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

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

Professional (and Catholic) CERTIFIED FINANCIAL PLANNERS™ discuss the relationship between faith and finances. A production of the Catholic Financial Planners Network - catholicfinancialplanners.com

Publisher

Catholic Financial Planners Network

Category

business · religion & spirituality

Language

en

Explicit

No

First episode

5 Jan 2021

Latest episode

23 Sept 2026

Latest episodes

74 episodes in the feed.

1. 

   23 Sept 2026

   The Pope's Warning: Why Catholic Investors Should Be Worried | KJ Smith

   Today, Ben Martinek and new co-host Deb Meyer welcome KJ Smith of Ethos Logos Investments for a thoughtful conversation on artificial intelligence through the lens of Catholic social teaching. Using a recent papal document on AI as their guide, they explore a question that reaches far beyond technology itself: what makes us human, and how can we ensure AI serves rather than diminishes our humanity? KJ explains why the Church’s concerns are not a rejection of AI, but an invitation to consider ...

2. 

   26 Aug 2026

   SBLOCs Explained: How Wealthy Investors Borrow Without Selling Stocks | Michael Acosta

   Michael Acosta joins Ben to explore an often-overlooked financial planning strategy: using a securities-backed line of credit (SBLOC) to unlock the value of a taxable brokerage account without selling appreciated investments. Together they explain how these lending arrangements work, when they may be appropriate, and how they compare to alternatives like home equity lines of credit, 401(k) loans, and cash value life insurance. The conversation covers the benefits of avoiding capital gains tax...

3. 

   29 Jul 2026

   Financial Planning Is More Than a Job—It’s a Vocation | Daniel Campos

   Host Ben interviews Catholic CFP® Practitioner Daniel Campos about how faith and spiritual practices inform his financial planning vocation.

Who has been a guest on Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners

Names identified in recent episode analyses. Showing up to five guests.

• Daniel Campos
• Matthew Bearth
• Leyder “Aiden” Murillo
• Aiden Murillo
• Kenny Senour

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

8 ratings

Spotify

4.8 / 5

12 ratings

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

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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• 

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