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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners

Catholic Financial Planners Network

Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com

PublishesMonthlyEpisodes57Founded5 years ago
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BusinessInvestingReligion & SpiritualityChristianity

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Artwork for Catholic Money Mastermind

Latest Episodes

Today, Ben welcomes KJ Smith—financial advisor, theologian, and founder of Ethos Logos Investments—for a conversation about what it means to bring Catholic social teaching into the heart of financial life. KJ shares how his unlikely pairing of financ... more

Today, Ben welcomes Jessica Chominski—financial advisor, Army Reservist, and mother of six—for a conversation that explores the intersection of vocation, sacrifice, and financial stewardship through a deeply Catholic lens. Jessica shares her journey ... more

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Today, Ben is joined by fellow Catholic financial planner Tim Mayer to unpack the meaning of “Catholic money”—a vision of wealth shaped by stewardship, detachment, and generosity. Grounded in their shared experiences in religious life, Ben and Tim re... more

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Today, Ben welcomes Wyatt O'Rourke—Denver-based financial advisor and founder of Basilic Financial—for a wide-ranging conversation on the interplay between tradition, innovation, and community within a Catholic framework. Wyatt shares his journey of ... more

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Today, Ben Martinek and financial planners Mike Acosta and Ujae Kang explore the emotional and financial complexities of preparing for retirement, emphasizing that while data and planning tools are essential, much of the work involves helping clients... more

Today, I sit down with Jonathan Reich, a financial advisor at Global View Capital Management and a new member of the Catholic Financial Planners Network. Jonathan shares his journey from working in high-volume client service roles at Fidelity and Equ... more

Today we’re joined for a roundtable discussion with Anthony Guzman and Phil Francois to explore the fundamentals of investing, including employer-sponsored retirement accounts, risk management, and investment strategies that align with personal value... more

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Today, we feature Logan Moore, who is a CFA charterholder from Kansas City, who shares his expertise on alternative investments and his professional journey. Logan discusses his experience managing high-yield municipal bonds, transitioning to commerc... more

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Which podcasts are similar to Catholic Money Mastermind?

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1. The Catholic Gentleman
2. The Word on Fire Show - Catholic Faith and Culture
3. The Counsel of Trent
4. Pints With Aquinas
5. Bishop Barron’s Sunday Sermons - Catholic Preaching and Homilies

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Catholic Money Mastermind launched 5 years ago and published 57 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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