Episodes

  • 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 life than just money, which Ben and Bryan discuss in this episode.

    Key Takeaways:

    Things to know before becoming a single income household.The benefits of one parent staying at home.Some surprising cost savings come with a reduction to a single income.How to test run a single income and prepare with a cushion.How private, public, or home schooling can factor into your decision.

    Mentions

    🌐 Website: https://corient.com/find-an-advisor?search=bryan&advisor=Bryan+Smalley

    👉🏼 LinkedIn: https://www.linkedin.com/in/bryandsmalley/

    📚 Is It Better for Moms to Stay at Home? | Deb Meyer: https://www.catholicfinancialplanners.com/is-it-better-for-moms-to-stay-at-home-deb-meyer-podcast/

    More of Catholic Money Mastermind:

    https://www.catholicfinancialplanners.com/

    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.

    Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.


  • 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:

    How your financial advisor’s perspective will affect your planning.What it means to be a steward of your resources.How to find an advisor with the Christian mentality you’re looking for.How Lance involves prayer in his financial practice.Why everyone should know the regulations followed by their advisor.

    Mentions

    🌐 Website: https://www.catholicfinancialplanners.com/members/tylerdrexeldayfinancial-com/

    🌐 Website: https://www.nauticalstarfinancial.com/

    👉🏼 LinkedIn: https://www.linkedin.com/in/lancepeters/

    📚 The Mission of My Life by Saint John Henry Cardinal Newman: https://www.dioslc.org/documents/139.pdf?v=20210308133704

    📚 The 4 Pillars of Catholic Social Teaching | Tyler Hackenberg: https://www.catholicfinancialplanners.com/the-4-pillars-of-catholic-social-teaching-tyler-hackenberg-podcast/

    📚 A Mission of My Life PDF: https://drive.google.com/file/d/1NY7HdrAJuYqBtUYDwJpD_GvNMEpsEBR8/view

    More of Catholic Money Mastermind:

    https://www.catholicfinancialplanners.com/

    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.

    Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.


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  • 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 you’re looking to live a more fulfilling life and develop the financial skills to do it, this is a great place to start!

    Key Takeaways:

    Financial planning involves more than just money. Good financial planning starts with holistic life planning.In what do you find meaning in life?Anthony’s “Examination of Conscience”.What types of people you want to surround yourself with, as a sort of board of directors, to give a balanced approach to life.How to adopt your own “rule of life”.

    Mentions

    🌐 Website: https://www.pioneerwealth.com/

    👉🏼 Anthony: https://www.catholicfinancialplanners.com/members/anthonypioneerwealth-com/

    📚 George Kinder: https://www.georgekinder.com/

    More of Catholic Money Mastermind:

    https://www.catholicfinancialplanners.com/

    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.

    Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.


  • 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 discuss how to change your perspective on your finances, a variety of budgeting solutions, and how surprised you might be by your expenditures once you start budgeting. Phil highlights a few ways you can get the ball rolling, motivating you to keep going. If you’re wondering where your paycheck is going and want to learn how to get out of this cycle, this episode is for you.

    Key Takeaways:

    Take ownership and honestly consider your financial reality.Your situation isn’t always as bad as you might think - there’s a way out!The only way to know how much you’re spending is to track it.How keeping a budget can help you adjust to the rising cost of living.You need a plan for cutting expenses AND earning more money.How to use your resources to advance your financial goals.

    Mentions

    🌐 Website: https://www.foundationwealthplanning.com/

    👉🏼 LinkedIn: https://www.linkedin.com/in/phil-francois1/

    📚 Vertex 42: https://www.vertex42.com/

    📚 EveryDollar: https://www.ramseysolutions.com/ramseyplus/everydollar

    📚 Monarch: https://www.monarchmoney.com/

    📚 Tiller: https://www.tillerhq.com/

    📚 YNAB: https://www.ynab.com/

    📚 WalletWin: https://walletwin.com/

    📚 Catholic Compass: https://compasscatholic.org/

    📚 Catholic Financial Planners: https://www.catholicfinancialplanners.com/

    More of Catholic Money Mastermind:

    https://www.catholicfinancialplanners.com/

    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.

    Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.


  • In this episode, we explore the challenging and rewarding journey of Kevin Reardon, a seasoned financial advisor who started his career in 1992. Through the highs and lows of his career, Kevin opens up about the hardships he faced during the early 2000s and how having faith, persevering through difficulties, and focusing on service can help navigate life's ups and downs in a spiritually fulfilling way. Challenges are opportunities to grow closer to God. Tune in to this enlightening episode as Kevin shares his inspiring journey of resilience and faith against all odds.

