255. Life Insurance Claims After Loss: Delays, Denials, and How to Prepare

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-centered approach. Vince and Stephanie then discuss the importance of estate and financial plann…

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255. Life Insurance Claims After Loss: Delays, Denials, and How to Prepare

255

July 20, 2026

255. Life Insurance Claims After Loss: Delays, Denials, and How to Prepare

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254. Investing: Breaking the 1% Fee Habit, Risk, and Staying the Course Part 2

254

July 13, 2026

254. Investing: Breaking the 1% Fee Habit, Risk, and Staying the Course Part 2

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 importance of remaining invested through flat periods. For more resources, including Andy·s book Beat

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253. Investing: Breaking the 1% Fee Habit, Risk, and Staying the Course

253

July 6, 2026

253. Investing: Breaking the 1% Fee Habit, Risk, and Staying the Course

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 their returns after fees, against the performance of the appropriate benchmark. Andy also discusses how

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252. From “Gambler” to Disciplined Investor

252

June 29, 2026

252. From “Gambler” to Disciplined Investor

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 through an investing course, using dollar-cost averaging and auto contributions into a mix of tax-advanta

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251. From Fired at 63 to Millionaire by 69

251

June 22, 2026

251. From Fired at 63 to Millionaire by 69

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 Compass· with nine trail markers and five North Star principles, to stay focused and avoid shiny-objec

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250. Overcoming Fear of Investing: Inflation, Emergency Funds, and ETF Basics

250

June 15, 2026

250. Overcoming Fear of Investing: Inflation, Emergency Funds, and ETF Basics

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 for children) to motivate investing without extreme deprivation, and how knowing fundamentals helps

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