Podcasts by CFO at Home

Looking Forward to 2024! from 2023-12-07T08:30

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 co...

146. Strategies for Navigating the High Cost of College from 2023-11-29T08:30

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 so...

145. Planning Early for College Success from 2023-11-22T08:30

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-...

144. Saving for College and Retirement (at the same time)! from 2023-11-15T08:30

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 ...

143. Life Goals, Money Goals from 2023-11-01T07:30

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...

142. Navigating Family Money Conversations from 2023-10-25T07:30

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 relationship...

141. Self-Sabotage and Your Money from 2023-10-18T07:30

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 ofte...

140. Tax Planning - Preventative Healthcare for Your Finances from 2023-10-11T07:30

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 strat...

139. Money Management for the Analytical Thinker from 2023-10-04T07:30

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,...

138. The Power of Patience and Consistency from 2023-09-27T07:00

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 ha...

137. Guiding your kids in turning their Passions into Profits! from 2023-09-21T07:30

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 e...

136. Finding Your Financial Pro from 2023-09-13T07:30

Certified Financial Planners, Chartered FInancial Analysts, Chartered Financial Consultants, Chartered Retirement Planning Counselors, Certified Divorce Financial Analysts. These are just a hand...

135. Do High Net Worth Individuals really do that? from 2023-09-06T07:30

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...

134. Managing Family Finances like a Business from 2023-08-30T07:30

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 Vin...

133. Reaching your Financial “Time Freedom Point” through Real Estate from 2023-08-23T07:30

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...

132. Weekly Budgeting from 2023-08-16T07:30

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 prio...

131. Preparing your Family Financially from 2023-08-09T07:30

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 fro...

130. Budget Like a CFO from 2023-08-02T07:30

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 fina...

129. Traveling on a Budget (Abroad and Otherwise) from 2023-06-14T07:30

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...

128. Why Financial Wellness Matters from 2023-06-07T07:30

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 Ho...

127. Parenting and Money Part 3: Raising Money Smart Consumers from 2023-05-31T07:30

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 firs...

126. Sh** Adults Didn’t Teach Their Kids About Money from 2023-05-24T07:30

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 jus...

125. Parenting and Money Part 1: Reflections from a College Graduation from 2023-05-17T07:30

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. H...

124. Your Encore Career from 2023-05-10T07:30

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 so...

123. Automate your Finances! from 2023-05-03T07:30

Even while he worked as a professional in the Financial Services industry, Andy Hoffman struggled to make conventional budgeting work at home. This struggle led him to create a system that is ce...

122. Financial Freedom for Service Industry Professionals from 2023-04-26T07:30

The majority of today’s conventional personal finance advice is primarily designed to speak to a certain audience; salaried or hourly workers with fairly predictable and consistent incomes, with...

121. Paths to Financial Independence from 2023-04-19T07:30

For so many of us, Financial Independence, reaching a point where money no longer dictates to us how we live our lives, is our ultimate financial goal. In this episode of CFO at Home, Vince disc...

120. Toxic Relationships and your Money from 2023-04-12T07:30

In her book Out of the FOG Into the CLEAR, Journaling to Help You Heal from Toxic Relationships, Shannon Petrovich helps victims of narcissistic, abusive, or other toxic relationships find their...

119. Is Entrepreneurship really for you? from 2023-04-05T07:30

Entrepreneurship has long been considered one of the primary methods of building wealth, whether it is by going all-in to start your own business, or by creating a side-hustle to help generate m...

118. Strategies for a Job Layoff from 2023-03-29T07:30

One of the unfortunate business trends of 2023 so far has been corporate layoffs. Even since the recording of this episode, companies as diverse as Disney, Salesforce, and Accenture have announc...

117. Money Tips from "Ochocinco" and T.O.? from 2023-03-22T15:53:11

Chad Johnson was a NFL wide receiver for the Cincinnati Bengals from 2001 to 2010 and played for the New England Patriots in 2011. You’ll hear him referred to at times as Chad Ochocinc...

116. How to Make an Investment Plan Yourself (Step-By-Step) from 2023-03-15T15:41:53

Thanks in large part to investing apps like Robinhood, awareness of stock trading and investing has never been higher for the average person. But if you’re interested in becoming a real, long-te...

