CFO at Home
Business & Finance
About
Are your family finances not where you want them to be? That's because you don't have a CFO at home! Certified Personal Financial Wellness Consultant Vince Carter and his amazing guests discuss Personal Finance fundamentals and ways to better navigate the relational aspects of money to help listeners become the CFO at THEIR home!Want to be a guest on CFO at Home? Send Vince Carter a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500
Episodes
- 246. Relationship Skills, Communication, and Money Conversations
On this episode of CFO at Home, Vince's guest is relationship coach Brett Jones. Brett and Vince discuss relationship skills. and how communication breakdowns—especially around money—can drive conflict and even divorce. Brett shares the st…
- 245. Money Fights, Money Stories, and Better Couple Communication
Marriage counselor Raffi Bilek explains that financial disagreements in couples are frequently symptoms of underlying issues such as anxiety or resentment. He outlines a process to help couples navigate conflict by fostering empathy and un…
- 244. Principles, Faith, and Personal Finance for the Working Class - Part 2
In part two of this episode of CFO at Home, Vince concludes his conversation with Dr. Mark L. Teague, author of A Working Man·s Guide. They discuss how a rational framework can lead skeptics to faith, humility, and personal responsibility,…
- 243. Principles, Faith, and Personal Finance for the Working Class
Dr. Mark Teague joins CFO at Home to discuss his book, 'A Working Man's Guide,' which focuses on applying bedrock principles, morals, and faith to career and financial management for families. The conversation explores his agricultural bac…
- 242. Debt Relief and Consumer Rights
Efstathios Georgiou joins CFO at Home to discuss managing debt, distinguishing between consolidation and settlement, and consumer rights in debt collection. The episode covers negotiating tactics, debt validation, and financial literacy po…
- 241. Creating Wealth Amid the Noise: Long-Term Investing, Discipline, and Empowerment - Part 2
Vince and Mario Sicari conclude their discussion on long-term investing and wealth creation. The episode covers teaching money lessons to children, the value of communication and networking, and strategies for ignoring market noise to buil…
- 240. Creating Wealth Amid the Noise: Long-Term Investing, Discipline, and Empowerment - Part 1
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 ins…
- 239. Developing Your Own Investing Style
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 th…
- 238. Rich by Choice, Turning Money Stress into a Designed Life - Part 2
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 th…
- 237. "Rich by Choice": Turning Money Stress into a Designed Life - Part 1
On this episode of CFO at Home, Vince·s guest is Dr. Nicholas E. Michels, Amazon bestselling author, public speaker, founder of Michels Family Financial, and creator of the ·Rich by Choice· movement. Nick shares how his parents' divorce at…
- 236. Couples and Money Dynamics Part 2 - Balancing Money Goals
On this episode of CFO at Home, Vince wraps up his conversation with Elizabeth George, a Dallas-based financial strategist whose focus is guiding women through transitions such as divorce, death of a spouse, and marriage. This time around…
- 235. Couples and Money Dynamics Part 1 - Financial Independence and Values-Based Planning
On this episode of CFO at Home, Elizabeth George, a Dallas-based financial strategist and former private banker, shares her personal journey of reaching financial independence, and using her freedom to build an advice-only consulting pract…
- 234. New Money, New Problems, Advice for First-Generation High Earners
On this episode of CFO at Home, Vince's is Brenton Harrison, founder of the advisory firm New Money, New Problems. Brenton shares his own experience growing up with an ER-physician father and nurse mother who were high-earners but struggle…
- 233. Think Like a CFO, A Smarter Way to Plan and Pay for College
On this episode of CFO at Home, Vince and Paul Compeau from Bridgewise Financial Partners discuss applying a ·think like a CFO· mindset to college planning. Paul shares some of his own personal missteps throughout his college planning proc…
- 232. A Blueprint for Financial Success and Generational Wealth Part 2 - Managing your Money like a Business
On this episode of CFO at Home, Vince wraps up his conversation with Albert Butler, CPA, MBA, and author of 'Life:, Truth, Love, Loss, Success, and Failure·. This time around Albert and Vince dive into practical budgeting tips, the value o…
- 231. A Blueprint for Financial Success and Generational Wealth Part 1 - Family, Purpose, and Transparency
On this episode of CFO at Home, Vince's guest is Albert Butler, CPA, MBA, and author of 'Life:, Truth, Love, Loss, Success, and Failure·. Albert and Vince discuss his inspiration and journey writing the book, and explore the impact of valu…
- 230. Understanding our Financial Tendencies
On this episode of CFO at Home, Vince·s guest is Scott MacKenzie, author of The Lobster League, A Fable About Personal Finance. Scott and Vince dive into the concept of the book, which is designed as a fable to teach personal financial les…
- 229. Gen Z - Budgeting, Debt, and Investing
On this episode of CFO at Home, Vince continues his conversation with financial experts Steve Short and Mark Schlipman, authors of ·The Simple Road Toward Financial Freedom·, a #1 Amazon bestseller with a foreword by Will Ferrell. This tim…
- 228. How Gen Z can achieve Financial Freedom Part 1 - Advice for Parents
On this episode of CFO at Home, Vince·s guests are Steve Short and Mark Schlipman, authors of ·The Simple Road Toward Financial Freedom·, a #1 Amazon bestseller with a foreword by Will Ferrell. Steve and Mark recount how their own experien…
- 227. Money Management for Military Members
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…
- Quick Take - So long 2025, here's to 2026!
