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CFO at Home

Business & Economics Podcasts

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

Location:

United States

Description:

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

Language:

English


Episodes
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226. Demystifying Money, Becoming Financially Empowered

12/1/2025
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

Duration:00:38:25

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225. Level Up your Finances Part 2 - Commitment, Momentum, and the Path to Financial Freedom

11/24/2025
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 that true change begins with a firm commitment to financial goals, illustrated through true stories of clients overcoming obstacles. They explore the importance of alignment in couples' financial journeys, the necessity of regular communication to foster shared goals, and how small victories can create a ripple effect, leading to significant financial freedom. For more insights from Justin, check out his work at levelupyourfinances.com Key Topics: The Importance of Commitment in Financial Planning Transformative Stories of Client Success Aligning Financial Goals in Relationships The Role of Communication in Overcoming Financial Challenges Building Momentum Towards Financial Freedom Strategies for Creating Generational Wealth Key Links: Level Up Your Finances - levelupyourfinances.com Strong Tower Consulting - strongtowerconsulting.com Justin on Instagram Justin on 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

Duration:00:33:32

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224. Level Up your Finances Part 1 - Breaking the Cycle

11/17/2025
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. With a focus on awareness and knowledge, Justin outlines the first two levels of his proven system for financial success, emphasizing the importance of tracking expenses and budgeting proactively. Through sharing stories and practical advice, Justin provides inspiration to take control of your finances and make informed decisions. For more insights from Justin, check out his work at levelupyourfinances.com Key Topics: The Journey from Debt to Financial Freedom Understanding the Impact of Daily Financial Choices The Importance of Awareness in Financial Management Budgeting: Proactive vs. Reactive Approaches Real-Life Examples of Financial Transformation Steps to Achieve Financial Freedom Key Links: Level Up Your Finances JustinBennettFinances | Facebook Justin Bennett (@justinbennettfinances) • Instagram Linkedin.com/in/justinbennettfinances/ Contact the Host - vince@thecfoathome.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

Duration:00:32:07

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223. Love, Money, and Wealth in Relationships Part 2

11/10/2025
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 her personal evolution with money, detailing her experiences from a young marriage to navigating life as a single mother. She discusses the complexities of wealth, self-worth, and the journey toward happiness, emphasizing that financial status does not determine personal value. Through her story, Suzanne illustrates the importance of self-care, philanthropy, and the power of giving back. For more about Suzanne and her work, visit SuzanneLeydecker.com. Key Topics: Evolving Relationship with Money: From Marriage to Independence The Connection Between Self-Worth and Net Worth Philanthropy and the Joy of Giving Understanding Gender Dynamics in Financial Conversations Practical Tips for Overcoming Financial Anxiety The Importance of Self-Discovery in Relationships Key Links Suzanne Leydecker - suzanneleydecker.com A Woman on Top: My Journey of Self-Discovery Through Love and Money: Leydecker, Suzanne Suzanne Leydecker (@suzanneleydecker) • Instagram Suzanne Leydecker - LinkedIn :Suzanne Leydecker - 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

Duration:00:27:45

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222. Love, Money, and Wealth in Relationships Part 1

11/3/2025
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 inheriting money, and how it·s shaped her understanding of love and finances. She also reflects on the complexities that arise when women possess greater income and the impact it can have on personal relationships, the connections between love and money, and her personal story of growing up in a family with contrasting views on money and how those experiences influenced her own financial habits and choices in relationships. For more about Suzanne and her work, visit her website SuzanneLeydecker.com. Key Topics: Navigating Wealth and Relationships The Impact of Inheritance on Personal Identity Understanding Sudden Wealth Syndrome Communication as a Key to Financial Harmony The Role of Women in Wealth Management Personal Responsibility and Financial Empowerment Key Links Suzanne Leydecker - suzanneleydecker.com A Woman on Top: My Journey of Self-Discovery Through Love and Money: Leydecker, Suzanne Suzanne Leydecker (@suzanneleydecker) • Instagram Suzanne Leydecker - LinkedIn Suzanne Leydecker - 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

