I have a deep and varied conversation with Devin Rose, a Catholic author, blogger, and software engineer. We dive into topics like writing books, moral guidance for Catholic investors, and the debate between Bitcoin and Ethereum. Devin shares his personal journey from militant atheism to Catholicism, his experiences with homesteading, and his insig…

We’re all going to pay taxes, but knowing how the system works can prepare us for retirement with a little more money in our savings accounts. Today’s guest, Charlie Horonzy, returns to discuss the ways we can use the tax code to our advantage. We discuss how tax planning is one of the most critical aspects of financial planning, how much better re…

In this Reformed Financial Advisor pod I talk with my friend Bryant Suellentrop, who shares his journey from from scratch to success in various businesses. Bryant reveals how he transitioned from a web design business to a profitable cleaning company and ultimately founded a recruiting agency, Elevate and Delegate. He discusses the advantages of vi…

The nature of the sin called usury has its proper place and origin in a mutuum contract. Jerod Frank, a financial advisor and recent Catholic convert, shares his personal journey of grappling with the concept of usury within the context of ethical and moral investing. We answer questions such as should there be limits to profits? Jerod delves into …

I dive into evolution of Michael Saylor alongside his company, MicroStrategy, illustrating Saylor's rise from humble beginnings, the establishment of MicroStrategy driven by his tech foresight, and the challenges he faced post an accounting scandal in 2000. I consider Saylor as a visionary who deftly navigates through adversities, embraces innovati…

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 that just makes sense. In this episode, Ben and Sarah discuss how helping peopl…

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 good investment? And is renting bad? All that…

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 with his wife and their 4 children, Bryan brings to this episode …

In this episode, I delve into optimizing life while leaving a meaningful legacy. I critique the "Die With Zero" concept, popularized by Bill Perkins and others. Perkins stresses intentional living by managing time, wealth, and health effectively, but at the expense of family wealth and legacy. I also explore the societal shift towards individualism…

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 he brings a Christian approach to financial planning - even praying…

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 this episod…

In this episode of The Reformed Financial Advisor podcast, I explore the topic of family wealth from a Catholic perspective. My guest is Dorian Antešić, a finance professional and Croatia's Catholic bitcoiner. We discuss his graduate school thesis on family wealth, Bitcoin, how Tucker Carlson said inheritance is a huge problem, a Benedictine monast…

Phil joins us from Foundation Wealth Planning in Salina, Kansas. He’s also a member of the Catholic Financial Planner Network, integrating his faith with his financial practice. With 8 years experience at a large financial firm, Phil left to start his own practice about 2 years ago. One of his major focuses has been to help families and businesses …

In today’s episode, we sit down with DMV rapper, Schlish. Not only has this artist had major features with No Savage and Baby Jamo, but has also had many amazing solo songs and projects. Tune in to hear our questions for him and what he has to say. Support the showBy Cam, James, and Chase

In this episode, we explore the challenging and rewarding journey of Kevin Reardon, a seasoned financial advisor who started his career in 1992. Through the highs and lows of his career, Kevin opens up about the hardships he faced during the early 2000s and how having faith, persevering through difficulties, and focusing on service can help navigat…

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 certain concerns within the Cat…

Today, we talk about Oxon Hill High School’s recent football matchups. Though they suffered two losses, this gritty team still has many more games to play. Support the showBy Cam, James, and Chase

In today’s episode, we talk about Riverdale Baptist School’s recent football matchups. This team losing to Bishop McNamara week two had an excellent game against Calvert Hall in week 3. Tune in now to hear our thoughts. Support the showBy Cam, James, and Chase

I have a wonderful conversation with fellow Financial Advisor, Isaiah Douglass. We discuss: Building online Joining Swan Private Client Andy hates soccer/Isaiah likes soccer COVID breaking our brains How FAs simp for inflation Bitcoin and the american dream Episode page: www.simplewealthkc.com/post/the-freedom-to-have-an-opinion-isaiah-douglass Get…

