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. 5d ago

    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

  2. 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

  3. Aug 24

    A "Personality Mirror" to Improve Money Habits

    On this episode of CFO at Home, Vince and platform creator Arky Jones discuss Personality Peak, 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 personalitypeak.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

  4. Aug 17

    Money, Work, and Meaning: Finding Flow Without Waiting for Retirement

    On this episode of CFO at Home, Vince talks with Tony Tenaglia ·a quality manager in aerospace manufacturing, entrepreneur, yoga teacher, and host of the Work Sucks But I Like It podcast·about redefining work, money, success, and burnout through the lens of worth . Tony shares his career rollercoaster (being fired, dropping out of grad school, chasing money, taking pay cuts for opportunity) and argues there's nothing wrong with a 9-to-5, which can build skills and structure, without the pressures of entrepreneurship. They push back on the social-media narrative of delaying life until retirement, emphasize identity beyond job titles, and discuss mindset, appreciation, and practical tools that support resilience. For more, check out WorkSucksButILikeIt.com, where you can find Tony's podcast, and other resources including his free flow-channel quiz, and book, The Impression of a Good Life. Key Topics: 02:35 Tony's Value Journey 04:33 Aerospace and Many Hats 05:07 Cashflow Quadrant Explained 06:53 Why a 9 to 5 Works 09:45 Retirement Myth and Real Life 18:43 Identity Beyond Your Job 19:32 Work Defined Like Physics 23:27 Appreciation and Human Culture 26:03 Mindset Meets Money Skills 35:27 Flow State Framework 39:06 Podcast Quiz and Books 42:09 Consistency and Closing Key Links: https://worksucksbutilikeit.com/ Anthony Tenaglier (@tenaglier) · Instagram Work Sucks, But I Like It - 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

  5. Aug 10

    Financial Clarity for Life's Unexpected Transitions

    On this episode of CFO at Home, Vince's conversation is with Gordon Haas of Haas Wealth Strategies, about using financial planning to navigate major life transitions and crises like illness, job changes, and retirement decisions. Gordon shares his own experience with advanced-stage cancer in his early 30s, and a cardiac arrest during COVID, explaining how health events can create urgent financial demands around insurance, income disruption, medical bills, and support systems. Gordon emphasizes proactive planning·life insurance, wills, beneficiaries, disability coverage·and encourages open family conversations, including intergenerational planning and ·generational wealth· as both assets and wisdom. For more, visit haaswealthstrategies.com and check out Gordon·s podcast, Gen Relational Wealth 01:46 Health Crises Change Planning 04:10 From Engineering to Finance 09:37 Planning Under Pressure 13:14 Insurance Lessons Learned 17:55 Caring for Aging Parents 22:12 Starting Hard Money Talks 27:34 Proactive Checkups and Taxes 31:49 Generational Wealth Beyond Money 36:29 Resources and Closing Key Links: Haaswealthstrategies.com GenRelational Wealth Podcast  Haas Wealth Strategies (@HaasStrategies) • Facebook Gordon Haas, CFP® - YouTube Gordon Haas, CFP® - Wealth Advisor and CERTIFIED FINANCIAL PLANNER® | 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

  6. Aug 3

    Rewriting Money Beliefs Part 2 - "Unresourceful" Money Habits

    On this episode of CFO at Home, Vince wraps up his conversation with Heidi Heron, a Neuro-Linguistic Programming practitioner with 25+ years of experience, with a discussion about changing what we coin ·unresourceful· money habits; chronic overspending which is often driven by unconscious needs like control, safety, and power, as well the opposite pattern of being extremely frugal, often rooted in fear and a lack of safety. Heidi suggests practical next steps: get clear on what you want, examine what money and spending mean to you, and defines values for different types of money (today, future, business, fun) Learn more at heidiherron.com, including 1:1 work, NLP training, and her book, The Wizard of Cause. 01:00 Money as Energy Setup 01:32 Retail Therapy Overspending 05:41 Rewiring the Dopamine Loop 07:51 Breaking the Spending Circuit 09:14 The Miser Money Fear 11:23 A Father's Money Shift 16:03 Mindset Steps to Change 19:35 Money Buckets and Values 23:10 Resources and Wrap Up Key Links: https://www.heidiheron.com/ https://www.instagram.com/dr.heidiheron/ https://www.facebook.com/DrHeidiHeron https://www.youtube.com/c/nlpwithdrheidi https://www.linkedin.com/in/drheidiheron/ 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. Jul 27

    Rewriting Money Beliefs Part 1

    This episode of CFO at Home is part 1 of Vince·s conversation with Heidi Heron, a Neuro-Linguistic Programming practitioner with 25+ years of experience, about how the ·language of the mind· creates patterns of emotions, beliefs, and behaviors·and how those patterns can be changed through root-cause work. Heidi connects NLP to money issues that commonly come up in her work, like worthiness, lack and limitation, and relationship dynamics around finances. She shares examples of a successful day trader who couldn·t keep money due to an unconscious childhood message, and a woman who shifted a belief that money is hard to get after tracing it back to an overheard conversation. Heidi also explains what she means by ·money as energy,· describing how gratitude for both paying and receiving money helped transform her own relationship with it. Learn more at heidiherron.com, including 1:1 work, NLP training, and her book, The Wizard of Cause. 01:39  Neuro-Linguistic Programming Explained  03:25 Mind Chatter and Feelings 05:14 Money Meets Mindset 05:51 Top Money Blocks 08:01 Root Causes and Memory 09:05 Money Pattern Stories 12:35 Beliefs Create Reality 14:15 Common Meanings and Limits 16:58 Money as Energy 17:28 Heidi Money Turnaround 21:30 Digital Money and Vapor Key Links: https://www.heidiheron.com/ https://www.instagram.com/dr.heidiheron/ https://www.facebook.com/DrHeidiHeron https://www.youtube.com/c/nlpwithdrheidi https://www.linkedin.com/in/drheidiheron/ 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. Jul 20

    Life Insurance Claims After Loss: Delays, Denials, and How to Prepare

    On this episode of CFO at Home, Vince's guest is attorney Stephanie Prestridge of Life Claim, who helps families when life insurance benefits are delayed, denied, or disputed after a death. Stephanie shares how seeing her typically strong grandmother get overwhelmed by legal matters after her grandfather's Parkinson's diagnosis shaped her shift into estate-related work with an emphasis on a client-centered approach. Vince and Stephanie then discuss the importance of estate and financial planning working together, with direct communication between attorneys and financial advisors. They also discuss what happens when someone dies without clear documentation, and some of the reasons life insurance claims get held up. Their conversation wraps up with Stephanie discussing the importance of reviewing policies with a financial advisor and, most importantly, telling someone the policy exists. For more on Stephanie and Life Claim, go to lifeclaim.com, call 888-615-3270, or email stephanie.prestridge@lifeclaim.com Key Topics: 1:00 Welcome and Focus 01:42 Grandparents Spark a Calling 03:29 Learning Estate Planning Up Close 05:53 Lawyer and Advisor Teamwork 09:13 Should Your Pros Connect 11:09 No Plan After Death 14:13 Personal Life Insurance Stories 16:12 Why Claims Get Denied 18:02 Contestability Period Explained 22:43 Other Common Claim Pitfalls 26:36 What to Do When Denied 30:05 Proactive Policy Checkups 34:07 LifeClaim Services and Contact 35:58 Closing Thanks and Wrap Key Links: https://www.lifeclaim.com/ 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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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
    272
  • Rating
    Clean
  • Show Website
    CFO at Home

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