CFO at Home

On this episode of CFO at Home, Vince talks with best-selling author and CFP professional Brian Peterson about navigating money in a blended family, where one or both partners bring children from previous relationships into a new family. Brian explains how blended families "come together mid-story," bringing with them their own financial histories, expectations around kids and money, and sometimes...

Vince shares his thoughts on a recent episode of the "Pablo Torre Finds Out", podcast, and lessons for CFOs at Home from an alleged financial scam Key Topics: 00:00 What is Life Surge?  02:14 Why This Matters 02:40 Question #1 - Emotions 03:43 Question #2  - Urgency 04:21 Question #3 - Funding 05:36 Question #4 Celebrity 06:24 Question #5 - Faith 07:20 Final Takeaways Key Links: https://www.pablo....

On this episode of CFO at Home, Vince·s guest is Deon Hargrove, founder of Smart Investors, an educational investing platform designed to help people learn, practice, and grow their skills in a risk-free simulation before using real money. Deon shares how starting his investing journey during the 2020 pandemic led to him building a one-stop shop that combines research tools, strategy-based asset r...

On this episode of CFO at Home, Vince talks with author Danial Jiwani about his book, The 52 Laws of Wealth, which presents 52 laws organized into seven big ideas: think big, work hard, handle pressure, work for yourself, get known, be right, a lot, and connect with people. Danial explains how these principles apply not only to the ultra-wealthy, but also to everyday households focused on mortgage...

On this episode of CFO at Home, author, speaker, and transformational coach Kristen Renee Appleby and I explore the connection between financial stress, workplace burnout, and the deeper patterns that shape our relationship with money. Kristen believes that money challenges are not simply about income, budgets, or financial knowledge, but are often rooted in what she calls "money wounds": beliefs,...

On this episode of CFO at Home, Vince talks with David Kennington, an author with 30+ years experience working as a tradesman, about trades as a viable path to making and building wealth, David explains how credit cards and lifestyle creep can quickly push tradespeople beyond their means, and notes that trades and technical training often include little financial education, making discipline and u...

On this episode of CFO at Home, Vince and platform creator Arky Jones discuss Personality Peek, a fun-first, non-clinical personality quiz built around everyday situations. They discuss the connection between personality and money behavior, with Arky sharing how his own ·free thinker· result highlighted some of his own tendencies that, when unchecked, had negatively affected his business. They als...

On this episode of CFO at Home, Vince talks with Tony Tenaglia ·a quality manager in aerospace manufacturing, entrepreneur, yoga teacher, and host of the Work Sucks But I Like It podcast·about redefining work, money, success, and burnout through the lens of worth . Tony shares his career rollercoaster (being fired, dropping out of grad school, chasing money, taking pay cuts for opportunity) and ar...

On this episode of CFO at Home, Vince's conversation is with Gordon Haas of Haas Wealth Strategies, about using financial planning to navigate major life transitions and crises like illness, job changes, and retirement decisions. Gordon shares his own experience with advanced-stage cancer in his early 30s, and a cardiac arrest during COVID, explaining how health events can create urgent financial...

On this episode of CFO at Home, Vince wraps up his conversation with Heidi Heron, a Neuro-Linguistic Programming practitioner with 25+ years of experience, with a discussion about changing what we coin ·unresourceful· money habits; chronic overspending which is often driven by unconscious needs like control, safety, and power, as well the opposite pattern of being extremely frugal, often rooted in...

This episode of CFO at Home is part 1 of Vince·s conversation with Heidi Heron, a Neuro-Linguistic Programming practitioner with 25+ years of experience, about how the ·language of the mind· creates patterns of emotions, beliefs, and behaviors·and how those patterns can be changed through root-cause work. Heidi connects NLP to money issues that commonly come up in her work, like worthiness, lack a...

On this episode of CFO at Home, Vince's guest is attorney Stephanie Prestridge of Life Claim, who helps families when life insurance benefits are delayed, denied, or disputed after a death. Stephanie shares how seeing her typically strong grandmother get overwhelmed by legal matters after her grandfather's Parkinson's diagnosis shaped her shift into estate-related work with an emphasis on a client...