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 t…
- 226. Demystifying Money, Becoming Financially Empowered
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 di…
- 225. Level Up your Finances Part 2 - Commitment, Momentum, and the Path to Financial Freedom
On this episode of CFO at Home, Vince wraps up his conversation with financial coach Justin Bennett. This time, Justin and Vince dive deep into two critical stages of financial growth, focusing on commitment and momentum. Justin emphasizes…
- 224. Level Up your Finances Part 1 - Breaking the Cycle
On this episode of CFO at Home, Vince·s guest is Justin Bennett, a financial coach with a remarkable story of overcoming his own financial challenges, including how he overcame being over $100,000 in debt, to achieve financial freedom. Wit…
- 223. Love, Money, and Wealth in Relationships Part 2
On this episode of CFO at Home, I wrap up my conversation with Suzanne Leydecker, lifelong philanthropist and author of "A Woman on Top: My Journey Through Self Discovery Through Love and Money." This time around Suzanne continues to share…
- 222. Love, Money, and Wealth in Relationships Part 1
On the next two episodes of CFO at Home, Vince's guest is Suzanne Leydecker, a lifelong philanthropist and author of "A Woman on Top: My Journey Through Self Discovery Through Love and Money." Suzanne opens up about her experiences of inhe…
- 221. Life, Legacy, and Finances
On this episode of CFO at Home, Vince and his guest, Kyle Gabhart, author of "Legends Don't Retire and Neither Should You"., discuss creating a meaningful legacy, financial and otherwise. They discuss the importance of living a meaningful…
- 220. Lessons from Generational Wealth Part 2 - The Real Secrets of the Wealthy
This episode of CFO at Home is Part 2 of Vince·s conversation with Chase Collins, Certified Master Life Coach and author of "Trust Your Trust Fund." This time out Chase and Vince explore the often misunderstood dynamics of wealth and the m…
- 219. Lessons from Generational Wealth Part 1
On this episode of CFO at Home, Vince·s guest is Chase Collins, a Certified Master Life Coach and author of "Trust Your Trust Fund." Chase shares his unique perspective on generational wealth, drawing from his own experiences as a fifth-ge…
- 218. Monetize Your Mindset Part 2: Evaluating Your Side Hustle Choices
This episode of CFO at Home is Part 2 of Vince·s conversation with Bart Merrill, entrepreneur and author of "Monetize Your Mindset." This time around Bart shares his journey through various ventures, from bungee jumping to dog training to…
- 217. Monetize Your Mindset Part 1: Turning Life Experiences into Income
This episode of CFO at Home is Part 1 of Vince·s discussion with Bart Merrell, an entrepreneur and author of "Monetize Your Mindset." Bart and Vince discuss his journey of creating financial security through the monetization of personal ex…
- 216. Managing Your Digital Legacy
On this episode of CFO at Home, Vince's guest is Pravat Lall, the founder of SmartHeritance, a platform dedicated to preserving digital legacies. Pravat and Vince discuss the concept of digital legacy, the importance of keeping estate plan…
- 215. Navigating Elder Care Part 2 - Long Term Care Insurance
This episode of CFO at Home is Part 2 of Vince's conversation with Aaron Miller, an elder law attorney who this time around shares his perspective on long-term care insurance. Aaron discusses the critical importance of planning for potenti…
- 214. Navigating Elder Care Part 1 - Protecting Your Family's Wealth and Well-being
On this episode of CFO at Home, Vince·s guest is Aaron Miller, an elder law attorney whose personal experiences have shaped his passion for helping families navigate the complexities of estate planning and elder care. Aaron shares his pers…
- 213. The Investor's Golden Playbook Part 2 - Mastering the Mindset for First Generation Wealth
This episode of CFO at Home is part 2 of Vince·s conversation with Frank Buchholz, a seasoned financial expert and author of The Investor·s Golden Playbook: 12 Rules for Achieving Real Wealth. This time around Frank and Vince dive into the…
- 212. The Investor's Golden Playbook Part 1 - How a Financial Expert Built Wealth and a Legacy
On this episode of CFO at Home, Vince's guest is Frank Buchholz, a seasoned financial expert with over 40 years of experience, and the author of The Investor's Golden Playbook, 12 Rules for Achieving Real Wealth. Frank shares his personal…