I get into a wide ranging discussion with self-described techbro, Pablo Peniche. We discuss: Dropping out of college 3 times A vision for how Catholic monasteries could adopt bitcoin Obsessing over great cultures of the past without larping Peter Thiel's progress & decline thesis Gatsby, Elon, and fostering better elites The Sovereign Collective > …

Everyday, we make decisions. Some small, some big, and some that can even change the course of our lives and others' lives around us. In today’s episode, we talk about these decisions and how to make the right one. Support the showBy Cam, James, and Chase

We all have been afraid at least once in our lives. This fear has either controlled us or has made us stronger. In today’s episode, we talk about fear and how to truly conquer it. Support the showBy Cam, James, and Chase

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 that’ll most drastically affect our retirement. Today, Tyler’s g…

I have a conversation with Mike Marion about the anti-war movement and the great Ron Paul, before we shift into a celebration of recording artist John Mayer. Mayer is one of the essential artists of the last 20 years, comparable to my muse, Jack White, and someone we can learn from too. Episode page - www.simplewealthkc.com/post/john-mayer-is-proba…

We all have limits. Do you know what yours are ? Will you stop when they are reached ? Do you have the power to exceed your limits? Join us in today’s episode as we discuss these topics and our own experiences. Support the showBy Cam, James, and Chase

In today’s episode, we bring in Makayla and Jayla to talk about stereotypes. What exactly are they ? What are the different types and how can we avoid them ? Tune in to hear our thoughts! Support the showBy Cam, James, and Chase

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 skills your kids need to master. Of course, parenting looks different for everyone, but this episode will have you thinking …

On today’s episode, we sit down with Point Guard Bre’anna Ortega. She hails out of New Port Richey, Florida and has scored 2,000 points in her high school career. Join us to hear more about this young women’s future and what it took to get there. Support the showBy Cam, James, and Chase

My descent into bitcoin madness happened gradually, then suddenly. I comment on the books that I read on my way from agnostic to bitcoin maximalist. Books discussed: The Church and the Market - A Catholic Defense of the Free Economy - Thomas E Woods Jr. You Can Be a Stock Market Genius - Joel Greenblatt The Driver - Garet Garrett The Bitcoin Standa…

Three sisters talking about basketball and their current lifestyle. Bria White is a former high school standout basketball player at Chevy Chase High School and a former college basketball player at the University of Maryland Baltimore County (UMBC). Bailee and Bianca White were standout players at Archbishop Carroll High School and recently gradua…

We humans are social creatures but being alone is just important. On this episode, we dive into the practice of being ok with being by yourself. Support the showBy Cam, James, and Chase

Everyone has potential, but how many people actually use it ? How can you use it ? An why should you use it ? Join us for a very special episode where we answer all these questions and help you unlock your potential. Support the showBy Cam, James, and Chase

The Denver Nuggets for the first time in their history take home a Championship trophy. Here are thoughts on this historic victory and what the NBA might look like next year. Support the showBy Cam, James, and Chase

Ben Martinek and Charlie Horonzy talk about how to bring prayer into your finances, the insecurity that's associated with it, and the specific methods that they use. Amidst uncertainty, prayer plays a crucial role in helping us stay grounded, seek guidance and find the strength to fulfill our responsibilities. "I think God wants us to be saints.. a…

Warren Buffett says to read 500 pages a week. Yet The Atlantic recently reported that kids aren't "following in love with reading" anymore... what gives? Brian O'Leary joins me to launch a sermon on the value of reading right now and then we launch into our list. Books discussed: The Crusades - Thomas Asbridge Capone The Franco Regime - Stanley Pay…

The music scene in the past few decades has only grown bigger and bigger. However what does this mean for older styles of rap? Will lyricism die out in the next few years ? Who will rule the industry once the big three Drake J.Cole and Kendrick Lamar are gone ? Tune in to here our thoughts on these questions and more Support the show…

Friends, everyone has them. You might have close friends, a girlfriend, a boyfriend, or even best friends. Join us as we discuss these connections and our thoughts on how you can find and maintain these relationships. Support the showBy Cam, James, and Chase

