Libsyn Directory

202. The 8 Decisions That Could Make or Break Your Retirement Part 2

Release Date: 06/09/2025

224. Level Up your Finances Part 1 - Breaking the Cycle

CFO at Home

On this episode of CFO at Home, Vince·s guest is Justin Bennett, a financial coach with a remarkable story of overcoming his own financial challenges, including how he overcame being over $100,000 in debt, to achieve financial freedom. With a focus on awareness and knowledge, Justin outlines the first two levels of his proven system for financial success, emphasizing the importance of tracking expenses and budgeting proactively. Through sharing stories and practical advice, Justin provides inspiration to take control of your finances and make informed decisions. For more insights from Justin,...

223. Love, Money, and Wealth in Relationships Part 2

CFO at Home

On this episode of CFO at Home, I wrap up my conversation with Suzanne Leydecker, lifelong philanthropist and author of "A Woman on Top: My Journey Through Self Discovery Through Love and Money." This time around Suzanne continues to share her personal evolution with money, detailing her experiences from a young marriage to navigating life as a single mother. She discusses the complexities of wealth, self-worth, and the journey toward happiness, emphasizing that financial status does not determine personal value. Through her story, Suzanne illustrates the importance of self-care, philanthropy,...

222. Love, Money, and Wealth in Relationships Part 1

CFO at Home

On the next two episodes of CFO at Home, Vince's guest is Suzanne Leydecker, a lifelong philanthropist and author of "A Woman on Top: My Journey Through Self Discovery Through Love and Money." Suzanne opens up about her experiences of inheriting money, and how it·s shaped her understanding of love and finances. She also reflects on the complexities that arise when women possess greater income and the impact it can have on personal relationships, the connections between love and money, and her personal story of growing up in a family with contrasting views on money and how those experiences...

221. Life, Legacy, and Finances

CFO at Home

On this episode of CFO at Home, Vince and his guest, Kyle Gabhart, author of "Legends Don't Retire and Neither Should You"., discuss creating a meaningful legacy, financial and otherwise. They discuss the importance of living a meaningful life in the present, and how wealth can amplify influence but is not the essence of one's legacy. Kyle also challenges the conventional notion of retirement, advocating instead for a life of engagement and purpose throughout our lives, and shares strategies for integrating passion into our lives while preparing for the future. For more about Kyle and his...

220. Lessons from Generational Wealth Part 2 - The Real Secrets of the Wealthy

CFO at Home

This episode of CFO at Home is Part 2 of Vince·s conversation with Chase Collins, Certified Master Life Coach and author of "Trust Your Trust Fund." This time out Chase and Vince explore the often misunderstood dynamics of wealth and the mindset that surrounds it. They dive into common misconceptions about the wealthy, such as the belief that money solves all of our problems, and discuss the stigmas faced by those who inherit wealth. Chase shares insights on the importance of mindset, emphasizing the difference between operating from a place of scarcity versus abundance. Vince and Chase also...

219. Lessons from Generational Wealth Part 1

CFO at Home

On this episode of CFO at Home, Vince·s guest is Chase Collins, a Certified Master Life Coach and author of "Trust Your Trust Fund." Chase shares his unique perspective on generational wealth, drawing from his own experiences as a fifth-generation inheritor. Vince and Chase discuss the challenges faced by those who inherit wealth, including feelings of entitlement, the importance of building a life of purpose, and the psychological impact of sudden wealth syndrome and how it can affect relationships and personal well-being. For more about Chase and his work, visit TheTrustFundCoach.com. Key...

218. Monetize Your Mindset Part 2: Evaluating Your Side Hustle Choices

CFO at Home

This episode of CFO at Home is Part 2 of Vince·s conversation with Bart Merrill, entrepreneur and author of "Monetize Your Mindset." This time around Bart shares his journey through various ventures, from bungee jumping to dog training to poker, illustrating the importance of evaluating choices and knowing when to pivot. They also discuss the value of creating dual lists of what you enjoy and what comes easy to you as a tool to use in evaluating side hustle choices, and the value of mentorship and how it can guide decision-making. Bart also introduces his resource, "25 for 25," a guide to...

217. Monetize Your Mindset Part 1: Turning Life Experiences into Income

CFO at Home

This episode of CFO at Home is Part 1 of Vince·s discussion with Bart Merrell, an entrepreneur and author of "Monetize Your Mindset." Bart and Vince discuss his journey of creating financial security through the monetization of personal experiences and knowledge, starting with his upbringing on a pig farm, where he learned the value of entrepreneurship from his father, and how that foundation led him to explore various business ventures, including a mobile disco and bungee jumping. Bart emphasizes the importance of recognizing opportunities in everyday life and discusses how he helps others...

216. Managing Your Digital Legacy

CFO at Home

On this episode of CFO at Home, Vince's guest is Pravat Lall, the founder of SmartHeritance, a platform dedicated to preserving digital legacies. Pravat and Vince discuss the concept of digital legacy, the importance of keeping estate planning documents updated, and the need to integrate digital assets into estate planning. Pravat also highlights the challenges of managing digital footprints, cybersecurity measures needed to protect sensitive information, and the emotional significance of digital legacies, including social media. For more information about Pravat and SmartHeritance, visit...

215. Navigating Elder Care Part 2 - Long Term Care Insurance

CFO at Home

This episode of CFO at Home is Part 2 of Vince's conversation with Aaron Miller, an elder law attorney who this time around shares his perspective on long-term care insurance. Aaron discusses the critical importance of planning for potential healthcare costs, particularly as they relate to aging and unexpected illnesses. He recounts personal experiences that highlight the financial strain families face when care is needed, emphasizing how long-term care insurance can serve as a vital tool for asset protection. Aaron also explores the evolving landscape of long-term care products, including...

More Episodes

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 with an advisor to navigate these crucial choices. For more insights, visit christycapital.com.

Key Topics:

Understanding the optimal age to start taking Social Security benefits
Evaluating the trade-offs of postponing benefits for higher payouts
The implications of Social Security on beneficiaries
Exploring long-term care options: self-insurance vs. insurance policies
The importance of working with a financial advisor for retirement planning
Strategies for transitioning to retirement and finding purpose

Key Links:

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

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