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.
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 […]
Continue readingMore TagTyler Hackenberg, CFP®
Tyler Hackenberg, CFP® Biography Hi, I’m Tyler Hackenberg, CFP®, EA I founded Drexel Day Financial LLC to combine my love for helping people and integrating it with my Catholic faith. I spent the majority of my career at Vanguard in the retirement department. I was an expert at Roth conversions […]
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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 readingMore TagPhil Francois, CFP®
Phil Francois, CFP® Foundation Wealth Planning Biography I created an independent firm to help provide more personalized advice which is hard to achieve while working at a larger firm. My main focus is helping Catholic families align their finances with their values. Foundation Wealth Planning works virtually with clients from […]
Continue readingMore TagTyler J. Meyer, CFP®
Tyler J. Meyer, CFP®, ChFC®, CLU®, RICP®, FSCP®, CLTC® QED Wealth Solutions Biography Tyler grew up in St. John, Kansas and attended Benedictine College where he graduated with degrees in Mathematics and Secondary Education. After a few years of teaching, it was evident that God had different plans for him, […]
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