Catholic Money Mastermind - Financial Planning Conversations With Catholic CFP® Practitioners podcast

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Netflix Sports Club Podcast

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America’s Sweethearts: Dallas Cowboys Cheerleaders Season 2 - Tryouts, Tears, & Texas 32:48

منذ 26 يومًا32:48

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قوائم

إعجاب

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32:48

America’s Sweethearts: Dallas Cowboys Cheerleaders is back for its second season! Kay Adams welcomes the women who assemble the squad, Kelli Finglass and Judy Trammell, to the Netflix Sports Club Podcast. They discuss the emotional rollercoaster of putting together the Dallas Cowboys Cheerleaders. Judy and Kelli open up about what it means to embrace flaws in the pursuit of perfection, how they identify that winning combo of stamina and wow factor, and what it’s like to see Thunderstruck go viral. Plus, the duo shares their hopes for the future of DCC beyond the field. Netflix Sports Club Podcast Correspondent Dani Klupenger also stops by to discuss the NBA Finals, basketball’s biggest moments with Michael Jordan and LeBron, and Kevin Durant’s international dominance. Dani and Kay detail the rise of Coco Gauff’s greatness and the most exciting storylines heading into Wimbledon. We want to hear from you! Leave us a voice message at www.speakpipe.com/NetflixSportsClub Find more from the Netflix Sports Club Podcast @NetflixSports on YouTube, TikTok, Instagram, Facebook, and X. You can catch Kay Adams @heykayadams and Dani Klupenger @daniklup on IG and X. Be sure to follow Kelli Finglass and Judy Trammel @kellifinglass and @dcc_judy on IG. Hosted by Kay Adams, the Netflix Sports Club Podcast is an all-access deep dive into the Netflix Sports universe! Each episode, Adams will speak with athletes, coaches, and a rotating cycle of familiar sports correspondents to talk about a recently released Netflix Sports series. The podcast will feature hot takes, deep analysis, games, and intimate conversations. Be sure to watch, listen, and subscribe to the Netflix Sports Club Podcast on YouTube, Spotify, Tudum, or wherever you get your podcasts. New episodes on Fridays every other week.…

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

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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

54 حلقات

#Trading #Religion #Christianity #Business #Catholic Financial Planners Network #Catholic #Catholic Financial Advisor #CFP®

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

updated منذ 22 يومًا

منزل السلاسل•Feed

54 حلقات

#Trading #Religion #Christianity #Business #Catholic Financial Planners Network #Catholic #Catholic Financial Advisor #CFP®

Tutti gli episodi

1
Can Bitcoin, YIMBY, Faith—and Fewer Cars—Rebuild Urban Community? | Wyatt O’Rourke 43:35

منذ 22 يومًا43:35

43:35

Today, Ben welcomes Wyatt O'Rourke—Denver-based financial advisor and founder of Basilic Financial—for a wide-ranging conversation on the interplay between tradition, innovation, and community within a Catholic framework. Wyatt shares his journey of entrepreneurship and reconversion to the faith, emphasizing the integration of spiritual values into financial planning. The discussion examines how technological progress—such as Bitcoin and the rise of network states—can coexist with enduring moral and communal principles, drawing on historical shifts and contemporary challenges like social media and car-centric urban design. The conversation highlights the importance of evaluating innovation through a faith-rooted lens. They critique modern secular ideologies for lacking grounding, while celebrating a revival of tradition among young Catholics and the importance of community, family, and shared purpose. Ultimately, they argue that true progress must deepen human connection and be measured by whether it fosters real communal flourishing. Key Takeaways: • Wyatt O’Rourke’s journey—entrepreneurship, reconversion to the faith, and founding Basilic Financial—reflects a desire to integrate values into vocation. • The Lindy Effect suggests that long-standing ideas and institutions are more likely to endure and should be respected as filters for evaluating novelty. • Car-centric urban design contributes to isolation; human-scale, walkable environments encourage community and accountability. • The YIMBY movement, when aligned with Catholic social principles, offers a hopeful vision for more connected cities. • Moral constancy and family stability are essential foundations for navigating a rapidly changing world. • Catholics are called to be discerning adopters of technology, ensuring it serves human dignity and divine purpose. Key Timestamps: (00:00) – Wyatt's Background and Career Journey (04:21) – Balancing Tradition and Innovation (08:03) – Reconciling Faith and Modernity (22:35) – The Importance of Optimism and Faith (28:36) – The Importance of Community (34:29) – Urbanism and Community Key Topics Discussed: Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances Mentions: Website: https://basilic.io/ LinkedIn: https://www.linkedin.com/in/wyatt-o-rourke-79723b93/ More of Catholic Money Mastermind: 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. Are you looking to hire an advisor? Browse our members. https://catholicfinancialplanners.com/members/ Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email info@catholicfinancialplanners.com…

