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
Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Latest Episodes
SBLOCs Explained: How Wealthy Investors Borrow Without Selling Stocks | Michael Acosta
Michael Acosta joins Ben to explore an often-overlooked financial planning strategy: using a securities-backed line of credit (SBLOC) to unlock the value of a taxable brokerage account without selling appreciated investments. Together they expl...
Financial Planning Is More Than a Job—It’s a Vocation | Daniel Campos
Today, Ben sits down with Daniel Campos for a deeply reflective conversation on vocation, discernment, and what it truly means to place Christ at the center of one’s professional and personal life. Daniel shares how daily Mass, consistent praye...
Why Legacy Planning for Catholic Families Requires More Than Estate Documents | Matthew Bearth
Today, Ben welcomes Matthew Bearth for a thoughtful conversation on estate planning, legacy, and the deeper purpose behind wealth stewardship. Together, they explore how financial planning extends far beyond simply passing down money, instead c...
Stop Missing These Costly Tax Mistakes | Leyder “Aiden” Murillo
Today, Ben welcomes Aiden Murillo of Wolfpack Wealth Management for a timely, post–tax season conversation on what actually defines a good tax professional—and why many people may be settling for less than they realize. Drawing from real client...
Make Money Serve Your Marriage, Not Control It | Kenny Senour
Today, Ben sits down with Kenny Senour of Legacy Wealth Partners for a candid and deeply practical conversation on the role money plays within married life—and how couples can transform it from a source of conflict into a foundation for unity. ...
