CFO at Home

When we think about what it takes to be a successful investor, many times what comes to mind are characteristics like being an excellent stock picker, knowing when to buy and sell stocks, and having …

Your average kid has no problem with asking their parents for money to buy things they want, but has limited interest in earning money. They would rather spend their time doing the things they enjoy;…

Certified Financial Planners, Chartered FInancial Analysts, Chartered Financial Consultants, Chartered Retirement Planning Counselors, Certified Divorce Financial Analysts. These are just a handful o…

According to NerdWallet, although there’s no official definition, most experts agree that a High Net Worth Individual is a person who has somewhere between $1-$5 million dollars in liquid assets. Giv…

Aaron Shelley is the author of The Family Flywheel: The Secret Business Principles Successful Families Use to Create Sustained Wealth And Happiness. On this episode of CFO at Home, Aaron and Vince di…

In nearly every discussion about achieving Financial Independence, one or both of two investments are usually talked about as being keys to a successful plan; investing in stocks and real estate. On …

At the end of the day, any effective budget is a communication tool. If you’re using it solo, it’s communicating to you where your money is going, and how well your spending aligns with the prioritie…

So many of our life’s money goals revolve around the positive; financial freedom, owning your own home, driving a nice car, taking wonderful vacations. But as much enjoyment as we can derive from the…

Through his business Portal CFO Consulting, Manny Skevofilax works with business owners as an Outsourced Chief Financial Officer to help them gain a better understanding of their business’s financial…

Think about it for a minute. It seems like just yesterday we were all social distancing and wondering if travel would ever be as accessible as what we’d all grown accustomed to. Today, travel is back…

Vince Shorb is one of the country’s leading advocates for promoting financial wellness, and a thought leader in teaching and scaling financial education programming. On this episode of CFO at Home, t…

Teaching kids to earn, save and give are all important, fundamental money lessons. But so is learning to spend wisely, and one the best teachers of that lesson can be to let kids experience first han…

Even the most caring parents make mistakes with their kids. We do our best but when we don’t know much about a subject ourselves, it can be hard to give the best advice. Or maybe the game is just dif…

So last week I attended my youngest son’s college graduation ceremony, an experience that needless to say brings up a lot of emotions; pride, joy, and little sadness about the passage of time. He gra…

Regardless of your age, there comes a point in nearly every career where it’s time to change employers or even your occupation. Particularly for those who have been fortunate enough to attain some le…

Even while he worked as a professional in the Financial Services industry, Andy Hoffman struggled to make conventional budgeting work at home. This struggle led him to create a system that is centere…

The majority of today’s conventional personal finance advice is primarily designed to speak to a certain audience; salaried or hourly workers with fairly predictable and consistent incomes, with empl…

For so many of us, Financial Independence, reaching a point where money no longer dictates to us how we live our lives, is our ultimate financial goal. In this episode of CFO at Home, Vince discusses…

In her book Out of the FOG Into the CLEAR, Journaling to Help You Heal from Toxic Relationships, Shannon Petrovich helps victims of narcissistic, abusive, or other toxic relationships find their bear…

Entrepreneurship has long been considered one of the primary methods of building wealth, whether it is by going all-in to start your own business, or by creating a side-hustle to help generate multip…