Duration:00:32:46

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221. Life, Legacy, and Finances

10/27/2025
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 life in the present, and how wealth can amplify influence but is not the essence of one's legacy. Kyle also challenges the conventional notion of retirement, advocating instead for a life of engagement and purpose throughout our lives, and shares strategies for integrating passion into our lives while preparing for the future. For more about Kyle and his work, visit KyleGabhart.com. Key Topics: The Meaning of Legacy: Living vs. Leaving Challenging Conventional Retirement Notions The Importance of Community and Engagement Balancing Financial Planning with Life Fulfillment Understanding the Role of Wealth in Legacy Strategies for a Holistic Approach to Budgeting Key Links: Kyle Gabhart.com Legends Don't Retire and Neither Should You Kyle Gabhart | LinkedIn Bluegrass Legacy Group | 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

Duration:00:29:30

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220. Lessons from Generational Wealth Part 2 - The Real Secrets of the Wealthy

10/20/2025
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 mindset that surrounds it. They dive into common misconceptions about the wealthy, such as the belief that money solves all of our problems, and discuss the stigmas faced by those who inherit wealth. Chase shares insights on the importance of mindset, emphasizing the difference between operating from a place of scarcity versus abundance. Vince and Chase also tackle the notion of doing what you love and how that intersects with financial success, the role of networking, the impact of societal inequalities, and the traits that distinguish financially successful individuals from those who struggle. For more about Chase and his work, visit TheTrustFundCoach.com. Key Topics: Debunking Myths About Wealth and Inheritance The Impact of Mindset on Financial Success Understanding Scarcity vs. Abundance Mentality Networking and Its Role in Building Wealth The Relationship Between Passion and Financial Success Insights on Philanthropy and Generosity Among the Wealthy Key Links TheTrustFundCoach.com Trust Your Trust Fund Chase Collins (@trustfundcoach) • Instagram Chase Collins | LinkedIn Contact the Host - vince@thecfoathome.com Check out full video of the podcast on YouTube! - CFO at Home on YouTube Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x84079330903067250

Duration:00:27:13

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219. Lessons from Generational Wealth Part 1

10/13/2025
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-generation inheritor. Vince and Chase discuss the challenges faced by those who inherit wealth, including feelings of entitlement, the importance of building a life of purpose, and the psychological impact of sudden wealth syndrome and how it can affect relationships and personal well-being. For more about Chase and his work, visit TheTrustFundCoach.com. Key Topics: Understanding Generational Wealth and Its Challenges The Importance of Purpose and Fulfillment Sudden Wealth Syndrome: Psychological Impacts Finding Clarity and Direction with Inherited Money Redefining Wealth: Beyond Material Possessions Building a Legacy: Lessons for First-Generation Wealth Builders Key Links TheTrustFundCoach.com Trust Your Trust Fund Chase Collins (@trustfundcoach) • Instagram Chase Collins | LinkedIn Contact the Host - vince@thecfoathome.com Check out full video of the podcast on YouTube! - CFO at Home on YouTube Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

Duration:00:26:10

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218. Monetize Your Mindset Part 2: Evaluating Your Side Hustle Choices

10/6/2025
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 poker, illustrating the importance of evaluating choices and knowing when to pivot. They also discuss the value of creating dual lists of what you enjoy and what comes easy to you as a tool to use in evaluating side hustle choices, and the value of mentorship and how it can guide decision-making. Bart also introduces his resource, "25 for 25," a guide to successful side hustles, aimed at inspiring budding entrepreneurs looking to make their first step. For more information about Bart and Monetize Your Mindset, visit BartMerrell.com Key Topics: Evaluating Your Choices in Entrepreneurship The Importance of Passion vs. Practicality Mentorship in Business Decisions When to Pivot: Knowing When to Move On Introduction to 25 for 25: Successful Side Hustles The Role of Storytelling in Entrepreneurship Key Links BartMerrell.com https://offer1.bartmerrell.com/25for25 Bart Merrell Facebook https://www.youtube.com/@BartMerrell https://www.linkedin.com/in/bart-merrell-2440148/ 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