115. We Know Better, Why Can’t We Change? from 2023-03-08T08:30

As much as we rightfully talk about topics like financial literacy, our problems with money are just as often caused by self sabotaging behaviors as by a lack of financial knowledge. O...

114. The Wealth Gap Part 2: Is the System Rigged (and if so, what can we do about it)? from 2023-03-01T08:30

In our last episode we looked at the role that generational poverty has played in maintaining the Wealth Gap, and discussed some possible solutions. Today on CFO at Home, Vince and the founder o...

113. The Wealth Gap Part 1: Disrupting Generational Poverty from 2023-02-22T08:30

According to Forbes.com, The Federal Reserve reports that as of 2019 the median net worth of Americans based on educational level ranged from $21k for those having no high school diploma, to $30...

112. Real Estate Investing Part 2: Real Estate Syndications from 2023-02-15T08:00

On the last episode of CFO at Home we discussed a number of different ways to invest in Real Estate, both active and passive. In this episode, Vince and Whitney Elkins-Hutten, Director of Invest...

111. Real Estate Investing Part 1: Ways to Invest in Real Estate from 2023-02-08T08:00

Mike Cavaggioni is a licensed Realtor-Associate, Financial Coach, Real Estate Investor, and host of the Average Joe Finances Podcast, a top 1% internationally ranked podcast. On this episode of ...

110. Financial Infidelity and Divorce from 2023-02-01T08:30

Investopedia defines Financial Infidelity as when couples with combined finances lie to each other about money. Tracy Coenen is a renowned forensic accountant and the brains behind The Divorce M...

109. Why do we do the things we do with Money? from 2023-01-25T08:30

While being financially literate is fundamental to our ability to manage our money effectively, if we don’t have healthy relationships and beliefs about money, our financial knowledge means very...

108. Attack your Money Goals like a CFO - Part 3: Creating Accountability from 2023-01-18T08:30

We began this series by introducing a study by a noted psychology professor that looked at how goal achievement in the workplace is influenced by three key actions: 1. Writing goals 2. Committin...

107. Attack your Money Goals like a CFO - Part 2: Committing to Goal-Related Actions from 2023-01-11T08:30

On last week's episode we introduced a study by a noted psychology professor that looked at how goal achievement in the workplace is influenced by three key actions: 1. Writing goals 2. Committi...

106. Attack your Money Goals like a CFO - Part 1: Writing out your Goals from 2023-01-04T08:30

In this episode CFO at Home, we look at goal setting by borrowing some ideas from the business world. If you’re listening to a Personal Finance podcast this time of year, you may be thinking “Th...

Bonus: Year End 2022 - Looking Forward, Looking Back from 2022-12-14T08:30

New episodes of the podcast will return Wednesday, January 4th 2023!

• In the meantime, here are a few episod...
  Listen

105. Teaching Kids about Money through Entrepreneurship from 2022-11-30T08:30

Rob Phelan is an entrepreneur and high school personal finance teacher in Maryland. Through his classroom work and Simple StartUp Virtual courses, Rob has helped beginner entrepreneurs form over...

104. Social Security Disability from 2022-11-16T08:30

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...

103. Let’s Talk Taxes (it’s not too soon!) from 2022-11-09T08:30

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 y...

102. Side Hustles, Hobbies, and Transitioning Out of Your 9 to 5 from 2022-11-02T07:30

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 s...

101. What does “Retirement” really mean? from 2022-10-26T07:30

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 t...

100. Health Insurance; Challenges and Opportunities from 2022-10-19T07:30

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...

99. The Hows and Whys of Life insurance from 2022-10-12T07:30

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 ...

98. Break Your Bad Pandemic Money Habits! from 2022-10-05T07:30

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 Foun...

97. Why Do We Love Our Stuff? from 2022-09-28T07:30

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...

96. The Number; How do you know you’re financially ready to retire? from 2022-09-21T07:00

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 tr...

95. Change your Mindset, Change your Financial Future from 2022-09-14T07:30

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 jour...

94. Breaking the Cycle of Debt from 2022-09-07T07:30

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 stres...

93. Student Loan Debt Relief and the Cost of College from 2022-09-01T07:30

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 t...

92. Getting Unstuck in your Finances and your Life from 2022-08-24T07:30

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 Ce...

