266. Blended Family Finances: Money Conversations, Fairness, and a Unified Vision
CFO at Home
On this episode of CFO at Home, Vince talks with best-selling author and CFP professional Brian Peterson about navigating money in a blended family, where one or both partners bring children from previous relationships into a new family. Brian explains how blended families “come together mid-story,” bringing with them their own financial histories, expectations around kids and money, and sometimes the influence of ex-spouses. Drawing from his book Blended Family Finances, they discuss why couples should understand their money beliefs, values, and shared vision before jumping into budgets...
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265. Money, Wisdom and Faith: Five Questions Every CFO at Home Should Ask themselves
CFO at Home
Vince shares his thoughts on a recent episode of the "Pablo Torre Finds Out", podcast, and lessons for CFOs at Home from an alleged financial scam Key Topics: 00:00 What is Life Surge? 02:14 Why This Matters 02:40 Question #1 - Emotions 03:43 Question #2 - Urgency 04:21 Question #3 - Funding 05:36 Question #4 Celebrity 06:24 Question #5 - Faith 07:20 Final Takeaways Key Links: Contact the Host - Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
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264. Building Investment Skills Without the Risk!
CFO at Home
On this episode of CFO at Home, Vince·s guest is Deon Hargrove, founder of Smart Investors, an educational investing platform designed to help people learn, practice, and grow their skills in a risk-free simulation before using real money. Deon shares how starting his investing journey during the 2020 pandemic led to him building a one-stop shop that combines research tools, strategy-based asset recommendations, and virtual portfolios that use real-world market data. He discusses investor mindset shaped by market crashes, the importance of research over ·gambling,· and lessons from the...
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263. The Laws of Wealth: Financial “Big Thinking” for Everyday Families!
CFO at Home
On this episode of CFO at Home, Vince talks with author Danial Jiwani about his book, The 52 Laws of Wealth, which presents 52 laws organized into seven big ideas: think big, work hard, handle pressure, work for yourself, get known, be right, a lot, and connect with people. Danial explains how these principles apply not only to the ultra-wealthy, but also to everyday households focused on mortgages, childcare, retirement, and financial security. They discuss how ·thinking big· is a mindset, how ·work for yourself· can apply even for those who choose to be employees, and how ·get known·...
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262. Healing the Money Wound and Building Financial Wellness Through Mindset
CFO at Home
On this episode of CFO at Home, author, speaker, and transformational coach Kristen Renee Appleby and I explore the connection between financial stress, workplace burnout, and the deeper patterns that shape our relationship with money. Kristen believes that money challenges are not simply about income, budgets, or financial knowledge, but are often rooted in what she calls "money wounds": beliefs, emotional experiences, and survival patterns that develop over time and influence how we earn, spend, save, and feel about money. In her book, Healing the Money Wound: A 12-Day Money Mindset...
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261. From Pay to Wealth: Financial Discipline, Lifestyle Creep, and Trade-Based Wealth Building
CFO at Home
On this episode of CFO at Home, Vince talks with David Kennington, an author with 30+ years experience working as a tradesman, about trades as a viable path to making and building wealth, David explains how credit cards and lifestyle creep can quickly push tradespeople beyond their means, and notes that trades and technical training often include little financial education, making discipline and understanding the psychological side of spending crucial. They also discuss emotional attachments that drive bad financial choices, the role of spouses and clear communication in correcting ·financial...
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260. A “Personality Mirror” to Improve Money Habits
CFO at Home
On this episode of CFO at Home, Vince and platform creator Arky Jones discuss Personality Peek, a fun-first, non-clinical personality quiz built around everyday situations. They discuss the connection between personality and money behavior, with Arky sharing how his own ·free thinker· result highlighted some of his own tendencies that, when unchecked, had negatively affected his business. They also discuss consumer programming, dopamine-driven spending, external validation as a driver of money mistakes, and some of the key elements of the practice of Stoicism that can be applied to our money...
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259. Money, Work, and Meaning: Finding Flow Without Waiting for Retirement
CFO at Home
On this episode of CFO at Home, Vince talks with Tony Tenaglia ·a quality manager in aerospace manufacturing, entrepreneur, yoga teacher, and host of the Work Sucks But I Like It podcast·about redefining work, money, success, and burnout through the lens of worth . Tony shares his career rollercoaster (being fired, dropping out of grad school, chasing money, taking pay cuts for opportunity) and argues there's nothing wrong with a 9-to-5, which can build skills and structure, without the pressures of entrepreneurship. They push back on the social-media narrative of delaying life until...
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258. Financial Clarity for Life’s Unexpected Transitions
CFO at Home
On this episode of CFO at Home, Vince's conversation is with Gordon Haas of Haas Wealth Strategies, about using financial planning to navigate major life transitions and crises like illness, job changes, and retirement decisions. Gordon shares his own experience with advanced-stage cancer in his early 30s, and a cardiac arrest during COVID, explaining how health events can create urgent financial demands around insurance, income disruption, medical bills, and support systems. Gordon emphasizes proactive planning·life insurance, wills, beneficiaries, disability coverage·and encourages open...
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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_outlineOn 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 family responsibilities, emphasizing that ·small money invested consistently beats big money invested emotionally.· Cecil also explains his CASH framework (Clarity, Accountability, Structure, Habits). For more on Cecil and access to his free resources, including the Confident Investor Blueprint, go to cimiflymoney.com
02:02 From Gambling to Investing
04:08 Accounts and Automation
07:00 Painful Lessons Learned
09:18 Risk Tolerance at Home
12:29 CASH Framework for Clarity
15:48 Start With the 401k Match
17:33 Small Money Compounds
20:21 Financial Accountability Coach
22:53 Two Core Investing Tips
27:34 Boring Investing and Fun Money
31:30 Resources and Closing Thanks
Key Links:
Contact the Host - [email protected]
Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500