Episodes - Page 5 | CFO at Home

Nov. 16, 2022

104. Social Security Disability

For 11 years Spencer Bishins worked as an Attorney Advisor for the Social Security Administration. He’s now the author of Social Security Disability Revealed: Why it's so Hard to Access Benefits and What You Can Do About It. On this episode of CFO...

Nov. 9, 2022

103. Let’s Talk Taxes (it’s not too soon!)

Question; when do you typically start thinking about your income taxes? After New Year’s, once the holidays are over and the W2s and other tax statements start to roll in? Are there moves that you should consider making sooner that could potentially...

Nov. 2, 2022

102. Side Hustles, Hobbies, and Transitioning Out of Your 9 to 5

Budgeting. Living on less than you make. Saving. Investing. These are all fundamentals of building a solid financial foundation. That being said, what about income? What if you want to start a side hustle to bring extra income, turn a hobby into a...

Oct. 26, 2022

101. What does “Retirement” really mean?

Debbie Emick and her husband Chris reached Financial Independence in their late 30s through rental real estate. Today, they’re both fully “retired” from W2 income and have dedicated themselves to a passion project they call “Go Bucket...

Oct. 19, 2022

100. Health Insurance; Challenges and Opportunities

Stacy Edgar is CEO and co-founder of Venteur, a company whose mission is to help employers provide the best possible health benefits for their employees. On this episode of CFO at Home Stacy and Vince discuss some of the challenges that rising...

Oct. 12, 2022

99. The Hows and Whys of Life insurance

Matt Ruttenberg is a Financial Entrepreneur, CMO & Shareholder of Life, Inc. and founder of SureLI Insurance, an independent, digital insurance site that specializes in providing Life Insurance to those pursuing Financial Independence. On this...

Oct. 5, 2022

98. Break Your Bad Pandemic Money Habits!

Over the last couple of years, our pandemic lifestyles have disrupted many areas of our lives, including our finances. On this episode of CFO at Home, Vince and Terri Nicklas, President and Founder of The Wealth Coach for Women, discuss some of the...

Sept. 28, 2022

97. Why Do We Love Our Stuff?

Aaron Ahuvia is a Professor of Marketing, a research psychologist, and the author of The Things We Love: How Our Passions Connect Us and Make Us Who We Are. On this episode of CFO at Home, Aaron and Vince discuss why we fall in love with things, how...

Sept. 21, 2022

96. The Number; How do you know you’re financially ready to retire?

One of the more frequently discussed topics when it comes to retirement planning is the idea of the “number”, or what’s the amount that you need to have saved and invested in order to finally transition into a life of financial independence?...

Sept. 14, 2022

95. Change your Mindset, Change your Financial Future

Alissa Locke has spent her career helping people improve their financial situation, first in the mortgage industry, then insurance and financial services. However, it was her personal money journey that compelled her to become a Financial Coach....

Sept. 7, 2022

94. Breaking the Cycle of Debt

These days, Crystal Williams, Financial Coach and Founder of Smart Money Financial Coaching, works with women and married couples who “make too much to feel this broke” move from financial stress to financial freedom. However, she’s also honest...

Sept. 1, 2022

93. Student Loan Debt Relief and the Cost of College

So as I recorded this it was late August, and the Student Loan Debt Relief Plan was announced about a week ago. Since the announcement there’s been all sorts of discussion about whether or not the debt cancellation portion of the plan is fair;...

Aug. 24, 2022

92. Getting Unstuck in your Finances and your Life

How many times in your life have you just felt stuck; in your job, in your relationships, in your finances, or in some other area? Vince’s guest today on CFO at Home is Dominique Henderson, a Certified Financial Planner and the author of the book...

Aug. 17, 2022

91. Estate Planning Fundamentals

Estate Planning; not the most fun or glamorous financial topic, even for us money nerds, but something that if done properly can really lighten the load for our loved ones at the time that they need it the most. On this episode of CFO at Home, CFP and...

Aug. 10, 2022

90. Retirement - Starting with the Basics

So maybe up to this point you thought about retirement from time to time, but never got around to getting serious about it and creating a plan. Where do you begin? What are some of the basic factors and concepts that you need to be familiar with?...

July 27, 2022

89. Communicating with Your Partner about Money

According to a 2021 study from Fidelity Investments, one in five couples identify money as their greatest relationship challenge, and 44% of partners say that they argue at least occasionally about money. My guest today, Financial Wellness Leader and...

July 13, 2022

88. Financial Procrastination

According to recent statistics, around 1 in 3 Americans have some sort of household budget plan, only 30% have a long-term financial plan that involves savings and investments for the future, yet 70% of us acknowledge that our financial plans need...

July 6, 2022

87. Social Security and Medicare

For most of us, regardless of what other assets we have to fund our retirement, Social Security and Medicare still play a role in our plans. Given that, what are some of the basics and common misconceptions that we should understand about these...

July 4, 2022

Bonus - Grilling Tips (nothing to do with money)!

One of my upcoming guests, James Woodall of Woodall Wealth Management, is not only a Certified Financial Planner and experienced Financial Advisor, he’s also a grillmaster. In honor of the Independence Day holiday here in the US, here are a few of...

June 29, 2022

86. Inflation, Recession, and your Finances (Part 2, Back to Basics)

News about inflation and a looming recession has been dominating the headlines, but what does all of this mean for us and our finances? This is our second and final episode on Inflation, Recession and your Finances here on CFO at Home. In this episode...

June 22, 2022

85. Inflation, Recession, and your Finances (Part 1)

News about inflation and a looming recession has been dominating the headlines, but what does all of this mean for us and our finances? These are the topics that we’ll tackle in the next couple of episodes of CFO at Home. We’ll start today by...

June 15, 2022

84. Bitcoin and Cryptocurrency

For everything that’s been said about Cryptocurrency, the one thing you never hear it called is boring. When its price shoots up, it’s talked about as the opportunity of a lifetime to make huge profits. When its price collapses, it’s dismissed...

June 8, 2022

83. What we all need to Understand about our Money

There are those of us who are self confessed money nerds who love talking, reading, and learning all about money. Other folks appreciate the role that money plays in helping them achieve their goals, but aren’t interested in getting too far into the...

June 1, 2022

82. Teaching Kids to make Money Decisions

There are lots of ways to teach your kids about money; giving them an allowance, paying them for doing household chores, or encouraging them to get an after-school job or start their own small business can all be effective. But what about the money...