Bonus - Wrapping Up 2024 and What's Next for CFO at Home
CFO at Home
As the year comes to a close, CFO at Home is pausing for the month of December. New episodes will resume on January 1st, featuring interviews with money experts on topics such as wealth building, investing, money and relationships, and more. In 2025, expect a mix of interview-based episodes and short educational segments designed to enhance your CFO at Home skills. With 184 full episodes and bonus content available, now is the perfect time to catch up on any you’ve missed. Visit thecfoathome.com to explore episodes by topic. Enjoy the holiday season, and remember to spend and eat wisely....
info_outline
184. Finances and Divorce - A Man’s Perspective
CFO at Home
On this episode of CFO at Home, Vince’s guest, Paul Murphy of Divorce Detox, shares his personal story of divorce, and the challenges that he’s faced in transitioning from a spouse who was largely uninvolved in the day to day management of his finances, into the CFO of his Home. Paul’s experiences inspired him to create Divorce Detox, a digital program aimed at helping men manage the emotional and financial aspects of divorce. You can find out more about Paul and Divorce Detox by visiting divorcedetoxx.com Key Topics: Paul's personal story: career, marriage, divorce, and financial...
info_outline
Bonus - Inflation and the President Elect's Strategy to Address It
CFO at Home
With the 2024 Presidential Election behind us, what's our new President's plan to address voter's #1 issue? Key Topics: Introduction and Election Reflection Understanding Inflation: Definitions and Current Rates President-elect's Inflation Strategy: Key Points Impact of Energy Production on Inflation Federal Spending and Deregulation Immigration and Housing Costs Geopolitical Stability and Inflation Tax Policies and Home Ownership Initiatives Conclusion: Holding Leaders Accountable
info_outline
183. Bankruptcy Basics and Student Loan Discharge
CFO at Home
On this episode of CFO at Home, Vince’s guest is Luke Homen, a bankruptcy attorney and founder of Convenient Bankruptcy. Luke and Vince discuss two of the most common forms of bankruptcy, Chapter 7 and Chapter 13, and the importance of understanding the process and potential pitfalls of each. Luke shares insights into the emotional and financial aspects of filing for bankruptcy, and the impact of bankruptcy on aspects of your financial wellness such as credit scores. Luke and Vince also discuss the potential for student loan discharge through bankruptcy, a relatively new and evolving area of...
info_outline
182. Building Generational Wealth in Underrepresented Communities
CFO at Home
On this episode of CFO at Home, Vince’s discussion is with Jude Wilson, Chief Financial Strategist at Centrus Financial Strategies, about financial planning, specifically for underrepresented communities and the first-generation affluent. They discuss the importance of understanding cash flow versus net worth and the challenges of changing financial mindsets. Jude also shares his personal money journey as the son of Haitian immigrants as well as stories of individuals who have transformed their financial futures through strategic planning. You can learn more about Jude and his work by...
info_outline
181, Investing at Every Stage of Life
CFO at Home
With more options available to us than ever, navigating the world of investments can be challenging, whether you’re a new investor just starting out, or a more seasoned investor looking to strike a balance between growth and income. On this episode of CFO at Home, Vince talks with Steven Wagner, from Integrity Wealth Advisors, about the importance of your investment strategy evolving in different stages of life, the psychology of money, the concept behind Lifestyle or Target Date funds, and more. You can learn more about Stephen and Integrity Wealth Advisors by visiting iwaplan.com Key...
info_outline
180. Unlocking Your Financial Thermostat, A New Mindset
CFO at Home
Our thoughts, feelings, and emotions about money are key factors in determining our financial success. On this episode of CFO at Home, Vince talks with Pericles Rellas, a money mindset expert who has worked with tens of thousands of people for more than two decades to help them live lives of power, purpose and prosperity, using his concept of the "financial thermostat". They explore how our financial thermostats can dictate our earning and saving behaviors, the four keys to resetting your financial thermostat, and more. You can learn more about Pericles and the Financial Thermostat by visiting...
info_outline
179. Side Hustles: Balancing Passion and Profit
CFO at Home
On this episode of CFO at Home, the discussion is Side Hustles with Joan Posivy, host of the Side Hustle Hero podcast. Joan and Vince talk about the evolving landscape of side hustles, and she shares her insights on choosing the right side hustle, the importance of matching your side hustle to your personal preferences, the balance between a full-time job and a side hustle, and more. You can learn more about Joan and her work by visiting SideHustleHero.com Key Takeaways: Choosing a Side Hustle: Select a side hustle that matches your personal preferences and work style, whether you prefer...
info_outline
178. Thriving Financially in “A World Designed to Make Us Poor”
CFO at Home
On this episode of CFO at Home, Vince talks with JD Itri, founder of Olympus Money and author of "The Olympus Money Method: How to Gain Financial Freedom in a World Designed to Make You Poor." JD shares his journey from working at Intuit on products like TurboTax and Mint, to developing his own personal finance software, Olympus Money. They discuss the advantages of integrating tax preparation with management of your personal finances, psychological barriers to saving, and ways to streamline your financial management. You can learn more about JD and Olympus Money by visiting OlympusMoney.com...
info_outline
177. Make Better Financial Decisions
CFO at Home
On this episode of CFO at Home, Vince talks with Tim Clifford, author of "Plan Assist: Make Better Financial Decisions," about the importance of having a financial plan, the difference between earning money and accumulating wealth, and the retirement crisis facing many Americans today. They explore the concept of diversification, the role of financial advisors, the significance of both formal and informal financial counsel, and more. You can learn more about Tim and PlanAssist, by going to PlanAssist.com. Key Takeaways: Financial Planning: A simple, clear plan is essential for financial...
info_outlineIt’s that time of year. We’re finally shaking off winter and either looking forward to, planning for, or dreaming of travel. And while a quick get-away to the beach or mountains is always great, what about those bucket-list trips, places we’ve wanted to go, experiences we’ve wanted to have, or interests that we’ve wanted to dive into, but just haven’t gotten around to for some reason? Developing an intentional strategy for bucket list travel is the topic on this episode of CFO at Home with Christina Trotter, travel advisor, writer, and Founder of Destined Globetrotter. You can learn more about Christina and Destined Globetrotter by visiting destinedglobetrotter.com
(07:15) Family Travel
(14:43) Making Intentional travel plans
(17:40) Creating your bucket list
(41:15) Christina’s site destinedlglobetrotter. com
Key Links
-
Instagram - Chrissy Trotter (@destined_globetrotter)
Contact the Host - [email protected]