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 […]
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Webinar – Introducing: Catholic Financial Planners Network
CATHOLIC FINANCIAL PLANNERS – Register for our next webinar here: https://meet.zoho.com/mVG1hRwTuW Date and Time: Thursday, February 8, 2024 12:00 PM CST Join Andy Flattery, CFP® to learn about the network for dedicated financial advisors who practice the Catholic faith. The Catholic Financial Planners Network is a principled study group of […]
Continue readingMore TagHolistic Life Planning and Assembling a Board of Directors | Anthony Guzman [PODCAST]
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 […]
Continue readingMore TagIs It Better for Moms to Stay at Home? | Deb Meyer [PODCAST]
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 […]
Continue readingMore TagLearn THIS Before the Realities of Retirement Set In | Tyler Meyer [PODCAST]
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 […]
Continue readingMore TagRaising Money Smart Kids | Robert Franer [PODCAST]
Raising Money Smart Kids | Robert Franer [PODCAST] 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 […]
Continue readingMore TagHow Catholics Can Bring Prayer to Their Finances | Charlie Horonzy [PODCAST]
How Catholics Can Bring Prayer to Their Finances | Charlie Horonzy [PODCAST] 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 […]
Continue readingMore TagThe Noblesse Oblige | Andy Flattery [PODCAST]
The Noblesse Oblige | Andy Flattery [PODCAST] 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 […]
Continue readingMore TagThe Virtues of Money: Is Building Wealth Good? | Joe Ibarra [PODCAST]
The Virtues of Money: Is Building Wealth Good? | Joe Ibarra [PODCAST] 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 […]
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