Episodes

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...

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...