『CFO at Home』のカバーアート

CFO at Home

CFO at Home

著者： Vince Carter
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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 経済学
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  • 256. Rewriting Money Beliefs Part 1

    256. Rewriting Money Beliefs Part 1
    2026/07/27

    This episode of CFO at Home is part 1 of Vince·s conversation with Heidi Heron, a Neuro-Linguistic Programming practitioner with 25+ years of experience, about how the ·language of the mind· creates patterns of emotions, beliefs, and behaviors·and how those patterns can be changed through root-cause work. Heidi connects NLP to money issues that commonly come up in her work, like worthiness, lack and limitation, and relationship dynamics around finances. She shares examples of a successful day trader who couldn·t keep money due to an unconscious childhood message, and a woman who shifted a belief that money is hard to get after tracing it back to an overheard conversation. Heidi also explains what she means by ·money as energy,· describing how gratitude for both paying and receiving money helped transform her own relationship with it. Learn more at heidiherron.com, including 1:1 work, NLP training, and her book, The Wizard of Cause.

    01:39 Neuro-Linguistic Programming Explained

    03:25 Mind Chatter and Feelings

    05:14 Money Meets Mindset

    05:51 Top Money Blocks

    08:01 Root Causes and Memory

    09:05 Money Pattern Stories

    12:35 Beliefs Create Reality

    14:15 Common Meanings and Limits

    16:58 Money as Energy

    17:28 Heidi Money Turnaround

    21:30 Digital Money and Vapor

    Key Links:

    • https://www.heidiheron.com/

    • https://www.instagram.com/dr.heidiheron/

    • https://www.facebook.com/DrHeidiHeron

    • https://www.youtube.com/c/nlpwithdrheidi

    • https://www.linkedin.com/in/drheidiheron/

    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
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    24 分
  • 255. Life Insurance Claims After Loss: Delays, Denials, and How to Prepare

    255. Life Insurance Claims After Loss: Delays, Denials, and How to Prepare
    2026/07/20

    On this episode of CFO at Home, Vince's guest is attorney Stephanie Prestridge of Life Claim, who helps families when life insurance benefits are delayed, denied, or disputed after a death. Stephanie shares how seeing her typically strong grandmother get overwhelmed by legal matters after her grandfather's Parkinson's diagnosis shaped her shift into estate-related work with an emphasis on a client-centered approach. Vince and Stephanie then discuss the importance of estate and financial planning working together, with direct communication between attorneys and financial advisors. They also discuss what happens when someone dies without clear documentation, and some of the reasons life insurance claims get held up. Their conversation wraps up with Stephanie discussing the importance of reviewing policies with a financial advisor and, most importantly, telling someone the policy exists. For more on Stephanie and Life Claim, go to lifeclaim.com, call 888-615-3270, or email stephanie.prestridge@lifeclaim.com

    Key Topics:

    1:00 Welcome and Focus

    01:42 Grandparents Spark a Calling

    03:29 Learning Estate Planning Up Close

    05:53 Lawyer and Advisor Teamwork

    09:13 Should Your Pros Connect

    11:09 No Plan After Death

    14:13 Personal Life Insurance Stories

    16:12 Why Claims Get Denied

    18:02 Contestability Period Explained

    22:43 Other Common Claim Pitfalls

    26:36 What to Do When Denied

    30:05 Proactive Policy Checkups

    34:07 LifeClaim Services and Contact

    35:58 Closing Thanks and Wrap

    Key Links:

    • https://www.lifeclaim.com/

    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
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    38 分
  • 254. Investing: Breaking the 1% Fee Habit, Risk, and Staying the Course Part 2

    254. Investing: Breaking the 1% Fee Habit, Risk, and Staying the Course Part 2
    2026/07/13
    On this episode of CFO at Home, Vince and Andy Parrillo of Parrillo Investors wrap up their conversation with a discussion of the standard 1% assets-under-management fee that many advisors charge, Andy discusses the challenges of successful ·active trading· versus buying and holding low expense funds that more closely mirror indexes, investing with ·joy,· compounding, inflation·s damage, and the importance of remaining invested through flat periods. For more resources, including Andy·s book Beat the Wealth Management Hustle, visit parrilloinvestors.com.
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    19 分
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