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. 19H AGO

    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
  2. You Might Also Like: Raising Us: A Parenting Podcast

    19H AGO ·  BONUS

    You Might Also Like: Raising Us: A Parenting Podcast

    Introducing Talking to Your Kids About ICE and Immigration | Maria Hinojosa & Anya Kamenetz | A Kids Co. from Raising Us: A Parenting Podcast. Follow the show: Raising Us: A Parenting Podcast With news about ICE, immigration raids, and family separation everywhere, many parents are wondering how to talk to kids about everything going on. How do we share harsh realities without overwhelming them, while still being honest? Host Elise Hu speaks with Maria Hinojosa, founder of Futuro Media and longtime host of Latino USA about her decades of learnings from reporting on immigration and family separations. Maria opens up about her own experience growing up in an immigrant family, and shares reflections on today’s political climate as immigration has risen as a focus topic election after election. Later in the episode, journalist and author Anya Kamenetz joins to offer practical tools for parents navigating these newscycles and conversations with kids. Anya shares what she’s seen as a journalist and in her communities as a parent, and offers practical strategies for helping children process fear while staying emotionally secure together. Key Takeaways: Acknowledge that fears are real and acceptable feelings to experience. Willingly talk about your family history and community to put your experience in perspective. Reassure kids that they’re safe with you by meeting them in conversation wherever they are. Be ready to navigate ongoing conversations with our kids, rather than expecting one and done. Encourage practical activities your family can do together to feel both safe and aware of the news. ⏱️ Timestamps: Keep the conversation going at home with our FREE Conversation Kit companion guide: https://delivery.shopifyapps.com/-/1d2a71723ba336e8/0cb7b78578839b27 Learn more from Maria Hinojosa: https://www.instagram.com/maria_la_hinojosa Learn more from Anya Kamenetz: https://www.instagram.com/anyakamenetz New episodes every Tuesday: YouTube: https://www.youtube.com/@AKidsCo Apple: https://podcasts.apple.com/us/podcast/raising-us-a-parenting-podcast/id1552286967 Spotify: https://open.spotify.com/show/2bIRVxM8hbriNxydkSv6VG Or wherever you get your podcasts. 🔗 START HERE 📌 Get free weekly conversation kits: https://akidsco.com/pages/raising-us 📌 Browse A Kids Co. books that pair with episodes: https://akidsco.com 📌 Follow Elise Hu: https://www.instagram.com/elisewho ABOUT THE SHOW Raising Us | Parenting Podcast for Kids, Tweens, & Conscious Caregivers Award-winning journalist Elise Hu (TED Talks Daily, Forever35) hosts Raising Us, a parenting podcast for grownups raising Big-Question Kids. From puberty and identity to tech and body image, each episode gives you tools to spark real conversations with the kids in your life. Created by A Kids Co. (a family media company) the show blends expert-backed insights with real, lived experiences featuring trusted doctors, educators and purpose-driven public figures sharing age-appropriate advice so you don't have to wing the hard stuff. Follow on: YouTube: https://www.youtube.com/@AKidsCo Apple: https://podcasts.apple.com/us/podcast/raising-us-a-parenting-podcast/id1552286967 Spotify: https://open.spotify.com/show/2bIRVxM8hbriNxydkSv6VG Or wherever you get your podcasts. If you like parenting podcasts like Good Inside with Dr. Becky, The Longest Shortest Time, Raising Good Humans or Ask Lisa, this podcast is for you. Topics Covered on Raising Us: Parenting kids and tweens Mental health for kids Talking to kids about racism, identity, and inclusion Screen time and social media Puberty, anxiety, and big feelings Building emotional intelligence in families Conscious and values-driven parenting Elise Hu parenting podcast A Kids Co. podcast series Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 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. 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

  4. MAR 23

    Rich by Choice, Turning Money Stress into a Designed Life - Part 2

    On this episode of CFO at Home, Vince wraps up his conversation with Dr. Nicholas E. Michels, author of the Amazon best seller Rich by Choice, public speaker, and founder of Michels Family Financial. ere, Nick and Vince dig into some of the money management tactics that Nick details in his book, emphasizing the importance of aligning money tactics with a shared family vision, weekly money meetings, budgeting via the "latte factor," investing in personal growth, and financial planning that reduces fear of the unknown. For more on Nick and the Rich by Choice movement, including a free gift and bonus resources, visit  richbychoicebook.com. Invest In Yourself 0:55 Latte Factor Budgeting  3:24 Money Psychology In Couples 8:33 Planning And Stress Tests 14:03 Free Gift And Wrap Up 19:14 Key Links Rich by Choice 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

