Michael and Brady sit down with Daniel Catone, founder and CEO of Arimathea Investments, to explore how faith, purpose, and finances can coexist in powerful harmony. Together, they unpack the essence of values-based investing and how Catholic social teaching can serve as a moral compass for building wealth with integrity. Daniel shares his journey from secular finance to faith-driven leadership, revealing how true stewardship means aligning every dollar with divine purpose, without sacrificing performance. This conversation challenges listeners to rethink wealth, not as an end, but as a sacred responsibility to serve others and glorify God through intentional investing.

Key Timestamps:

(00:00) - Defining Values Based Investing

(10:00) - ESG vs Catholic Approach

(18:00) - Educating Clients Faithfully

(22:00) - Catholic Social Teaching Framework

(28:00) - Authenticity in Faith Finance

(33:00) - Advocacy and Ethical Engagement

(37:00) - Performance and Stewardship

(44:00) - Guidance for Catholic Families

(50:00) - Behavioral Finance and Faith

Key Topics Discussed:

Financial Fortitude, Genesis Wealth Planning, Brady Hemmerle, Michael Acosta, Financial Wellness, Wealth Building, Financial Psychology, Financial Advisor, Finance Coach, Student Loan Debt, Finance Guidance for High Earners, Business Owner Finances, Hiring a Financial Advisor, Student Loan Forgiveness, Tax Strategies, Retirement Planning, Investing Strategies, Financial Guidance for High Earners, Smart Money Moves for High-Income Professionals, Tax, Wealth & Investment Strategies for Top Earners, Financial Planning for Doctors, Lawyers & Execs, Wealth Management Tips for High-Income Earners, Expert Advice on Taxes, Investing & Growing Wealth, High Earner Money Talk, Financial Wisdom for 6-Figure+ Entrepreneurs, Smart Strategies for Managing High Income, Taxes & Freedom for High-Earning Professionals, The Dave Ramsey Show, BiggerPockets Podcast, The Motley Fool Money Show, We Study Billionaires, ChooseFI, Afford Anything, Values-Based Investing, Catholic Social Teaching, Faith-Driven Finance, Ethical Wealth Management, Arimathea Investments

Mentions:

Guest’s Website: https://www.arimatheainvesting.com/ 

Guest’s LinkedIn: https://www.linkedin.com/in/drcatone 

Website: https://www.genesiswealthplanning.com/

Michael’s LinkedIn: https://www.linkedin.com/in/michaelracosta/

Brady’s LinkedIn: https://www.linkedin.com/in/brady-hemmerle-cfp%C2%AE-75043013a/

Financial Health Checkup: https://www.livingbalancesheet.com/lbsVision/lite/michaelracosta

This podcast is for informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice.  Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Genesis Wealth Planning and opinions stated are their own.  Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. All investments and investment strategies contain risk and may lose value. 

Michael Acosta is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Genesis Wealth Planning is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License # 0M50974. 7237198.22. Expiration 11-27.