CFO at Home

Vince Carter
  • 4.9 (32)
  • Education
  • Updated Weekly

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

  1. 3d ago

    From "Gambler" to Disciplined Investor

    On this episode of CFO at Home, Vince talks with Financial Accountability Coach and founder of Cimifly Money Cecil Williams, about how he began investing in 2008 as more of a ·gambler,· using options, margin, and day trading, before later shifting (after getting married) to a disciplined, long-term approach that helped his accounts grow significantly. Cecil describes re-learning fundamentals through an investing course, using dollar-cost averaging and auto contributions into a mix of tax-advantaged and regular accounts. He shares lessons on temperament, volatility, and aligning risk with family responsibilities, emphasizing that ·small money invested consistently beats big money invested emotionally.· Cecil also explains his CASH framework (Clarity, Accountability, Structure, Habits). For more on Cecil and access to his free resources, including the Confident Investor Blueprint, go to cimiflymoney.com 02:02 From Gambling to Investing 04:08 Accounts and Automation 07:00 Painful Lessons Learned 09:18 Risk Tolerance at Home 12:29 CASH Framework for Clarity 15:48 Start With the 401k Match 17:33 Small Money Compounds 20:21 Financial Accountability Coach 22:53 Two Core Investing Tips 27:34 Boring Investing and Fun Money 31:30 Resources and Closing Thanks Key Links: https://cimiflymoney.com/resources/ https://www.facebook.com/cimiflymoney/ https://www.instagram.com/cimifly_/ https://www.linkedin.com/in/cecilvwilliams/ 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

    36 min

  2. Jun 22

    From Fired at 63 to Millionaire by 69

    On this episode of CFO at Home, Vince talks with David Nassief, who went from being fired and nearly broke at 63, to achieving a seven-figure net worth by 69. David explains how decades of procrastination, market timing, and inconsistent 401(k) contributions left him unprepared, then describes how he rebuilt by turning off financial ·noise,· studying extensively, and creating a one-page ·Wealth Compass· with nine trail markers and five North Star principles, to stay focused and avoid shiny-object mistakes. David discusses how he attributes his results to investing a large portion of income monthly, using low-cost index funds, and taking advantage of market volatility to buy more when markets fell. They also discuss the destructive impact of fees, skepticism of market forecasts, the challenge of getting back in the market after timing exits, and David·s key tips: get out of debt, follow the money, and prioritize self-education. Check out David·s free PDF compass and book for details at onepagewealthcompass.com. Key Topics: 01:30 From Fired to Millionaire 02:22 Decades of Money Mistakes 03:24 No Plan No Future 06:06 Building the Wealth Compass 08:35 Two Funds and Volatility 14:33 Why Market Timing Fails 15:47 Job Loss and Commission Pivot 16:28 Nine Markers and Principles 20:49 Fees Advisors and Termites 25:43 Two Tips Debt and Skepticism 28:49 Education and Staying Disciplined 31:24 Book, Compass, and Final Encouragement Key Links: https://onepagewealthcompass.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

    36 min

  3. Jun 15

    Overcoming Fear of Investing: Inflation, Emergency Funds, and ETF Basics

    On this episode of CFO at Home, Vince·s guest is Dr. Danica Cicmil, a PhD in finance and financial educator, who helps beginners overcome fear of investing through basic education on subjects such as compound interest, and understanding inflation risk. Dani discusses starting your investing journey by taking a ·money snapshot,· using personal goals (travel, buying a home, or building a trust fund for children) to motivate investing without extreme deprivation, and how knowing fundamentals helps consumers evaluate financial advisors. Dani also explains the basics of investing through the use of Exchange Traded Funds (ETFs), and discusses her financial coaching which focuses on beginners·especially women. Check out Dani work on YouTube and Instagram, links are in the show notes. Key Topics: 01:06 Compound Interest and Inflation 02:37 Money Snapshot and 20% Rule 03:47 Emergency Fund Then Invest 05:21 Why Investing Matters 07:03 Too Late to Start? 10:27 Start Small and Automate 12:26 Balanced Money Mindset 14:51 50 30 20 Revisited 17:35 Job Security and Divorce 19:19 How Much to Know 24:39 ETFs Explained Simply 29:09 Bonds Costs and Inflation 30:31 Where to Follow Dani   Key Links: https://www.danicacicmil.com https://www.youtube.com/@dr.danicacicmil https://www.instagram.com/dr.danicacicmil/ https://www.linkedin.com/in/danica-cicmil-b672882a6/ https://www.tiktok.com/@dr.danica.cicmil 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

