Financial Planning Tips
For faithful Catholics
The Catholic Priest who had Skin in the Game
A summary of an episode of The Reformed Financial Advisor Podcast. In this episode, I use the themes of Nassim Nicholas Taleb to help understand what we can learn from Pioneer Priest Fr. Bernard Donnelly. Continue reading→
3 reasons why we need Catholic Financial Advisors
Many Catholic laity are interested in hiring a Financial Advisor that also shares their Catholic faith. They are hoping to partner with an expert who understands their financial issues, is aligned with their values, and lives in their community. We think it is a necessary to connect Catholics with CFPs®, CPAs, and other experts in personal financial planning that are the right fit for their families. Continue reading→