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