Episodes

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...
30. Family Finances and Gender with Jessica Durbin of Durbin Bookkeeping
Feb. 3, 2021

30. Family Finances and Gender with Jessica Durbin of Durbin Bookkeeping

Jessica Durbin is a Financial Wellness Coach, a third generation tax preparer, bookkeeper, wife of a Navy Corpsman Veteran and the mother of two beautiful girls. In this episode on CFO at Home, Jessica and Vince discuss the role that gender plays in a...
29. Retirement Planning Fundamentals with David Elder of Merit Financial Advisors
Jan. 27, 2021

29. Retirement Planning Fundamentals with David Elder of Merit Financial Advisors

David Elder is a Certified Financial Planner, Wealth Manager, Branch Manager, and Partner with Merit Financial Advisors. He’s also Vince’s personal Retirement Advisor. Today on CFO at Home, David and Vince discuss retirement planning; factors to...
28. The Intersection of Health and Wealth with Stevyn Guinnip of Grow Wellthy
Jan. 20, 2021

28. The Intersection of Health and Wealth with Stevyn Guinnip of Grow Wellthy

Stevyn Guinnip is a Financial Advisor's daughter who became an exercise physiologist and a certified wellness coach. She’s worked with hundreds of clients to get their health back on track and as the founder & CEO of Grow Wellthy, has helped...
27. Know Yourself, Know Your Money with Rachel Cruze
Jan. 13, 2021

27. Know Yourself, Know Your Money with Rachel Cruze

Rachel Cruze is a #1 New York Times bestselling author, financial expert and host of the Rachel Cruze Show. On this episode of CFO at Home Rachel and Vince discuss her new book Know Yourself Know Your Money, how the lessons we learn about money...
26.Creating “Your Best Year” Financially with Joe McKowen
Jan. 4, 2021

26.Creating “Your Best Year” Financially with Joe McKowen

Joe McKowen is a Financial and Personal Growth Coach who works with clients to create clarity in their plans, accountability in their actions, and growth in their life. In 2020 Joe joined the John Maxwell team and combined his business and coaching...
Bonus: So, what have we learned? Year-End reflections and thank you’s!
Dec. 31, 2020

Bonus: So, what have we learned? Year-End reflections and thank you’s!

Seeing that it’s the end of the year and it seems that everybody’s publishing lists I thought I’d share my list of top lessons learned from our guests in 2020 on the #1 topic that we’ve discussed this year; Money Mindset. 6 takeaways from this...
25.”Ask an Economist” with Eric Mason
Dec. 30, 2020

25.”Ask an Economist” with Eric Mason

Eric Mason is a published economist who currently works in the public sector as a Chief Financial Officer. On this episode of CFO at Home, Eric and Vince discuss the differences between the stock market and the economy, the impact of companies like...
24. On-line business on a budget with Sarah St John
Dec. 23, 2020

24. On-line business on a budget with Sarah St John

Sarah St John is an entrepreneur, podcaster and author. She’s created several startups over the course of her entrepreneurial career, and through her books, blog, and podcast, shows people how to launch and manage an online business on a budget. On...
23. Critical Skills for Every Stage of your Financial Life with Harry Stout, author of The FInancialVerse
Dec. 16, 2020

23. Critical Skills for Every Stage of your Financial Life with Harry Stout, author of The FInancialVerse

Harry Stout is a senior leader in the global financial services business with expertise in personal finance, life insurance, annuities, product innovation, and business management. He’s also the author of The FinancialVerse, A Common Sense Approach...
22. Stock Market Stories from the 401K age with Kenny Polcari, CNBC Contributor and Managing Partner of Kace Capital Advisors
Dec. 9, 2020

22. Stock Market Stories from the 401K age with Kenny Polcari, CNBC Contributor and Managing Partner of Kace Capital Advisors

Today we’re all taught that investing in stocks through tax advantaged accounts like 401Ks is one of best ways to build wealth and prepare for retirement. But how much of the history of the stock market or of these accounts do we really know? On...
21. Money Conversations Every Couple Must Have with Ericka Young of Tailor-Made Budgets
Dec. 2, 2020

21. Money Conversations Every Couple Must Have with Ericka Young of Tailor-Made Budgets

Ericka Young is president and founder of Tailor-Made Budgets, a recognized financial expert, and the author of “Naked and Unashamed: 10 Money Conversations Every Couple Must Have”. On this episode of CFO at Home Ericka and Vince discuss a few of...
20. Finding and Refining your Business Idea with Melinda Livingstone of IncomeConnection
Nov. 25, 2020

