On this episode of CFO at Home, Vince·s guest is Mario Sicari, Managing Partner at BGS Capital Management, about his book The Art of Creating Wealth: A Millennial, Gen Z, and Gen X Guide to Navigating Life Struggles. Mario explains his inspiration for writing the book, and why he advocates for long-term investing, dollar-cost averaging into broad funds (e.g., S&P 500), and learning investment basics like 401(k)s, Roth options, and time value of money. For more on Mario; his book, and his business, go to bgscapitalmanage.com

04:33 Why People Fear Investing

08:14 Robinhood and Meme Stock Hype

10:01 Index Funds and Fiduciary Advice

11:07 Distraction Economy and Money Basics

15:26 Marathon Mindset Over Trading

19:59 Inspiring Others and a Son's Savings Plan

25:24 Coaching Into a Career Path

26:13 Employee Mindset Parenting

Key Links:

• The Art of Creating Wealth

• https://www.bgscapitalmanage.com/

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

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

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