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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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  • 206. Creating a Lasting Financial Legacy
    2025/07/14

    This episode of CFO at Home is Part 2 of Vince’s conversation with Christopher Wilson, author of 'How to Make Your Nest Egg Last a Lifetime. This time around Chris and Vince discuss building a financial legacy. Chris shares insights from his book, particularly his innovative North Star Nest Egg Legacy Model, designed to help individuals avoid some of the common pitfalls of retirement planning, and the importance of preserving purchasing power in order to thrive, not just survive, in retirement. To learn more about Christopher and his work, visit christopherawilson.com

    Key Topics:

    • The Importance of Building a Financial Legacy

    • Understanding the Risks of Annuities

    • The North Star Nest Egg Legacy Model

    • Investment Strategies for Retirement

    • Preserving Purchasing Power in Retirement

    • Thriving in Your Golden Years

    Key Links:

    • Christopherawilson.com

    • Talk with Chris about starting an Investment Club!

    • How to Make Your Nest Egg Last a Lifetime

    • Chris Wilson | 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

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    18 分
  • 205. Reviving Investment Clubs: Strategies for Young Investors
    2025/07/07

    On this episode of CFO at Home, Vince’s guest is Christopher Wilson, author of 'How to Make Your Nest Egg Last A Lifetime.' Chris and Vince discuss the resurgence of investment clubs, especially for young people looking to build wealth. Chris outlines the basic structure and benefits of investment clubs, emphasizing their educational value. He also covers the evolution of investing from traditional clubs in the 80s and 90s to today's virtual platforms. Chris explains the importance of having a well-defined operating agreement for successful club functioning and highlights the benefits of combining personal brokerage accounts with club investments to enhance financial literacy and investment strategy. To learn more about Christopher and How to Make Your Nest Egg Last a Lifetime, go to christopherawilson.com

    Key Topics:

    • The Concept of Investment Clubs

    • How Investment Clubs Operate

    • Benefits of Joining an Investment Club

    • Mechanics of Investment Clubs

    • Investment Strategies and Education

    • Long-term Investing and Market Understanding

    • Getting Started with Investment Clubs

    Key Links

    • Christopherawilson.com

    • Talk with Chris about starting an Investment Club!

    • How to Make Your Nest Egg Last a Lifetime

    • Chris Wilson | 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

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    20 分
  • 204. The New Job Search Playbook: Mastering the Interview, Strategies to Stand Out and Succeed
    2025/06/30

    On this episode of CFO at Home, Vince continues his conversation with Amy Adler, President of Five Strengths Career Transition Experts, this time focusing on job interviews. Amy and Vince explore the critical steps in preparing for interviews in today’s competitive job market, and the importance of showcasing your experience and aligning personal goals with the organization's mission. Amy shares valuable insights on handling panel interviews, the significance of crafting a compelling elevator pitch, and the art of responding to unexpected questions with poise. To learn more about Amy, go to Fivestrengths.com

    Key Topics:

    • Strategies for preparing for panel interviews

    • The importance of a concise and engaging self-introduction

    • Techniques for handling curveball questions during interviews

    • The value of following up with interviewers post-conversation

    • How to leverage ChatGPT for interview preparation

    • Understanding the subtext of interview questions

    • Key Links:

    • Five Strengths Career Transition Experts

    • Amy L. Adler | LinkedIn

    • The Job Search Podcast

    • How I Hire Podcast

    • Courageous Career Change: Fearlessly Earn the Executive Role You Deserve

    • 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

    続きを読む 一部表示
    31 分

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