20. Finding and Refining your Business Idea with Melinda Livingstone of IncomeConnection

Melinda Livingstone is the Founder of IncomeConnection, which helps you find your side-gig or business idea and gives you the tools, insights and professional support that you need to set yourself up for success. On this episode of CFO at Home,...
19. Teaching Financial Literacy through “The Bank of Mom and Dad” with Bill Dwight of FamZoo.com
Nov. 18, 2020

19. Teaching Financial Literacy through “The Bank of Mom and Dad” with Bill Dwight of FamZoo.com

Bill Dwight is the CEO and Founder of FamZoo.com, where the  mission is to bring financial literacy to 40 million American kids through thoughtful parent-moderated payment technology. On this episode of CFO at Home, Bill and Vince discuss...
18.The Benefits of Complex Trusts with Dr. Gail Hamilton of BEE Connected
Nov. 11, 2020

18.The Benefits of Complex Trusts with Dr. Gail Hamilton of BEE Connected

Gail Hamilton is Owner and Principal at BEE Connected LLC. Through BEEconnectedlife.com, Gail provides financial education to help individuals and businesses protect their assets and structure generational wealth through the creation of private family...
17.Starting to Invest with Michael Lacy from the Winning to Wealth Podcast
Nov. 4, 2020

17.Starting to Invest with Michael Lacy from the Winning to Wealth Podcast

Michael Lacy is the host of the Winning to Wealth Podcast. After paying off $61,000 in debt in only 16 months, Michael and his wife created Winning to Wealth to help couples like themselves save more money, pay off their debt, and get started...
16.Educating Kids about Money w/Keli Calderon of The Smart Money Academy
Oct. 28, 2020

16.Educating Kids about Money w/Keli Calderon of The Smart Money Academy

Keli Calderon is Owner of The Smart Money Academy, whose mission is to equip the next generation with the tools and know-how to care for themselves financially, and the wealth to make an impact on the world. Today on CFO at Home Keli and Vince discuss...
15. Money Mindset Coach Annette Schmidt of FinSavvy Mom
Oct. 21, 2020

15. Money Mindset Coach Annette Schmidt of FinSavvy Mom

Annette Schmidt is a Money Mindset Coach known as the FinSavvy Mom. After years of bouncing checks, paying overdraft fees, and learning how to live on a budget she finally found financial success by changing her mindset and the way she approached...
14. Bonnie Burkett, author of Enough! The College Cost Crisis
Oct. 14, 2020

14. Bonnie Burkett, author of Enough! The College Cost Crisis

Bonnie Burkett is the author of Enough! The College Cost Crisis, How to Protect your Wallet and your Student’s Financial Future. On this episode of CFO at Home Bonnie and Vince discuss common myths about college education, essential skills for your...
13. Money Conversation Starters with Jed Jurchenko
Oct. 7, 2020

13. Money Conversation Starters with Jed Jurchenko

Jed Jurchenko is a Life and Leadership Coach and author of over 20 books for couples, families and kids. He is passionate about helping couples have better conversations and increase their joy. Today on CFO at Home Jed and Vince discuss his unique...
12. The Importance of a Powerful “Why” with Financial Coach Suzanne Johnson
Sept. 30, 2020

12. The Importance of a Powerful “Why” with Financial Coach Suzanne Johnson

Suzanne Johnson is a Ramsey Solutions Master Financial Coach who for the last 5 years has been teaching clients to take control or their finances . On this episode of CFO at Home Suzanne and Vince discuss the number #1 financial issue of her clients,...
11. Making Side Income with Nick Loper of Side Hustle Nation
Sept. 23, 2020

11. Making Side Income with Nick Loper of Side Hustle Nation

Nick Loper is a Blogger, Podcaster, and Chief Side Hustler at Side Hustle Nation. On this episode of CFO at Home Nick and I discuss discovering your Side Hustle idea, the role of passion in a successful Side Hustle, the Side Hustle Snowball, and more....
10. Preparing for Challenging Economic Times with Certified Financial Planner Deanna Brown
Sept. 16, 2020

10. Preparing for Challenging Economic Times with Certified Financial Planner Deanna Brown

Deanna Brown is a Certified Financial Planner, Certified Divorce Financial Analyst, and Managing Director with Lakeview Capital Partners. On this episode of CFO at Home Deanna and Vince discuss the money struggles of her family growing up, preparing...
9. Les Nienow of Ramsey Solutions - Financial wisdom from a key member of Dave Ramsey’s Coaching team
Sept. 9, 2020

9. Les Nienow of Ramsey Solutions - Financial wisdom from a key member of Dave Ramsey’s Coaching team

Les Nienow is Coaching Liaison and a Senior Financial Coach at Ramsey Solutions. On this episode of CFO at Home Les and Vince discuss his 16 years on Dave Ramsey’s Financial Coaching team, why one partner in a relationship can sometimes be reluctant...