CFO at Home

210. 7 Basic Wealth Strategies


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In this episode of CFO at Home, Vince's guest is Victor Idoko, wealth strategist and author of 7 Basic Wealth Strategies. Vince and Victor discuss the importance of a holistic approach to wealth management, and walk through the seven strategies outlined in his book, which serve as a roadmap for anyone looking to enhance their financial well-being, regardless of their current financial status. We also discuss common biases that affect financial decision- making, the significance of tailored cash flow management, and the critical need for a mindset shift when it comes to budgeting. To learn more about Victor and the 7 Basic Wealth Strategies, go to cfvservices.com.au/resources

Key Topics:

  • Victor's Journey in Personal Finance

  • The Motivation Behind 'Seven Basic Wealth Strategies'

  • Overview of the Seven Basic Wealth Strategies

  • Understanding and Overcoming Financial Biases

  • The Importance of Tailored Cash Flow Management

  • Shifting Mindsets Around Budgeting and Spending

Key Links

  • https://cfvservices.com.au/

  • CFV Advisory - Wealth and Financial Planning - Facebook

  • Victor Idoko - Financial Adviser (@iamvictoridoko) • Instagram photos and videos

  • victoridoko (@victoridokowlthadv) | TikTok

  • Victor Idoko, CFA - 7 Basic Wealth Strategies | LinkedIn

  • Victor Idoko - Elevate Your Wealth & Fin. Adviser - YouTube

Contact the Host - [email protected]

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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CFO at HomeBy Vince Carter

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