Episodes

March 13, 2024

155. Let’s Talk Credit!

Did you know that March is National Credit Education Month? To mark the occasion, Vince thought he’d share some info from the National Financial Educators Council Credit Education Guide. If you’d like a copy of the full guid…
Feb. 28, 2024

154. Money and Relationships - Money, Relationships, and Happiness

In the final episode of CFO at Home’s Money and Relationships series, Vince talks with Greg Davis, retired Senior Finance Executive, academic, and author of the book "Checkmate: Tips & Lessons to help you Make the Right Move…
Feb. 21, 2024

153. Money and Relationships - Marital Money Talk

On this Money and Relationships episode of CFO at Home, Pastor, marriage coach and author Kelly DuPee and I dive into the subject of marriage and money. We discuss how Kelly successfully navigated through his own marital cha…
Feb. 15, 2024

152. Money and Relationships - Dating and Money

CFO at Home’s Money and Relationships Month rolls on this week with a focus on Dating and Money with Christopher Hill, the Founder of The Gentlemen’s Group Christopher and Vince discuss the impact of stable relationships on …
Feb. 7, 2024

151. Money and Relationships - Establishing Healthy Boundaries

All this month on CFO at Home, the focus is on Money and Relationships. Have you ever loaned money to a friend or family member, only to find yourself regretting it later? Have you struggled with saying no or setting limits …
Jan. 31, 2024

150. Mastering the Job Hunt

If one of your goals for 2024 is to break out of a professional or job search rut, endlessly sending out resumes and waiting for calls that never come, then this episode is for you. On this episode of 'CFO at Home,' Finance …
Jan. 24, 2024

149. Investing Fundamentals to Kick Off the New Year!

On this episode of CFO at Home, our series on your 2024 money goals rolls on, this time focusing on investing. Vince’s guest today is Shari Rash, founder and Financial Advisor with Greenway Wealth Advisory and the host of th…
Jan. 17, 2024

148. The 60/40 Rule of Money Management

When it comes to managing our money, oftentimes small, incremental changes implemented over a long period of time can yield big results. In her book Ditch Your Debt While Banking Bucks: Living the 60/40 Rule on Your Current …
Jan. 3, 2024

147. Your Money Goals 2024: Setting and Achieving Goals

It happens at the beginning of every new year; whether you plan to set goals for the year or not, the talk is everywhere; from social media to the ads that run during our favorite television shows; lose weight, get fit, goal…
Dec. 7, 2023

Looking Forward to 2024!

CFO at Home will be on break for the month of December, but will be back Wednesday January 3rd 2024 to kick off a month of episodes focused on helping you to start the new year strong when it comes to your money. Episodes wi…
Nov. 29, 2023

146. Strategies for Navigating the High Cost of College

On this edition of CFO at Home, Vince wraps up the last of 3 consecutive episodes on preparing financially for college with a discussion with Kuni Beasley, founder of Beasley College Prep, on some of the top strategies that …
Nov. 22, 2023

145. Planning Early for College Success

Last time out we talked about balancing saving for college and retirement with Dan Cieniewicz of Hyperion Financial. On this episode, Vince continues the college discussion with Honoria DaSliva-Kilgore, founder of Personal C…
Nov. 15, 2023

144. Saving for College and Retirement (at the same time)!

Saving for your kid’s College education. Saving for your own retirement. Which should you do first? Which is more important? Do you really have to choose between one or the other? Or is there a way to work towards both goals…
Nov. 1, 2023

143. Life Goals, Money Goals

With the exception of a chosen few who are born into very fortunate circumstances, few of us wander into a position of sustained financial stability. It takes intentionally, and intentionally is driven by goals. On this epis…
Oct. 25, 2023

142. Navigating Family Money Conversations

Google “Topics that people avoid talking about” and money appears on almost any list (along with politics, region, death, and sex). Throw in the often complicated dynamics of family relationships, and it’s no wonder that fam…
Oct. 18, 2023

141. Self-Sabotage and Your Money

I told myself that getting out of debt this year was a priority, so why did I just buy a new car? Why did I just spend the money that I was saving for a house down-payment on a vacation? We often can be our own worst enemies…
Oct. 11, 2023

140. Tax Planning - Preventative Healthcare for Your Finances

When you hear the words “Tax Planning”, what comes to mind? For so many of us, those words stir up images of the well-to-do, working with their CPAs and tax advisors to build sophisticated strategies to take advantage of tax…
Oct. 4, 2023

139. Money Management for the Analytical Thinker

Vince has spent his professional career working with engineers, project managers, coders, and various other left-brain thinkers. The overwhelming majority are intelligent, logical, professional, and good at what they do. How…
Sept. 27, 2023

138. The Power of Patience and Consistency

When we think about what it takes to be a successful investor, many times what comes to mind are characteristics like being an excellent stock picker, knowing when to buy and sell stocks, and having some level of sophisticat…
Sept. 21, 2023

137. Guiding your kids in turning their Passions into Profits!

Your average kid has no problem with asking their parents for money to buy things they want, but has limited interest in earning money. They would rather spend their time doing the things they enjoy; playing their favorite v…
Sept. 13, 2023

136. Finding Your Financial Pro

Certified Financial Planners, Chartered FInancial Analysts, Chartered Financial Consultants, Chartered Retirement Planning Counselors, Certified Divorce Financial Analysts. These are just a handful of the types of different …
Sept. 6, 2023

135. Do High Net Worth Individuals really do that?

According to NerdWallet, although there’s no official definition, most experts agree that a High Net Worth Individual is a person who has somewhere between $1-$5 million dollars in liquid assets. Given that attaining this st…
Aug. 30, 2023

134. Managing Family Finances like a Business

Aaron Shelley is the author of The Family Flywheel: The Secret Business Principles Successful Families Use to Create Sustained Wealth And Happiness. On this episode of CFO at Home, Aaron and Vince discuss the differences and…
Aug. 23, 2023

133. Reaching your Financial “Time Freedom Point” through Real Estate

In nearly every discussion about achieving Financial Independence, one or both of two investments are usually talked about as being keys to a successful plan; investing in stocks and real estate. On this episode of CFO at Ho…