Episodes

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...
153. Money and Relationships - Marital Money Talk
Feb. 21, 2024

153. Money and Relationships - Marital Money Talk

On this Money and Relationships episode of CFO at Home, Pastor, marriage coach and author Kelly DuPee and I dive into the subject of marriage and money. We discuss how Kelly successfully navigated through his own marital challenges, marital friction...
152. Money and Relationships - Dating and Money
Feb. 15, 2024

152. Money and Relationships - Dating and Money

CFO at Home’s Money and Relationships Month rolls on this week with a focus on Dating and Money with Christopher Hill, the Founder of The Gentlemen’s Group Christopher and Vince discuss the impact of stable relationships on financial success, the...
151. Money and Relationships - Establishing Healthy Boundaries
Feb. 7, 2024

151. Money and Relationships - Establishing Healthy Boundaries

All this month on CFO at Home, the focus is on Money and Relationships. Have you ever loaned money to a friend or family member, only to find yourself regretting it later? Have you struggled with saying no or setting limits in relationships, both...
150. Mastering the Job Hunt
Jan. 31, 2024

150. Mastering the Job Hunt

If one of your goals for 2024 is to break out of a professional or job search rut, endlessly sending out resumes and waiting for calls that never come, then this episode is for you. On this episode of 'CFO at Home,' Finance Guru and Bestselling Author...
149. Investing Fundamentals to Kick Off the New Year!
Jan. 24, 2024

149. Investing Fundamentals to Kick Off the New Year!

On this episode of CFO at Home, our series on your 2024 money goals rolls on, this time focusing on investing. Vince’s guest today is Shari Rash, founder and Financial Advisor with Greenway Wealth Advisory and the host of the Money Chic podcast....
148. The 60/40 Rule of Money Management
Jan. 17, 2024

148. The 60/40 Rule of Money Management

When it comes to managing our money, oftentimes small, incremental changes implemented over a long period of time can yield big results. In her book Ditch Your Debt While Banking Bucks: Living the 60/40 Rule on Your Current Income, this episode’s...
147. Your Money Goals 2024: Setting and Achieving Goals
Jan. 3, 2024

147. Your Money Goals 2024: Setting and Achieving Goals

It happens at the beginning of every new year; whether you plan to set goals for the year or not, the talk is everywhere; from social media to the ads that run during our favorite television shows; lose weight, get fit, goals in nearly every aspect of...
Looking Forward to 2024!
Dec. 7, 2023

Looking Forward to 2024!

CFO at Home will be on break for the month of December, but will be back Wednesday January 3rd 2024 to kick off a month of episodes focused on helping you to start the new year strong when it comes to your money. Episodes will cover:  Getting...
146. Strategies for Navigating the High Cost of College
Nov. 29, 2023

146. Strategies for Navigating the High Cost of College

On this edition of CFO at Home, Vince wraps up the last of 3 consecutive episodes on preparing financially for college with a discussion with Kuni Beasley, founder of Beasley College Prep, on some of the top strategies that he and his team have used...
145. Planning Early for College Success
Nov. 22, 2023

145. Planning Early for College Success

Last time out we talked about balancing saving for college and retirement with Dan Cieniewicz of Hyperion Financial. On this episode, Vince continues the college discussion with Honoria DaSliva-Kilgore, founder of Personal College Counseling, Inc.,...