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Why Retirees Struggle to Spend Their Savings | Michael Acosta & Ujae Kang 39:21

منذ 7 weeks39:21

39:21

Today, Ben Martinek and financial planners Mike Acosta and Ujae Kang explore the emotional and financial complexities of preparing for retirement, emphasizing that while data and planning tools are essential, much of the work involves helping clients overcome fear, uncertainty, and guilt around spending. They discuss how financial advising often becomes a form of counseling, addressing identity, purpose, and emotional readiness as much as monetary logistics. The advisors stress the importance of proactive and adaptable planning, noting that while market turbulence is inevitable, a well-structured plan—grounded in trust and sometimes faith—can help clients navigate it with confidence. Drawing from both professional experience and Catholic values, they advocate for a mindset of anti-fragility: using life’s disruptions as opportunities to grow stronger. The episode concludes with encouragement for listeners to seek out trusted advisors and make retirement decisions that align both with their financial means and personal goals. Key Takeaways: • Retirement planning is both a financial and emotional journey, requiring attention to numbers and deeper personal motivations. • Advisors act as both planners and counselors, helping clients navigate emotional hurdles like fear, guilt, and uncertainty around spending. • Clients often need “emotional permission” to use their own money, especially in retirement, where spending can feel threatening to their identity or security. • Asking thoughtful questions is central to the advisor’s role, uncovering concerns and desires that might otherwise remain unspoken. • The financial planning process often reveals unspoken emotional and psychological concerns, especially during major life transitions. • Planning for retirement isn’t just about having “enough” money, but about knowing what that money is meant to support. Key Timestamps: (00:00) – Discussing Life Transitions and Retirement (03:15) – Financial and Emotional Aspects of Retirement (06:20) – Challenges and Considerations in Retirement Planning (08:37) – Client Stories and Real-Life Examples (11:36) – The Importance of Spending and Enjoying Retirement (25:43) – Overcoming Fear and Building Fortitude (36:29) – Concluding Thoughts and Contact Information Key Topics Discussed: Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances Mentions: Website: https://www.genesiswealthplanning.com/ LinkedIn: https://www.linkedin.com/in/michaelracosta/ Website: https://uakdiversified.com/ LinkedIn: https://www.linkedin.com/in/ujaeaugustinekang/ More of Catholic Money Mastermind: This podcast is for informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Genesis Wealth Planning and opinions stated are their own. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. All investments and investment strategies contain risk and may lose value. Michael Acosta is a Registered Rep…

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What is Tactical Asset Allocation? | Jonathan Riesch 35:14

منذ 12 weeks35:14

35:14

Today, I sit down with Jonathan Reich, a financial advisor at Global View Capital Management and a new member of the Catholic Financial Planners Network. Jonathan shares his journey from working in high-volume client service roles at Fidelity and Equitable to finding a more fulfilling path in personalized financial planning. We dive into tactical asset allocation, a strategy designed to minimize volatility and enhance risk-adjusted returns by dynamically adjusting investments based on market conditions. Unlike traditional strategic asset allocation, this approach uses market-driven stop losses to protect clients from downturns like those seen in 2008 or during the COVID-19 crash. We also discuss leveraging ETFs and options to amplify market positions and the importance of using key indicators to guide investment decisions. Beyond finance, Jonathan reflects on the importance of living with intentionality—balancing financial goals with faith and family, and ensuring that financial success doesn’t overshadow deeper values. We wrap up by encouraging listeners to seek financial advisors who align with their beliefs and long-term priorities. Key Takeaways: • Tactical asset allocation adjusts investments based on market conditions, while strategic asset allocation maintains fixed percentages and periodic rebalancing. • Tactical strategies use market indicators to exit positions before significant downturns, protecting clients from major losses like those in 2008 and the COVID-19 crash. • Reducing financial stress through proper planning allows for a more balanced, fulfilling life. • Tactical asset allocation focuses on long-term market trends rather than making daily trades. • Being part of a values-driven financial network, like the Catholic Financial Planners Network, ensures alignment between financial guidance and personal beliefs. • While money is useful, true fulfillment comes from faith, purpose, and meaningful relationships. Key Timestamps: (00:00) – Who is Jonathan Riesch? (05:27) – Understanding Tactical Asset Allocation (06:58) – Risk-Adjusted Returns Explained (15:12) – The Importance of Time-Weighted Returns (19:38) – Signals for Tactical Asset Allocation (26:42) – Mentorship and Life Philosophy Key Topics Discussed: Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, Jonathan Riesch, Tactical Asset Allocation Mentions: Website: https://gvcmanagement.com/ More of Catholic Money Mastermind: 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. Are you looking to hire an advisor? Browse our members. https://catholicfinancialplanners.com/members/ Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email info@catholicfinancialplanners.com…

