Episodes

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 about not having always made the "right" decisions with money. It took Crystal decades to change her relationship with money and truly get control over her financial situation. Today on CFO at Home, Crystal shares how she and her family broke out of their...

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; whether or not it goes far enough, if it’s just political pandering, and on, and on, and on. So instead of the typical episode I thought we’d take a quick look at the info currently available about the plan, discuss some of the pros and cons of a college e...

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 Assess, Address & Adjust: A Practical Guide to Becoming Unstuck & Achieving Your Goals. In this episode Dominique and Vince discuss the principles of getting unstuck detailed in the book, how these principles apply to your finances, the importance of ha...

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 Founder/CEO of Woodall Wealth Management James Woodall returns for a discussion about fundamental Estate Planning tools, legacy planning, why these subjects mean so much to both him and Vince, and more. Key Takeaways Will - A legal document that s...

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? That’s the discussion on this episode of CFO at Home with CFP and Founder/CEO of Woodall Wealth Management, James Woodall. Key Takeaways When getting serious about your retirement: Verify assets that you have - do you have old retirement accounts from ...

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 speaker Michael de Haan, has lived on the wrong side of these stats while experiencing the breakdown of a 22 year marriage. Today on CFO at Home, Vince discusses that experience with Michael, and the lessons learned from it that he’s applying in bot...

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 work. So why do we neglect such important elements of our lives and how can we motivate ourselves to do better? That’s the conversation I have with Emily Guy Birken, Financial Expert, money coach, and co-author of Stacked: Your Super-Serious Guide to M...

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 programs? That’s the discussion that Vince has with Maryann Keith, COO and Investment Strategist with Beden Wealth Management, on this episode of CFO at Home. Key Takeaways Social Security Retirement Benefits When can you collect If you’re collecting off...

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 James’ grilling tips.

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 Vince talks with Emily Rassam, Senior Financial Planner with Archer Investment Management, about the importance of sticking to the basics of solid money management during times of economic uncertainty; budgeting, knowing your risk tolerance, and mo...

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 talking with Economist Eric Mason to gain a better understanding of inflation, recessions, and how things got to where they are today. Key Takeaways Inflation A measurement of how much prices have changed relative to some point in the past Core Inflation -...

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 by many of the same people who loved it in better times. But what is Cryptocurrency, and what determines its value? Vince and Professional Institutional Investor and creator of The Integrating Investor Seth Levine discuss those questions and more on this e...

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 details. Regardless of your level of interest, what are the fundamentals that we all need to understand about the subject? That’s the discussion Vince has with Financial Mentor and Educator Eunicia Peret of Empowered Financial Planner on this episode...

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 you’re already spending for your kid’s clothes, school supplies, and other items? What if you let them manage this money and budget for these expenses? Today on CFO at Home Vince has a conversation with Rachel Murphy of Raising Confident Teens and Rac...

Attaining millionaire status is considered by many to be one of the signs that you’ve “made it” financially. Today there are more millionaires worldwide than ever, and more millionaires live in the US than any country in the world. However, if you have yet to reach that status, what does it take to get there? Is it really attainable? Today on CFO at Home Vince talks with Tony Bradshaw of the Millionaire Choice, whose mission is to encourage people to make the choice to become millionaires and eq...

When it comes to the subject of faith, the church, and money, too often the images that come to mind aren’t exactly positive. Today on CFO at Home Vince talks with Scott LaPierre, a Pastor who is dedicated to teaching sound, practical biblical money principles through his sermons, podcast, blog, and most recently his new book, Your Finances God’s Way, A Biblical Guide to Making the Best Use of Your Money. Check out the conversation where we discuss Scott’s views on the bedrock financial topics o...

John Stoj spent over two decades as an investment banker and money manager before striking out on his own after the 2008-2009 financial crisis. Today, he mentors people through providing them with financial & strategic advice. On this episode of CFO at Home, John and Vince discuss the role that fear plays in our investing lives; fear of missing out, fear of staying the course, and more Key Takeaways Fear is not a terribly good driver of any life decisions, including financial Be honest and clea...

Walli Miller is a financial coach and money mentor who went from overspending and compulsive shopping to being debt-free and building a multiple six-figure investment portfolio. After gaining control of her finances and creating a plan, Walli is on her way to being work-optional before the age of 40. On this episode of CFO at Home, Walli and Vince discuss developing and managing a spending plan, what it means to become “work optional”, and more. Key Takeaways Paying your first allowing spending...

Chris Mamula documented his path to Financial Independence for several years before achieving his own FI goals and leaving his career as a Physical Therapist at age 41. Today, he regularly writes about Financial Independence while expanding the conversation around retirement at CanIRetireYet.com. He’s also the author of the book, Choose FI. On this episode of CFO at Home, Chris and Vince discuss his personal definition of Financial Independence, the stages of Financial Independence outlined in t...

Shellee Howard is a Certified Educational Planner and the Founder/CEO of College Ready, where she fulfills her passion for helping students get into the college that fits them best academically, financially and socially. On this episode of CFO at Home, Shellee and Vince discuss looking at college admissions like a business plan, the importance of GPAs, class choice, and extracurricular activities in the admissions process, and more. Key Takeaways Break down college like you’re writing a busines...

Myles Wakeham is an Australian who migrated to the US in 1989 and has since become a multi-millionaire who lives a 100% free and unconstrained life. He also hosts "The Unconstrained Podcast" where he teaches the art of Financial Sustainability to his audience. On this episode of CFO at Home, Myles and Vince discuss the concept of Financial Sustainability, potential pitfalls in the traditional retirement model, and more. Key Takeaways Financial Sustainability: You front-load work; purchase incom...

Howard Dekkers’ life journey has taken him from growing up in a lower middle class family in Detroit to becoming a self made millionaire whose single passion is to help others achieve their part of the American dream through the Howard Dekkers School of Success. On this episode of CFO at Home, Howard and Vince discuss the money lessons that he learned from his father, key principles that he teaches others to help them achieve Financial Independence, and more. Key Takeaways Howard learned key mo...

Michele Paiva is a Licensed Psychotherapist, Recovery Coach, and Certified Finance Educator with 30 years of experience in helping others to see their true value in order to springboard into a full, rich life. On this episode of CFO at Home, Michelle and Vince discuss financial anxiety, spending habits, the impact of money stories on your financial behavior, and more. Key Takeaways Financial Anxiety - Having an anxious/dysfunctional relationship with money; Identifying money as a part of oursel...

For this week’s episode we’re doing something a little different. Vince was recently a guest on his friend and former CFO at Home guest Suzanne Johnson’s show “Lessons Learned: The Dumbest Thing I’ve Ever Done with Money”. On that show he shared a personal story from his past involving the dumbest thing he’s ever done with money as the CFO of his home. This episode is the audio from that conversation. Episodes of “Lessons Learned: The Dumbest Thing I’ve Ever Done with Money” Grace Financial Coa...