CFO at Home

Vince Carter
  • 4.9 (31)
  • 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. 22H AGO

    "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
  2. You Might Also Like: Dinner’s on Me with Jesse Tyler Ferguson

    22H AGO · BONUS

    You Might Also Like: Dinner’s on Me with Jesse Tyler Ferguson

    Introducing Side Dish: More with Dan Bucatinsky from Dinner’s on Me with Jesse Tyler Ferguson. Follow the show: Dinner’s on Me with Jesse Tyler Ferguson More of my interview with ‘The Comeback’ star Dan Bucatinsky. We get into Dan's longtime collaboration with Lisa Kudrow and he shares hilarious behind-the-scenes stories from their comedy series Web Therapy. This episode was recorded at Louise’s Trattoria in Larchmont Village in Los Angeles, CA. Learn more about your ad choices. Visit podcastchoices.com/adchoices 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 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

  4. 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

  5. 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
  6. Think Like a CFO, A Smarter Way to Plan and Pay for College

    FEB 16

    Think Like a CFO, A Smarter Way to Plan and Pay for College

    On this episode of CFO at Home, Vince and Paul Compeau from Bridgewise Financial Partners discuss applying a ·think like a CFO· mindset to college planning. Paul shares some of his own personal missteps throughout his college planning process, and describes how to take a CFO-style approach to the process; mapping expected costs year-by-year, identifying funding sources, lowering the bill through school selection and financial-aid strategy, and preparing for what can go wrong. They also talk about the importance of choosing the right school, private college discount rates, and what high school counselors and college financial aid offices do and don·t bring to the table when it comes to college planning. For more on Paul and thinking like a CFO throughout the college planning process, go to .bridgewisefinancialpartners.com and click on ·College·. 01:03 Welcome + Why "Think Like a CFO" for College Planning 01:51 Paul's Personal College Mistakes (Late Apps, Transfers, Debt) 04:25 The Real Cost of Extra Years: Tuition + Lost Income 07:03 Defining the CFO Mindset: Love for Kids vs. Clear Financial Planning 12:58 Late-Stage Planning (10th Grade): First Steps & Honest Assessment 15:54 Two-Track Strategy: Student Fit Counseling + Financial Aid Planning 17:35 Maximizing Aid: Pick the Right School + Understand the Formulas 21:27 Why Guidance Counselors & Financial Aid Offices Aren't Your Best Advisors 27:42 Bridgewise College Planning: How They Help + Success Story 29:48 ROI, Selective Client Fit, and Final Takeaways Key Links https://bridgewisecp.bridgewisefinancialpartners.com/ https://www.youtube.com/@bridgewisefinancialpartner2789 https://www.linkedin.com/in/pcompeau/ 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

  7. FEB 9

    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

  8. 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
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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
    248
  • Rating
    Clean
  • Show Website
    CFO at Home

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