Episodes

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 your financial house in order in 2024 Insurance Job search tactics and building your personal brand Harmoniously managing your money in your marriage

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 since 2011 to help students earn over $300 million in scholarships and grants, while being admitted to some of the top institutions in the country; including Ivy League schools, Service Academies, and Top Tier colleges such as MIT, Stanford and Duke....

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., (also known as PCCI) this time focusing on college prep and how to best position young scholars for success in college in all aspects of their education, including financial. You can learn more about Honoria and PCCI at PersonalCollegeCounseling.com ...

Saving for your kid’s College education. Saving for your own retirement. Which should you do first? Which is more important? Do you really have to choose between one or the other? Or is there a way to work towards both goals simultaneously? That’s the topic Vince discusses on this episode of CFO at Home with Dan Cieniewicz, Certified Financial Planner with Hyperion Financial. You can learn more about Dan and Hyperion Financial by going to hyperionfp.com Key Topics: (01:38) It's all about savin...

With the exception of a chosen few who are born into very fortunate circumstances, few of us wander into a position of sustained financial stability. It takes intentionally, and intentionally is driven by goals. On this episode of CFO at Home, Vince discusses goal setting in order to achieve life goals, financial and otherwise, with Aliki Samone, author of Conquer your Summit, How to Build a Five-Year Plan and live your best life. You can find out more about Aliki and Conquer your Summit by goin...

Google “Topics that people avoid talking about” and money appears on almost any list (along with politics, region, death, and sex). Throw in the often complicated dynamics of family relationships, and it’s no wonder that family conversations around finances can be so difficult particularly during critical life transitions that involve financial decisions. Family money conversations is the topic on this episode of CFO at Home with Lori Sackler, Certified Investment Management Analyst, Certified F...

I told myself that getting out of debt this year was a priority, so why did I just buy a new car? Why did I just spend the money that I was saving for a house down-payment on a vacation? We often can be our own worst enemies when it comes to achieving our financial goals. Why? Self-Sabotage and money is the topic Vince discusses on this episode of CFO at Home with Nancy Pickard, Master Life Coach and Author of the #1 Best Seller Bigger, Better, Braver. You can learn more about Nancy, her coachin...

When you hear the words “Tax Planning”, what comes to mind? For so many of us, those words stir up images of the well-to-do, working with their CPAs and tax advisors to build sophisticated strategies to take advantage of tax breaks that are only available to the wealthy and privileged. But in reality, proactive tax planning can play an important role in the wealth building strategies of those of us who are nowhere near the 1%. Tax planning for the rest of us is the topic of this episode of CFO a...

Vince has spent his professional career working with engineers, project managers, coders, and various other left-brain thinkers. The overwhelming majority are intelligent, logical, professional, and good at what they do. However, for all of their success in their chosen field, some are also good with managing their money, while others, not so much. For those who struggle with their finances, how can they improve? That’s the topic Vince discusses on this episode of CFO at Home with Kyle Simmons o...

When we think about what it takes to be a successful investor, many times what comes to mind are characteristics like being an excellent stock picker, knowing when to buy and sell stocks, and having some level of sophisticated knowledge of finance and markets. What we don’t always think about is one of the key elements that has been responsible for the success of so many everyday investors; consistency. One of the simplest ways to become a consistent investor is to automate your investments. Tha...

Your average kid has no problem with asking their parents for money to buy things they want, but has limited interest in earning money. They would rather spend their time doing the things they enjoy; playing their favorite video games, drawing, doing whatever it is that they’re doing on their phones, the list goes on. But instead of advising your kid to go find a job in fast food, what if you could guide your child along the path of turning a passion into a business? That’s the discussion Vince ...

Certified Financial Planners, Chartered FInancial Analysts, Chartered Financial Consultants, Chartered Retirement Planning Counselors, Certified Divorce Financial Analysts. These are just a handful of the types of different certifications that Financial Advisors have in today’s market. There are also Financial Coaches, Financial Educators, Financial Therapists, and a host of others financial professionals with an array of titles, credentials, areas of expertise, and specializations. While it’s g...

According to NerdWallet, although there’s no official definition, most experts agree that a High Net Worth Individual is a person who has somewhere between $1-$5 million dollars in liquid assets. Given that attaining this status is a goal that so many of us aspire to achieve, on this episode of CFO at Home, Vince has a conversation with Ben Hockema, CFP and Founder of Illuminate Wealth Management, about how the habits, routines, and behaviors that he’s observed in High Net Worth Individuals that...

