CFO at Home
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
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204. The New Job Search Playbook: Mastering the Interview, Strategies to Stand Out and Succeed
06/30/2025
204. The New Job Search Playbook: Mastering the Interview, Strategies to Stand Out and Succeed
On this episode of CFO at Home, Vince continues his conversation with Amy Adler, President of Five Strengths Career Transition Experts, this time focusing on job interviews. Amy and Vince explore the critical steps in preparing for interviews in today’s competitive job market, and the importance of showcasing your experience and aligning personal goals with the organization's mission. Amy shares valuable insights on handling panel interviews, the significance of crafting a compelling elevator pitch, and the art of responding to unexpected questions with poise. To learn more about Amy, go to Fivestrengths.com Key Topics: Strategies for preparing for panel interviews The importance of a concise and engaging self-introduction Techniques for handling curveball questions during interviews The value of following up with interviewers post-conversation How to leverage ChatGPT for interview preparation Understanding the subtext of interview questions Key Links: Contact the Host - Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
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203. The New Job Search Playbook: Resumes, LinkedIn, and AI
06/23/2025
203. The New Job Search Playbook: Resumes, LinkedIn, and AI
This episode of CFO at Home is part 1 of Vince’s conversation with Amy Adler, President of Five Strengths Career Transition Experts, a firm specializing in resume writing for executives and their teams. In this part of their conversation, Amy and Vince discuss the transformative impact of technology, particularly AI and ChatGPT, on the job search process. They delve into how candidates can leverage these tools to enhance their resumes and cover letters while avoiding the pitfalls of over-reliance, and discuss best practices for updating outdated resumes, the significance of LinkedIn profiles, and the necessity of aligning one's online presence with their professional brand. To learn more about Amy, go to Fivestrengths.com Key Topics: The role of AI and ChatGPT in modern job applications The importance of personalization in resumes and cover letters Best practices for updating outdated resumes Strategies for effective job searching in a competitive market Aligning your LinkedIn profile with your professional goals The impact of social media presence on job searching Key Links: Contact the Host - [email protected] Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
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Quick Take - The 7 Money Personalities: A Guide for Couples
06/16/2025
Quick Take - The 7 Money Personalities: A Guide for Couples
In this episode of CFO at Home, Vince delves into the fascinating world of behavioral finance, particularly focusing on the concept of The 7 Money Personalities as introduced by Ken Honda in his book "Happy Money." Vince explains how understanding our own and our partner's money personalities can significantly improve financial decision-making and communication within relationships. He breaks down the seven distinct personalities: the Money Maker, the Worrier, the Compulsive Spender, the Compulsive Saver, the Indifferent to Money, the Generous Giver, and the Financial Avoider. Listeners will learn how these personalities can complement each other and foster unity, trust, and transparency in financial discussions. Additionally, Vince highlights the different emotional needs men and women have regarding money, emphasizing the importance of mutual understanding and open communication for couples to thrive financially together. Key Topics: Exploring The 7 Money Personalities and their impact on financial behavior How understanding money personalities promotes unity and peace in relationships The importance of trust and transparency in financial discussions Balancing different financial tendencies for a harmonious partnership Recognizing and respecting emotional needs related to money in men and women Strategies for effective communication and goal-setting in financial planning Key Links: Contact the Host - Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
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202. The 8 Decisions That Could Make or Break Your Retirement Part 2
06/09/2025
202. The 8 Decisions That Could Make or Break Your Retirement Part 2
On this episode of CFO at Home, Vince continues his discussion with Mel Stubbs, author of "Your FERS Federal Retirement: The 10 Decisions that Will Make or Break Your Retirement." Their focus shifts to the critical Social Security decision, exploring how to maximize benefits while considering the implications for beneficiaries. Mel breaks down the complexities of when to take Social Security, the impact of life expectancy, and the importance of strategic planning. They also discuss long-term care decisions, evaluating self-insurance versus insurance policies, and the significance of working with an advisor to navigate these crucial choices. For more insights, visit christycapital.com. Key Topics: Understanding the optimal age to start taking Social Security benefits Evaluating the trade-offs of postponing benefits for higher payouts The implications of Social Security on beneficiaries Exploring long-term care options: self-insurance vs. insurance policies The importance of working with a financial advisor for retirement planning Strategies for transitioning to retirement and finding purpose Key Links: Contact the Host - [email protected] Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
