Episodes

Sarah St John is an entrepreneur, podcaster and author. She’s created several startups over the course of her entrepreneurial career, and through her books, blog, and podcast, shows people how to launch and manage an online business on a budget. On this episode of CFO at Home, Sarah and Vince discuss the advantages of choosing an on-line business, particularly when you’re sharing your financial life with a partner, different on-line business models, ways that podcasting can fit into your busines...

Harry Stout is a senior leader in the global financial services business with expertise in personal finance, life insurance, annuities, product innovation, and business management. He’s also the author of The FinancialVerse, A Common Sense Approach for Your Money, which presents a straightforward, easy to read explanation of what you can expect to experience at each stage of your financial life. On this episode of CFO at Home, Harry and Vince discuss the 3 financial life stages outlined in his b...

Today we’re all taught that investing in stocks through tax advantaged accounts like 401Ks is one of best ways to build wealth and prepare for retirement. But how much of the history of the stock market or of these accounts do we really know? On this episode of CFO at Home, Vince and Kenny Polcari, CNBC Financial Commentator and Managing Partner of Kace Capital Advisors discuss the early days of his career on the floor on the New York Stock Exchange, the birth of the 80’s bull market and 401k in...

Ericka Young is president and founder of Tailor-Made Budgets, a recognized financial expert, and the author of “Naked and Unashamed: 10 Money Conversations Every Couple Must Have”. On this episode of CFO at Home Ericka and Vince discuss a few of the money conversations outlined in her book, share a bit about their own money past and money present, and more. Key Takeaways Naked and Unashamed groups the 10 money conversations referred to in the title into 3 categories: Your Money Past which is de...

Melinda Livingstone is the Founder of IncomeConnection, which helps you find your side-gig or business idea and gives you the tools, insights and professional support that you need to set yourself up for success. On this episode of CFO at Home, Melinda and Vince discuss questions to ask yourself to help find your business idea, ways to evaluate your business idea, and more. Key Takeaways Questions to help you find your business idea (full list available here) What did you aspire to do or enjoy ...

Bill Dwight is the CEO and Founder of FamZoo.com, where the mission is to bring financial literacy to 40 million American kids through thoughtful parent-moderated payment technology. On this episode of CFO at Home, Bill and Vince discuss creating “The Bank of Mom and Dad” to teach kids money management skills, the virtues and downsides of trading apps, the Family 401K, and more. Key Takeaways FamZoo is an App that helps to execute operating a “Bank of Mom and Dad” Teaches kids that you can put y...

Gail Hamilton is Owner and Principal at BEE Connected LLC. Through BEEconnectedlife.com, Gail provides financial education to help individuals and businesses protect their assets and structure generational wealth through the creation of private family or business trusts or private family foundations. On this episode of CFO at Home, Gail and Vince discuss simple and complex wills and trusts, 4 Keys to Wealth, the book that Gail recently co-authored, and more Key Takeaways: Simple Will, Simple Tr...

Michael Lacy is the host of the Winning to Wealth Podcast. After paying off $61,000 in debt in only 16 months, Michael and his wife created Winning to Wealth to help couples like themselves save more money, pay off their debt, and get started investing. On this episode of CFO at Home, Michael and Vince discuss his investing regrets, seven steps to follow before starting to invest, what to do when the stock market falls, and more. Resources: Winning to Wealth Podcast A Random Walk Down Wall Stre...

Keli Calderon is Owner of The Smart Money Academy, whose mission is to equip the next generation with the tools and know-how to care for themselves financially, and the wealth to make an impact on the world. Today on CFO at Home Keli and Vince discuss educating kids and teens about money, one phrase not to use with your kids about money, and more. Resources TheSmartMoneyAcademy.com The 5 Money Conversations to Have with Your Kids The Latte Factor Ways to contact/follow TheSmartMoneyAcademy - F...

Annette Schmidt is a Money Mindset Coach known as the FinSavvy Mom. After years of bouncing checks, paying overdraft fees, and learning how to live on a budget she finally found financial success by changing her mindset and the way she approached money. Today on CFO at Home Annette and Vince discuss her personal money mindset turning points, thoughts on credit cards, budgets, the dreaded latte, and more. Ways to contact/follow www.anchor.fm/scaredtosavvy www.instagram.com/thefinsavvymom www.fac...

Bonnie Burkett is the author of Enough! The College Cost Crisis, How to Protect your Wallet and your Student’s Financial Future. On this episode of CFO at Home Bonnie and Vince discuss common myths about college education, essential skills for your student in High School and beyond, paying for college without going into debt, and more

Jed Jurchenko is a Life and Leadership Coach and author of over 20 books for couples, families and kids. He is passionate about helping couples have better conversations and increase their joy. Today on CFO at Home Jed and Vince discuss his unique views on money based on his background in physiology and as a Marriage and Family Therapist, his money conversation starters for couples, and more. Recommended Books and Resources: Books 131 Creative Conversations for Couples Blogpost Conversation S...

