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. 1d ago

    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

  2. 1d ago ·  Bonus

    You Might Also Like: On Purpose with Jay Shetty

    Introducing MILLIE BOBBY BROWN: "I Had A Panic Attack For 3 Months" from On Purpose with Jay Shetty. Follow the show: On Purpose with Jay Shetty In this deeply personal conversation, Jay and Millie Bobby Brown talk about the process of discovering who she is outside of finding immense fame at a young age. She opens up about the isolation of growing up in the spotlight, the impact of shaving her head as a child, and the three-month long anxiety spiral that led her to Kyoto, Japan. She also reflects on what parenthood means to her, and we learn more about the moment she found out she was becoming a mother. Jay discovers the daily techniques Millie uses to manage her anxiety, and dives into how her and her husband Jake built a strong foundation for their marriage.  In this episode you'll learn:  How to Build Confidence Outside of External Opinions How to Manage Anxiety and Panic Attacks in High Pressure Moments How to Build a Strong Foundation in Relationships  How to Set Healthy Boundaries with Social Media  How to Build and Maintain Loyal, Honest Friendships   How to Approach Adoption and Building a Family   How to Raise Children Deeply Rooted in Confidence This episode is for everyone who needs a reminder that no matter how hard the world gets, you are the creator of your own story. Protecting your peace and your time with loved ones is never selfish, it’s restorative. Knowing yourself before anyone tells you who you are will keep you rooted in the calmness of the present moment.  With Love and Gratitude, Jay Shetty JAY’S DAILY WISDOM DELIVERED STRAIGHT TO YOUR INBOX Join 900,000+ readers discovering how small daily shifts create big life change with my free newsletter. Subscribe ⁠⁠https://news.jayshetty.me/subscribe⁠⁠   Check out our Apple subscription to unlock bonus content of On Purpose! ⁠⁠https://lnk.to/JayShettyPodcast⁠⁠  PURPOSE10 for 10% at altrarunning.com/onpurpose. Free Shipping and Free 30-Day Trial. A State Farm agent can help you choose the coverage you need. Like a good neighbor, State Farm is there. What We Discuss: 00:00 Intro 00:49:00 What 11-Year Millie Would Think Of Her Now 00:01:39 Why She Shaved Her Head at 10 00:03:55 The Role She Most Identifies With   00:05:43 The Unbreakable Bond with Her Mom 00:06:40 Why Millie Wanted to Be a Mom 00:07:40 Sneaking Out to Get Her 11 Tattoo  00:10:57 How Motherhood Changed Her Forever 00:12:32 This Perspective Shift Changed Her Life 00:13:37 Writing Wedding Vows for a Whole Year  00:16:16 Why Adoption Was Always Part of Her Plan 00:19:08 The Moment She Became a Mom… 00:21:15 Important Lesson From Her Parents 00:23:31 Being A Big Sister 00:24:56 Addressing the “Trad Wife” Assumptions  00:26:07 Being Young In The Spotlight  00:26:16 Her Epiphany After Public Criticism  00:29:16 How to Accept Your True Self 00:32:17 Millie’s Favourite “Rappers” 00:33:13 Why She Quit Social Media Cold Turkey 00:34:52 Healing Her Worst (3 Month) Panic Attack  00:35:38 Living With Health Anxiety and Triggers 00:35:59 Finding Peace In Kyoto, Japan with Monks  00:36:46 Her Go-To Techniques for Anxiety  00:38:52 How She Discovered Her Health Anxiety 00:41:11 A Crazy Encounter Turned Nightmare  00:42:50 Mediation With A Monk 00:44:24 Being Open To Divine Intervention  00:46:15 Her Go-To Techniques for Anxiety  00:49:44 Building a Strong Foundation with Jake 00:53:08 What Jake Understands And What Others Miss 00:55:42  What Millie Values Most In Friendships 00:56:53 Watching Jake Become a Dad 00:59:41 Ignoring The Public Noise, Together  01:03:19 Scrutinizing Women In The Public Eye  01:06:44 The Advice She Gives Young Stars  01:08:54 Millie’s Mentors Growing Up 01:10:05 #1 Belief She Stands For, No Matter What 01:12:03 The Jake Game! 01:16:27 Millie On Final Five 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.