    36 min

  4. Jun 8

    Defending Your Wealth: AI Deepfakes, Modern Scams, and Simple Cybersecurity Steps

    On this episode, Vince talks with private investigator and cybersecurity expert Robert Siciliano, about some of today·s biggest threats to individuals building wealth. They discuss how AI and deepfakes are making voice and video fraud harder to detect, fueling a surge in high-dollar consumer scams, how emotions, loneliness, and default human trust drive victimization, and the importance of situational awareness and self-knowledge of vulnerabilities. They also discuss reframing security as risk management rather than paranoia, and practical defenses such as using password managers with unique passwords, enabling two-factor authentication, credit freezes, and VPNs on public Wi-Fi. Learn more at protectnowllc.com, and check out Robert's podcast The Security Guy & CIA Spy Podcast, and his book Identity Theft Privacy: Security Protection and Fraud Prevention. Key Topics: 01:58 AI Deepfakes Threat 03:43 Six Figure Scam Wave 04:53 Spotting the Tells 06:10 Why We Trust 09:17 Situational Awareness 10:46 Security vs Paranoia 14:56 Money Mule Job Scam 17:49 Romance Crypto Traps 19:16 Boomer Wealth Target 20:52 Data Breaches at Scale 22:02 Loneliness Exploited 22:51 Romance Scam Reality 23:17 Why Smart People Fall 24:47 Loneliness Fuels Denial 27:06 Security Like Health 29:29 Passwords Made Simple 30:59 Core Digital Defenses 33:26 Freeze Your Credit 35:04 Layered Protection Tools 36:23 VPNs and Device Updates 38:03 Resources and Wrap Up Key Links https://protectnowllc.com/ The Security Guy & CIA Spy Podcast Identity Theft Privacy: Security Protection and Fraud Prevention Robert Siciliano (@robertsiciliano) • Instagram photos and videos Robert Siciliano: Cyber Security Speaker & Personal Security Expert (@CyberAwarenessExpertSpeaker) • Facebook Robert Siciliano CSP, CSI, CITRMS - YouTube Robert Siciliano - #1 Best Selling Author & Cyber Security Speaker | LinkedIn Robert Siciliano (@robert_siciliano) | TikTok Robert Siciliano (@robertsiciliano) • Threads, Say more 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

    43 min

  5. Jun 1

    "The Love Doctor" on Money, Communication, and Building Safer Relationships

    On this episode of CFO at Home, Vince·s guest is Anil Gupta (AKA ·The Love Doctor·), an author, speaker, and relationship coach, who says many relationship breakdowns·especially around money·stem from lack of authentic communication and emotional safety. Anil shares the story of his 2008 financial collapse, and how his wife·s supportive response changed everything, leading him to build a speaking and media career. They discuss how financial conflict is often miscommunication, the importance of listening and responding (not reacting), and ensuring your partner has input on financial decisions, while also making them feel loved and respected. Anil then shares info on his books, virtual coaching, and resources at meetanil.com, to help develop and polish these skills 01:05 Meet the Love Doctor 02:29 Relationship Expert Mission 04:10 Money Fights and Safety 05:54 Rock Bottom to Breakthrough 09:28 Budget Talks Without Blame 13:55 Support Over Compromise 20:11 Money Stories and Paris 25:50 Build the Communication Muscle 31:22 Books Coaching and Programs 36:35 Final Kindness Challenge Key Links https://meetanil.com/ https://www.instagram.com/anilgupta_lovedoctor https://www.facebook.com/AnilLoveDoc https://www.youtube.com/@AnilLoveDoc https://www.linkedin.com/in/anilgupta-lovedoctor/ https://gitnux.org/marriage-happiness-statistics/ 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

