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. 5D AGO

    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 of using Net Worth as a primary measurement of financial success, student loans and education costs and more. Life:, Truth, Love, Loss, Success, and Failure is available now on Amazon. Key Topics: 00:40 Diving into Practical Budgeting Tips 01:52 Understanding Net Income and Financial Goals 03;38 The Power of Personal Financial Statements 05:32 The Importance of Net Worth 10:48 Rethinking Credit Scores and Financial Leverage 20:01 Navigating Student Loans and Education Costs 25:44 Final Thoughts and Resources Key Links: LIFE: Truth, Love, Loss, Success, & Failure @albertbutlercpa - Facebook @albertbutlercpa - Intagram @albertbutlercpa - 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

    28 min
  2. You Might Also Like: Possible

    5D AGO · BONUS

    You Might Also Like: Possible

    Introducing CryptoPunks creators: from art experiment to cultural movement from Possible. Follow the show: Possible Before NFTs were a category and crypto was an industry, two artists released 10,000 characters into the world with no roadmap, no pitch, and no expectations. What started as an art experiment in code ended up flourishing into a movement about ownership and identity. In this episode of Possible, Reid sits down with Matt Hall and John Watkinson, co-founders of Larva Labs and creators of CryptoPunks, to trace how a small creative experiment became one of the most influential cultural phenomenons of the internet era. They reflect on what it means for art to live on-chain, why decentralization was a design choice rather than a slogan, and how digital identity became one of the most valuable real estates online. From museums and blockchains to profile pictures, permanence, the conversation explores how letting go of narrative control can allow culture and community to write the story themselves. DISCLAIMER: Please note, this is an independent podcast episode not affiliated with, endorsed by, or produced in conjunction with the host podcast feed or any of its media entities. The views and opinions expressed in this episode are solely those of the creators and guests. For any concerns, please reach out to team@podroll.fm.

  3. FEB 2

    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 values, purpose, and transparency on shaping family financial decisions. Life:, Truth, Love, Loss, Success, and Failure is available now on Amazon. 01:55 The Inspiration Behind the Book 02:48 The Journey of Writing the Book 05:05 The Importance of Accounting in Personal Finance 09:21 The 50-Year Mortgage Debate 17:53 Purpose and Money Management 22:43 Family Values and Financial Transparency 28:29 Reflecting on a Memorable Christmas Key Links LIFE: Truth, Love, Loss, Success, & Failure @albertbutlercpa - Facebook @albertbutlercpa - Intagram @albertbutlercpa - 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

    32 min

  4. JAN 26

    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 lessons through relatable stories, inspired by Scott·s extensive experience in the area of behavioral finance. They discuss how the human tendencies of herding and overconfidence can impact our investing. Scott also emphasizes the importance of having a clear set of personal priorities and goals, specifically by creating a bucket list to guide financial decisions. Like the book, our conversation offers valuable insights into personal finance for both money enthusiasts and those not as financially inclined. To learn more about Scott and The Lobster League, go the thelobsterleague.com Key Topics: 01:10 The Story Behind 'The Lobster League' 04:00 Crafting a Financial Fable 05:54 Behavioral Finance Insights 08:56 Herding and Market Trends 21:22 Overconfidence and Fear in Investing 27:48 Creating a Personal Financial Vision 33:23 Conclusion and Final Thoughts Key Links thelobsterleague.com Scott MacKenzie, MBA, CFP®, CIMA® | 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

    36 min

  5. JAN 19

    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 time around Steve, Mark and Vince tackle pressing financial topics relevant to Gen Z. They dive into the subject of budgeting, including the concept of "bucketing" instead of traditional budgeting, debt management, where Steve and Mark share strategies for addressing student loans and consumer debt effectively, and finally investing, discussing the allure of quick gains versus the value of long-term strategies traditionally used to build a solid financial foundation. You can learn more about ·The Simple Road Toward Financial Freedom· by going to simpleroadbook.com Key Topics: 01:01 How does the concept of budgeting play with Gen Z? 05:08 Bucketing;  an old method that has become new again 10:31 The common standard financial advice is debt is bad, credit cards are bad 14:59 Student loans for Gen Z 17:20 Millennials/GenZ and investing 21:06 "Simple Road Towards Financial Freedom" book Key Links: The Simple Road Toward Financial Freedom The Simple Road Toward Financial Freedom | Facebook The Simple Road Toward Financial Freedom (@simpleroadbook) • Instagram photos and videos The Simple Road Toward Financial Freedom - YouTube The Simple Road Toward Financial Freedom | #GenZMoneyMentors | LinkedIn https://www.tiktok.com/@simple_road_book 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