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201. The 8 Decisions That Could Make or Break Your Retirement Part 1
06/02/2025
201. The 8 Decisions That Could Make or Break Your Retirement Part 1
On the next 2 episodes of CFO at Home, Vince’s guest is Mel Stubbs, author of "Your FERS Federal Retirement: The 10 Decisions that Will Make or Break Your Retirement," to discuss key decisions that can shape our retirements. In this episode, Mel and Vince focus on 4 of the 8 decisions that many of us will face, regardless of whether we’re federal employees or not; when to retire, what to do with company offered life insurance, what to do with our retirement accounts, and the tax planning decision. To learn more about Mel and his book, go to christycapital.com Key Topics: Determining the right time to retire based on financial readiness Evaluating company-offered life insurance options Understanding the benefits and rules surrounding 401(k) and TSP accounts Tax planning strategies for retirement savings The role of Social Security and pensions in retirement planning How to effectively manage retirement income to avoid tax pitfalls Key Links: Contact the Host - [email protected] Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
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200. Financial Fees Explained: Navigating the Costs of Investment Advice
05/26/2025
200. Financial Fees Explained: Navigating the Costs of Investment Advice
This episode of CFO at Home is Part 2 of Vince’s conversation with Certified Financial Planner Filip Telibassa. This time, Filip and Vince tackle the topic of investment fees; the significant impact that fees can have on long-term investment returns, and the importance of understanding the different fee structures associated with financial advice. They also discuss the trend of lower-cost investment options like ETFs and index funds. For more from Filip, visit his website BenzinaWealth.com Key Topics: Understanding the impact of investment fees on long-term returns The difference between fee-only and fee-based financial advisors The advantages of a flat fee structure over asset under management fees The importance of unbiased fund selection for clients Trends in investment options: ETFs and index funds How to evaluate financial advisors and their fee structures Key Links: Contact the Host - Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
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199. Layoff Preparedness: Building Resilience and Financial Security
05/19/2025
199. Layoff Preparedness: Building Resilience and Financial Security
On this episode of CFO at Home, Vince sits down with Pav Lertjitbanjong, a career and financial resilience expert, and self-made millionaire, to discuss the critical topic of preparing for layoffs and career setbacks. Pav shares her personal journey of overcoming significant financial challenges, including a life-changing divorce that led her to discover the importance of financial literacy and resilience. They discuss practical strategies for financial preparedness, including the creation of an "FU Fund" to cushion against unexpected job loss, the importance of diversifying income streams, and the power of building a personal brand. To learn more about Pav and get more of her tips on navigating layoffs and career changes, check out mycoachpav.com Key Topics: The importance of financial preparedness for unexpected layoffs Creating an "FU Fund" for financial security Diversifying income streams to enhance financial stability Building a personal brand to increase job marketability Recognizing warning signs of potential layoffs The role of mindfulness and resilience in overcoming setbacks Key Links Contact the Host - [email protected] Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
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198. Reverse Budgeting: Turning Your Finances on Their Head
05/12/2025
198. Reverse Budgeting: Turning Your Finances on Their Head
This episode of CFO at Home is Part 1 of Vince’s conversation with Certified Financial Planner Filip Telibassa. In this part of our conversation Filip and Vince explore the concept of reverse budgeting. Filip explains how reverse budgeting flips traditional budgeting on its head by prioritizing savings and financial goals before addressing fixed expenses. He also shares insights on how this method can alleviate the feelings of deprivation often associated with budgeting, making it easier for clients to plan for their goals. Filip and Vince also discuss the importance of aligning financial goals with core values, and the dynamic nature of reverse budgeting, including how to assess its effectiveness over time. To learn more about Filip, visit his website BenzinaWealth.com Key Topics: Understanding reverse budgeting and its benefits The emotional impact of traditional budgeting vs. reverse budgeting How to set financial goals based on core values Managing cash flow and assessing the success of reverse budgeting The role of budgeting apps in financial tracking Using reverse budgeting for debt elimination strategies Key Links: Contact the Host - Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
