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

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

Catholic Financial Planners Network

58 episodes

1 week ago

Today, Ben is joined by Chris Schilmoeller—Orlando-based financial advisor and former FOCUS missionary—for a deep dive into what it might mean to have Thomas Aquinas as your financial advisor. Chris reflects on his own journey from campus evangelization to financial planning, sharing how Aquinas’s emphasis on order, integration, and the proper end of human life continues to shape his work. The conversation explores Aquinas’s treatment of money, happiness, and stewardship, with special attenti...

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Religion & Spirituality,

All content for Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners is the property of Catholic Financial Planners Network and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Today, Ben is joined by Chris Schilmoeller—Orlando-based financial advisor and former FOCUS missionary—for a deep dive into what it might mean to have Thomas Aquinas as your financial advisor. Chris reflects on his own journey from campus evangelization to financial planning, sharing how Aquinas’s emphasis on order, integration, and the proper end of human life continues to shape his work. The conversation explores Aquinas’s treatment of money, happiness, and stewardship, with special attenti...

Show more...

Religion & Spirituality,

Episodes (20/58)

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

What If Thomas Aquinas Was Your Financial Advisor? | Chris Schilmoeller

Today, Ben is joined by Chris Schilmoeller—Orlando-based financial advisor and former FOCUS missionary—for a deep dive into what it might mean to have Thomas Aquinas as your financial advisor. Chris reflects on his own journey from campus evangelization to financial planning, sharing how Aquinas’s emphasis on order, integration, and the proper end of human life continues to shape his work. The conversation explores Aquinas’s treatment of money, happiness, and stewardship, with special attenti...

3 weeks ago

43 minutes

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

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 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 finance and theology has become a vocation, shaping his mission to help Catholics invest in ways that honor both prudence and conscience. Their discussion explores the seven principles of Catholic social teaching—from the inviolable dignity of the human...

1 month ago

42 minutes

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

God Blesses Yeses: What Long-Term Commitment Teaches About Wealth | Jessica Chominski

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 from aspiring social worker and crisis pregnancy center founder to military officer and faith-driven financial planner, reflecting on the quiet strength found in long-term obedience and trust in God’s providence. The discussion unpacks how discipl...

2 months ago

42 minutes

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

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 “Catholic money”—a vision of wealth shaped by stewardship, detachment, and generosity. Grounded in their shared experiences in religious life, Ben and Tim reflect on how faith transforms financial decision-making, shifting the focus from accumulation to service. They explore money’s historical roots in the domestic sphere and draw on Catholic teachings, like via negativa, to clarify what Catholic mone...

3 months ago

43 minutes

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

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 Financial—for a wide-ranging conversation on the interplay between tradition, innovation, and community within a Catholic framework. Wyatt shares his journey of entrepreneurship and reconversion to the faith, emphasizing the integration of spiritual values into financial planning. The discussion examines how technological progress—such as Bitcoin and the rise of network states—can coexist with enduring mo...

4 months ago

43 minutes

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

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 of preparing for retirement, emphasizing that while data and planning tools are essential, much of the work involves helping clients overcome fear, uncertainty, and guilt around spending. They discuss how financial advising often becomes a form of counseling, addressing identity, purpose, and emotional readiness as much as monetary logistics. The advisors stress the importance...

5 months ago

39 minutes

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

What is Tactical Asset Allocation? | Jonathan Riesch

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 Equitable to finding a more fulfilling path in personalized financial planning. We dive into tactical asset allocation, a strategy designed to minimize volatility and enhance risk-adjusted returns by dynamically adjusting investments based on market ...

6 months ago

35 minutes

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

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 the fundamentals of investing, including employer-sponsored retirement accounts, risk management, and investment strategies that align with personal values. We distinguish between investing and gambling, emphasizing that while both involve risk, investing is strategic and based on positive expected returns. Key principles such as diversification, market participation, and moral screening help build...

7 months ago

41 minutes

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

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 expertise on alternative investments and his professional journey. Logan discusses his experience managing high-yield municipal bonds, transitioning to commercial real estate, and co-managing a fund focused on real estate syndications. Alternative investments, which include real estate, private equity, and venture capital, offer potential for higher returns but involve greater risk, complexity, and limi...

8 months ago

41 minutes

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

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 behaviors shape our financial decision-making, especially as Catholics. We explore how fear, greed, and herd mentality can lead to poor financial choices and stress the importance of discipline, diversification, and aligning our actions with core values and faith. Drawing from personal stories, we emphasize the value of creating a clear, personalized financial plan to resist consumer-driven urges...

