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 habits, controlling what you can, accepting what you can·t, and acting to change what·s influenceable. Check out the free quiz at personalitypeak.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:

• https://personalitypeek.com/

• https://www.facebook.com/profile.php?id=61575494699915

• https://www.instagram.com/personalitypeek/

• https://www.youtube.com/@PersonalitypeekVlog

Contact the Host - vince@thecfoathome.com

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

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:

• https://worksucksbutilikeit.com/

• Anthony Tenaglier (@tenaglier) · Instagram

• Work Sucks, But I Like It - YouTube

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 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:

• Haaswealthstrategies.com

• GenRelational Wealth Podcast

• Haas Wealth Strategies (@HaasStrategies) • Facebook

• Gordon Haas, CFP® - YouTube

• Gordon Haas, CFP® - Wealth Advisor and CERTIFIED FINANCIAL PLANNER® | 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 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:

• https://www.heidiheron.com/

• https://www.instagram.com/dr.heidiheron/

• https://www.facebook.com/DrHeidiHeron

• https://www.youtube.com/c/nlpwithdrheidi

• https://www.linkedin.com/in/drheidiheron/

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

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:

• https://www.heidiheron.com/

• https://www.instagram.com/dr.heidiheron/

• https://www.facebook.com/DrHeidiHeron

• https://www.youtube.com/c/nlpwithdrheidi

• https://www.linkedin.com/in/drheidiheron/

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 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 stephanie.prestridge@lifeclaim.com

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:

• https://www.lifeclaim.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

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:

• https://parrilloinvestors.com/

• Beat the Wealth Management Hustle

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