CFO at Home
Vince Carter
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Top 10 CFO at Home Episodes
Goodpods has curated a list of the 10 best CFO at Home episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to CFO at Home for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite CFO at Home episode by adding your comments to the episode page.
Trailer - CFO at Home
CFO at Home
07/07/20 • 1 min
Are your family finances not where you want them to be? That's because you don't have a CFO at Home! In each episode, Vince Carter brings on amazing guests to discuss Personal Finance fundamentals and ways to better navigate the relational aspects of money to help listeners become the CFO at THEIR home!
10/14/20 • 37 min
Bonnie Burkett is the author of Enough! The College Cost Crisis, How to Protect your Wallet and your Student’s Financial Future. On this episode of CFO at Home Bonnie and Vince discuss common myths about college education, essential skills for your student in High School and beyond, paying for college without going into debt, and more
181, Investing at Every Stage of Life
CFO at Home
10/16/24 • 45 min
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:
Integrity Wealth Advisors, Inc. | Facebook
Integrity Wealth Advisors | Twitter
Contact the Host - [email protected]
08/05/20 • 27 min
Brianne Soscia is a Certified Financial Planner and Financial Advisor who specializes in working with families, individuals, and business owners in the areas of retirement planning, investment management, and college savings. She’s also known as The Financial Yogi. On this episode of CFO at Home Brianne and Vince discuss when individuals should seek professional advice on their finances, qualifications you should look for in a financial professional, what you should know before you engage a financial advisor and more.
- Recommended resources:
-
- Books
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- The Millionaire Next Door - Tom Stanley
- Smart Women Finish Rich - David Bach
- Think and Grow Rich - Napoleon Hill
- Ways to contact/follow
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- @TheFinancialYogi - Facebook
- https://www.linkedin.com/in/financial-yogi - LinkedIn
- www.financial-yogi.com
07/29/20 • 31 min
Karen Ford is a Master Financial Coach, public speaker, entrepreneur, and author who has coached clients through a variety of money issues. On this episode of CFO at Home Vince and Karen discuss dealing with a partner’s secret spending, the importance of visualizing financial goals, debt reduction strategies, and more.
Recommended resources:
- Money Matters - Karen Ford
- You Can Do It! - Karen Ford
Ways to contact/follow:
- @kbfmoneymanaging Instagram
- KBF Money Managing YouTube
- www.karenford.org
07/22/20 • 30 min
Amy Westbrook is a certified life coach, a member of the International Coaching Federation, and a professional wealth coach. On this episode of CFO at Home Amy and Vince chat about her motivation for becoming a money coach, aligning with your partner on money, the importance of understanding your partner’s money belief system and more.
Recommended resources:
- Mind Over Money - Claudia Hammond
- Your Money and Your Brain - Jason Zweig
- Amy’s free resource - bit.ly/JoyfulSpender
Ways to contact:
177. Make Better Financial Decisions
CFO at Home
09/18/24 • 60 min
On this episode of CFO at Home, Vince talks with Tim Clifford, author of "Plan Assist: Make Better Financial Decisions," about the importance of having a financial plan, the difference between earning money and accumulating wealth, and the retirement crisis facing many Americans today. They explore the concept of diversification, the role of financial advisors, the significance of both formal and informal financial counsel, and more. You can learn more about Tim and PlanAssist, by going to PlanAssist.com.
Key Takeaways:
- Financial Planning: A simple, clear plan is essential for financial success. It doesn't need to be elaborate; even a one-page plan can make a significant difference.
- Diversification: Diversifying your investments is crucial. This includes a mix of stocks, bonds, and other assets, with a core portfolio and satellite investments for potential growth.
- Seeking Counsel: Both formal and informal advice are important. Understand the biases in informal advice and ensure formal advice is unbiased and in your best interest.
- Retirement Crisis: Many Americans are unprepared for retirement. It's crucial to start planning early and make informed financial decisions to avoid financial stress in later years.
- Education: Financial literacy is key. Seek out resources and educate yourself on financial planning and investment strategies to make better decisions.
