Episodes

Jonathan Heagle is President of Mountain Vista Wealth Management, a fee-only registered investment advisor that helps pre-retirees and real estate investors achieve time and financial freedom.. On this episode of CFO at Home Jonathan and Vince compare real estate and stock investing in terms of returns, liquidity, volatility, diversification, and more. Key Takeaways Returns Long-term returns of the stock market are often quoted between 8-10%. Since 1953 residential real estate prices have nomin...

Keisha Bailey is an experienced financial strategist, entrepreneur, and the founder of Profit Jumpstarter, an independent investment advisory and education firm. On this episode of CFO at Home, Keisha and I discuss the fundamentals of different types of investment vehicles; stocks, bonds, cryptocurrencies, real estate, and more. Key Takeaways Stocks - A security that represents the ownership of a fraction of a corporation. Benefits: Dividends Price appreciation ETFs - A bundle of stocks that c...

Russ Thornton is a fee-only financial advisor with over 25 years of experience delivering personal financial advice that helps his clients achieve comfort and confidence for the future while making the most of their lives today. On this episode of CFO at Home, Russ and Vince discuss achieving millionaire status in relation to marriage, income, frugality, and more. Key Takeaways “Millionaire Next Door” stats 80% believe spouses are critical factors in their economic success. 86.3% said their par...

Marilyn Pinto is the founder of KFI Global, an education company that’s on a mission to equip more teens with the financial education skills they need to step up, play full out, and live life on their own terms. On this episode of CFO at Home, Marilyn and Vince discuss the importance of helping kids understand their money mindset, sharing your own money stories with your kids, kids and investing, and more. Key Takeaways Talk with your kids about the strategic parts of managing money(what they w...

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, Pam and Vince discuss the importance of married women being knowledgeable about their family finances, differences in how men and women view money, the difference between your financial risk tolerance and risk capacity, and more. Key Takeaways The...

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 Home, Matt and Vince discuss the Financial Independence and Financial Independence Retire Early movements (FI and FIRE), Geoarbitrage, the importance of aggressive saving to achieving financial independence, and more. Key Takeaways: The following is f...

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 discuss challenges for parents in educating their kids about money, having age appropriate conversations with kids about money, the importance of being a good financial role model for your kids, and more. Key Takeaways Challenges for parents when ...

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 average American home. On this episode of CFO at Home, Armond and Vince discuss what it takes to be the financial leader in your home, characteristics each partner in a relationship needs to bring to the table when planning their family’s financial futur...

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 Home, Hassan and Vince discuss differences and common ground on how each of us views credit, debt, investing, and more. Key Takeaways Financial areas where Gen Z/Young Millennials need to increase their knowledge Education about credit The importan...

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, they blended their families, and rebuilt their personal and financial lives. On this episode of CFO at Home David, Cindy and Vince discuss David and Cindy’s personal journey, financial lessons learned from their experiences, and more. Key Takeaway...

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 Couple Should Know About Money and Relationships. On this episode of CFO at Home, Chris and Vince discuss the struggles that Chris and Marlow had to overcome while blending their finances, the importance of understanding money personalities, the need to...

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 this episode of CFO at Home, Jamie and Vince deep dive into one of the areas discussed in Money Boss Mom, increasing your Net Worth; building up cash, buying a home, investing, managing debt, and more. Key Takeaways Net Worth Assets - Liabilities What you ...

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 this episode of CFO at Home, Elizabeth and Vince discuss the role of home ownership in personal wealth building, commonly overlooked expenses for new homeowners, factors to consider when deciding the size of your mortgage, and more. Key Takeaways Home owne...

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, understanding our money behaviors, the use of money as a coping mechanism, and more. Key Takeaways The lure of “retail therapy” can be strong; the use of shopping to cope with difficult feeling and emotions Self awareness is key to understanding your own...

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, Gordon and Vince discuss ideas to cut down on everyday expenses, effectively managing what you save, and more. Key Takeaways: Reducing what you pay on for everyday household needs can free up money for saving and investing without sacrificing thing...

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 when choosing a financial professional, and more. Key Takeaways: A financial legacy is as much about the values and knowledge that you pass along to your heirs as it is about money and assets Areas of financial education that are closely related to buil...

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 this episode of CFO at Home Sarah and Vince discuss how her behavior based approach to the subject of money differs from more traditional ones, the value of keeping your budget simple, tips for getting your partner’s buy-in to the budget, and more. Key...

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: What Left Brain looks for in companies as growth investors: Revenue growth that’s accelerating Profitable companies that improve their margins over time Companies that are Category Definers entering new or growing markets; replacing legacy business Com...

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 discuss tips for starting a budget, ideas for developing sustainable budget habits, debt pay-off methods, and more. Key Takeaways: Tips for starting with Budgeting Understand where you are financially right now Get it on paper (spending, debt, assets) ...

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 important thing to recognize about Financial Aid packages, and more. Key Takeaways: A college or university’s first allegiance financially is to the institution, not the student or their family. The ultimate responsibility of weighing the costs and benefits should li...

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 Vince discuss passive investing; what it is and the benefits, maintaining a balanced portfolio, and more. Key Takeaways: General Benefits of Passive investing Saves time when compared to stock picking Lower fund fees when compared to actively managed f...

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, risk tolerance versus risk capacity, and more. Key Takeaways: The Retirement “Risk Zone” is the time of transition from working life to retirement Sequence of Return Risk - The timing of when you start to draw down retirement savings; can impact ho...

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 concept of retirement, challenges that Millennials and Gen Z need to consider when planning for retirement, and more. Key Takeaways: Retirement should be an advancement to doing the next version of you, whatever that looks like Parts of our current reti...

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 and Vince discuss his thoughts on debt, money mindset, giving, and spending as seen through a Christian Biblical lens and more. Key Takeaways: Money problems are not always money problems, often they’re spiritual Know, Believe, Do What you know shapes...