On this episode of CFO at Home, Vince and Andy Parrillo of Parrillo Investors wrap up their conversation with a discussion of the standard 1% assets-under-management fee that many advisors charge, Andy discusses the challenges of successful ·active trading· versus buying and holding low expense funds that more closely mirror indexes, investing with ·joy,· compounding, inflation·s damage, and the i...

On this episode of CFO at Home, Vince speaks with Andy Parrillo of Parrillo Investors about the importance of investors understanding the fees that financial advisors charge to manage their money, and the true all-in cost of investing in mutual funds and ETFs. Andy shares a bit on the history of these fees, and advocates for investors to have their advisors provide performance reports showing thei...

On this episode of CFO at Home, Vince talks with Financial Accountability Coach and founder of Cimifly Money Cecil Williams, about how he began investing in 2008 as more of a ·gambler,· using options, margin, and day trading, before later shifting (after getting married) to a disciplined, long-term approach that helped his accounts grow significantly. Cecil describes re-learning fundamentals throu...

On this episode of CFO at Home, Vince talks with David Nassief, who went from being fired and nearly broke at 63, to achieving a seven-figure net worth by 69. David explains how decades of procrastination, market timing, and inconsistent 401(k) contributions left him unprepared, then describes how he rebuilt by turning off financial ·noise,· studying extensively, and creating a one-page ·Wealth Co...

On this episode of CFO at Home, Vince·s guest is Dr. Danica Cicmil, a PhD in finance and financial educator, who helps beginners overcome fear of investing through basic education on subjects such as compound interest, and understanding inflation risk. Dani discusses starting your investing journey by taking a ·money snapshot,· using personal goals (travel, buying a home, or building a trust fund...

On this episode, Vince talks with private investigator and cybersecurity expert Robert Siciliano, about some of today·s biggest threats to individuals building wealth. They discuss how AI and deepfakes are making voice and video fraud harder to detect, fueling a surge in high-dollar consumer scams, how emotions, loneliness, and default human trust drive victimization, and the importance of situati...

On this episode of CFO at Home, Vince·s guest is Anil Gupta (AKA ·The Love Doctor·), an author, speaker, and relationship coach, who says many relationship breakdowns·especially around money·stem from lack of authentic communication and emotional safety. Anil shares the story of his 2008 financial collapse, and how his wife·s supportive response changed everything, leading him to build a speaking...

On this episode of CFO at Home, Vince wraps up his conversation with relationship coach Brett Jones. This time around, they talk about money discussions and trust, anxiety and defensive spirals, resentment and repairing connection, and Brett's book and resources. For more on Brett book Samurai Love, resources, and upcoming events, go to the relationshipcode.org, 00:56   Security Scanning vs Fixing...

On this episode of CFO at Home, Vince's guest is relationship coach Brett Jones. Brett and Vince discuss relationship skills. and how communication breakdowns—especially around money—can drive conflict and even divorce. Brett shares the story of how his first marriage collapsed, which led him into 30 years of relationship coaching. We also discuss why "love is not enough," how men and women often...

On this episode of CFO at Home, Vince talks with Raffi Bilek, a marriage counselor and author of The Couples Communication Handbook:The Skills You Never Learned for the Marriage You Always Wanted. Vince and Ravi discuss why money is a top source of marital conflict and why financial disagreements are often a symptom of deeper issues like anxiety, resentment, or control. Raffi explains his process...

On this episode of CFO at Home, Vince wraps up his conversation with Dr. Mark L. Teague, author of A Working Man·s Guide, with a discussion of how even skeptics can apply a rational framework that points toward faith, humility and personal responsibility to solving life·s problems, then tie meaning and purpose to personal finance·treating money as a tool, not an end·using budgets, plans, and disci...

On this episode of CFO at Home, Vince·s guest is Dr. Mark Teague, author of A Working Man·s Guide, a value-driven roadmap aimed at helping working-class families thrive in careers, relationships, and finances. Mark shares his background from Texas Panhandle farm life to a doctorate in agricultural economics and a 30-year banking and finance career. From there, the conversation shifts to a discussi...

On this episode of CFO at Home, Vince's guest is Efstathios Georgiou of Georgiou Law PLLC, a former bank attorney who now advocates for consumers facing credit card debt, collections, and lawsuits. Efstathios shares why debt should be treated as a solvable challenge, outlines common misconceptions pushed by national debt companies, and breaks down debt consolidation versus debt settlement, includi...