Investing Episodes

166. Dad Wisdom: Financial Tips for Adulting
July 3, 2024

166. Dad Wisdom: Financial Tips for Adulting

In his book Not Another Lecture - 20 FinBit$ of Unsolicited Dad Wisdom about Money, Johnny Bohan uses his background as a Certified Financial Planner, college finance professor, and most importantly, a Dad, to share in a humorous way simple,...
149. Investing Fundamentals to Kick Off the New Year!
Jan. 24, 2024

149. Investing Fundamentals to Kick Off the New Year!

On this episode of CFO at Home, our series on your 2024 money goals rolls on, this time focusing on investing. Vince’s guest today is Shari Rash, founder and Financial Advisor with Greenway Wealth Advisory and the host of the Money Chic podcast....
139. Money Management for the Analytical Thinker
Oct. 4, 2023

139. Money Management for the Analytical Thinker

Vince has spent his professional career working with engineers, project managers, coders, and various other left-brain thinkers. The overwhelming majority are intelligent, logical, professional, and good at what they do. However, for all of their...
138. The Power of Patience and Consistency
Sept. 27, 2023

138. The Power of Patience and Consistency

When we think about what it takes to be a successful investor, many times what comes to mind are characteristics like being an excellent stock picker, knowing when to buy and sell stocks, and having some level of sophisticated knowledge of finance and...
136. Finding Your Financial Pro
Sept. 13, 2023

136. Finding Your Financial Pro

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...
126. Sh** Adults Didn’t Teach Their Kids About Money
May 24, 2023

126. Sh** Adults Didn’t Teach Their Kids About Money

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 it was for us for any...
123. Automate your Finances!
May 3, 2023

123. Automate your Finances!

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...
122. Financial Freedom for Service Industry Professionals
April 26, 2023

122. Financial Freedom for Service Industry Professionals

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 benefits including paid time off...
116. How to Make an Investment Plan Yourself (Step-By-Step)
March 15, 2023

116. How to Make an Investment Plan Yourself (Step-By-Step)

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 start? That is the subject...
86. Inflation, Recession, and your Finances (Part 2, Back to Basics)
June 29, 2022

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

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 CFO at Home. In this episode...
84. Bitcoin and Cryptocurrency
June 15, 2022

84. Bitcoin and Cryptocurrency

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 collapses, it’s dismissed...
79. Managing your Fear as an Investor
March 30, 2022

79. Managing your Fear as an Investor

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 advice. On this episode of...
71. Real Estate Investing, Stock Investing
Nov. 17, 2021

71. Real Estate Investing, Stock Investing

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 Jonathan and Vince compare...
70. The Basics of Investing
Nov. 10, 2021

70. The Basics of Investing

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...
54. Active Investing with Brian Dress
July 21, 2021

54. Active Investing with Brian Dress

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: ...