Episodes

On this episode of CFO at Home, Vince’s guest is Valerie Greene, a relationship coach with a wealth of experience in helping couples navigate the complexities of money and relationships. Valerie shares her personal journey of learning to resolve conflicts, and how it led her to become a relationship coach. Valarie and Vince also dive into the deep-seated issues that money often represents in relationships, such as control, security, and personal values. Valerie provides insights from her extensi...

On this episode of CFO at Home, Vince’s guest is Bri Conn, the Chief Experience Officer of Childfree Wealth®, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. Bri and Vince dive into key financial considerations for the childfree, including how childfree individuals can optimize their time, money, and freedom, the importance of having a plan for long-term care, the concept of legacy beyond traditional generational wealth and the importance of es...

As the year comes to a close, CFO at Home is pausing for the month of December. New episodes will resume on January 1st, featuring interviews with money experts on topics such as wealth building, investing, money and relationships, and more. In 2025, expect a mix of interview-based episodes and short educational segments designed to enhance your CFO at Home skills. With 184 full episodes and bonus content available, now is the perfect time to catch up on any you’ve missed. Visit thecfoathome.co...

On this episode of CFO at Home, Vince’s guest, Paul Murphy of Divorce Detox, shares his personal story of divorce, and the challenges that he’s faced in transitioning from a spouse who was largely uninvolved in the day to day management of his finances, into the CFO of his Home. Paul’s experiences inspired him to create Divorce Detox, a digital program aimed at helping men manage the emotional and financial aspects of divorce. You can find out more about Paul and Divorce Detox by visiting divorc...

With the 2024 Presidential Election behind us, what's our new President's plan to address voter's #1 issue? Key Topics: Introduction and Election Reflection Understanding Inflation: Definitions and Current Rates President-elect's Inflation Strategy: Key Points Impact of Energy Production on Inflation Federal Spending and Deregulation Immigration and Housing Costs Geopolitical Stability and Inflation Tax Policies and Home Ownership Initiatives Conclusion: Holding Leaders Accountable

On this episode of CFO at Home, Vince’s guest is Luke Homen, a bankruptcy attorney and founder of Convenient Bankruptcy. Luke and Vince discuss two of the most common forms of bankruptcy, Chapter 7 and Chapter 13, and the importance of understanding the process and potential pitfalls of each. Luke shares insights into the emotional and financial aspects of filing for bankruptcy, and the impact of bankruptcy on aspects of your financial wellness such as credit scores. Luke and Vince also discuss ...

On this episode of CFO at Home, Vince’s discussion is with Jude Wilson, Chief Financial Strategist at Centrus Financial Strategies, about financial planning, specifically for underrepresented communities and the first-generation affluent. They discuss the importance of understanding cash flow versus net worth and the challenges of changing financial mindsets. Jude also shares his personal money journey as the son of Haitian immigrants as well as stories of individuals who have transformed their ...

With more options available to us than ever, navigating the world of investments can be challenging, whether you’re a new investor just starting out, or a more seasoned investor looking to strike a balance between growth and income. On this episode of CFO at Home, Vince talks with Steven Wagner, from Integrity Wealth Advisors, about the importance of your investment strategy evolving in different stages of life, the psychology of money, the concept behind Lifestyle or Target Date funds, and more...

Our thoughts, feelings, and emotions about money are key factors in determining our financial success. On this episode of CFO at Home, Vince talks with Pericles Rellas, a money mindset expert who has worked with tens of thousands of people for more than two decades to help them live lives of power, purpose and prosperity, using his concept of the "financial thermostat". They explore how our financial thermostats can dictate our earning and saving behaviors, the four keys to resetting your financ...

On this episode of CFO at Home, the discussion is Side Hustles with Joan Posivy, host of the Side Hustle Hero podcast. Joan and Vince talk about the evolving landscape of side hustles, and she shares her insights on choosing the right side hustle, the importance of matching your side hustle to your personal preferences, the balance between a full-time job and a side hustle, and more. You can learn more about Joan and her work by visiting SideHustleHero.com Key Takeaways: Choosing a Side Hustle...

On this episode of CFO at Home, Vince talks with JD Itri, founder of Olympus Money and author of "The Olympus Money Method: How to Gain Financial Freedom in a World Designed to Make You Poor." JD shares his journey from working at Intuit on products like TurboTax and Mint, to developing his own personal finance software, Olympus Money. They discuss the advantages of integrating tax preparation with management of your personal finances, psychological barriers to saving, and ways to streamline you...

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 crisis facing many Americans today. They explore the concept of diversification, the role of financial advisors, the significance of both formal and informal financial counsel, and more. You can learn more about Tim and PlanAssist, by going to PlanA...

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 with Adam Zuckerman, founder of Buried in Work, a comprehensive resource for estate planning and end- of-life tasks. Adam shares the origin story of Buried in Work, the importance of estate planning, common misconceptions, essential documents, and m...

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." Sarah shares her story of enduring financial abuse while surviving domestic violence, and the lessons she learned along the way. We discuss Coercive Debt, the importance of each partner in a relationship being knowledgeable about 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 importance of nurturing money, understanding money mindsets, understanding the role of communication between partners in managing finances, and more. You can learn more about Regina and Superwoman Wealth by going to Forgewealth.com Key Takeaways: ...

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 College Worth It?" James also shares his personal experiences with higher education, and how they shaped his views on the value of a college education. You can learn more about James and Secure Single by going to Secure Single.com Key Takeaways: Soc...

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 missteps, and the critical due diligence process. Vince also shares his own experience with a failed franchise, and what he learned from it. You can learn more about Greg and Franchise Maven by going to FranchiseMaven.com Key Takeaways: Franchise vs...

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 achieving goals with Terry Fossum, the creator of the Oxcart Technique, a powerful yet easy-to-understand 3 step process, grounded in Nobel Prize-winning science, for overcoming obstacles holding you back from achieving success in in your finances, and ...

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 Garcia, author of "How to Pay for College," about strategies to effectively save for college, prioritize financial goals, and navigate the myriad of scholarship opportunities available. Ann shares invaluable insights on the importance of early plannin...

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 this episode of CFO at Home, Vince talks with Morgan Anderson, a tax resolution expert, about the complexities and solutions surrounding tax debt, from understanding the common causes of tax debt to exploring viable options for resolution. You can learn mo...

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 partner who you manage money with, this can present challenges whether that person is you or them. But what if there’s another, healthier way of managing your money? That’s the discussion on this episode of CFO at Home with Aqura Nicholson, a money c...

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 other topics that are just as important; things like finding meaning along the journey, be it through your job or other pursuits, and preparing emotionally for retirement. On this episode of CFO at Home, Vince dives into these topics and more with Michael...

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, straightforward, tips on how to how to manage money with his readers. Today on CFO a Home, you’ll get a double shot of dad wisdom from Johnny and Vince as they discuss the importance of getting a clear picture of your financial situation, “roboing” your savi...

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 election from the perspective of the economy, and the wealth gap between Black Americans and other groups. Key Takeaways: Philip believes that conservative economic policies, such as smaller government and lower taxes, can be more beneficial for Black Am...