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...

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...

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...

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 ...

Today, Brian Wayne from LifeGuide Financial Advisors joins Ben Matinek to explore integrating Christian principles into financial planning, emphasizing faith, stewardship, and intentional living. Drawing on themes such as evangelical poverty, d...

Today we’re joined by financial advisors Robert Franner and Tyler Myler to discuss strategies for long-term wealth accumulation, emphasizing the importance of starting early, automating savings, and maintaining consistent habits. They highlight...

Today, Ben discusses the intersection of philosophy and financial planning with Nick Shiver, a wealth advisor from Columbia, South Carolina. Both Ben and Nick hold master's degrees in philosophy, and their conversation explores how their philos...

Ben, along with advisors Bryan Smalley, Lance Peters, and Charlie Horonzy, provide valuable insights into the world of financial advising. The discussion covers the daily life of financial advisors, the industry’s various channels, client types...

Joe Petry, a fellow member of the Catholic Financial Planners Network and founder of Mayfair Financial, shares his journey from economist to financial planner, motivated by his firsthand experience with retirement and ministry. In this episode,...

In this episode of the podcast hosted by Ben Martinek from the Catholic Financial Planners Network, guest Nick Orenduff of Orenduff Associates shares his insights on various investment vehicles and the importance of diversification. They discus...

We’re all going to pay taxes, but knowing how the system works can prepare us for retirement with a little more money in our savings accounts. Today’s guest, Charlie Horonzy, returns to discuss the ways we can use the tax code to our advantage....

The nature of the sin called usury has its proper place and origin in a mutuum contract. Jerod Frank, a financial advisor and recent Catholic convert, shares his personal journey of grappling with the concept of usury within the context of ethi...

Sarah Kang is a Certified Financial Planner with UAK Diversified, a firm she runs with her husband. With a focus on the personal side of financial planning, Sarah brings her experience as a music teacher to planning in a way that allows her to ...

With 9 years in the finance industry, Michael Acosta returns to the show with some insights on homeownership. Michael is driven to work for his clients with the guidance of his tag line “Prepare, Perform, Prosper”. Questions discussed in this e...

Bryan Smalley is a Certified Financial Planner (CFP) with a BA from the University of Toledo and an MA from Bowling Green State University. With a focus on “taking the scary out of retirement planning”, Bryan helps his clients focus on all the ...

With over 30 years of experience as a financial planner, Lance is one of the most experienced people in the Catholic Financial Planners Network. Lance is the Founder and CEO of Nautical Star Financial, whose name echoes Lance’s time in the Navy...

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 Financ...

Phil joins us from Foundation Wealth Planning in Salina, Kansas. He’s also a member of the Catholic Financial Planner Network, integrating his faith with his financial practice. With 8 years experience at a large financial firm, Phil left to st...

In this episode, we explore the challenging and rewarding journey of Kevin Reardon, a seasoned financial advisor who started his career in 1992. Through the highs and lows of his career, Kevin opens up about the hardships he faced during the ea...

Today, Deb Meyer, CFP®, CPA/PFS, CEPA​, joins us to chat about women balancing motherhood with their professional careers. Throughout history, there has been a prevailing belief that women should primarily fulfill their roles within the househo...

Some small changes can make a big difference. Tens, if not hundreds of thousands of dollars are at stake in getting that one decision right like with social security. You really will impact your quality of life as these decisions start to compo...

You might have your kids saving up in piggy banks, but how do you get them ready to tackle money in the real world? Today’s guest, Robert Franer, has a ton of actionable advice when it comes to instilling the foundation money skills your kids n...

Ben Martinek and Charlie Horonzy talk about how to bring prayer into your finances, the insecurity that's associated with it, and the specific methods that they use. Amidst uncertainty, prayer plays a crucial role in helping us stay grounded, s...

Ben Martinek and Andy Flattery delve into generational wealth, family dynamics and inheritance, and the inferred responsibility of those who have wealth to act with ge...

Ben Martinek and Joe Ibarra discuss how building wealth is tangential to growing in virtue.Most people wouldn’t consider building wealth as an opportunity to refine the virtues of patience, discipline and generosity. In this e...