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197. From Middle-Class to Millionaire
05/05/2025
197. From Middle-Class to Millionaire
On this episode of CFO at Home, Vince’s guest is Derrick Kinney, a successful entrepreneur who achieved millionaire status by age 37. Derrick shares his inspiring journey of going from a lower middle class background to financial success, emphasizing the importance of mindset and how it can shape one's financial destiny. Derrick and Vince discuss the significance of problem-solving in any career, the crucial steps to managing money effectively, and Derrick’s five-step framework, the Millionaire Money Map, designed to help individuals escape the middle class and achieve true financial freedom. For more of Derrick’s wisdom, check out DerrickKinney.com and his Good Money Podcast. Key Topics: The journey from lower middle class to millionaire The entrepreneurial mindset and its importance in any career Understanding and managing money effectively The Millionaire Money Map: five steps to financial freedom The impact of mindset on financial success How to create a giving strategy that aligns with your goals Key Links: Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
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196. Improve Your Money Behavior Part 2: Investing
04/28/2025
196. Improve Your Money Behavior Part 2: Investing
This episode of CFO at Home is Part 2 of VInce’s conversation with Jonathan Blau, Founder and Chief Executive Officer of Fusion Family Wealth, a Long Island-based, fee-only, registered investment advisory firm. Jonathan and Vince discuss the misconceptions surrounding risk and volatility, how our fears can lead us to make poor financial decisions, the importance of understanding purchasing power and the long-term nature of investing and dive into three common behavioral mistakes that investors often make. To l earn more about Jonathan, go to fusionfamilywealth.com, or check out his podcast, Crazy Wealthy Podcast. Key Topics: Understanding risk and volatility in investing The impact of inflation on purchasing power Common behavioral mistakes investors make The importance of disciplined investing for long-term goals Overcoming psychological barriers to investing Key Links Contact the Host - [email protected] Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
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195. Improve Your Money Behavior Part 1: Understanding Procrastination and our Spending Habits
04/21/2025
195. Improve Your Money Behavior Part 1: Understanding Procrastination and our Spending Habits
On the next two episodes of CFO at Home, Vince’s guest is Jonathan Blau, Founder and Chief Executive Officer of Fusion Family Wealth, a Long Island-based, fee-only, registered investment advisory firm. Jonathan is also an industry thought leader in behavioral finance – helping investors learn to make rational money decisions and identify biases that drive poor money decisions and then helping to modify their “money behavior". In part 1 of their conversation, Vince and Jonathan dive into the psychology behind procrastination, particularly how it affects our ability to plan and make crucial financial choices. They also discuss what makes some of us overspenders, while others are frugal, and how the pain associated with making financial choices leads many to avoid planning altogether, often opting for immediate gratification instead. To learn more about Jonathan, go to fusionfamilywealth.com, or check out his podcast, Crazy Wealthy Podcast. Key Topics: Understanding procrastination in financial planning The pain of making financial choices and its impact on behavior The physiological effects of spending and the pursuit of happiness How hyperbolic discounting affects long-term financial decisions The balance between overspending and being overly frugal The influence of upbringing on spending habits and financial fears Key Links Contact the Host - [email protected] Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
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194. The Financial Challenges of Caregiving
04/14/2025
194. The Financial Challenges of Caregiving
On this episode of CFO at Home, Vince’s guest is Nicole Smith, author of "Diagnosis Dementia: Your Guide to Elder Care Planning and Crisis Management." Nicole shares her personal journey into caregiving, sparked by her mother's Alzheimer's diagnosis, and discusses the emotional and financial challenges faced by caregivers, including the significant costs associated with care, the complexities of Medicare and Medicaid, and the importance of planning ahead. They also discuss the necessity of having candid conversations about mortality and financial preparedness with loved ones. To learn more about Nicole and her book, visit njsmithbooks.com Key Topics: The emotional and financial impacts of caregiving Understanding Medicare and Medicaid limitations The importance of planning for long-term care Navigating Activities of Daily Living (ADLs) and instrumental activities of daily living (IADLs) Building a supportive team of professionals for elder care The necessity of discussing financial and medical powers of attorney Key Links: Area Agencies on Aging - Elder Law Attorneys - Contact the Host - [email protected] 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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Quick Take - Stock Market Volatility
