257. Rewriting Money Beliefs Part 2 - “Unresourceful” Money Habits
CFO at Home
On this episode of CFO at Home, Vince wraps up his conversation with Heidi Heron, a Neuro-Linguistic Programming practitioner with 25+ years of experience, with a discussion about changing what we coin ·unresourceful· money habits; chronic overspending which is often driven by unconscious needs like control, safety, and power, as well the opposite pattern of being extremely frugal, often rooted in fear and a lack of safety. Heidi suggests practical next steps: get clear on what you want, examine what money and spending mean to you, and defines values for different types of money (today,...
info_outline
256. Rewriting Money Beliefs Part 1
CFO at Home
This episode of CFO at Home is part 1 of Vince·s conversation with Heidi Heron, a Neuro-Linguistic Programming practitioner with 25+ years of experience, about how the ·language of the mind· creates patterns of emotions, beliefs, and behaviors·and how those patterns can be changed through root-cause work. Heidi connects NLP to money issues that commonly come up in her work, like worthiness, lack and limitation, and relationship dynamics around finances. She shares examples of a successful day trader who couldn·t keep money due to an unconscious childhood message, and a woman who shifted a...
info_outline
255. Life Insurance Claims After Loss: Delays, Denials, and How to Prepare
CFO at Home
On this episode of CFO at Home, Vince’s guest is attorney Stephanie Prestridge of Life Claim, who helps families when life insurance benefits are delayed, denied, or disputed after a death. Stephanie shares how seeing her typically strong grandmother get overwhelmed by legal matters after her grandfather’s Parkinson’s diagnosis shaped her shift into estate-related work with an emphasis on a client-centered approach. Vince and Stephanie then discuss the importance of estate and financial planning working together, with direct communication between attorneys and financial advisors. They...
info_outline
254. Investing: Breaking the 1% Fee Habit, Risk, and Staying the Course Part 2
CFO at Home
On this episode of CFO at Home, Vince and Andy Parrillo of Parrillo Investors wrap up their conversation with a discussion of the standard 1% assets-under-management fee that many advisors charge, Andy discusses the challenges of successful ·active trading· versus buying and holding low expense funds that more closely mirror indexes, investing with ·joy,· compounding, inflation·s damage, and the importance of remaining invested through flat periods. For more resources, including Andy·s book Beat the Wealth Management Hustle, visit parrilloinvestors.com.
info_outline
253. Investing: Breaking the 1% Fee Habit, Risk, and Staying the Course
CFO at Home
On this episode of CFO at Home, Vince speaks with Andy Parrillo of Parrillo Investors about the importance of investors understanding the fees that financial advisors charge to manage their money, and the true all-in cost of investing in mutual funds and ETFs. Andy shares a bit on the history of these fees, and advocates for investors to have their advisors provide performance reports showing their returns after fees, against the performance of the appropriate benchmark. Andy also discusses how investment portfolios can have too little risk as well as too much, investing behavioral pitfalls,...
info_outline
252. From “Gambler” to Disciplined Investor
CFO at Home
On this episode of CFO at Home, Vince talks with Financial Accountability Coach and founder of Cimifly Money Cecil Williams, about how he began investing in 2008 as more of a ·gambler,· using options, margin, and day trading, before later shifting (after getting married) to a disciplined, long-term approach that helped his accounts grow significantly. Cecil describes re-learning fundamentals through an investing course, using dollar-cost averaging and auto contributions into a mix of tax-advantaged and regular accounts. He shares lessons on temperament, volatility, and aligning risk with...
info_outline
251. From Fired at 63 to Millionaire by 69
CFO at Home
On this episode of CFO at Home, Vince talks with David Nassief, who went from being fired and nearly broke at 63, to achieving a seven-figure net worth by 69. David explains how decades of procrastination, market timing, and inconsistent 401(k) contributions left him unprepared, then describes how he rebuilt by turning off financial ·noise,· studying extensively, and creating a one-page ·Wealth Compass· with nine trail markers and five North Star principles, to stay focused and avoid shiny-object mistakes. David discusses how he attributes his results to investing a large portion of income...
