Education Money Mindset

26.Creating “Your Best Year” Financially with Joe McKowen

Jan. 4, 2021

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 h…

Bonus: So, what have we learned? Year-End reflections and thank you’s!

Dec. 31, 2020

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 …

Economics

25.”Ask an Economist” with Eric Mason

Dec. 30, 2020

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 …

Entrepreneurism

24. On-line business on a budget with Sarah St John

Dec. 23, 2020

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 …

Education

23. Critical Skills for Every Stage of your Financial Life with Harry Stout, author of The FInancialVerse

Dec. 16, 2020

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,…

Investing

22. Stock Market Stories from the 401K age with Kenny Polcari, CNBC Contributor and Managing Partner of Kace Capital Advisors

Dec. 9, 2020

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 …

Relationships

21. Money Conversations Every Couple Must Have with Ericka Young of Tailor-Made Budgets

Dec. 2, 2020

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 V…

Entrepreneurism

20. Finding and Refining your Business Idea with Melinda Livingstone of IncomeConnection

Nov. 25, 2020

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 epi…

Kids And Money

19. Teaching Financial Literacy through “The Bank of Mom and Dad” with Bill Dwight of FamZoo.com

Nov. 18, 2020

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…

Education

18.The Benefits of Complex Trusts with Dr. Gail Hamilton of BEE Connected

Nov. 11, 2020

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…

Investing

17.Starting to Invest with Michael Lacy from the Winning to Wealth Podcast

Nov. 4, 2020

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 deb…

Kids And Money

16.Educating Kids about Money w/Keli Calderon of The Smart Money Academy

Oct. 28, 2020

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 …

Money Mindset

15. Money Mindset Coach Annette Schmidt of FinSavvy Mom

Oct. 21, 2020

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 …

College

14. Bonnie Burkett, author of Enough! The College Cost Crisis

Oct. 14, 2020

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, e…

Relationships

13. Money Conversation Starters with Jed Jurchenko

Oct. 7, 2020

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 V…

Money Mindset

12. The Importance of a Powerful “Why” with Financial Coach Suzanne Johnson

Sept. 30, 2020

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 finan…

Entrepreneurism

11. Making Side Income with Nick Loper of Side Hustle Nation

Sept. 23, 2020

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…

Education

10. Preparing for Challenging Economic Times with Certified Financial Planner Deanna Brown

Sept. 16, 2020

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 fam…

Relationships

9. Les Nienow of Ramsey Solutions - Financial wisdom from a key member of Dave Ramsey’s Coaching team

Sept. 9, 2020

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 c…

Education

8. Credit Cards, Student Loans and Debt reduction w/Elle Martinez of Couple Money

Sept. 2, 2020

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 dis…

Relationships

7. Consistency Beats Perfection w/Dan Hinz

Aug. 26, 2020

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 o…

Relationships

6. Talking Money with your Partner w/Adam Kol

Aug. 19, 2020

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 …

Money Mindset

5. Your Relationship with Money w/Aseel EL-Baba

Aug. 12, 2020

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 …

Education

4. Working with a Financial Advisor w/ Brianne Soscia, The Financial Yogi

Aug. 5, 2020

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…