    You Might Also Like: On Purpose with Jay Shetty

  3. Jul 13

    Investing: Breaking the 1% Fee Habit, Risk, and Staying the Course Part 2

    On this episode of CFO at Home, Vince and Andy Parrillo of Parrillo Investors wrap up their conversation with a discussion of the standard 1% assets-under-management fee that many advisors charge, Andy discusses the challenges of successful ·active trading· versus buying and holding low expense funds that more closely mirror indexes, investing with ·joy,· compounding, inflation·s damage, and the importance of remaining invested through flat periods. For more resources, including Andy·s book Beat the Wealth Management Hustle, visit parrilloinvestors.com.

  4. Jul 6

    Investing: Breaking the 1% Fee Habit, Risk, and Staying the Course

    On this episode of CFO at Home, Vince speaks with Andy Parrillo of Parrillo Investors about the importance of investors understanding the fees that financial advisors charge to manage their money, and the true all-in cost of investing in mutual funds and ETFs. Andy shares a bit on the history of these fees, and advocates for investors to have their advisors provide performance reports showing their returns after fees, against the performance of the appropriate benchmark. Andy also discusses how investment portfolios can have too little risk as well as too much, investing behavioral pitfalls, market timing, fear-driven decisions, and staying the course through downturns. For more resources, including Andy·s book Beat the Wealth Management Hustle, visit parrilloinvestors.com Key Topics: 01:10 Why Fees Matter 02:57 Legacy Fee Model 04:58 Index vs Advisor Value 05:44 Fee Calculator Demo 10:35 Compounding Fee Drag 13:16 Basics of Staying Invested 15:03 Measuring Risk Tolerance 17:44 Behavioral Finance and Fear 19:22 Bear Markets and Staying Course 23:11 Advisor Value and Advantage 24:23 Diversification and Global Shift 27:12 DIY Strategy and Buffett 28:52 Market Timing Myth 30:02 Closing Thoughts on Knowledge Key Links: https://parrilloinvestors.com/ Beat the Wealth Management Hustle 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. Jun 29

    From "Gambler" to Disciplined Investor

    On this episode of CFO at Home, Vince talks with Financial Accountability Coach and founder of Cimifly Money Cecil Williams, about how he began investing in 2008 as more of a ·gambler,· using options, margin, and day trading, before later shifting (after getting married) to a disciplined, long-term approach that helped his accounts grow significantly. Cecil describes re-learning fundamentals through an investing course, using dollar-cost averaging and auto contributions into a mix of tax-advantaged and regular accounts. He shares lessons on temperament, volatility, and aligning risk with family responsibilities, emphasizing that ·small money invested consistently beats big money invested emotionally.· Cecil also explains his CASH framework (Clarity, Accountability, Structure, Habits). For more on Cecil and access to his free resources, including the Confident Investor Blueprint, go to cimiflymoney.com 02:02 From Gambling to Investing 04:08 Accounts and Automation 07:00 Painful Lessons Learned 09:18 Risk Tolerance at Home 12:29 CASH Framework for Clarity 15:48 Start With the 401k Match 17:33 Small Money Compounds 20:21 Financial Accountability Coach 22:53 Two Core Investing Tips 27:34 Boring Investing and Fun Money 31:30 Resources and Closing Thanks Key Links: https://cimiflymoney.com/resources/ https://www.facebook.com/cimiflymoney/ https://www.instagram.com/cimifly_/ https://www.linkedin.com/in/cecilvwilliams/ 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. Jun 22

    From Fired at 63 to Millionaire by 69

    On this episode of CFO at Home, Vince talks with David Nassief, who went from being fired and nearly broke at 63, to achieving a seven-figure net worth by 69. David explains how decades of procrastination, market timing, and inconsistent 401(k) contributions left him unprepared, then describes how he rebuilt by turning off financial ·noise,· studying extensively, and creating a one-page ·Wealth Compass· with nine trail markers and five North Star principles, to stay focused and avoid shiny-object mistakes. David discusses how he attributes his results to investing a large portion of income monthly, using low-cost index funds, and taking advantage of market volatility to buy more when markets fell. They also discuss the destructive impact of fees, skepticism of market forecasts, the challenge of getting back in the market after timing exits, and David·s key tips: get out of debt, follow the money, and prioritize self-education. Check out David·s free PDF compass and book for details at onepagewealthcompass.com. Key Topics: 01:30 From Fired to Millionaire 02:22 Decades of Money Mistakes 03:24 No Plan No Future 06:06 Building the Wealth Compass 08:35 Two Funds and Volatility 14:33 Why Market Timing Fails 15:47 Job Loss and Commission Pivot 16:28 Nine Markers and Principles 20:49 Fees Advisors and Termites 25:43 Two Tips Debt and Skepticism 28:49 Education and Staying Disciplined 31:24 Book, Compass, and Final Encouragement Key Links: https://onepagewealthcompass.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