9 months ago

36 minutes

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

How Much is Enough? | Brian Wayne

Today, Brian Wayne from LifeGuide Financial Advisors joins Ben Matinek to explore integrating Christian principles into financial planning, emphasizing faith, stewardship, and intentional living. Drawing on themes such as evangelical poverty, detachment, and trust in God’s providence, the discussion highlights the importance of aligning finances with one’s spiritual purpose. Inspired by examples like Rick Warren and saints such as St. Francis of Assisi, Ben and Brian underscore setting "finan...

10 months ago

41 minutes

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

Slow, Steady Wealth Accumulation | Robert Franer & Tyler Meyer

Today we’re joined by financial advisors Robert Franner and Tyler Myler to discuss strategies for long-term wealth accumulation, emphasizing the importance of starting early, automating savings, and maintaining consistent habits. They highlight the power of compound interest, using goals like saving $100,000 by age 30 to demonstrate how early contributions grow significantly over time. They share an example of a couple who built $2 million in wealth through steady savings, emphasizing that fi...

11 months ago

38 minutes

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

A Philosopher’s Take on Faith and Finance | Nick Shiver

Today, Ben discusses the intersection of philosophy and financial planning with Nick Shiver, a wealth advisor from Columbia, South Carolina. Both Ben and Nick hold master's degrees in philosophy, and their conversation explores how their philosophical backgrounds inform their current roles in financial advising. They reflect on the rigorous training in critical thinking and argumentation philosophy provided and its applicability to building comprehensive financial plans rooted in ethical cons...

1 year ago

44 minutes

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

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 insights into the world of financial advising. The discussion covers the daily life of financial advisors, the industry’s various channels, client types, regulatory bodies, and the significant personal satisfaction derived from serving clients. They also explore the diverse paths to entering the financial services industry, including education, networking, and certifications. Inspirational pointers on ...

1 year ago

41 minutes

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

Listen, Listen. Love, Love. | Joe Petry

Joe Petry, a fellow member of the Catholic Financial Planners Network and founder of Mayfair Financial, shares his journey from economist to financial planner, motivated by his firsthand experience with retirement and ministry. In this episode, Joe emphasizes the importance of empathy, trust, and integrating faith into his work. From working with a refugee support initiative and the Kairos prison ministry to his time teaching economics at the university level, Joe brings a wealth of empathy a...

1 year ago

46 minutes

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

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 Network, guest Nick Orenduff of Orenduff Associates shares his insights on various investment vehicles and the importance of diversification. They discuss the differences between stocks, mutual funds, ETFs, and bonds, highlighting the roles these instruments play in a diversified investment portfolio. The conversation also covers the distinctions between fixed income investments and stock ownership, exp...

1 year ago

40 minutes

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

Income Tax Efficiency | Charlie Horonzy

We’re all going to pay taxes, but knowing how the system works can prepare us for retirement with a little more money in our savings accounts. Today’s guest, Charlie Horonzy, returns to discuss the ways we can use the tax code to our advantage. We discuss how tax planning is one of the most critical aspects of financial planning, how much better retirement can be when well-planned for, and when you should be paying taxes now vs later. Charlie gives some great examples of how the Tax Cuts and ...

1 year ago

38 minutes

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

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 Frank, a financial advisor and recent Catholic convert, shares his personal journey of grappling with the concept of usury within the context of ethical and moral investing. We answer questions such as should there be limits to profits? Jerod delves into the distinction between mutuum and societas loans, emphasizing the potential for perpetual indebtedness as the defining factor of usury. He also ra...

1 year ago

31 minutes

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

Planning for the Unknown | Sarah Kang

Sarah Kang is a Certified Financial Planner with UAK Diversified, a firm she runs with her husband. With a focus on the personal side of financial planning, Sarah brings her experience as a music teacher to planning in a way that allows her to break things down in a way that just makes sense. In this episode, Ben and Sarah discuss how helping people can be meaningful and how, even with uncertainty ahead, we can always create a plan, we just may need to pivot. If you’re looking for a light con...

1 year ago

35 minutes

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

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 is driven to work for his clients with the guidance of his tag line “Prepare, Perform, Prosper”. Questions discussed in this episode include: Should you pursue homeownership? Is a home a good investment? And is renting bad? All that, and more on this episode of Catholic Money Mastermind. Key Takeaways: What makes renting is a good decision.When it can be worth it to buy inst...

1 year ago

37 minutes