & families achieve their financial goals & objectives, and the host of the Simply Financial podcast. On this episode of CFO at Home Chris and Vince discuss Chris’ 7 Wealth Building rules and more. Key Takeaways: Chris’ 7 Wealth Building Rules Setting Your Goals – Think short-term, mid-term & long- term. Financi...
46
May 26, 2021

46. Building Wealth with Rocky Lalvani

Rocky Lalvani’s story is a little different than that of most financial experts. He grew up as an immigrant to the US after his parents immigrated from India, spent his working career outside of the financial industry, and built a multimillion dollar fortune through old-fashioned saving and investing. On this episode of CFO at Home, Rocky and Vince discuss building wealth; Rocky’s money lessons from his youth, a few of his money mistakes, the role of wealth in building a rich, fulfilling life, a...
37
March 24, 2021

37.The Six Pillars of Wealth with Patrice Washington

Patrice Washington is an award-winning author, transformational speaker, hope restoring coach, and media personality who Success Magazine named one of 12 Inspiring Black Voices in Personal Development. She’s also the host of the Redefining Wealth podcast. On this episode of CFO at Home, Patrice and Vince discuss her new book, Redefine Wealth for Yourself; what it means to be truly wealthy, the role that fitness and relationship building play in attaining true wealth, and more. Key Takeaways 12...
27
Jan. 13, 2021

27. Know Yourself, Know Your Money with Rachel Cruze

Rachel Cruze is a #1 New York Times bestselling author, financial expert and host of the Rachel Cruze Show. On this episode of CFO at Home Rachel and Vince discuss her new book Know Yourself Know Your Money, how the lessons we learn about money growing up shape how we handle money, our money tendencies, the impact of fear on our financial lives, and more. Key Takeaways Four types of money classrooms: Anxious, Unstable, Unaware and Secure. The Anxious Money Classroom Emotionally stressed and ...
26
Jan. 4, 2021

26.Creating “Your Best Year” Financially with Joe McKowen

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 ...
15
Oct. 21, 2020

15. Money Mindset Coach Annette Schmidt of FinSavvy Mom

Annette Schmidt is a Money Mindset Coach known as the FinSavvy Mom. After years of bouncing checks, paying overdraft fees, and learning how to live on a budget she finally found financial success by changing her mindset and the way she approached money. Today on CFO at Home Annette and Vince discuss her personal money mindset turning points, thoughts on credit cards, budgets, the dreaded latte, and more. Ways to contact/follow www.anchor.fm/scaredtosavvy www.instagram.com/thefinsavvymom www.fac...
12
Sept. 30, 2020

12. The Importance of a Powerful “Why” with Financial Coach Suzanne Johnson

Suzanne Johnson is a Ramsey Solutions Master Financial Coach who for the last 5 years has been teaching clients to take control or their finances . On this episode of CFO at Home Suzanne and Vince discuss the number #1 financial issue of her clients, her views on the student loan crisis, debt reduction, and more. Ways to contact/follow Facebook - Grace Financial Coach Instagram - Grace Financial Coach Twitter - Grace Financial Coach Grace Financial Coaching
5
Aug. 12, 2020

5. Your Relationship with Money w/Aseel EL-Baba

Aseel EL-Baba is a Financial Therapist, Money Mindset Coach, Empowerment Speaker and Changer . On this episode of CFO at Home Aseel and Vince discuss her holistic approach to Money Coaching, why understanding your own money mindset is key in developing a healthy money relationship with your partner, Financial Enabling, Value Based Accounting, and more. Recommended resources: Books The Art of Money - Bari Tessler The Seven Stages of Money Maturity - George Kinder Your Money or Your Life - Vicki ...