    23 min

  5. MAR 16

    "Rich by Choice": Turning Money Stress into a Designed Life - Part 1

    On this episode of CFO at Home, Vince·s guest is Dr. Nicholas E. Michels, Amazon bestselling author, public speaker, founder of Michels Family Financial, and creator of the ·Rich by Choice· movement. Nick shares how his parents' divorce at age 10 shifted his family from comfort to financial struggle, inspiring him to learn about money, and helping others become rich in both finances and life. Vince and Nick then shift the discussion to his book Rich by Choice, where they discuss "choice" as daily habits and "rich" as wealth plus relationships, faith, and legacy. They also discuss being a "victor" despite adversity, happiness as it relates to wealth, and the importance of couples and families having a unified financial vision. For more on Nick and his work, go to http://www.richbychoicebook.com/ Key Topics: 01:06 Nick's Money Origin Story 02:01 Divorce and Financial Shock 01:49 Comfort vs Happiness 05:53 Compound Interest Awakening 06:46 Not Worrying About Money 07:58 Rich by Choice Explained 12:20 Victor by Choice Mindset 16:47 Happiness Beyond Wealth 21:58 Relationships and Money 23:32 Marriage Vision Statement 25:29 Legacy and Ripple Effect 26:49 Unified Vision Ends Fights 28:21 Shared Vision Details 29:09 Daily Decisions Aligned 31:29 Big Rocks Perspective Key Links Rich by Choice 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

  6. MAR 9

    Couples and Money Dynamics Part 2 - Balancing Money Goals

    On this episode of CFO at Home, Vince wraps up his conversation with Elizabeth George, a Dallas-based financial strategist whose focus is guiding women through transitions such as divorce, death of a spouse, and marriage. This time around Elizabeth and Vince discuss couples balancing their individual and relationship goals, planning with uncertainty, the myth of ·wealth secrets·, and more. For more on Elizabeth and her work, go to melizabethgeorge.com 00:41 Separate Goals Explained   02:41 Planning With Uncertainty 05:26 Stress Testing Retirement 06:32 Spending Down Mindset 09:49 Couples Separate Meetings 14:23 Wealth Secrets Myth 20:34 Money Is More Democratized 25:00 Finding Your Way Forward Key Links elizabeth george Elizabeth George | Facebook Elizabeth George (@melizabethgeorge) • Instagram photos and videos https://www.linkedin.com/in/melizabethgeorge-cfp/ 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

    30 min

  7. MAR 2

    Couples and Money Dynamics Part 1 - Financial Independence and Values-Based Planning

    On this episode of CFO at Home, Elizabeth George, a Dallas-based financial strategist and former private banker, shares her personal journey of reaching financial independence, and using her freedom to build an advice-only consulting practice focused on guiding women through transitions such as divorce, death of a spouse, and marriage. She and Vince then dive into male-female money differences (risk-taking vs. focus on relationship and purpose), and couples balancing managing their finances together, while leaving themselves the freedom to work towards separate goals. For more on Elizabeth and her work, go to melizabethgeorge.com 01:29 From Banking to Advocacy 02:28 Financial Independence Enables the Pivot 04:47 Elizabeth's FIRE Path 06:41 Freedom After Leaving Work 12:00 Women and Money Dynamics 19:27 Engaging Both Spouses 24:11 Joint Accounts vs Separate Key Links elizabeth george Elizabeth George | Facebook Elizabeth George (@melizabethgeorge) • Instagram photos and videos https://www.linkedin.com/in/melizabethgeorge-cfp/ 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. FEB 23

    New Money, New Problems, Advice for First-Generation High Earners

    On this episode of CFO at Home, Vince's is Brenton Harrison, founder of the advisory firm New Money, New Problems. Brenton shares his own experience growing up with an ER-physician father and nurse mother who were high-earners but struggled to manage money. He also discusses three common paths for new high earners trying to build wealth, the importance of aligning plans to stated goals, and couples focusing on process and communication to help avoid money arguments. Their conversation also covers budgeting as a tool for cash-flow awareness, and "optimizing" debt before investing. For more on Brenton and New Money, New Problems, go to newmoneynewproblems.com 01:42 First-Gen High Earners: Family Background & Financial Pressure 03:50 Lifestyle Expectations vs. Supporting Parents (and No Wealth Role Models) 06:57 What It Felt Like as a Kid: Money Tension at Home 09:14 Learning a New Model: Mentors, 'Project 100,' and the School of Transactions 11:05 The 3 Paths High Earners Take When Trying to Build Wealth 13:59 From Chaos to Clarity: Prioritizing Goals (and 'Do It Intentionally') 18:14 When the Plan Isn't Linear: Setbacks, Emotions, and Staying the Course 20:09 Budgeting Reality Check: Cash Flow, Optimization, and 'You Need to Earn More' 21:43 Money Personalities in Couples: Frugal vs. Spender and Finding Middle Ground 30:06 How to Stop Fighting About Money: Process, Safe Space, and Better Conversations 40:08 Debt to Wealth: Optimizing Debt While Still Building Assets 42:30 New Money, New Problems: Services, Podcasts, and Final Wrap-Up Key Links: New Money, New Problems https://www.newmoneynewproblems.com/subscribe New Money New Problems (@newmoneynewproblems) • Facebook Brenton Harrison (@newmoney.newproblems) • Instagram photos and videos Brenton Harrison, CFP® - CFP Board | LinkedIn https://www.youtube.com/@newmoneynewproblems 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

    47 min
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4.9
out of 5
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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
    251
  • Rating
    Clean
  • Show Website
    CFO at Home

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