    What You’ll Learn:

    Kevin's early career, leaving a firm due to conflicts of values, and the initial successes of his independent firm, Shakespeare Wealth ManagementKevin describes the tech bubble burst, causing his business to drop to $8 million in assets under managementKevin shares about his personal and business financial obligations and struggles during the downturnThe tough decisions Kevin had to make to keep his business afloat, including letting go of his administrative assistant and circulating his resume as a backup planThe vital role Kevin's Catholic faith played in helping him navigate through his trials, emphasizing on concepts like persistence, deferred gratification, and trusting in God's planKevin talks about considering other career options as a backup planKevin shares how he kept moving forward during the low point The transformation Kevin underwent post his financial crisis, learning valuable lessons on humility, money and successKevin's focus shifts to serving others and giving back, becoming actively involved in Catholic charities and service opportunities, and committing to saying yes to helping others

    More of Kevin:

    Shakespeare Wealth Management: https://www.shakespearewm.com/kevin-reardon-cfp/

    More of Catholic Money Mastermind:

    https://www.catholicfinancialplanners.com/

    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.

    Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.


  • Today, Deb Meyer, CFP®, CPA/PFS, CEPA​, joins us to chat about women balancing motherhood with their professional careers. Throughout history, there has been a prevailing belief that women should primarily fulfill their roles within the household. Deb’s journey in being a mom and business owner has led her to address certain concerns within the Catholic faith regarding gender roles. After raising kids as a stay at home mom while working, Deb now seeks to help other families develop a financial and investment plan that aligns with their family’s values.

    Key Takeaways:
    Gender roles within the Christian faith
    Bringing balance to the family unit with feminine energy
    Raising kids in a dual income household
    Financial feasibility of childcare
    Balancing motherhood with your professional career
    Chasing entrepreneurship on the side of motherhood
    Readjusting vs doubling down on your commitments
    Single income arrangements and dynamics

    Mentions:
    Mere Christians: https://podcast.jordanraynor.com/

    More of Deb:
    🌐 Website: https://www.worthynest.com/
    👉🏼 Facebook: https://www.facebook.com/WorthyNest/

    More of Catholic Money Mastermind:
    https://www.catholicfinancialplanners.com/

    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.

    Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.


  • Some small changes can make a big difference. Tens, if not hundreds of thousands of dollars are at stake in getting that one decision right like with social security. You really will impact your quality of life as these decisions start to compound. So, let’s get ahead of the decisions that’ll most drastically affect our retirement. Today, Tyler’s going to share what areas in our personal and financial lives deserve a second look.

    What You’ll Learn:

    Retiring to rather than retiring fromWhat is Coast FI?Why retirement planning is more than just financial planningWhat fulfillment looks like in retirementThe retirement smile spending patternsPreventing elderly abuseThe best way to retireGood planning doesn’t cost, it pays

    Mentions:

    Elder Abuse Can Happen to Anyone, Are You Protecting Your Loved Ones? https://www.qedwealthsolutions.com/blogs/blog7.11.23.html

    More of Tyler:

    https://www.catholicfinancialplanners.com/tyler-j-meyer-cfp/

    https://www.qedwealthsolutions.com/index.html


    Are you looking to hire an advisor? Browse our members.

    Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.


  • You might have your kids saving up in piggy banks, but how do you get them ready to tackle money in the real world? Today’s guest, Robert Franer, has a ton of actionable advice when it comes to instilling the foundation money skills your kids need to master. Of course, parenting looks different for everyone, but this episode will have you thinking about a framework to building your childrens' money mindset, spending habits, and investing predisposition.

    What You’ll Learn:

    What does it mean to be good with money?The dichotomy between encouragement and disciplineInstilling a sense of charity into your kids’ money mindsetGrooming spending habits early onTransitioning your kids into providing for themselvesAn approach to credit cards at an early age

    More of Robert:

    https://www.catholicfinancialplanners.com/robert/

    http://www.castellumfinancialadvice.com/

    More of Catholic Money Mastermind:

    https://www.catholicfinancialplanners.com/

    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.

    Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.


  • Ben Martinek and Charlie Horonzy talk about how to bring prayer into your finances, the insecurity that's associated with it, and the specific methods that they use. Amidst uncertainty, prayer plays a crucial role in helping us stay grounded, seek guidance and find the strength to fulfill our responsibilities.

    "I think God wants us to be saints.. and everything in our life is helping us to get to heaven."

