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 Peak, 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,...
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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...
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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...
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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.
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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_outlineThis 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 belief that money is hard to get after tracing it back to an overheard conversation. Heidi also explains what she means by ·money as energy,· describing how gratitude for both paying and receiving money helped transform her own relationship with it. Learn more at heidiherron.com, including 1:1 work, NLP training, and her book, The Wizard of Cause.
01:39 Neuro-Linguistic Programming Explained
03:25 Mind Chatter and Feelings
05:14 Money Meets Mindset
05:51 Top Money Blocks
08:01 Root Causes and Memory
09:05 Money Pattern Stories
12:35 Beliefs Create Reality
14:15 Common Meanings and Limits
16:58 Money as Energy
17:28 Heidi Money Turnaround
21:30 Digital Money and Vapor
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