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

As Catholics, why do we give to charities? What is tithing, and should it be based on a gross or net amount of income? What federal and state tax advantages are there for charitable giving? Ben Martinek of Bona Fide Finance and Deb Meyer of WorthyNest® answer these questions and more in this special charitable giving episode of the Catholic Money Mastermind podcast. Show Notes: https://www.catholi...

Join us as we continue to discuss the topic of 'Values-Based Investing' specific to the Catholic Faith.  For many practicing Catholic's today we were born into our faith or also known as 'cradle Catholics'.  Many of us might be at a point in our financial and faith journey where we have a desire to align our assets with our faith.  If this is the case for you, how do you k...

Deb Meyer and Ben Martinek speak with Jason Myhre of Eventide Funds. Eventide Asset Management, LLC, is a Boston-based registered investment adviser* pursuing “investing that makes the world rejoice.” Show notes: https://www.catholicfinancialplanners.com/catholic-investing-series-jason-myhre-of-eventide-funds-podcast/  

Dr. Luke Murray, headmaster at the new Chesterton Academy of St. Philip Neary, shares his vision for Classical Education in Kansas City. Subscribe to The Reformed Financial Advisor Podcast: https://simplewealthkc.com/reformed-financial-advisor-podcast/ Interlude & Outro: https://www.youtube.com/watch?v=6CJ96LGGP6w

Michael Acosta interviews John Mueller, Vice President at Dana Investments, on Dana's version of Catholic Moral Investing.  Show notes for this episode: https://www.catholicfinancialplanners.com/catholic-investing-dana-investments/

Charlie Horonzy, Deb Meyer, and Andy Flattery discuss the finances of education for Catholic families. Show notes for this episode: https://www.catholicfinancialplanners.com/?p=4013&preview=true

Financial Planners Joe Ibarra and Andy Flattery discuss the zero interest rate trap and the teaching of the Universal Destination of Goods. Show notes for this episode: https://www.catholicfinancialplanners.com/?p=3994&preview=true

Deb Meyer and Tyler Hackenberg discuss finances in the context of marriage.  Show notes for this episode - https://www.catholicfinancialplanners.com/?p=3968&preview=true

*Originally recorded 7/2020* Catholic Financial Planners Ben Martinek and Andy Flattery discuss Dave Ramsey: What we love about Dave Where we disagree  Why most people should seek to graduate from "doing Dave Ramsey" Show notes for this episode - http://www.catholicfinancialplanners.com/talking-dave-ramsey-podcast/

Around the horn episode with members of the Catholic Financial Planners Network. Topics discussed are -  Housing prices are skyrocketing The Vatican’s investment choices The retail investment boom Show notes for this episode - https://catholicfinancialplanners.com/7

Ben Martinek, Deb Meyer, and Robert Franer III discuss the morality (or lack thereof) wealth building. Show notes for this episode - https://catholicfinancialplanners.com/6

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. Show notes for this episode - https://catholicfinancialplanners.com/5

Ben Martinek, Robert Franer, and Andy Flattery discuss the very foundation of personal finance - budgeting. Show notes - http://catholicfinancialplanners.com/4 Attend the FREE Heroic Finance Summit on Saturday, 2/27/21 - https://bit.ly/3ubFGPt  

Andy Flattery, Deb Meyer, and Michael Acosta discuss the news of the day. Elon recently became the richest in the world. Joe Biden is pretty open about his Catholicism. Also, Biden will be taxing the rich. Show notes - http://catholicfinancialplanners.com/3

Ben Martinek, Sean Mullaney, and Andy Flattery discuss financial steps to take when having a child. Show notes - http://catholicfinancialplanners.com/2

Introducing Catholic Money Mastermind, the podcast that features conversation from CFP® Practitioners on the intersection of faith and finances. In this episode, Ben Martinek, Andy Flattery, and Sean Mullaney outline the idea for the podcast and the need for a Catholic voice in the financial planning space. Find the show notes for this episode and get on email list at catholicfinancialplanners.com...