04/07/2025
Quick Take - Stock Market Volatility
Vince shares throughts on the volatility in the US stock market
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193. Hip Hop and Financial Literacy
03/19/2025
193. Hip Hop and Financial Literacy
On this episode of CFO at Home, Vince’s guest is Drew Boyer, a Certified Financial Planner and author of "Hip Hop X Finance: Become a Financial Gangster, Get off Debt Row and Stack your Cash Flow." Drew shares his journey of merging his passion for music and personal finance, illustrating how hip hop culture can serve as an engaging lens for financial education. He discusses the importance of understanding personal finance through relatable examples from hip hop moguls, including Hammer and Dr. Dre. Dre emphasizes the significance of patience in investing, the value of surrounding ourselves with the right advisors, and how to navigate the complexities of financial literacy in today's fast-paced world. To learn more about Drew and Hip Hop X Finance, visit hiphopxfinance.com Key Topics: The intersection of hip hop culture and personal finance Lessons from hip hop moguls on success and failure The importance of patience and long-term investing Navigating financial literacy for younger generations How to choose the right financial advisors Understanding the impact of social media on financial advice Key Links: Contact the Host - [email protected] Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
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192. Empowering Women: Investing with Confidence and Values
03/12/2025
192. Empowering Women: Investing with Confidence and Values
On this episode of CFO at Home, Vince’s guest is Janine Firpo, co-founder of the nonprofit Invest for Better and author of the book "Activate Your Money." Janine shares her journey as an investor and her passion for empowering women to take control of their financial futures. She discusses the systemic barriers women face in investing, the significance of values-aligned investing, and the importance of community in fostering financial confidence. Janine also highlights the need for women to understand their financial situations, especially during life transitions like divorce or widowhood. To explore more about Janine's work and resources, visit investforbetter.org Key Topics: The importance of empowering women in investing Understanding systemic barriers to women's financial education The concept of values-aligned investing Community learning and support for women investors Navigating financial challenges during life transitions The significance of financial literacy in creating generational wealth Key Links: Contact the Host - Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
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191. Navigating Finances with a CFO Mindset
03/06/2025
191. Navigating Finances with a CFO Mindset
On this episode of CFO at Home, Vince’s guest is John Cousins, founder of MBA A$AP, an online business education community that provides individuals around the world with access to valuable business skills and knowledge John shares his thoughts on the importance of treating personal finances like a business, discussing key concepts such as income-producing assets, the pitfalls of consumer debt, and the significance of financial literacy. John also dives into the complexities of student loans, the value of education versus its cost, and offers practical advice for young adults navigating their financial futures. To explore more about John's work and resources, visit mba-asap.com. Key Topics: Treating personal finances like a business Understanding income-producing assets vs. consumer debt The impact of student loans on financial health The importance of financial literacy for everyone Exploring alternative paths to traditional education Building wealth and securing financial futures Key Links: Contact the Host - [email protected] Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
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190. Personal Injury Insights: Financial Strategies for the Unexpected
02/19/2025
190. Personal Injury Insights: Financial Strategies for the Unexpected
In this episode of CFO at Home, Vince’s guest is litigation and personal injury lawyer Jon Groth. Jon shares advice for those seeking a personal injury lawyer, discusses proactive financial steps to take before an injury occurs, outlines strategies for negotiating medical bills, and discusses the significance of having a knowledgeable insurance agent as part of your financial team. You can learn more about Jon and Groth Law Firm by going to GrothLawFirm.com Key Topics: How to choose the right personal injury lawyer Proactive financial steps to take before an injury Understanding insurance coverage and its importance Negotiating medical bills and costs The role of an insurance agent in your financial team Strategies for managing medical expenses post-injury Key Links: Contact the Host - Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:
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189. Navigating Finances in Relationships
02/12/2025
189. Navigating Finances in Relationships
On this episode of CFO at Home, Vince’s guest is Angelo Santiago, a men's marriage and relationship coach. Angelo shares practical tips on fostering open communication about money, recognizing the impact of upbringing on financial perspectives, and the necessity of shared financial goals. Angelo also shares the evolution of his relationship with his wife and the pivotal conversations that ultimately strengthened their financial partnership. To learn more about Angelo and his work, visit angelosantiago.com, and check out the Better Husband Podcast Key Topics: The role of financial discussions in marriage Understanding different financial backgrounds Navigating disagreements about spending and saving The importance of having money meetings Building trust and respect in financial management Practical tips for effective communication about money Key Links: Contact the Host - [email protected] Want to be a guest on CFO at Home? Send Vince Carter a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500
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188. Financial Literacy for the Next Generation: Lessons from Cradle to Credit
02/05/2025
188. Financial Literacy for the Next Generation: Lessons from Cradle to Credit
On this episode of CFO at Home, Vince’s guest is Sharon Soliday, a passionate advocate for financial education, particularly for young people. Sharon shares her own journey growing up with limited financial resources and how it shaped her desire to help others learn valuable money lessons. Sharon’s book "Cradle to Credit," emphasizes the importance of teaching kids financial concepts from an early age, and provides practical strategies for parents to engage their kids in age-appropriate discussions about money that resonate with them. Sharon and Vince discuss budgeting, allowances, the value of work, the significance of investing, and more. For more insights from Sharon, check out her website SharonSoliday.com Key Topics: Sharon's journey to financial education The importance of teaching kids about money early Practical strategies for budgeting with children The role of allowances and chores in financial literacy Encouraging work ethic and responsibility in teens Engaging kids in investing through relatable examples Key Links: Contact the Host -
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187. For the Investment Curious
01/22/2025
187. For the Investment Curious
On this episode of CFO at Home, Vince’s guest is Kurt Altrichter, the founder of Ivory Hill, a fee-only fiduciary financial advisory firm. Kurt and Vince discuss the importance of managing cash flow, understanding risk tolerance, and the often-overlooked "do nothing risk" of not investing. Kurt also provides insights into the challenges faced by individuals who are hesitant to invest and the value of having a financial advisor to navigate market volatility. You can learn more about Kurt and Ivory Hill by going to IvoryHill.com. Key Topics: Challenges Faced by Non-Investors The Importance of Cash Flow and Risk Tolerance Understanding "Do Nothing Risk" and Inflation The Role of a Financial Advisor Selecting the Right Financial Advisor Managing Emotions in Investing Key Links: Instagram - Facebook - Follow Kurt on Twitter Explore Kurt's insights on Substack Contact the Host -
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186. Money, Relationships, and Control: Insights from a Relationship Coach
01/08/2025
186. Money, Relationships, and Control: Insights from a Relationship Coach
On this episode of CFO at Home, Vince’s guest is Valerie Greene, a relationship coach with a wealth of experience in helping couples navigate the complexities of money and relationships. Valerie shares her personal journey of learning to resolve conflicts, and how it led her to become a relationship coach. Valarie and Vince also dive into the deep-seated issues that money often represents in relationships, such as control, security, and personal values. Valerie provides insights from her extensive training with relationship experts and shares case studies that illustrate how couples can move beyond surface-level money arguments to understand the dreams and values underlying their financial disagreements. To learn more about Valerie and her work, check out CoachValerieGreene.com and The Soul-Shaking Love Podcast Key Topics: Valerie's journey to becoming a relationship coach Understanding what money represents in relationships The role of control and security in money arguments Case studies: Resolving financial disagreements through empathy and understanding The importance of validating each other's dreams and values Practical exercises for couples to improve communication about money Key Links: Contact the Host -
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185. Child-Free Wealth: Rethinking Financial Independence
01/01/2025
185. Child-Free Wealth: Rethinking Financial Independence