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Is Investing Just a Calculated Gamble? | Phil Francois & Anthony Guzman 41:05

منذ 16 weeks41:05

41:05

Today we’re joined for a roundtable discussion with Anthony Guzman and Phil Francois to explore the fundamentals of investing, including employer-sponsored retirement accounts, risk management, and investment strategies that align with personal values. We distinguish between investing and gambling, emphasizing that while both involve risk, investing is strategic and based on positive expected returns. Key principles such as diversification, market participation, and moral screening help build a sound investment strategy while mitigating risk. Opportunity cost plays a crucial role in investing, as conservative strategies offer stability but may not keep pace with inflation, making a balanced approach essential. Ultimately, investing should be goal-oriented, tailored to different life stages, and focused on both financial growth and thoughtful spending. We conclude with practical steps: assessing current strategies, ensuring alignment with long-term objectives, and seeking professional guidance when needed. Phil Francois is a Certified Financial Planner and founder of Foundation Wealth Planning, dedicated to helping families and business owners navigate financial complexities with a faith-based approach rooted in biblical principles. Anthony Guzman is a fiduciary financial planner dedicated to helping families and individuals achieve peace of mind through holistic financial planning, guiding them to make prudent decisions and steward their resources wisely. Key Takeaways: • Financial decisions should reflect personal beliefs, whether through faith-based stewardship or ethical investing. • A comprehensive financial strategy considers not just investments but overall life goals, risk tolerance, and family priorities. • Spreading investments across different assets helps mitigate risk and enhance long-term stability. • Effective financial planning involves optimizing what God has provided to support family, community, and faith-driven goals. • True financial well-being comes not just from accumulating wealth but from thoughtful spending and alignment with values. • A trusted advisor helps align financial strategies with personal and family objectives. Key Timestamps: (00:00) - The Basics of Investing and Money Management (03:49) - The Importance of Diversification in Investing (13:16) - Managing Risk and Reward in Investments (19:35) - Fine-Tuning Your Portfolio (35:46) - Practical Tips for Managing Your Investments Key Topics Discussed: Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, gambling vs investing, risk, inflation, diversification, investment portfolio Mentions: Anthony’s Website: https://www.pioneerwealth.com/ Phil’s Website: https://www.foundationwealthplanning.com/ More of Catholic Money Mastermind: 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. Are you looking to hire an advisor? Browse our members. https://catholicfinancialplanners.com/members/ Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email info@catholicfinancialplanners.com…

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Alternative Investing: Real Estate, Municipal Debt & Private Lending | Logan Moore 41:50

