CFO at Home

Vince Carter
  • 4.9 (30)
  • 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. 2H AGO

    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
  2. You Might Also Like: The Happiness Lab: Getting Unstuck

    2H AGO · BONUS

    You Might Also Like: The Happiness Lab: Getting Unstuck

    Introducing Stop Wasting Your Energy — Here’s What to Do Instead (with Dr. Diana Hill) from The Happiness Lab: Getting Unstuck. Follow the show: The Happiness Lab: Getting Unstuck A lot of us spend our energy on things that aren’t worth it: projects, relationships, or goals that may feel important in the moment but ultimately leave us frustrated and drained. Dr. Diana Hill, clinical psychologist and author of Wise Effort: How to Focus Your Genius Energy on What Matters Most, gives us a roadmap for applying our energy more effectively in the new year — so that our lives feel lighter, more purposeful, and energizing instead of exhausting. See omnystudio.com/listener for privacy information. 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. 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

  4. 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

  5. 12/01/2025

    Demystifying Money, Becoming Financially Empowered

    On this episode of CFO at Home, Matt Marizio, lawyer, father, and entrepreneur, shares his incredible journey from playing professional baseball to becoming a founder of a registered investment advisory firm, Reconstructing Wealth. Matt discusses how his childhood experiences with money shaped his perspective and how he overcame financial adversities along the way. He also dives into the importance of understanding the 'rules of the game' when it comes to personal finance, the limitations of relying solely on financial advisors, and strategies for achieving financial freedom by emotionally detaching from money. Matt also discusses the value of aligning with advisors who share your worldview and the significance of self-education in personal finance. For more info on Matt and Reconstructing Wealth, go to Reconstructingwealth.com 02:23 From Baseball to Finance: Matt's Journey 06:56 Early Financial Lessons and Struggles 09:15 Learning the Language of Money 09:46 Balancing Family and Finance 16:09 Understanding the Rules of the Game 22:21 Choosing the Right Financial Advisor 32:16 Reconstructing Wealth: Matt's Mission 35:44 Conclusion and Final Thoughts Key Links: Reconstructing Wealth Matt Morizio (@mattmorizio) • Instagram photos and videos https://www.facebook.com/matt.morizio Matt Morizio - CEO of Reconstructing Wealth | 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

    38 min

  6. 11/24/2025

    225. Level Up your Finances Part 2 - Commitment, Momentum, and the Path to Financial Freedom

    On this episode of CFO at Home, Vince wraps up his conversation with financial coach Justin Bennett. This time, Justin and Vince dive deep into two critical stages of financial growth, focusing on commitment and momentum. Justin emphasizes that true change begins with a firm commitment to financial goals, illustrated through true stories of clients overcoming obstacles. They explore the importance of alignment in couples' financial journeys, the necessity of regular communication to foster shared goals, and how small victories can create a ripple effect, leading to significant financial freedom. For more insights from Justin, check out his work at levelupyourfinances.com Key Topics: The Importance of Commitment in Financial Planning Transformative Stories of Client Success Aligning Financial Goals in Relationships The Role of Communication in Overcoming Financial Challenges Building Momentum Towards Financial Freedom Strategies for Creating Generational Wealth Key Links: Level Up Your Finances - levelupyourfinances.com Strong Tower Consulting - strongtowerconsulting.com Justin on Instagram Justin on 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

    34 min

  7. 11/17/2025

    Level Up your Finances Part 1 - Breaking the Cycle

    On this episode of CFO at Home, Vince·s guest is Justin Bennett, a financial coach with a remarkable story of overcoming his own financial challenges, including how he overcame being over $100,000 in debt, to achieve financial freedom. With a focus on awareness and knowledge, Justin outlines the first two levels of his proven system for financial success, emphasizing the importance of tracking expenses and budgeting proactively. Through sharing stories and practical advice, Justin provides inspiration to take control of your finances and make informed decisions. For more insights from Justin, check out his work at levelupyourfinances.com Key Topics: The Journey from Debt to Financial Freedom Understanding the Impact of Daily Financial Choices The Importance of Awareness in Financial Management Budgeting: Proactive vs. Reactive Approaches Real-Life Examples of Financial Transformation Steps to Achieve Financial Freedom Key Links: Level Up Your Finances JustinBennettFinances | Facebook Justin Bennett (@justinbennettfinances) • Instagram  Linkedin.com/in/justinbennettfinances/ Contact the Host - vince@thecfoathome.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

    32 min

  8. 11/10/2025

    Love, Money, and Wealth in Relationships Part 2

    On this episode of CFO at Home, I wrap up my conversation with Suzanne Leydecker, lifelong philanthropist and author of "A Woman on Top: My Journey Through Self Discovery Through Love and Money." This time around Suzanne continues to share her personal evolution with money, detailing her experiences from a young marriage to navigating life as a single mother. She discusses the complexities of wealth, self-worth, and the journey toward happiness, emphasizing that financial status does not determine personal value. Through her story, Suzanne illustrates the importance of self-care, philanthropy, and the power of giving back. For more about Suzanne and her work, visit SuzanneLeydecker.com. Key Topics: Evolving Relationship with Money: From Marriage to Independence  The Connection Between Self-Worth and Net Worth  Philanthropy and the Joy of Giving  Understanding Gender Dynamics in Financial Conversations  Practical Tips for Overcoming Financial Anxiety  The Importance of Self-Discovery in Relationships  Key Links Suzanne Leydecker - suzanneleydecker.com A Woman on Top: My Journey of Self-Discovery Through Love and Money: Leydecker, Suzanne Suzanne Leydecker (@suzanneleydecker) • Instagram  Suzanne Leydecker - LinkedIn :Suzanne Leydecker - 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

    28 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
    239
  • Rating
    Clean
  • Show Website
    CFO at Home