Listen, Listen. Love, Love. | Joe Petry

Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners

Joe Petry, a fellow member of the Catholic Financial Planners Network and founder of Mayfair Financial, shares his journey from economist to financial planner, motivated by his firsthand experience with retirement and ministry. In this episode, Joe emphasizes the importance of empathy, trust, and integrating faith into his work. From working with a refugee support initiative and the Kairos prison ministry to his time teaching economics at the university level, Joe brings a wealth of empathy and knowledge to his work. His experiences have deepened his understanding of compassion and the significance of treating others with dignity, which he applies to his role as a financial advisor, particularly in helping clients navigate the psychological and financial challenges of retirement. If you’re looking to learn how ministering and financial planning go hand in hand, this is the episode for you.
Key Takeaways:
• How Joe went from economist to financial planner.
• How Joe’s experience ministering to Afghan refugees informs his work as a financial planner.
• What is an ACTS Retreat?
• What it’s like to minister in the prison system.
• How God’s love can help us become better financial planners.
• Joe’s mantra, “Listen, listen. Love, love.”
Key Timestamps:
(00:00) – Joe's Background and Career Shift
(05:33) – The Role of a Trusted Financial Advisor
(08:52) – Joe's Ministry Work with Refugees
(16:18) – Integrating Faith and Financial Planning
(23:09) – Ego and God's Work
(24:51) – Kairos Prison Ministry
(25:41) – ACTS Retreats: A Path to Vulnerability
(30:36) – Connecting Ministry to Financial Advising
(34:05) – Transformative Experiences in Prison Ministry
(42:55) – Listen, Listen, Love, Love
Key Topics Discussed:
Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, Joe Petry, prison ministry, ACTS Retreat, refugees
Mentions:
Website: https://www.mayfair-financial.com/
Mentions: https://www.actsmissions.org/about/
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/