126. Sh** Adults Didn’t Teach Their Kids About Money
May 24, 2023
Even the most caring parents make mistakes with their kids. We do our best but when we don’t know much about a subject ourselves, it can be hard to give the best advice. Or maybe the game is just different for our kids than …
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 …
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…
116. How to Make an Investment Plan Yourself (Step-By-Step)
March 15, 2023
Thanks in large part to investing apps like Robinhood, awareness of stock trading and investing has never been higher for the average person. But if you’re interested in becoming a real, long-term investor, where do you star…
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…
84. Bitcoin and Cryptocurrency
June 15, 2022
For everything that’s been said about Cryptocurrency, the one thing you never hear it called is boring. When its price shoots up, it’s talked about as the opportunity of a lifetime to make huge profits. When its price collap…
79. Managing your Fear as an Investor
March 30, 2022
John Stoj spent over two decades as an investment banker and money manager before striking out on his own after the 2008-2009 financial crisis. Today, he mentors people through providing them with financial & strategic advic…
71. Real Estate Investing, Stock Investing
Nov. 17, 2021
Jonathan Heagle is President of Mountain Vista Wealth Management, a fee-only registered investment advisor that helps pre-retirees and real estate investors achieve time and financial freedom.. On this episode of CFO at Home…
70. The Basics of Investing
Nov. 10, 2021
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 funda…
54. Active Investing with Brian Dress
July 21, 2021
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, an…
51. The Case for Passive Investing with Brendan Lee Young
June 30, 2021
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 C…
42. Stock Valuation with Alex Mason of the Stock Stories Podcast
April 28, 2021
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…
38. 7 Investments In Your 20's That Will Change Your Life with Dan Sarver
March 31, 2021
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 dis…
32. The GameStop trading frenzy and what it means for the average investor
Feb. 17, 2021
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 Ma…
22. Stock Market Stories from the 401K age with Kenny Polcari, CNBC Contributor and Managing Partner of Kace Capital Advisors
Dec. 9, 2020
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 …