On this episode of CFO at Home, Vince·s guest is Deon Hargrove, founder of Smart Investors, an educational investing platform designed to help people learn, practice, and grow their skills in a risk-free simulation before using real money. Deon shares how starting his investing journey during the 2020 pandemic led to him building a one-stop shop that combines research tools, strategy-based asset recommendations, and virtual portfolios that use real-world market data. He discusses investor mindset shaped by market crashes, the importance of research over ·gambling,· and lessons from the dot-com bubble and today·s AI boom. For more info on the Smart Investors App, visit smartinvestorsapp.com

Key Topics:

01:00 Meet Deon, Learn About his Mission

01:25 Origin Story Pandemic Investing

03:18 Early Wins and Doubts

05:09 Vince's early investing disaster (PalmPilot!)

08:14 Millennial Investor Mindset

11:51 Dot Com Bubble and AI Parallels

17:36 Research Beats Gambling

19:28 Amazon From Books to Empire

21:17 How Smart Investors Works

23:22 Three Part Learning System

25:46 Fail Safely Before Brokerages

28:04 Financial Literacy Crisis Stats

31:07 401k and Fund Simulations

33:14 Smart Investor Tracks Case Studies

35:07 Getting Started and Pricing

37:20 Wrap Up and Links

Key Links:

• https://smartinvestorsapp.com

• https://www.instagram.com/smartinvestors01/

• https://www.linkedin.com/in/deon-hargrove/

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 talks with author Danial Jiwani about his book, The 52 Laws of Wealth, which presents 52 laws organized into seven big ideas: think big, work hard, handle pressure, work for yourself, get known, be right, a lot, and connect with people. Danial explains how these principles apply not only to the ultra-wealthy, but also to everyday households focused on mortgages, childcare, retirement, and financial security. They discuss how ·thinking big· is a mindset, how ·work for yourself· can apply even for those who choose to be employees, and how ·get known· and networking can be human and empathetic rather than transactional. Danial also shares other resources including his Weekly Wealth newsletter and his website, DanialJiwani.com.

Key Topics:

01:51 Do Wealth Laws Scale?

04:38 Thinking Big for All

07:32 Mindset Not Materialism

14:47 Work for Yourself Idea

17:21 Control Costs Wisely

21:22 Get Known Authentically

25:00 Finding Common Ground

29:26 Make Better Decisions

34:19 Resources and Wrap Up

Key Links:

• Danial Jiwani

• Danial Jiwani (@danial_jiwani) Instagram

• https://x.com/danial_jiwani

• https://www.linkedin.com/in/danial-jiwani/

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, author, speaker, and transformational coach Kristen Renee Appleby and I explore the connection between financial stress, workplace burnout, and the deeper patterns that shape our relationship with money. Kristen believes that money challenges are not simply about income, budgets, or financial knowledge, but are often rooted in what she calls "money wounds": beliefs, emotional experiences, and survival patterns that develop over time and influence how we earn, spend, save, and feel about money.

In her book, Healing the Money Wound: A 12-Day Money Mindset Bootcamp, Kristen guides readers through a process of identifying financial stress patterns, understanding how early conditioning shapes money beliefs, and rebuilding those beliefs by using small, sustainable shifts that can create meaningful transformation over time.

To learn more about Healing the Money Wound, as well as Kristen's other books and resources, go to kristenreneehealing.com

Key Topics:

01:33 Health Crisis Awakening

02:53 Selling the House

08:21 Money Avoidance Patterns

13:08 Financial Independence Choice

15:09 Ninety Day Money Storm

18:02 Twelve Day Boot Camp

23:09 Micro Shifts and Wins

25:29 Mindset Transformation

29:25 Resources and Programs

32:27 Starting Step One

34:05 Closing Thanks

Key Links:

• Kristen Renee Healing

• Shop - Kristen Renee Healing

• Healing the Money Wound: A 12-Day Money Mindset Bootcamp

• Kristen Renee (@KRISTENRENEEREBUILDING) • Facebook

• Kristen Renee | Wellness Author | Coach (@kristenreneehealing) • Instagram photos and videos

• kristenreneerebuilding

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 talks with David Kennington, an author with 30+ years experience working as a tradesman, about trades as a viable path to making and building wealth, David explains how credit cards and lifestyle creep can quickly push tradespeople beyond their means, and notes that trades and technical training often include little financial education, making discipline and understanding the psychological side of spending crucial. They also discuss emotional attachments that drive bad financial choices, the role of spouses and clear communication in correcting ·financial misbehavior,· and how overtime or higher-paying jobs can help pay down debt only if intentionally paired with a plan. Learn more about David and his book, Tradies Earn While You Sleep, at tradiesearn.com

02:05 Trades and Money Burnout

02:38 Credit Cards and Discipline

04:26 Lessons From Mentors

10:17 Knowledge vs Psychology

11:53 Emotional Spending Stories

15:03 Couples and Money Talks

19:18 Overtime and Lifestyle Creep

21:51 Boosting Income and Investing

28:05 From Pay to Wealth Podcast

32:20 Websites, Book and Resources

34:54 Final Takeaways

Key Links:

• Tradies Earn

• https://www.linkedin.com/in/david-kennington-b6735340/

• https://substack.com/@tradiemoney

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 platform creator Arky Jones discuss Personality Peek, 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 personalitypeek.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

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 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