Financial Literacy

128. Why Financial Wellness Matters

June 7, 2023

Vince Shorb is one of the country’s leading advocates for promoting financial wellness, and a thought leader in teaching and scaling financial education programming. On this episode of CFO at Home, the VInces discuss the phi…

Kids And Money

127. Parenting and Money Part 3: Raising Money Smart Consumers

May 31, 2023

Teaching kids to earn, save and give are all important, fundamental money lessons. But so is learning to spend wisely, and one the best teachers of that lesson can be to let kids experience first hand, in a kid-friendly envi…

Investing Kids And Money Money Mindset Saving Money

126. Sh** Adults Didn’t Teach Their Kids About Money

May 24, 2023

Even the most caring parents make mistakes with their kids. We do our best but when we don’t know much about a subject ourselves, it can be hard to give the best advice. Or maybe the game is just different for our kids than …

Budgeting College

125. Parenting and Money Part 1: Lessons from a College Graduation

May 17, 2023

So last week I attended my youngest son’s college graduation ceremony, an experience that needless to say brings up a lot of emotions; pride, joy, and little sadness about the passage of time. He graduated on a Friday and st…

Careers

124. Your Encore Career

May 10, 2023

Regardless of your age, there comes a point in nearly every career where it’s time to change employers or even your occupation. Particularly for those who have been fortunate enough to attain some level of financial independ…

Budgeting Investing Saving Money Wealth Building

123. Automate your Finances!

May 3, 2023

Even while he worked as a professional in the Financial Services industry, Andy Hoffman struggled to make conventional budgeting work at home. This struggle led him to create a system that is centered around automation, not …

Investing Budgeting Money Mindset

122. Financial Freedom for Service Industry Professionals

April 26, 2023

The majority of today’s conventional personal finance advice is primarily designed to speak to a certain audience; salaried or hourly workers with fairly predictable and consistent incomes, with employers who provide benefit…

Financial Independence

121. Paths to Financial Independence

April 19, 2023

For so many of us, Financial Independence, reaching a point where money no longer dictates to us how we live our lives, is our ultimate financial goal. In this episode of CFO at Home, Vince discusses factors that we need to …

Relationships Money Mindset

120. Toxic Relationships and your Money

April 12, 2023

In her book Out of the FOG Into the CLEAR, Journaling to Help You Heal from Toxic Relationships, Shannon Petrovich helps victims of narcissistic, abusive, or other toxic relationships find their bearings, push past paralysis…

Entrepreneurism Entrepreneurship

119. Is Entrepreneurship really for you?

April 5, 2023

Entrepreneurship has long been considered one of the primary methods of building wealth, whether it is by going all-in to start your own business, or by creating a side-hustle to help generate multiple streams of income. But…

Career

118. Strategies for a Job Layoff

March 29, 2023

One of the unfortunate business trends of 2023 so far has been corporate layoffs. Even since the recording of this episode, companies as diverse as Disney, Salesforce, and Accenture have announced plans to reduce their workf…

Money Mindset Financial Literacy Saving Money Wealth Building

117. Money Tips from "Ochocinco" and T.O.?

March 22, 2023

Chad Johnson was a NFL wide receiver for the Cincinnati Bengals from 2001 to 2010 and played for the New England Patriots in 2011. You’ll hear him referred to at times as Chad Ochocinco because from 2008-2012 he wanted to be…

Investing

116. How to Make an Investment Plan Yourself (Step-By-Step)

March 15, 2023

Thanks in large part to investing apps like Robinhood, awareness of stock trading and investing has never been higher for the average person. But if you’re interested in becoming a real, long-term investor, where do you star…

Money Mindset

115. We Know Better, Why Can’t We Change?

March 8, 2023

As much as we rightfully talk about topics like financial literacy, our problems with money are just as often caused by self sabotaging behaviors as by a lack of financial knowledge. On this episode of CFO at Home, Vince tal…

Financial Literacy

114. The Wealth Gap Part 2: Is the System Rigged (and if so, what can we do about it)?

March 1, 2023

In our last episode we looked at the role that generational poverty has played in maintaining the Wealth Gap, and discussed some possible solutions. Today on CFO at Home, Vince and the founder of Raise Financial and Scholar …

Financial Literacy

113. The Wealth Gap Part 1: Disrupting Generational Poverty

Feb. 22, 2023

According to Forbes.com, The Federal Reserve reports that as of 2019 the median net worth of Americans based on educational level ranged from $21k for those having no high school diploma, to $309k for those with a college de…

Real Estate

112. Real Estate Investing Part 2: Real Estate Syndications

Feb. 15, 2023

On the last episode of CFO at Home we discussed a number of different ways to invest in Real Estate, both active and passive. In this episode, Vince and Whitney Elkins-Hutten, Director of Investor Education at Passiveinvesti…

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…