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 and purpose), and couples balancing managing their finances together, while leaving themselves the freedom to work towards separate goals. For more on Elizabeth and her work, go to melizabethgeorge.com

01:29 From Banking to Advocacy

02:28 Financial Independence Enables the Pivot

04:47 Elizabeth's FIRE Path

06:41 Freedom After Leaving Work

12:00 Women and Money Dynamics

19:27 Engaging Both Spouses

24:11 Joint Accounts vs Separate

Key Links

• elizabeth george

• Elizabeth George | Facebook

• Elizabeth George (@melizabethgeorge) • Instagram photos and videos

• https://www.linkedin.com/in/melizabethgeorge-cfp/

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 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 communication to help avoid money arguments. Their conversation also covers budgeting as a tool for cash-flow awareness, and "optimizing" debt before investing. For more on Brenton and New Money, New Problems, go to newmoneynewproblems.com

01:42 First-Gen High Earners: Family Background & Financial Pressure

03:50 Lifestyle Expectations vs. Supporting Parents (and No Wealth Role Models)

06:57 What It Felt Like as a Kid: Money Tension at Home

09:14 Learning a New Model: Mentors, 'Project 100,' and the School of Transactions

11:05 The 3 Paths High Earners Take When Trying to Build Wealth

13:59 From Chaos to Clarity: Prioritizing Goals (and 'Do It Intentionally')

18:14 When the Plan Isn't Linear: Setbacks, Emotions, and Staying the Course

20:09 Budgeting Reality Check: Cash Flow, Optimization, and 'You Need to Earn More'

21:43 Money Personalities in Couples: Frugal vs. Spender and Finding Middle Ground

30:06 How to Stop Fighting About Money: Process, Safe Space, and Better Conversations

40:08 Debt to Wealth: Optimizing Debt While Still Building Assets

42:30 New Money, New Problems: Services, Podcasts, and Final Wrap-Up

Key Links:

• New Money, New Problems

• https://www.newmoneynewproblems.com/subscribe

• New Money New Problems (@newmoneynewproblems) • Facebook

• Brenton Harrison (@newmoney.newproblems) • Instagram photos and videos

• Brenton Harrison, CFP® - CFP Board | LinkedIn

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

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 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 strategy, and preparing for what can go wrong. They also talk about the importance of choosing the right school, private college discount rates, and what high school counselors and college financial aid offices do and don·t bring to the table when it comes to college planning. For more on Paul and thinking like a CFO throughout the college planning process, go to .bridgewisefinancialpartners.com and click on ·College·.

01:03 Welcome + Why "Think Like a CFO" for College Planning

01:51 Paul's Personal College Mistakes (Late Apps, Transfers, Debt)

04:25 The Real Cost of Extra Years: Tuition + Lost Income

07:03 Defining the CFO Mindset: Love for Kids vs. Clear Financial Planning

12:58 Late-Stage Planning (10th Grade): First Steps & Honest Assessment

15:54 Two-Track Strategy: Student Fit Counseling + Financial Aid Planning

17:35 Maximizing Aid: Pick the Right School + Understand the Formulas

21:27 Why Guidance Counselors & Financial Aid Offices Aren't Your Best Advisors

27:42 Bridgewise College Planning: How They Help + Success Story

29:48 ROI, Selective Client Fit, and Final Takeaways

Key Links

• https://bridgewisecp.bridgewisefinancialpartners.com/

• https://www.youtube.com/@bridgewisefinancialpartner2789

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

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 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.

Key Topics:

00:40 Diving into Practical Budgeting Tips

01:52 Understanding Net Income and Financial Goals

03;38 The Power of Personal Financial Statements

05:32 The Importance of Net Worth

10:48 Rethinking Credit Scores and Financial Leverage

20:01 Navigating Student Loans and Education Costs

25:44 Final Thoughts and Resources

Key Links:

• LIFE: Truth, Love, Loss, Success, & Failure

• @albertbutlercpa - Facebook

• @albertbutlercpa - Intagram

• @albertbutlercpa - 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 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

02:48 The Journey of Writing the Book

05:05 The Importance of Accounting in Personal Finance

09:21 The 50-Year Mortgage Debate

17:53 Purpose and Money Management

22:43 Family Values and Financial Transparency

28:29 Reflecting on a Memorable Christmas

Key Links

• LIFE: Truth, Love, Loss, Success, & Failure

• @albertbutlercpa - Facebook

• @albertbutlercpa - Intagram

• @albertbutlercpa - 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 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