CFO at Home

Despite our best efforts to budget, save, invest, and be careful with our spending, a single medical emergency can present significant challenges to even the most thorough of financial plans. Given the ever rising price of healthcare and healthcare insurance, what can we do to help manage the impact of these costs on our finances? That's the conversation that Vince has on this episode of CFO at Ho...

Remember a couple of years ago when everybody was talking about Bitcoin, Cryptocurrency and NFTs? Hear much about them today? Was it all just a passing fad, or are there things about Cryptocurrency and the technology behind it that it would be beneficial for us to be aware of from a financial literacy standpoint? That's the discussion Vince has on this week's episode of CFO at Home with Professor...

Google "Stressful life events", and more often than not the results will list divorce as #2, right behind the death of a spouse or loved one. For all of the stress and pain that comes with the process, how can the financial part of a break-up be handled in a civil, respectful, and fair manner? That's the topic that Vince dives into on this episode of CFO at Home with Leah Hadley, founder of Intent...

Did you know that March is National Credit Education Month? To mark the occasion, Vince thought he'd share some info from the National Financial Educators Council Credit Education Guide. If you'd like a copy of the full guide, just drop him a note at vince@thecfoathome.com Credit Bureaus are Companies that collect information about your credit and other financial obligations Credit History Compani...

In the final episode of CFO at Home's Money and Relationships series, Vince talks with Greg Davis, retired Senior Finance Executive, academic, and author of the book "Checkmate: Tips & Lessons to help you Make the Right Moves to Achieve Happiness!", about how both Money and Relationships ultimately impact our happiness. You can learn more about Greg and Checkmate by visiting davischeckmate.com Sho...

On this Money and Relationships episode of CFO at Home, Pastor, marriage coach and author Kelly DuPee and I dive into the subject of marriage and money. We discuss how Kelly successfully navigated through his own marital challenges, marital friction and financial disagreements, the importance of oneness, trust and communication when managing finances as a couple, and more. You can learn more about...

CFO at Home's Money and Relationships Month rolls on this week with a focus on Dating and Money with Christopher Hill, the Founder of The Gentlemen's Group Christopher and Vince discuss the impact of stable relationships on financial success, the idea of financial " do's and don't" in the dating world, the importance of establishing genuine connection with your romantic partner, and more. You can...

All this month on CFO at Home, the focus is on Money and Relationships. Have you ever loaned money to a friend or family member, only to find yourself regretting it later? Have you struggled with saying no or setting limits in relationships, both personal and financial? If so, stick around for this episode and check out Vince's conversation with Heather Claus. Heather is an educator, coach, and au...

If one of your goals for 2024 is to break out of a professional or job search rut, endlessly sending out resumes and waiting for calls that never come, then this episode is for you. On this episode of 'CFO at Home,' Finance Guru and Bestselling Author of "The 5 Day Job Search" Annie Margarita Yang, shares her incredible story of how she landed three accounting jobs consecutively, each within five...

On this episode of CFO at Home, our series on your 2024 money goals rolls on, this time focusing on investing. Vince's guest today is Shari Rash, founder and Financial Advisor with Greenway Wealth Advisory and the host of the Money Chic podcast. Shari and Vince discuss the importance of having defined investment goals, the difference between a budget and a spending strategy, how to allocate your i...

When it comes to managing our money, oftentimes small, incremental changes implemented over a long period of time can yield big results. In her book Ditch Your Debt While Banking Bucks: Living the 60/40 Rule on Your Current Income, this episode's guest Janine Bolon helps you to discover how small changes in your behavior can lead to leveraging more cash into your wallet, where daily and weekly act...

It happens at the beginning of every new year; whether you plan to set goals for the year or not, the talk is everywhere; from social media to the ads that run during our favorite television shows; lose weight, get fit, goals in nearly every aspect of your life; including your money. Here on CFO at Home, we're kicking off 2024 by focusing each episode in the month of January on your money goals. W...

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 comes to your money. Episodes will cover:  Getting your financial house in order in 2024 Insurance Job search tactics and building your personal brand Harmoniously managing  your money in your marriage  

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 some of the top strategies that he and his team have used since 2011 to help students earn over $300 million in scholarships and grants, while being admitted to some of the top institutions in the country; in...

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-Kilgore, founder of Personal College Counseling, Inc., (also known as PCCI) this time focusing on college prep and how to best position young scholars for success in college in all aspects of their educatio...

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 way to work towards both goals simultaneously? That's the topic Vince discusses on this episode of CFO at Home with Dan Cieniewicz, Certified Financial Planner with Hyperion Financial. You can learn more ab...

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 driven by goals. On this episode of CFO at Home, Vince discusses goal setting in order to achieve life goals, financial and otherwise, with Aliki Samone, author of Conquer your Summit, How to Build a Five-...

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 relationships, and it's no wonder that family conversations around finances can be so difficult particularly during critical life transitions that involve financial decisions. Family money conversations is the topic on...

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 often can be our own worst enemies when it comes to achieving our financial goals. Why? Self-Sabotage and money is the topic Vince discusses on this episode of CFO at Home with Nancy Pickard, Master Life Coach...

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 strategies to take advantage of tax breaks that are only available to the wealthy and privileged. But in reality, proactive tax planning can play an important role in the wealth building strategies of those of u...

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, and good at what they do. However, for all of their success in their chosen field, some are also good with managing their money, while others, not so much. For those who struggle with their finances, how c...

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 having some level of sophisticated knowledge of finance and markets. What we don't always think about is one of the key elements that has been responsible for the success of so many everyday investors; consis...

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 enjoy; playing their favorite video games, drawing, doing whatever it is that they're doing on their phones, the list goes on. But instead of advising your kid to go find a job in fast food, what if you coul...

Certified Financial Planners, Chartered FInancial Analysts, Chartered Financial Consultants, Chartered Retirement Planning Counselors, Certified Divorce Financial Analysts. These are just a handful of the types of different certifications that Financial Advisors have in today's market. There are also Financial Coaches, Financial Educators, Financial Therapists, and a host of others financial profe...

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. Given that attaining this status is a goal that so many of us aspire to achieve, on this episode of CFO at Home, Vince has a conversation with Ben Hockema, CFP and Founder of Illuminate Wealth Management,...