195. Improve Your Money Behavior Part 1: Understanding Procrastination and our Spending Habits
CFO at Home
On the next two episodes of CFO at Home, Vince’s guest is Jonathan Blau, Founder and Chief Executive Officer of Fusion Family Wealth, a Long Island-based, fee-only, registered investment advisory firm. Jonathan is also an industry thought leader in behavioral finance – helping investors learn to make rational money decisions and identify biases that drive poor money decisions and then helping to modify their “money behavior". In part 1 of their conversation, Vince and Jonathan dive into the psychology behind procrastination, particularly how it affects our ability to plan and make...
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194. The Financial Challenges of Caregiving
CFO at Home
On this episode of CFO at Home, Vince’s guest is Nicole Smith, author of "Diagnosis Dementia: Your Guide to Elder Care Planning and Crisis Management." Nicole shares her personal journey into caregiving, sparked by her mother's Alzheimer's diagnosis, and discusses the emotional and financial challenges faced by caregivers, including the significant costs associated with care, the complexities of Medicare and Medicaid, and the importance of planning ahead. They also discuss the necessity of having candid conversations about mortality and financial preparedness with loved ones. To learn more...
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Quick Take - Stock Market Volatility
CFO at Home
Vince shares throughts on the volatility in the US stock market
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193. Hip Hop and Financial Literacy
CFO at Home
On this episode of CFO at Home, Vince’s guest is Drew Boyer, a Certified Financial Planner and author of "Hip Hop X Finance: Become a Financial Gangster, Get off Debt Row and Stack your Cash Flow." Drew shares his journey of merging his passion for music and personal finance, illustrating how hip hop culture can serve as an engaging lens for financial education. He discusses the importance of understanding personal finance through relatable examples from hip hop moguls, including Hammer and Dr. Dre. Dre emphasizes the significance of patience in investing, the value of surrounding ourselves...
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192. Empowering Women: Investing with Confidence and Values
CFO at Home
On this episode of CFO at Home, Vince’s guest is Janine Firpo, co-founder of the nonprofit Invest for Better and author of the book "Activate Your Money." Janine shares her journey as an investor and her passion for empowering women to take control of their financial futures. She discusses the systemic barriers women face in investing, the significance of values-aligned investing, and the importance of community in fostering financial confidence. Janine also highlights the need for women to understand their financial situations, especially during life transitions like divorce or widowhood....
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191. Navigating Finances with a CFO Mindset
CFO at Home
On this episode of CFO at Home, Vince’s guest is John Cousins, founder of MBA A$AP, an online business education community that provides individuals around the world with access to valuable business skills and knowledge John shares his thoughts on the importance of treating personal finances like a business, discussing key concepts such as income-producing assets, the pitfalls of consumer debt, and the significance of financial literacy. John also dives into the complexities of student loans, the value of education versus its cost, and offers practical advice for young adults navigating...
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190. Personal Injury Insights: Financial Strategies for the Unexpected
CFO at Home
In this episode of CFO at Home, Vince’s guest is litigation and personal injury lawyer Jon Groth. Jon shares advice for those seeking a personal injury lawyer, discusses proactive financial steps to take before an injury occurs, outlines strategies for negotiating medical bills, and discusses the significance of having a knowledgeable insurance agent as part of your financial team. You can learn more about Jon and Groth Law Firm by going to GrothLawFirm.com Key Topics: How to choose the right personal injury lawyer Proactive financial steps to take before an injury Understanding...
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189. Navigating Finances in Relationships
CFO at Home
On this episode of CFO at Home, Vince’s guest is Angelo Santiago, a men's marriage and relationship coach. Angelo shares practical tips on fostering open communication about money, recognizing the impact of upbringing on financial perspectives, and the necessity of shared financial goals. Angelo also shares the evolution of his relationship with his wife and the pivotal conversations that ultimately strengthened their financial partnership. To learn more about Angelo and his work, visit angelosantiago.com, and check out the Better Husband Podcast Key Topics: The role of financial...
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188. Financial Literacy for the Next Generation: Lessons from Cradle to Credit
CFO at Home
On this episode of CFO at Home, Vince’s guest is Sharon Soliday, a passionate advocate for financial education, particularly for young people. Sharon shares her own journey growing up with limited financial resources and how it shaped her desire to help others learn valuable money lessons. Sharon’s book "Cradle to Credit," emphasizes the importance of teaching kids financial concepts from an early age, and provides practical strategies for parents to engage their kids in age-appropriate discussions about money that resonate with them. Sharon and Vince discuss budgeting, allowances, the...
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187. For the Investment Curious
CFO at Home
On this episode of CFO at Home, Vince’s guest is Kurt Altrichter, the founder of Ivory Hill, a fee-only fiduciary financial advisory firm. Kurt and Vince discuss the importance of managing cash flow, understanding risk tolerance, and the often-overlooked "do nothing risk" of not investing. Kurt also provides insights into the challenges faced by individuals who are hesitant to invest and the value of having a financial advisor to navigate market volatility. You can learn more about Kurt and Ivory Hill by going to IvoryHill.com. Key Topics: Challenges Faced by Non-Investors ...
info_outlineOur 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 PericlesRellas.com
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Financial Thermostat: Our financial thermostat is an internal setting that influences how much money we can earn and keep. It regulates our thoughts, feelings, and emotions about money.
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Understanding Money: Recognizing money as a currency that flows in a circle is crucial. Blocks in the flow of money, whether incoming or outgoing, can impede financial growth.
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Flow Focus: Identifying where your money is going and redirecting it towards intentional goals can empower financial decisions and create a sense of control.
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Prosperity Structure: Instead of a traditional budget, create a prosperity structure that includes all expenses and savings, fostering a mindset of growth rather than limitation.
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Mentoring: Finding a mentor or coach who resonates with you can provide guidance and accountability, helping to shift paradigms and reach financial goals.
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