Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
42 episodes - English - Latest episode: 4 days ago - ★★★★★ - 5 ratingsProfessional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
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Episodes
Planning for the Unknown | Sarah Kang
April 24, 2024 05:00 - 35 minutes - 24.3 MBSarah 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 break things down in a way that just makes sense. In this episode, Ben and Sarah discuss how helping people can be meaningful and how, even with uncertainty ahead, we can always create a plan, we just may need to pivot. If you’re looking for a light co...
Home Calculator: Should You Rent or Buy? | Michael Acosta
March 27, 2024 04:00 - 37 minutes - 26.1 MBWith 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 episode include: Should you pursue homeownership? Is a home a good investment? And is renting bad? All that, and more on this episode of Catholic Money Mastermind. Key Takeaways: What makes renting is a good decision. When it can be worth it to buy i...
Is a Single Income Household Worth the Sacrifice? | Bryan Smalley
March 05, 2024 04:00 - 35 minutes - 24.5 MBBryan 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 joys of retirement. Living in New Jersey with his wife and their 4 children, Bryan brings to this episode his perspective on having a single income household, homeschooling, and how these decisions impact your financial life. Of course, there’s more to...
Praying with Your Planner | Lance Peters
January 24, 2024 05:00 - 39 minutes - 27.2 MBWith 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. In this episode, Lance tells Ben how he brings a Christian approach to financial planning - even praying with clients! If you’re looking for deeper insight on what it means to be a Catholic financial planner, this is the episode for you. Key Takeawa...
Holistic Life Planning and Assembling a Board of Directors | Anthony Guzman
December 27, 2023 05:00 - 39 minutes - 27.4 MBAnthony 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 y...
Escaping the Paycheck to Paycheck Cycle | Phil Francois
November 22, 2023 05:00 - 37 minutes - 25.9 MBPhil 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 start his own practice about 2 years ago. One of his major focuses has been to help families and businesses break the paycheck to paycheck cycle by tackling debt obligations, living expenses, and saving for the future. In this episode, Ben and Phil dis...
Finding Faith in a Financial Downturn | Kevin Reardon
October 25, 2023 04:00 - 47 minutes - 33 MBIn 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 early 2000s and how having faith, persevering through difficulties, and focusing on service can help navigate life's ups and downs in a spiritually fulfilling way. Challenges are opportunities to grow closer to God. Tune in to this enlightening episode a...
Calling all Financial Planners: Webinar on 10-17
October 13, 2023 12:00 - 41 seconds - 555 KBLearn more about the Catholic Financial Planners Network on October 17th. Sign up for the webinar here: https://meet.zoho.com/6ITZHda7yO 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. 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.
Is It Better for Moms to Stay at Home? | Deb Meyer
September 27, 2023 04:00 - 41 minutes - 28.7 MBToday, 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 household. Deb’s journey in being a mom and business owner has led her to address certain concerns within the Catholic faith regarding gender roles. After raising kids as a stay at home mom while working, Deb now seeks to help other families develop a financi...
Learn THIS Before the Realities of Retirement Set In | Tyler Meyer
August 23, 2023 04:00 - 34 minutes - 24 MBSome 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 compound. So, let’s get ahead of the decisions that’ll most drastically affect our retirement. Today, Tyler’s going to share what areas in our personal and financial lives deserve a second look. What You’ll Learn: Retiring to rather than retiring from Wh...
Raising Money Smart Kids | Robert Franer
July 26, 2023 04:00 - 47 minutes - 32.3 MBYou 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 need to master. Of course, parenting looks different for everyone, but this episode will have you thinking about a framework to building your childrens' money mindset, spending habits, and investing predisposition. What You’ll Learn: What does it mean...
How Catholics Can Bring Prayer to Their Finances | Charlie Horonzy
June 28, 2023 05:00 - 44 minutes - 30.3 MBBen 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, seek guidance and find the strength to fulfill our responsibilities. "I think God wants us to be saints.. and everything in our life is helping us to get to heaven." - Charlie Horonzy What You’ll Learn: Lectio Davina prayer and other meditation exer...
The Noblesse Oblige | Andy Flattery
May 31, 2023 05:00 - 49 minutes - 33.8 MBBen Martinek and Andy Flattery delve into generational wealth, family dynamics and inheritance, and the inferred responsibility of those who have wealth to act with generosity toward those who are less privileged. The discussion unravels the power dynamics that shape society. Explore the contrasting responses, from the trad Catholic movement to Catholic homesteaders and the Postliberals, as they navigate the current state of affairs with their unique perspectives. In a society that champi...
