Episodes

Oct. 20, 2025

220. Lessons from Generational Wealth Part 2 - The Real Secrets of the Wealthy

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...
Oct. 13, 2025

219. Lessons from Generational Wealth Part 1

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...
Oct. 6, 2025

218. Monetize Your Mindset Part 2: Evaluating Your Side Hustle Choices

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...
Sept. 29, 2025

217. Monetize Your Mindset Part 1: Turning Life Experiences into Income

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 ...
Sept. 22, 2025

216. Managing Your Digital Legacy

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...
Sept. 15, 2025

215. Navigating Elder Care Part 2 - Long Term Care Insurance

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...
Sept. 8, 2025

214. Navigating Elder Care Part 1 - Protecting Your Family's Wealth and Well-being

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...
Sept. 1, 2025

213. The Investor's Golden Playbook Part 2 - Mastering the Mindset for First Generation Wealth

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...
Aug. 25, 2025

212. The Investor's Golden Playbook Part 1 - How a Financial Expert Built Wealth and a Legacy

On this episode of CFO at Home, Vince's guest is Frank Buchholz, a seasoned financial expert with over 40 years of experience, and the author of The Investor’s Golden Playbook, 12 Rules for Achieving Real Wealth. Frank shares...
Aug. 18, 2025

211. 7 Basic Wealth Strategies Part 2 - Navigating Debt and Cash Flow

On this episode of CFO at Home, Vince continues his conversation with Victor Idoko, wealth strategist and author of '7 Basic Wealth Strategies'. Victor and Vince dive into how the 7 Basic Wealth Strategies are applicable spec...
Aug. 11, 2025

210. 7 Basic Wealth Strategies

In this episode of CFO at Home, Vince’s guest is Victor Idoko, wealth strategist and author of 7 Basic Wealth Strategies. Vince and Victor discuss the importance of a holistic approach to wealth management, and walk through t...
Aug. 4, 2025

209. Transforming Adversity into Wisdom - A Financial Coach’s Personal Insights on Managing Money

On this episode of CFO at Home, Vince·s guest is Paris Cluff, a Certified Financial Educator and Coach. Paris shares his journey from a corporate career, to becoming a financial advisor and educator, all while navigating his ...
July 28, 2025

208. Breaking Free from Paycheck to Paycheck Living Part 2 - The Five-Step Savings Plan

This episode is Part 2 of Vince’s discussion with Paul Craan, author of 'How to Be Financially Free'. This time around Paul shares his personal journey from being a person who spent all of his extra income, to discovering a u...
July 21, 2025

207. Breaking Free from Paycheck to Paycheck Living Part 1 - Mindset, Gratitude, and Challenging Conventional Financial Wisdom

On this episode of CFO at Home, Vince’s guest is Paul Craan, author of 'How to Be Financially Free.’ Paul and Vince explore the concepts of financial freedom and independence, Paul’s thoughts on how to transition from relying...
July 14, 2025

206. Creating a Lasting Financial Legacy

This episode of CFO at Home is Part 2 of Vince’s conversation with Christopher Wilson, author of 'How to Make Your Nest Egg Last a Lifetime. This time around Chris and Vince discuss building a financial legacy. Chris shares i...
July 7, 2025

205. Reviving Investment Clubs: Strategies for Young Investors

On this episode of CFO at Home, Vince’s guest is Christopher Wilson, author of 'How to Make Your Nest Egg Last A Lifetime.' Chris and Vince discuss the resurgence of investment clubs, especially for young people looking to bu...
June 30, 2025

204. The New Job Search Playbook: Mastering the Interview, Strategies to Stand Out and Succeed

On this episode of CFO at Home, Vince continues his conversation with Amy Adler, President of Five Strengths Career Transition Experts, this time focusing on job interviews. Amy and Vince explore the critical steps in prepari...
June 23, 2025

203. The New Job Search Playbook: Resumes, LinkedIn, and AI

This episode of CFO at Home is part 1 of Vince’s conversation with Amy Adler, President of Five Strengths Career Transition Experts, a firm specializing in resume writing for executives and their teams. In this part of their ...
June 16, 2025

Quick Take - The 7 Money Personalities: A Guide for Couples

In this episode of CFO at Home, Vince delves into the fascinating world of behavioral finance, particularly focusing on the concept of The 7 Money Personalities as introduced by Ken Honda in his book "Happy Money." Vince expl...
June 9, 2025

202. The 8 Decisions That Could Make or Break Your Retirement Part 2

On this episode of CFO at Home, Vince continues his discussion with Mel Stubbs, author of "Your FERS Federal Retirement: The 10 Decisions that Will Make or Break Your Retirement." Their focus shifts to the critical Social Sec...
June 2, 2025

201. The 8 Decisions That Could Make or Break Your Retirement Part 1

On the next 2 episodes of CFO at Home, Vince’s guest is Mel Stubbs, author of "Your FERS Federal Retirement: The 10 Decisions that Will Make or Break Your Retirement," to discuss key decisions that can shape our retirements. ...
May 26, 2025

200. Financial Fees Explained: Navigating the Costs of Investment Advice

This episode of CFO at Home is Part 2 of Vince’s conversation with Certified Financial Planner Filip Telibassa. This time, Filip and Vince tackle the topic of investment fees; the significant impact that fees can have on long...
May 19, 2025

199. Layoff Preparedness: Building Resilience and Financial Security

On this episode of CFO at Home, Vince sits down with Pav Lertjitbanjong, a career and financial resilience expert, and self-made millionaire, to discuss the critical topic of preparing for layoffs and career setbacks. Pav sha...
May 12, 2025

198. Reverse Budgeting: Turning Your Finances on Their Head

This episode of CFO at Home is Part 1 of Vince’s conversation with Certified Financial Planner Filip Telibassa. In this part of our conversation Filip and Vince explore the concept of reverse budgeting. Filip explains how rev...