Episodes

Jan. 3, 2024

147. Your Money Goals 2024: Setting and Achieving Goals

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...

Dec. 7, 2023

Looking Forward to 2024!

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...

Nov. 29, 2023

146. Strategies for Navigating the High Cost of College

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...

Nov. 22, 2023

145. Planning Early for College Success

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.,...

Nov. 15, 2023

144. Saving for College and Retirement (at the same time)!

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...

Nov. 1, 2023

143. Life Goals, Money 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 episode of CFO at Home, Vince...

Oct. 25, 2023

142. Navigating Family Money Conversations

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...

Oct. 18, 2023

141. Self-Sabotage and Your Money

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...

Oct. 11, 2023

140. Tax Planning - Preventative Healthcare for Your Finances

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...

Oct. 4, 2023

139. Money Management for the Analytical Thinker

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...

Sept. 27, 2023

138. The Power of Patience and Consistency

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...

Sept. 21, 2023

137. Guiding your kids in turning their Passions into Profits!

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...

Sept. 13, 2023

136. Finding Your Financial Pro

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...

Sept. 6, 2023

135. Do High Net Worth Individuals really do that?

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...

Aug. 30, 2023

134. Managing Family Finances like a Business

Aaron Shelley is the author of The Family Flywheel: The Secret Business Principles Successful Families Use to Create Sustained Wealth And Happiness. On this episode of CFO at Home, Aaron and Vince discuss the differences and similarities of managing...

Aug. 23, 2023

133. Reaching your Financial “Time Freedom Point” through Real Estate

In nearly every discussion about achieving Financial Independence, one or both of two investments are usually talked about as being keys to a successful plan; investing in stocks and real estate. On this episode of CFO at Home Axel Meierhoefer,...

Aug. 16, 2023

132. Weekly Budgeting

At the end of the day, any effective budget is a communication tool. If you’re using it solo, it’s communicating to you where your money is going, and how well your spending aligns with the priorities that you’ve defined. If you’re budgeting...

Aug. 9, 2023

131. Preparing your Family Financially

So many of our life’s money goals revolve around the positive; financial freedom, owning your own home, driving a nice car, taking wonderful vacations. But as much enjoyment as we can derive from these types of things, there’s also the other side...

Aug. 2, 2023

130. Budget Like a CFO

Through his business Portal CFO Consulting, Manny Skevofilax works with business owners as an Outsourced Chief Financial Officer to help them gain a better understanding of their business’s financial health. Through this website MannySkevofilax.com,...

129. Traveling on a Budget (Abroad and Otherwise)

June 14, 2023