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
Episodes
48 episodes
How Much is Enough? | Brian Wayne
Today, Brian Wayne from LifeGuide Financial Advisors joins Ben Martinek to explore integrating Christian principles into financial planning, emphasizing faith, stewardship, and intentional living. Drawing on themes such as evangelical poverty, ...
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41:57
Slow, Steady Wealth Accumulation | Robert Franer and Tyler Meyer
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...
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38:42
A Philosopher’s Take on Faith and Finance | Nick Shiver
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...
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44:51
How to Become a Financial Adviser | Bryan Smalley, Lance Peters, Charlie Horonzy
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...
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41:01
Listen, Listen. Love, Love. | Joe Petry
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,...
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46:17
Investing 101: Stocks, Mutual Funds, and ETFs Explained | Nick Orenduff
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...
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40:51
Income Tax Efficiency | Charlie Horonzy
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....
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38:53
Usury: Are Interest Bearing Investments Ethical? | Jerod Frank
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...
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31:33
Planning for the Unknown | Sarah Kang
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 ...
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35:21
Home Calculator: Should You Rent or Buy? | Michael Acosta
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 thi...
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37:53
Is a Single Income Household Worth the Sacrifice? | Bryan Smalley
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 t...
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35:32
Praying with Your Planner | Lance Peters
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 N...
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39:33
Holistic Life Planning and Assembling a Board of Directors | Anthony Guzman
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 Fin...
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39:48
Escaping the Paycheck to Paycheck Cycle | Phil Francois
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...
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37:40
Finding Faith in a Financial Downturn | Kevin Reardon
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...
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47:53
Is It Better for Moms to Stay at Home? | Deb Meyer
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...
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41:42
Learn THIS Before the Realities of Retirement Set In | Tyler Meyer
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 co...
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34:50
Raising Money Smart Kids | Robert Franer
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 kid...
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47:00
How Catholics Can Bring Prayer to Their Finances | Charlie Horonzy
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...
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Episode 30
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44:03
The Noblesse Oblige | Andy Flattery
Ben Martinek and Andy Flattery delve into generational wealth, family dynamics and inheritance, and the inferred responsibility of those who have weal...
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Episode 29
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49:04
The Virtues of Money: Is Building Wealth Good? | Joe Ibarra
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....
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Episode 28
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49:42
The Four Pillars of Catholic Social Teaching | Tyler Hackenberg
Ben Martinek and Tyler Hackenberg provide an insightful discussion on how Catholic social teaching can be integrated into financial planning and decision-making.We hear the story of Tyler Hackenberg, a former Westminste...
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Episode 27
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48:29
Goal Planning in 2023 | Michael Acosta
Ben Martinek and Michael Acosta discuss goal setting in 2023. "I love goal setting. I have to say, when I first got started setting goals, it's kinda like, uh, do I really need to do this? Is it necessary? And I have to say, after b...
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Episode 26
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45:29
Trent Horn on the 401(k) Debate, Money Habits, & Catholic Apologetics
Ben Martinek and Joe Ibarra host Trent Horn – Apologist for Catholic Answers and host of The Counsel of Trent podcast – to discuss money principals regarding retirement as a Catholic, Trent’s recent debate with New Polity’s Jacob Imam on Pints ...
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Episode 25
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1:02:20
A Conversation with the Benedictines of Mary, Queen of the Apostles
Andy Flattery visits with Mother Abbess Cecelia of the Benedictines of Mary, Queen of the Apostles in Gower, MO. They talk about restoring civilization, growing your own food, the life of a traditional nun, the latin mass, and the munificence o...
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Episode 24
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34:17