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