CFO at Home

Vince Carter

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

    Retirement Investing: What to Ask Your Financial Advisor!

    On this episode of CFO at Home, Vince talks with James Barrineau, Chief Investment Officer of Fiduciary Capital Management, about what everyday investors should understand as they manage their retirement savings and evaluate financial professionals who may help them along the way..  Drawing on more than 25 years of experience on Wall Street and in investment management, James discusses why investors should understand what they own, the risks they're taking, and the fees they're paying. Vince and James also discuss why complexity doesn't necessarily mean better, why investors should be skeptical of market predictions, and why a good financial professional should be able to explain recommendations in plain English. The bottom line: you don't have to be an investment expert, but you should know enough to ask good questions about your money.  For more on James and Fiduciary Capital Management, visit fiduciarycm.com. Key Takeaways: ~03:30 | Know what you own: Understand how your retirement money is invested and why. ~08:00 | Understand the risks: Even "safer" investments have risks, including inflation. ~12:00 | Invest for your needs: Your portfolio should reflect your goals, income needs, time horizon and risk tolerance. ~15:00 | Watch the fees: Know what you're paying your advisor and what your investments cost. ~18:00 | Don't confuse complexity with quality: Ask why a complicated investment is better than a simpler, lower-cost alternative. ~21:00 | Don't invest in what you don't understand: Know how an investment makes money and how you could lose money. ~28:00 | Expect plain-English answers: A good advisor should be able to explain recommendations in terms you understand. ~31:00 | Be skeptical of predictions: Ask what happens to your plan if the advisor's market forecast is wrong. ~34:00 | Keep your "BS meter" on: Ask about fees, compensation, conflicts of interest and risks. ~37:00 | Plan for a long retirement: Consider inflation, income needs and how long your money may need to last. Key Links: Firm Website https://fiduciarycm.com/ Bluesky: https://bsky.app/profile/jwb12.bsky.soci Substack: https://substack.com/@jamesbarrineau?utm_source=user-menu Contact the Host - vince@thecfoathome.com Want to be a guest on CFO at Home? Send Vince a message on PodMatch: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

  2. Oct 19

    266. Blended Family Finances: Money Conversations, Fairness, and a Unified Vision

    On this episode of CFO at Home, Vince talks with best-selling author and CFP professional Brian Peterson about navigating money in a blended family, where one or both partners bring children from previous relationships into a new family. Brian explains how blended families "come together mid-story," bringing with them their own financial histories, expectations around kids and money, and sometimes the influence of ex-spouses. Drawing from his book Blended Family Finances, they discuss why couples should understand their money beliefs, values, and shared vision before jumping into budgets and financial plans, and one of the toughest questions blended families face: how to define fairness when fairness doesn't always mean equality. For more on Brian and his book, Blended Family Finances: How to Talk About Money, Plan for the Future, and Build a Life You Love, go to blendedfamilyfinancial.com Key Takeaways: 01:00 Mid-Story Families 03:13 First Marriage Money Lessons 04:59 2008 Turning Point and New Career 08:07 Planning Built for Life Origins 11:39 Money Stories and Awareness 17:00 From Understanding to Intentionality 21:17 Unified Vision Before Budgeting 28:46 Blended Family Fairness Dilemmas 32:39 Resetting Finances Midstream 36:46 Book and Final Takeaways Key Links: https://www.blendedfamilyfinancial.com/resources Brian Peterson, CFP®, CPWA®, MBA - The Financial Planner for Blended Families 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

  3. Oct 5

    Money, Wisdom and Faith: Five Questions Every CFO at Home Should Ask themselves

    Vince shares his thoughts on a recent episode of the "Pablo Torre Finds Out", podcast, and lessons for CFOs at Home from an alleged financial scam Key Topics: 00:00 What is Life Surge?  02:14 Why This Matters 02:40 Question #1 - Emotions 03:43 Question #2  - Urgency 04:21 Question #3 - Funding 05:36 Question #4 Celebrity 06:24 Question #5 - Faith 07:20 Final Takeaways Key Links: https://www.pablo.show/p/tim-tebows-kingdom-impact 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

  4. Sep 21

    264. Building Investment Skills Without the Risk!

    On this episode of CFO at Home, Vince·s guest is Deon Hargrove, founder of Smart Investors, an educational investing platform designed to help people learn, practice, and grow their skills in a risk-free simulation before using real money. Deon shares how starting his investing journey during the 2020 pandemic led to him building a one-stop shop that combines research tools, strategy-based asset recommendations, and virtual portfolios that use real-world market data. He discusses investor mindset shaped by market crashes, the importance of research over ·gambling,· and lessons from the dot-com bubble and today·s AI boom. For more info on the Smart Investors App, visit smartinvestorsapp.com Key Topics: 01:00 Meet Deon, Learn About his Mission 01:25 Origin Story Pandemic Investing 03:18 Early Wins and Doubts 05:09 Vince's early investing disaster (PalmPilot!)  08:14 Millennial Investor Mindset 11:51 Dot Com Bubble and AI Parallels 17:36 Research Beats Gambling 19:28 Amazon From Books to Empire 21:17 How Smart Investors Works 23:22 Three Part Learning System 25:46 Fail Safely Before Brokerages 28:04 Financial Literacy Crisis Stats 31:07 401k and Fund Simulations 33:14 Smart Investor Tracks Case Studies 35:07 Getting Started and Pricing 37:20 Wrap Up and Links Key Links:  https://smartinvestorsapp.com https://www.instagram.com/smartinvestors01/ https://www.linkedin.com/in/deon-hargrove/ 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

    264. Building Investment Skills Without the Risk!

  5. Sep 14

    The Laws of Wealth: Financial "Big Thinking" for Everyday Families!