The Virtues of Money: Is Building Wealth Good? | Joe Ibarra
April 26, 2023 04:00 - 49 minutes - 34.2 MBBen 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 episode, Joe Ibarra deliberates how the journey to generating wealth comes with a testament of these skills. Joe graduated first in his class from Rockhurst University in Kansas City, MO where he studied Philosophy and Accounting. He is a Financial Planner at Falcon ...
The Four Pillars of Catholic Social Teaching | Tyler Hackenberg
March 29, 2023 04:00 - 48 minutes - 33.4 MBBen 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 Westminster Theological Seminary student who is now a Catholic financial advisor located in the greater Philadelphia area. Tyler's journey to Catholicism started at Vanguard with a client requesting a donation to Planned Parenthood. This request led Tyler to explore Catholic social te...
Goal Planning in 2023 | Michael Acosta
February 22, 2023 09:00 - 45 minutes - 31.3 MBBen 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 being in business for many years and working with clients for many years, yes! Goal setting is important. At the end of the day, on a practical level, if we wanna be able to look back at our lives and have something to show for our hard work, I really think you c...
Trent Horn on the 401(k) Debate, Money Habits, & Catholic Apologetics
December 21, 2022 09:00 - 1 hour - 42.9 MBBen 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 with Aquinas, everyday money habits, as well as how Trent got into the world of Catholic apologetics. This episode includes universal principals and specific takeaways, Scripture passages and personal experiences, perspectives from financial advisors a...
A Conversation with the Benedictines of Mary, Queen of the Apostles
November 23, 2022 09:00 - 34 minutes - 23.6 MBAndy 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 of supporting the building of new monasteries. Read the article: Meet the Catholic Nuns Who Are Building a New Church with Bitcoin If you would like to help the sisters build a new monastery in southern Missouri, please do so on their website. Are y...
The Crypto Episode
October 26, 2022 08:00 - 28 minutes - 19.7 MBThis month on the Podcast, we talk with Matthew Pinto to discuss how the emerging space of Crypto is relevant to the Catholic Faith. We also discussed his current venture: The Catholic/Crypto Conference 2022, which will bring together Catholic thought leaders, technologists, crypto enthusiasts, and evangelists-at-heart for two full days of seminars, Meet-ups, strategy sessions, networking, and fun. Show Notes: https://www.catholicfinancialplanners.com/the-crypto-episode-podcast/ Are you...
What to do about Student Loans Right Now
September 28, 2022 08:00 - 39 minutes - 27 MBThere have been important changes within the Federal Student Loan landscape with the recent announcement in late August regarding Federal Forgiveness opportunities for borrowers. In this episode our very own Ben Martinek and Michael R. Acosta discuss what borrowers need to be aware of as the prepare for student loan payments to resume in January of 2023. As Certified Student Loan Professionals with extensive backgrounds in student loan planning both Ben and Michael provide insights into wha...
Is it Immoral to Invest in a 401(k) Plan?
August 24, 2022 08:00 - 43 minutes - 29.7 MBBen Martinek, Deb Meyer and Tyler Hackenberg of Catholic Financial Planners Network discuss the recent Pints with Aquinas debate between Jacob Imam and Trent Horn about the morality of investing in 401(k) plans for retirement. Jacob Imam argues that 401(k) investing is immoral because of its speculative nature, while Trent Horn points to magisterial authority that we are permitted as Catholics to invest in 401(k) plans – or any other savings vehicle for that matter. Tune into unique pers...
Roe v Wade Overturned: How to Respond as a Catholic
July 27, 2022 08:00 - 37 minutes - 26.1 MBToday’s episode of Catholic Money Mastermind discusses a controversial topic: the overturning of Roe v Wade and its implications for Catholics who wish to invest in alignment with their moral values. After the Supreme Court decision, some sizable companies declared that they would pay for employees’ medical care to obtain abortions in states where it is still allowed. Should we automatically exclude these companies from our investment portfolios? Michael Acosta of Consolidated Planning, Ty...
