Catholic Money Mastermind Podcast
Explore the intersection of faith and finances
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The “Catholic Money Mastermind” podcast is a production of the Catholic Financial Planners Network, featuring discussions led by professional Catholic CERTIFIED FINANCIAL PLANNERS™. The podcast delves into the relationship between faith and finances, offering insights on integrating Catholic principles into financial planning. Topics range from avoiding societal money traps and understanding the concept of “how much is enough” to strategies for slow and steady wealth accumulation. Listeners can expect conversations that blend financial expertise with spiritual guidance, aiming to help Catholics align their financial decisions with their faith.
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SBLOCs Explained: How Wealthy Investors Borrow Without Selling Stocks | Michael Acosta
Michael Acosta joins Ben to explore an often-overlooked financial planning strategy: using a...
Financial Planning Is More Than a Job—It’s a Vocation | Daniel Campos
Today, Ben sits down with Daniel Campos for a deeply reflective conversation on vocation,...
Why Legacy Planning for Catholic Families Requires More Than Estate Documents | Matthew Bearth
Today, Ben welcomes Matthew Bearth for a thoughtful conversation on estate planning, legacy, and...
Stop Missing These Costly Tax Mistakes | Leyder “Aiden” Murillo
Today, Ben welcomes Aiden Murillo of Wolfpack Wealth Management for a timely, post–tax season...
Make Money Serve Your Marriage, Not Control It | Kenny Senour
Today, Ben sits down with Kenny Senour of Legacy Wealth Partners for a candid and deeply practical...
Faithful Stewardship, Catholic Generosity, and Tax Strategies for Charitable Giving | Shane Littleton
Today, Ben welcomes Shane Littleton of Clarity Wealth Development for a rich and practical...
The Stewardship Shift That Strengthens Families, Not Just Finances | Dominick Anton
Today, Ben sits down with Dominick Anton, a Catholic financial advisor based in Boise, Idaho, for...
The Myth of Easy Money—Does the Best Investment Strategy Have to Feel Boring? | Joe Petry & Nick Shiver
Today, Ben is joined by fellow Catholic Financial Planners Network members Joe Petry and Nick...
The 4 L’s of a Well-Built Retirement | Michael O’Rourke
Today, Ben is joined by Michael O’Rourke—Apex-based financial advisor, RICP®, and former...
Pouring Out Without Burning Out: A Catholic Approach to Work-Life Balance | Nick Orenduff & Charlie Horonzy
Today, Ben sits down with fellow Catholic financial planners Nick Orenduff and Charlie Horonzy for...
What If Thomas Aquinas Was Your Financial Advisor? | Chris Schilmoeller
Today, Ben is joined by Chris Schilmoeller—Orlando-based financial advisor and former FOCUS...
Is the Wealth Gap a Sign of Injustice? What’s Fair? | KJ Smith
Today, Ben welcomes KJ Smith—financial advisor, theologian, and founder of Ethos Logos...
God Blesses Yeses: What Long-Term Commitment Teaches About Wealth | Jessica Chominski
Today, Ben welcomes Jessica Chiminsky—financial advisor, Army Reservist, and mother of six—for a...
Greed, Generosity, & the True Meaning of Catholic Money | Tim Mayer
Today, Ben is joined by fellow Catholic financial planner Tim Mayer to unpack the meaning of...
Can Bitcoin, YIMBY, Faith—and Fewer Cars—Rebuild Urban Community? | Wyatt O’Rourke
Today, Ben welcomes Wyatt O'Rourke—Denver-based financial advisor and founder of Basilic...
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...
What is Tactical Asset Allocation? | Jonathan Riesch
Today, I sit down with Jonathan Reich, a financial advisor at Global View Capital Management and a...
Is Investing Just a Calculated Gamble? | Phil Francois & Anthony Guzman
Today we’re joined for a roundtable discussion with Anthony Guzman and Phil Francois to explore...
Alternative Investing: Real Estate, Municipal Debt & Private Lending | Logan Moore
Today, we feature Logan Moore, who is a CFA charterholder from Kansas City, who shares his...
Avoiding Society’s Money Traps | Deb Meyer & Kevin Reardon
Today, I’m joined by Kevin Reardon and Deb Meyer to discuss how emotions, societal pressures, and...
How Much is Enough? | Brian Wayne
Today, Brian Wayne from LifeGuide Financial Advisors joins Ben Matinek to explore integrating...
Slow, Steady Wealth Accumulation | Robert Franer & Tyler Meyer
Today we’re joined by financial advisors Robert Franner and Tyler Myler to discuss strategies for...
A Philosopher’s Take on Faith and Finance | Nick Shiver
Today, Ben discusses the intersection of philosophy and financial planning with Nick Shiver, a...
How to Become a Financial Adviser | Bryan Smalley, Lance Peters, Charlie Horonzy
Ben, along with advisors Bryan Smalley, Lance Peters, and Charlie Horonzy, provide valuable...
Listen, Listen. Love, Love. | Joe Petry
Joe Petry, a fellow member of the Catholic Financial Planners Network and founder of Mayfair...
Investing 101: Stocks, Mutual Funds, and ETFs Explained | Nick Orenduff
In this episode of the podcast hosted by Ben Martinek from the Catholic Financial Planners...
Income Tax Efficiency | Charlie Horonzy
We’re all going to pay taxes, but knowing how the system works can prepare us for retirement with...
