On our last episode, we discussed Long-Term Care Insurance and options. Today my discussion with Bruce Weinstein, Co-Owner of Weinstein Wealth Insurance Solutions, focuses on Life Insurance; various types, and the roles they…
Long-Term Care Insurance. Perhaps you were looking for something light and maybe a little informative to listen to while driving, walking the dog, exercising, or maybe knocking out a few household chores. Think Long-Term Car…
It’s that time of year. We’re finally shaking off winter and either looking forward to, planning for, or dreaming of travel. And while a quick get-away to the beach or mountains is always great, what about those bucket-list …
When it comes to preparing for your retirement, at the end of the day, no one has as much on the line as you do. Even if you’re fortunate enough to have access to financial professionals to advise you, what are some essentia…
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 h…
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 …
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 …
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 guid…
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 Move…
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 cha…
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 …
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 …
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 …
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 th…
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 …
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, goal…
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 wi…
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 …
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 C…
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…
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 epis…
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 fam…
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 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…