Conquer your Fears During This Bear Market
June 29, 2022 08:00 - 32 minutes - 22.4 MBFinancial headlines are overly pessimistic. Tyler Hackenberg of Drexel Day Financial, Joe Ibarra of Falcon Wealth Advisors and Deb Meyer of WorthyNest® discuss the current bear market and hidden opportunities for a variety of Catholics -- from young professionals to pre-retirees. We also touch on Pope Francis’ recent advice to retirees to “leave a legacy of good.” Please join us for this timely episode of the Catholic Money Mastermind podcast! Show Notes:https://www.catholicfinancialplanne...
The Impact of Inflation: Long-Term Approach for Addressing Short-Term Concerns
May 25, 2022 08:00 - 31 minutes - 21.7 MBOn this episode of Catholic Money Mastermind podcast, Deb Meyer of WorthyNest®, Ben Martinek of Bona Fide Finance and Michael R. Acosta of Consolidated Planning, Inc. discuss the impacts of #inflation on households and how it is playing a role in the short-term financial decisions we make. Be sure to listen to the end when the group provides thoughtful insights on how to better manage your emotions now while still focusing on the long-term horizon of your financial plan! Show Notes: https...
Money Management for Catholic Couples w/ Jonathan & Amanda Teixera
April 27, 2022 08:00 - 40 minutes - 28.2 MBCatholic Money Mastermind hosts Deb Meyer of WorthyNest® and Ben Martinek of Bona Fide Finance are joined by two very special guests today. Amanda and Jonathan Teixeira are the duo and happily married couple behind WalletWin, where they help everyday people create the life of their dreams by getting intentional with money. Additionally, the Teixeira’s share smart money principles from their first book -- How to Attack Debt, Build Savings, and Change the World Through Generosity: A Catholic G...
Charitable Giving from a Catholic Perspective
March 23, 2022 08:00 - 48 minutes - 33.4 MBAs Catholics, why do we give to charities? What is tithing, and should it be based on a gross or net amount of income? What federal and state tax advantages are there for charitable giving? Ben Martinek of Bona Fide Finance and Deb Meyer of WorthyNest® answer these questions and more in this special charitable giving episode of the Catholic Money Mastermind podcast. Show Notes: https://www.catholicfinancialplanners.com/?p=4117&preview=true Are you looking to hire an advisor? Browse our mem...
Catholic Investing Series: Knights of Columbus w/ Thom Duffy
February 23, 2022 09:00 - 46 minutes - 31.7 MBJoin us as we continue to discuss the topic of 'Values-Based Investing' specific to the Catholic Faith. For many practicing Catholic's today we were born into our faith or also known as 'cradle Catholics'. Many of us might be at a point in our financial and faith journey where we have a desire to align our assets with our faith. If this is the case for you, how do you know where your "magnetic north" lies? The secular world is ever evolving yet the truths of the Church remain constant. ...
Catholic Investing Series: Jason Myhre of Eventide Funds
December 22, 2021 09:00 - 41 minutes - 28.5 MBDeb Meyer and Ben Martinek speak with Jason Myhre of Eventide Funds. Eventide Asset Management, LLC, is a Boston-based registered investment adviser* pursuing “investing that makes the world rejoice.” Show notes: https://www.catholicfinancialplanners.com/catholic-investing-series-jason-myhre-of-eventide-funds-podcast/ 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.
Is Classical Education the Answer For Our Kids?
November 24, 2021 09:00 - 46 minutes - 31.8 MBDr. Luke Murray, headmaster at the new Chesterton Academy of St. Philip Neary, shares his vision for Classical Education in Kansas City. Subscribe to The Reformed Financial Advisor Podcast: https://simplewealthkc.com/reformed-financial-advisor-podcast/ Interlude & Outro: https://www.youtube.com/watch?v=6CJ96LGGP6w 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.
Is Classical Education the Answer For Our Kids?
November 24, 2021 09:00 - 46 minutes - 31.8 MBDr. Luke Murray, headmaster at the new Chesterton Academy of St. Philip Neary, shares his vision for Classical Education in Kansas City. Subscribe to The Reformed Financial Advisor Podcast: https://simplewealthkc.com/reformed-financial-advisor-podcast/ Interlude & Outro: https://www.youtube.com/watch?v=6CJ96LGGP6w Catholic Money Mastermind is a production of the Catholic Financial Planners Network that explores the intersection of faith and finances. You can learn more about our organizat...