Usury: Are Interest Bearing Investments Ethical? | Jerod Frank
The nature of the sin called usury has its proper place and origin in a mutuum contract. Jerod...
Planning for the Unknown | Sarah Kang
Sarah Kang is a Certified Financial Planner with UAK Diversified, a firm she runs with her...
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...
Is a Single Income Household Worth the Sacrifice? | Bryan Smalley
Bryan Smalley is a Certified Financial Planner (CFP) with a BA from the University of Toledo and...
Praying with Your Planner | Lance Peters
With over 30 years of experience as a financial planner, Lance is one of the most experienced...
Holistic Life Planning and Assembling a Board of Directors | Anthony Guzman
Anthony specializes in holistic family planning with focus on early career and family, retirement...
Escaping the Paycheck to Paycheck Cycle | Phil Francois
Phil joins us from Foundation Wealth Planning in Salina, Kansas. He’s also a member of the...
Finding Faith in a Financial Downturn | Kevin Reardon
In this episode, we explore the challenging and rewarding journey of Kevin Reardon, a seasoned...
Is It Better for Moms to Stay at Home? | Deb Meyer
Today, Deb Meyer, CFP®, CPA/PFS, CEPA, joins us to chat about women balancing motherhood with...
Learn THIS Before the Realities of Retirement Set In | Tyler Meyer
Some small changes can make a big difference. Tens, if not hundreds of thousands of dollars are at...
Raising Money Smart Kids | Robert Franer
You might have your kids saving up in piggy banks, but how do you get them ready to tackle money...
How Catholics Can Bring Prayer to Their Finances | Charlie Horonzy
Ben Martinek and Charlie Horonzy talk about how to bring prayer into your finances, the insecurity...
The Noblesse Oblige | Andy Flattery
Ben Martinek and Andy Flattery delve into generational wealth, family dynamics and inheritance,...
The Virtues of Money: Is Building Wealth Good? | Joe Ibarra
Ben Martinek and Joe Ibarra discuss how building wealth is tangential to growing in virtue. Most...
The Four Pillars of Catholic Social Teaching | Tyler Hackenberg
Ben Martinek and Tyler Hackenberg provide an insightful discussion on how Catholic social teaching...
Goal Planning in 2023 | Michael Acosta
Ben Martinek and Michael Acosta discuss goal setting in 2023. "I love goal setting. I have to say,...
The 401(k) Debate, Money Habits, & Catholic Apologetics | Trent Horn
Ben Martinek and Joe Ibarra host Trent Horn – Apologist for Catholic Answers and host of The...
A Conversation with the Benedictines of Mary, Queen of the Apostles
Andy Flattery visits with Mother Abbess Cecelia of the Benedictines of Mary, Queen of the Apostles...
The Crypto Episode
This month on the Podcast, we talk with Matthew Pinto to discuss how the emerging space of Crypto...
What to do about Student Loans Right Now
There have been important changes within the Federal Student Loan landscape with the recent...
Is it Immoral to Invest in a 401(k) Plan?
Ben Martinek, Deb Meyer and Tyler Hackenberg of Catholic Financial Planners Network discuss the...
Roe v Wade Overturned: How to Respond as a Catholic
Today’s episode of Catholic Money Mastermind discusses a controversial topic: the overturning of...
Conquer your Fears During This Bear Market
Financial headlines are overly pessimistic. Tyler Hackenberg of Drexel Day Financial, Joe Ibarra...
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...
Money Management for Catholic Couples | Jonathan & Amanda Teixera
Catholic Money Mastermind hosts Deb Meyer of WorthyNest® and Ben Martinek of Bona Fide Finance are...
Charitable Giving from a Catholic Perspective
As Catholics, why do we give to charities? What is tithing, and should it be based on a gross or...
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...
Catholic Investing Series: Eventide Funds | Jason Myhre
Deb Meyer and Ben Martinek speak with Jason Myhre of Eventide Funds. Eventide Asset Management,...
Is Classical Education the Answer For Our Kids?
Dr. Luke Murray, headmaster at the new Chesterton Academy of St. Philip Neary, shares his vision...
Catholic Investing Series: Dana Investments | John Mueller
Michael Acosta interviews John Mueller, Vice President at Dana Investments, on Dana's version of...
The Finances of Education for Catholic Families
Charlie Horonzy, Deb Meyer, and Andy Flattery discuss the finances of education for Catholic...
Around the Horn – Zero Interest Trap, The Universal Destination of Goods
Financial Planners Joe Ibarra and Andy Flattery discuss the zero interest rate trap and the...
Marriage & Money
Deb Meyer and Tyler Hackenberg discuss finances in the context of marriage. Show notes for this...
Talking Dave Ramsey
*Originally recorded 7/2020* Catholic Financial Planners Ben Martinek and Andy Flattery discuss...
Around the Horn – Housing Prices, Vatican Investments, Retail Investing Boom
Around the horn episode with members of the Catholic Financial Planners Network. Topics discussed...
Is Wealth Accumulation Moral?
Ben Martinek, Deb Meyer, and Robert Franer III discuss the morality (or lack thereof) wealth...
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...
Who is Budgeting For?
Ben Martinek, Robert Franer, and Andy Flattery discuss the very foundation of personal finance -...
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...
Financial Steps to Take When Having a Child
Ben Martinek, Sean Mullaney, and Andy Flattery discuss financial steps to take when having a...
Introducing Catholic Money Mastermind
Introducing Catholic Money Mastermind, the podcast that features conversation from CFP®...
Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
