Episodes

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...

Certified Financial Planner David Elder, Vince’s personal Retirement Advisor, is back with him on CFO at Home. This time around they discuss the GameStop trading craze and what it means for the average investor, Efficient Markets, when shorting stocks can be bad for the stock market in general, and more. Key Takeaways GameStop trading frenzy A number of Hedge Funds were “shorting” GameStop stock Shorting a stock is when you are loaned shares of stock by a brokerage company (with interest), you ...

William Glass is a FinTech entrepreneur whose mission is to improve financial well-being globally. As founder & CEO of Ostrich, William has developed an app to help individuals build financial literacy by creating social community and accountability around money - think saving & investing with friends. On this episode of CFO at Home, William and Vince discuss using the Ostrich App to build better financial habits in terms of spending, saving, investing, and more. Key Takeaways Ostrich Challenge...

Jessica Durbin is a Financial Wellness Coach, a third generation tax preparer, bookkeeper, wife of a Navy Corpsman Veteran and the mother of two beautiful girls. In this episode on CFO at Home, Jessica and Vince discuss the role that gender plays in a family’s money dynamic; how the dynamic differs depending on which partner is the primary breadwinner, challenges created when the woman is that breadwinner, ways to manage through those challenges, and more. Key Takeaways How gender impacts the m...

David Elder is a Certified Financial Planner, Wealth Manager, Branch Manager, and Partner with Merit Financial Advisors. He’s also Vince’s personal Retirement Advisor. Today on CFO at Home, David and Vince discuss retirement planning; factors to consider when starting or evaluating your plan, factors to consider when looking for a Retirement Planner, HSAs, ETFs, Target Date Funds, and more. Key Takeaways Defined Contribution Plan - A retirement plan in which an employee contributes money and th...

Stevyn Guinnip is a Financial Advisor's daughter who became an exercise physiologist and a certified wellness coach. She’s worked with hundreds of clients to get their health back on track and as the founder & CEO of Grow Wellthy, has helped money-minded professionals turn their health into their greatest asset. On this episode of CFO at Home, Stevyn and Vince discuss treating your health like a bank account, the importance of stress management and low-impact movement, the impact of your health ...

Rachel Cruze is a #1 New York Times bestselling author, financial expert and host of the Rachel Cruze Show. On this episode of CFO at Home Rachel and Vince discuss her new book Know Yourself Know Your Money, how the lessons we learn about money growing up shape how we handle money, our money tendencies, the impact of fear on our financial lives, and more. Key Takeaways Four types of money classrooms: Anxious, Unstable, Unaware and Secure. The Anxious Money Classroom Emotionally stressed and ...

Joe McKowen is a Financial and Personal Growth Coach who works with clients to create clarity in their plans, accountability in their actions, and growth in their life. In 2020 Joe joined the John Maxwell team and combined his business and coaching experience with the best leadership training in the world. Today on CFO at Home, Joe and Vince discuss using Maxwell’s Invaluable Laws of Growth to master your money, his new course “Your Best Year”, and more. Key Takeaways Maxwell’s Invaluable Laws ...

Seeing that it’s the end of the year and it seems that everybody’s publishing lists I thought I’d share my list of top lessons learned from our guests in 2020 on the #1 topic that we’ve discussed this year; Money Mindset. 6 takeaways from this year’s episodes on our number 1 topic - Money Mindset Our money habits are shaped by our past and our values When looking to get on the same page with your partner about money: It’s important to understand how their current relationship with money may b...

Eric Mason is a published economist who currently works in the public sector as a Chief Financial Officer. On this episode of CFO at Home, Eric and Vince discuss the differences between the stock market and the economy, the impact of companies like Google on the competitive marketplace, ways the government can aid in the current US economic recovery, and more. Key Takeaways Ask an Economist Question #1 - Why are the stock market and home sales going up when the economy is “in trouble”? The stoc...