منذ 20 weeks41:50

41:50

Today, we feature Logan Moore, who is a CFA charterholder from Kansas City, who shares his expertise on alternative investments and his professional journey. Logan discusses his experience managing high-yield municipal bonds, transitioning to commercial real estate, and co-managing a fund focused on real estate syndications. Alternative investments, which include real estate, private equity, and venture capital, offer potential for higher returns but involve greater risk, complexity, and limited liquidity, often requiring accredited investor status. Logan helps investors and advisors conduct due diligence and integrate alternatives into portfolios, with expected returns typically ranging from high single digits to high teens based on the investment type. The discussion emphasizes the need for guidance in this complex space, the importance of diversification, and the value of faith-based investing, underscoring the collaboration between specialists like Logan and financial advisors to make informed decisions. Key Takeaways: • Specialized advisors, like Logan, collaborate with financial planners to guide investors through the complexities of alternative investments, ensuring decisions align with long-term goals and risk tolerance. • Logan’s professional journey from municipal bonds to real estate and beyond. • The variety of alternative investments available, like venture capital, private equity, and real estate. • Logan emphasizes the role of values and faith in investment decisions, highlighting the importance of aligning financial goals with personal beliefs. • Alternative investments typically involve greater risks and reduced liquidity but offer the potential for higher returns, often ranging from high single digits to high teens, with returns reflecting the level of risk. • Fees, taxes, and potential risks are pivotal factors in evaluating alternative investment opportunities, underscoring the need for comprehensive due diligence. Key Timestamps: (00:00) - Meet Logan Moore, CFA (02:12) - What is the CFA Designation? (12:50) - Exploring the World of Alternative Investments (29:00) - Balancing Risk and Return (39:56) - Connecting with Logan Key Topics Discussed: Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, alternative investing, Alts Eval LLC, real estate investing, high net worth investing, venture capital, startup investing, CFA, Chartered Financial Analyst Mentions: Website: https://altseval.com/ More of Catholic Money Mastermind: 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. Are you looking to hire an advisor? Browse our members. https://catholicfinancialplanners.com/members/ Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email info@catholicfinancialplanners.com…

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Avoiding Society’s Money Traps | Deb Meyer & Kevin Reardon 36:29

منذ 25 weeks36:29

36:29

Today, I’m joined by Kevin Reardon and Deb Meyer to discuss how emotions, societal pressures, and behaviors shape our financial decision-making, especially as Catholics. We explore how fear, greed, and herd mentality can lead to poor financial choices and stress the importance of discipline, diversification, and aligning our actions with core values and faith. Drawing from personal stories, we emphasize the value of creating a clear, personalized financial plan to resist consumer-driven urges and external expectations, like "keeping up with the Joneses." As financial advisors, we see our role as fostering accountability, promoting long-term financial health, and helping clients strike a balance between enjoying life now and securing their future—all while trusting in God’s providence to guide the journey. Key Takeaways: • Asking “Where is God in my financial planning?” • How to avoid get-rich-quick schemes. • Consideration of how different emotions may play into your financial plans. • How to choose your influences and avoid “keeping up with the Joneses.” • What values you should outline for your finances and how to include faith. Key Timestamps: (00:00) - Emotional Influences on Financial Decisions (02:44) - Fear and Greed in Financial Planning (06:35) - Personal Stories of Financial Mistakes (12:07) - Marketing and Peer Influences (22:05) - The Importance of Having a Financial Plan (29:26) - Accountability and Support in Financial Planning (35:21) - Conclusion and Contact Information Key Topics Discussed: Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, Deb Meyer, Kevin Reardon, consumption, get rich quick, keeping up with the Joneses Mentions: Deb’s Website: https://www.worthynest.com/ Kevin’s Website: https://www.shakespearewm.com/ More of Catholic Money Mastermind: 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. Are you looking to hire an advisor? Browse our members. https://catholicfinancialplanners.com/members/ Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email info@catholicfinancialplanners.com…

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How Much is Enough? | Brian Wayne 41:57

