Real Estate

111. Real Estate Investing Part 1: Ways to Invest in Real Estate

Feb. 8, 2023

Mike Cavaggioni is a licensed Realtor-Associate, Financial Coach, Real Estate Investor, and host of the Average Joe Finances Podcast, a top 1% internationally ranked podcast. On this episode of CFO at Home, Mike and Vince di…

Relationships

110. Financial Infidelity and Divorce

Feb. 1, 2023

Investopedia defines Financial Infidelity as when couples with combined finances lie to each other about money. Tracy Coenen is a renowned forensic accountant and the brains behind The Divorce Money Guide, a product that tak…

Money Mindset

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

Jan. 25, 2023

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,…

Money Mindset Wealth Building

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

Jan. 18, 2023

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. …

Money Mindset Wealth Building

107. Attack your Money Goals like a CFO - Part 2: Committing to Goal-Related Actions

Jan. 11, 2023

On last week's episode we introduced 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.…

Wealth Building

106. Attack your Money Goals like a CFO - Part 1: Writing out your Goals

Jan. 4, 2023

In this episode CFO at Home, we look at goal setting by borrowing some ideas from the business world. If you’re listening to a Personal Finance podcast this time of year, you may be thinking “This is the year that I’m going …

Bonus: Year End 2022 - Looking Forward, Looking Back

Dec. 14, 2022

New episodes of the podcast will return Wednesday, January 4th 2023! In the meantime, here are a few episodes from 2022 I think are particularly worth catching up on or listening to again going into the New Year: 102. Sid…

Kids And Money Entrepreneurism

105. Teaching Kids about Money through Entrepreneurship

Nov. 30, 2022

Rob Phelan is an entrepreneur and high school personal finance teacher in Maryland. Through his classroom work and Simple StartUp Virtual courses, Rob has helped beginner entrepreneurs form over 250 new businesses, across al…

Social Security, Disability

104. Social Security Disability

Nov. 16, 2022

For 11 years Spencer Bishins worked as an Attorney Advisor for the Social Security Administration. He’s now the author of Social Security Disability Revealed: Why it's so Hard to Access Benefits and What You Can Do About It.…

Income Tax

103. Let’s Talk Taxes (it’s not too soon!)

Nov. 9, 2022

Question; when do you typically start thinking about your income taxes? After New Year’s, once the holidays are over and the W2s and other tax statements start to roll in? Are there moves that you should consider making soon…

Entrepreneurism

102. Side Hustles, Hobbies, and Transitioning Out of Your 9 to 5

Nov. 2, 2022

Budgeting. Living on less than you make. Saving. Investing. These are all fundamentals of building a solid financial foundation. That being said, what about income? What if you want to start a side hustle to bring extra inco…

Retirement Financial Independence

101. What does “Retirement” really mean?

Oct. 26, 2022

Debbie Emick and her husband Chris reached Financial Independence in their late 30s through rental real estate. Today, they’re both fully “retired” from W2 income and have dedicated themselves to a passion project they call …

Insurance

100. Health Insurance; Challenges and Opportunities

Oct. 19, 2022

Stacy Edgar is CEO and co-founder of Venteur, a company whose mission is to help employers provide the best possible health benefits for their employees. On this episode of CFO at Home Stacy and Vince discuss some of the cha…

Insurance

99. The Hows and Whys of Life insurance

Oct. 12, 2022

Matt Ruttenberg is a Financial Entrepreneur, CMO & Shareholder of Life, Inc. and founder of SureLI Insurance, an independent, digital insurance site that specializes in providing Life Insurance to those pursuing Financial In…

Money Mindset

98. Break Your Bad Pandemic Money Habits!

Oct. 5, 2022

Over the last couple of years, our pandemic lifestyles have disrupted many areas of our lives, including our finances. On this episode of CFO at Home, Vince and Terri Nicklas, President and Founder of The Wealth Coach for Wo…

Money Mindset

97. Why Do We Love Our Stuff?

Sept. 28, 2022

Aaron Ahuvia is a Professor of Marketing, a research psychologist, and the author of The Things We Love: How Our Passions Connect Us and Make Us Who We Are. On this episode of CFO at Home, Aaron and Vince discuss why we fall…

Retirement

96. The Number; How do you know you’re financially ready to retire?

Sept. 21, 2022

One of the more frequently discussed topics when it comes to retirement planning is the idea of the “number”, or what’s the amount that you need to have saved and invested in order to finally transition into a life of financ…

Money Mindset

95. Change your Mindset, Change your Financial Future

Sept. 14, 2022

Alissa Locke has spent her career helping people improve their financial situation, first in the mortgage industry, then insurance and financial services. However, it was her personal money journey that compelled her to beco…

Budgeting Debt

94. Breaking the Cycle of Debt

Sept. 7, 2022

These days, Crystal Williams, Financial Coach and Founder of Smart Money Financial Coaching, works with women and married couples who “make too much to feel this broke” move from financial stress to financial freedom. Howeve…

Education College Debt

93. Student Loan Debt Relief and the Cost of College

Sept. 1, 2022

So as I recorded this it was late August, and the Student Loan Debt Relief Plan was announced about a week ago. Since the announcement there’s been all sorts of discussion about whether or not the debt cancellation portion o…

Money Mindset

92. Getting Unstuck in your Finances and your Life

Aug. 24, 2022

How many times in your life have you just felt stuck; in your job, in your relationships, in your finances, or in some other area? Vince’s guest today on CFO at Home is Dominique Henderson, a Certified Financial Planner and …

Estate Planning

91. Estate Planning Fundamentals

Aug. 17, 2022

Estate Planning; not the most fun or glamorous financial topic, even for us money nerds, but something that if done properly can really lighten the load for our loved ones at the time that they need it the most. On this epis…

Retirement

90. Retirement - Starting with the Basics

Aug. 10, 2022

So maybe up to this point you thought about retirement from time to time, but never got around to getting serious about it and creating a plan. Where do you begin? What are some of the basic factors and concepts that you nee…

Relationships Money Mindset

89. Communicating with Your Partner about Money

July 27, 2022

According to a 2021 study from Fidelity Investments, one in five couples identify money as their greatest relationship challenge, and 44% of partners say that they argue at least occasionally about money. My guest today, Fin…