On this episode of CFO at Home, Elizabeth George, a Dallas-based financial strategist and former private banker, shares her personal journey of reaching financial independence, and using her freedom to build an advice-only co...
On this episode of CFO at Home, Vince's is Brenton Harrison, founder of the advisory firm New Money, New Problems. Brenton shares his own experience growing up with an ER-physician father and nurse mother who were high-earner...
On this episode of CFO at Home, Vince and Paul Compeau from Bridgewise Financial Partners discuss applying a ·think like a CFO· mindset to college planning. Paul shares some of his own personal missteps throughout his college...
On this episode of CFO at Home, Vince wraps up his conversation with Albert Butler, CPA, MBA, and author of 'Life:, Truth, Love, Loss, Success, and Failure·. This time around Albert and Vince dive into practical budgeting tip...
On this episode of CFO at Home, Vince's guest is Albert Butler, CPA, MBA, and author of 'Life:, Truth, Love, Loss, Success, and Failure·. Albert and Vince discuss his inspiration and journey writing the book, and explore the ...
On this episode of CFO at Home, Vince·s guest is Scott MacKenzie, author of The Lobster League, A Fable About Personal Finance. Scott and Vince dive into the concept of the book, which is designed as a fable to teach personal...
On this episode of CFO at Home, Vince continues his conversation with financial experts Steve Short and Mark Schlipman, authors of ·The Simple Road Toward Financial Freedom·, a #1 Amazon bestseller with a foreword by Will Fer...
On this episode of CFO at Home, Vince·s guests are Steve Short and Mark Schlipman, authors of ·The Simple Road Toward Financial Freedom·, a #1 Amazon bestseller with a foreword by Will Ferrell. Steve and Mark recount how thei...
On this episode of CFO at Home, Vince’s guest is Brian Pultro, a Navy veteran turned financial advisor. Brian shares his journey from joining the military after the 9/11 attacks to transitioning into a financial advising care...
So as I've done for the last couple of years, I'm taking a break from publishing new episodes for the month of December. New episodes will resume on Monday, January 5th. In the meantime, check out the info below on top episod...
On this episode of CFO at Home, Matt Marizio, lawyer, father, and entrepreneur, shares his incredible journey from playing professional baseball to becoming a founder of a registered investment advisory firm, Reconstructing W...
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. Jus...
On this episode of CFO at Home, Vince·s guest is Justin Bennett, a financial coach with a remarkable story of overcoming his own financial challenges, including how he overcame being over $100,000 in debt, to achieve financia...
On this episode of CFO at Home, I wrap up my conversation with Suzanne Leydecker, lifelong philanthropist and author of "A Woman on Top: My Journey Through Self Discovery Through Love and Money." This time around Suzanne cont...
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 exper...
On this episode of CFO at Home, Vince and his guest, Kyle Gabhart, author of "Legends Don't Retire and Neither Should You"., discuss creating a meaningful legacy, financial and otherwise. They discuss the importance of living...
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 we...
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...
This episode of CFO at Home is Part 2 of Vince·s conversation with Bart Merrill, entrepreneur and author of "Monetize Your Mindset." This time around Bart shares his journey through various ventures, from bungee jumping to do...
This episode of CFO at Home is Part 1 of Vince·s discussion with Bart Merrell, an entrepreneur and author of "Monetize Your Mindset." Bart and Vince discuss his journey of creating financial security through the monetization ...
On this episode of CFO at Home, Vince's guest is Pravat Lall, the founder of SmartHeritance, a platform dedicated to preserving digital legacies. Pravat and Vince discuss the concept of digital legacy, the importance of keepi...
This episode of CFO at Home is Part 2 of Vince's conversation with Aaron Miller, an elder law attorney who this time around shares his perspective on long-term care insurance. Aaron discusses the critical importance of planni...
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 s...
This episode of CFO at Home is part 2 of Vince·s conversation with Frank Buchholz, a seasoned financial expert and author of The Investor·s Golden Playbook: 12 Rules for Achieving Real Wealth. This time around Frank and Vince...
