Episodes

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 when choosing a financial professional, and more. Key Takeaways: A financial legacy is as much about the values and knowledge that you pass along to your heirs as it is about money and assets Areas of financial education that are closely related to buil...

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 this episode of CFO at Home Sarah and Vince discuss how her behavior based approach to the subject of money differs from more traditional ones, the value of keeping your budget simple, tips for getting your partner’s buy-in to the budget, and more. Key...

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: What Left Brain looks for in companies as growth investors: Revenue growth that’s accelerating Profitable companies that improve their margins over time Companies that are Category Definers entering new or growing markets; replacing legacy business Com...

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 discuss tips for starting a budget, ideas for developing sustainable budget habits, debt pay-off methods, and more. Key Takeaways: Tips for starting with Budgeting Understand where you are financially right now Get it on paper (spending, debt, assets) ...

Today on 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 important thing to recognize about Financial Aid packages, and more. Key Takeaways: A college or university’s first allegiance financially is to the institution, not the student or their family. The ultimate responsibility of weighing the costs and benefits should li...

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 Vince discuss passive investing; what it is and the benefits, maintaining a balanced portfolio, and more. Key Takeaways: General Benefits of Passive investing Saves time when compared to stock picking Lower fund fees when compared to actively managed f...

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, risk tolerance versus risk capacity, and more. Key Takeaways: The Retirement “Risk Zone” is the time of transition from working life to retirement Sequence of Return Risk - The timing of when you start to draw down retirement savings; can impact ho...

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 concept of retirement, challenges that Millennials and Gen Z need to consider when planning for retirement, and more. Key Takeaways: Retirement should be an advancement to doing the next version of you, whatever that looks like Parts of our current reti...

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 and Vince discuss his thoughts on debt, money mindset, giving, and spending as seen through a Christian Biblical lens and more. Key Takeaways: Money problems are not always money problems, often they’re spiritual Know, Believe, Do What you know shapes...

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, and the host of the Simply Financial podcast. On this episode of CFO at Home Chris and Vince discuss Chris’ 7 Wealth Building rules and more. Key Takeaways: Chris’ 7 Wealth Building Rules Setting Your Goals – Think short-term, mid-term & long- term. Financi...

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 dollar fortune through old-fashioned saving and investing. On this episode of CFO at Home, Rocky and Vince discuss building wealth; Rocky’s money lessons from his youth, a few of his money mistakes, the role of wealth in building a rich, fulfilling life, a...

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 principles of Participatory Budgeting to teach kids the power of money, both in schools and at home, and more. Key Takeaways Participatory Budgeting Allows kids to have a say in family decisions on how discretionary dollars in their home are spent Planning f...

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 on their numbers while not forgetting marketing best practices. On this episode of CFO at Home Andrew and Vince discuss how the principles that corporate CFOs use for budgeting, debt management, and more, can make you a better CFO at Home. Key Take...

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, MyWorkFromHomeMoney.com. On this episode of CFO at Home, Joseph and Vince discuss creating and monetizing a successful blog, YouTube channel, and more. Key Takeaways: Blogging FAQs What should I blog about? Skills that you already have (you’re already an expert in somethin...

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 the value of a particular stock, how understanding the basics of stock valuation makes you a better investor, America’s wealth gap, and more. Key Takeaways Factors to consider when accessing the value of shares of stock: Earnings/Profits - Is the ...

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 entrepreneurs in Birmingham Alabama, and more. Key Takeaways: The “4 P’s” for beginning entrepreneurs Place Price Product Promotion Tips for beginning entrepreneurs: Make sure your personal finances are in order: (Preferably) debt free Have sufficient income t...

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 increase financial literacy through customized learning experiences, providing community, offering rewards, and more. Key Takeaways: Main areas of Finny Learn - Customized learning experiences based on your interest such as: Save for a Rainy Day Bu...

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 traveling on a budget, avoiding travel FOMO, “clean” travel hacks, and more. Key Takeaways Conventional “travel hacking” is often based on the practice of “credit card hacking”; opening multiple credit card accounts for the bonuses (dollars, miles, ho...

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 writing the book, the 7 investment vehicles mentioned in the title, and more. Key Takeaways: Dan’s 7 Investments in your 20’s that will change your life: Dividend Paying Stocks and Compound Interest The greatest asset for a young investor is time Lo...

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 podcast. On this episode of CFO at Home, Patrice and Vince discuss her new book, Redefine Wealth for Yourself; what it means to be truly wealthy, the role that fitness and relationship building play in attaining true wealth, and more. Key Takeaways 12...

Diania Merriam is the founder and Chief Economist of EconoMe LLC, which was formed to launch the EconoMe Conference, an event centered around financial independence that’s known as the "Ted Talks" of the Financial Independence Retire Early, or FIRE movement. On this episode of CFO at Home, Diania and Vince discuss her personal journey out of debt and onto the FIRE path, some common misconceptions about FIRE, couples pursuing FIRE together, and more. Key Takeaways Increasing your savings rate in...

Mike Fraietta is the Founder and CEO of KidFolio, an app that allows you to contribute to an experience, help a child save for college, or teach financial literacy by gifting an investment. On this episode of CFO at Home, Mike and Vince discuss how KidFolio can simplify gift-giving to kids, the various ways the app can help build financial literacy, and more. Key Takeaways Giving kids gifts like stock shares in companies that sell products they’re interested in (like Disney) can help them “conn...

Liz Hand is a Certified Financial Planner with Pleasant Wealth, LLC in Canton, Ohio. She’s worked in personal finance for over a decade, and focuses her practice on helping women step into retirement by managing investments, designing retirement income, and distilling the complex world of finance into bite-size pieces On this episode of CFO at Home Liz and Vince discuss the challenges that women face when they unexpectedly become the CFO at Home, engaging a disinterested partner in money convers...

Kenny Ingersoll is a representative with Revolution Financial Management, which seeks to help people better their financial situation through education and awareness. On this episode of CFO at Home, Kenny and Vince discuss budgeting basics; budgeting for beginners, making a budget you can stick to, and more. Key Takeaways How to budget for Beginners. Budgeting simply means that you know where your money is going and you have a way to track it. The aim with budgeting is to be aware of your spend...