CFO at Home
Are your family finances not where you want them to be? That's because you don't have a CFO at home! Certified Personal Financial Wellness Consultant Vince Carter and his amazing guests discuss Personal Finance fundamentals and ways to better navigate the relational aspects of money to help listeners become the CFO at THEIR home! Want to be a guest on CFO at Home? Send Vince Carter a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500
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266. Blended Family Finances: Money Conversations, Fairness, and a Unified Vision
10/19/2026
266. Blended Family Finances: Money Conversations, Fairness, and a Unified Vision
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 and financial plans, and one of the toughest questions blended families face: how to define fairness when fairness doesn’t always mean equality. For more on Brian and his book, Blended Family Finances: How to Talk About Money, Plan for the Future, and Build a Life You Love, go to blendedfamilyfinancial.com Key Takeaways: 01:00 Mid-Story Families 03:13 First Marriage Money Lessons 04:59 2008 Turning Point and New Career 08:07 Planning Built for Life Origins 11:39 Money Stories and Awareness 17:00 From Understanding to Intentionality 21:17 Unified Vision Before Budgeting 28:46 Blended Family Fairness Dilemmas 32:39 Resetting Finances Midstream 36:46 Book and 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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265. Money, Wisdom and Faith: Five Questions Every CFO at Home Should Ask themselves
10/05/2026
265. Money, Wisdom and Faith: Five Questions Every CFO at Home Should Ask themselves
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!
09/21/2026
264. Building Investment Skills Without the Risk!
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 dot-com bubble and today·s AI boom. For more info on the Smart Investors App, visit smartinvestorsapp.com Key Topics: 01:00 Meet Deon, Learn About his Mission 01:25 Origin Story Pandemic Investing 03:18 Early Wins and Doubts 05:09 Vince’s early investing disaster (PalmPilot!) 08:14 Millennial Investor Mindset 11:51 Dot Com Bubble and AI Parallels 17:36 Research Beats Gambling 19:28 Amazon From Books to Empire 21:17 How Smart Investors Works 23:22 Three Part Learning System 25:46 Fail Safely Before Brokerages 28:04 Financial Literacy Crisis Stats 31:07 401k and Fund Simulations 33:14 Smart Investor Tracks Case Studies 35:07 Getting Started and Pricing 37:20 Wrap Up and Links Key Links: / https://www.linkedin.com/in/deon-hargrove/ Contact the Host - Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
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263. The Laws of Wealth: Financial “Big Thinking” for Everyday Families!
09/14/2026
263. The Laws of Wealth: Financial “Big Thinking” for Everyday Families!
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· and networking can be human and empathetic rather than transactional. Danial also shares other resources including his Weekly Wealth newsletter and his website, DanialJiwani.com. Key Topics: 01:51 Do Wealth Laws Scale? 04:38 Thinking Big for All 07:32 Mindset Not Materialism 14:47 Work for Yourself Idea 17:21 Control Costs Wisely 21:22 Get Known Authentically 25:00 Finding Common Ground 29:26 Make Better Decisions 34:19 Resources and Wrap Up 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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262. Healing the Money Wound and Building Financial Wellness Through Mindset
09/07/2026
262. Healing the Money Wound and Building Financial Wellness Through Mindset
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 Bootcamp, Kristen guides readers through a process of identifying financial stress patterns, understanding how early conditioning shapes money beliefs, and rebuilding those beliefs by using small, sustainable shifts that can create meaningful transformation over time. To learn more about Healing the Money Wound, as well as Kristen’s other books and resources, go to kristenreneehealing.com Key Topics: 01:33 Health Crisis Awakening 02:53 Selling the House 08:21 Money Avoidance Patterns 13:08 Financial Independence Choice 15:09 Ninety Day Money Storm 18:02 Twelve Day Boot Camp 23:09 Micro Shifts and Wins 25:29 Mindset Transformation 29:25 Resources and Programs 32:27 Starting Step One 34:05 Closing Thanks 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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261. From Pay to Wealth: Financial Discipline, Lifestyle Creep, and Trade-Based Wealth Building
08/31/2026
261. From Pay to Wealth: Financial Discipline, Lifestyle Creep, and Trade-Based Wealth Building
