Episodes

Nov. 11, 2020

18.The Benefits of Complex Trusts with Dr. Gail Hamilton of BEE Connected

Gail Hamilton is Owner and Principal at BEE Connected LLC. Through BEEconnectedlife.com, Gail provides financial education to help individuals and businesses protect their assets and structure generational wealth through the…
Nov. 4, 2020

17.Starting to Invest with Michael Lacy from the Winning to Wealth Podcast

Michael Lacy is the host of the Winning to Wealth Podcast. After paying off $61,000 in debt in only 16 months, Michael and his wife created Winning to Wealth to help couples like themselves save more money, pay off their deb…
Oct. 28, 2020

16.Educating Kids about Money w/Keli Calderon of The Smart Money Academy

Keli Calderon is Owner of The Smart Money Academy, whose mission is to equip the next generation with the tools and know-how to care for themselves financially, and the wealth to make an impact on the world. Today on CFO at …
Oct. 21, 2020

15. Money Mindset Coach Annette Schmidt of FinSavvy Mom

Annette Schmidt is a Money Mindset Coach known as the FinSavvy Mom. After years of bouncing checks, paying overdraft fees, and learning how to live on a budget she finally found financial success by changing her mindset and …
Oct. 14, 2020

14. Bonnie Burkett, author of Enough! The College Cost Crisis

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, e…
Oct. 7, 2020

13. Money Conversation Starters with Jed Jurchenko

Jed Jurchenko is a Life and Leadership Coach and author of over 20 books for couples, families and kids. He is passionate about helping couples have better conversations and increase their joy. Today on CFO at Home Jed and V…
Sept. 30, 2020

12. The Importance of a Powerful “Why” with Financial Coach Suzanne Johnson

Suzanne Johnson is a Ramsey Solutions Master Financial Coach who for the last 5 years has been teaching clients to take control or their finances . On this episode of CFO at Home Suzanne and Vince discuss the number #1 finan…
Sept. 23, 2020

11. Making Side Income with Nick Loper of Side Hustle Nation

Nick Loper is a Blogger, Podcaster, and Chief Side Hustler at Side Hustle Nation. On this episode of CFO at Home Nick and I discuss discovering your Side Hustle idea, the role of passion in a successful Side Hustle, the Side…
Sept. 16, 2020

10. Preparing for Challenging Economic Times with Certified Financial Planner Deanna Brown

Deanna Brown is a Certified Financial Planner, Certified Divorce Financial Analyst, and Managing Director with Lakeview Capital Partners. On this episode of CFO at Home Deanna and Vince discuss the money struggles of her fam…
Sept. 9, 2020

9. Les Nienow of Ramsey Solutions - Financial wisdom from a key member of Dave Ramsey’s Coaching team

Les Nienow is Coaching Liaison and a Senior Financial Coach at Ramsey Solutions. On this episode of CFO at Home Les and Vince discuss his 16 years on Dave Ramsey’s Financial Coaching team, why one partner in a relationship c…
Sept. 2, 2020

8. Credit Cards, Student Loans and Debt reduction w/Elle Martinez of Couple Money

Elle Martinez helps families achieve financial freedom by sharing tips for reducing debt, increasing income, and building net worth through her website and podcast, Couple Money. On this episode of CFO at Home Elle and I dis…
Aug. 26, 2020

7. Consistency Beats Perfection w/Dan Hinz

Dan Hinz is the financial coach behind Adulting With Money, where for six years he has taught couples how to unite-not fight-over money. On this episode of CFO at Home Dan and Vince discuss the role a Financial Coach plays o…
Aug. 19, 2020

6. Talking Money with your Partner w/Adam Kol

Adam Kol is a Couples Financial Counselor and Host of the Equal Partners Podcast. On this episode of CFO at Home Adam and Vince discuss how he uses his knowledge and skills in the areas of Finance, Mediation and Coaching to …
Aug. 12, 2020

5. Your Relationship with Money w/Aseel EL-Baba

Aseel EL-Baba is a Financial Therapist, Money Mindset Coach, Empowerment Speaker and Changer . On this episode of CFO at Home Aseel and Vince discuss her holistic approach to Money Coaching, why understanding your own money …
Aug. 5, 2020

4. Working with a Financial Advisor w/ Brianne Soscia, The Financial Yogi

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…
July 29, 2020

3. Secret Spending, Debt Reduction Strategies w/ Karen Ford

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 secr…
July 22, 2020

1. Aligning with your partner on money w/ Amy Westbrook

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, …
July 22, 2020

2. No cookie-cutter answers w/ Lindsay Bryan-Podvin

Lindsay Bryan-Podvin is an author, Financial Therapist, speaker, and host of the Mind Money Balance Podcast. On this episode of CFO at Home Vince and Lindsay discuss how to approach “the money talk”, the importance of aligni…
July 7, 2020

Trailer - 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! In each episode, Vince Carter brings on amazing guests to discuss Personal Finance fundamentals and ways to better navigate…