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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212. The Investor's Golden Playbook Part 1 - How a Financial Expert Built Wealth and a Legacy
08/25/2025
212. The Investor's Golden Playbook Part 1 - How a Financial Expert Built Wealth and a Legacy
On this episode of CFO at Home, Vince's guest is Frank Buchholz, a seasoned financial expert with over 40 years of experience, and the author of The Investor’s Golden Playbook, 12 Rules for Achieving Real Wealth. Frank shares his personal financial journey, building an impressive retirement savings of over $8 million, beginning with modest contributions to his 401(k) in the early 1980s. He discusses the importance of maxing out contributions, the critical decisions he made during market downturns, and the lessons learned from navigating the Great Recession. Frank also emphasizes the significance of understanding investment strategies and the need for guidance in today’s investment landscape. For more about Frank and The Investor’s Golden Playbook, visit investorsgoldenplaybook.com Key Topics: Frank's Journey: From $2,000 Contributions to $8 Million in Savings The Importance of Maxing Out Your 401(k) Navigating Market Downturns: Lessons from the Great Recession The Shift from Pensions to 401(k)s: A New Era of Retirement Planning Building a Legacy: Passing Wealth and Knowledge to the Next Generation Understanding the Need for Investment Guidance 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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211. 7 Basic Wealth Strategies Part 2 - Navigating Debt and Cash Flow
08/18/2025
211. 7 Basic Wealth Strategies Part 2 - Navigating Debt and Cash Flow
On this episode of CFO at Home, Vince continues his conversation with Victor Idoko, wealth strategist and author of '7 Basic Wealth Strategies'. Victor and Vince dive into how the 7 Basic Wealth Strategies are applicable specifically to those struggling to manage their finances. Victor shares his observations on the challenges faced by those living paycheck to paycheck, emphasizing the critical role of cash flow management and the dangers of bad debt. He outlines practical steps for tackling debt effectively and discusses the importance of creating a sustainable cash flow plan that allows individuals to enjoy life while working towards financial stability. For more about Victor and his resources, visit cfvservices.com.au/resources Key Topics: Applying Wealth Strategies to All Financial Situations Understanding Bad Debt and Its Impact Strategies for Quick Debt Elimination Creating a Sustainable Cash Flow Plan Budgeting for Different Life Stages Success Stories: Transforming Financial Lives 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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210. 7 Basic Wealth Strategies
08/11/2025
210. 7 Basic Wealth Strategies
In this episode of CFO at Home, Vince’s guest is Victor Idoko, wealth strategist and author of 7 Basic Wealth Strategies. Vince and Victor discuss the importance of a holistic approach to wealth management, and walk through the seven strategies outlined in his book, which serve as a roadmap for anyone looking to enhance their financial well-being, regardless of their current financial status. We also discuss common biases that affect financial decision- making, the significance of tailored cash flow management, and the critical need for a mindset shift when it comes to budgeting. To learn more about Victor and the 7 Basic Wealth Strategies, go to cfvservices.com.au/resources Key Topics: Victor's Journey in Personal Finance The Motivation Behind 'Seven Basic Wealth Strategies' Overview of the Seven Basic Wealth Strategies Understanding and Overcoming Financial Biases The Importance of Tailored Cash Flow Management Shifting Mindsets Around Budgeting and Spending 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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209. Transforming Adversity into Wisdom - A Financial Coach’s Personal Insights on Managing Money
08/04/2025
209. Transforming Adversity into Wisdom - A Financial Coach’s Personal Insights on Managing Money
On this episode of CFO at Home, Vince·s guest is Paris Cluff, a Certified Financial Educator and Coach. Paris shares his journey from a corporate career, to becoming a financial advisor and educator, all while navigating his own personal financial setbacks during the 2008 economic downturn. He candidly discusses the challenges he encountered, and how those experiences reshaped his approach to personal finance. Paris emphasizes the importance of managing, protecting, and growing wealth, and shares valuable lessons learned, including the necessity of having an emergency fund and tracking expenses effectively. Check out the conversation and discover how Paris transformed his financial philosophy, and how you can apply his lessons learned to your own financial journey. For more insights and resources, visit pariscluff.com. Key Topics: Paris's Journey from Corporate Employee to Financial Educator Facing Financial Hardship: Lessons Learned The Importance of Emergency Funds Managing, Protecting, and Growing Wealth Tracking Expenses: The Key to Financial Awareness The Transition from Budgeting to Cash Flow Statements 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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208. Breaking Free from Paycheck to Paycheck Living Part 2 - The Five-Step Savings Plan
