
Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
Podcasting since 2021 • 52 episodes
Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Latest Episodes
What is Tactical Asset Allocation? | Jonathan Riesch
Today, I sit down with Jonathan Reich, a financial advisor at Global View Capital Management and a new member of the Catholic Financial Planners Network. Jonathan shares his journey from working in high-volume client service roles at Fidelity a...
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35:14

Is Investing Just a Calculated Gamble? | Phil Francois & Anthony Guzman
Today we’re joined for a roundtable discussion with Anthony Guzman and Phil Francois to explore the fundamentals of investing, including employer-sponsored retirement accounts, risk management, and investment strategies that align with personal...
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41:05

Alternative Investing: Real Estate, Municipal Debt & Private Lending | Logan Moore
Today, we feature Logan Moore, who is a CFA charterholder from Kansas City, who shares his expertise on alternative investments and his professional journey. Logan discusses his experience managing high-yield municipal bonds, transitioning to c...
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41:50

Avoiding Society’s Money Traps | Deb Meyer & Kevin Reardon
Today, I’m joined by Kevin Reardon and Deb Meyer to discuss how emotions, societal pressures, and behaviors shape our financial decision-making, especially as Catholics. We explore how fear, greed, and herd mentality can lead to poor financial ...
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36:29