    38 min

  6. May 25

    Relationship Skills, Communication, and Money Conversations - Part 2

    On this episode of CFO at Home, Vince wraps up his conversation with relationship coach Brett Jones. This time around, they talk about money discussions and trust, anxiety and defensive spirals, resentment and repairing connection, and Brett's book and resources. For more on Brett book Samurai Love, resources, and upcoming events, go to the relationshipcode.org, 00:56   Security Scanning vs Fixing 01:50 Why Conversations Differ 03:16 Anxiety and Defensive Spirals 04:52 Presence Over Fixing 10:38 Money Decisions and Trust 16:12 Resentment and Repairing Connection 20:21 Samurai Love Resources 24:35 Final Takeaways and Links Key Links: https://www.relationshipcode.org/ Samurai Love: Cut Through the Bulls**t In Relationships Marie McCrystal Jones | Facebook Brett Jones (@brettjonesmoney) • Instagram photos and videos Brett P, Jones | 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

    27 min

  7. May 18

    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 story of how his first marriage collapsed, which led him into 30 years of relationship coaching. We also discuss why "love is not enough," how men and women often communicate differently, and how money conversations can trigger safety and security concerns, leading men to shut down when they hear criticism. For more on Brett, his book Samurai Love, resources, and upcoming events, go to the relationshipcode.org Key Topics: 01:42 Why Relationships Need Skills 02:55 Brett's Story and Divorce Stats 07:47 Money Fights and Divorce Patterns 11:36 Why Men Check Out 14:24 Safety and Money Conversations 18:19 Budget Talk Mistakes Men Make 22:44 Letting your Partner Influence Decisions Key Links: https://www.relationshipcode.org/ Samurai Love: Cut Through the Bulls**t In Relationships Marie McCrystal Jones | Facebook Brett Jones (@brettjonesmoney) • Instagram photos and videos Brett P, Jones | 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

    27 min
  8. Money Fights, Money Stories, and Better Couple Communication

    May 11

    Money Fights, Money Stories, and Better Couple Communication

    On this episode of CFO at Home, Vince talks with Raffi Bilek, a marriage counselor and author of The Couples Communication Handbook:The Skills You Never Learned for the Marriage You Always Wanted. Vince and Ravi discuss why money is a top source of marital conflict and why financial disagreements are often a symptom of deeper issues like anxiety, resentment, or control. Raffi explains his process for helping couples move through conflict by slowing down, taking turns, identifying underlying feelings, practicing empathy, and exploring each partner·s ·money story,· so they can stay connected even without full agreement. Vince and Ravi also discuss how solutions should address both partners· needs (e.g., security vs. autonomy), and why separate finances can sometimes signal a lack of trust. For more on Raffi and The Couples Communication Handbook, go to thecommunicationbook.com 01:05 Money Fights  02:11 Finances and Marital Disagreements 05:04 Money Is A Symptom 08:23 Getting Past Defensiveness 10:26 Money Stories Matter 12:49 From Empathy To Plan 15:46 Control And Trauma 19:15 Teaching The Skill 22:48 Joint Vs Separate Accounts 26:58 Parting Advice And Book 29:24 Where To Find Raffi 30:13 Final Thanks Key Links The Couples Communication Handbook BaltimoreTherapyCenter.com Raffi Bilek (@the.marriage.mentor) • Instagram photos and videos   Raffi Bilek | LinkedIn Baltimore Therapy Center - YouTube Baltimore Therapy Center - 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

    32 min
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4.9
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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

Information

  • Creator
    Vince Carter
  • Years Active
    2020 - 2026
  • Episodes
    262
  • Rating
    Clean
  • Show Website
    CFO at Home

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