Catholic Investing Series: John Mueller of Dana Investments
October 27, 2021 08:00 - 47 minutes - 32.9 MBMichael Acosta interviews John Mueller, Vice President at Dana Investments, on Dana's version of Catholic Moral Investing. Show notes for this episode: https://www.catholicfinancialplanners.com/catholic-investing-dana-investments/ 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.
The Finances of Education for Catholic Families
September 22, 2021 08:00 - 42 minutes - 29.3 MBCharlie Horonzy, Deb Meyer, and Andy Flattery discuss the finances of education for Catholic families. Show notes for this episode: https://www.catholicfinancialplanners.com/?p=4013&preview=true 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.
Around the Horn - Zero Interest Trap, The Universal Destination of Goods
August 25, 2021 08:00 - 38 minutes - 26.7 MBFinancial Planners Joe Ibarra and Andy Flattery discuss the zero interest rate trap and the teaching of the Universal Destination of Goods. Show notes for this episode: https://www.catholicfinancialplanners.com/?p=3994&preview=true 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.
Marriage & Money
July 28, 2021 08:00 - 25 minutes - 17.4 MBDeb Meyer and Tyler Hackenberg discuss finances in the context of marriage. Show notes for this episode - https://www.catholicfinancialplanners.com/?p=3968&preview=true 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.
Talking Dave Ramsey
June 23, 2021 08:00 - 32 minutes - 22.6 MB*Originally recorded 7/2020* Catholic Financial Planners Ben Martinek and Andy Flattery discuss Dave Ramsey: What we love about Dave Where we disagree Why most people should seek to graduate from "doing Dave Ramsey" Show notes for this episode - http://www.catholicfinancialplanners.com/talking-dave-ramsey-podcast/ 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.
Around the Horn - Housing Prices, Vatican Investments, Retail Investing Boom
May 26, 2021 08:00 - 36 minutes - 24.9 MBAround the horn episode with members of the Catholic Financial Planners Network. Topics discussed are - Housing prices are skyrocketing The Vatican’s investment choices The retail investment boom Show notes for this episode - https://catholicfinancialplanners.com/7 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.
Is Wealth Accumulation Moral?
April 28, 2021 08:00 - 20 minutes - 14.4 MBBen Martinek, Deb Meyer, and Robert Franer III discuss the morality (or lack thereof) wealth building. Show notes for this episode - https://catholicfinancialplanners.com/6 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.
How Should I Save/Invest For Short-Term Goals?
March 24, 2021 08:00 - 28 minutes - 19.2 MBIn this episode we discuss all the ways that people are using financial assets to save for short-term goals - cash, bonds, the stock market, and even crypto. In the end, financial planning is always to place to start. Show notes for this episode - https://catholicfinancialplanners.com/5 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.
Who is Budgeting For?
February 24, 2021 09:00 - 39 minutes - 27.4 MBBen Martinek, Robert Franer, and Andy Flattery discuss the very foundation of personal finance - budgeting. Show notes - http://catholicfinancialplanners.com/4 Attend the FREE Heroic Finance Summit on Saturday, 2/27/21 - https://bit.ly/3ubFGPt 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.
Around the horn - the Bezos divorce, religion is "cool" again, Biden's taxes
January 27, 2021 18:00 - 37 minutes - 25.8 MBAndy Flattery, Deb Meyer, and Michael Acosta discuss the news of the day. Elon recently became the richest in the world. Joe Biden is pretty open about his Catholicism. Also, Biden will be taxing the rich. Show notes - http://catholicfinancialplanners.com/3 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.
Financial Steps to Take When Having a Child
January 27, 2021 17:00 - 53 minutes - 36.8 MBBen Martinek, Sean Mullaney, and Andy Flattery discuss financial steps to take when having a child. Show notes - http://catholicfinancialplanners.com/2 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.
Introducing Catholic Money Mastermind
January 05, 2021 16:00 - 29 minutes - 20.5 MBIntroducing Catholic Money Mastermind, the podcast that features conversation from CFP® Practitioners on the intersection of faith and finances. In this episode, Ben Martinek, Andy Flattery, and Sean Mullaney outline the idea for the podcast and the need for a Catholic voice in the financial planning space. Find the show notes for this episode and get on email list at catholicfinancialplanners.com/1 Are you looking to hire an advisor? Browse our members. Are you a Financial Advisor who ...