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 misbehavior,· and how overtime or higher-paying jobs can help pay down debt only if intentionally paired with a plan. Learn more about David and his book, Tradies Earn While You Sleep, at tradiesearn.com 02:05 Trades and Money Burnout 02:38 Credit Cards and Discipline 04:26 Lessons From Mentors 10:17 Knowledge vs Psychology 11:53 Emotional Spending Stories 15:03 Couples and Money Talks 19:18 Overtime and Lifestyle Creep 21:51 Boosting Income and Investing 28:05 From Pay to Wealth Podcast 32:20 Websites, Book and Resources 34:54 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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260. A “Personality Mirror” to Improve Money Habits
08/24/2026
260. A “Personality Mirror” to Improve Money Habits
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 habits, controlling what you can, accepting what you can·t, and acting to change what·s influenceable. Check out the free quiz at personalitypeek.com. Key Topics: 01:25 Meet the Creator 02:23 Why Personality Peak 03:39 How the Quiz Works 08:11 Personality and Money 13:35 Spending Culture and Dopamine 15:49 A Costly Car Lesson 18:35 Mirror Traits and Validation 22:35 Stoicism Explained 26:47 Peak Method and Workbooks 20:24 Applying Results to Finances 32:59 Wrap Up and Next Steps 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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259. Money, Work, and Meaning: Finding Flow Without Waiting for Retirement
08/17/2026
259. Money, Work, and Meaning: Finding Flow Without Waiting for Retirement
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 retirement, emphasize identity beyond job titles, and discuss mindset, appreciation, and practical tools that support resilience. For more, check out WorkSucksButILikeIt.com, where you can find Tony's podcast, and other resources including his free flow-channel quiz, and book, The Impression of a Good Life. Key Topics: 02:35 Tony’s Value Journey 04:33 Aerospace and Many Hats 05:07 Cashflow Quadrant Explained 06:53 Why a 9 to 5 Works 09:45 Retirement Myth and Real Life 18:43 Identity Beyond Your Job 19:32 Work Defined Like Physics 23:27 Appreciation and Human Culture 26:03 Mindset Meets Money Skills 35:27 Flow State Framework 39:06 Podcast Quiz and Books 42:09 Consistency and Closing 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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258. Financial Clarity for Life’s Unexpected Transitions
08/10/2026
258. Financial Clarity for Life’s Unexpected Transitions
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 family conversations, including intergenerational planning and ·generational wealth· as both assets and wisdom. For more, visit haaswealthstrategies.com and check out Gordon·s podcast, Gen Relational Wealth 01:46 Health Crises Change Planning 04:10 From Engineering to Finance 09:37 Planning Under Pressure 13:14 Insurance Lessons Learned 17:55 Caring for Aging Parents 22:12 Starting Hard Money Talks 27:34 Proactive Checkups and Taxes 31:49 Generational Wealth Beyond Money 36:29 Resources and Closing 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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257. Rewriting Money Beliefs Part 2 - “Unresourceful” Money Habits
08/03/2026
257. Rewriting Money Beliefs Part 2 - “Unresourceful” Money Habits
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, future, business, fun) Learn more at heidiherron.com, including 1:1 work, NLP training, and her book, The Wizard of Cause. 01:00 Money as Energy Setup 01:32 Retail Therapy Overspending 05:41 Rewiring the Dopamine Loop 07:51 Breaking the Spending Circuit 09:14 The Miser Money Fear 11:23 A Father’s Money Shift 16:03 Mindset Steps to Change 19:35 Money Buckets and Values 23:10 Resources and Wrap Up 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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256. Rewriting Money Beliefs Part 1
07/27/2026
256. Rewriting Money Beliefs Part 1
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 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 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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255. Life Insurance Claims After Loss: Delays, Denials, and How to Prepare
07/20/2026
255. Life Insurance Claims After Loss: Delays, Denials, and How to Prepare
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 also discuss what happens when someone dies without clear documentation, and some of the reasons life insurance claims get held up. Their conversation wraps up with Stephanie discussing the importance of reviewing policies with a financial advisor and, most importantly, telling someone the policy exists. For more on Stephanie and Life Claim, go to lifeclaim.com, call 888-615-3270, or email Key Topics: 1:00 Welcome and Focus 01:42 Grandparents Spark a Calling 03:29 Learning Estate Planning Up Close 05:53 Lawyer and Advisor Teamwork 09:13 Should Your Pros Connect 11:09 No Plan After Death 14:13 Personal Life Insurance Stories 16:12 Why Claims Get Denied 18:02 Contestability Period Explained 22:43 Other Common Claim Pitfalls 26:36 What to Do When Denied 30:05 Proactive Policy Checkups 34:07 LifeClaim Services and Contact 35:58 Closing Thanks and Wrap 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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254. Investing: Breaking the 1% Fee Habit, Risk, and Staying the Course Part 2
