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

    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
  2. 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

  3. MAY 5

    244. Principles, Faith, and Personal Finance for the Working Class - Part 2

    On this episode of CFO at Home, Vince wraps up his conversation with Dr. Mark L. Teague, author of A Working Man·s Guide, with a discussion of how even skeptics can apply a rational framework that points toward faith, humility and personal responsibility to solving life·s problems, then tie meaning and purpose to personal finance·treating money as a tool, not an end·using budgets, plans, and discipline rooted in intangibles. Mark also shares resources from A Working Man·s Guide, including the Impact Index and Stress to Success, and his website and social channels. For more, visit aworkingmansguide.com. 00:50 Framework for Nonbelievers 01:30 Faith as Rational Response 02:16 Creation Points to Design 04:20 The Moral Witness Within 05:15 Accident vs Meaningful Universe 06:13 Mimic Values Without Belief 09:55 Humility and Responsibility 13:33 Purpose Anchors Finances 16:40 Money as a Tool Not Goal 19:56 Book Guides and Stress Skills 23:08 Social Links and Keynes Rant 24:47 Closing Thanks and Wrap Up Key Links A Working Man's Guide Mark Teague (@DrMarkLTeague) • Facebook, Connect with friends Mark Teague (@drmarklteague) • Instagram photos and videos 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

  4. APR 28

    Principles, Faith, and Personal Finance for the Working Class

    On this episode of CFO at Home, Vince·s guest is Dr. Mark Teague, author of A Working Man·s Guide, a value-driven roadmap aimed at helping working-class families thrive in careers, relationships, and finances. Mark shares his background from Texas Panhandle farm life to a doctorate in agricultural economics and a 30-year banking and finance career. From there, the conversation shifts to a discussion of Mark·s ·bedrock principles·, and how a moral foundation and faith relate to financial outcomes, especially through marriage. For more, visit aworkingmansguide.com 02:02 Why Mark Wrote A Working Man's Guide 02:29 Farm Roots to Corporate 04:36 Cutting Through Noise 06:38 Endorsement and Preamble 09:22 Bedrock Principles Begin 09:48 Life Is Problems 11:28 Responsibility and Money 13:33 Working Class Defined 15:32 Wealth and Property Rights 19:06 Keynes and Socialism 22:07 Your Foundation North Star 24:31 Morals Marriage and Wealth 27:26 Faith Stats and Cohorts 29:41 Values Over Divorce 30:29 Marriage Money Math 31:41 Divorce And Bankruptcy Key Links A Working Man's Guide Mark Teague (@DrMarkLTeague) • Facebook, Connect with friends Mark Teague (@drmarklteague) • Instagram photos and videos 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

    34 min

  5. APR 20

    Debt Relief and Consumer Rights

    On this episode of CFO at Home, Vince's guest is Efstathios Georgiou of Georgiou Law PLLC, a former bank attorney who now advocates for consumers facing credit card debt, collections, and lawsuits. Efstathios shares why debt should be treated as a solvable challenge, outlines common misconceptions pushed by national debt companies, and breaks down debt consolidation versus debt settlement, including credit score impacts and recovery timelines. Vince and Efstathios also discuss negotiating strategies, debt validation requests, the potential tax consequences of debt forgiveness and the importance of financial literacy ·aftercare,· once you·re out of debt. For more on Efstathios visit georgioulawpllc.com, or check out his podcast, Georgiou Law, PLLC Podcast 01:16 From Bank Lawyer to Advocate 03:07 Debt Is Not Shame 04:45 How Much Debt Is Typical 06:31 Bad Advice and Misconceptions 09:25 Consolidation vs Settlement 11:20 When Credit Score Matters 15:10 Debt Buyers and Validation 17:47 DIY Negotiation or Lawyer Up 20:33 Served With a Lawsuit 24:04 Different Debts Different Rules 27:52 Aftercare and Literacy 31:19 Harassment and Predatory Lending 33:51 Avoid High Interest Lenders 36:56 Buy Now Pay Later Risks 39:18 Guest Podcast and Wrap Up Key Links https://georgioulawpllc.com/ Georgiou Law PLLC Podcast Georgiou Law, PLLC (@georgiou.law.pllc) • Instagram photos and videos https://www.facebook.com/61576800958820/about/ https://www.youtube.com/@nyconsumercreditlaw 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