91. Estate Planning Fundamentals from 2022-08-17T07:30

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 ...

90. Retirement - Starting with the Basics from 2022-08-10T07:30

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 fac...

89. Communicating with Your Partner about Money from 2022-07-27T07:00

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 ab...

88. Financial Procrastination from 2022-07-13T07:30

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, ye...

87. Social Security and Medicare from 2022-07-06T07:30

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 mi...

Bonus - Grilling Tips (nothing to do with money)! from 2022-07-04T07:30

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 Indep...

86. Inflation, Recession, and your Finances (Part 2, Back to Basics) from 2022-06-29T07:30

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, Recessi...

85. Inflation, Recession, and your Finances (Part 1) from 2022-06-22T07:30

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 ...

84. Bitcoin and Cryptocurrency from 2022-06-15T07:30

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 ...

83. What we all need to Understand about our Money from 2022-06-08T07:00

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 g...

82. Teaching Kids to make Money Decisions from 2022-06-01T07:00

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 b...

81. The Choice to become a Millionaire from 2022-05-25T07:00

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 ...

80. Saving, Spending, and Debt from a Biblical Perspective from 2022-05-18T07:00

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 i...

79. Managing your Fear as an Investor from 2022-03-30T07:30

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 wi...

78. Developing a Spending Plan to Build Wealth from 2022-03-23T07:30

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 co...

77. Stages of Financial Independence from 2022-03-16T07:30

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 write...

76. Approaching College Choice Like a Business from 2022-03-09T08:30

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,...

75. Financial Sustainability from 2022-03-02T08:30

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" whe...

74. Financial Freedom is within your reach! from 2022-01-19T08:00

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...

73. Financial Anxiety from 2021-12-01T08:00

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 f...

72. The Dumbest Thing I’ve Ever Done with Money from 2021-11-25T02:11:58

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...

71. Real Estate Investing, Stock Investing from 2021-11-17T08:30

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.. ...

70. The Basics of Investing from 2021-11-10T08:30

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, ...

69. Millionaire Traits from 2021-11-03T07:30

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 mak...

68. Empowering Kids Financially from 2021-10-27T07:30

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...

67. Married Women and Finances from 2021-10-20T07:30

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 ...

66. Journey to Financial Independence from 2021-10-13T07:30

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...

65. Teaching Kids to be Money Smart from 2021-10-06T07:30

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 ...

64. Becoming a Financial Leader in Your Home from 2021-09-29T07:30

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, ...

63. Talking Money across Generations from 2021-09-22T07:30

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 t...

62. Blending Families, Blending Finances from 2021-09-15T07:30

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 ...

61. What Every Couple Should Know About Money and Relationships from 2021-09-08T07:30

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 wit...

60. Rules of Thumb for Increasing Net Worth from 2021-09-01T10:41:58

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, an...

59. Home Ownership and Your Finances from 2021-08-25T07:30

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 ...

58. What Drives Our Money Behaviors? from 2021-08-18T07:30

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 P...

57. Reduce Everyday Expenses and Build Wealth with Gordon Stein from 2021-08-11T07:30

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 sac...

56. Building a Financial Legacy with Brandon Trammell from 2021-08-04T07:30

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 buildin...

55. Budgeting and the Psychology of Money with Sarah Blanchfield from 2021-07-28T07:30

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 b...

54. Active Investing with Brian Dress from 2021-07-21T07:30

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...

53. Budgeting Tips, Debt Reduction, and Credit with Kate Grayson from 2021-07-14T04:01

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 solut...

52. College costs and the value of being a wise consumer from 2021-07-07T07:30

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 subjec...

51. The Case for Passive Investing with Brendan Lee Young from 2021-06-30T07:30

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 ...

50. Planning for Retirement and Risk with Ron Surz from 2021-06-23T07:30

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 curren...

49. Don’t Retire, Graduate! with Eric Brotman from 2021-06-16T07:30

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 ...

48. Managing Money while living out your Faith with Donovan Brooks from 2021-06-09T07:30

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 & ...

47. 7 Wealth Building Rules with Chris Calandra from 2021-06-02T07:30

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, & familie...

46. Building Wealth with Rocky Lalvani from 2021-05-26T07:30

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...

45. Teaching Kids the Power of Money through Participatory Budgeting with Luke Hohmann from 2021-05-19T07:30

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...

