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42 episodios
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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners Catholic Financial Planners Network
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- Economía y empresa
Professional (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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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. We discuss how tax planning is one of the most critical aspects of financial planning, how much better retirement can be when well-planned for, and when you should be paying taxes now vs later. Charlie gives some great examples of how the Tax Cuts and ...
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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 ethical and moral investing. We answer questions such as should there be limits to profits? Jerod delves into the distinction between mutuum and societas loans, emphasizing the potential for perpetual indebtedness as the defining factor of usury. He also ra...
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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 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 con...
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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 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 instead ...
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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 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 ...
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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 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 Takeaways:...