Household CFO
FORUM Credit UnionWelcome to the Household CFO podcast, hosted by Benji Banks & Shaun Irwin and powered by FORUM Private Client Group. The purpose of this podcast is to help listeners understand and consider their unique goals and different trade-offs involved in the financial decision-making process.
| Publishes | Monthly | Episodes | 27 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessBusiness NewsNews | |||
Listen to this Podcast
Latest Episodes
Hosts Shaun and Benji welcome guest David Rieck, President of Crown Hill Heritage Foundation. Tune in as they celebrate the architectural, cultural, and natural heritage of Indy's oldest urban greenspace, Crown Hill Cemetery. To learn more about Crow... more
Hosts Shaun and Benji gathered book recommendations from FORUM colleagues and leaders within our community to bring you an exciting summer reading list! You can find all of our book recommendations here: www.amazon.com/hz/wishlist/ls/3S610XTH... more
Tune in with Benji and Shaun as they highlight key career planning insights from previous episodes and answer questions from Household CFO listeners.
Disclosure: This material is provided for informational purposes only and is prepared without rega... more
Tune in with Benji, Shaun, and special guest Suzanne Boatright of Targeted Career Solutions for a continued conversation about all things career planning! If you would like to learn more about Targeting Career Solutions, visit their website at www.ta... more
Tune in with Benji, Shaun, and special guest Suzanne Boatright of Targeted Career Solutions to talk about all things career planning! If you would like to learn more about Targeting Career Solutions, visit their website at www.targetedcareersolutions... more
Tune in as Benji and special guest Apollo Lupescu, Vice President at Dimensional Fund Advisors, give a market review and outlook for 2026. Disclosure: This material is provided for informational purposes only and is prepared without regard to the inv... more
Welcome to Season Two of Household CFO! Tune in as Benji and Shaun share a sneak peek of what's to come in 2026. Contact us at pcg@forumpcg.com. Disclosure: This material is provided for informational purposes only and is prepared without regard to t... more
In this episode Shaun and Benji talk with Clark Collier, CAP, Director of Giving Strategies at Central Indiana Community Foundation, about charitable giving and strategies to include it in your financial plan.
Disclosure: This material is provided ... more
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Frequently Asked Questions About Household CFO
What is Household CFO about and what kind of topics does it cover?
This show centers on practical financial decision-making for households, blending investing insights with everyday money-management topics. Across episodes, listeners hear frameworks for long-term planning, retirement considerations, and strategic budgeting, often anchored by guest experts and practitioners who translate complex concepts into actionable steps. The format frequently covers market context, debt management, tax and estate planning, and decision-making around major purchases such as homes and cars, with hosts guiding conversations toward disciplined, values-driven financial outcomes. A notable strength is the mix of formal investing guidance with accessible, real-world scenarios—making it useful for both financial professionals... more
Where can I find podcast stats for Household CFO?
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How many listeners does Household CFO get?
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What are the audience demographics for Household CFO?
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How many subscribers and views does Household CFO have?
To see how many followers or subscribers Household CFO has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to Household CFO?
These podcasts share a similar audience with Household CFO:
1. Smarter Money Life
2. The IBJ Podcast with Mason King
3. Business & Beyond with Gerry Dick
How many episodes of Household CFO are there?
Household CFO launched 2 years ago and published 27 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Household CFO?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for Household CFO?
Rephonic pulls ratings and reviews for Household CFO from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for Household CFO?
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What guests have appeared on Household CFO?
Recent guests on Household CFO include:
1. David Rieck
2. Suzanne Boatright
3. Apollo Lupescu
4. Apollo Lepescu
5. Clark Collier
6. Cozy Whitman
7. Cozy Wittman
8. Mike Senn
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.