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 investing. Scott also emphasizes the importance of having a clear set of personal priorities and goals, specifically by creating a bucket list to guide financial decisions. Like the book, our conversation offers valuable insights into personal finance for both money enthusiasts and those not as financially inclined. To learn more about Scott and The Lobster League, go the thelobsterleague.com

Key Topics:

01:10 The Story Behind 'The Lobster League'

04:00 Crafting a Financial Fable

05:54 Behavioral Finance Insights

08:56 Herding and Market Trends

21:22 Overconfidence and Fear in Investing

27:48 Creating a Personal Financial Vision

33:23 Conclusion and Final Thoughts

Key Links

• thelobsterleague.com

• Scott MacKenzie, MBA, CFP®, CIMA® | LinkedIn

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:

https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

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, debt management, where Steve and Mark share strategies for addressing student loans and consumer debt effectively, and finally investing, discussing the allure of quick gains versus the value of long-term strategies traditionally used to build a solid financial foundation. You can learn more about ·The Simple Road Toward Financial Freedom· by going to simpleroadbook.com

Key Topics:

01:01 How does the concept of budgeting play with Gen Z?

05:08 Bucketing; an old method that has become new again

10:31 The common standard financial advice is debt is bad, credit cards are bad

14:59 Student loans for Gen Z

17:20 Millennials/GenZ and investing

21:06 "Simple Road Towards Financial Freedom" book

Key Links:

• The Simple Road Toward Financial Freedom

• The Simple Road Toward Financial Freedom | Facebook

• The Simple Road Toward Financial Freedom (@simpleroadbook) • Instagram photos and videos

• The Simple Road Toward Financial Freedom - YouTube

• The Simple Road Toward Financial Freedom | #GenZMoneyMentors | LinkedIn

• https://www.tiktok.com/@simple_road_book

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:

https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

On this episode of CFO at Home, Vince·s guests are Steve Short and Mark Schlipman, authors of ·The Simple Road Toward Financial Freedom·, a #1 Amazon bestseller with a foreword by Will Ferrell. Steve and Mark recount how their own experiences as fathers prompted them to address the financial knowledge gap facing young adults today. They explore the importance of teaching personal finance to the younger generation and the challenges of delivering this message in a relatable way. We also discuss practical strategies, such as the 50-20-30 budgeting method, and the importance of visualizing financial goals. You can learn more about ·The Simple Road Toward Financial Freedom· by going to simpleroadbook.com

Key Topics:

01:03 The Story Behind the Book

03:03 Meeting and Collaboration

05:29 Financial Lessons for Gen Z

09:11 Challenges and Solutions in Financial Education

20:40 Parental Guidance and Financial Literacy

Key Links:

• The Simple Road Toward Financial Freedom

• The Simple Road Toward Financial Freedom | Facebook

• The Simple Road Toward Financial Freedom (@simpleroadbook) • Instagram photos and videos

• The Simple Road Toward Financial Freedom - YouTube

• The Simple Road Toward Financial Freedom | #GenZMoneyMentors | LinkedIn

• https://www.tiktok.com/@simple_road_book

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:

https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

On this episode of CFO at Home, Vince's guest is Brian Pultro, a Navy veteran turned financial advisor. Brian shares his journey from joining the military after the 9/11 attacks to transitioning into a financial advising career. Vince and Brian discuss the benefits and challenges veterans face in financial planning, the importance of understanding military benefits, and best practices for wealth building through behavioral finance. Brian also provides valuable resources and insights for military personnel to better manage their finances and make informed investment decisions.To learn more about Brian and the services he provides, check him out at pultrofinancialmanagement.com

Key Topics:

• 00:00 Introduction and Welcome

• 01:21 Brian's Military Background

• 03:08 Transition to Financial Advisor

• 05:38 Behavioral Finance and Military

• 09:46 Financial Education in the Military

• 12:46 Investment Strategies and Advice

• 23:13 Services Offered by Pultro Financial Management

• 24:31 Conclusion and Final Thoughts

Key Links

• Simple Wealth Inevitable Wealth - 25th anniversary edition

• Pultro Financial Management

• Brian Pultro - LPL Financial | LinkedIn

• Brian Pultro - Pultro Financial Management | Facebook

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:

https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

So 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

1. Money Mindset

2. Wealth Building

3. 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

• 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

• 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

• 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

On this episode of CFO at Home, Matt Marizio, lawyer, father, and entrepreneur, shares his incredible journey from playing professional baseball to becoming a founder of a registered investment advisory firm, Reconstructing Wealth. Matt discusses how his childhood experiences with money shaped his perspective and how he overcame financial adversities along the way. He also dives into the importance of understanding the 'rules of the game' when it comes to personal finance, the limitations of relying solely on financial advisors, and strategies for achieving financial freedom by emotionally detaching from money. Matt also discusses the value of aligning with advisors who share your worldview and the significance of self-education in personal finance. For more info on Matt and Reconstructing Wealth, go to Reconstructingwealth.com

02:23 From Baseball to Finance: Matt's Journey

06:56 Early Financial Lessons and Struggles

09:15 Learning the Language of Money

09:46 Balancing Family and Finance

16:09 Understanding the Rules of the Game

22:21 Choosing the Right Financial Advisor

32:16 Reconstructing Wealth: Matt's Mission

35:44 Conclusion and Final Thoughts

Key Links:

• Reconstructing Wealth

• Matt Morizio (@mattmorizio) • Instagram photos and videos

• https://www.facebook.com/matt.morizio

• Matt Morizio - CEO of Reconstructing Wealth | LinkedIn

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:

https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

On this episode of CFO at Home, Vince wraps up his conversation with financial coach Justin Bennett. This time, Justin and Vince dive deep into two critical stages of financial growth, focusing on commitment and momentum. Justin emphasizes that true change begins with a firm commitment to financial goals, illustrated through true stories of clients overcoming obstacles. They explore the importance of alignment in couples' financial journeys, the necessity of regular communication to foster shared goals, and how small victories can create a ripple effect, leading to significant financial freedom. For more insights from Justin, check out his work at levelupyourfinances.com

Key Topics:

• The Importance of Commitment in Financial Planning

• Transformative Stories of Client Success

• Aligning Financial Goals in Relationships

• The Role of Communication in Overcoming Financial Challenges

• Building Momentum Towards Financial Freedom

• Strategies for Creating Generational Wealth

Key Links:

• Level Up Your Finances - levelupyourfinances.com

• Strong Tower Consulting - strongtowerconsulting.com

• Justin on Instagram

• Justin on Facebook

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:

https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

On this episode of CFO at Home, Vince·s guest is Justin Bennett, a financial coach with a remarkable story of overcoming his own financial challenges, including how he overcame being over $100,000 in debt, to achieve financial freedom. With a focus on awareness and knowledge, Justin outlines the first two levels of his proven system for financial success, emphasizing the importance of tracking expenses and budgeting proactively. Through sharing stories and practical advice, Justin provides inspiration to take control of your finances and make informed decisions. For more insights from Justin, check out his work at levelupyourfinances.com

Key Topics:

• The Journey from Debt to Financial Freedom

• Understanding the Impact of Daily Financial Choices

• The Importance of Awareness in Financial Management

• Budgeting: Proactive vs. Reactive Approaches

• Real-Life Examples of Financial Transformation

• Steps to Achieve Financial Freedom

Key Links:

• Level Up Your Finances

• JustinBennettFinances | Facebook

• Justin Bennett (@justinbennettfinances) • Instagram

• Linkedin.com/in/justinbennettfinances/

Contact the Host - vince@thecfoathome.com

Contact the Host - vince@thecfoathome.com

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:

https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500