Money Mindset Episodes

Feb. 28, 2024

154. Money and Relationships - Money, Relationships, and Happiness

In the final episode of CFO at Home’s Money and Relationships series, Vince talks with Greg Davis, retired Senior Finance Executive, academic, and author of the book "Checkmate: Tips & Lessons to help you Make the Right Move…
Nov. 1, 2023

143. Life Goals, Money Goals

With the exception of a chosen few who are born into very fortunate circumstances, few of us wander into a position of sustained financial stability. It takes intentionally, and intentionally is driven by goals. On this epis…
Oct. 25, 2023

142. Navigating Family Money Conversations

Google “Topics that people avoid talking about” and money appears on almost any list (along with politics, region, death, and sex). Throw in the often complicated dynamics of family relationships, and it’s no wonder that fam…
Oct. 18, 2023

141. Self-Sabotage and Your Money

I told myself that getting out of debt this year was a priority, so why did I just buy a new car? Why did I just spend the money that I was saving for a house down-payment on a vacation? We often can be our own worst enemies…
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. How…
Sept. 6, 2023

135. Do High Net Worth Individuals really do that?

According to NerdWallet, although there’s no official definition, most experts agree that a High Net Worth Individual is a person who has somewhere between $1-$5 million dollars in liquid assets. Given that attaining this st…
Aug. 30, 2023

134. Managing Family Finances like a Business

Aaron Shelley is the author of The Family Flywheel: The Secret Business Principles Successful Families Use to Create Sustained Wealth And Happiness. On this episode of CFO at Home, Aaron and Vince discuss the differences and…
Aug. 9, 2023

131. Preparing your Family Financially

So many of our life’s money goals revolve around the positive; financial freedom, owning your own home, driving a nice car, taking wonderful vacations. But as much enjoyment as we can derive from these types of things, there…
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 …
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 benefit…
April 12, 2023

120. Toxic Relationships and your Money

In her book Out of the FOG Into the CLEAR, Journaling to Help You Heal from Toxic Relationships, Shannon Petrovich helps victims of narcissistic, abusive, or other toxic relationships find their bearings, push past paralysis…
March 22, 2023

117. Money Tips from "Ochocinco" and T.O.?

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…
March 8, 2023

115. We Know Better, Why Can’t We Change?

As much as we rightfully talk about topics like financial literacy, our problems with money are just as often caused by self sabotaging behaviors as by a lack of financial knowledge. On this episode of CFO at Home, Vince tal…
Jan. 25, 2023

109. Why do we do the things we do with Money?

While being financially literate is fundamental to our ability to manage our money effectively, if we don’t have healthy relationships and beliefs about money, our financial knowledge means very little. Today on CFO at Home,…
Jan. 18, 2023

108. Attack your Money Goals like a CFO - Part 3: Creating Accountability

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. …