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

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

Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com

  1. 28 AUG

    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, Joe emphasizes the importance of empathy, trust, and integrating faith into his work. From working with a refugee support initiative and the Kairos prison ministry to his time teaching economics at the university level, Joe brings a wealth of empathy a...

    46 min

  2. 24 JUL

    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 discuss the differences between stocks, mutual funds, ETFs, and bonds, highlighting the roles these instruments play in a diversified investment portfolio. The conversation also covers the distinctions between fixed income investments and stock ownership, exp...

    41 min

  3. 26 JUN

    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 ...

    39 min

  4. 22 MAY

    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...

    32 min

  5. 24 APR

    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...

    35 min

  6. 27 MAR

    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 ...

    38 min

  7. 5 MAR

    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 ...

    36 min

  8. 24 JAN

    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:...

    40 min
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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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