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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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Planning for the Unknown | Sarah Kang
Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
35 minutes
1 year ago
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...
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...