44. Think Like a CFO with Andrew Warner of Marketing CFO from 2021-05-12T07:30

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...

43. Making Money with Blogging and YouTube with Joseph Hogue from 2021-05-05T07:30

Joseph Hogue is the Chief Awesome Officer at Let’s Talk Money, a YouTube Channel with over 400K subscribers. He’s also the founder of numerous personal finance blogs including one that focuses o...

42. Stock Valuation with Alex Mason of the Stock Stories Podcast from 2021-04-28T07:30

Alex Mason is the host of the Stock Stories podcast, where he explores the histories, business models, and economic characteristics of publicly traded companies. On this episode of CFO at Home, ...

41.Equipping Underserved Entrepreneurs for Success with Carla Youngblood from 2021-04-21T07:30

Carla Youngblood is a Certified Public Accountant, Comedienne, Speaker, Author and Podcaster. On this episode of CFO at Home Carla and Vince discuss tips for beginning entrepreneurs, the specifi...

40. Grow your Financial Literacy, Enjoy Community, and Have Fun with Milan Kovacevic of Finny from 2021-04-14T07:30

Milan Kovacevic is the co-founder and CEO of Finny—a personal finance community and education app that's game-based, personalized to your interests, curriculum-based and free. On this episode of...

39. Travel without breaking your budget with Kelli Nielsen of Trip Fixers from 2021-04-07T07:30

Kelli Nielsen is a world traveler, toddler mom, cancer nurse, and blogger inspiring people to achieve dream travel on THEIR budget and live their best lives through her business, Trip Fixers. On...

38. 7 Investments In Your 20's That Will Change Your Life with Dan Sarver from 2021-03-31T07:30

Dan Sarver is a college student who has written the book on money that he was looking for after graduating high school, 7 Investments In Your 20’s That Will Change Your Life. On this episode of ...

37.The Six Pillars of Wealth with Patrice Washington from 2021-03-24T07:30

Patrice Washington is an award-winning author, transformational speaker, hope restoring coach, and media personality who Success Magazine named one of 12 Inspiring Black Voices in Personal Devel...

36. Financial Independence with Diania Merriam of the EconoME Conference from 2021-03-17T07:30

Diania Merriam is the founder and Chief Economist of EconoMe LLC, which was formed to launch the EconoMe Conference, an event centered around financial independence that’s known as the "Ted Talk...

35. Build your kid’s financial literacy and simplify gift giving with Mike Fraietta of KidFolio from 2021-03-10T08:30

Mike Fraietta is the Founder and CEO of KidFolio, an app that allows you to contribute to an experience, help a child save for college, or teach financial literacy by gifting an investment. On t...

34. Unexpected CFO at Home with Liz Hand of Pleasant Wealth, LLC from 2021-03-03T08:30

Liz Hand is a Certified Financial Planner with Pleasant Wealth, LLC in Canton, Ohio. She’s worked in personal finance for over a decade, and focuses her practice on helping women step into retir...

33. Budgeting Basics with Kenny Ingersoll of Revolution Financial Management from 2021-02-24T08:30

Kenny Ingersoll is a representative with Revolution Financial Management, which seeks to help people better their financial situation through education and awareness. On this episode of CFO at H...

32. The GameStop trading frenzy and what it means for the average investor from 2021-02-17T08:30

Certified Financial Planner David Elder, Vince’s personal Retirement Advisor, is back with him on CFO at Home. This time around they discuss the GameStop trading craze and what it means for the ...

31. Improving Financial Literacy through FinTech with William Glass CEO and Founder of Ostrich from 2021-02-10T08:30

William Glass is a FinTech entrepreneur whose mission is to improve financial well-being globally. As founder & CEO of Ostrich, William has developed an app to help individuals build financial l...

30. Family Finances and Gender with Jessica Durbin of Durbin Bookkeeping from 2021-02-03T08:30

Jessica Durbin is a Financial Wellness Coach, a third generation tax preparer, bookkeeper, wife of a Navy Corpsman Veteran and the mother of two beautiful girls. In this episode on CFO at Home, ...

29. Retirement Planning Fundamentals with David Elder of Merit Financial Advisors from 2021-01-27T08:30

David Elder is a Certified Financial Planner, Wealth Manager, Branch Manager, and Partner with Merit Financial Advisors. He’s also Vince’s personal Retirement Advisor. Today on CFO at Home, Davi...