On this episode of CFO at Home, Vince’s guest is Bri Conn, the Chief Experience Officer of Childfree Wealth®, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. Bri and Vince dive into key financial considerations for the childfree, including how childfree individuals can optimize their time, money, and freedom, the importance of having a plan for long-term care, the concept of legacy beyond traditional generational wealth and the importance of estate planning. Bri also shares tips on how to engage in sensitive conversations with childfree individuals, and the value of understanding their unique financial challenges. For more insights, check out the Childfree Wealth Podcast co-hosted by Bri and Dr. Jay Zigmont, and Dr. Jay’s new book, "The Childfree Guide to Life and Money”. Key Topics: - Introduction to Childfree Wealth - Defining Childfree vs. Childless - Financial Planning Considerations - Die with Zero Approach - Flexibility and Home Ownership - Investment Goals for the Childfree - Long-term Care Planning - Legacy and Estate Planning - Sensitive Conversations with Childfree Individuals - Book - The Childfree Guide to Life and Money Key Links Contact the Host -
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Bonus - Wrapping Up 2024 and What's Next for CFO at Home
12/04/2024
Bonus - Wrapping Up 2024 and What's Next for CFO at Home
As the year comes to a close, CFO at Home is pausing for the month of December. New episodes will resume on January 1st, featuring interviews with money experts on topics such as wealth building, investing, money and relationships, and more. In 2025, expect a mix of interview-based episodes and short educational segments designed to enhance your CFO at Home skills. With 184 full episodes and bonus content available, now is the perfect time to catch up on any you’ve missed. Visit thecfoathome.com to explore episodes by topic. Enjoy the holiday season, and remember to spend and eat wisely. Join us in January for an exciting new year! Contact the Host -
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184. Finances and Divorce - A Man’s Perspective
11/27/2024
184. Finances and Divorce - A Man’s Perspective
On this episode of CFO at Home, Vince’s guest, Paul Murphy of Divorce Detox, shares his personal story of divorce, and the challenges that he’s faced in transitioning from a spouse who was largely uninvolved in the day to day management of his finances, into the CFO of his Home. Paul’s experiences inspired him to create Divorce Detox, a digital program aimed at helping men manage the emotional and financial aspects of divorce. You can find out more about Paul and Divorce Detox by visiting divorcedetoxx.com Key Topics: Paul's personal story: career, marriage, divorce, and financial challenges The role of financial literacy and budgeting post-divorce Importance of involving both partners in financial management Emotional and mindset impacts of divorce on financial decisions Paul's creation of Divorce Detox and its role in supporting men Key Links: Contact the Host -
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Bonus - Inflation and the President Elect's Strategy to Address It
11/13/2024
Bonus - Inflation and the President Elect's Strategy to Address It
With the 2024 Presidential Election behind us, what's our new President's plan to address voter's #1 issue? Key Topics: Introduction and Election Reflection Understanding Inflation: Definitions and Current Rates President-elect's Inflation Strategy: Key Points Impact of Energy Production on Inflation Federal Spending and Deregulation Immigration and Housing Costs Geopolitical Stability and Inflation Tax Policies and Home Ownership Initiatives Conclusion: Holding Leaders Accountable
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183. Bankruptcy Basics and Student Loan Discharge
10/30/2024
183. Bankruptcy Basics and Student Loan Discharge
On this episode of CFO at Home, Vince’s guest is Luke Homen, a bankruptcy attorney and founder of Convenient Bankruptcy. Luke and Vince discuss two of the most common forms of bankruptcy, Chapter 7 and Chapter 13, and the importance of understanding the process and potential pitfalls of each. Luke shares insights into the emotional and financial aspects of filing for bankruptcy, and the impact of bankruptcy on aspects of your financial wellness such as credit scores. Luke and Vince also discuss the potential for student loan discharge through bankruptcy, a relatively new and evolving area of law, and the importance of financial literacy post-bankruptcy. For more information about Luke, visit ConvenientBankruptcy.com.
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182. Building Generational Wealth in Underrepresented Communities
10/23/2024
182. Building Generational Wealth in Underrepresented Communities
On this episode of CFO at Home, Vince’s discussion is with Jude Wilson, Chief Financial Strategist at Centrus Financial Strategies, about financial planning, specifically for underrepresented communities and the first-generation affluent. They discuss the importance of understanding cash flow versus net worth and the challenges of changing financial mindsets. Jude also shares his personal money journey as the son of Haitian immigrants as well as stories of individuals who have transformed their financial futures through strategic planning. You can learn more about Jude and his work by visiting Centrusfs.com and by listening to The Roth Guy podcast.
