On this episode of CFO at Home, Vince's guest is Brian Pultro, a Navy veteran turned financial advisor. Brian shares his journey from joining the military after the 9/11 attacks to transitioning into a financial advising career. Vince and Brian discuss the benefits and challenges veterans face in financial planning, the importance of understanding military benefits, and best practices for wealth building through behavioral finance. Brian also provides valuable resources and insights for military personnel to better manage their finances and make informed investment decisions.To learn more about Brian and the services he provides, check him out at pultrofinancialmanagement.com

Key Topics:

• 00:00 Introduction and Welcome

• 01:21 Brian's Military Background

• 03:08 Transition to Financial Advisor

• 05:38 Behavioral Finance and Military

• 09:46 Financial Education in the Military

• 12:46 Investment Strategies and Advice

• 23:13 Services Offered by Pultro Financial Management

• 24:31 Conclusion and Final Thoughts

Key Links

• Simple Wealth Inevitable Wealth - 25th anniversary edition

• Pultro Financial Management

• Brian Pultro - LPL Financial | LinkedIn

• Brian Pultro - Pultro Financial Management | 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

So as I've done for the last couple of years, I'm taking a break from publishing new episodes for the month of December. New episodes will resume on Monday, January 5th. In the meantime, check out the info below on top episodes from 2025 to catch up on. Also, listen to hear plans for the podcast in 2026!

2025 Highlights:

Top Episodes Topics

1. Money Mindset

2. Wealth Building

3. Investing

Episodes on Money Mindset

• 191 | Navigating Finances with a CFO Mindset

• 193 | Hip Hop and Financial Literacy

• 195 | Improve Your Money Behavior Part 1: Understanding Procrastination and our Spending Habits

• 196 | Improve Your Money Behavior Part 2: Investing

• 197 | From Middle-Class to Millionaire

• 207 | Breaking Free from Paycheck to Paycheck Living Part 1 – Mindset, Gratitude, and Challenging Conventional Financial Wisdom

• 208 | Breaking Free from Paycheck to Paycheck Living Part 2 – The Five-Step Savings Plan

• 213 | The Investor's Golden Playbook Part 2 – Mastering the Mindset for First Generation Wealth

• 222 | Love, Money, and Wealth in Relationships Part 1

• 223 | Love, Money, and Wealth in Relationships Part 2

• 225 | Level Up Your Finances Part 2 – Commitment, Momentum, and the Path to Financial Freedom

• 185 | Child-Free Wealth: Rethinking Financial Independence

• 197 | From Middle-Class to Millionaire

• 208 | Breaking Free from Paycheck to Paycheck Living Part 2 – The Five-Step Savings Plan

• 210 | 7 Basic Wealth Strategies

• 211 | 7 Basic Wealth Strategies Part 2 – Navigating Debt and Cash Flow

• 212 | The Investor's Golden Playbook Part 1 – How a Financial Expert Built Wealth and a Legacy

• 219 | Lessons from Generational Wealth Part 1

• 220 | Lessons from Generational Wealth Part 2 – The Real Secrets of the Wealthy

• 222 | Love, Money, and Wealth in Relationships Part 1

• 225 | Level Up Your Finances Part 2 – Commitment, Momentum, and the Path to Financial Freedom

• 187 | For the Investment Curious

• 192 | Empowering Women: Investing with Confidence and Values

• 193 | Hip Hop and Financial Literacy

• 196 | Improve Your Money Behavior Part 2: Investing

• 200 | Financial Fees Explained: Navigating the Costs of Investment Advice

• 205 | Reviving Investment Clubs: Strategies for Young Investors

• 206 | Creating a Lasting Financial Legacy

• 213 | The Investor's Golden Playbook Part 2 – Mastering the Mindset for First Generation Wealth

• 226 | Demystifying Money, Becoming Financially Empowered

• 198 | Reverse Budgeting: Turning Your Finances on Their Head

• 211 | 7 Basic Wealth Strategies Part 2 – Navigating Debt and Cash Flow

• 213 | The Investor's Golden Playbook Part 2 – Mastering the Mindset for First Gen Wealth

• 199 | Layoff Preparedness: Building Resilience and Financial Security

• 214 | Navigating Elder Care Part 1 – Protecting Your Family's Wealth

On this episode of CFO at Home, Matt Marizio, lawyer, father, and entrepreneur, shares his incredible journey from playing professional baseball to becoming a founder of a registered investment advisory firm, Reconstructing Wealth. Matt discusses how his childhood experiences with money shaped his perspective and how he overcame financial adversities along the way. He also dives into the importance of understanding the 'rules of the game' when it comes to personal finance, the limitations of relying solely on financial advisors, and strategies for achieving financial freedom by emotionally detaching from money. Matt also discusses the value of aligning with advisors who share your worldview and the significance of self-education in personal finance. For more info on Matt and Reconstructing Wealth, go to Reconstructingwealth.com

02:23 From Baseball to Finance: Matt's Journey

06:56 Early Financial Lessons and Struggles

09:15 Learning the Language of Money

09:46 Balancing Family and Finance

16:09 Understanding the Rules of the Game

22:21 Choosing the Right Financial Advisor

32:16 Reconstructing Wealth: Matt's Mission

35:44 Conclusion and Final Thoughts

Key Links:

• Reconstructing Wealth

• Matt Morizio (@mattmorizio) • Instagram photos and videos

• https://www.facebook.com/matt.morizio

• Matt Morizio - CEO of Reconstructing Wealth | 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