Episodes - Page 4 | CFO at Home

May 10, 2023

124. Your Encore Career

Regardless of your age, there comes a point in nearly every career where it’s time to change employers or even your occupation. Particularly for those who have been fortunate enough to attain some level of financial independence, this could mean...

May 3, 2023

123. Automate your Finances!

Even while he worked as a professional in the Financial Services industry, Andy Hoffman struggled to make conventional budgeting work at home. This struggle led him to create a system that is centered around automation, not budgeting, to manage his...

April 26, 2023

122. Financial Freedom for Service Industry Professionals

The majority of today’s conventional personal finance advice is primarily designed to speak to a certain audience; salaried or hourly workers with fairly predictable and consistent incomes, with employers who provide benefits including paid time off...

April 19, 2023

121. Paths to Financial Independence

For so many of us, Financial Independence, reaching a point where money no longer dictates to us how we live our lives, is our ultimate financial goal. In this episode of CFO at Home, Vince discusses factors that we need to consider while pursuing...

April 12, 2023

120. Toxic Relationships and your Money

In her book Out of the FOG Into the CLEAR, Journaling to Help You Heal from Toxic Relationships, Shannon Petrovich helps victims of narcissistic, abusive, or other toxic relationships find their bearings, push past paralysis, clear away their vision,...

April 5, 2023

119. Is Entrepreneurship really for you?

Entrepreneurship has long been considered one of the primary methods of building wealth, whether it is by going all-in to start your own business, or by creating a side-hustle to help generate multiple streams of income. But what does it take to...

March 29, 2023

118. Strategies for a Job Layoff

One of the unfortunate business trends of 2023 so far has been corporate layoffs. Even since the recording of this episode, companies as diverse as Disney, Salesforce, and Accenture have announced plans to reduce their workforce. If you’re laid off,...

March 22, 2023

117. Money Tips from "Ochocinco" and T.O.?

Chad Johnson was a NFL wide receiver for the Cincinnati Bengals from 2001 to 2010 and played for the New England Patriots in 2011. You’ll hear him referred to at times as Chad Ochocinco because from 2008-2012 he wanted to be called by that name in...

March 15, 2023

116. How to Make an Investment Plan Yourself (Step-By-Step)

Thanks in large part to investing apps like Robinhood, awareness of stock trading and investing has never been higher for the average person. But if you’re interested in becoming a real, long-term investor, where do you start? That is the subject...

March 8, 2023

115. We Know Better, Why Can’t We Change?

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 talks with author and founder...

March 1, 2023

114. The Wealth Gap Part 2: Is the System Rigged (and if so, what can we do about it)?

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 Raise Welsey Belden discuss...

Feb. 22, 2023

113. The Wealth Gap Part 1: Disrupting Generational Poverty

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 degree. Based on race and...

Feb. 15, 2023

112. Real Estate Investing Part 2: Real Estate Syndications

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 Passiveinvesting.com discuss a popular...

Feb. 8, 2023

111. Real Estate Investing Part 1: Ways to Invest in Real Estate

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 discuss different methods of...

Feb. 1, 2023

110. Financial Infidelity and Divorce

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 takes people step-by-step...

Jan. 25, 2023

109. Why do we do the things we do with Money?

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, Vince and Certified...

Jan. 18, 2023

108. Attack your Money Goals like a CFO - Part 3: Creating Accountability

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. Creating accountability for...

Jan. 11, 2023

107. Attack your Money Goals like a CFO - Part 2: Committing to Goal-Related Actions

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. Creating accountability...

Jan. 4, 2023

106. Attack your Money Goals like a CFO - Part 1: Writing out your Goals

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 to get better with...

Dec. 14, 2022

Bonus: Year End 2022 - Looking Forward, Looking Back

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. Side Hustles, Hobbies, and...

Nov. 30, 2022

105. Teaching Kids about Money through Entrepreneurship

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 all different types of...

Nov. 16, 2022

104. Social Security Disability

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. On this episode of CFO...

Nov. 9, 2022

103. Let’s Talk Taxes (it’s not too soon!)

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 sooner that could potentially...

Nov. 2, 2022

102. Side Hustles, Hobbies, and Transitioning Out of Your 9 to 5

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 income, turn a hobby into a...