Today on CFO at Home, Vince·s guest is finance professor and former institutional investor Michael Ijeh. Michael and Vince discuss the potential impact of sensational, emotion-driven advice from the media on our investing decisions, and the advantages of leveraging our own beliefs, biases, and style as investors. They also discuss how skills and decision making processes we develop from interests ranging from playing fantasy football and Madden, to poker and engineering, can transfer to investing, and how having our own philosophy as investors helps us stay consistent through inevitable underperformance. For more on Michael and his work, go to sophisticatedinvestinglife.com

01:03 Media Hype and Investor Emotions

02:33 Find Your Own Style

04:44 Cross Domain Investing Insights

06:57 Conservative Roots and Inflation

08:19 Options Trading Reality Check

12:13 Four Ps Investing Framework

14:22 Think Like a GM

10:37 Biases Like Anchoring

23:40 Coaching Program Breakdown

26:41 Who This Is For

30:07 Waitlist and Course Format

31:58 Fail Small to Win Big

33:16 Credentials and Closing Thoughts

Key Links

• https://sophisticatedinvestinglife.com/

• https://silwaitinglist.scoreapp.com/

• Championship Investing - YouTube

• Michael Ijeh, CAIA - Assistant Professor of Practice and Director of the Investment Management Program at Texas Tech University. | 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 Dr. Nicholas E. Michels, author of the Amazon best seller Rich by Choice, public speaker, and founder of Michels Family Financial.

ere, Nick and Vince dig into some of the money management tactics that Nick details in his book, emphasizing the importance of aligning money tactics with a shared family vision, weekly money meetings, budgeting via the "latte factor," investing in personal growth, and financial planning that reduces fear of the unknown. For more on Nick and the Rich by Choice movement, including a free gift and bonus resources, visit richbychoicebook.com.

Invest In Yourself 0:55

Latte Factor Budgeting 3:24

Money Psychology In Couples 8:33

Planning And Stress Tests 14:03

Free Gift And Wrap Up 19:14

Key Links

• Rich by Choice

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 Dr. Nicholas E. Michels, Amazon bestselling author, public speaker, founder of Michels Family Financial, and creator of the ·Rich by Choice· movement.

Nick shares how his parents' divorce at age 10 shifted his family from comfort to financial struggle, inspiring him to learn about money, and helping others become rich in both finances and life. Vince and Nick then shift the discussion to his book Rich by Choice, where they discuss "choice" as daily habits and "rich" as wealth plus relationships, faith, and legacy. They also discuss being a "victor" despite adversity, happiness as it relates to wealth, and the importance of couples and families having a unified financial vision.

For more on Nick and his work, go to http://www.richbychoicebook.com/

Key Topics:

• 01:06 Nick's Money Origin Story

• 02:01 Divorce and Financial Shock

• 01:49 Comfort vs Happiness

• 05:53 Compound Interest Awakening

• 06:46 Not Worrying About Money

• 07:58 Rich by Choice Explained

• 12:20 Victor by Choice Mindset

• 16:47 Happiness Beyond Wealth

• 21:58 Relationships and Money

• 23:32 Marriage Vision Statement

• 25:29 Legacy and Ripple Effect

• 26:49 Unified Vision Ends Fights

• 28:21 Shared Vision Details

• 29:09 Daily Decisions Aligned

• 31:29 Big Rocks Perspective

Key Links

• Rich by Choice

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 Elizabeth George, a Dallas-based financial strategist whose focus is guiding women through transitions such as divorce, death of a spouse, and marriage. This time around Elizabeth and Vince discuss couples balancing their individual and relationship goals, planning with uncertainty, the myth of ·wealth secrets·, and more. For more on Elizabeth and her work, go to melizabethgeorge.com

00:41 Separate Goals Explained

02:41 Planning With Uncertainty

05:26 Stress Testing Retirement

06:32 Spending Down Mindset

09:49 Couples Separate Meetings

14:23 Wealth Secrets Myth

20:34 Money Is More Democratized

25:00 Finding Your Way Forward

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, 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