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181, Investing at Every Stage of Life
10/16/2024
181, Investing at Every Stage of Life
With more options available to us than ever, navigating the world of investments can be challenging, whether you’re a new investor just starting out, or a more seasoned investor looking to strike a balance between growth and income. On this episode of CFO at Home, Vince talks with Steven Wagner, from Integrity Wealth Advisors, about the importance of your investment strategy evolving in different stages of life, the psychology of money, the concept behind Lifestyle or Target Date funds, and more. You can learn more about Stephen and Integrity Wealth Advisors by visiting iwaplan.com Key Takeaways: Investment Evolution: Investing strategies should evolve as individuals progress from young entrepreneurs to retirees, with a focus on more aggressive investments in the early stages and a gradual shift to conservative options as retirement approaches. 100-Age Rule: The 100-age rule is a guideline for determining the percentage of assets to invest in stocks, but younger investors may benefit from even more aggressive strategies. Psychology of Money: Understanding the psychological aspects of investing, such as fear and greed, is crucial for making sound financial decisions and maintaining a long-term perspective. Financial Planning: A comprehensive financial plan is essential for identifying short-term and long-term goals, which in turn dictates the appropriate investment strategy. Lifestyle Funds: These funds automatically adjust the asset allocation based on the investor’s age and retirement timeline, providing a hands-off approach to managing investments. Retirement Planning: As individuals approach retirement, the focus shifts from growth to income and risk management, making professional advice invaluable. Key Links: Contact the Host -
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180. Unlocking Your Financial Thermostat, A New Mindset
10/09/2024
180. Unlocking Your Financial Thermostat, A New Mindset
Our thoughts, feelings, and emotions about money are key factors in determining our financial success. On this episode of CFO at Home, Vince talks with Pericles Rellas, a money mindset expert who has worked with tens of thousands of people for more than two decades to help them live lives of power, purpose and prosperity, using his concept of the "financial thermostat". They explore how our financial thermostats can dictate our earning and saving behaviors, the four keys to resetting your financial thermostat, and more. You can learn more about Pericles and the Financial Thermostat by visiting PericlesRellas.com Key Takeaways: Financial Thermostat: Our financial thermostat is an internal setting that influences how much money we can earn and keep. It regulates our thoughts, feelings, and emotions about money. Understanding Money: Recognizing money as a currency that flows in a circle is crucial. Blocks in the flow of money, whether incoming or outgoing, can impede financial growth. Flow Focus: Identifying where your money is going and redirecting it towards intentional goals can empower financial decisions and create a sense of control. Prosperity Structure: Instead of a traditional budget, create a prosperity structure that includes all expenses and savings, fostering a mindset of growth rather than limitation. Mentoring: Finding a mentor or coach who resonates with you can provide guidance and accountability, helping to shift paradigms and reach financial goals. Key Links: Contact the Host -
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179. Side Hustles: Balancing Passion and Profit
10/02/2024
179. Side Hustles: Balancing Passion and Profit
On this episode of CFO at Home, the discussion is Side Hustles with Joan Posivy, host of the Side Hustle Hero podcast. Joan and Vince talk about the evolving landscape of side hustles, and she shares her insights on choosing the right side hustle, the importance of matching your side hustle to your personal preferences, the balance between a full-time job and a side hustle, and more. You can learn more about Joan and her work by visiting SideHustleHero.com Key Takeaways: Choosing a Side Hustle: Select a side hustle that matches your personal preferences and work style, whether you prefer working with people or behind a desk. Goal Setting: Set clear, realistic goals and give yourself a specific timeframe to evaluate the success of your side hustle. Persistence: Many side hustles fail because people give up too soon. Commit to your side hustle for a set period before reevaluating its viability. Time Management: Efficiently manage your time by scheduling dedicated hours for your side hustle and minimizing distractions during those periods. Financial Planning: Before transitioning your side hustle to a full-time job, ensure you have sufficient savings to support yourself during the initial growth phase. Testing and Feedback: Use low-cost methods like farmers markets to test your product and gather feedback before making significant investments. Key Links:
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