188. Financial Literacy for the Next Generation: Lessons from Cradle to Credit
Release Date: 02/05/2025
212. The Investor's Golden Playbook Part 1 - How a Financial Expert Built Wealth and a Legacy
CFO at Home
On this episode of CFO at Home, Vince's guest is Frank Buchholz, a seasoned financial expert with over 40 years of experience, and the author of The Investor’s Golden Playbook, 12 Rules for Achieving Real Wealth. Frank shares his personal financial journey, building an impressive retirement savings of over $8 million, beginning with modest contributions to his 401(k) in the early 1980s. He discusses the importance of maxing out contributions, the critical decisions he made during market downturns, and the lessons learned from navigating the Great Recession. Frank also emphasizes the...
info_outline
211. 7 Basic Wealth Strategies Part 2 - Navigating Debt and Cash Flow
CFO at Home
On this episode of CFO at Home, Vince continues his conversation with Victor Idoko, wealth strategist and author of '7 Basic Wealth Strategies'. Victor and Vince dive into how the 7 Basic Wealth Strategies are applicable specifically to those struggling to manage their finances. Victor shares his observations on the challenges faced by those living paycheck to paycheck, emphasizing the critical role of cash flow management and the dangers of bad debt. He outlines practical steps for tackling debt effectively and discusses the importance of creating a sustainable cash flow plan that allows...
info_outline
210. 7 Basic Wealth Strategies
CFO at Home
In this episode of CFO at Home, Vince’s guest is Victor Idoko, wealth strategist and author of 7 Basic Wealth Strategies. Vince and Victor discuss the importance of a holistic approach to wealth management, and walk through the seven strategies outlined in his book, which serve as a roadmap for anyone looking to enhance their financial well-being, regardless of their current financial status. We also discuss common biases that affect financial decision- making, the significance of tailored cash flow management, and the critical need for a mindset shift when it comes to budgeting. To learn...
info_outline
209. Transforming Adversity into Wisdom - A Financial Coach’s Personal Insights on Managing Money
CFO at Home
On this episode of CFO at Home, Vince·s guest is Paris Cluff, a Certified Financial Educator and Coach. Paris shares his journey from a corporate career, to becoming a financial advisor and educator, all while navigating his own personal financial setbacks during the 2008 economic downturn. He candidly discusses the challenges he encountered, and how those experiences reshaped his approach to personal finance. Paris emphasizes the importance of managing, protecting, and growing wealth, and shares valuable lessons learned, including the necessity of having an emergency fund and tracking...
info_outline
208. Breaking Free from Paycheck to Paycheck Living Part 2 - The Five-Step Savings Plan
CFO at Home
This episode is Part 2 of Vince’s discussion with Paul Craan, author of 'How to Be Financially Free'. This time around Paul shares his personal journey from being a person who spent all of his extra income, to discovering a unique savings strategy that allowed him to build wealth steadily over time. He walks listeners through his Five-Step Savings Plan, emphasizing the importance of discipline in managing money and how this unconventional approach can help break the paycheck-to-paycheck cycle. For more insights and resources, visit paulcraan.com. Key Topics: Introduction to the Five Step...
info_outline
207. Breaking Free from Paycheck to Paycheck Living Part 1 - Mindset, Gratitude, and Challenging Conventional Financial Wisdom
CFO at Home
On this episode of CFO at Home, Vince’s guest is Paul Craan, author of 'How to Be Financially Free.’ Paul and Vince explore the concepts of financial freedom and independence, Paul’s thoughts on how to transition from relying solely on active income to building passive income streams that can cover expenses, and the importance of gratitude and happiness in the financial journey. Paul also shares his thoughts on common financial practices like budgeting and credit card usage, with Paul offering his unique perspective on why traditional budgeting may not be the best approach. For more on...
info_outline
206. Creating a Lasting Financial Legacy
CFO at Home
This episode of CFO at Home is Part 2 of Vince’s conversation with Christopher Wilson, author of 'How to Make Your Nest Egg Last a Lifetime. This time around Chris and Vince discuss building a financial legacy. Chris shares insights from his book, particularly his innovative North Star Nest Egg Legacy Model, designed to help individuals avoid some of the common pitfalls of retirement planning, and the importance of preserving purchasing power in order to thrive, not just survive, in retirement. To learn more about Christopher and his work, visit christopherawilson.com Key Topics: The...
info_outline
205. Reviving Investment Clubs: Strategies for Young Investors
CFO at Home
On this episode of CFO at Home, Vince’s guest is Christopher Wilson, author of 'How to Make Your Nest Egg Last A Lifetime.' Chris and Vince discuss the resurgence of investment clubs, especially for young people looking to build wealth. Chris outlines the basic structure and benefits of investment clubs, emphasizing their educational value. He also covers the evolution of investing from traditional clubs in the 80s and 90s to today's virtual platforms. Chris explains the importance of having a well-defined operating agreement for successful club functioning and highlights the benefits of...
info_outline
204. The New Job Search Playbook: Mastering the Interview, Strategies to Stand Out and Succeed
CFO at Home
On this episode of CFO at Home, Vince continues his conversation with Amy Adler, President of Five Strengths Career Transition Experts, this time focusing on job interviews. Amy and Vince explore the critical steps in preparing for interviews in today’s competitive job market, and the importance of showcasing your experience and aligning personal goals with the organization's mission. Amy shares valuable insights on handling panel interviews, the significance of crafting a compelling elevator pitch, and the art of responding to unexpected questions with poise. To learn more about Amy, go to...
info_outline
203. The New Job Search Playbook: Resumes, LinkedIn, and AI
CFO at Home
This episode of CFO at Home is part 1 of Vince’s conversation with Amy Adler, President of Five Strengths Career Transition Experts, a firm specializing in resume writing for executives and their teams. In this part of their conversation, Amy and Vince discuss the transformative impact of technology, particularly AI and ChatGPT, on the job search process. They delve into how candidates can leverage these tools to enhance their resumes and cover letters while avoiding the pitfalls of over-reliance, and discuss best practices for updating outdated resumes, the significance of LinkedIn...
info_outlineOn 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 value of work, the significance of investing, and more. For more insights from Sharon, check out her website SharonSoliday.com
Key Topics:
-
Sharon's journey to financial education
-
The importance of teaching kids about money early
-
Practical strategies for budgeting with children
-
The role of allowances and chores in financial literacy
-
Encouraging work ethic and responsibility in teens
-
Engaging kids in investing through relatable examples
Key Links:
Contact the Host - [email protected]