Is Wealth Accumulation Moral? [PODCAST] Ben Martinek, Deb Meyer, and Robert Franer III discuss the morality (or lack thereof) wealth building. Where is the limit to lay Catholic families growing their wealth? Featured in this episode of Catholic Money Mastermind: Ben Martinek, CFP®, CSLP, EA Deborah L. Meyer, CFP®, CPA/PFS, […]
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How Should I Save/Invest For Short Term Goals? [PODCAST]
How Should I Save/Invest For Short Term Goals? In this episode we discuss all the ways that people are using financial assets to save for short-term goals – cash, bonds, the stock market, and even crypto. In the end, financial planning is always to place to start. Featured in this […]
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Who is Budgeting For? [PODCAST]
Who is Budgeting For? Ben Martinek, Robert Franer, and Andy Flattery discuss the very foundation of personal finance – budgeting. Featured in this episode of Catholic Money Mastermind: Andy Flattery, CFP® Ben Martinek, CFP® Robert Franer, AAMS® You Need a Budget Attend the FREE Heroic Finance Summit – 2/27/2021 […]
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FREE Heroic Finance Summit – 2/27/21
Heroic Finance Summit – 2/27/21 The Catholic Financial Planners Network is excited to participate in the upcoming Heroic Finance Summit on Saturday, 27, 2021. Sign up for free for the virtual conference HERE.
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Around the horn – the Bezos divorce, religion is “cool” again, Biden’s taxes [PODCAST]
Around the horn – the Bezos Divorce, religion is “cool” again, Biden’s taxes Andy Flattery, Deb Meyer, and Michael Acosta discuss the news of the day. Elon recently became the richest in the world. Joe Biden is pretty open about his Catholicism. Also, Biden will be taxing the rich. Featured […]
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Financial Steps to Take When Having a Child [PODCAST]
Financial Steps to Take When Having a Child Ben Martinek, Sean Mullaney, and Andy Flattery discuss financial steps to take when having a child. Featured in this episode: The New Baby Financial Checklist
Continue readingMore TagAnthony Guzman, CFP®
Anthony Guzman, CFP® Pioneer Wealth Management Group Biography Howdy, I help families and individuals gain clarity and peace with their finances through holistic, fiduciary financial planning. My mission as your personal CFO is to help you discern through financial decisions and steward your resources prudently so you can live […]
Continue readingMore TagKevin Reardon, CFP®
Kevin Reardon, CFP® Founder & President Shakespeare Wealth Management Biography Kevin Reardon, CFP® has been helping clients achieve their financial goals for over 30 years. Developing a one-to-one relationship with clients is Kevin’s unique skill and the reason he started Shakespeare Wealth Management in 1999. Shakespeare serves a niche market, […]
Continue readingMore TagDeborah Meyer, CFP®, CPA/PFS, CEPA
Deborah L. Meyer, CFP®, CPA/PFS, CEPA WorthyNest® Biography Hi, I’m Deb Meyer, and I know exactly how it feels to struggle with family financial decisions. Society tells us to make money at all costs, even when it contradicts our Catholic values. At WorthyNest®, we help entrepreneurs and parents integrate faith […]
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