07/13/2026
254. Investing: Breaking the 1% Fee Habit, Risk, and Staying the Course Part 2
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
07/06/2026
253. Investing: Breaking the 1% Fee Habit, Risk, and Staying the Course
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, market timing, fear-driven decisions, and staying the course through downturns. For more resources, including Andy·s book Beat the Wealth Management Hustle, visit parrilloinvestors.com Key Topics: 01:10 Why Fees Matter 02:57 Legacy Fee Model 04:58 Index vs Advisor Value 05:44 Fee Calculator Demo 10:35 Compounding Fee Drag 13:16 Basics of Staying Invested 15:03 Measuring Risk Tolerance 17:44 Behavioral Finance and Fear 19:22 Bear Markets and Staying Course 23:11 Advisor Value and Advantage 24:23 Diversification and Global Shift 27:12 DIY Strategy and Buffett 28:52 Market Timing Myth 30:02 Closing Thoughts on Knowledge 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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252. From “Gambler” to Disciplined Investor
06/29/2026
252. From “Gambler” to Disciplined Investor
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 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 - Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
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251. From Fired at 63 to Millionaire by 69
06/22/2026
251. From Fired at 63 to Millionaire by 69
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 monthly, using low-cost index funds, and taking advantage of market volatility to buy more when markets fell. They also discuss the destructive impact of fees, skepticism of market forecasts, the challenge of getting back in the market after timing exits, and David·s key tips: get out of debt, follow the money, and prioritize self-education. Check out David·s free PDF compass and book for details at onepagewealthcompass.com. Key Topics: 01:30 From Fired to Millionaire 02:22 Decades of Money Mistakes 03:24 No Plan No Future 06:06 Building the Wealth Compass 08:35 Two Funds and Volatility 14:33 Why Market Timing Fails 15:47 Job Loss and Commission Pivot 16:28 Nine Markers and Principles 20:49 Fees Advisors and Termites 25:43 Two Tips Debt and Skepticism 28:49 Education and Staying Disciplined 31:24 Book, Compass, and Final Encouragement 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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250. Overcoming Fear of Investing: Inflation, Emergency Funds, and ETF Basics
06/15/2026
250. Overcoming Fear of Investing: Inflation, Emergency Funds, and ETF Basics
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 of Exchange Traded Funds (ETFs), and discusses her financial coaching which focuses on beginners·especially women. Check out Dani work on YouTube and Instagram, links are in the show notes. Key Topics: 01:06 Compound Interest and Inflation 02:37 Money Snapshot and 20% Rule 03:47 Emergency Fund Then Invest 05:21 Why Investing Matters 07:03 Too Late to Start? 10:27 Start Small and Automate 12:26 Balanced Money Mindset 14:51 50 30 20 Revisited 17:35 Job Security and Divorce 19:19 How Much to Know 24:39 ETFs Explained Simply 29:09 Bonds Costs and Inflation 30:31 Where to Follow Dani Key Links: https://www.danicacicmil.com https://www.youtube.com/@dr.danicacicmil https://www.instagram.com/dr.danicacicmil/ https://www.linkedin.com/in/danica-cicmil-b672882a6/ https://www.tiktok.com/@dr.danica.cicmil 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
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Defending Your Wealth: AI Deepfakes, Modern Scams, and Simple Cybersecurity Steps
06/08/2026
Defending Your Wealth: AI Deepfakes, Modern Scams, and Simple Cybersecurity Steps
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 passwords, enabling two-factor authentication, credit freezes, and VPNs on public Wi-Fi. Learn more at protectnowllc.com, and check out Robert's podcast The Security Guy & CIA Spy Podcast, and his book Identity Theft Privacy: Security Protection and Fraud Prevention. Key Topics: 01:58 AI Deepfakes Threat 03:43 Six Figure Scam Wave 04:53 Spotting the Tells 06:10 Why We Trust 09:17 Situational Awareness 10:46 Security vs Paranoia 14:56 Money Mule Job Scam 17:49 Romance Crypto Traps 19:16 Boomer Wealth Target 20:52 Data Breaches at Scale 22:02 Loneliness Exploited 22:51 Romance Scam Reality 23:17 Why Smart People Fall 24:47 Loneliness Fuels Denial 27:06 Security Like Health 29:29 Passwords Made Simple 30:59 Core Digital Defenses 33:26 Freeze Your Credit 35:04 Layered Protection Tools 36:23 VPNs and Device Updates 38:03 Resources and Wrap Up 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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“The Love Doctor” on Money, Communication, and Building Safer Relationships
06/01/2026
