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

This episode of CFO at Home is Part 2 of Vince·s conversation with Bart Merrill, entrepreneur and author of "Monetize Your Mindset." This time around Bart shares his journey through various ventures, from bungee jumping to dog training to poker, illustrating the importance of evaluating choices and knowing when to pivot. They also discuss the value of creating dual lists of what you enjoy and what comes easy to you as a tool to use in evaluating side hustle choices, and the value of mentorship and how it can guide decision-making. Bart also introduces his resource, "25 for 25," a guide to successful side hustles, aimed at inspiring budding entrepreneurs looking to make their first step. For more information about Bart and Monetize Your Mindset, visit BartMerrell.com

Key Topics:

• Evaluating Your Choices in Entrepreneurship

• The Importance of Passion vs. Practicality

• Mentorship in Business Decisions

• When to Pivot: Knowing When to Move On

• Introduction to 25 for 25: Successful Side Hustles

• The Role of Storytelling in Entrepreneurship

Key Links

• BartMerrell.com

• https://offer1.bartmerrell.com/25for25

• Bart Merrell Facebook

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

• https://www.linkedin.com/in/bart-merrell-2440148/

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 1 of Vince·s discussion with Bart Merrell, an entrepreneur and author of "Monetize Your Mindset." Bart and Vince discuss his journey of creating financial security through the monetization of personal experiences and knowledge, starting with his upbringing on a pig farm, where he learned the value of entrepreneurship from his father, and how that foundation led him to explore various business ventures, including a mobile disco and bungee jumping. Bart emphasizes the importance of recognizing opportunities in everyday life and discusses how he helps others identify their ideal side hustles through a structured system of questions. For more information about Bart and Monetize Your Mindset, visit BartMerrell.com

Key Topics:

• Inspiration Behind Bart's Entrepreneurial Journey

• Monetizing Personal Experiences for Financial Security

• The Importance of Recognizing Opportunities

• Creating a System to Identify Side Hustles

• Lessons from Dog Training and Overcoming Challenges

Key Links

• BartMerrell.com

• https://offer1.bartmerrell.com/25for25

• Bart Merrell Facebook

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

• https://www.linkedin.com/in/bart-merrell-2440148/

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 Pravat Lall, the founder of SmartHeritance, a platform dedicated to preserving digital legacies. Pravat and Vince discuss the concept of digital legacy, the importance of keeping estate planning documents updated, and the need to integrate digital assets into estate planning. Pravat also highlights the challenges of managing digital footprints, cybersecurity measures needed to protect sensitive information, and the emotional significance of digital legacies, including social media. For more information about Pravat and SmartHeritance, visit SmartHeritance.com.

• Understanding Digital Legacy

• Challenges in Traditional Estate Planning

• The Importance of Keeping Estate Plans Updated

• Unclaimed Assets and Digital Footprints

• The Role of Digital Assets in Modern Estate Planning

• Security Concerns in Digital Legacy

• Emotional and Practical Aspects of Digital Legacy

• Advice for First Generation Wealth Builders

Key Links

• SmartHeritance.com

• SmartHeritance - Linkedin

• SmartHeritance - 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