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PODCAST

The Money and Meaning Show

moneyandmeaning

Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, and personal development to help you navigate your path to a purposeful retirement.

business investing

All Episodes

44:11

Unpacking Reverse Mortgages: Myths, Benefits, and...

The Money and Meaning Show ·

2024/08/23

In this episode of Money & Meaning, host Jeff Bernier speaks with Gabrielle Welter, a retirement solutions manager at Finance of America. They explore the topic of reverse mortgages, dispelling common myths and misconceptions. Gabrielle explains how these financial tools can provide stability and peace of mind for retirees, addressing key challenges like healthcare costs and market volatility. The discussion delves into the specifics of Home Equity Conversion Mortgages (HECMs), including their

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01:10:41

Evidence-Based Investing with Larry Swedroe

The Money and Meaning Show ·

2024/07/25

In this episode of Money & Meaning, host Jeff Bernier interviews Larry Swedroe, a renowned author and expert in evidence-based investing. They discuss Larry's journey and contributions to the financial industry, his approach to investment strategies, and the importance of diversifying portfolios. Larry shares insights on financial planning, the role of fixed income, and the benefits of alternative investments. This episode offers valuable advice for retirees and those seeking a robust investment

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44:06

Finding Purpose Beyond Financial Success with Paul...

The Money and Meaning Show ·

2024/06/20

In this episode of Money & Meaning, host Jeff Bernier interviews Paul Ollinger, a former Facebook employee turned stand-up comedian and podcast host of Crazy Money. They discuss Paul's journey from the corporate world to comedy, exploring the themes of finding purpose and meaning beyond financial success. The episode offers valuable insights for mid-to-late career executives planning their next steps and navigating life's transitions.Topics covered: Transitioning from a corporate career to

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56:57

Navigating Longevity and Place Planning for a...

The Money and Meaning Show ·

2024/05/29

Join Host Jeff Bernier and Guest Ryan Frederick, founder of the Here movement, as they delve into the importance of place planning and healthy longevity. From personal journeys to proactive wealth management, this episode offers insights into living a fulfilling second half of life.Here is a movement to reshape how we live by helping people better understand the importance of place and by creating tools and frameworks for individuals to make more informed decisions about where to call

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52:50

In the Zone 🧘‍♂️ Harnessing Flow in Financial...

The Money and Meaning Show ·

2024/04/30

In this enlightening episode of The Money & Meaning Show, host Jeff Bernier teams up with Dr. Jordan Hutchison, a leading figure in wealth management and psychology, to explore the concept of flow in financial advising. Dr. Hutchison, who serves as Vice President of Technology and Operations at RFG Advisory and is an adjunct professor for Kaplan's College for Financial Planning, shares how integrating behavioral finance and positive psychology can amplify personal fulfillment through financial

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59:07

Mapping Joy 🗺️ A Conversation on Travel, Career, and...

The Money and Meaning Show ·

2024/03/26

Host Jeff Bernier and guest Rachael Levine, partner at Peltoma Capital Partners and creator of "Tripping Millennial," delve into the enriching power of experiences over material wealth.In this episode, you'll discover: Rachel's journey from seeking financial stability to embracing a life filled with travel and personal growth 🌐 The impact of an "adult gap year" on personal growth and happiness (Rachael's took her to over 36 countries!) 😊 How Rachael says we can experience the world more deeply

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55:22

Love, Trust, and Money 💑 Strategies for Financial...

The Money and Meaning Show ·

2024/02/15

Host Jeff Bernier welcomes guests Doug and Heather Boneparth to this episode!Doug and Heather delve into the key elements of fostering a healthy financial relationship between partners: 🤝 Connection: Start by initiating conversations about your money beliefs and behaviors, using resources like therapist-guided questionnaires to guide the discussion. 🗣️ Communication: Schedule dedicated times for distraction-free discussions, ensuring both partners have the space to express their thoughts and

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01:06:54

Investment Insights 🗣️ A Conversation with Ben Felix,...

The Money and Meaning Show ·

2024/01/29

Join host Jeff Bernier, President of TandemGrowth Financial Advisors, and guest Ben Felix, Portfolio Manager and Head of Research at PWL Capital, for an enlightening episode of The Money & Meaning Show. Ben Felix shares insights from renowned experts in academia and the financial industry, shedding light on the consensus that owning the market portfolio through low-cost index funds is an excellent starting point for most investors. The conversation also explores the nuances of differentiating

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28:55

The Year-End Positive Focus: Finding Optimism Amidst...

The Money and Meaning Show ·

2023/12/19

In this special year-end episode of The Money & Meaning Show, host Jeff Bernier delves into the theme of positivity and optimism. Despite the challenges and negativity that often dominate the headlines and social media, Jeff presents a data-driven perspective on the progress humanity has made in various aspects of life. Drawing from historical and contemporary data, he shares insights on economic growth, poverty reduction, increased life expectancy, and more. Jeff encourages

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50:00

Year-End Tune-Up 🔧 Financial Checklist Ideas for...

The Money and Meaning Show ·

2023/11/20

Join host Jeff Bernier and special guest Wealth Advisor Mona Fahmy as they dive into the world of year-end financial planning and what it may entail at different life stages. Whether you're still advancing your career and focused on building wealth or navigating retirement, this episode is packed with insights regarding items you might consider for an end of year financial checklist. Learn more about items to review at year end related to open enrollment, tax efficiency, healthcare, charitable

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41:06

Navigating the Wealth Management Landscape with Matt...