07/28/2025
208. Breaking Free from Paycheck to Paycheck Living Part 2 - The Five-Step Savings Plan
This episode is Part 2 of Vince’s discussion with Paul Craan, author of 'How to Be Financially Free'. This time around Paul shares his personal journey from being a person who spent all of his extra income, to discovering a unique savings strategy that allowed him to build wealth steadily over time. He walks listeners through his Five-Step Savings Plan, emphasizing the importance of discipline in managing money and how this unconventional approach can help break the paycheck-to-paycheck cycle. For more insights and resources, visit paulcraan.com. Key Topics: Introduction to the Five Step Savings Plan The Importance of Discipline in Saving How Loans Against CDs Can Work for You Building Wealth Over Time: A Personal Journey Transforming Your Financial Mindset Practical Tips for Managing Everyday Expenses Key Links: Contact the Host - Want to be a guest on CFO at Home? Send Vince a message on PodMatchhere:
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207. Breaking Free from Paycheck to Paycheck Living Part 1 - Mindset, Gratitude, and Challenging Conventional Financial Wisdom
07/21/2025
207. Breaking Free from Paycheck to Paycheck Living Part 1 - Mindset, Gratitude, and Challenging Conventional Financial Wisdom
On this episode of CFO at Home, Vince’s guest is Paul Craan, author of 'How to Be Financially Free.’ Paul and Vince explore the concepts of financial freedom and independence, Paul’s thoughts on how to transition from relying solely on active income to building passive income streams that can cover expenses, and the importance of gratitude and happiness in the financial journey. Paul also shares his thoughts on common financial practices like budgeting and credit card usage, with Paul offering his unique perspective on why traditional budgeting may not be the best approach. For more on Paul and his work, visit paulcraan.com Key Topics: The Difference Between Financial Freedom and Financial Independence The Importance of a Positive Money Mindset Building Passive Income Streams The Role of Gratitude in Financial Happiness Rethinking Budgeting: A New Approach to Managing Finances Smart Credit Card Usage and Its Impact on Financial Health 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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206. Creating a Lasting Financial Legacy
07/14/2025
206. Creating a Lasting Financial Legacy
This episode of CFO at Home is Part 2 of Vince’s conversation with Christopher Wilson, author of 'How to Make Your Nest Egg Last a Lifetime. This time around Chris and Vince discuss building a financial legacy. Chris shares insights from his book, particularly his innovative North Star Nest Egg Legacy Model, designed to help individuals avoid some of the common pitfalls of retirement planning, and the importance of preserving purchasing power in order to thrive, not just survive, in retirement. To learn more about Christopher and his work, visit christopherawilson.com Key Topics: The Importance of Building a Financial Legacy Understanding the Risks of Annuities The North Star Nest Egg Legacy Model Investment Strategies for Retirement Preserving Purchasing Power in Retirement Thriving in Your Golden Years 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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205. Reviving Investment Clubs: Strategies for Young Investors
07/07/2025
205. Reviving Investment Clubs: Strategies for Young Investors
On this episode of CFO at Home, Vince’s guest is Christopher Wilson, author of 'How to Make Your Nest Egg Last A Lifetime.' Chris and Vince discuss the resurgence of investment clubs, especially for young people looking to build wealth. Chris outlines the basic structure and benefits of investment clubs, emphasizing their educational value. He also covers the evolution of investing from traditional clubs in the 80s and 90s to today's virtual platforms. Chris explains the importance of having a well-defined operating agreement for successful club functioning and highlights the benefits of combining personal brokerage accounts with club investments to enhance financial literacy and investment strategy. To learn more about Christopher and How to Make Your Nest Egg Last a Lifetime, go to christopherawilson.com Key Topics: The Concept of Investment Clubs How Investment Clubs Operate Benefits of Joining an Investment Club Mechanics of Investment Clubs Investment Strategies and Education Long-term Investing and Market Understanding Getting Started with Investment Clubs 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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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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