))
Avoiding Society’s Money Traps | Deb Meyer & Kevin Reardon
Manage episode 462391113 series 2864079
内容由Catholic Financial Planners Network提供。所有播客内容（包括剧集、图形和播客描述）均由 Catholic Financial Planners Network 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Today, I’m joined by Kevin Reardon and Deb Meyer to discuss how emotions, societal pressures, and behaviors shape our financial decision-making, especially as Catholics. We explore how fear, greed, and herd mentality can lead to poor financial choices and stress the importance of discipline, diversification, and aligning our actions with core values and faith. Drawing from personal stories, we emphasize the value of creating a clear, personalized financial plan to resist consumer-driven urges and external expectations, like "keeping up with the Joneses." As financial advisors, we see our role as fostering accountability, promoting long-term financial health, and helping clients strike a balance between enjoying life now and securing their future—all while trusting in God’s providence to guide the journey.
Key Takeaways:
• Asking “Where is God in my financial planning?”
• How to avoid get-rich-quick schemes.
• Consideration of how different emotions may play into your financial plans.
• How to choose your influences and avoid “keeping up with the Joneses.”
• What values you should outline for your finances and how to include faith.
Key Timestamps:
(00:00) - Emotional Influences on Financial Decisions
(02:44) - Fear and Greed in Financial Planning
(06:35) - Personal Stories of Financial Mistakes
(12:07) - Marketing and Peer Influences
(22:05) - The Importance of Having a Financial Plan
(29:26) - Accountability and Support in Financial Planning
(35:21) - Conclusion and Contact Information
Key Topics Discussed:
Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, Deb Meyer, Kevin Reardon, consumption, get rich quick, keeping up with the Joneses
Mentions:
Deb’s Website: https://www.worthynest.com/
Kevin’s Website: https://www.shakespearewm.com/
More of Catholic Money Mastermind:
Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.
Are you looking to hire an advisor? Browse our members.
https://catholicfinancialplanners.com/members/
Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email info@catholicfinancialplanners.com
49集单集
分享