Aaron Shelley is the author of The Family Flywheel: The Secret Business Principles Successful Families Use to Create Sustained Wealth And Happiness. On this episode of CFO at Home, Aaron and Vince discuss the differences and similarities of managing money in a business and at home, the different roles family members play in managing finances, the value of social resources in managing your money, and more. You can find out more about Aaron and the Family Flywheel by visiting thefamilyflywheel.com...

In nearly every discussion about achieving Financial Independence, one or both of two investments are usually talked about as being keys to a successful plan; investing in stocks and real estate. On this episode of CFO at Home Axel Meierhoefer, founder of Ideal Wealth Grower and Vince discuss using Real Estate as a key component to achieve what he calls the “Time Freedom Point” where we no longer need to exchange time for money, and have the freedom to decide what we want to do each day with our...

At the end of the day, any effective budget is a communication tool. If you’re using it solo, it’s communicating to you where your money is going, and how well your spending aligns with the priorities that you’ve defined. If you’re budgeting with a partner, the budget is communicating this info to the both of you, helping to keep you both on the same page. However, this only works when both parties buy into using the budgeting tool, without which the budget can quickly become a source of resentm...

So many of our life’s money goals revolve around the positive; financial freedom, owning your own home, driving a nice car, taking wonderful vacations. But as much enjoyment as we can derive from these types of things, there’s also the other side of the coin; making sure that our loved ones are taken care of financially in the event that the worst happens. This is the topic that Vince discusses on this episode of CFO at Home with the Founder of Prepared Fathers, Jay Gabrani. Key Takeaways Mone...

Through his business Portal CFO Consulting, Manny Skevofilax works with business owners as an Outsourced Chief Financial Officer to help them gain a better understanding of their business’s financial health. Through this website MannySkevofilax.com, he offers products that help individuals to create personal household budgets using the same system that he used to pay off $65,000 in credit card debt and student loans. On this episode of CFO at Home, Manny and Vince discuss Budgeting like a Busine...

Think about it for a minute. It seems like just yesterday we were all social distancing and wondering if travel would ever be as accessible as what we’d all grown accustomed to. Today, travel is back with a vengeance as we hit the road and air in record numbers. On this episode of CFO at Home, Vince and author, travel writer, blogger, and Founder of The Smart Travelista, Linda King discuss traveling on a budget, with a special focus on international travel. Key Takeaways (2:04) Booking Travel ...

Vince Shorb is one of the country’s leading advocates for promoting financial wellness, and a thought leader in teaching and scaling financial education programming. On this episode of CFO at Home, the VInces discuss the philological side of financial literacy and wellness, managing your finances during challenging economic times, the danger of living above our means, how childhood experiences shape our money habits, and more. Key Takeaways The less financial margin (wiggle room) we have the m...

Teaching kids to earn, save and give are all important, fundamental money lessons. But so is learning to spend wisely, and one the best teachers of that lesson can be to let kids experience first hand, in a kid-friendly environment of course, the sting of impulse spending and buyers remorse, as well as the fulfillment of saving up and buying something of value that brings longer lasting enjoyment and pleasure. On this episode of CFO at Home, Vince discusses these topics and more with the Founder...

Even the most caring parents make mistakes with their kids. We do our best but when we don’t know much about a subject ourselves, it can be hard to give the best advice. Or maybe the game is just different for our kids than it was for us for any number of reasons. On this episode of CFO at Home, Vince and his guest Natasha Sattler, Author of Shit Adults Never Taught Us, discuss some of the money topics that she and other millennials didn’t learn about growing up. Key Topics 3:53 - The story be...

So last week I attended my youngest son’s college graduation ceremony, an experience that needless to say brings up a lot of emotions; pride, joy, and little sadness about the passage of time. He graduated on a Friday and started his first “Adulting” job the following Monday working a research job back at his University while he plots out his post-graduate plans. As a certified money nerd it’s more or less impossible for me to reflect back on anything without money entering into storyline, so I ...

Regardless of your age, there comes a point in nearly every career where it’s time to change employers or even your occupation. Particularly for those who have been fortunate enough to attain some level of financial independence, this could mean it’s time to launch an Encore Career based on what you find to be most fulfilling, instead of what pays the most. Vince discusses Encore Careers on this episode of CFO at Home with Entrepreneur, Executive Coach and Podcast Host Lynn Friesth. Key Topics ...