Episodes

54. Active Investing with Brian Dress
July 21, 2021

54. Active Investing with Brian Dress

Brian Dress is the Director of Research at Left Brain, a wealth management firm providing financial planning and investment advice .On this episode of CFO at Home, Brian and Vince discuss Active investing, Risk Tolerance, and more. Key Takeaways: ...
53. Budgeting Tips, Debt Reduction, and Credit with Kate Grayson
July 14, 2021

53. Budgeting Tips, Debt Reduction, and Credit with Kate Grayson

Kate Grayson is a Money Coach and Founder of Beyond Money, where she specializes in helping people improve their financial lives on their own terms; no jargon, no shame, and no boilerplate solutions. On this episode of CFO at Home, Kate and Vince...
52. College costs and the value of being a wise consumer
July 7, 2021

52. College costs and the value of being a wise consumer

Today on CFO at Home, Christopher Calandra, Founder & Principal of Elliott Wealth Management Services, is back with Vince to discuss college costs; taking a “buyer beware” approach to the subject, recognizing a school’s “pitch”, an...
51. The Case for Passive Investing with Brendan Lee Young
June 30, 2021

51. The Case for Passive Investing with Brendan Lee Young

Brendan Lee Young is the CEO of Passiv. Passiv is a portfolio management tool that makes it easier for DIY investors to maintain a balanced portfolio and build and maintain a passive investment strategy. On this episode of CFO at Home Brendan and...
50. Planning for Retirement and Risk with Ron Surz
June 23, 2021

50. Planning for Retirement and Risk with Ron Surz

Ron Surz is co-host of the Baby Boomer Investing Show, President of Target Date Solutions, and CEO of GlidePath Wealth Management. On this episode of CFO at Home Ron and Vince discuss the current state of retirement planning, gauging retirement risk,...
49. Don’t Retire, Graduate! with Eric Brotman
June 16, 2021

49. Don’t Retire, Graduate! with Eric Brotman

Eric Brotman is the author of the book Don’t Retire...Graduate! He’s also the Chief Executive Officer of BFG Financial Advisors and host of the Don’t Retire...Graduate! podcast. On this episode of CFO at Home, Eric and Vince discuss updating our...
48. Managing Money while living out your Faith with Donovan Brooks
June 9, 2021

48. Managing Money while living out your Faith with Donovan Brooks

Donovan Brooks is a Certified Financial Planner, the founder of Storyline Financial Planning, and the host of the Building Stewards podcast, where he dispenses biblical wisdom for where faith & finances meet. On this episode of CFO at Home Donovan...
47. 7 Wealth Building Rules with Chris Calandra
June 2, 2021

47. 7 Wealth Building Rules with Chris Calandra

Chris Calandra is the Founder & Principal of Elliott Wealth Management Services, a Certified Financial Planner with over twenty-six years of experience helping entrepreneurs, retirees, & families achieve their financial goals & objectives,...
46. Building Wealth with Rocky Lalvani
May 26, 2021

46. Building Wealth with Rocky Lalvani

Rocky Lalvani’s story is a little different than that of most financial experts. He grew up as an immigrant to the US after his parents immigrated from India, spent his working career outside of the financial industry, and built a multimillion...
45. Teaching Kids the Power of Money through Participatory Budgeting with Luke Hohmann
May 19, 2021

45. Teaching Kids the Power of Money through Participatory Budgeting with Luke Hohmann

Luke Hohmann is CEO and Founder of FirstRoot and one of the world’s leading experts on applying Participatory Budgeting at scale, in both communities and in business settings. On this episode of CFO at Home, Luke and Vince discuss using the...
44. Think Like a CFO with Andrew Warner of Marketing CFO
May 12, 2021

44. Think Like a CFO with Andrew Warner of Marketing CFO

Andrew Warner is a virtual CFO for marketing agencies and e-commerce stores. His unique mix of experience in both finance and marketing allows him to approach how he helps the companies he works with in a unique way - helping them get a better handle...
43. Making Money with Blogging and YouTube with Joseph Hogue
May 5, 2021

43. Making Money with Blogging and YouTube with Joseph Hogue

Joseph Hogue is the Chief Awesome Officer at Let’s Talk Money, a YouTube Channel with over 400K subscribers. He’s also the founder of numerous personal finance blogs including one that focuses on work from home opportunities,...
42. Stock Valuation with Alex Mason of the Stock Stories Podcast
April 28, 2021