After a long series against the Celtics the Heat get defeated by the Nuggets in game 1. What could the Heat have done differently that night ? What needs to happen in Game 2 for the Heat ? Who will take home the Larry O'Brien Championship Trophy ? Listen now to hear what we have to say about these questions. Support the show…

Ben Martinek and Andy Flattery delve into generational wealth, family dynamics and inheritance, and the inferred responsibility of those who have wealth to act with generosity toward those who are less privileged. The discussion unravels the power dynamics that shape society. Explore the contrasting responses, from the trad Catholic movement to Cat…

Andy Flattery does a solo mixtape episode commenting on the Coen Brothers' "Hail, Caesar!," the craftsmanship of Tally Ho Yacht restoration project, and Fr. Paul Scalia's lecture on leisure, the basis of culture. In making these connections he attempts to unpack the tension between workaholism, the dignity of work, diligence, and sloth. Episode pag…

Trey Sellers of Unchained and Andy Flattery discuss how bitcoin relates to the Financial Independence Retire Early (FIRE) movement. Bitcoin allows individuals to hold their wealth in money itself rather than subpar assets like real estate, stocks, bonds, or gold. Sellers explains that the demonetization of assets occurs when traditional money loses…

Ben Martinek and Joe Ibarra discuss how building wealth is tangential to growing in virtue. Most people wouldn’t consider building wealth as an opportunity to refine the virtues of patience, discipline and generosity. In this episode, Joe Ibarra deliberates how the journey to generating wealth comes with a testament of these skills. Joe graduated f…

Andy Flattery & Prince Filip Karađorđević discuss the history of his storied family dynasty, dating back over two centuries, life as a royal in exile, and the promise that he sees in the Serbian people today. Filip explains why he supports bitcoin and the hope he has in leaving a family legacy for his son. Guest: HRH Prince Filip, Hereditary Prince…

Ben Martinek and Tyler Hackenberg provide an insightful discussion on how Catholic social teaching can be integrated into financial planning and decision-making. We hear the story of Tyler Hackenberg, a former Westminster Theological Seminary student who is now a Catholic financial advisor located in the greater Philadelphia area. Tyler's journey t…

Let's talk about real life boiler room stories with Wall Street veteran Chris Rossi. Show notes: https://simplewealthkc.com/confessions-of-a-stockbroker--chris-rossi-podcast/ Get the essential list of The Reformed Financial Advisor episodes Follow Andy Flattery on Twitter Send an email to andy@simplewealthkc.com Andy Flattery is the Owner of Simple…

Ben Martinek and Michael Acosta discuss goal setting in 2023. "I love goal setting. I have to say, when I first got started setting goals, it's kinda like, uh, do I really need to do this? Is it necessary? And I have to say, after being in business for many years and working with clients for many years, yes! Goal setting is important. At the end of…

I used to work with a regular joe who accumulated and held the same stock for decades, amassing a small fortune. His crutch- no brokerage accounts. Instead, he kept the stock certificates secured in safety deposit boxes.. Cold storage! In this episode, I unpack Chris Mayer's modern classic "100 Baggers" and consider bitcoin in light of the book's p…

In the final episode of 2022, I unveil the most downloaded episodes of The Reformed Financial Advisor this year, read the BOOSTS, share my favorite podcasts, and shill a few book, youtube, and music recommendations. Merry Christmas & Happy New Year! Twitter thread on the most downloaded episodes of 2022: https://twitter.com/andyflattery/status/1609…

Ben Martinek and Joe Ibarra host Trent Horn – Apologist for Catholic Answers and host of The Counsel of Trent podcast – to discuss money principals regarding retirement as a Catholic, Trent’s recent debate with New Polity’s Jacob Imam on Pints with Aquinas, everyday money habits, as well as how Trent got into the world of Catholic apologetics. This…

Financial Advisors gather to discuss the intersection of bitcoin and financial advice. In this episode of The Reformed Financial Advisor, I chat with Morgen Rochard & Jim Crider on all things orange pilled and the RIA world: - The dead end of "trying to make money on bitcoin" - What is going well regarding tools and the regulatory environment - Wha…