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CFO at Home

CFO at Home

By: Vince Carter
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About this listen

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 Economics
Episodes
  • Quick Take - So long 2025, here's to 2026!
    Dec 15 2025

    So as I've done for the last couple of years, I'm taking a break from publishing new episodes for the month of December. New episodes will resume on Monday, January 5th. In the meantime, check out the info below on top episodes from 2025 to catch up on. Also, listen to hear plans for the podcast in 2026!

    2025 Highlights:

    Top Episodes Topics

    1. Money Mindset

    2. Wealth Building

    3. Investing

    Episodes on Money Mindset

    • 191 | Navigating Finances with a CFO Mindset

    • 193 | Hip Hop and Financial Literacy

    • 195 | Improve Your Money Behavior Part 1: Understanding Procrastination and our Spending Habits

    • 196 | Improve Your Money Behavior Part 2: Investing

    • 197 | From Middle-Class to Millionaire

    • 207 | Breaking Free from Paycheck to Paycheck Living Part 1 – Mindset, Gratitude, and Challenging Conventional Financial Wisdom

    • 208 | Breaking Free from Paycheck to Paycheck Living Part 2 – The Five-Step Savings Plan

    • 213 | The Investor's Golden Playbook Part 2 – Mastering the Mindset for First Generation Wealth

    • 222 | Love, Money, and Wealth in Relationships Part 1

    • 223 | Love, Money, and Wealth in Relationships Part 2

    • 225 | Level Up Your Finances Part 2 – Commitment, Momentum, and the Path to Financial Freedom

    Episodes on Wealth Building
    • 185 | Child-Free Wealth: Rethinking Financial Independence

    • 197 | From Middle-Class to Millionaire

    • 208 | Breaking Free from Paycheck to Paycheck Living Part 2 – The Five-Step Savings Plan

    • 210 | 7 Basic Wealth Strategies

    • 211 | 7 Basic Wealth Strategies Part 2 – Navigating Debt and Cash Flow

    • 212 | The Investor's Golden Playbook Part 1 – How a Financial Expert Built Wealth and a Legacy

    • 219 | Lessons from Generational Wealth Part 1

    • 220 | Lessons from Generational Wealth Part 2 – The Real Secrets of the Wealthy

    • 222 | Love, Money, and Wealth in Relationships Part 1

    • 225 | Level Up Your Finances Part 2 – Commitment, Momentum, and the Path to Financial Freedom

    Episodes on Investing
    • 187 | For the Investment Curious

    • 192 | Empowering Women: Investing with Confidence and Values

    • 193 | Hip Hop and Financial Literacy

    • 196 | Improve Your Money Behavior Part 2: Investing

    • 200 | Financial Fees Explained: Navigating the Costs of Investment Advice

    • 205 | Reviving Investment Clubs: Strategies for Young Investors

    • 206 | Creating a Lasting Financial Legacy

    • 213 | The Investor's Golden Playbook Part 2 – Mastering the Mindset for First Generation Wealth

    • 226 | Demystifying Money, Becoming Financially Empowered

    Top 5 Episodes based on Downloads
    • 198 | Reverse Budgeting: Turning Your Finances on Their Head

    • 211 | 7 Basic Wealth Strategies Part 2 – Navigating Debt and Cash Flow

    • 213 | The Investor's Golden Playbook Part 2 – Mastering the Mindset for First Gen Wealth

    • 199 | Layoff Preparedness: Building Resilience and Financial Security

    • 214 | Navigating Elder Care Part 1 – Protecting Your Family's Wealth

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    2 mins
  • 226. Demystifying Money, Becoming Financially Empowered
    Dec 1 2025

    On this episode of CFO at Home, Matt Marizio, lawyer, father, and entrepreneur, shares his incredible journey from playing professional baseball to becoming a founder of a registered investment advisory firm, Reconstructing Wealth. Matt discusses how his childhood experiences with money shaped his perspective and how he overcame financial adversities along the way. He also dives into the importance of understanding the 'rules of the game' when it comes to personal finance, the limitations of relying solely on financial advisors, and strategies for achieving financial freedom by emotionally detaching from money. Matt also discusses the value of aligning with advisors who share your worldview and the significance of self-education in personal finance. For more info on Matt and Reconstructing Wealth, go to Reconstructingwealth.com

    02:23 From Baseball to Finance: Matt's Journey

    06:56 Early Financial Lessons and Struggles

    09:15 Learning the Language of Money

    09:46 Balancing Family and Finance

    16:09 Understanding the Rules of the Game

    22:21 Choosing the Right Financial Advisor

    32:16 Reconstructing Wealth: Matt's Mission

    35:44 Conclusion and Final Thoughts

    Key Links:

    • Reconstructing Wealth

    • Matt Morizio (@mattmorizio) • Instagram photos and videos

    • https://www.facebook.com/matt.morizio

    • Matt Morizio - CEO of Reconstructing Wealth | 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

    Show More Show Less
    38 mins
  • 225. Level Up your Finances Part 2 - Commitment, Momentum, and the Path to Financial Freedom
    Nov 24 2025

    On this episode of CFO at Home, Vince wraps up his conversation with financial coach Justin Bennett. This time, Justin and Vince dive deep into two critical stages of financial growth, focusing on commitment and momentum. Justin emphasizes that true change begins with a firm commitment to financial goals, illustrated through true stories of clients overcoming obstacles. They explore the importance of alignment in couples' financial journeys, the necessity of regular communication to foster shared goals, and how small victories can create a ripple effect, leading to significant financial freedom. For more insights from Justin, check out his work at levelupyourfinances.com

    Key Topics:

    • The Importance of Commitment in Financial Planning

    • Transformative Stories of Client Success

    • Aligning Financial Goals in Relationships

    • The Role of Communication in Overcoming Financial Challenges

    • Building Momentum Towards Financial Freedom

    • Strategies for Creating Generational Wealth

    Key Links:

    • Level Up Your Finances - levelupyourfinances.com

    • Strong Tower Consulting - strongtowerconsulting.com

    • Justin on Instagram

    • Justin on Facebook

    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

    Show More Show Less
    34 mins
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