منذ 29 weeks41:57

41:57

Today, Brian Wayne from LifeGuide Financial Advisors joins Ben Matinek to explore integrating Christian principles into financial planning, emphasizing faith, stewardship, and intentional living. Drawing on themes such as evangelical poverty, detachment, and trust in God’s providence, the discussion highlights the importance of aligning finances with one’s spiritual purpose. Inspired by examples like Rick Warren and saints such as St. Francis of Assisi, Ben and Brian underscore setting "financial finish lines" for spending and saving to foster generosity, spiritual growth, and contentment. They combine practical financial strategies with theological insights, encouraging Christians to view wealth as a tool for charity and service rather than accumulation, ultimately promoting lives centered on holiness and eternal impact. Key Takeaways: • Wealth is seen as a gift from God but requires detachment to avoid excess. Faith calls for a balance between providing for oneself and being open to charity. • These emotions often block openness to others and trust in God’s providence, underscoring the need for sacrificial generosity and faith. • Greed focuses on acquiring more, while fear revolves around financial insecurity. Both hinder faith in God's providence and the ability to serve others. • A 10% tithe is viewed as a starting point for detachment and generosity, with openness to God calling for more. • This concept aligns with biblical teachings, such as the parable of the rich fool, emphasizing reliance on God rather than excessive storage or hoarding. • Figures like St. Francis of Assisi exemplify evangelical poverty, trusting in God’s provision and focusing on holiness rather than worldly achievements. Key Timestamps: (00:00) – Brian Wayne from LifeGuide Financial Advisors (01:50) – Balancing Wealth and Holiness (05:00) – Incorporating Evangelical Counsels (07:12) – Poverty and Charity in Christian Life (09:32) – Practical Reflections on Wealth and Fear (13:54) – Examples of Saints and Poverty of Spirit (19:17) – The Greater Good of Detachment (22:12) – Practical Considerations for Financial Planning (23:40) – Establishing Financial Finish Lines (33:31) – The Savings Finish Line (37:34) – Christian Financial Goals (40:13) – Conclusion and Contact Information Key Topics Discussed: Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, Evangelical poverty, Brian Wayne, LifeGuide Financial Advisors, Charity, Greed and Fear Mentions: Website: https://lifeguidefa.com/team/brian-wayne/ Mentions: https://www.vatican.va/archive/hist_councils/ii_vatican_council/documents/vat-ii_const_19641121_lumen-gentium_en.html https://www.biblegateway.com/passage/?search=Matthew%205%3A1-12&version=RSV https://www.biblegateway.com/passage/?search=2%20Timothy%204%3A6-8&version=RSV https://www.biblegateway.com/passage/?search=Luke%2012%3A13-21&version=RSV https://www.youtube.com/watch?v=waHqUtpt2xg More of Catholic Money Mastermind: 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. Are you looking to hire an advisor? Browse our members. https://catholicfinancialplanners.com/members/ Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email info@catholicfinancialplanners.com…

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Slow, Steady Wealth Accumulation | Robert Franer & Tyler Meyer 38:42

منذ 33 weeks38:42

38:42

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 the power of compound interest, using goals like saving $100,000 by age 30 to demonstrate how early contributions grow significantly over time. They share an example of a couple who built $2 million in wealth through steady savings, emphasizing that financial independence is achievable with discipline and personalized planning. The advisors also caution against overly aggressive saving, which can compromise quality of life, and stress balancing savings with lifestyle. For those pursuing substantial wealth, they suggest entrepreneurship or high-reward investments, while noting the risks involved. Ultimately, they advocate for gradual, realistic savings goals and encourage consulting financial advisors for tailored guidance. Key Takeaways: • Starting early with consistent saving is crucial for long-term wealth accumulation due to the benefits of compound interest, allowing smaller contributions to grow significantly over time. • Setting early financial goals, like accumulating $100,000 by age 30, can provide a strong foundation for future retirement funds and ease financial burdens later on. • A high but balanced savings rate, like 15% of income (especially with employer matching), is an effective way to build retirement funds without sacrificing current quality of life. • Caution is advised against overly aggressive saving, as it may lead to a scarcity mindset or compromise on living standards, impacting mental and emotional well-being. • A gradual, practical approach to saving is recommended, as drastic lifestyle changes can be challenging to maintain, and “braking” expenses later in life may be difficult. Key Timestamps: (00:55) Today's Topic: Accumulation Phase (02:21) Understanding Savings Rate (03:46) Wade Fowl's Research Insights (04:52) The Importance of Starting Early (09:47) Automating Your Savings (16:08) Achieving Financial Freedom Faster (20:38) Balancing Aggressive Saving and Enjoying Life (22:21) Personal Experiences with Saving Strategies (22:40) The FIRE Community and Different Saving Approaches (23:52) Challenges of Late-Life Saving (25:15) The Importance of Consistent Saving (32:43) Accumulating Wealth Through Entrepreneurship Key Topics Discussed: Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, FIRE, savings plans, wealth accumulating, entrepreneurship Mentions: Castellum Financial Advice: https://www.castellumfinancialadvice.com/ QED Wealth Solutions: https://qedwealthsolutions.com/ Tyler: https://www.linkedin.com/in/tyler-meyer-cfp%C2%AE-clu%C2%AE-chfc%C2%AE-ricp%C2%AE-cltc%C2%AE-fscp%C2%AE-5bb9b994/ Robert: https://www.linkedin.com/in/franeriii/ Mentions: More of Catholic Money Mastermind: 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. Are you looking to hire an advisor? Browse our members. https://catholicfinancialplanners.com/members/ Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email info@catholicfinancialplanners.com…

