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 […]
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Home Calculator: Should You Rent or Buy? | Michael Acosta [PODCAST]
With 9 years in the finance industry, Michael Acosta returns to the show with some insights on homeownership. Michael is driven to work for his clients with the guidance of his tag line “Prepare, Perform, Prosper”. Questions discussed in this episode include: Should you pursue homeownership? Is a home a […]
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Is a Single Income Household Worth the Sacrifice? | Bryan Smalley [PODCAST]
Bryan Smalley is a Certified Financial Planner (CFP) with a BA from the University of Toledo and an MA from Bowling Green State University. With a focus on “taking the scary out of retirement planning”, Bryan helps his clients focus on all the joys of retirement. Living in New Jersey […]
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Praying with Your Planner | Lance Peters [PODCAST]
With over 30 years of experience as a financial planner, Lance is one of the most experienced people in the Catholic Financial Planners Network. Lance is the Founder and CEO of Nautical Star Financial, whose name echoes Lance’s time in the Navy. In this episode, Lance tells Ben how […]
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Webinar – Introducing: Catholic Financial Planners Network
CATHOLIC FINANCIAL PLANNERS – Register for our next webinar here: https://meet.zoho.com/mVG1hRwTuW Date and Time: Thursday, February 8, 2024 12:00 PM CST Join Andy Flattery, CFP® to learn about the network for dedicated financial advisors who practice the Catholic faith. The Catholic Financial Planners Network is a principled study group of […]
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Holistic Life Planning and Assembling a Board of Directors | Anthony Guzman [PODCAST]
Anthony specializes in holistic family planning with focus on early career and family, retirement transition, tax preparation, and real estate investing. Having always wanted to help as many people as possible, Anthony became a Certified Financial Planner (CFP) helping his clients with financial literacy – regardless of their wealth. In […]
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Is It Better for Moms to Stay at Home? | Deb Meyer [PODCAST]
Today, Deb Meyer, CFP®, CPA/PFS, CEPA, joins us to chat about women balancing motherhood with their professional careers. Throughout history, there has been a prevailing belief that women should primarily fulfill their roles within the household. Deb’s journey in being a mom and business owner has led her to address […]
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Learn THIS Before the Realities of Retirement Set In | Tyler Meyer [PODCAST]
Some small changes can make a big difference. Tens, if not hundreds of thousands of dollars, are at stake in getting that one decision right, like with social security. You really will impact your quality of life as these decisions start to compound. So, let’s get ahead of the decisions […]
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Raising Money Smart Kids | Robert Franer [PODCAST]
Raising Money Smart Kids | Robert Franer [PODCAST] You might have your kids saving up in piggy banks, but how do you get them ready to tackle money in the real world? Today’s guest, Robert Franer, has a ton of actionable advice when it comes to instilling the foundation money […]
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