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Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Catholic Financial Planners Network
58 episodes
2 weeks 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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How to Become a Financial Adviser | Bryan Smalley, Lance Peters, Charlie Horonzy
Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
41 minutes
1 year ago
How to Become a Financial Adviser | Bryan Smalley, Lance Peters, Charlie Horonzy
Ben, along with advisors Bryan Smalley, Lance Peters, and Charlie Horonzy, provide valuable insights into the world of financial advising. The discussion covers the daily life of financial advisors, the industry’s various channels, client types, regulatory bodies, and the significant personal satisfaction derived from serving clients. They also explore the diverse paths to entering the financial services industry, including education, networking, and certifications. Inspirational pointers on ...
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...