Duration:00:23:02

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217. Monetize Your Mindset Part 1: Turning Life Experiences into Income

9/29/2025
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 experiences and knowledge, starting with his upbringing on a pig farm, where he learned the value of entrepreneurship from his father, and how that foundation led him to explore various business ventures, including a mobile disco and bungee jumping. Bart emphasizes the importance of recognizing opportunities in everyday life and discusses how he helps others identify their ideal side hustles through a structured system of questions. For more information about Bart and Monetize Your Mindset, visit BartMerrell.com Key Topics: Inspiration Behind Bart's Entrepreneurial Journey Monetizing Personal Experiences for Financial Security The Importance of Recognizing Opportunities Creating a System to Identify Side Hustles Lessons from Dog Training and Overcoming Challenges Key Links BartMerrell.com https://offer1.bartmerrell.com/25for25 Bart Merrell Facebook https://www.youtube.com/@BartMerrell https://www.linkedin.com/in/bart-merrell-2440148/ 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

Duration:00:31:36

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216. Managing Your Digital Legacy

9/22/2025
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 planning documents updated, and the need to integrate digital assets into estate planning. Pravat also highlights the challenges of managing digital footprints, cybersecurity measures needed to protect sensitive information, and the emotional significance of digital legacies, including social media. For more information about Pravat and SmartHeritance, visit SmartHeritance.com. Understanding Digital Legacy Challenges in Traditional Estate Planning The Importance of Keeping Estate Plans Updated Unclaimed Assets and Digital Footprints The Role of Digital Assets in Modern Estate Planning Security Concerns in Digital Legacy Emotional and Practical Aspects of Digital Legacy Advice for First Generation Wealth Builders Key Links SmartHeritance.com SmartHeritance - Linkedin SmartHeritance - 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

Duration:00:30:00

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215. Navigating Elder Care Part 2 - Long Term Care Insurance

9/15/2025
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 potential healthcare costs, particularly as they relate to aging and unexpected illnesses. He recounts personal experiences that highlight the financial strain families face when care is needed, emphasizing how long-term care insurance can serve as a vital tool for asset protection. Aaron also explores the evolving landscape of long-term care products, including hybrid policies that offer benefits even if care is never needed.. For more information about Aaron and his services, visit aaronmillerlaw.com Key Topics: The Importance of Long-Term Care Insurance in Asset Protection Personal Stories Highlighting the Financial Impact of Care Costs Understanding the Evolving Landscape of Long-Term Care Products Strategies for Effective Planning: Timing and Health Considerations How to Approach Financial Advisors About Long-Term Care Insurance Key Links Miller Law Office, PLLC https://www.facebook.com/MillerLawOfficePLLC/ Aaron Miller - Miller Law Office, PLLC | LinkedIn Miller Law Office, PLLC - YouTube 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

Duration:00:21:35

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214. Navigating Elder Care Part 1 - Protecting Your Family's Wealth and Well-being

9/8/2025
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 personal story, then they get into the importance of understanding the financial implications of aging, including misconceptions surrounding Medicare and Medicaid, and the necessity of proactive planning. Aaron discusses various options for funding care, including private pay, long-term care insurance, and government benefits, while also shedding light on common myths on the subjects. For more information about Aaron, visit aaronmillerlaw.com Key Topics: Aaron's Transition to Elder Law: Personal Motivations Understanding Medicare vs. Medicaid: What You Need to Know The Importance of Planning for Long-Term Care Common Misconceptions About Government Benefits Strategies for Funding Care: Private Pay, Insurance, and More Navigating the Medicaid Look-Back Period: What to Avoid Key Links Miller Law Office, PLLC https://www.facebook.com/MillerLawOfficePLLC/ Aaron Miller - Miller Law Office, PLLC | LinkedIn Miller Law Office, PLLC - YouTube 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

