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

On this episode of CFO at Home, I wrap up my conversation with Suzanne Leydecker, lifelong philanthropist and author of "A Woman on Top: My Journey Through Self Discovery Through Love and Money." This time around Suzanne continues to share her personal evolution with money, detailing her experiences from a young marriage to navigating life as a single mother. She discusses the complexities of wealth, self-worth, and the journey toward happiness, emphasizing that financial status does not determine personal value. Through her story, Suzanne illustrates the importance of self-care, philanthropy, and the power of giving back. For more about Suzanne and her work, visit SuzanneLeydecker.com.

Key Topics:

• Evolving Relationship with Money: From Marriage to Independence

• The Connection Between Self-Worth and Net Worth

• Philanthropy and the Joy of Giving

• Understanding Gender Dynamics in Financial Conversations

• Practical Tips for Overcoming Financial Anxiety

• The Importance of Self-Discovery in Relationships

Key Links

• Suzanne Leydecker - suzanneleydecker.com

• A Woman on Top: My Journey of Self-Discovery Through Love and Money: Leydecker, Suzanne

• Suzanne Leydecker (@suzanneleydecker) • Instagram

• Suzanne Leydecker - LinkedIn

• :Suzanne Leydecker - 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 the next two episodes of CFO at Home, Vince's guest is Suzanne Leydecker, a lifelong philanthropist and author of "A Woman on Top: My Journey Through Self Discovery Through Love and Money." Suzanne opens up about her experiences of inheriting money, and how it·s shaped her understanding of love and finances. She also reflects on the complexities that arise when women possess greater income and the impact it can have on personal relationships, the connections between love and money, and her personal story of growing up in a family with contrasting views on money and how those experiences influenced her own financial habits and choices in relationships. For more about Suzanne and her work, visit her website SuzanneLeydecker.com.

Key Topics:

• Navigating Wealth and Relationships

• The Impact of Inheritance on Personal Identity

• Understanding Sudden Wealth Syndrome

• Communication as a Key to Financial Harmony

• The Role of Women in Wealth Management

• Personal Responsibility and Financial Empowerment

Key Links

• Suzanne Leydecker - suzanneleydecker.com

• A Woman on Top: My Journey of Self-Discovery Through Love and Money: Leydecker, Suzanne

• Suzanne Leydecker (@suzanneleydecker) • Instagram

• Suzanne Leydecker - LinkedIn

• Suzanne Leydecker - 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 and his guest, Kyle Gabhart, author of "Legends Don't Retire and Neither Should You"., discuss creating a meaningful legacy, financial and otherwise. They discuss the importance of living a meaningful life in the present, and how wealth can amplify influence but is not the essence of one's legacy. Kyle also challenges the conventional notion of retirement, advocating instead for a life of engagement and purpose throughout our lives, and shares strategies for integrating passion into our lives while preparing for the future. For more about Kyle and his work, visit KyleGabhart.com.

Key Topics:

• The Meaning of Legacy: Living vs. Leaving

• Challenging Conventional Retirement Notions

• The Importance of Community and Engagement

• Balancing Financial Planning with Life Fulfillment

• Understanding the Role of Wealth in Legacy

• Strategies for a Holistic Approach to Budgeting

Key Links:

• Kyle Gabhart.com

• Legends Don't Retire and Neither Should You

• Kyle Gabhart | LinkedIn

• Bluegrass Legacy Group | 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

This episode of CFO at Home is Part 2 of Vince·s conversation with Chase Collins, Certified Master Life Coach and author of "Trust Your Trust Fund." This time out Chase and Vince explore the often misunderstood dynamics of wealth and the mindset that surrounds it. They dive into common misconceptions about the wealthy, such as the belief that money solves all of our problems, and discuss the stigmas faced by those who inherit wealth. Chase shares insights on the importance of mindset, emphasizing the difference between operating from a place of scarcity versus abundance. Vince and Chase also tackle the notion of doing what you love and how that intersects with financial success, the role of networking, the impact of societal inequalities, and the traits that distinguish financially successful individuals from those who struggle. For more about Chase and his work, visit TheTrustFundCoach.com.

Key Topics:

• Debunking Myths About Wealth and Inheritance

• The Impact of Mindset on Financial Success

• Understanding Scarcity vs. Abundance Mentality

• Networking and Its Role in Building Wealth

• The Relationship Between Passion and Financial Success

• Insights on Philanthropy and Generosity Among the Wealthy

Key Links

• TheTrustFundCoach.com

• Trust Your Trust Fund

• Chase Collins (@trustfundcoach) • Instagram

• Chase Collins | LinkedIn

Contact the Host - vince@thecfoathome.com

Check out full video of the podcast on YouTube! - CFO at Home on YouTube

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

https://www.podmatch.com/hostdetailpreview/1628643039567x84079330903067250

On this episode of CFO at Home, Vince·s guest is Chase Collins, a Certified Master Life Coach and author of "Trust Your Trust Fund." Chase shares his unique perspective on generational wealth, drawing from his own experiences as a fifth-generation inheritor. Vince and Chase discuss the challenges faced by those who inherit wealth, including feelings of entitlement, the importance of building a life of purpose, and the psychological impact of sudden wealth syndrome and how it can affect relationships and personal well-being. For more about Chase and his work, visit TheTrustFundCoach.com.

Key Topics:

• Understanding Generational Wealth and Its Challenges

• The Importance of Purpose and Fulfillment

• Sudden Wealth Syndrome: Psychological Impacts

• Finding Clarity and Direction with Inherited Money

• Redefining Wealth: Beyond Material Possessions

• Building a Legacy: Lessons for First-Generation Wealth Builders

Key Links

• TheTrustFundCoach.com

• Trust Your Trust Fund

• Chase Collins (@trustfundcoach) • Instagram

• Chase Collins | LinkedIn

Contact the Host - vince@thecfoathome.com

Check out full video of the podcast on YouTube! - CFO at Home on YouTube

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

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