November 25, 2021

72. The Dumbest Thing I’ve Ever Done with Money

For this week’s episode we’re doing something a little different. Vince was recently a guest on his friend and former CFO at Home guest Suzanne Johnson’s show “Lessons Learned: The Dumbest Thing I’ve Ever Done with Money”. On that show he...

November 17, 2021

71. Real Estate Investing, Stock Investing

Jonathan Heagle is President of Mountain Vista Wealth Management, a fee-only registered investment advisor that helps pre-retirees and real estate investors achieve time and financial freedom.. On this episode of CFO at Home Jonathan and Vince compare...

Investing

November 10, 2021

70. The Basics of Investing

Keisha Bailey is an experienced financial strategist, entrepreneur, and the founder of Profit Jumpstarter, an independent investment advisory and education firm. On this episode of CFO at Home, Keisha and I discuss the fundamentals of different types...

Investing

November 03, 2021

69. Millionaire Traits

Russ Thornton is a fee-only financial advisor with over 25 years of experience delivering personal financial advice that helps his clients achieve comfort and confidence for the future while making the most of their lives today. On this episode of CFO...

Money Mindset

October 27, 2021

68. Empowering Kids Financially

Marilyn Pinto is the founder of KFI Global, an education company that’s on a mission to equip more teens with the financial education skills they need to step up, play full out, and live life on their own terms. On this episode of...

Kids And Money

October 20, 2021

67. Married Women and Finances

Pam Prine is a Financial Advisor and co-owner of Keystone Capital Management, an investment and retirement planning firm. She is also one of the hosts of the Wow Me ( Women on Wealth Management Education) Video Podcast. On this episode of CFO at Home,...

Financial Literacy

October 13, 2021

66. Journey to Financial Independence

Matt Pasierbek is the Host of the Journey to Freedom podcast, where he talks about world travel, finances, and success stories with people around the world. He’s also on his own personal journey to Financial Independence. On this episode of CFO at...

Financial Independence

October 06, 2021

65. Teaching Kids to be Money Smart

Robin Taub is a Chartered Professional Accountant by training, a professional speaker, and the author of The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life. On this episode of CFO at Home, Robin and Vince...

Kids And Money

September 29, 2021

64. Becoming a Financial Leader in Your Home

Armond Croom is a Certified Financial Planner and family man who has learned how to make the right financial decisions for his family and help others avoid the mistakes he made early on. Today, his goal is to create more financial leaders in the...

Relationships

September 22, 2021

63. Talking Money across Generations

Hassan Thomas is the Founder and CEO of the brand FYI FLI (For Your Information: Financial Literacy and Investing) where the mission is to promote financial literacy, and teach millennials how to manage and grow their money. On this episode of CFO at...

Money Mindset

September 15, 2021

62. Blending Families, Blending Finances

David Mulonas is a personal finance author who has spent over 20 years as a financial coach helping those that lacked personal finance education take control of their daily lives while planning for their retirement goals. After meeting his wife Cindy,...

Relationships

September 08, 2021

61. What Every Couple Should Know About Money and Relationships

Chris Felton is an experienced retirement strategist and best-selling author and speaker, who educates couples on their relationship with finances and each other. He’s also co-written a book with his wife Marlow, titled Couples Money – What Every...

Relationships

September 01, 2021

60. Rules of Thumb for Increasing Net Worth

Jamie Bosse is a Financial Planner and author with a passion for mentoring and financial literacy. Her newly released book, Money Boss Mom, is targeted at helping parents in their 20’s, 30’s, and 40’s take control of their financial lives. On...

Financial Literacy

August 25, 2021

59. Home Ownership and Your Finances

Elizabeth Dodson is a tech entrepreneur with over 20 years of experience in sales, marketing & finance. She’s also the co-founder of HomeZada, a software product that helps homeowners save time and money while managing their largest asset. On...

Real Estate

August 18, 2021

58. What Drives Our Money Behaviors?

Paul Roux is a Financial Coach who helps people in recovery take control of their money so they can live the lives they were created for. On this episode of CFO at Home, Paul and Vince discuss Paul’s personal journey out of substance addiction,...

Money Mindset

August 11, 2021

57. Reduce Everyday Expenses and Build Wealth with Gordon Stein

Gordon Stein is the Author of the Cashflow Cookbook, which shows you how to save on just about everything you buy, and apply those savings to pay down debt and build wealth, all with minimal sacrifice and no budgeting. On this episode of CFO at Home,...

Saving Money

August 04, 2021

56. Building a Financial Legacy with Brandon Trammell

Brandon Trammell is the founder of Purpose Financial and Insurance Services, where the motto is “Plan Your Legacy with Purpose”. On this episode of CFO at Home, Brandon and Vince discuss building a financial legacy, insurance, traits to look for...

Insurance

July 28, 2021

55. Budgeting and the Psychology of Money with Sarah Blanchfield

Sarah Blanchfield is a financial therapist and the founder of My Bulletproof Budget, where she’s on a mission to disrupt the finance industry by focusing on behavioral economics and how it can be used to heal people's relationships with money. On...

Budgeting

July 21, 2021

54. Active Investing with Brian Dress

Brian Dress is the Director of Research at Left Brain, a wealth management firm providing financial planning and investment advice .On this episode of CFO at Home, Brian and Vince discuss Active investing, Risk Tolerance, and more. Key Takeaways: ...

Investing

July 14, 2021

53. Budgeting Tips, Debt Reduction, and Credit with Kate Grayson

Kate Grayson is a Money Coach and Founder of Beyond Money, where she specializes in helping people improve their financial lives on their own terms; no jargon, no shame, and no boilerplate solutions. On this episode of CFO at Home, Kate and Vince...

Budgeting

July 07, 2021

52. College costs and the value of being a wise consumer

On this episode of CFO at Home, Christopher Calandra, Founder & Principal of Elliott Wealth Management Services, is back with Vince to discuss college costs; taking a “buyer beware” approach to the subject, recognizing a school’s “pitch”, an...

College

June 30, 2021

51. The Case for Passive Investing with Brendan Lee Young

Brendan Lee Young is the CEO of Passiv. Passiv is a portfolio management tool that makes it easier for DIY investors to maintain a balanced portfolio and build and maintain a passive investment strategy. On this episode of CFO at Home Brendan and...

Investing

June 23, 2021

50. Planning for Retirement and Risk with Ron Surz

Ron Surz is co-host of the Baby Boomer Investing Show, President of Target Date Solutions, and CEO of GlidePath Wealth Management. On this episode of CFO at Home Ron and Vince discuss the current state of retirement planning, gauging retirement risk,...

Retirement

June 16, 2021

49. Don’t Retire, Graduate! with Eric Brotman

Eric Brotman is the author of the book Don’t Retire...Graduate! He’s also the Chief Executive Officer of BFG Financial Advisors and host of the Don’t Retire...Graduate! podcast. On this episode of CFO at Home, Eric and Vince discuss updating our...

Retirement