200. Financial Fees Explained: Navigating the Costs of Investment Advice
Release Date: 05/26/2025
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...
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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their resumes and cover letters while avoiding the pitfalls of over-reliance, and discuss best practices for updating outdated resumes, the significance of LinkedIn...
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Quick Take - The 7 Money Personalities: A Guide for Couples
CFO at Home
In this episode of CFO at Home, Vince delves into the fascinating world of behavioral finance, particularly focusing on the concept of The 7 Money Personalities as introduced by Ken Honda in his book "Happy Money." Vince explains how understanding our own and our partner's money personalities can significantly improve financial decision-making and communication within relationships. He breaks down the seven distinct personalities: the Money Maker, the Worrier, the Compulsive Spender, the Compulsive Saver, the Indifferent to Money, the Generous Giver, and the Financial Avoider. Listeners will...
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202. The 8 Decisions That Could Make or Break Your Retirement Part 2
CFO at Home
On this episode of CFO at Home, Vince continues his discussion with Mel Stubbs, author of "Your FERS Federal Retirement: The 10 Decisions that Will Make or Break Your Retirement." Their focus shifts to the critical Social Security decision, exploring how to maximize benefits while considering the implications for beneficiaries. Mel breaks down the complexities of when to take Social Security, the impact of life expectancy, and the importance of strategic planning. They also discuss long-term care decisions, evaluating self-insurance versus insurance policies, and the significance of working...
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201. The 8 Decisions That Could Make or Break Your Retirement Part 1
CFO at Home
On the next 2 episodes of CFO at Home, Vince’s guest is Mel Stubbs, author of "Your FERS Federal Retirement: The 10 Decisions that Will Make or Break Your Retirement," to discuss key decisions that can shape our retirements. In this episode, Mel and Vince focus on 4 of the 8 decisions that many of us will face, regardless of whether we’re federal employees or not; when to retire, what to do with company offered life insurance, what to do with our retirement accounts, and the tax planning decision. To learn more about Mel and his book, go to christycapital.com Key Topics: Determining the...
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200. Financial Fees Explained: Navigating the Costs of Investment Advice
CFO at Home
This episode of CFO at Home is Part 2 of Vince’s conversation with Certified Financial Planner Filip Telibassa. This time, Filip and Vince tackle the topic of investment fees; the significant impact that fees can have on long-term investment returns, and the importance of understanding the different fee structures associated with financial advice. They also discuss the trend of lower-cost investment options like ETFs and index funds. For more from Filip, visit his website BenzinaWealth.com Key Topics: Understanding the impact of investment fees on long-term returns The difference between...
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199. Layoff Preparedness: Building Resilience and Financial Security
CFO at Home
On this episode of CFO at Home, Vince sits down with Pav Lertjitbanjong, a career and financial resilience expert, and self-made millionaire, to discuss the critical topic of preparing for layoffs and career setbacks. Pav shares her personal journey of overcoming significant financial challenges, including a life-changing divorce that led her to discover the importance of financial literacy and resilience. They discuss practical strategies for financial preparedness, including the creation of an "FU Fund" to cushion against unexpected job loss, the importance of diversifying income streams,...
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198. Reverse Budgeting: Turning Your Finances on Their Head
CFO at Home
This episode of CFO at Home is Part 1 of Vince’s conversation with Certified Financial Planner Filip Telibassa. In this part of our conversation Filip and Vince explore the concept of reverse budgeting. Filip explains how reverse budgeting flips traditional budgeting on its head by prioritizing savings and financial goals before addressing fixed expenses. He also shares insights on how this method can alleviate the feelings of deprivation often associated with budgeting, making it easier for clients to plan for their goals. Filip and Vince also discuss the importance of aligning financial...
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197. From Middle-Class to Millionaire
CFO at Home
On this episode of CFO at Home, Vince’s guest is Derrick Kinney, a successful entrepreneur who achieved millionaire status by age 37. Derrick shares his inspiring journey of going from a lower middle class background to financial success, emphasizing the importance of mindset and how it can shape one's financial destiny. Derrick and Vince discuss the significance of problem-solving in any career, the crucial steps to managing money effectively, and Derrick’s five-step framework, the Millionaire Money Map, designed to help individuals escape the middle class and achieve true financial...
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196. Improve Your Money Behavior Part 2: Investing
CFO at Home
This episode of CFO at Home is Part 2 of VInce’s conversation with Jonathan Blau, Founder and Chief Executive Officer of Fusion Family Wealth, a Long Island-based, fee-only, registered investment advisory firm. Jonathan and Vince discuss the misconceptions surrounding risk and volatility, how our fears can lead us to make poor financial decisions, the importance of understanding purchasing power and the long-term nature of investing and dive into three common behavioral mistakes that investors often make. To l earn more about Jonathan, go to fusionfamilywealth.com, or check out his podcast,...
info_outlineThis episode of CFO at Home is Part 2 of Vince’s conversation with Certified Financial Planner Filip Telibassa. This time, Filip and Vince tackle the topic of investment fees; the significant impact that fees can have on long-term investment returns, and the importance of understanding the different fee structures associated with financial advice. They also discuss the trend of lower-cost investment options like ETFs and index funds. For more from Filip, visit his website BenzinaWealth.com
Key Topics:
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Understanding the impact of investment fees on long-term returns
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The difference between fee-only and fee-based financial advisors
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The advantages of a flat fee structure over asset under management fees
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The importance of unbiased fund selection for clients
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Trends in investment options: ETFs and index funds
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How to evaluate financial advisors and their fee structures
Key Links:
Contact the Host - [email protected]
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