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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
60 episodes
2 weeks ago
Today, Ben is joined by Michael O’Rourke—Apex-based financial advisor, RICP®, and former environmental engineer—for a rich and human-centered conversation about what it really takes to transition from earning a paycheck to generating reliable retirement income. Drawing on years of advising and his work with the Retirement Income Style Awareness (RISA) framework, Michael shares how differences in temperament, risk tolerance, and even marital dynamics shape the way people experience retirement....
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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 Michael O’Rourke—Apex-based financial advisor, RICP®, and former environmental engineer—for a rich and human-centered conversation about what it really takes to transition from earning a paycheck to generating reliable retirement income. Drawing on years of advising and his work with the Retirement Income Style Awareness (RISA) framework, Michael shares how differences in temperament, risk tolerance, and even marital dynamics shape the way people experience retirement....
Show more...
Investing
Religion & Spirituality,
Business,
Christianity
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How Much is Enough? | Brian Wayne
Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
41 minutes
1 year ago
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...
Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Today, Ben is joined by Michael O’Rourke—Apex-based financial advisor, RICP®, and former environmental engineer—for a rich and human-centered conversation about what it really takes to transition from earning a paycheck to generating reliable retirement income. Drawing on years of advising and his work with the Retirement Income Style Awareness (RISA) framework, Michael shares how differences in temperament, risk tolerance, and even marital dynamics shape the way people experience retirement....