“The Love Doctor” on Money, Communication, and Building Safer Relationships
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 decisions, while also making them feel loved and respected. Anil then shares info on his books, virtual coaching, and resources at meetanil.com, to help develop and polish these skills 01:05 Meet the Love Doctor 02:29 Relationship Expert Mission 04:10 Money Fights and Safety 05:54 Rock Bottom to Breakthrough 09:28 Budget Talks Without Blame 13:55 Support Over Compromise 20:11 Money Stories and Paris 25:50 Build the Communication Muscle 31:22 Books Coaching and Programs 36:35 Final Kindness Challenge 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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247. Relationship Skills, Communication, and Money Conversations - Part 2
05/25/2026
247. Relationship Skills, Communication, and Money Conversations - Part 2
On this episode of CFO at Home, Vince wraps up his conversation with relationship coach Brett Jones. This time around, they talk about money discussions and trust, anxiety and defensive spirals, resentment and repairing connection, and Brett’s book and resources. For more on Brett book Samurai Love, resources, and upcoming events, go to the relationshipcode.org, 00:56 Security Scanning vs Fixing 01:50 Why Conversations Differ 03:16 Anxiety and Defensive Spirals 04:52 Presence Over Fixing 10:38 Money Decisions and Trust 16:12 Resentment and Repairing Connection 20:21 Samurai Love Resources 24:35 Final Takeaways and Links 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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246. Relationship Skills, Communication, and Money Conversations
05/18/2026
246. Relationship Skills, Communication, and Money Conversations
On this episode of CFO at Home, Vince’s guest is relationship coach Brett Jones. Brett and Vince discuss relationship skills. and how communication breakdowns—especially around money—can drive conflict and even divorce. Brett shares the story of how his first marriage collapsed, which led him into 30 years of relationship coaching. We also discuss why “love is not enough,” how men and women often communicate differently, and how money conversations can trigger safety and security concerns, leading men to shut down when they hear criticism. For more on Brett, his book Samurai Love, resources, and upcoming events, go to the relationshipcode.org Key Topics: 01:42 Why Relationships Need Skills 02:55 Brett’s Story and Divorce Stats 07:47 Money Fights and Divorce Patterns 11:36 Why Men Check Out 14:24 Safety and Money Conversations 18:19 Budget Talk Mistakes Men Make 22:44 Letting your Partner Influence Decisions 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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245. Money Fights, Money Stories, and Better Couple Communication
05/11/2026
245. Money Fights, Money Stories, and Better Couple Communication
On this episode of CFO at Home, Vince talks with Raffi Bilek, a marriage counselor and author of The Couples Communication Handbook:The Skills You Never Learned for the Marriage You Always Wanted. Vince and Ravi discuss why money is a top source of marital conflict and why financial disagreements are often a symptom of deeper issues like anxiety, resentment, or control. Raffi explains his process for helping couples move through conflict by slowing down, taking turns, identifying underlying feelings, practicing empathy, and exploring each partner·s ·money story,· so they can stay connected even without full agreement. Vince and Ravi also discuss how solutions should address both partners· needs (e.g., security vs. autonomy), and why separate finances can sometimes signal a lack of trust. For more on Raffi and The Couples Communication Handbook, go to thecommunicationbook.com 01:05 Money Fights 02:11 Finances and Marital Disagreements 05:04 Money Is A Symptom 08:23 Getting Past Defensiveness 10:26 Money Stories Matter 12:49 From Empathy To Plan 15:46 Control And Trauma 19:15 Teaching The Skill 22:48 Joint Vs Separate Accounts 26:58 Parting Advice And Book 29:24 Where To Find Raffi 30:13 Final Thanks 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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244. Principles, Faith, and Personal Finance for the Working Class - Part 2
05/05/2026
244. Principles, Faith, and Personal Finance for the Working Class - Part 2
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 aworkingmansguide.com. 00:50 Framework for Nonbelievers 01:30 Faith as Rational Response 02:16 Creation Points to Design 04:20 The Moral Witness Within 05:15 Accident vs Meaningful Universe 06:13 Mimic Values Without Belief 09:55 Humility and Responsibility 13:33 Purpose Anchors Finances 16:40 Money as a Tool Not Goal 19:56 Book Guides and Stress Skills 23:08 Social Links and Keynes Rant 24:47 Closing Thanks and Wrap Up 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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243. Principles, Faith, and Personal Finance for the Working Class
