Michael Acosta joins Ben to explore an often-overlooked financial planning strategy: using a securities-backed line of...
SBLOCs Explained: How Wealthy Investors Borrow Without Selling Stocks | Michael Acosta
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Michael Acosta
Why Retirees Struggle to Spend Their Savings | Michael Acosta & Ujae Kang
Today, Ben Martinek and financial planners Mike Acosta and Ujae Kang explore the emotional and financial complexities...
Home Calculator: Should You Rent or Buy? | Michael Acosta
With 9 years in the finance industry, Michael Acosta returns to the show with some insights on homeownership. Michael...
Goal Planning in 2023 | Michael Acosta
Ben Martinek and Michael Acosta discuss goal setting in 2023. "I love goal setting. I have to say, when I first got...
What to do about Student Loans Right Now
There have been important changes within the Federal Student Loan landscape with the recent announcement in late...
Roe v Wade Overturned: How to Respond as a Catholic
Today’s episode of Catholic Money Mastermind discusses a controversial topic: the overturning of Roe v Wade and its...
The Impact of Inflation: Long-Term Approach for Addressing Short-Term Concerns
On this episode of Catholic Money Mastermind podcast, Deb Meyer of WorthyNest®, Ben Martinek of Bona Fide Finance and...
Catholic Investing Series: Knights of Columbus | Thom Duffy
Join us as we continue to discuss the topic of 'Values-Based Investing' specific to the Catholic Faith. For many...
Catholic Investing Series: Dana Investments | John Mueller
Michael Acosta interviews John Mueller, Vice President at Dana Investments, on Dana's version of Catholic Moral...
Around the Horn – Housing Prices, Vatican Investments, Retail Investing Boom
Around the horn episode with members of the Catholic Financial Planners Network. Topics discussed are - Housing...
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,...
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...