Suzanne Johnson is a Ramsey Solutions Master Financial Coach who for the last 5 years has been teaching clients to take control or their finances . On this episode of CFO at Home Suzanne and Vince discuss the number #1 financial issue of her clients, her views on the student loan crisis, debt reduction, and more. Ways to contact/follow Facebook - Grace Financial Coach Instagram - Grace Financial Coach Twitter - Grace Financial Coach Grace Financial Coaching

Nick Loper is a Blogger, Podcaster, and Chief Side Hustler at Side Hustle Nation. On this episode of CFO at Home Nick and I discuss discovering your Side Hustle idea, the role of passion in a successful Side Hustle, the Side Hustle Snowball, and more. Recommended Books and Resources: Books Side Hustle Nation.com The Side Hustle Show Podcast Ways to contact/follow Side Hustle Nation.com/FB

Deanna Brown is a Certified Financial Planner, Certified Divorce Financial Analyst, and Managing Director with Lakeview Capital Partners. On this episode of CFO at Home Deanna and Vince discuss the money struggles of her family growing up, preparing for challenging financial times, the perils of using your retirement savings for emergencies, and more. Recommended Books and Resources: Books The Millionaire Next Door The MIllionaire Woman Next Door Money - Rob Moore Women with Money Resources Sa...

Les Nienow is Coaching Liaison and a Senior Financial Coach at Ramsey Solutions. On this episode of CFO at Home Les and Vince discuss his 16 years on Dave Ramsey’s Financial Coaching team, why one partner in a relationship can sometimes be reluctant to discuss money, the value of goal setting in opening up money conversations with your partner, and more.

Elle Martinez helps families achieve financial freedom by sharing tips for reducing debt, increasing income, and building net worth through her website and podcast, Couple Money. On this episode of CFO at Home Elle and I discuss the power of money habits, credit card usage, the value of college education, and more. Recommended resources: Book - Jumpstart your Marriage and your Money Couple money site Couple Money podcast Ways to contact/follow Couple Money twitter Couple Money Facebook Couple ...

Dan Hinz is the financial coach behind Adulting With Money, where for six years he has taught couples how to unite-not fight-over money. On this episode of CFO at Home Dan and Vince discuss the role a Financial Coach plays on a family’s money team, Dan’s personal budgeting mistakes and how you can avoid them, thoughts on credit card usage, and more. Recommended resources: https://www.youneedabudget.com/ - for zero-based budgeting https://jamesclear.com/atomic-habits https://gretchenrubin.com/bo...

Adam Kol is a Couples Financial Counselor and Host of the Equal Partners Podcast. On this episode of CFO at Home Adam and Vince discuss how he uses his knowledge and skills in the areas of Finance, Mediation and Coaching to help his clients successfully achieve their financial goals, what to do when your partner is reluctant to discuss money issues, and more. Recommended resources: Adam’s money quiz - https://www.quiz-maker.com/QIBX5G7 Adam’s Personal Finance music parodies - https://ahkcoachin...

Aseel EL-Baba is a Financial Therapist, Money Mindset Coach, Empowerment Speaker and Changer . On this episode of CFO at Home Aseel and Vince discuss her holistic approach to Money Coaching, why understanding your own money mindset is key in developing a healthy money relationship with your partner, Financial Enabling, Value Based Accounting, and more. Recommended resources: Books The Art of Money - Bari Tessler The Seven Stages of Money Maturity - George Kinder Your Money or Your Life - Vicki ...

Brianne Soscia is a Certified Financial Planner and Financial Advisor who specializes in working with families, individuals, and business owners in the areas of retirement planning, investment management, and college savings. She’s also known as The Financial Yogi. On this episode of CFO at Home Brianne and Vince discuss when individuals should seek professional advice on their finances, qualifications you should look for in a financial professional, what you should know before you engage a fina...

Karen Ford is a Master Financial Coach, public speaker, entrepreneur, and author who has coached clients through a variety of money issues. On this episode of CFO at Home Vince and Karen discuss dealing with a partner’s secret spending, the importance of visualizing financial goals, debt reduction strategies, and more. Recommended resources: Money Matters - Karen Ford You Can Do It! - Karen Ford Ways to contact/follow: @kbfmoneymanaging Instagram KBF Money Managing YouTube www.karenford.org

Lindsay Bryan-Podvin is an author, Financial Therapist, speaker, and host of the Mind Money Balance Podcast. On this episode of CFO at Home Vince and Lindsay discuss how to approach “the money talk”, the importance of aligning values, solving money arguments and more. Recommended resources: The Financial Anxiety Solution Mind Money Balance Podcast Ways to contact/follow @mindmoneybalance: Instagram

Amy Westbrook is a certified life coach, a member of the International Coaching Federation, and a professional wealth coach. On this episode of CFO at Home Amy and Vince chat about her motivation for becoming a money coach, aligning with your partner on money, the importance of understanding your partner’s money belief system and more. Recommended resources: Mind Over Money - Claudia Hammond Your Money and Your Brain - Jason Zweig Amy’s free resource - bit.ly/JoyfulSpender Ways to contact: @mon...