As much as we rightfully talk about topics like financial literacy, our problems with money are just as often caused by self sabotaging behaviors as by a lack of financial knowledge. On this episode of CFO at Home, Vince tal…
In our last episode we looked at the role that generational poverty has played in maintaining the Wealth Gap, and discussed some possible solutions. Today on CFO at Home, Vince and the founder of Raise Financial and Scholar …
According to Forbes.com, The Federal Reserve reports that as of 2019 the median net worth of Americans based on educational level ranged from $21k for those having no high school diploma, to $309k for those with a college de…
On the last episode of CFO at Home we discussed a number of different ways to invest in Real Estate, both active and passive. In this episode, Vince and Whitney Elkins-Hutten, Director of Investor Education at Passiveinvesti…
Mike Cavaggioni is a licensed Realtor-Associate, Financial Coach, Real Estate Investor, and host of the Average Joe Finances Podcast, a top 1% internationally ranked podcast. On this episode of CFO at Home, Mike and Vince di…
Investopedia defines Financial Infidelity as when couples with combined finances lie to each other about money. Tracy Coenen is a renowned forensic accountant and the brains behind The Divorce Money Guide, a product that tak…
While being financially literate is fundamental to our ability to manage our money effectively, if we don’t have healthy relationships and beliefs about money, our financial knowledge means very little. Today on CFO at Home,…
We began this series by introducing a study by a noted psychology professor that looked at how goal achievement in the workplace is influenced by three key actions: 1. Writing goals 2. Committing to goal-directed actions 3. …
On last week's episode we introduced a study by a noted psychology professor that looked at how goal achievement in the workplace is influenced by three key actions: 1. Writing goals 2. Committing to goal-directed actions 3.…
In this episode CFO at Home, we look at goal setting by borrowing some ideas from the business world. If you’re listening to a Personal Finance podcast this time of year, you may be thinking “This is the year that I’m going …
New episodes of the podcast will return Wednesday, January 4th 2023! In the meantime, here are a few episodes from 2022 I think are particularly worth catching up on or listening to again going into the New Year: 102. Sid…
Rob Phelan is an entrepreneur and high school personal finance teacher in Maryland. Through his classroom work and Simple StartUp Virtual courses, Rob has helped beginner entrepreneurs form over 250 new businesses, across al…
For 11 years Spencer Bishins worked as an Attorney Advisor for the Social Security Administration. He’s now the author of Social Security Disability Revealed: Why it's so Hard to Access Benefits and What You Can Do About It.…
Question; when do you typically start thinking about your income taxes? After New Year’s, once the holidays are over and the W2s and other tax statements start to roll in? Are there moves that you should consider making soon…
Budgeting. Living on less than you make. Saving. Investing. These are all fundamentals of building a solid financial foundation. That being said, what about income? What if you want to start a side hustle to bring extra inco…
Debbie Emick and her husband Chris reached Financial Independence in their late 30s through rental real estate. Today, they’re both fully “retired” from W2 income and have dedicated themselves to a passion project they call …
Stacy Edgar is CEO and co-founder of Venteur, a company whose mission is to help employers provide the best possible health benefits for their employees. On this episode of CFO at Home Stacy and Vince discuss some of the cha…
Matt Ruttenberg is a Financial Entrepreneur, CMO & Shareholder of Life, Inc. and founder of SureLI Insurance, an independent, digital insurance site that specializes in providing Life Insurance to those pursuing Financial In…
Over the last couple of years, our pandemic lifestyles have disrupted many areas of our lives, including our finances. On this episode of CFO at Home, Vince and Terri Nicklas, President and Founder of The Wealth Coach for Wo…
Aaron Ahuvia is a Professor of Marketing, a research psychologist, and the author of The Things We Love: How Our Passions Connect Us and Make Us Who We Are. On this episode of CFO at Home, Aaron and Vince discuss why we fall…
One of the more frequently discussed topics when it comes to retirement planning is the idea of the “number”, or what’s the amount that you need to have saved and invested in order to finally transition into a life of financ…
Alissa Locke has spent her career helping people improve their financial situation, first in the mortgage industry, then insurance and financial services. However, it was her personal money journey that compelled her to beco…
These days, Crystal Williams, Financial Coach and Founder of Smart Money Financial Coaching, works with women and married couples who “make too much to feel this broke” move from financial stress to financial freedom. Howeve…
So as I recorded this it was late August, and the Student Loan Debt Relief Plan was announced about a week ago. Since the announcement there’s been all sorts of discussion about whether or not the debt cancellation portion o…