info_outline
250. Overcoming Fear of Investing: Inflation, Emergency Funds, and ETF Basics
CFO at Home
On this episode of CFO at Home, Vince·s guest is Dr. Danica Cicmil, a PhD in finance and financial educator, who helps beginners overcome fear of investing through basic education on subjects such as compound interest, and understanding inflation risk. Dani discusses starting your investing journey by taking a ·money snapshot,· using personal goals (travel, buying a home, or building a trust fund for children) to motivate investing without extreme deprivation, and how knowing fundamentals helps consumers evaluate financial advisors. Dani also explains the basics of investing through the use...
info_outline
Defending Your Wealth: AI Deepfakes, Modern Scams, and Simple Cybersecurity Steps
CFO at Home
On this episode, Vince talks with private investigator and cybersecurity expert Robert Siciliano, about some of today·s biggest threats to individuals building wealth. They discuss how AI and deepfakes are making voice and video fraud harder to detect, fueling a surge in high-dollar consumer scams, how emotions, loneliness, and default human trust drive victimization, and the importance of situational awareness and self-knowledge of vulnerabilities. They also discuss reframing security as risk management rather than paranoia, and practical defenses such as using password managers with unique...
info_outline
“The Love Doctor” on Money, Communication, and Building Safer Relationships
CFO at Home
On this episode of CFO at Home, Vince·s guest is Anil Gupta (AKA ·The Love Doctor·), an author, speaker, and relationship coach, who says many relationship breakdowns·especially around money·stem from lack of authentic communication and emotional safety. Anil shares the story of his 2008 financial collapse, and how his wife·s supportive response changed everything, leading him to build a speaking and media career. They discuss how financial conflict is often miscommunication, the importance of listening and responding (not reacting), and ensuring your partner has input on financial...
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
-
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
-
196 | Improve Your Money Behavior Part 2: Investing
-
197 | From Middle-Class to Millionaire
-
207 | Breaking Free from Paycheck to Paycheck Living Part 1 – Mindset, Gratitude, and Challenging Conventional Financial Wisdom
-
208 | Breaking Free from Paycheck to Paycheck Living Part 2 – The Five-Step Savings Plan
-
213 | The Investor’s Golden Playbook Part 2 – Mastering the Mindset for First Generation Wealth
-
222 | Love, Money, and Wealth in Relationships Part 1
-
223 | Love, Money, and Wealth in Relationships Part 2
-
225 | Level Up Your Finances Part 2 – Commitment, Momentum, and the Path to Financial Freedom
Episodes on Wealth Building
-
185 | Child-Free Wealth: Rethinking Financial Independence
-
197 | From Middle-Class to Millionaire
-
208 | Breaking Free from Paycheck to Paycheck Living Part 2 – The Five-Step Savings Plan
-
210 | 7 Basic Wealth Strategies
-
211 | 7 Basic Wealth Strategies Part 2 – Navigating Debt and Cash Flow
-
212 | The Investor’s Golden Playbook Part 1 – How a Financial Expert Built Wealth and a Legacy
-
219 | Lessons from Generational Wealth Part 1
-
220 | Lessons from Generational Wealth Part 2 – The Real Secrets of the Wealthy
-
222 | Love, Money, and Wealth in Relationships Part 1
-
225 | Level Up Your Finances Part 2 – Commitment, Momentum, and the Path to Financial Freedom
Episodes on Investing
-
187 | For the Investment Curious
-
192 | Empowering Women: Investing with Confidence and Values
-
193 | Hip Hop and Financial Literacy
-
196 | Improve Your Money Behavior Part 2: Investing
-
200 | Financial Fees Explained: Navigating the Costs of Investment Advice
-
205 | Reviving Investment Clubs: Strategies for Young Investors
-
206 | Creating a Lasting Financial Legacy
-
213 | The Investor’s Golden Playbook Part 2 – Mastering the Mindset for First Generation Wealth
-
226 | Demystifying Money, Becoming Financially Empowered
Top 5 Episodes based on Downloads
-
198 | Reverse Budgeting: Turning Your Finances on Their Head
-
211 | 7 Basic Wealth Strategies Part 2 – Navigating Debt and Cash Flow
-
213 | The Investor’s Golden Playbook Part 2 – Mastering the Mindset for First Gen Wealth
-
199 | Layoff Preparedness: Building Resilience and Financial Security
-
214 | Navigating Elder Care Part 1 – Protecting Your Family’s Wealth