    24 min

  6. JAN 12

    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 experiences as fathers prompted them to address the financial knowledge gap facing young adults today. They explore the importance of teaching personal finance to the younger generation and the challenges of delivering this message in a relatable way. We also discuss practical strategies, such as the 50-20-30 budgeting method, and the importance of visualizing financial goals. You can learn more about ·The Simple Road Toward Financial Freedom· by going to simpleroadbook.com Key Topics: 01:03 The Story Behind the Book 03:03 Meeting and Collaboration 05:29 Financial Lessons for Gen Z 09:11 Challenges and Solutions in Financial Education 20:40 Parental Guidance and Financial Literacy Key Links: The Simple Road Toward Financial Freedom The Simple Road Toward Financial Freedom | Facebook The Simple Road Toward Financial Freedom (@simpleroadbook) • Instagram photos and videos The Simple Road Toward Financial Freedom - YouTube The Simple Road Toward Financial Freedom | #GenZMoneyMentors | LinkedIn https://www.tiktok.com/@simple_road_book 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. JAN 5

    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 Brian discuss the benefits and challenges veterans face in financial planning, the importance of understanding military benefits, and best practices for wealth building through behavioral finance. Brian also provides valuable resources and insights for military personnel to better manage their finances and make informed investment decisions.To learn more about Brian and the services he provides, check him out at pultrofinancialmanagement.com Key Topics: 00:00 Introduction and Welcome 01:21 Brian's Military Background 03:08 Transition to Financial Advisor 05:38 Behavioral Finance and Military 09:46 Financial Education in the Military 12:46 Investment Strategies and Advice 23:13 Services Offered by Pultro Financial Management 24:31 Conclusion and Final Thoughts Key Links Simple Wealth Inevitable Wealth - 25th anniversary edition Pultro Financial Management Brian Pultro - LPL Financial | LinkedIn Brian Pultro - Pultro Financial Management | 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

    26 min

  8. 12/15/2025 · BONUS

    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 to catch up on. Also, listen to hear plans for the podcast in 2026! 2025 Highlights: Top Episodes Topics Money Mindset Wealth Building Investing Episodes on Money Mindset 191 | Navigating Finances with a CFO Mindset 193 | Hip Hop and Financial Literacy 195 | Improve Your Money Behavior Part 1: Understanding Procrastination and our Spending Habits 196 | Improve Your Money Behavior Part 2: Investing 197 | From Middle-Class to Millionaire 207 | Breaking Free from Paycheck to Paycheck Living Part 1 – Mindset, Gratitude, and Challenging Conventional Financial Wisdom 208 | Breaking Free from Paycheck to Paycheck Living Part 2 – The Five-Step Savings Plan 213 | The Investor's Golden Playbook Part 2 – Mastering the Mindset for First Generation Wealth 222 | Love, Money, and Wealth in Relationships Part 1 223 | Love, Money, and Wealth in Relationships Part 2 225 | Level Up Your Finances Part 2 – Commitment, Momentum, and the Path to Financial Freedom Episodes on Wealth Building 185 | Child-Free Wealth: Rethinking Financial Independence 197 | From Middle-Class to Millionaire 208 | Breaking Free from Paycheck to Paycheck Living Part 2 – The Five-Step Savings Plan 210 | 7 Basic Wealth Strategies 211 | 7 Basic Wealth Strategies Part 2 – Navigating Debt and Cash Flow 212 | The Investor's Golden Playbook Part 1 – How a Financial Expert Built Wealth and a Legacy 219 | Lessons from Generational Wealth Part 1 220 | Lessons from Generational Wealth Part 2 – The Real Secrets of the Wealthy 222 | Love, Money, and Wealth in Relationships Part 1 225 | Level Up Your Finances Part 2 – Commitment, Momentum, and the Path to Financial Freedom Episodes on Investing 187 | For the Investment Curious 192 | Empowering Women: Investing with Confidence and Values 193 | Hip Hop and Financial Literacy 196 | Improve Your Money Behavior Part 2: Investing 200 | Financial Fees Explained: Navigating the Costs of Investment Advice 205 | Reviving Investment Clubs: Strategies for Young Investors 206 | Creating a Lasting Financial Legacy 213 | The Investor's Golden Playbook Part 2 – Mastering the Mindset for First Generation Wealth 226 | Demystifying Money, Becoming Financially Empowered Top 5 Episodes based on Downloads 198 | Reverse Budgeting: Turning Your Finances on Their Head 211 |  7 Basic Wealth Strategies Part 2 – Navigating Debt and Cash Flow 213 | The Investor's Golden Playbook Part 2 – Mastering the Mindset for First Gen Wealth 199 | Layoff Preparedness: Building Resilience and Financial Security 214 | Navigating Elder Care Part 1 – Protecting Your Family's Wealth

    2 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
    243
  • Rating
    Clean
  • Show Website
    CFO at Home