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.