Duration:00:24:11

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213. The Investor's Golden Playbook Part 2 - Mastering the Mindset for First Generation Wealth

9/1/2025
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 foundational principles of building first-generation wealth, focusing on key concepts from Frank's book, the importance of developing a prosperity mindset, discussing how mindset shapes financial success and the actionable steps to cultivate it. Frank shares insights from his experiences with clients, emphasizing the significance of paying yourself first through retirement accounts and the necessity of keeping your money protected from scams. For more information about Frank and his book, visit investorsgoldenplaybook.com. Key Topics: The Importance of a Prosperity Mindset in Wealth Building Paying Yourself First: Maximizing Retirement Contributions Protecting Your Wealth: Understanding Financial Scams Lessons from Frank’s Most Memorable Clients Automating Savings: The Modern Approach to Wealth Accumulation Key Links: Investors Golden Playbook Contact - Investors Golden Playbook 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

Duration:00:22:23

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212. The Investor's Golden Playbook Part 1 - How a Financial Expert Built Wealth and a Legacy

8/25/2025
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 financial journey, building an impressive retirement savings of over $8 million, beginning with modest contributions to his 401(k) in the early 1980s. He discusses the importance of maxing out contributions, the critical decisions he made during market downturns, and the lessons learned from navigating the Great Recession. Frank also emphasizes the significance of understanding investment strategies and the need for guidance in today’s investment landscape. For more about Frank and The Investor’s Golden Playbook, visit investorsgoldenplaybook.com Key Topics: Frank's Journey: From $2,000 Contributions to $8 Million in Savings The Importance of Maxing Out Your 401(k) Navigating Market Downturns: Lessons from the Great Recession The Shift from Pensions to 401(k)s: A New Era of Retirement Planning Building a Legacy: Passing Wealth and Knowledge to the Next Generation Understanding the Need for Investment Guidance Key Links: Investors Golden Playbook Contact - Investors Golden Playbook 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

Duration:00:23:31

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211. 7 Basic Wealth Strategies Part 2 - Navigating Debt and Cash Flow

8/18/2025
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 those struggling to manage their finances. Victor shares his observations on the challenges faced by those living paycheck to paycheck, emphasizing the critical role of cash flow management and the dangers of bad debt. He outlines practical steps for tackling debt effectively and discusses the importance of creating a sustainable cash flow plan that allows individuals to enjoy life while working towards financial stability. For more about Victor and his resources, visit cfvservices.com.au/resources Key Topics: Applying Wealth Strategies to All Financial Situations Understanding Bad Debt and Its Impact Strategies for Quick Debt Elimination Creating a Sustainable Cash Flow Plan Budgeting for Different Life Stages Success Stories: Transforming Financial Lives Key Links: https://cfvservices.com.au/ CFV Advisory - Wealth and Financial Planning - Facebook Victor Idoko - Financial Adviser (@iamvictoridoko) • Instagram photos and videos victoridoko (@victoridokowlthadv) | TikTok Victor Idoko, CFA - 7 Basic Wealth Strategies | LinkedIn Victor Idoko - Elevate Your Wealth & Fin. Adviser - YouTube 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

Duration:00:26:25

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210. 7 Basic Wealth Strategies