- 211. 7 Basic Wealth Strategies Part 2 - Navigating Debt and Cash Flow
On this episode of CFO at Home, Vince continues his conversation with Victor Idoko, wealth strategist and author of '7 Basic Wealth Strategies'. Victor and Vince dive into how the 7 Basic Wealth Strategies are applicable specifically to th…
- 210. 7 Basic Wealth Strategies
In this episode of CFO at Home, Vince's guest is Victor Idoko, wealth strategist and author of 7 Basic Wealth Strategies. Vince and Victor discuss the importance of a holistic approach to wealth management, and walk through the seven strat…
- 209. Transforming Adversity into Wisdom - A Financial Coach's Personal Insights on Managing Money
On this episode of CFO at Home, Vince·s guest is Paris Cluff, a Certified Financial Educator and Coach. Paris shares his journey from a corporate career, to becoming a financial advisor and educator, all while navigating his own personal f…
- 208. Breaking Free from Paycheck to Paycheck Living Part 2 - The Five-Step Savings Plan
This episode is Part 2 of Vince's discussion with Paul Craan, author of 'How to Be Financially Free'. This time around Paul shares his personal journey from being a person who spent all of his extra income, to discovering a unique savings…
- 207. Breaking Free from Paycheck to Paycheck Living Part 1 - Mindset, Gratitude, and Challenging Conventional Financial Wisdom
On this episode of CFO at Home, Vince's guest is Paul Craan, author of 'How to Be Financially Free.' Paul and Vince explore the concepts of financial freedom and independence, Paul's thoughts on how to transition from relying solely on act…
- 206. Creating a Lasting Financial Legacy
This episode of CFO at Home is Part 2 of Vince's conversation with Christopher Wilson, author of 'How to Make Your Nest Egg Last a Lifetime. This time around Chris and Vince discuss building a financial legacy. Chris shares insights from h…
- 205. Reviving Investment Clubs: Strategies for Young Investors
On this episode of CFO at Home, Vince's guest is Christopher Wilson, author of 'How to Make Your Nest Egg Last A Lifetime.' Chris and Vince discuss the resurgence of investment clubs, especially for young people looking to build wealth. Ch…
- 204. The New Job Search Playbook: Mastering the Interview, Strategies to Stand Out and Succeed
On this episode of CFO at Home, Vince continues his conversation with Amy Adler, President of Five Strengths Career Transition Experts, this time focusing on job interviews. Amy and Vince explore the critical steps in preparing for intervi…
- 203. The New Job Search Playbook: Resumes, LinkedIn, and AI
This episode of CFO at Home is part 1 of Vince's conversation with Amy Adler, President of Five Strengths Career Transition Experts, a firm specializing in resume writing for executives and their teams. In this part of their conversation,…
- Quick Take - The 7 Money Personalities: A Guide for Couples
In this episode of CFO at Home, Vince delves into the fascinating world of behavioral finance, particularly focusing on the concept of The 7 Money Personalities as introduced by Ken Honda in his book "Happy Money." Vince explains how under…
- 202. The 8 Decisions That Could Make or Break Your Retirement Part 2
On this episode of CFO at Home, Vince continues his discussion with Mel Stubbs, author of "Your FERS Federal Retirement: The 10 Decisions that Will Make or Break Your Retirement." Their focus shifts to the critical Social Security decision…
- 201. The 8 Decisions That Could Make or Break Your Retirement Part 1
On the next 2 episodes of CFO at Home, Vince's guest is Mel Stubbs, author of "Your FERS Federal Retirement: The 10 Decisions that Will Make or Break Your Retirement," to discuss key decisions that can shape our retirements. In this episod…
- 200. Financial Fees Explained: Navigating the Costs of Investment Advice
This episode of CFO at Home is Part 2 of Vince's conversation with Certified Financial Planner Filip Telibassa. This time, Filip and Vince tackle the topic of investment fees; the significant impact that fees can have on long-term investme…
- 199. Layoff Preparedness: Building Resilience and Financial Security
On this episode of CFO at Home, Vince sits down with Pav Lertjitbanjong, a career and financial resilience expert, and self-made millionaire, to discuss the critical topic of preparing for layoffs and career setbacks. Pav shares her person…