  6. APR 13

    Creating Wealth Amid the Noise: Long-Term Investing, Discipline, and Empowerment - Part 2

    On this episode of CFO at Home, VInce wraps up his conversation with Mario Sicari, Managing Partner at BGS Capital Management, about his book The Art of Creating Wealth: A Millennial, Gen Z, and Gen X Guide to Navigating Life Struggles. This time around, Vince and Mario discuss parents teaching money lessons, the importance of developing communication and networking skills, ·ignoring the noise· as an investor, and Mario·s book. For more on Mario; his book, and his business, go to bgscapitalmanage.com 00:45 Parents Teaching Money  02:56 Hard Love Lessons 05:18 Networking Creates Luck 09:07 Communication Skills Reset 13:04 Wealth Transfer Wakeup 15:00 Retirement Basics 401k 18:00 Ignore Noise Build Wealth  21:46 Mario's Book: The Art of Creating Wealth  Key Links The Art of Creating Wealth https://www.bgscapitalmanage.com/ https://www.linkedin.com/in/mariosicari/ 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

    25 min

  7. APR 6

    Creating Wealth Amid the Noise: Long-Term Investing, Discipline, and Empowerment - Part 1

    On this episode of CFO at Home, Vince·s guest is Mario Sicari, Managing Partner at BGS Capital Management, about his book The Art of Creating Wealth: A Millennial, Gen Z, and Gen X Guide to Navigating Life Struggles. Mario explains his inspiration for writing the book, and why he advocates for long-term investing, dollar-cost averaging into broad funds (e.g., S&P 500), and learning investment basics like 401(k)s, Roth options, and time value of money. For more on Mario; his book, and his business, go to bgscapitalmanage.com 04:33 Why People Fear Investing 08:14 Robinhood and Meme Stock Hype 10:01 Index Funds and Fiduciary Advice 11:07 Distraction Economy and Money Basics 15:26 Marathon Mindset Over Trading 19:59 Inspiring Others and a Son's Savings Plan 25:24 Coaching Into a Career Path 26:13 Employee Mindset Parenting Key Links: The Art of Creating Wealth https://www.bgscapitalmanage.com/ https://www.linkedin.com/in/mariosicari/ 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

    29 min

  8. MAR 30

    Developing Your Own Investing Style

    Today on CFO at Home, Vince·s guest is finance professor and former institutional investor Michael Ijeh. Michael and Vince discuss the potential impact of sensational, emotion-driven advice from the media on our investing decisions, and the advantages of leveraging our own beliefs, biases, and style as investors. They also discuss how skills and decision making processes we develop from interests ranging from playing fantasy football and Madden, to poker and engineering, can transfer to investing, and how having our own philosophy as investors helps us stay consistent through inevitable underperformance. For more on Michael and his work, go to sophisticatedinvestinglife.com 01:03 Media Hype and Investor Emotions 02:33 Find Your Own Style 04:44 Cross Domain Investing Insights 06:57 Conservative Roots and Inflation 08:19 Options Trading Reality Check 12:13 Four Ps Investing Framework 14:22 Think Like a GM 10:37 Biases Like Anchoring 23:40 Coaching Program Breakdown 26:41 Who This Is For 30:07 Waitlist and Course Format 31:58 Fail Small to Win Big 33:16 Credentials and Closing Thoughts Key Links https://sophisticatedinvestinglife.com/ https://silwaitinglist.scoreapp.com/ Championship Investing - YouTube Michael Ijeh, CAIA - Assistant Professor of Practice and Director of the Investment Management Program at Texas Tech University. | 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
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Trailer

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
    256
  • Rating
    Clean
  • Show Website
    CFO at Home

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