ABOUT THIS PODCAST 🔗
Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com
Hosts:
Update frequency:
monthly
Average audio length:
40 minutes
Guest interviews
English
United States
69 episodes
since Jan. 5, 2021
episodic
LATEST EPISODE 🔗
Today, Ben Martinek and new co-host Deb Meyer welcome KJ Smith of Ethos Logos Investments for a thoughtful conversation on artificial intelligence through the lens of Catholic social teaching. Using a recent papal document on AI as their guide, they explore a question that reaches far beyond techno…
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Search past episodes of Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners.
PREVIOUS EPISODES 🔗
Michael Acosta joins Ben to explore an often-overlooked financial planning strategy: using a securities-backed line of credit (SBLOC) to unlock the value of a taxable brokerage account without selling appreciated investments. Together they explain how these lending arrangements work, when they may …
Today, Ben sits down with Daniel Campos for a deeply reflective conversation on vocation, discernment, and what it truly means to place Christ at the center of one’s professional and personal life. Daniel shares how daily Mass, consistent prayer, spiritual direction, and intentional silence have sh…
Today, Ben welcomes Matthew Bearth for a thoughtful conversation on estate planning, legacy, and the deeper purpose behind wealth stewardship. Together, they explore how financial planning extends far beyond simply passing down money, instead centering on how families can communicate values, intent…
Today, Ben welcomes Aiden Murillo of Wolfpack Wealth Management for a timely, post–tax season conversation on what actually defines a good tax professional—and why many people may be settling for less than they realize. Drawing from real client experiences, the two unpack the difference between tra…
Today, Ben sits down with Kenny Senour of Legacy Wealth Partners for a candid and deeply practical conversation on the role money plays within married life—and how couples can transform it from a source of conflict into a foundation for unity. Drawing from his personal upbringing and professional e…
Today, Ben welcomes Shane Littleton of Clarity Wealth Development for a rich and practical conversation on charitable giving—why Catholics are called to give, and how to do so with both generosity and prudence. Drawing from Shane’s unique background in seminary formation and years working inside Ca…
Today, Ben sits down with Dominick Anton, a Catholic financial advisor based in Boise, Idaho, for a wide-ranging conversation that traces Dominick’s vocational journey into financial planning and the deeper convictions that shape his work. Dominick shares how his early experiences, professional for…
Today, Ben is joined by fellow Catholic Financial Planners Network members Joe Petry and Nick Shiver for a thoughtful conversation on the enduring relationship between risk and reward—and how prudence, discipline, and faith shape wise financial decision-making. Together, they unpack why higher retu…
Today, Ben is joined by Michael O’Rourke—Apex-based financial advisor, RICP®, and former environmental engineer—for a rich and human-centered conversation about what it really takes to transition from earning a paycheck to generating reliable retirement income. Drawing on years of advising and his …
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