8/11/2025
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 strategies outlined in his book, which serve as a roadmap for anyone looking to enhance their financial well-being, regardless of their current financial status. We also discuss common biases that affect financial decision- making, the significance of tailored cash flow management, and the critical need for a mindset shift when it comes to budgeting. To learn more about Victor and the 7 Basic Wealth Strategies, go to cfvservices.com.au/resources Key Topics: Victor's Journey in Personal Finance The Motivation Behind 'Seven Basic Wealth Strategies' Overview of the Seven Basic Wealth Strategies Understanding and Overcoming Financial Biases The Importance of Tailored Cash Flow Management Shifting Mindsets Around Budgeting and Spending Key Links https://cfvservices.com.au/ CFV Advisory - Wealth and Financial Planning - Facebook Victor Idoko - Financial Adviser (@iamvictoridoko) • Instagram photos and videos victoridoko (@victoridokowlthadv) | TikTok Victor Idoko, CFA - 7 Basic Wealth Strategies | LinkedIn Victor Idoko - Elevate Your Wealth & Fin. Adviser - YouTube 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

Duration:00:23:21

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209. Transforming Adversity into Wisdom - A Financial Coach’s Personal Insights on Managing Money

8/4/2025
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 financial setbacks during the 2008 economic downturn. He candidly discusses the challenges he encountered, and how those experiences reshaped his approach to personal finance. Paris emphasizes the importance of managing, protecting, and growing wealth, and shares valuable lessons learned, including the necessity of having an emergency fund and tracking expenses effectively. Check out the conversation and discover how Paris transformed his financial philosophy, and how you can apply his lessons learned to your own financial journey. For more insights and resources, visit pariscluff.com. Key Topics: Paris's Journey from Corporate Employee to Financial Educator Facing Financial Hardship: Lessons Learned The Importance of Emergency Funds Managing, Protecting, and Growing Wealth Tracking Expenses: The Key to Financial Awareness The Transition from Budgeting to Cash Flow Statements Key Links ParisCluff.com Paris Cluff (@pariscluff) • Instagram photos and videos https://www.facebook.com/pariscluff Paris Cluff - Owner - Financial Self-Reliance | LinkedIn Paris Cluff (@pariscluff) | TikTok 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

Duration:00:30:14

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208. Breaking Free from Paycheck to Paycheck Living Part 2 - The Five-Step Savings Plan

7/28/2025
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 strategy that allowed him to build wealth steadily over time. He walks listeners through his Five-Step Savings Plan, emphasizing the importance of discipline in managing money and how this unconventional approach can help break the paycheck-to-paycheck cycle. For more insights and resources, visit paulcraan.com. Key Topics: Introduction to the Five Step Savings Plan The Importance of Discipline in Saving How Loans Against CDs Can Work for You Building Wealth Over Time: A Personal Journey Transforming Your Financial Mindset Practical Tips for Managing Everyday Expenses Key Links: Paulcraan.com How to Be Financially Free Paul Craan (@paulcraanofficial) • Instagram Paul Craan | Facebook Paulcraanofficial |TikTok Paul Craan official - YouTube Paul Craan | LinkedIn Contact the Host - vince@thecfoathome.com Want to be a guest on CFO at Home? Send Vince a message on PodMatchhere: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

Duration:00:24:48

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207. Breaking Free from Paycheck to Paycheck Living Part 1 - Mindset, Gratitude, and Challenging Conventional Financial Wisdom

7/21/2025
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 active income to building passive income streams that can cover expenses, and the importance of gratitude and happiness in the financial journey. Paul also shares his thoughts on common financial practices like budgeting and credit card usage, with Paul offering his unique perspective on why traditional budgeting may not be the best approach. For more on Paul and his work, visit paulcraan.com Key Topics: The Difference Between Financial Freedom and Financial Independence The Importance of a Positive Money Mindset Building Passive Income Streams The Role of Gratitude in Financial Happiness Rethinking Budgeting: A New Approach to Managing Finances Smart Credit Card Usage and Its Impact on Financial Health Key Links: Paulcraan.com How to Be Financially Free Paul Craan (@paulcraanofficial) • Instagram Paul Craan | Facebook Paulcraanofficial |TikTok Paul Craan official - YouTube Paul Craan | 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

Duration:00:24:24