Key Links
- Website - PlanAssist
- Email - [email protected]Contact the Host - [email protected]
166. Dad Wisdom: Financial Tips for Adulting
CFO at Home
07/03/24 • 49 min
In his book Not Another Lecture - 20 FinBit$ of Unsolicited Dad Wisdom about Money, Johnny Bohan uses his background as a Certified Financial Planner, college finance professor, and most importantly, a Dad, to share in a humorous way simple, straightforward, tips on how to how to manage money with his readers. Today on CFO a Home, you’ll get a double shot of dad wisdom from Johnny and Vince as they discuss the importance of getting a clear picture of your financial situation, “roboing” your savings, “boring” versus “trendy” investments, and more. You can learn more about Johnny and Not Another Lecture by going to JohnnyPBohan.com
Key Takeaways:
- Understanding your assets and liabilities helps you to develop a clear picture of your financial situation
- Automating your savings can help you build financial stability without the need for constant oversight
- While trendy investments like cryptocurrency can be enticing, a balanced approach with a focus on long-term, stable investments can provide a more solid foundation
- Having a "money buddy" can help you to stay accountable
Key Links:
Website - johnnypbohan.com
Instagram - Not Another Lecture
Contact the Host - [email protected]
02/15/24 • 42 min
CFO at Home’s Money and Relationships Month rolls on this week with a focus on Dating and Money with Christopher Hill, the Founder of The Gentlemen’s Group Christopher and Vince discuss the impact of stable relationships on financial success, the idea of financial “ do’s and don’t” in the dating world, the importance of establishing genuine connection with your romantic partner, and more. You can learn more about Christopher and The Gentlemen’s Group by going to thegentlemansgroup.com
Show Notes:
(07:25) The correlation between stable relationships and financial success
(10:37) The impact of societal definitions of manhood on personal and financial growth
(14:25) The importance of partnership and transparency in managing personal finances
(21:36) Christopher's approach to dating and establishing a genuine connection
(36:54) Addressing misconceptions and bad advice in the dating world
Ways to contact/follow:
Contact the Host - [email protected]
148. The 60/40 Rule of Money Management
CFO at Home
01/17/24 • 35 min
When it comes to managing our money, oftentimes small, incremental changes implemented over a long period of time can yield big results. In her book Ditch Your Debt While Banking Bucks: Living the 60/40 Rule on Your Current Income, this episode’s guest Janine Bolon helps you to discover how small changes in your behavior can lead to leveraging more cash into your wallet, where daily and weekly actions can be implemented to loosen up more cash, and more. You can learn more about Janine and the 60/40 rule by visiting FinancialFirstResponse.com.
(00:00) Introduction to financial coaching and education services at CFO at Home
(2:18) Janine Bolon's personal journey from a high-powered career to financial independence
(4:42) The 60/40 principle explained, and how it can transform your financial life
(5:52) The importance of managing money outside of your paycheck
(11:50) Building habits and changing mindsets with the 60/40 rule
(18:22) The psychological and holistic benefits of the 60/40 principle
(29:00) How giving back fits into financial wellness and the 60/40 rule
(30:08) Janine's invitation to prove the 60/40 rule's effectiveness and her free resources
Ways to contact/follow:
Contact the Host - [email protected]
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FAQ
How many episodes does CFO at Home have?
CFO at Home currently has 203 episodes available.
What topics does CFO at Home cover?
The podcast is about Debt, Retirement, Relationship, Investing, Discussion, College, Money, Podcasts, Finance, Education, Personal and Business.
What is the most popular episode on CFO at Home?
The episode title '8. Credit Cards, Student Loans and Debt reduction w/Elle Martinez of Couple Money' is the most popular.
What is the average episode length on CFO at Home?
The average episode length on CFO at Home is 39 minutes.
How often are episodes of CFO at Home released?
Episodes of CFO at Home are typically released every 7 days.
When was the first episode of CFO at Home?
The first episode of CFO at Home was released on Jul 7, 2020.
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