Latest Episode 
267. Retirement Investing: What to Ask Your Financial Advisor!
On this episode of CFO at Home, Vince talks with James Barrineau, Chief Investment Officer of Fiduciary Capital Management, about what everyday investors should understand as they manage their retirement savings and evaluate financial professionals who may help them along the way..
Drawing on more than 25 years of experience on Wall Street and in investment management, James discusses why investors should understand what they own, the risks they're taking, and the fees they're paying. Vince and
Recent Episodes
267
Oct. 26, 2026
267. Retirement Investing: What to Ask Your Financial Advisor!
On this episode of CFO at Home, Vince talks with James Barrineau, Chief Investment Officer of Fiduciary Capital Management, about what everyday investors should understand as they manage their retirement savings and evaluate financial professionals who may help them along the way.. Drawing on more than 25 years of experience on Wall Street and in investment management, James discusses why investors should understand what they own, the risks they're taking, and the fees they're paying. Vince and
266
Oct. 19, 2026
266. Blended Family Finances: Money Conversations, Fairness, and a Unified Vision
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 the influence of ex-spouses. Drawing from his book Blended Family Finances, they discuss why couple
265
Oct. 5, 2026
265. Money, Wisdom and Faith: Five Questions Every CFO at Home Should Ask themselves
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.show/p/tim-tebows-kingdom-impact Contact the Host - vince@thecfoathome.com Want to be a guest on CFO
264
Sept. 21, 2026
264. Building Investment Skills Without the Risk!
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 recommendations, and virtual portfolios that use real-world market data. He discusses investor mindse
263
Sept. 14, 2026
263. The Laws of Wealth: Financial “Big Thinking” for Everyday Families!
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 mortgages, childcare, retirement, and financial security. They discuss how ·thinking big· is a mindset, how
262
Sept. 7, 2026
262. Healing the Money Wound and Building Financial Wellness Through Mindset
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, emotional experiences, and survival patterns that develop over time and influence how we earn, spen
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