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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
  • 239. Developing Your Own Investing Style
    Mar 30 2026

    Today on CFO at Home, Vince·s guest is finance professor and former institutional investor Michael Ijeh. Michael and Vince discuss the potential impact of sensational, emotion-driven advice from the media on our investing decisions, and the advantages of leveraging our own beliefs, biases, and style as investors. They also discuss how skills and decision making processes we develop from interests ranging from playing fantasy football and Madden, to poker and engineering, can transfer to investing, and how having our own philosophy as investors helps us stay consistent through inevitable underperformance. For more on Michael and his work, go to sophisticatedinvestinglife.com

    01:03 Media Hype and Investor Emotions

    02:33 Find Your Own Style

    04:44 Cross Domain Investing Insights

    06:57 Conservative Roots and Inflation

    08:19 Options Trading Reality Check

    12:13 Four Ps Investing Framework

    14:22 Think Like a GM

    10:37 Biases Like Anchoring

    23:40 Coaching Program Breakdown

    26:41 Who This Is For

    30:07 Waitlist and Course Format

    31:58 Fail Small to Win Big

    33:16 Credentials and Closing Thoughts

    Key Links

    • https://sophisticatedinvestinglife.com/

    • https://silwaitinglist.scoreapp.com/

    • Championship Investing - YouTube

    • Michael Ijeh, CAIA - Assistant Professor of Practice and Director of the Investment Management Program at Texas Tech University. | 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
    36 mins
  • 238. Rich by Choice, Turning Money Stress into a Designed Life - Part 2
    Mar 23 2026

    On this episode of CFO at Home, Vince wraps up his conversation with Dr. Nicholas E. Michels, author of the Amazon best seller Rich by Choice, public speaker, and founder of Michels Family Financial.

    ere, Nick and Vince dig into some of the money management tactics that Nick details in his book, emphasizing the importance of aligning money tactics with a shared family vision, weekly money meetings, budgeting via the "latte factor," investing in personal growth, and financial planning that reduces fear of the unknown. For more on Nick and the Rich by Choice movement, including a free gift and bonus resources, visit richbychoicebook.com.

    Invest In Yourself 0:55

    Latte Factor Budgeting 3:24

    Money Psychology In Couples 8:33

    Planning And Stress Tests 14:03

    Free Gift And Wrap Up 19:14

    Key Links

    • Rich by Choice

    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
    23 mins
  • 237. "Rich by Choice": Turning Money Stress into a Designed Life - Part 1
    Mar 16 2026

    On this episode of CFO at Home, Vince·s guest is Dr. Nicholas E. Michels, Amazon bestselling author, public speaker, founder of Michels Family Financial, and creator of the ·Rich by Choice· movement.

    Nick shares how his parents' divorce at age 10 shifted his family from comfort to financial struggle, inspiring him to learn about money, and helping others become rich in both finances and life. Vince and Nick then shift the discussion to his book Rich by Choice, where they discuss "choice" as daily habits and "rich" as wealth plus relationships, faith, and legacy. They also discuss being a "victor" despite adversity, happiness as it relates to wealth, and the importance of couples and families having a unified financial vision.

    For more on Nick and his work, go to http://www.richbychoicebook.com/

    Key Topics:

    • 01:06 Nick's Money Origin Story

    • 02:01 Divorce and Financial Shock

    • 01:49 Comfort vs Happiness

    • 05:53 Compound Interest Awakening

    • 06:46 Not Worrying About Money

    • 07:58 Rich by Choice Explained

    • 12:20 Victor by Choice Mindset

    • 16:47 Happiness Beyond Wealth

    • 21:58 Relationships and Money

    • 23:32 Marriage Vision Statement

    • 25:29 Legacy and Ripple Effect

    • 26:49 Unified Vision Ends Fights

    • 28:21 Shared Vision Details

    • 29:09 Daily Decisions Aligned

    • 31:29 Big Rocks Perspective

    Key Links

    • Rich by Choice

    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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