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A Philosopher’s Take on Faith and Finance | Nick Shiver 44:51

منذ 38 weeks44:51

44:51

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 philosophical backgrounds inform their current roles in financial advising. They reflect on the rigorous training in critical thinking and argumentation philosophy provided and its applicability to building comprehensive financial plans rooted in ethical considerations. The discussion also touches on how philosophical education serves as a solid foundation for personal and professional life, integrating rational inquiry with heartfelt guidance for clients. Through their exchange, they advocate for the value of philosophical education in enhancing communication, ethical reasoning, and holistic understanding in the financial sector, encouraging listeners to appreciate philosophy's broader impact beyond academia. Key Takeaways: • How does philosophy apply to financial advising? • Role of critical thinking and ethics in creating comprehensive financial plans. • Importance of clear communication in forming meaningful client relationships. • Reflection on philosophical questions related to truth, goodness, and human existence. • How seminary added to the formation of Ben and Nick’s philosophical mindsets. • Why you should spend time thinking about your personal philosophies, and be encouraging your clients to do the same. Key Timestamps: (00:00) - Meet Nick Shiver: Wealth Advisor and Philosopher (01:30) - The Journey into Philosophy (02:49) - Philosophy in Seminary Life (04:51) - The Practicality of Philosophy (12:02) - Ethics and the Pursuit of Goodness (18:57) - Philosophy's Impact on Financial Services (24:56) - The Value of Philosophical Education (35:21) - Final Reflections and Encouragement Key Topics Discussed: Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances Mentions: Website: https://www.calmwateradvisors.com/ LinkedIn: https://www.linkedin.com/in/nick-shiver-296b9a76/ More of Catholic Money Mastermind: 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. Are you looking to hire an advisor? Browse our members. https://catholicfinancialplanners.com/members/ Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email info@catholicfinancialplanners.com…

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How to Become a Financial Adviser | Bryan Smalley, Lance Peters, Charlie Horonzy 41:01

منذ 42 weeks41:01

41:01

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, regulatory bodies, and the significant personal satisfaction derived from serving clients. They also explore the diverse paths to entering the financial services industry, including education, networking, and certifications. Inspirational pointers on thriving within the field, especially as a person of faith, are shared to guide aspiring financial advisors. If you’re considering a career change, or just want a little peek at the world of financial advising, this is the episode for you. Key Takeaways: • How are financial advisors regulated? • What are the day to day activities of a financial advisor? • What do Ben, Charlie, Bryan, and Lance enjoy most about this industry? • What’s the difference between a financial advisor and a paraplanner? • How does financial advising give an opportunity to make a difference in people’s lives? • What certifications will you need to become a financial advisor? Key Timestamps: (00:00:00) - Introduction (00:02:11) - Day-to-Day Life of a Financial Advisor (00:09:21) - Different Roles and Specializations (00:14:41) - Personal Connections and Client Relationships (00:23:35) - Getting Started in Financial Planning (00:28:30) - Specializations and Certifications (00:34:30) - Finding Your Niche (00:40:40) - Final Thoughts and Advice Key Topics Discussed: Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, Bryan Smalley, Lance Peters, Charlie Horonzy, certified financial planner, regulations on planners Mentions: Website: https://catholicfinancialplanners.com/ Mentions: https://www.kitces.com/ https://retirementresearcher.com/ More of Catholic Money Mastermind: 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. Are you looking to hire an advisor? Browse our members: https://www.catholicfinancialplanners.com/financial-planners/ Are you a Financial Advisor who is serious about the Catholic Faith? Join our network: info@catholicfinancialplanners.com…

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Listen, Listen. Love, Love. | Joe Petry 46:17

