Episodes

177. Make Better Financial Decisions
Sept. 18, 2024

177. Make Better Financial Decisions

On this episode of CFO at Home, Vince talks with Tim Clifford, author of "Plan Assist: Make Better Financial Decisions," about the importance of having a financial plan, the difference between earning money and accumulating wealth, and the retirement...
176. Estate Planning FAQ
Sept. 11, 2024

176. Estate Planning FAQ

Wills, Trusts, Powers of Attorney. Nearly all of us have some concept of what these are, but how many of us are really confident that we understand these fundamental estate planning tools and how they work? On this episode of CFO at Home, Vince talks...
175. Rebuilding After Financial Abuse
Sept. 4, 2024

175. Rebuilding After Financial Abuse

A quick word of caution; this episode contains discussion of domestic abuse and suicide. On this episode of CFO at Home, Vince talks with Sarah Doucette, author of "Stronger Than That: A Domestic Violence Survivor Uncovers the Truth About Her Abuser."...
174. Empowering Women with their Finances
Aug. 28, 2024

174. Empowering Women with their Finances

On this episode of CFO at Home, Vince talks with Regina McCann Hess, author of "Superwoman Wealth," a book designed to empower women to confidently plan their financial futures, about how societal expectations impact women's financial well- being, the...
173. Is College Really Worth the Investment?
Aug. 22, 2024

173. Is College Really Worth the Investment?

Is college really worth the investment? On this episode of CFO at Home, Vince explores this question with James Bolin, creator of Secure Single, by diving into topics covered in James' blog posts; "Exposing the College Scam" and "Shocking Truth: Is...
172. Franchise Opportunities: Tips and Pitfalls
Aug. 14, 2024

172. Franchise Opportunities: Tips and Pitfalls

Have you ever considered franchising as a business opportunity or a side hustle? On this episode of CFO at Home, Vince talks with Greg Mohr, CEO and founder of Franchise Maven, about the ins and outs of franchising, how to avoid common pitfalls and...
171. Turn Your Financial Fears into Motivation!
Aug. 7, 2024

171. Turn Your Financial Fears into Motivation!

Improving personal finances is consistently a top New Year’s Resolution. However, a study by the University of Scranton found that only 8% of people who set goals manage to achieve them. On this episode of CFO at Home, Vince discusses setting and...
170. How to Pay For College
July 31, 2024

170. How to Pay For College

Paying for college can be one of the most daunting financial challenges parents face, but a well thought-out plan that combines good parenting and sound financial planning can make it manageable. On this episode of CFO at Home, Vince talks with Ann...
169. Navigating Tax Debt
July 24, 2024

169. Navigating Tax Debt

Did you know that fear of income taxes and the IRS is so real that there’s an actual physiological name for it? It’s Forosophobia. Tax debt in particular can be a daunting issue, affecting not only your finances but also your peace of mind. On...
168. A Healthier Way to Manage Your Money
July 17, 2024

168. A Healthier Way to Manage Your Money

For so many of us, when we think of budgets and managing our money, what immediately comes to mind are things like restriction, sacrifice, or even conflict if money fights and disagreements are what we saw in our households growing up. If you have a...
167. Finding Success with Money and with Life
July 11, 2024

167. Finding Success with Money and with Life

Most of our time on this podcast is spent talking about how to prepare ourselves financially for the future; saving to meet different life goals, investing for retirement, things like that. What we don’t spend nearly as much time discussing are...
166. Dad Wisdom: Financial Tips for Adulting
July 3, 2024

166. Dad Wisdom: Financial Tips for Adulting

In his book Not Another Lecture - 20 FinBit$ of Unsolicited Dad Wisdom about Money, Johnny Bohan uses his background as a Certified Financial Planner, college finance professor, and most importantly, a Dad, to share in a humorous way simple,...
165. The Presidential Election, The Economy, and The Wealth Gap
June 26, 2024

165. The Presidential Election, The Economy, and The Wealth Gap

In our last episode, Vince discussed conservative politics and the Black community with author, consultant, and entrepreneur Philip Blackett. This week, Philip and Vince wrap up their discussion, this time focusing on the upcoming Presidential...
164. Conservative Politics and the Black Community
June 19, 2024

164. Conservative Politics and the Black Community

This is a podcast about Personal Finance and Money. That being said, occasionally it’s tempting to go a bit off-script. This week’s episode is an example of giving into that urge. In last week's episode, Vince had a conversation with author,...
163. The AI Revolution: Navigating Job Security
June 12, 2024

163. The AI Revolution: Navigating Job Security

As we hear story after story about Artificial Intelligence and how it's poised to revolutionize the way that we live and work, do you ever wonder how this revolution is going to affect you; change the way you work, or maybe even in time make your job...
162. Life Insurance Strategies for Financial Security
June 5, 2024

162. Life Insurance Strategies for Financial Security

On our last episode, we discussed Long-Term Care Insurance and options. Today my discussion with Bruce Weinstein, Co-Owner of Weinstein Wealth Insurance Solutions, focuses on Life Insurance; various types, and the roles they can play in our plans for...
161. Understanding Long Term Care Options
May 29, 2024

161. Understanding Long Term Care Options

Long-Term Care Insurance. Perhaps you were looking for something light and maybe a little informative to listen to while driving, walking the dog, exercising, or maybe knocking out a few household chores. Think Long-Term Care Insurance doesn’t fill...
160. Intentional Bucket List Travel
May 8, 2024

160. Intentional Bucket List Travel

It’s that time of year. We’re finally shaking off winter and either looking forward to, planning for, or dreaming of travel. And while a quick get-away to the beach or mountains is always great, what about those bucket-list trips, places we’ve...
159. Financial Literacy for Retirement
May 1, 2024

159. Financial Literacy for Retirement

When it comes to preparing for your retirement, at the end of the day, no one has as much on the line as you do. Even if you’re fortunate enough to have access to financial professionals to advise you, what are some essential things that you need to...
158. Managing Medical Debt
April 24, 2024

158. Managing Medical Debt

Despite our best efforts to budget, save, invest, and be careful with our spending, a single medical emergency can present significant challenges to even the most thorough of financial plans. Given the ever rising price of healthcare and healthcare...
157. Crypto, Blockchain, and the Future of Money
April 10, 2024

157. Crypto, Blockchain, and the Future of Money

Remember a couple of years ago when everybody was talking about Bitcoin, Cryptocurrency and NFTs? Hear much about them today? Was it all just a passing fad, or are there things about Cryptocurrency and the technology behind it that it would be...
156. Financial Strategies for a Civil Divorce
April 3, 2024

156. Financial Strategies for a Civil Divorce

Google “Stressful life events”, and more often than not the results will list divorce as #2, right behind the death of a spouse or loved one. For all of the stress and pain that comes with the process, how can the financial part of a break-up be...
155. Let’s Talk Credit!
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 guide, just drop him a note...
154. Money and Relationships - Money, Relationships, and Happiness
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 Moves to Achieve...