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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
info_outlineSo 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
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Money Mindset
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Wealth Building
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Investing
Episodes on Money Mindset
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191 | Navigating Finances with a CFO Mindset
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193 | Hip Hop and Financial Literacy
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195 | Improve Your Money Behavior Part 1: Understanding Procrastination and our Spending Habits
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196 | Improve Your Money Behavior Part 2: Investing
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197 | From Middle-Class to Millionaire
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207 | Breaking Free from Paycheck to Paycheck Living Part 1 – Mindset, Gratitude, and Challenging Conventional Financial Wisdom
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208 | Breaking Free from Paycheck to Paycheck Living Part 2 – The Five-Step Savings Plan
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213 | The Investor’s Golden Playbook Part 2 – Mastering the Mindset for First Generation Wealth
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222 | Love, Money, and Wealth in Relationships Part 1
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223 | Love, Money, and Wealth in Relationships Part 2
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225 | Level Up Your Finances Part 2 – Commitment, Momentum, and the Path to Financial Freedom
Episodes on Wealth Building
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185 | Child-Free Wealth: Rethinking Financial Independence
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197 | From Middle-Class to Millionaire
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208 | Breaking Free from Paycheck to Paycheck Living Part 2 – The Five-Step Savings Plan
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210 | 7 Basic Wealth Strategies
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211 | 7 Basic Wealth Strategies Part 2 – Navigating Debt and Cash Flow
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212 | The Investor’s Golden Playbook Part 1 – How a Financial Expert Built Wealth and a Legacy
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219 | Lessons from Generational Wealth Part 1
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220 | Lessons from Generational Wealth Part 2 – The Real Secrets of the Wealthy
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222 | Love, Money, and Wealth in Relationships Part 1
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225 | Level Up Your Finances Part 2 – Commitment, Momentum, and the Path to Financial Freedom
Episodes on Investing
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187 | For the Investment Curious
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192 | Empowering Women: Investing with Confidence and Values
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193 | Hip Hop and Financial Literacy
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196 | Improve Your Money Behavior Part 2: Investing
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200 | Financial Fees Explained: Navigating the Costs of Investment Advice
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205 | Reviving Investment Clubs: Strategies for Young Investors
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206 | Creating a Lasting Financial Legacy
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213 | The Investor’s Golden Playbook Part 2 – Mastering the Mindset for First Generation Wealth
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226 | Demystifying Money, Becoming Financially Empowered
Top 5 Episodes based on Downloads
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198 | Reverse Budgeting: Turning Your Finances on Their Head
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211 | 7 Basic Wealth Strategies Part 2 – Navigating Debt and Cash Flow
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213 | The Investor’s Golden Playbook Part 2 – Mastering the Mindset for First Gen Wealth
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199 | Layoff Preparedness: Building Resilience and Financial Security
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214 | Navigating Elder Care Part 1 – Protecting Your Family’s Wealth