Episodes

Financial Literacy

40. Grow your Financial Literacy, enjoy community, and have fun with Milan Kovacevic of Finny

April 14, 2021

Milan Kovacevic is the co-founder and CEO of Finny—a personal finance community and education app that's game-based, personalized to your interests, curriculum-based and free. On this episode of CFO at Home, Milan and Vince discuss how Finny helps to...

Budgeting

39. Travel without breaking your budget with Kelli Nielsen of Trip Fixers

April 7, 2021

Kelli Nielsen is a world traveler, toddler mom, cancer nurse, and blogger inspiring people to achieve dream travel on THEIR budget and live their best lives through her business, Trip Fixers. On this episode of CFO at Home, Kelli and Vince discuss...

Investing

38. 7 Investments In Your 20's That Will Change Your Life with Dan Sarver

March 31, 2021

Dan Sarver is a college student who has written the book on money that he was looking for after graduating high school, 7 Investments In Your 20’s That Will Change Your Life. On this episode of CFO at Home, Dan and Vince discuss his inspiration for...

Money Mindset

37.The Six Pillars of Wealth with Patrice Washington

March 24, 2021

Patrice Washington is an award-winning author, transformational speaker, hope restoring coach, and media personality who Success Magazine named one of 12 Inspiring Black Voices in Personal Development. She’s also the host of the Redefining Wealth...

Money Mindset

36. Financial Independence with Diania Merriam of the EconoME Conference

March 17, 2021

Diania Merriam is the founder and Chief Economist of EconoMe LLC, which was formed to launch the EconoMe Conference, an event centered around financial independence that’s known as the "Ted Talks" of the Financial Independence Retire Early, or FIRE...

Kids And Money

35. Build your kid’s financial literacy and simplify gift giving with Mike Fraietta of KidFolio

March 10, 2021

Mike Fraietta is the Founder and CEO of KidFolio, an app that allows you to contribute to an experience, help a child save for college, or teach financial literacy by gifting an investment. On this episode of CFO at Home, Mike and Vince discuss how...

Retirement

34. Unexpected CFO at Home with Liz Hand of Pleasant Wealth, LLC

March 3, 2021

Liz Hand is a Certified Financial Planner with Pleasant Wealth, LLC in Canton, Ohio. She’s worked in personal finance for over a decade, and focuses her practice on helping women step into retirement by managing investments, designing retirement...

Budgeting

33. Budgeting Basics with Kenny Ingersoll of Revolution Financial Management

Feb. 24, 2021

Kenny Ingersoll is a representative with Revolution Financial Management, which seeks to help people better their financial situation through education and awareness. On this episode of CFO at Home, Kenny and Vince discuss budgeting basics; budgeting...

Investing

32. The GameStop trading frenzy and what it means for the average investor

Feb. 17, 2021

Certified Financial Planner David Elder, Vince’s personal Retirement Advisor, is back with him on CFO at Home. This time around they discuss the GameStop trading craze and what it means for the average investor, Efficient Markets, when shorting...

Financial Literacy

31. Improving Financial Literacy through FinTech with William Glass CEO and Founder of Ostrich

Feb. 10, 2021

William Glass is a FinTech entrepreneur whose mission is to improve financial well-being globally. As founder & CEO of Ostrich, William has developed an app to help individuals build financial literacy by creating social community and...

Relationships

30. Family Finances and Gender with Jessica Durbin of Durbin Bookkeeping

Feb. 3, 2021

Jessica Durbin is a Financial Wellness Coach, a third generation tax preparer, bookkeeper, wife of a Navy Corpsman Veteran and the mother of two beautiful girls. In this episode on CFO at Home, Jessica and Vince discuss the role that gender plays in a...

Retirement

29. Retirement Planning Fundamentals with David Elder of Merit Financial Advisors

Jan. 27, 2021

David Elder is a Certified Financial Planner, Wealth Manager, Branch Manager, and Partner with Merit Financial Advisors. He’s also Vince’s personal Retirement Advisor. Today on CFO at Home, David and Vince discuss retirement planning; factors to...

Retirement

28. The Intersection of Health and Wealth with Stevyn Guinnip of Grow Wellthy

Jan. 20, 2021

Stevyn Guinnip is a Financial Advisor's daughter who became an exercise physiologist and a certified wellness coach. She’s worked with hundreds of clients to get their health back on track and as the founder & CEO of Grow Wellthy, has helped...

Money Mindset

27. Know Yourself, Know Your Money with Rachel Cruze

Jan. 13, 2021

Rachel Cruze is a #1 New York Times bestselling author, financial expert and host of the Rachel Cruze Show. On this episode of CFO at Home Rachel and Vince discuss her new book Know Yourself Know Your Money, how the lessons we learn about money...

Education Money Mindset

26.Creating “Your Best Year” Financially with Joe McKowen

Jan. 4, 2021

Joe McKowen is a Financial and Personal Growth Coach who works with clients to create clarity in their plans, accountability in their actions, and growth in their life. In 2020 Joe joined the John Maxwell team and combined his business and coaching...

Bonus: So, what have we learned? Year-End reflections and thank you’s!

Dec. 31, 2020

Seeing that it’s the end of the year and it seems that everybody’s publishing lists I thought I’d share my list of top lessons learned from our guests in 2020 on the #1 topic that we’ve discussed this year; Money Mindset. 6 takeaways from this...

Economics

25.”Ask an Economist” with Eric Mason

Dec. 30, 2020

Eric Mason is a published economist who currently works in the public sector as a Chief Financial Officer. On this episode of CFO at Home, Eric and Vince discuss the differences between the stock market and the economy, the impact of companies like...

Entrepreneurism

24. On-line business on a budget with Sarah St John

Dec. 23, 2020

Sarah St John is an entrepreneur, podcaster and author. She’s created several startups over the course of her entrepreneurial career, and through her books, blog, and podcast, shows people how to launch and manage an online business on a budget. On...