28. The Intersection of Health and Wealth with Stevyn Guinnip of Grow Wellthy from 2021-01-20T08:30

Stevyn Guinnip is a Financial Advisor's daughter who became an exercise physiologist and a certified wellness coach. She’s worked with hundreds of clients to get their health back on track and a...

27. Know Yourself, Know Your Money with Rachel Cruze from 2021-01-13T08:30

Rachel Cruze is a #1 New York Times bestselling author, financial expert and host of the Rachel Cruze Show. On this episode of CFO at Home Rachel and Vince discuss her new book Know Yourself Kno...

26.Creating “Your Best Year” Financially with Joe McKowen from 2021-01-04T08:30

Joe McKowen is a Financial and Personal Growth Coach who works with clients to create clarity in their plans, accountability in their actions, and growth in their life. In 2020 Joe joined the Jo...

Bonus: So, what have we learned? Year-End reflections and thank you’s! from 2020-12-31T08:30

Seeing that it’s the end of the year and it seems that everybody’s publishing lists I thought I’d share my list of top lessons learned from our guests in 2020 on the #1 topic that we’ve discusse...

25.”Ask an Economist” with Eric Mason from 2020-12-30T08:30

Eric Mason is a published economist who currently works in the public sector as a Chief Financial Officer. On this episode of CFO at Home, Eric and Vince discuss the differences between the stoc...

24. On-line business on a budget with Sarah St John from 2020-12-23T08:30

Sarah St John is an entrepreneur, podcaster and author. She’s created several startups over the course of her entrepreneurial career, and through her books, blog, and podcast, shows people how t...

23. Critical Skills for Every Stage of your Financial Life with Harry Stout, author of The FInancialVerse from 2020-12-16T08:30

Harry Stout is a senior leader in the global financial services business with expertise in personal finance, life insurance, annuities, product innovation, and business management. He’s also the...

22. Stock Market Stories from the 401K age with Kenny Polcari, CNBC Contributor and Managing Partner of Kace Capital Advisors from 2020-12-09T08:30

Today we’re all taught that investing in stocks through tax advantaged accounts like 401Ks is one of best ways to build wealth and prepare for retirement. But how much of the history of the stoc...

21. Money Conversations Every Couple Must Have with Ericka Young of Tailor-Made Budgets from 2020-12-02T08:30

Ericka Young is president and founder of Tailor-Made Budgets, a recognized financial expert, and the author of “Naked and Unashamed: 10 Money Conversations Every Couple Must Have”. On this episo...

20. Finding and Refining your Business Idea with Melinda Livingstone of IncomeConnection from 2020-11-25T08:30

Melinda Livingstone is the Founder of IncomeConnection, which helps you find your side-gig or business idea and gives you the tools, insights and professional support that you need to set yourse...

19. Teaching Financial Literacy through “The Bank of Mom and Dad” with Bill Dwight of FamZoo.com from 2020-11-18T08:30

Bill Dwight is the CEO and Founder of FamZoo.com, where the  mission is to bring fi...

18.The Benefits of Complex Trusts with Dr. Gail Hamilton of BEE Connected from 2020-11-11T08:30

Gail Hamilton is Owner and Principal at BEE Connected LLC. Through BEEconnectedlife.com, Gail provides financial education to help individuals and businesses protect their assets and structure g...

17.Starting to Invest with Michael Lacy from the Winning to Wealth Podcast from 2020-11-04T08:30

Michael Lacy is the host of the Winning to Wealth Podcast. After paying off $61,000 in debt in only 16 months, Michael and his wife created Winning to Wealth to help couples like themselves save...

16.Educating Kids about Money w/Keli Calderon of The Smart Money Academy from 2020-10-28T07:30

Keli Calderon is Owner of The Smart Money Academy, whose mission is to equip the next generation with the tools and know-how to care for themselves financially, and the wealth to make an impact ...

15. Money Mindset Coach Annette Schmidt of FinSavvy Mom from 2020-10-21T07:30

Annette Schmidt is a Money Mindset Coach known as the FinSavvy Mom. After years of bouncing checks, paying overdraft fees, and learning how to live on a budget she finally found financial succes...

