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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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Investing
Religion & Spirituality,
Business,
Christianity
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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...
Investing
Religion & Spirituality,
Business,
Christianity
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Income Tax Efficiency | Charlie Horonzy
Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
38 minutes
1 year ago
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 ...
Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
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...