    On this episode of CFO at Home, Vince talks with author Danial Jiwani about his book, The 52 Laws of Wealth, which presents 52 laws organized into seven big ideas: think big, work hard, handle pressure, work for yourself, get known, be right, a lot, and connect with people. Danial explains how these principles apply not only to the ultra-wealthy, but also to everyday households focused on mortgages, childcare, retirement, and financial security. They discuss how ·thinking big· is a mindset, how ·work for yourself· can apply even for those who choose to be employees, and how ·get known· and networking can be human and empathetic rather than transactional. Danial also shares other resources including his Weekly Wealth newsletter and his website, DanialJiwani.com. Key Topics: 01:51 Do Wealth Laws Scale? 04:38 Thinking Big for All 07:32 Mindset Not Materialism 14:47 Work for Yourself Idea 17:21 Control Costs Wisely 21:22 Get Known Authentically 25:00 Finding Common Ground 29:26 Make Better Decisions 34:19 Resources and Wrap Up  Key Links: Danial Jiwani Danial Jiwani (@danial_jiwani) Instagram https://x.com/danial_jiwani https://www.linkedin.com/in/danial-jiwani/ 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

  6. Sep 7

    Healing the Money Wound and Building Financial Wellness Through Mindset

    On this episode of CFO at Home, author, speaker, and transformational coach Kristen Renee Appleby and I explore the connection between financial stress, workplace burnout, and the deeper patterns that shape our relationship with money. Kristen believes that money challenges are not simply about income, budgets, or financial knowledge, but are often rooted in what she calls "money wounds": beliefs, emotional experiences, and survival patterns that develop over time and influence how we earn, spend, save, and feel about money. In her book, Healing the Money Wound: A 12-Day Money Mindset Bootcamp, Kristen guides readers through a process of identifying financial stress patterns, understanding how early conditioning shapes money beliefs, and rebuilding those beliefs by using small, sustainable shifts that can create meaningful transformation over time. To learn more about Healing the Money Wound, as well as Kristen's other books and resources, go to kristenreneehealing.com Key Topics: 01:33 Health Crisis Awakening 02:53 Selling the House 08:21 Money Avoidance Patterns 13:08 Financial Independence Choice 15:09 Ninety Day Money Storm 18:02 Twelve Day Boot Camp 23:09 Micro Shifts and Wins 25:29 Mindset Transformation 29:25 Resources and Programs 32:27 Starting Step One 34:05 Closing Thanks Key Links: Kristen Renee Healing Shop - Kristen Renee Healing Healing the Money Wound: A 12-Day Money Mindset Bootcamp Kristen Renee (@KRISTENRENEEREBUILDING) • Facebook Kristen Renee | Wellness Author | Coach (@kristenreneehealing) • Instagram photos and videos kristenreneerebuilding 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

  7. Aug 31

    From Pay to Wealth: Financial Discipline, Lifestyle Creep, and Trade-Based Wealth Building

    On this episode of CFO at Home, Vince talks with David Kennington, an author with 30+ years experience working as a tradesman, about trades as a viable path to making and building wealth, David explains how credit cards and lifestyle creep can quickly push tradespeople beyond their means, and notes that trades and technical training often include little financial education, making discipline and understanding the psychological side of spending crucial. They also discuss emotional attachments that drive bad financial choices, the role of spouses and clear communication in correcting ·financial misbehavior,· and how overtime or higher-paying jobs can help pay down debt only if intentionally paired with a plan. Learn more about David and his book, Tradies Earn While You Sleep, at tradiesearn.com 02:05 Trades and Money Burnout 02:38 Credit Cards and Discipline 04:26 Lessons From Mentors 10:17 Knowledge vs Psychology 11:53 Emotional Spending Stories 15:03 Couples and Money Talks 19:18 Overtime and Lifestyle Creep 21:51 Boosting Income and Investing 28:05 From Pay to Wealth Podcast 32:20 Websites, Book and Resources 34:54 Final Takeaways  Key Links: Tradies Earn https://www.linkedin.com/in/david-kennington-b6735340/ https://substack.com/@tradiemoney 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

  8. Aug 24

    A "Personality Mirror" to Improve Money Habits

    On this episode of CFO at Home, Vince and platform creator Arky Jones discuss Personality Peek, a fun-first, non-clinical personality quiz built around everyday situations. They discuss the connection between personality and money behavior, with Arky sharing how his own ·free thinker· result highlighted some of his own tendencies that, when unchecked, had negatively affected his business. They also discuss consumer programming, dopamine-driven spending, external validation as a driver of money mistakes, and some of the key elements of the practice of Stoicism that can be applied to our money habits, controlling what you can, accepting what you can·t, and acting to change what·s influenceable. Check out the free quiz at personalitypeek.com. Key Topics: 01:25 Meet the Creator 02:23 Why Personality Peak 03:39 How the Quiz Works 08:11 Personality and Money 13:35 Spending Culture and Dopamine 15:49 A Costly Car Lesson 18:35 Mirror Traits and Validation 22:35 Stoicism Explained 26:47 Peak Method and Workbooks 20:24 Applying Results to Finances 32:59 Wrap Up and Next Steps Key Links: https://personalitypeek.com/ https://www.facebook.com/profile.php?id=61575494699915 https://www.instagram.com/personalitypeek/ https://www.youtube.com/@PersonalitypeekVlog 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

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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
    277
  • Rating
    Clean
  • Show Website
    CFO at Home

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