04/28/2026
243. Principles, Faith, and Personal Finance for the Working Class
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 Working Man’s Guide 02:29 Farm Roots to Corporate 04:36 Cutting Through Noise 06:38 Endorsement and Preamble 09:22 Bedrock Principles Begin 09:48 Life Is Problems 11:28 Responsibility and Money 13:33 Working Class Defined 15:32 Wealth and Property Rights 19:06 Keynes and Socialism 22:07 Your Foundation North Star 24:31 Morals Marriage and Wealth 27:26 Faith Stats and Cohorts 29:41 Values Over Divorce 30:29 Marriage Money Math 31:41 Divorce And Bankruptcy 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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242. Debt Relief and Consumer Rights
04/20/2026
242. Debt Relief and Consumer Rights
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 importance of financial literacy ·aftercare,· once you·re out of debt. For more on Efstathios visit georgioulawpllc.com, or check out his podcast, Georgiou Law, PLLC Podcast 01:16 From Bank Lawyer to Advocate 03:07 Debt Is Not Shame 04:45 How Much Debt Is Typical 06:31 Bad Advice and Misconceptions 09:25 Consolidation vs Settlement 11:20 When Credit Score Matters 15:10 Debt Buyers and Validation 17:47 DIY Negotiation or Lawyer Up 20:33 Served With a Lawsuit 24:04 Different Debts Different Rules 27:52 Aftercare and Literacy 31:19 Harassment and Predatory Lending 33:51 Avoid High Interest Lenders 36:56 Buy Now Pay Later Risks 39:18 Guest Podcast and Wrap Up 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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241. Creating Wealth Amid the Noise: Long-Term Investing, Discipline, and Empowerment - Part 2
04/13/2026
241. Creating Wealth Amid the Noise: Long-Term Investing, Discipline, and Empowerment - Part 2
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 09:07 Communication Skills Reset 13:04 Wealth Transfer Wakeup 15:00 Retirement Basics 401k 18:00 Ignore Noise Build Wealth 21:46 Mario’s Book: The Art of Creating Wealth 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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240. Creating Wealth Amid the Noise: Long-Term Investing, Discipline, and Empowerment - Part 1
04/06/2026
240. Creating Wealth Amid the Noise: Long-Term Investing, Discipline, and Empowerment - Part 1
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 Hype 10:01 Index Funds and Fiduciary Advice 11:07 Distraction Economy and Money Basics 15:26 Marathon Mindset Over Trading 19:59 Inspiring Others and a Son’s Savings Plan 25:24 Coaching Into a Career Path 26:13 Employee Mindset Parenting 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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239. Developing Your Own Investing Style
03/30/2026
239. Developing Your Own Investing Style
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 underperformance. For more on Michael and his work, go to sophisticatedinvestinglife.com 01:03 Media Hype and Investor Emotions 02:33 Find Your Own Style 04:44 Cross Domain Investing Insights 06:57 Conservative Roots and Inflation 08:19 Options Trading Reality Check 12:13 Four Ps Investing Framework 14:22 Think Like a GM 10:37 Biases Like Anchoring 23:40 Coaching Program Breakdown 26:41 Who This Is For 30:07 Waitlist and Course Format 31:58 Fail Small to Win Big 33:16 Credentials and Closing Thoughts 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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238. Rich by Choice, Turning Money Stress into a Designed Life - Part 2
03/23/2026
238. Rich by Choice, Turning Money Stress into a Designed Life - Part 2
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 and bonus resources, visit . Invest In Yourself 0:55 Latte Factor Budgeting 3:24 Money Psychology In Couples 8:33 Planning And Stress Tests 14:03 Free Gift And Wrap Up 19:14 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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237. “Rich by Choice”: Turning Money Stress into a Designed Life - Part 1
03/16/2026
237. “Rich by Choice”: Turning Money Stress into a Designed Life - Part 1
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 being a “victor” despite adversity, happiness as it relates to wealth, and the importance of couples and families having a unified financial vision. For more on Nick and his work, go to Key Topics: 01:06 Nick’s Money Origin Story 02:01 Divorce and Financial Shock 01:49 Comfort vs Happiness 05:53 Compound Interest Awakening 06:46 Not Worrying About Money 07:58 Rich by Choice Explained 12:20 Victor by Choice Mindset 16:47 Happiness Beyond Wealth 21:58 Relationships and Money 23:32 Marriage Vision Statement 25:29 Legacy and Ripple Effect 26:49 Unified Vision Ends Fights 28:21 Shared Vision Details 29:09 Daily Decisions Aligned 31:29 Big Rocks Perspective 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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