Episodes

Investing

54. Active Investing with Brian Dress

July 21, 2021

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: ...

Budgeting

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

July 14, 2021

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...

College

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

July 7, 2021

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...

Investing

51. The Case for Passive Investing with Brendan Lee Young

June 30, 2021

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...

Retirement

50. Planning for Retirement and Risk with Ron Surz

June 23, 2021

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

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

June 16, 2021

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...

Money Mindset

48. Managing Money while living out your Faith with Donovan Brooks

June 9, 2021

Donovan Brooks is a Certified Financial Planner, the founder of Storyline Financial Planning, and the host of the Building Stewards podcast, where he dispenses biblical wisdom for where faith & finances meet. On this episode of CFO at Home Donovan...

Money Mindset

47. 7 Wealth Building Rules with Chris Calandra

June 2, 2021

Chris Calandra is the Founder & Principal of Elliott Wealth Management Services, a Certified Financial Planner with over twenty-six years of experience helping entrepreneurs, retirees, & families achieve their financial goals & objectives,...

Money Mindset

46. Building Wealth with Rocky Lalvani

May 26, 2021

Rocky Lalvani’s story is a little different than that of most financial experts. He grew up as an immigrant to the US after his parents immigrated from India, spent his working career outside of the financial industry, and built a multimillion...

Kids And Money

45. Teaching Kids the Power of Money through Participatory Budgeting with Luke Hohmann

May 19, 2021

Luke Hohmann is CEO and Founder of FirstRoot and one of the world’s leading experts on applying Participatory Budgeting at scale, in both communities and in business settings. On this episode of CFO at Home, Luke and Vince discuss using the...

Budgeting

44. Think Like a CFO with Andrew Warner of Marketing CFO

May 12, 2021

Andrew Warner is a virtual CFO for marketing agencies and e-commerce stores. His unique mix of experience in both finance and marketing allows him to approach how he helps the companies he works with in a unique way - helping them get a better handle...

Entrepreneurism

43. Making Money with Blogging and YouTube with Joseph Hogue

May 5, 2021

Joseph Hogue is the Chief Awesome Officer at Let’s Talk Money, a YouTube Channel with over 400K subscribers. He’s also the founder of numerous personal finance blogs including one that focuses on work from home opportunities,...

Investing

42. Stock Valuation with Alex Mason of the Stock Stories Podcast

April 28, 2021

Alex Mason is the host of the Stock Stories podcast, where he explores the histories, business models, and economic characteristics of publicly traded companies. On this episode of CFO at Home, Alex and Vince discuss factors to consider when accessing...

Entrepreneurism

41.Equipping Underserved Entrepreneurs for Success with Carla Youngblood

April 21, 2021

Carla Youngblood is a Certified Public Accountant, Comedienne, Speaker, Author and Podcaster. On this episode of CFO at Home Carla and Vince discuss tips for beginning entrepreneurs, the specific work that she’s involved in helping Black...

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...