CFO at Home

Vince Carter

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. 3D AGO

    Debt Relief and Consumer Rights

    On this episode of CFO at Home, Vince's guest is Efstathios Georgiou of Georgiou Law PLLC, a former bank attorney who now advocates for consumers facing credit card debt, collections, and lawsuits. Efstathios shares why debt should be treated as a solvable challenge, outlines common misconceptions pushed by national debt companies, and breaks down debt consolidation versus debt settlement, including credit score impacts and recovery timelines. Vince and Efstathios also discuss negotiating strategies, debt validation requests, the potential tax consequences of debt forgiveness and the importance of financial literacy ·aftercare,· once you·re out of debt. For more on Efstathios visit georgioulawpllc.com, or check out his podcast, Georgiou Law, PLLC Podcast 01:16 From Bank Lawyer to Advocate 03:07 Debt Is Not Shame 04:45 How Much Debt Is Typical 06:31 Bad Advice and Misconceptions 09:25 Consolidation vs Settlement 11:20 When Credit Score Matters 15:10 Debt Buyers and Validation 17:47 DIY Negotiation or Lawyer Up 20:33 Served With a Lawsuit 24:04 Different Debts Different Rules 27:52 Aftercare and Literacy 31:19 Harassment and Predatory Lending 33:51 Avoid High Interest Lenders 36:56 Buy Now Pay Later Risks 39:18 Guest Podcast and Wrap Up Key Links https://georgioulawpllc.com/ Georgiou Law PLLC Podcast Georgiou Law, PLLC (@georgiou.law.pllc) • Instagram photos and videos https://www.facebook.com/61576800958820/about/ https://www.youtube.com/@nyconsumercreditlaw 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

    43 min

  2. APR 13

    Creating Wealth Amid the Noise: Long-Term Investing, Discipline, and Empowerment - Part 2

    On this episode of CFO at Home, VInce wraps up his conversation with 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. This time around, Vince and Mario discuss parents teaching money lessons, the importance of developing communication and networking skills, ·ignoring the noise· as an investor, and Mario·s book. For more on Mario; his book, and his business, go to bgscapitalmanage.com 00:45 Parents Teaching Money  02:56 Hard Love Lessons 05:18 Networking Creates Luck 09:07 Communication Skills Reset 13:04 Wealth Transfer Wakeup 15:00 Retirement Basics 401k 18:00 Ignore Noise Build Wealth  21:46 Mario's Book: The Art of Creating Wealth  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

    25 min

  3. APR 6

    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

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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
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Trailer

4.9
out of 5
32 Ratings

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
    252
  • Rating
    Clean
  • Show Website
    CFO at Home

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