منذ 46 weeks46:17

46:17

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 and knowledge to his work. His experiences have deepened his understanding of compassion and the significance of treating others with dignity, which he applies to his role as a financial advisor, particularly in helping clients navigate the psychological and financial challenges of retirement. If you’re looking to learn how ministering and financial planning go hand in hand, this is the episode for you. Key Takeaways: • How Joe went from economist to financial planner. • How Joe’s experience ministering to Afghan refugees informs his work as a financial planner. • What is an ACTS Retreat? • What it’s like to minister in the prison system. • How God’s love can help us become better financial planners. • Joe’s mantra, “Listen, listen. Love, love.” Key Timestamps: (00:00) – Joe's Background and Career Shift (05:33) – The Role of a Trusted Financial Advisor (08:52) – Joe's Ministry Work with Refugees (16:18) – Integrating Faith and Financial Planning (23:09) – Ego and God's Work (24:51) – Kairos Prison Ministry (25:41) – ACTS Retreats: A Path to Vulnerability (30:36) – Connecting Ministry to Financial Advising (34:05) – Transformative Experiences in Prison Ministry (42:55) – Listen, Listen, Love, Love Key Topics Discussed: Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, Joe Petry, prison ministry, ACTS Retreat, refugees Mentions: Website: https://www.mayfair-financial.com/ Mentions: https://www.actsmissions.org/about/ More of Catholic Money Mastermind: 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. Are you looking to hire an advisor? Browse our members…

1
Investing 101: Stocks, Mutual Funds, and ETFs Explained | Nick Orenduff 40:51

منذ 51 weeks40:51

40:51

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, explaining the purposes and benefits of each. Additionally, they emphasize the significance of long-term investing and prudent financial planning for achieving financial freedom, particularly as one approaches retirement. If you’re looking for a quick introduction to investing, this is the episode for you! Key Takeaways: • What’s the difference between stocks, mutual funds, ETFs, and bonds? And how do I know which investment vehicle is right for me? • How diversification and long term thinking will lead to success. • How Isaac Newton got swept up in the stock market. • Why are bonds less popular than stocks? And what are their benefits? Key Timestamps: (00:00:00) - Introduction (00:01:34) - Nick's Journey in Financial Planning (00:02:42) - Understanding Investing (00:07:16) - What is a Stock and Why Do Companies Sell It? (00:16:59) - Mutual Funds and ETFs Explained (00:24:19) - Exploring Fixed Income Investments (00:29:00) - How Can Bonds Serve Investors? (00:31:26) - The Importance of Diversification (00:34:08) - Letting the Markets Work for You Key Topics Discussed: Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, Nick Orenduff, Orenduff and Associates, stock market, ETFs, bonds, investments Mentions: Nick’s Website: https://www.planmember.com/orenduff/ More of Catholic Money Mastermind: 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. Are you looking to hire an advisor? Browse our members. https://www.catholicfinancialplanners.com/financial-planners/ Are you a Financial Advisor who is serious about the Catholic Faith? Join our network. info@catholicfinancialplanners.com…

1
Income Tax Efficiency | Charlie Horonzy 38:53

منذ 1 year38:53

38:53

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 Jobs Act can benefit different people depending on their tax bracket and why an emergency fund is an important part of tax planning. Near the end of the episode we discuss why your planner and your accountant must be communicating, in order for you to get the best deal on your taxes - without any surprises. This episode is a great listen for anyone ready to dig a little deeper into their tax plans. Key Takeaways: • How saving a few percentage points on taxes each year will pay off in the long run. • Should you pay taxes now or later? And what savings plans are going to be right for your situation? • How different accounts and careful reading of documents can save you a lot of pain. • Why you should ensure your accountant and your financial planner are communicating. Key Timestamps: (00:00:00) - Introduction (00:01:33) - Financial Planning is Tax Planning (00:06:23) - Taxes Now or Taxes Later? (00:10:17) - Tax Cuts and Jobs Act (00:15:12) - Tax Planning for Retirement (00:21:02) - How to Adapt Savings to Taxes (00:23:40) - How to Plan for Changes of Plan (00:28:22) - Emergency Funds for Tax Surprises (00:32:02) - The Backdoor Roth (00:35:10) - Your Planner and Accountant Need to Collaborate (00:37:49) - Charlie’s Closing Comments Key Topics Discussed: Catholic Financial Planning, Catholic Financial Advisors, Catholic Money Mastermind, Faith, Finance, Tax Cuts and Jobs Act, Roth IRA, 401k, tax deferred Mentions: Website: https://www.focusedupfinancial.com/ LinkedIn: https://www.linkedin.com/in/charles-horonzy-cfp%C2%AE-cpa-8802b910/ More of Catholic Money Mastermind: 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.…

منذ 3 years1:02:20

1:02:20

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 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 and a Catholic apologist… and everything in between!…

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.

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

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

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