42. Stock Valuation with Alex Mason of the Stock Stories Podcast

Alex Mason is the host of the Stock Stories podcast, where he explores the histories, business models, and economic characteristics of publicly traded companies. On this episode of CFO at Home, Alex and Vince discuss factors to consider when accessing...
41.Equipping Underserved Entrepreneurs for Success with Carla Youngblood
April 21, 2021

41.Equipping Underserved Entrepreneurs for Success with Carla Youngblood

Carla Youngblood is a Certified Public Accountant, Comedienne, Speaker, Author and Podcaster. On this episode of CFO at Home Carla and Vince discuss tips for beginning entrepreneurs, the specific work that she’s involved in helping Black...
40. Grow your Financial Literacy, enjoy community, and have fun with Milan Kovacevic of Finny
April 14, 2021

40. Grow your Financial Literacy, enjoy community, and have fun with Milan Kovacevic of Finny

Milan Kovacevic is the co-founder and CEO of Finny—a personal finance community and education app that's game-based, personalized to your interests, curriculum-based and free. On this episode of CFO at Home, Milan and Vince discuss how Finny helps to...
39. Travel without breaking your budget with Kelli Nielsen of Trip Fixers
April 7, 2021

39. Travel without breaking your budget with Kelli Nielsen of Trip Fixers

Kelli Nielsen is a world traveler, toddler mom, cancer nurse, and blogger inspiring people to achieve dream travel on THEIR budget and live their best lives through her business, Trip Fixers. On this episode of CFO at Home, Kelli and Vince discuss...
38. 7 Investments In Your 20's That Will Change Your Life with Dan Sarver
March 31, 2021

38. 7 Investments In Your 20's That Will Change Your Life with Dan Sarver

Dan Sarver is a college student who has written the book on money that he was looking for after graduating high school, 7 Investments In Your 20’s That Will Change Your Life. On this episode of CFO at Home, Dan and Vince discuss his inspiration for...
37.The Six Pillars of Wealth with Patrice Washington
March 24, 2021

37.The Six Pillars of Wealth with Patrice Washington

Patrice Washington is an award-winning author, transformational speaker, hope restoring coach, and media personality who Success Magazine named one of 12 Inspiring Black Voices in Personal Development. She’s also the host of the Redefining Wealth...
36. Financial Independence with Diania Merriam of the EconoME Conference
March 17, 2021

36. Financial Independence with Diania Merriam of the EconoME Conference

Diania Merriam is the founder and Chief Economist of EconoMe LLC, which was formed to launch the EconoMe Conference, an event centered around financial independence that’s known as the "Ted Talks" of the Financial Independence Retire Early, or FIRE...
35. Build your kid’s financial literacy and simplify gift giving with Mike Fraietta of KidFolio
March 10, 2021

35. Build your kid’s financial literacy and simplify gift giving with Mike Fraietta of KidFolio

Mike Fraietta is the Founder and CEO of KidFolio, an app that allows you to contribute to an experience, help a child save for college, or teach financial literacy by gifting an investment. On this episode of CFO at Home, Mike and Vince discuss how...
34. Unexpected CFO at Home with Liz Hand of Pleasant Wealth, LLC
March 3, 2021

34. Unexpected CFO at Home with Liz Hand of Pleasant Wealth, LLC

Liz Hand is a Certified Financial Planner with Pleasant Wealth, LLC in Canton, Ohio. She’s worked in personal finance for over a decade, and focuses her practice on helping women step into retirement by managing investments, designing retirement...
33. Budgeting Basics with Kenny Ingersoll of Revolution Financial Management
Feb. 24, 2021

33. Budgeting Basics with Kenny Ingersoll of Revolution Financial Management

Kenny Ingersoll is a representative with Revolution Financial Management, which seeks to help people better their financial situation through education and awareness. On this episode of CFO at Home, Kenny and Vince discuss budgeting basics; budgeting...
32. The GameStop trading frenzy and what it means for the average investor
Feb. 17, 2021

32. The GameStop trading frenzy and what it means for the average investor

Certified Financial Planner David Elder, Vince’s personal Retirement Advisor, is back with him on CFO at Home. This time around they discuss the GameStop trading craze and what it means for the average investor, Efficient Markets, when shorting...
31. Improving Financial Literacy through FinTech with William Glass CEO and Founder of Ostrich
Feb. 10, 2021

31. Improving Financial Literacy through FinTech with William Glass CEO and Founder of Ostrich

William Glass is a FinTech entrepreneur whose mission is to improve financial well-being globally. As founder & CEO of Ostrich, William has developed an app to help individuals build financial literacy by creating social community and...