This episode of CFO at Home is part 1 of Vince·s conversation with Heidi Heron, a Neuro-Linguistic Programming practitioner with 25+ years of experience, about how the ·language of the mind· creates patterns of emotions, beliefs, and behaviors·and how those patterns can be changed through root-cause work. Heidi connects NLP to money issues that commonly come up in her work, like worthiness, lack and limitation, and relationship dynamics around finances. She shares examples of a successful day trader who couldn·t keep money due to an unconscious childhood message, and a woman who shifted a belief that money is hard to get after tracing it back to an overheard conversation. Heidi also explains what she means by ·money as energy,· describing how gratitude for both paying and receiving money helped transform her own relationship with it. Learn more at heidiherron.com, including 1:1 work, NLP training, and her book, The Wizard of Cause.

01:39 Neuro-Linguistic Programming Explained

03:25 Mind Chatter and Feelings

05:14 Money Meets Mindset

05:51 Top Money Blocks

08:01 Root Causes and Memory

09:05 Money Pattern Stories

12:35 Beliefs Create Reality

14:15 Common Meanings and Limits

16:58 Money as Energy

17:28 Heidi Money Turnaround

21:30 Digital Money and Vapor

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

On this episode of CFO at Home, Vince's guest is attorney Stephanie Prestridge of Life Claim, who helps families when life insurance benefits are delayed, denied, or disputed after a death. Stephanie shares how seeing her typically strong grandmother get overwhelmed by legal matters after her grandfather's Parkinson's diagnosis shaped her shift into estate-related work with an emphasis on a client-centered approach. Vince and Stephanie then discuss the importance of estate and financial planning working together, with direct communication between attorneys and financial advisors. They also discuss what happens when someone dies without clear documentation, and some of the reasons life insurance claims get held up. Their conversation wraps up with Stephanie discussing the importance of reviewing policies with a financial advisor and, most importantly, telling someone the policy exists. For more on Stephanie and Life Claim, go to lifeclaim.com, call 888-615-3270, or email stephanie.prestridge@lifeclaim.com

Key Topics:

1:00 Welcome and Focus

01:42 Grandparents Spark a Calling

03:29 Learning Estate Planning Up Close

05:53 Lawyer and Advisor Teamwork

09:13 Should Your Pros Connect

11:09 No Plan After Death

14:13 Personal Life Insurance Stories

16:12 Why Claims Get Denied

18:02 Contestability Period Explained

22:43 Other Common Claim Pitfalls

26:36 What to Do When Denied

30:05 Proactive Policy Checkups

34:07 LifeClaim Services and Contact

35:58 Closing Thanks and Wrap

Key Links:

• https://www.lifeclaim.com/

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 speaks with Andy Parrillo of Parrillo Investors about the importance of investors understanding the fees that financial advisors charge to manage their money, and the true all-in cost of investing in mutual funds and ETFs. Andy shares a bit on the history of these fees, and advocates for investors to have their advisors provide performance reports showing their returns after fees, against the performance of the appropriate benchmark. Andy also discusses how investment portfolios can have too little risk as well as too much, investing behavioral pitfalls, market timing, fear-driven decisions, and staying the course through downturns. For more resources, including Andy·s book Beat the Wealth Management Hustle, visit parrilloinvestors.com

Key Topics:

01:10 Why Fees Matter

02:57 Legacy Fee Model

04:58 Index vs Advisor Value

05:44 Fee Calculator Demo

10:35 Compounding Fee Drag

13:16 Basics of Staying Invested

15:03 Measuring Risk Tolerance

17:44 Behavioral Finance and Fear

19:22 Bear Markets and Staying Course

23:11 Advisor Value and Advantage

24:23 Diversification and Global Shift

27:12 DIY Strategy and Buffett

28:52 Market Timing Myth

30:02 Closing Thoughts on Knowledge

Key Links:

• https://parrilloinvestors.com/

• Beat the Wealth Management Hustle

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 Financial Accountability Coach and founder of Cimifly Money Cecil Williams, about how he began investing in 2008 as more of a ·gambler,· using options, margin, and day trading, before later shifting (after getting married) to a disciplined, long-term approach that helped his accounts grow significantly. Cecil describes re-learning fundamentals through an investing course, using dollar-cost averaging and auto contributions into a mix of tax-advantaged and regular accounts. He shares lessons on temperament, volatility, and aligning risk with family responsibilities, emphasizing that ·small money invested consistently beats big money invested emotionally.· Cecil also explains his CASH framework (Clarity, Accountability, Structure, Habits). For more on Cecil and access to his free resources, including the Confident Investor Blueprint, go to cimiflymoney.com

02:02 From Gambling to Investing

04:08 Accounts and Automation

07:00 Painful Lessons Learned

09:18 Risk Tolerance at Home

12:29 CASH Framework for Clarity

15:48 Start With the 401k Match

17:33 Small Money Compounds

20:21 Financial Accountability Coach

22:53 Two Core Investing Tips

27:34 Boring Investing and Fun Money

31:30 Resources and Closing Thanks

Key Links:

• https://cimiflymoney.com/resources/

• https://www.facebook.com/cimiflymoney/

• https://www.instagram.com/cimifly_/

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

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 Nassief, who went from being fired and nearly broke at 63, to achieving a seven-figure net worth by 69. David explains how decades of procrastination, market timing, and inconsistent 401(k) contributions left him unprepared, then describes how he rebuilt by turning off financial ·noise,· studying extensively, and creating a one-page ·Wealth Compass· with nine trail markers and five North Star principles, to stay focused and avoid shiny-object mistakes. David discusses how he attributes his results to investing a large portion of income monthly, using low-cost index funds, and taking advantage of market volatility to buy more when markets fell. They also discuss the destructive impact of fees, skepticism of market forecasts, the challenge of getting back in the market after timing exits, and David·s key tips: get out of debt, follow the money, and prioritize self-education. Check out David·s free PDF compass and book for details at onepagewealthcompass.com.

Key Topics:

01:30 From Fired to Millionaire

02:22 Decades of Money Mistakes

03:24 No Plan No Future

06:06 Building the Wealth Compass

08:35 Two Funds and Volatility

14:33 Why Market Timing Fails

15:47 Job Loss and Commission Pivot

16:28 Nine Markers and Principles

20:49 Fees Advisors and Termites

25:43 Two Tips Debt and Skepticism

28:49 Education and Staying Disciplined

31:24 Book, Compass, and Final Encouragement

Key Links:

• https://onepagewealthcompass.com/

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. Danica Cicmil, a PhD in finance and financial educator, who helps beginners overcome fear of investing through basic education on subjects such as compound interest, and understanding inflation risk. Dani discusses starting your investing journey by taking a ·money snapshot,· using personal goals (travel, buying a home, or building a trust fund for children) to motivate investing without extreme deprivation, and how knowing fundamentals helps consumers evaluate financial advisors. Dani also explains the basics of investing through the use of Exchange Traded Funds (ETFs), and discusses her financial coaching which focuses on beginners·especially women. Check out Dani work on YouTube and Instagram, links are in the show notes.

Key Topics:

01:06 Compound Interest and Inflation

02:37 Money Snapshot and 20% Rule

03:47 Emergency Fund Then Invest

05:21 Why Investing Matters

07:03 Too Late to Start?

10:27 Start Small and Automate

12:26 Balanced Money Mindset

14:51 50 30 20 Revisited

17:35 Job Security and Divorce

19:19 How Much to Know

24:39 ETFs Explained Simply

29:09 Bonds Costs and Inflation

30:31 Where to Follow Dani

Key Links:

https://www.danicacicmil.com

https://www.youtube.com/@dr.danicacicmil

https://www.instagram.com/dr.danicacicmil/

https://www.linkedin.com/in/danica-cicmil-b672882a6/

https://www.tiktok.com/@dr.danica.cicmil

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, Vince talks with private investigator and cybersecurity expert Robert Siciliano, about some of today·s biggest threats to individuals building wealth. They discuss how AI and deepfakes are making voice and video fraud harder to detect, fueling a surge in high-dollar consumer scams, how emotions, loneliness, and default human trust drive victimization, and the importance of situational awareness and self-knowledge of vulnerabilities. They also discuss reframing security as risk management rather than paranoia, and practical defenses such as using password managers with unique passwords, enabling two-factor authentication, credit freezes, and VPNs on public Wi-Fi. Learn more at protectnowllc.com, and check out Robert's podcast The Security Guy & CIA Spy Podcast, and his book Identity Theft Privacy: Security Protection and Fraud Prevention.

Key Topics:

01:58 AI Deepfakes Threat

03:43 Six Figure Scam Wave

04:53 Spotting the Tells

06:10 Why We Trust

09:17 Situational Awareness

10:46 Security vs Paranoia

14:56 Money Mule Job Scam

17:49 Romance Crypto Traps

19:16 Boomer Wealth Target

20:52 Data Breaches at Scale

22:02 Loneliness Exploited

22:51 Romance Scam Reality

23:17 Why Smart People Fall

24:47 Loneliness Fuels Denial

27:06 Security Like Health

29:29 Passwords Made Simple

30:59 Core Digital Defenses

33:26 Freeze Your Credit

35:04 Layered Protection Tools

36:23 VPNs and Device Updates

38:03 Resources and Wrap Up

Key Links

• https://protectnowllc.com/

• The Security Guy & CIA Spy Podcast

• Identity Theft Privacy: Security Protection and Fraud Prevention

• Robert Siciliano (@robertsiciliano) • Instagram photos and videos

• Robert Siciliano: Cyber Security Speaker & Personal Security Expert (@CyberAwarenessExpertSpeaker) • Facebook

• Robert Siciliano CSP, CSI, CITRMS - YouTube

• Robert Siciliano - #1 Best Selling Author & Cyber Security Speaker | LinkedIn

• Robert Siciliano (@robert_siciliano) | TikTok

• Robert Siciliano (@robertsiciliano) • Threads, Say more

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