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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! 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!

Are your family finances not where you want them to be? That's because you don't have a CFO at home! 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!

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! 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!

Language:

English


Episodes

80. Saving, Spending, and Debt from a Biblical Perspective

5/18/2022
When it comes to the subject of faith, the church, and money, too often the images that come to mind aren’t exactly positive. Today on CFO at Home Vince talks with Scott LaPierre, a Pastor who is dedicated to teaching sound, practical biblical money principles through his sermons, podcast, blog, and most recently his new book, Your Finances God’s Way, A Biblical Guide to Making the Best Use of Your Money. Check out the conversation where we discuss Scott’s views on the bedrock financial...

Duration:00:32:02

79. Managing your Fear as an Investor

3/30/2022
John Stoj spent over two decades as an investment banker and money manager before striking out on his own after the 2008-2009 financial crisis. Today, he mentors people through providing them with financial & strategic advice. On this episode of CFO at Home, John and Vince discuss the role that fear plays in our investing lives; fear of missing out, fear of staying the course, and more Key Takeaways Fear is not a terribly good driver of any life decisions, including financialBe honest and...

Duration:00:39:18

78. Developing a Spending Plan to Build Wealth

3/23/2022
Walli Miller is a financial coach and money mentor who went from overspending and compulsive shopping to being debt-free and building a multiple six-figure investment portfolio. After gaining control of her finances and creating a plan, Walli is on her way to being work-optional before the age of 40. On this episode of CFO at Home, Walli and Vince discuss developing and managing a spending plan, what it means to become “work optional”, and more. Key Takeaways Paying your first allowing...

Duration:00:49:44

77. Stages of Financial Independence

3/16/2022
Chris Mamula documented his path to Financial Independence for several years before achieving his own FI goals and leaving his career as a Physical Therapist at age 41. Today, he regularly writes about Financial Independence while expanding the conversation around retirement at CanIRetireYet.com. He’s also the author of the book, Choose FI. On this episode of CFO at Home, Chris and Vince discuss his personal definition of Financial Independence, the stages of Financial Independence outlined...

Duration:00:31:40

76. Approaching College Choice Like a Business

3/9/2022
Shellee Howard is a Certified Educational Planner and the Founder/CEO of College Ready, where she fulfills her passion for helping students get into the college that fits them best academically, financially and socially. On this episode of CFO at Home, Shellee and Vince discuss looking at college admissions like a business plan, the importance of GPAs, class choice, and extracurricular activities in the admissions process, and more. Key Takeaways Break down college like you’re writing a...

Duration:00:34:04

75. Financial Sustainability

3/2/2022
Myles Wakeham is an Australian who migrated to the US in 1989 and has since become a multi-millionaire who lives a 100% free and unconstrained life. He also hosts "The Unconstrained Podcast" where he teaches the art of Financial Sustainability to his audience. On this episode of CFO at Home, Myles and Vince discuss the concept of Financial Sustainability, potential pitfalls in the traditional retirement model, and more. Key Takeaways Financial Sustainability:You front-load work; purchase...

Duration:01:08:46

74. Financial Freedom is within your reach!

1/19/2022
Howard Dekkers’ life journey has taken him from growing up in a lower middle class family in Detroit to becoming a self made millionaire whose single passion is to help others achieve their part of the American dream through the Howard Dekkers School of Success. On this episode of CFO at Home, Howard and Vince discuss the money lessons that he learned from his father, key principles that he teaches others to help them achieve Financial Independence, and more. Key Takeaways Howard learned...

Duration:00:43:59

73. Financial Anxiety

12/1/2021
Michele Paiva is a Licensed Psychotherapist, Recovery Coach, and Certified Finance Educator with 30 years of experience in helping others to see their true value in order to springboard into a full, rich life. On this episode of CFO at Home, Michelle and Vince discuss financial anxiety, spending habits, the impact of money stories on your financial behavior, and more. Key Takeaways Financial Anxiety - Having an anxious/dysfunctional relationship with money; Identifying money as a part of...

Duration:00:43:46

72. The Dumbest Thing I’ve Ever Done with Money

11/24/2021
For this week’s episode we’re doing something a little different. Vince was recently a guest on his friend and former CFO at Home guest Suzanne Johnson’s show “Lessons Learned: The Dumbest Thing I’ve Ever Done with Money”. On that show he shared a personal story from his past involving the dumbest thing he’s ever done with money as the CFO of his home. This episode is the audio from that conversation. Episodes of “Lessons Learned: The Dumbest Thing I’ve Ever Done with Money” Grace...

Duration:00:21:37

71. Real Estate Investing, Stock Investing

11/17/2021
Jonathan Heagle is President of Mountain Vista Wealth Management, a fee-only registered investment advisor that helps pre-retirees and real estate investors achieve time and financial freedom.. On this episode of CFO at Home Jonathan and Vince compare real estate and stock investing in terms of returns, liquidity, volatility, diversification, and more. Key Takeaways Returns Long-term returns of the stock market are often quoted between 8-10%. Since 1953 residential real estate prices have...