14. Bonnie Burkett, author of Enough! The College Cost Crisis from 2020-10-14T07:30

Bonnie Burkett is the author of Enough! The College Cost Crisis, How to Protect your Wallet and your Student’s Financial Future. On this episode of CFO at Home Bonnie and Vince discuss common my...

13. Money Conversation Starters with Jed Jurchenko from 2020-10-07T07:30

Jed Jurchenko is a Life and Leadership Coach and author of over 20 books for couples, families and kids. He is passionate about helping couples have better conversations and increase their joy. ...

12. The Importance of a Powerful “Why” with Financial Coach Suzanne Johnson from 2020-09-30T07:30

Suzanne Johnson is a Ramsey Solutions Master Financial Coach who for the last 5 years has been teaching clients to take control or their finances . On this episode of CFO at Home Suzanne and Vin...

11. Making Side Income with Nick Loper of Side Hustle Nation from 2020-09-23T07:30

Nick Loper is a Blogger, Podcaster, and Chief Side Hustler at Side Hustle Nation. On this episode of CFO at Home Nick and I discuss discovering your Side Hustle idea, the role of passion in a su...

10. Preparing for Challenging Economic Times with Certified Financial Planner Deanna Brown from 2020-09-16T07:30

Deanna Brown is a Certified Financial Planner, Certified Divorce Financial Analyst, and Managing Director with Lakeview Capital Partners. On this episode of CFO at Home Deanna and Vince discuss ...

9. Les Nienow of Ramsey Solutions - Financial wisdom from a key member of Dave Ramsey’s Coaching team from 2020-09-09T07:30

Les Nienow is Coaching Liaison and a Senior Financial Coach at Ramsey Solutions. On this episode of CFO at Home Les and Vince discuss his 16 years on Dave Ramsey’s Financial Coaching team, why o...

8. Credit Cards, Student Loans and Debt reduction w/Elle Martinez of Couple Money from 2020-09-02T07:30

Elle Martinez helps families achieve financial freedom by sharing tips for reducing debt, increasing income, and building net worth through her website and podcast, Couple Money. On this episode...

7. Consistency Beats Perfection w/Dan Hinz from 2020-08-26T07:30

Dan Hinz is the financial coach behind Adulting With Money, where for six years he has taught couples how to unite-not fight-over money. On this episode of CFO at Home Dan and Vince discuss the ...

6. Talking Money with your Partner w/Adam Kol from 2020-08-19T07:30

Adam Kol is a Couples Financial Counselor and Host of the Equal Partners Podcast. On this episode of CFO at Home Adam and Vince discuss how he uses his knowledge and skills in the areas of Finan...

5. Your Relationship with Money w/Aseel EL-Baba from 2020-08-12T07:30

Aseel EL-Baba is a Financial Therapist, Money Mindset Coach, Empowerment Speaker and Changer . On this episode of CFO at Home Aseel and Vince discuss her holistic approach to Money Coaching, why...

4. Working with a Financial Advisor w/ Brianne Soscia, The Financial Yogi from 2020-08-05T07:30

Brianne Soscia is a Certified Financial Planner and Financial Advisor who specializes in working with families, individuals, and business owners in the areas of retirement planning, investment m...

3. Secret Spending, Debt Reduction Strategies w/ Karen Ford from 2020-07-29T07:30

Karen Ford is a Master Financial Coach, public speaker, entrepreneur, and author who has coached clients through a variety of money issues. On this episode of CFO at Home Vince and Karen discuss...

2. No cookie-cutter answers w/ Lindsay Bryan-Podvin from 2020-07-22T10:30

Lindsay Bryan-Podvin is an author, Financial Therapist, speaker, and host of the Mind Money Balance Podcast. On this episode of CFO at Home Vince and Lindsay discuss how to approach “the money t...

1. Aligning with your partner on money w/ Amy Westbrook from 2020-07-22T07:30

Amy Westbrook is a certified life coach, a member of the International Coaching Federation, and a professional wealth coach. On this episode of CFO at Home Amy and Vince chat about her motivatio...

Trailer - CFO at Home from 2020-07-07T02:07:03

Are your family finances not where you want them to be? That's because you don't have a CFO at Home! In each episode, Vince Carter brings on amazing guests to discuss Personal Finance fundamenta...