Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners Catholic Financial Planners Network

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...

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 ...

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 ...

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:...

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 yo...

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 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 d...