Duration:00:45:05

70. The Basics of Investing

11/10/2021
Keisha Bailey is an experienced financial strategist, entrepreneur, and the founder of Profit Jumpstarter, an independent investment advisory and education firm. On this episode of CFO at Home, Keisha and I discuss the fundamentals of different types of investment vehicles; stocks, bonds, cryptocurrencies, real estate, and more. Key Takeaways Stocks - A security that represents the ownership of a fraction of a corporation. Benefits:DividendsPrice appreciationETFs - A bundle of stocks that...

Duration:00:35:59

69. Millionaire Traits

11/3/2021
Russ Thornton is a fee-only financial advisor with over 25 years of experience delivering personal financial advice that helps his clients achieve comfort and confidence for the future while making the most of their lives today. On this episode of CFO at Home, Russ and Vince discuss achieving millionaire status in relation to marriage, income, frugality, and more. Key Takeaways “Millionaire Next Door” stats 80% believe spouses are critical factors in their economic success. 86.3% said...

Duration:00:42:54

68. Empowering Kids Financially

10/27/2021
Marilyn Pinto is the founder of KFI Global, an education company that’s on a mission to equip more teens with the financial education skills they need to step up, play full out, and live life on their own terms. On this episode of CFO at Home, Marilyn and Vince discuss the importance of helping kids understand their money mindset, sharing your own money stories with your kids, kids and investing, and more. Key Takeaways Talk with your kids about the strategic parts of managing money(what...

Duration:00:41:48

67. Married Women and Finances

10/20/2021
Pam Prine is a Financial Advisor and co-owner of Keystone Capital Management, an investment and retirement planning firm. She is also one of the hosts of the Wow Me ( Women on Wealth Management Education) Video Podcast. On this episode of CFO at Home, Pam and Vince discuss the importance of married women being knowledgeable about their family finances, differences in how men and women view money, the difference between your financial risk tolerance and risk capacity, and more. Key...

Duration:00:26:47

66. Journey to Financial Independence

10/13/2021
Matt Pasierbek is the Host of the Journey to Freedom podcast, where he talks about world travel, finances, and success stories with people around the world. He’s also on his own personal journey to Financial Independence. On this episode of CFO at Home, Matt and Vince discuss the Financial Independence and Financial Independence Retire Early movements (FI and FIRE), Geoarbitrage, the importance of aggressive saving to achieving financial independence, and more. Key Takeaways: The following...

Duration:00:32:31

65. Teaching Kids to be Money Smart

10/6/2021
Robin Taub is a Chartered Professional Accountant by training, a professional speaker, and the author of The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life. On this episode of CFO at Home, Robin and Vince discuss challenges for parents in educating their kids about money, having age appropriate conversations with kids about money, the importance of being a good financial role model for your kids, and more. Key Takeaways Challenges for parents...

Duration:00:32:24

64. Becoming a Financial Leader in Your Home

9/29/2021
Armond Croom is a Certified Financial Planner and family man who has learned how to make the right financial decisions for his family and help others avoid the mistakes he made early on. Today, his goal is to create more financial leaders in the average American home. On this episode of CFO at Home, Armond and Vince discuss what it takes to be the financial leader in your home, characteristics each partner in a relationship needs to bring to the table when planning their family’s financial...

Duration:00:36:15

63. Talking Money across Generations

9/22/2021
Hassan Thomas is the Founder and CEO of the brand FYI FLI (For Your Information: Financial Literacy and Investing) where the mission is to promote financial literacy, and teach millennials how to manage and grow their money. On this episode of CFO at Home, Hassan and Vince discuss differences and common ground on how each of us views credit, debt, investing, and more. Key Takeaways Financial areas where Gen Z/Young Millennials need to increase their knowledge Education about creditThe...

Duration:00:41:58

62. Blending Families, Blending Finances

9/15/2021
David Mulonas is a personal finance author who has spent over 20 years as a financial coach helping those that lacked personal finance education take control of their daily lives while planning for their retirement goals. After meeting his wife Cindy, they blended their families, and rebuilt their personal and financial lives. On this episode of CFO at Home David, Cindy and Vince discuss David and Cindy’s personal journey, financial lessons learned from their experiences, and more. Key...

Duration:00:37:48

61. What Every Couple Should Know About Money and Relationships

9/8/2021
Chris Felton is an experienced retirement strategist and best-selling author and speaker, who educates couples on their relationship with finances and each other. He’s also co-written a book with his wife Marlow, titled Couples Money – What Every Couple Should Know About Money and Relationships. On this episode of CFO at Home, Chris and Vince discuss the struggles that Chris and Marlow had to overcome while blending their finances, the importance of understanding money personalities, the...

Duration:00:37:26