Episodes - Page 7 | CFO at Home

Oct. 20, 2021

67. Married Women and Finances

Pam Prine is a Financial Advisor and co-owner of Keystone Capital Management, an investment and retirement planning firm. She is also one of the hosts of the Wow Me ( Women on Wealth Management Education) Video Podcast. On this episode of CFO at Home,...

Oct. 13, 2021

66. Journey to Financial Independence

Matt Pasierbek is the Host of the Journey to Freedom podcast, where he talks about world travel, finances, and success stories with people around the world. He’s also on his own personal journey to Financial Independence. On this episode of CFO at...

Oct. 6, 2021

65. Teaching Kids to be Money Smart

Robin Taub is a Chartered Professional Accountant by training, a professional speaker, and the author of The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life. On this episode of CFO at Home, Robin and Vince...

Sept. 29, 2021

64. Becoming a Financial Leader in Your Home

Armond Croom is a Certified Financial Planner and family man who has learned how to make the right financial decisions for his family and help others avoid the mistakes he made early on. Today, his goal is to create more financial leaders in the...

Sept. 22, 2021

63. Talking Money across Generations

Hassan Thomas is the Founder and CEO of the brand FYI FLI (For Your Information: Financial Literacy and Investing) where the mission is to promote financial literacy, and teach millennials how to manage and grow their money. On this episode of CFO at...

Sept. 15, 2021

62. Blending Families, Blending Finances

David Mulonas is a personal finance author who has spent over 20 years as a financial coach helping those that lacked personal finance education take control of their daily lives while planning for their retirement goals. After meeting his wife Cindy,...

Sept. 8, 2021

61. What Every Couple Should Know About Money and Relationships

Chris Felton is an experienced retirement strategist and best-selling author and speaker, who educates couples on their relationship with finances and each other. He’s also co-written a book with his wife Marlow, titled Couples Money – What Every...

Sept. 1, 2021

60. Rules of Thumb for Increasing Net Worth

Jamie Bosse is a Financial Planner and author with a passion for mentoring and financial literacy. Her newly released book, Money Boss Mom, is targeted at helping parents in their 20’s, 30’s, and 40’s take control of their financial lives. On...

Aug. 25, 2021

59. Home Ownership and Your Finances

Elizabeth Dodson is a tech entrepreneur with over 20 years of experience in sales, marketing & finance. She’s also the co-founder of HomeZada, a software product that helps homeowners save time and money while managing their largest asset. On...

Aug. 18, 2021

58. What Drives Our Money Behaviors?

Paul Roux is a Financial Coach who helps people in recovery take control of their money so they can live the lives they were created for. On this episode of CFO at Home, Paul and Vince discuss Paul’s personal journey out of substance addiction,...

Aug. 11, 2021

57. Reduce Everyday Expenses and Build Wealth with Gordon Stein

Gordon Stein is the Author of the Cashflow Cookbook, which shows you how to save on just about everything you buy, and apply those savings to pay down debt and build wealth, all with minimal sacrifice and no budgeting. On this episode of CFO at Home,...

Aug. 4, 2021

56. Building a Financial Legacy with Brandon Trammell

Brandon Trammell is the founder of Purpose Financial and Insurance Services, where the motto is “Plan Your Legacy with Purpose”. On this episode of CFO at Home, Brandon and Vince discuss building a financial legacy, insurance, traits to look for...

July 28, 2021

55. Budgeting and the Psychology of Money with Sarah Blanchfield

Sarah Blanchfield is a financial therapist and the founder of My Bulletproof Budget, where she’s on a mission to disrupt the finance industry by focusing on behavioral economics and how it can be used to heal people's relationships with money. On...

July 21, 2021

54. Active Investing with Brian Dress

Brian Dress is the Director of Research at Left Brain, a wealth management firm providing financial planning and investment advice .On this episode of CFO at Home, Brian and Vince discuss Active investing, Risk Tolerance, and more. Key Takeaways: ...

July 14, 2021

53. Budgeting Tips, Debt Reduction, and Credit with Kate Grayson

Kate Grayson is a Money Coach and Founder of Beyond Money, where she specializes in helping people improve their financial lives on their own terms; no jargon, no shame, and no boilerplate solutions. On this episode of CFO at Home, Kate and Vince...

July 7, 2021

52. College costs and the value of being a wise consumer

Today on CFO at Home, Christopher Calandra, Founder & Principal of Elliott Wealth Management Services, is back with Vince to discuss college costs; taking a “buyer beware” approach to the subject, recognizing a school’s “pitch”, an...

June 30, 2021

51. The Case for Passive Investing with Brendan Lee Young

Brendan Lee Young is the CEO of Passiv. Passiv is a portfolio management tool that makes it easier for DIY investors to maintain a balanced portfolio and build and maintain a passive investment strategy. On this episode of CFO at Home Brendan and...

June 23, 2021

50. Planning for Retirement and Risk with Ron Surz

Ron Surz is co-host of the Baby Boomer Investing Show, President of Target Date Solutions, and CEO of GlidePath Wealth Management. On this episode of CFO at Home Ron and Vince discuss the current state of retirement planning, gauging retirement risk,...

June 16, 2021

49. Don’t Retire, Graduate! with Eric Brotman

Eric Brotman is the author of the book Don’t Retire...Graduate! He’s also the Chief Executive Officer of BFG Financial Advisors and host of the Don’t Retire...Graduate! podcast. On this episode of CFO at Home, Eric and Vince discuss updating our...

June 9, 2021

48. Managing Money while living out your Faith with Donovan Brooks

Donovan Brooks is a Certified Financial Planner, the founder of Storyline Financial Planning, and the host of the Building Stewards podcast, where he dispenses biblical wisdom for where faith & finances meet. On this episode of CFO at Home Donovan...

June 2, 2021

47. 7 Wealth Building Rules with Chris Calandra

Chris Calandra is the Founder & Principal of Elliott Wealth Management Services, a Certified Financial Planner with over twenty-six years of experience helping entrepreneurs, retirees, & families achieve their financial goals & objectives,...

May 26, 2021

46. Building Wealth with Rocky Lalvani

Rocky Lalvani’s story is a little different than that of most financial experts. He grew up as an immigrant to the US after his parents immigrated from India, spent his working career outside of the financial industry, and built a multimillion...

May 19, 2021

45. Teaching Kids the Power of Money through Participatory Budgeting with Luke Hohmann

Luke Hohmann is CEO and Founder of FirstRoot and one of the world’s leading experts on applying Participatory Budgeting at scale, in both communities and in business settings. On this episode of CFO at Home, Luke and Vince discuss using the...

May 12, 2021

44. Think Like a CFO with Andrew Warner of Marketing CFO

Andrew Warner is a virtual CFO for marketing agencies and e-commerce stores. His unique mix of experience in both finance and marketing allows him to approach how he helps the companies he works with in a unique way - helping them get a better handle...