Libsyn Directory

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

Release Date: 11/24/2025

234. New Money, New Problems, Advice for First-Generation High Earners

CFO at Home

On this episode of CFO at Home, Vince's is Brenton Harrison, founder of the advisory firm New Money, New Problems. Brenton shares his own experience growing up with an ER-physician father and nurse mother who were high-earners but struggled to manage money. He also discusses three common paths for new high earners trying to build wealth, the importance of aligning plans to stated goals, and couples focusing on process and communication to help avoid money arguments. Their conversation also covers budgeting as a tool for cash-flow awareness, and “optimizing” debt before investing. For more...

233. Think Like a CFO, A Smarter Way to Plan and Pay for College

CFO at Home

On this episode of CFO at Home, Vince and Paul Compeau from Bridgewise Financial Partners discuss applying a ·think like a CFO· mindset to college planning. Paul shares some of his own personal missteps throughout his college planning process, and describes how to take a CFO-style approach to the process; mapping expected costs year-by-year, identifying funding sources, lowering the bill through school selection and financial-aid strategy, and preparing for what can go wrong. They also talk about the importance of choosing the right school, private college discount rates, and what high...

232. A Blueprint for Financial Success and Generational Wealth Part 2 - Managing your Money like a Business

CFO at Home

On this episode of CFO at Home, Vince wraps up his conversation with Albert Butler, CPA, MBA, and author of 'Life:, Truth, Love, Loss, Success, and Failure·. This time around Albert and Vince dive into practical budgeting tips, the value of using Net Worth as a primary measurement of financial success, student loans and education costs and more. Life:, Truth, Love, Loss, Success, and Failure is available now on Amazon. Key Topics: 00:40 Diving into Practical Budgeting Tips 01:52 Understanding Net Income and Financial Goals 03;38 The Power of Personal Financial Statements 05:32 The Importance...

231. A Blueprint for Financial Success and Generational Wealth Part 1 - Family, Purpose, and Transparency

CFO at Home

On this episode of CFO at Home, Vince's guest is Albert Butler, CPA, MBA, and author of 'Life:, Truth, Love, Loss, Success, and Failure·. Albert and Vince discuss his inspiration and journey writing the book, and explore the impact of values, purpose, and transparency on shaping family financial decisions. Life:, Truth, Love, Loss, Success, and Failure is available now on Amazon. 01:55 The Inspiration Behind the Book 02:48 The Journey of Writing the Book 05:05 The Importance of Accounting in Personal Finance 09:21 The 50-Year Mortgage Debate 17:53 Purpose and Money Management 22:43 Family...

230. Understanding our Financial Tendencies

CFO at Home

On this episode of CFO at Home, Vince·s guest is Scott MacKenzie, author of The Lobster League, A Fable About Personal Finance. Scott and Vince dive into the concept of the book, which is designed as a fable to teach personal financial lessons through relatable stories, inspired by Scott·s extensive experience in the area of behavioral finance. They discuss how the human tendencies of herding and overconfidence can impact our investing. Scott also emphasizes the importance of having a clear set of personal priorities and goals, specifically by creating a bucket list to guide financial...

229. Gen Z - Budgeting, Debt, and Investing

CFO at Home

On this episode of CFO at Home, Vince continues his conversation with financial experts Steve Short and Mark Schlipman, authors of ·The Simple Road Toward Financial Freedom·, a #1 Amazon bestseller with a foreword by Will Ferrell. This time around Steve, Mark and Vince tackle pressing financial topics relevant to Gen Z. They dive into the subject of budgeting, including the concept of "bucketing" instead of traditional budgeting, debt management, where Steve and Mark share strategies for addressing student loans and consumer debt effectively, and finally investing, discussing the allure of...

228. How Gen Z can achieve Financial Freedom Part 1 - Advice for Parents

CFO at Home

On this episode of CFO at Home, Vince·s guests are Steve Short and Mark Schlipman, authors of ·The Simple Road Toward Financial Freedom·, a #1 Amazon bestseller with a foreword by Will Ferrell. Steve and Mark recount how their own experiences as fathers prompted them to address the financial knowledge gap facing young adults today. They explore the importance of teaching personal finance to the younger generation and the challenges of delivering this message in a relatable way. We also discuss practical strategies, such as the 50-20-30 budgeting method, and the importance of visualizing...

227. Money Management for Military Members

CFO at Home

On this episode of CFO at Home, Vince’s guest is Brian Pultro, a Navy veteran turned financial advisor. Brian shares his journey from joining the military after the 9/11 attacks to transitioning into a financial advising career. Vince and Brian discuss the benefits and challenges veterans face in financial planning, the importance of understanding military benefits, and best practices for wealth building through behavioral finance. Brian also provides valuable resources and insights for military personnel to better manage their finances and make informed investment decisions.To learn more...

Quick Take - So long 2025, here's to 2026!

CFO at Home

So as I've done for the last couple of years, I'm taking a break from publishing new episodes for the month of December. New episodes will resume on Monday, January 5th. In the meantime, check out the info below on top episodes from 2025 to catch up on. Also, listen to hear plans for the podcast in 2026! 2025 Highlights: Top Episodes Topics Money Mindset Wealth Building Investing Episodes on Money Mindset 191 | Navigating Finances with a CFO Mindset 193 | Hip Hop and Financial Literacy 195 | Improve Your Money Behavior Part 1: Understanding Procrastination and our Spending Habits...

226. Demystifying Money, Becoming Financially Empowered

CFO at Home

On this episode of CFO at Home, Matt Marizio, lawyer, father, and entrepreneur, shares his incredible journey from playing professional baseball to becoming a founder of a registered investment advisory firm, Reconstructing Wealth. Matt discusses how his childhood experiences with money shaped his perspective and how he overcame financial adversities along the way. He also dives into the importance of understanding the 'rules of the game' when it comes to personal finance, the limitations of relying solely on financial advisors, and strategies for achieving financial freedom by emotionally...

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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