  7. Jun 15

    Overcoming Fear of Investing: Inflation, Emergency Funds, and ETF Basics

    On this episode of CFO at Home, Vince·s guest is Dr. Danica Cicmil, a PhD in finance and financial educator, who helps beginners overcome fear of investing through basic education on subjects such as compound interest, and understanding inflation risk. Dani discusses starting your investing journey by taking a ·money snapshot,· using personal goals (travel, buying a home, or building a trust fund for children) to motivate investing without extreme deprivation, and how knowing fundamentals helps consumers evaluate financial advisors. Dani also explains the basics of investing through the use of Exchange Traded Funds (ETFs), and discusses her financial coaching which focuses on beginners·especially women. Check out Dani work on YouTube and Instagram, links are in the show notes. Key Topics: 01:06 Compound Interest and Inflation 02:37 Money Snapshot and 20% Rule 03:47 Emergency Fund Then Invest 05:21 Why Investing Matters 07:03 Too Late to Start? 10:27 Start Small and Automate 12:26 Balanced Money Mindset 14:51 50 30 20 Revisited 17:35 Job Security and Divorce 19:19 How Much to Know 24:39 ETFs Explained Simply 29:09 Bonds Costs and Inflation 30:31 Where to Follow Dani   Key Links: https://www.danicacicmil.com https://www.youtube.com/@dr.danicacicmil https://www.instagram.com/dr.danicacicmil/ https://www.linkedin.com/in/danica-cicmil-b672882a6/ https://www.tiktok.com/@dr.danica.cicmil 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. Jun 8

    Defending Your Wealth: AI Deepfakes, Modern Scams, and Simple Cybersecurity Steps

    On this episode, Vince talks with private investigator and cybersecurity expert Robert Siciliano, about some of today·s biggest threats to individuals building wealth. They discuss how AI and deepfakes are making voice and video fraud harder to detect, fueling a surge in high-dollar consumer scams, how emotions, loneliness, and default human trust drive victimization, and the importance of situational awareness and self-knowledge of vulnerabilities. They also discuss reframing security as risk management rather than paranoia, and practical defenses such as using password managers with unique passwords, enabling two-factor authentication, credit freezes, and VPNs on public Wi-Fi. Learn more at protectnowllc.com, and check out Robert's podcast The Security Guy & CIA Spy Podcast, and his book Identity Theft Privacy: Security Protection and Fraud Prevention. Key Topics: 01:58 AI Deepfakes Threat 03:43 Six Figure Scam Wave 04:53 Spotting the Tells 06:10 Why We Trust 09:17 Situational Awareness 10:46 Security vs Paranoia 14:56 Money Mule Job Scam 17:49 Romance Crypto Traps 19:16 Boomer Wealth Target 20:52 Data Breaches at Scale 22:02 Loneliness Exploited 22:51 Romance Scam Reality 23:17 Why Smart People Fall 24:47 Loneliness Fuels Denial 27:06 Security Like Health 29:29 Passwords Made Simple 30:59 Core Digital Defenses 33:26 Freeze Your Credit 35:04 Layered Protection Tools 36:23 VPNs and Device Updates 38:03 Resources and Wrap Up Key Links https://protectnowllc.com/ The Security Guy & CIA Spy Podcast Identity Theft Privacy: Security Protection and Fraud Prevention Robert Siciliano (@robertsiciliano) • Instagram photos and videos Robert Siciliano: Cyber Security Speaker & Personal Security Expert (@CyberAwarenessExpertSpeaker) • Facebook Robert Siciliano CSP, CSI, CITRMS - YouTube Robert Siciliano - #1 Best Selling Author & Cyber Security Speaker | LinkedIn Robert Siciliano (@robert_siciliano) | TikTok Robert Siciliano (@robertsiciliano) • Threads, Say more 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
    266
  • Rating
    Clean
  • Show Website
    CFO at Home

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