The Money and Meaning Show ·

2023/10/19

Host Jeff Bernier welcomes special guest Matt Reiner to explore a wide range of topics that are at the forefront of the financial advisory world: The curse of knowledge: Learn why it's crucial for leaders and growing entrepreneurs to balance their experience with a willingness to adapt and allow new ideas to flourish within their organizations. Unique challenges of family businesses: Matt shares his personal experiences and lessons learned from working in a family business. Finding a financial

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51:53

A Deep Dive into Investing: From Human Capital to AI...

The Money and Meaning Show ·

2023/09/19

Host Jeff Bernier, CFP®, ChFC, CFS welcomes guest Wes Crill, Senior Investment Director and Vice President, Dimensional Fund Advisors, to The Money & Meaning Show podcast! In this episode, Wes and Jeff dive deep into the world of investments! They cover a wide range of topics, including: 💰👩‍⚕️Understanding the difference between financial capital and human capital and how their impact and risk profile change throughout our lives 🌟 Exploring the fundamentals of factor investing, the

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42:13

Embracing an Investment Philosophy: Guiding Your...

The Money and Meaning Show ·

2023/08/22

In today's episode, President and Wealth Advisor Jeff Bernier, CFP®, ChFC, CFS delves into the world of investing and explores how a well-defined investment philosophy can be your guiding light through market turmoil and triumphs. 📈 From the Great Financial Crisis to the dominance of AI-driven stocks, we journey through changing financial landscapes over our investing lifetime. Uncovering the power of a solid investment strategy may help long-term investors stay the course. 🌐 Jeff discusses the

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35:53

From the Navy to Consultancy: Navigating Meaning and...

The Money and Meaning Show ·

2023/06/15

In today's episode, host Jeff Bernier, CFP®, ChFC, CFS welcomes special guest Bruce Johnsen, a former US Navy line officer, Vietnam veteran, and current management consultant to share his inspiring journey from the Navy to consultancy. Bruce reflects on his early days in the Navy and struggles he faced when retiring at the early age of 45. Bruce shares some interesting stories from many years of international work and goes on to offer the life lessons he has learned so far at 85 years young. Jeff

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38:37

Unlocking the Wisdom of the Dying: 8 Regrets of the...

The Money and Meaning Show ·

2023/05/11

Join host Jeff Bernier in a profound exploration alongside best-selling author Dr. Allen Hunt as they delve into the concept of living a life without regrets. Can it truly be accomplished? Drawing upon his moniker as the renowned "Fourth Quarter Guy" and a wealth of extensive research on aging, dying, and regrets, Dr. Hunt delves into the 8 common regrets that haunt the dying. From these findings, he unearths 5 fundamental keys that pave the way towards living and departing without regrets. No

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42:20

Build A Portfolio That Assumes the Market is ”Right”...

The Money and Meaning Show ·

2023/04/17

In the episode, host Jeff Bernier welcomes guest Cameron Passmore, CIM®, FMA, FCSI, Executive Chairman and Portfolio Manager at PWL Capital in Canada. Cameron shares his firm's strong belief in evidence-based investing and why they believe so strongly in the philosophy. Jeff and Cameron discuss the importance of an advisor's role in going deep with clients who often aren't thinking broadly enough or deeply enough when it comes to formulating goals. The episode concludes with the topic of portfolio

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36:32

Maximizing Social Security Benefits: Special guest...

The Money and Meaning Show ·

2023/03/10

Navigating Social Security can be tricky and confusing. That's why we invited special guest Alicia Lipscomb to The Money & Meaning Show to share her expertise on maximizing Social Security benefits. Alicia has been with the Social Security Administrator for over 22 years, and she will help you understand the ins-and-outs of Social Security so that you can make sure you are getting the most out of your benefits. In this podcast, she'll go over strategies to maximize payments, tips for spousal

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51:08

How to Achieve ”Funded Contentment” in Your Life with...

The Money and Meaning Show ·

2023/01/19

In today's episode, Jeff welcomes bestselling author and founder of Shaping Wealth Brian Portnoy, Ph.D., CFA to discuss the difference between being "rich" and being "wealthy". Brian is an expert at simplifying the complex world of money. In the episode, Brian touches on a concept from his book The Geometry of Wealth: How to shape a life of money and meaning, that the true meaning of wealth is "funded contentment", the ability to underwrite a meaningful life. As humans, we can get stuck on the

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44:19

How to Create Significance in Your Second Half with...

The Money and Meaning Show ·

2022/12/21

Are you in the middle or late stages of your career and struggling with "what's next"? In today's episode, host Jeff Bernier, CFP®, ChFC, CFS welcomes special guest Dick Gygi. Dick has an impressive resume having served as a President of a number of consumer products companies for over 40 years, most recently as the President of PlusMark, a subsidiary of American Greetings. But, what's more impressive is all that he has been able to accomplish since retiring in 2001. In the episode, Dick

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40:53

Why Should I Care About the Medicare Annual Election...

The Money and Meaning Show ·

2022/11/08

In 2022, during the period between October 15 and December 7, Medicare open enrollment, also known as the annual election period, occurs. The many Medicare options and decisions can often cause confusion among those approaching 65. In today's episode, host Jeff Bernier welcomes Chase Carey, concierge broker with Carey Benefits. Jeff and Chase discuss many of the common questions around Medicare enrollment and coverage. Listen in and check out Chase's free download Busy Executive Guide to Medicare -

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