    - Charlie Horonzy

    What You’ll Learn:

    Lectio Davina prayer and other meditation exercisesSurrendering to God’s providence, especially in financial mattersFinancial challenges and anxieties are present regardless of one's wealthThe struggles in life can be viewed as crosses that teach valuable lessonsBalancing ambition and gratitudeFaith can be a rollercoaster, but persistence is key

    Mentions:

    Teach Us How to Pray: https://www.amazon.com/Teach-Us-Pray-Prayers-Bible/dp/158134967X

    The Hallow App: https://hallow.com/

    The Amen App: https://amenapp.org/

    More of Charlie:

    https://www.catholicfinancialplanners.com/charlie/



    More of Catholic Money Mastermind:

    https://www.catholicfinancialplanners.com/

    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.

    Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.


  • Ben Martinek and Andy Flattery delve into generational wealth, family dynamics and inheritance, and the inferred responsibility of those who have wealth to act with generosity toward those who are less privileged.

    The discussion unravels the power dynamics that shape society. Explore the contrasting responses, from the trad Catholic movement to Catholic homesteaders and the Postliberals, as they navigate the current state of affairs with their unique perspectives.

    In a society that champions individualism, the role of families in cultivating excellence and nourishing deep roots provides tension between the American ideal and the pursuit of familial virtues. Andy attempts to uncover the complexities of fairness and equality, as well as the challenges inherent in addressing inequalities, concentration of power, and setting meaningful examples of virtue.

    In addition, discover the true essence of wealth and its impact on society as the conversation delves into the responsibility and obligations of those who possess it. Explore the idea of "Die With Zero," challenging the traditional notion of leaving a multi-generational financial legacy. Critique the potential pitfalls of generational wealth and the implications it holds for personal development and societal well-being. Prepare to question your own understanding of wealth, legacy, and the pursuit of a virtuous life.

    Mentions:

    Nobility and Analogous Traditional Elites: A Theme Illuminating American Social History: https://www.amazon.com/Nobility-Analogous-Traditional-Elites-Illuminating/dp/0819193100

    Die With Zero: https://www.amazon.com/Die-Zero-Getting-Your-Money/dp/0358099765

    More of Andy:

    The Reformed Financial Advisor podcast: https://simplewealthkc.com/reformed-financial-advisor-podcast/

    https://www.catholicfinancialplanners.com/andy/

    More of Catholic Money Mastermind:

    https://www.catholicfinancialplanners.com/

    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.

    Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.


  • Ben Martinek and Joe Ibarra discuss how building wealth is tangential to growing in virtue.

    Most people wouldn’t consider building wealth as an opportunity to refine the virtues of patience, discipline and generosity. In this episode, Joe Ibarra deliberates how the journey to generating wealth comes with a testament of these skills.

    Joe graduated first in his class from Rockhurst University in Kansas City, MO where he studied Philosophy and Accounting. He is a Financial Planner at Falcon Wealth Advisors based in Kansas City, MO, but has clients in 23 states across the country. Falcon Wealth Advisors specializes in providing fiduciary-driven, goals-based, and product-free advice.

    What You’ll Learn:

    How the stomach is an investor’s most important organWhy temperament pays over technical information when it comes to investingDiscipline is a virtue that can only be applied in small incrementsWhat is money supposed to accomplish for us?

    More of Joe:

    https://www.catholicfinancialplanners.com/joe-ibarra/

    More of Catholic Money Mastermind:

    https://www.catholicfinancialplanners.com/

    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.

    Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.


  • Ben Martinek and Tyler Hackenberg provide an insightful discussion on how Catholic social teaching can be integrated into financial planning and decision-making.

    We hear the story of Tyler Hackenberg, a former Westminster Theological Seminary student who is now a Catholic financial advisor located in the greater Philadelphia area. Tyler's journey to Catholicism started at Vanguard with a client requesting a donation to Planned Parenthood. This request led Tyler to explore Catholic social teaching and recognize the infinite human dignity of the unborn.

    Tyler discusses the legacies of St. Katharine Drexel and Dorothy Day. As a financial advisor, Tyler's practice, Drexel Day Financial, is grounded in the four pillars of Catholic social teaching, human dignity, common good, subsidiarity and solidarity.

    Tyler highlights defending the less fortunate by recognizing the wealth in each person regardless of socio-economic status. In his financial practice, Tyler emphasizes making decisions that have a positive impact on the environment and society, as we are all connected as human beings.

    More of Guest:

    Website: https://drexeldayfinancial.com/

    Biography: http://www.catholicfinancialplanners.com/tyler-hackenberg-cfp/

    LinkedIn: https://www.linkedin.com/in/tylerhackenberg/

    More of Catholic Money Mastermind:

    https://www.catholicfinancialplanners.com/

    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.

    Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.


  • Ben Martinek and Michael Acosta discuss goal setting in 2023.

    "I love goal setting. I have to say, when I first got started setting goals, it's kinda like, uh, do I really need to do this? Is it necessary? And I have to say, after being in business for many years and working with clients for many years, yes! Goal setting is important. At the end of the day, on a practical level, if we wanna be able to look back at our lives and have something to show for our hard work, I really think you can't get away from goal setting."
    - Ben Martinek

    Show notes: http://www.catholicfinancialplanners.com/goal-setting-in-2023-michael-acosta-podcast/

    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, LLC 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.

    Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Genesis Wealth Planning, LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #0M50974.


    Are you looking to hire an advisor? Browse our members.

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  • 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!


    Are you looking to hire an advisor? Browse our members.

    Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.


  • Andy Flattery visits with Mother Abbess Cecelia of the Benedictines of Mary, Queen of the Apostles in Gower, MO. They talk about restoring civilization, growing your own food, the life of a traditional nun, the latin mass, and the munificence of supporting the building of new monasteries.

    Read the article: Meet the Catholic Nuns Who Are Building a New Church with Bitcoin

    If you would like to help the sisters build a new monastery in southern Missouri, please do so on their website.


    Are you looking to hire an advisor? Browse our members.

    Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.


  • This month on the Podcast, we talk with Matthew Pinto to discuss how the emerging space of Crypto is relevant to the Catholic Faith. We also discussed his current venture: The Catholic/Crypto Conference 2022, which will bring together Catholic thought leaders, technologists, crypto enthusiasts, and evangelists-at-heart for two full days of seminars, Meet-ups, strategy sessions, networking, and fun.

    Show Notes: https://www.catholicfinancialplanners.com/the-crypto-episode-podcast/


    Are you looking to hire an advisor? Browse our members.

    Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.


  • There have been important changes within the Federal Student Loan landscape with the recent announcement in late August regarding Federal Forgiveness opportunities for borrowers. In this episode our very own Ben Martinek and Michael R. Acosta discuss what borrowers need to be aware of as the prepare for student loan payments to resume in January of 2023. As Certified Student Loan Professionals with extensive backgrounds in student loan planning both Ben and Michael provide insights into what borrowers should be considering when choosing the right repayment strategy. Be sure to listen to the end where we discuss the morality behind debt forgiveness and if it is something we should be cautious of as practicing Catholics.

    Show Notes: https://www.catholicfinancialplanners.com/student-loans-podcast/


    Are you looking to hire an advisor? Browse our members.

    Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.


  • Ben Martinek, Deb Meyer and Tyler Hackenberg of Catholic Financial Planners Network discuss the recent Pints with Aquinas debate between Jacob Imam and Trent Horn about the morality of investing in 401(k) plans for retirement. Jacob Imam argues that 401(k) investing is immoral because of its speculative nature, while Trent Horn points to magisterial authority that we are permitted as Catholics to invest in 401(k) plans – or any other savings vehicle for that matter.

    Tune into unique perspectives on this episode of Catholic Money Mastermind.

    Show Notes: https://www.catholicfinancialplanners.com/is-it-immoral-for-a-catholic-to-invest-in-a-401k-plan-podcast/


    Are you looking to hire an advisor? Browse our members.

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  • Today’s episode of Catholic Money Mastermind discusses a controversial topic: the overturning of Roe v Wade and its implications for Catholics who wish to invest in alignment with their moral values. After the Supreme Court decision, some sizable companies declared that they would pay for employees’ medical care to obtain abortions in states where it is still allowed. Should we automatically exclude these companies from our investment portfolios? Michael Acosta of Consolidated Planning, Tyler Hackenberg of Drexel Day Financial and Deb Meyer of WorthyNest® offer their unique perspectives after this historic decision.

    Show Notes: https://www.catholicfinancialplanners.com/roe-v-wade-overt…catholic-podcast/


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  • Financial headlines are overly pessimistic. Tyler Hackenberg of Drexel Day Financial, Joe Ibarra of Falcon Wealth Advisors and Deb Meyer of WorthyNest® discuss the current bear market and hidden opportunities for a variety of Catholics -- from young professionals to pre-retirees. We also touch on Pope Francis’ recent advice to retirees to “leave a legacy of good.” Please join us for this timely episode of the Catholic Money Mastermind podcast!

    Show Notes:https://www.catholicfinancialplanners.com/the-bear-market-episode-podcast/


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