Author: CatholicFinancial Planners

Talking Dave Ramsey [PODCAST] *Originally recorded 7/2020* Catholic Financial Planners discuss Dave Ramsey: What we love about Dave Where we disagree  Why most people should seek to graduate from “doing Dave Ramsey” Featured in this episode of Catholic Money Mastermind: Ben Martinek, CFP®, CSLP, EA Andy Flattery, CFP® Dave Ramsey

Around the Horn – Housing Prices, Vatican Investments, Retail Investing Boom [PODCAST] Around the horn episode with members of the Catholic Financial Planners Network. Topics discussed are –  Housing prices are skyrocketing The Vatican’s investment choices The retail investment boom Featured in this episode of Catholic Money Mastermind: Michael Acosta, […]

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, […]

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 […]

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   […]