Author: CatholicFinancial Planners

The Bear Market Episode [PODCAST] Financial headlines are overly pessimistic. Tyler Hackenberg of Drexel Day Financial, Joe Ibarra of Falcon Wealth Advisors and Deb Meyer of WorthyNest® discuss the current bear market and hidden opportunities for a variety of Catholics — from young professionals to pre-retirees.  We also touch on […]

The Impact of Inflation: Long-Term Approach for Addressing Short-Term Concerns [PODCAST] On this episode of Catholic Money Mastermind podcast, Deb Meyer of WorthyNest®, Ben Martinek of Bona Fide Finance and Michael R. Acosta of Consolidated Planning, Inc. discuss the impacts of #inflation on households and how it is playing a […]

Money Management for Catholics w/ Jonathan & Amanda Teixera [PODCAST] Catholic Money Mastermind hosts Deb Meyer of WorthyNest® and Ben Martinek of Bona Fide Finance are joined by two very special guests today. Amanda and Jonathan Teixeira are the duo and happily married couple behind WalletWin, where they help everyday […]

Charitable Giving From a Catholic Perspective [PODCAST] 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 […]

Catholic Investing Series: Knights of Columbus w/ Thom Duffy [PODCAST] 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 […]

Catholic Investing Series: John Mueller of Dana Investments [PODCAST] Michael Acosta interviews John Mueller, Vice President at Dana Investments, on Dana’s version of Catholic Moral Investing.  Featured in this episode of Catholic Money Mastermind: Michael Acosta, CFP® John Mueller of Dana Investments  

Around the Horn – Zero Interest Trap, the Universal Destination of Goods [PODCAST] Financial Planners Joe Ibarra and Andy Flattery discuss the zero interest rate trap and the teaching of the Universal Destination of Goods. Featured in this episode of Catholic Money Mastermind: Andy Flattery, CFP® Joe Ibarra, CPA City […]

Marriage & Money [PODCAST Deb Meyer and Tyler Hackenberg discuss finances in the context of marriage.  Featured in this episode of Catholic Money Mastermind: Tyler Hackenberg, CFP® Deborah L. Meyer, CFP® Compass Catholic Ministries