Anthony specializes in holistic family planning with focus on early career and family, retirement transition, tax preparation, and real estate investing. Having always wanted to help as many people as possible, Anthony became a Certified Financial Planner (CFP) helping his clients with financial literacy - regardless of their wealth. In this episode, Ben and Anthony discuss holistic life planning, expanding beyond finances to touch on mental, emotional, spiritual, and relational health. If you’re looking to live a more fulfilling life and develop the financial skills to do it, this is a great place to start!
Key Takeaways:
Mentions
🌐 Website: https://www.pioneerwealth.com/
👉🏼 Anthony: https://www.catholicfinancialplanners.com/members/anthonypioneerwealth-com/
📚 George Kinder: https://www.georgekinder.com/
More of Catholic Money Mastermind:
https://www.catholicfinancialplanners.com/
Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
Are you looking to hire an advisor? Browse our members.
Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.
Anthony specializes in holistic family planning with focus on early career and family, retirement transition, tax preparation, and real estate investing. Having always wanted to help as many people as possible, Anthony became a Certified Financial Planner (CFP) helping his clients with financial literacy - regardless of their wealth. In this episode, Ben and Anthony discuss holistic life planning, expanding beyond finances to touch on mental, emotional, spiritual, and relational health. If you’re looking to live a more fulfilling life and develop the financial skills to do it, this is a great place to start!
Key Takeaways:
Mentions
🌐 Website: https://www.pioneerwealth.com/
👉🏼 Anthony: https://www.catholicfinancialplanners.com/members/anthonypioneerwealth-com/
📚 George Kinder: https://www.georgekinder.com/
More of Catholic Money Mastermind:
https://www.catholicfinancialplanners.com/
Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
Are you looking to hire an advisor? Browse our members.
Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.