Budgeting College

125. Parenting and Money Part 1: Lessons from a College Graduation

May 17, 2023

So last week I attended my youngest son’s college graduation ceremony, an experience that needless to say brings up a lot of emotions; pride, joy, and little sadness about the passage of time. He graduated on a Friday and st…

Investing Budgeting Saving Money Wealth Building

123. Automate your Finances!

May 3, 2023

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 Investing Money Mindset

122. Financial Freedom for Service Industry Professionals

April 26, 2023

The majority of today’s conventional personal finance advice is primarily designed to speak to a certain audience; salaried or hourly workers with fairly predictable and consistent incomes, with employers who provide benefit…

Budgeting Debt

94. Breaking the Cycle of Debt

Sept. 7, 2022

These days, Crystal Williams, Financial Coach and Founder of Smart Money Financial Coaching, works with women and married couples who “make too much to feel this broke” move from financial stress to financial freedom. Howeve…

Budgeting Investing

86. Inflation, Recession, and your Finances (Part 2, Back to Basics)

June 29, 2022

News about inflation and a looming recession has been dominating the headlines, but what does all of this mean for us and our finances? This is our second and final episode on Inflation, Recession and your Finances here on C…

Budgeting Financial Independence

78. Developing a Spending Plan to Build Wealth

March 23, 2022

Walli Miller is a financial coach and money mentor who went from overspending and compulsive shopping to being debt-free and building a multiple six-figure investment portfolio. After gaining control of her finances and crea…


55. Budgeting and the Psychology of Money with Sarah Blanchfield

July 28, 2021

Sarah Blanchfield is a financial therapist and the founder of My Bulletproof Budget, where she’s on a mission to disrupt the finance industry by focusing on behavioral economics and how it can be used to heal people's relati…


53. Budgeting Tips, Debt Reduction, and Credit with Kate Grayson

July 14, 2021

Kate Grayson is a Money Coach and Founder of Beyond Money, where she specializes in helping people improve their financial lives on their own terms; no jargon, no shame, and no boilerplate solutions. On this episode of CFO a…


44. Think Like a CFO with Andrew Warner of Marketing CFO

May 12, 2021

Andrew Warner is a virtual CFO for marketing agencies and e-commerce stores. His unique mix of experience in both finance and marketing allows him to approach how he helps the companies he works with in a unique way - helpin…


39. Travel without breaking your budget with Kelli Nielsen of Trip Fixers

April 7, 2021

Kelli Nielsen is a world traveler, toddler mom, cancer nurse, and blogger inspiring people to achieve dream travel on THEIR budget and live their best lives through her business, Trip Fixers. On this episode of CFO at Home, …


33. Budgeting Basics with Kenny Ingersoll of Revolution Financial Management

Feb. 24, 2021

Kenny Ingersoll is a representative with Revolution Financial Management, which seeks to help people better their financial situation through education and awareness. On this episode of CFO at Home, Kenny and Vince discuss b…