Wealth Building Episodes

On this episode of CFO at Home, Vince wraps up his conversation with financial coach Justin Bennett. This time, Justin and Vince dive deep into two critical stages of financial growth, focusing on commitment and momentum. Justin emphasizes that true change begins with a firm commitment to financial goals, illustrated through true stories of clients overcoming obstacles. They explore the importance of alignment in couples' financial journeys, the necessity of regular communication to foster share...

On the next two episodes of CFO at Home, Vince's guest is Suzanne Leydecker, a lifelong philanthropist and author of "A Woman on Top: My Journey Through Self Discovery Through Love and Money." Suzanne opens up about her experiences of inheriting money, and how it·s shaped her understanding of love and finances. She also reflects on the complexities that arise when women possess greater income and the impact it can have on personal relationships, the connections between love and money, and her pe...

This episode of CFO at Home is Part 2 of Vince·s conversation with Chase Collins, Certified Master Life Coach and author of "Trust Your Trust Fund." This time out Chase and Vince explore the often misunderstood dynamics of wealth and the mindset that surrounds it. They dive into common misconceptions about the wealthy, such as the belief that money solves all of our problems, and discuss the stigmas faced by those who inherit wealth. Chase shares insights on the importance of mindset, emphasizin...

On this episode of CFO at Home, Vince·s guest is Chase Collins, a Certified Master Life Coach and author of "Trust Your Trust Fund." Chase shares his unique perspective on generational wealth, drawing from his own experiences as a fifth-generation inheritor. Vince and Chase discuss the challenges faced by those who inherit wealth, including feelings of entitlement, the importance of building a life of purpose, and the psychological impact of sudden wealth syndrome and how it can affect relations...

On this episode of CFO at Home, Vince·s guest is Aaron Miller, an elder law attorney whose personal experiences have shaped his passion for helping families navigate the complexities of estate planning and elder care. Aaron shares his personal story, then they get into the importance of understanding the financial implications of aging, including misconceptions surrounding Medicare and Medicaid, and the necessity of proactive planning. Aaron discusses various options for funding care, including ...

On this episode of CFO at Home, Vince's guest is Frank Buchholz, a seasoned financial expert with over 40 years of experience, and the author of The Investor’s Golden Playbook, 12 Rules for Achieving Real Wealth. Frank shares his personal financial journey, building an impressive retirement savings of over $8 million, beginning with modest contributions to his 401(k) in the early 1980s. He discusses the importance of maxing out contributions, the critical decisions he made during market downturn...

On this episode of CFO at Home, Vince continues his conversation with Victor Idoko, wealth strategist and author of '7 Basic Wealth Strategies'. Victor and Vince dive into how the 7 Basic Wealth Strategies are applicable specifically to those struggling to manage their finances. Victor shares his observations on the challenges faced by those living paycheck to paycheck, emphasizing the critical role of cash flow management and the dangers of bad debt. He outlines practical steps for tackling deb...

In this episode of CFO at Home, Vince’s guest is Victor Idoko, wealth strategist and author of 7 Basic Wealth Strategies. Vince and Victor discuss the importance of a holistic approach to wealth management, and walk through the seven strategies outlined in his book, which serve as a roadmap for anyone looking to enhance their financial well-being, regardless of their current financial status. We also discuss common biases that affect financial decision- making, the significance of tailored cash ...

This episode is Part 2 of Vince’s discussion with Paul Craan, author of 'How to Be Financially Free'. This time around Paul shares his personal journey from being a person who spent all of his extra income, to discovering a unique savings strategy that allowed him to build wealth steadily over time. He walks listeners through his Five-Step Savings Plan, emphasizing the importance of discipline in managing money and how this unconventional approach can help break the paycheck-to-paycheck cycle. F...

On this episode of CFO at Home, Vince’s guest is Derrick Kinney, a successful entrepreneur who achieved millionaire status by age 37. Derrick shares his inspiring journey of going from a lower middle class background to financial success, emphasizing the importance of mindset and how it can shape one's financial destiny. Derrick and Vince discuss the significance of problem-solving in any career, the crucial steps to managing money effectively, and Derrick’s five-step framework, the Millionaire ...

On this episode of CFO at Home, Vince’s guest is Bri Conn, the Chief Experience Officer of Childfree Wealth®, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. Bri and Vince dive into key financial considerations for the childfree, including how childfree individuals can optimize their time, money, and freedom, the importance of having a plan for long-term care, the concept of legacy beyond traditional generational wealth and the importance of es...

On this episode of CFO at Home, Vince’s discussion is with Jude Wilson, Chief Financial Strategist at Centrus Financial Strategies, about financial planning, specifically for underrepresented communities and the first-generation affluent. They discuss the importance of understanding cash flow versus net worth and the challenges of changing financial mindsets. Jude also shares his personal money journey as the son of Haitian immigrants as well as stories of individuals who have transformed their ...

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...

Even while he worked as a professional in the Financial Services industry, Andy Hoffman struggled to make conventional budgeting work at home. This struggle led him to create a system that is centered around automation, not budgeting, to manage his personal finances, and from there develop a course that teaches others to do the same. On this episode of CFO at Home, Andy and Vince discuss some of the principles of his course, and implementing a system of automation for managing your money. Key T...

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 ...

We began this series by introducing a study by a noted psychology professor that looked at how goal achievement in the workplace is influenced by three key actions: 1. Writing goals 2. Committing to goal-directed actions 3. Creating accountability for those actions In previous episodes we focused on the first two steps, Today we’re moving on to Step 3, Creating Accountability. In the study we discussed last week on creating goal-directed actions, the group that was most successful in creating t...

On last week's episode we introduced a study by a noted psychology professor that looked at how goal achievement in the workplace is influenced by three key actions: 1. Writing goals 2. Committing to goal-directed actions 3. Creating accountability for those actions In that episode we focused on the first step, Writing Goals. In this episode we’re moving on to Step 2, Committing to goal-directed actions. In a study conducted at the Graduate School at City University of New York, participants we...

In this episode CFO at Home, we look at goal setting by borrowing some ideas from the business world. If you’re listening to a Personal Finance podcast this time of year, you may be thinking “This is the year that I’m going to get better with managing my money!” “I’m going to be less wasteful, create a budget and stick to it, get out of debt, improve my credit score, start saving, or achieve some other other financial objective. These are all good and worthy goals, but before you pull out that s...