Author: CatholicFinancial Planners

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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