CFO at Home

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 Wh...

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 mo...

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 co...

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 a...

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·, ...

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 recover...

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...

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 ...

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 footba...

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 "l...

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 ...

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 ...

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...

On this episode of CFO at Home, Vince's is Brenton Harrison, founder of the advisory firm New Money, New Problems. Brenton shares his own experience growing up with an ER-physician father and nurse mother who were high-earners but struggled to manage money. He also discusses three common paths for new high earners trying to build wealth, the importance of aligning plans to stated goals, and couples focusing on process and communica...

On this episode of CFO at Home, Vince and Paul Compeau from Bridgewise Financial Partners discuss applying a ·think like a CFO· mindset to college planning. Paul shares some of his own personal missteps throughout his college planning process, and describes how to take a CFO-style approach to the process; mapping expected costs year-by-year, identifying funding sources, lowering the bill through school selection and financial-aid s...

On this episode of CFO at Home, Vince wraps up his conversation with Albert Butler, CPA, MBA, and author of 'Life:, Truth, Love, Loss, Success, and Failure·. This time around Albert and Vince dive into practical budgeting tips, the value of using Net Worth as a primary measurement of financial success, student loans and education costs and more. Life:, Truth, Love, Loss, Success, and Failure is available now on Amazon.

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On this episode of CFO at Home, Vince's guest is Albert Butler, CPA, MBA, and author of 'Life:, Truth, Love, Loss, Success, and Failure·. Albert and Vince discuss his inspiration and journey writing the book, and explore the impact of values, purpose, and transparency on shaping family financial decisions. Life:, Truth, Love, Loss, Success, and Failure is available now on Amazon.

01:55 The Inspiration Behind the Book

On this episode of CFO at Home, Vince·s guest is Scott MacKenzie, author of The Lobster League, A Fable About Personal Finance. Scott and Vince dive into the concept of the book, which is designed as a fable to teach personal financial lessons through relatable stories, inspired by Scott·s extensive experience in the area of behavioral finance. They discuss how the human tendencies of herding and overconfidence can impact our inves...

On this episode of CFO at Home, Vince continues his conversation with financial experts Steve Short and Mark Schlipman, authors of ·The Simple Road Toward Financial Freedom·, a #1 Amazon bestseller with a foreword by Will Ferrell. This time around Steve, Mark and Vince tackle pressing financial topics relevant to Gen Z. They dive into the subject of budgeting, including the concept of "bucketing" instead of traditional budgeting, d...