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225. Level Up your Finances Part 2 - Commitment, Momentum, and the Path to Financial Freedom

Release Date: 11/24/2025

244. Principles, Faith, and Personal Finance for the Working Class - Part 2

CFO at Home

On this episode of CFO at Home, Vince wraps up his conversation with Dr. Mark L. Teague, author of A Working Man·s Guide, with a discussion of how even skeptics can apply a rational framework that points toward faith, humility and personal responsibility to solving life·s problems, then tie meaning and purpose to personal finance·treating money as a tool, not an end·using budgets, plans, and discipline rooted in intangibles. Mark also shares resources from A Working Man·s Guide, including the Impact Index and Stress to Success, and his website and social channels. For more, visit...

243. Principles, Faith, and Personal Finance for the Working Class

CFO at Home

On this episode of CFO at Home, Vince·s guest is Dr. Mark Teague, author of A Working Man·s Guide, a value-driven roadmap aimed at helping working-class families thrive in careers, relationships, and finances. Mark shares his background from Texas Panhandle farm life to a doctorate in agricultural economics and a 30-year banking and finance career. From there, the conversation shifts to a discussion of Mark·s ·bedrock principles·, and how a moral foundation and faith relate to financial outcomes, especially through marriage. For more, visit aworkingmansguide.com 02:02 Why Mark Wrote A...

242. Debt Relief and Consumer Rights

CFO at Home

On this episode of CFO at Home, Vince's guest is Efstathios Georgiou of Georgiou Law PLLC, a former bank attorney who now advocates for consumers facing credit card debt, collections, and lawsuits. Efstathios shares why debt should be treated as a solvable challenge, outlines common misconceptions pushed by national debt companies, and breaks down debt consolidation versus debt settlement, including credit score impacts and recovery timelines. Vince and Efstathios also discuss negotiating strategies, debt validation requests, the potential tax consequences of debt forgiveness and the...

241. Creating Wealth Amid the Noise: Long-Term Investing, Discipline, and Empowerment - Part 2

CFO at Home

On this episode of CFO at Home, VInce wraps up his conversation with Mario Sicari, Managing Partner at BGS Capital Management, about his book The Art of Creating Wealth: A Millennial, Gen Z, and Gen X Guide to Navigating Life Struggles. This time around, Vince and Mario discuss parents teaching money lessons, the importance of developing communication and networking skills, ·ignoring the noise· as an investor, and Mario·s book. For more on Mario; his book, and his business, go to bgscapitalmanage.com 00:45 Parents Teaching Money 02:56 Hard Love Lessons 05:18 Networking Creates Luck...

240. Creating Wealth Amid the Noise: Long-Term Investing, Discipline, and Empowerment - Part 1

CFO at Home

On this episode of CFO at Home, Vince·s guest is Mario Sicari, Managing Partner at BGS Capital Management, about his book The Art of Creating Wealth: A Millennial, Gen Z, and Gen X Guide to Navigating Life Struggles. Mario explains his inspiration for writing the book, and why he advocates for long-term investing, dollar-cost averaging into broad funds (e.g., S&P 500), and learning investment basics like 401(k)s, Roth options, and time value of money. For more on Mario; his book, and his business, go to bgscapitalmanage.com 04:33 Why People Fear Investing 08:14 Robinhood and Meme Stock...

239. Developing Your Own Investing Style

CFO at Home

Today on CFO at Home, Vince·s guest is finance professor and former institutional investor Michael Ijeh. Michael and Vince discuss the potential impact of sensational, emotion-driven advice from the media on our investing decisions, and the advantages of leveraging our own beliefs, biases, and style as investors. They also discuss how skills and decision making processes we develop from interests ranging from playing fantasy football and Madden, to poker and engineering, can transfer to investing, and how having our own philosophy as investors helps us stay consistent through inevitable...

238. Rich by Choice, Turning Money Stress into a Designed Life - Part 2

CFO at Home

On this episode of CFO at Home, Vince wraps up his conversation with Dr. Nicholas E. Michels, author of the Amazon best seller Rich by Choice, public speaker, and founder of Michels Family Financial. ere, Nick and Vince dig into some of the money management tactics that Nick details in his book, emphasizing the importance of aligning money tactics with a shared family vision, weekly money meetings, budgeting via the “latte factor,” investing in personal growth, and financial planning that reduces fear of the unknown. For more on Nick and the Rich by Choice movement, including a free gift...

237. “Rich by Choice”: Turning Money Stress into a Designed Life - Part 1

CFO at Home

On this episode of CFO at Home, Vince·s guest is Dr. Nicholas E. Michels, Amazon bestselling author, public speaker, founder of Michels Family Financial, and creator of the ·Rich by Choice· movement. Nick shares how his parents’ divorce at age 10 shifted his family from comfort to financial struggle, inspiring him to learn about money, and helping others become rich in both finances and life. Vince and Nick then shift the discussion to his book Rich by Choice, where they discuss “choice” as daily habits and “rich” as wealth plus relationships, faith, and legacy. They also discuss...

236. Couples and Money Dynamics Part 2 - Balancing Money Goals

CFO at Home

On this episode of CFO at Home, Vince wraps up his conversation with Elizabeth George, a Dallas-based financial strategist whose focus is guiding women through transitions such as divorce, death of a spouse, and marriage. This time around Elizabeth and Vince discuss couples balancing their individual and relationship goals, planning with uncertainty, the myth of ·wealth secrets·, and more. For more on Elizabeth and her work, go to melizabethgeorge.com 00:41 Separate Goals Explained 02:41 Planning With Uncertainty 05:26 Stress Testing Retirement 06:32 Spending Down Mindset 09:49...

235. Couples and Money Dynamics Part 1 - Financial Independence and Values-Based Planning

CFO at Home

On this episode of CFO at Home, Elizabeth George, a Dallas-based financial strategist and former private banker, shares her personal journey of reaching financial independence, and using her freedom to build an advice-only consulting practice focused on guiding women through transitions such as divorce, death of a spouse, and marriage. She and Vince then dive into male-female money differences (risk-taking vs. focus on relationship and purpose), and couples balancing managing their finances together, while leaving themselves the freedom to work towards separate goals. For more on Elizabeth and...

More Episodes

On this episode of CFO at Home, Vince wraps up his conversation with financial coach Justin Bennett. This time, Justin and Vince dive deep into two critical stages of financial growth, focusing on commitment and momentum. Justin emphasizes that true change begins with a firm commitment to financial goals, illustrated through true stories of clients overcoming obstacles. They explore the importance of alignment in couples' financial journeys, the necessity of regular communication to foster shared goals, and how small victories can create a ripple effect, leading to significant financial freedom. For more insights from Justin, check out his work at levelupyourfinances.com

Key Topics:

The Importance of Commitment in Financial Planning
Transformative Stories of Client Success
Aligning Financial Goals in Relationships
The Role of Communication in Overcoming Financial Challenges
Building Momentum Towards Financial Freedom
Strategies for Creating Generational Wealth

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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