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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

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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38:42

How Should I Prepare for Open Enrollment? with...

The Money and Meaning Show ·

2022/10/26

Jeff Bernier, CFP®, ChFC, CFS welcomes BIS Benefits, a Georgia company serving businesses for over 24 years to help develop benefit plans, President Ray Bachman and Account Manager John Schmidt. Ray and John share what you should think about as you choose options and choose how to fund them during open enrollment. In addition, they talk about costly mistakes they've seen made and how you can prevent them (reviewing beneficiary designations, long-term disability coverage for high-earners, making sure

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30:16

Are you ready for the ”Big Four” transitions of aging?

The Money and Meaning Show ·

2022/09/01

In today's episode, host Jeff Bernier, CFP®, ChFC, CFS is joined by Carolyn McClanahan, M.D., CFP® to discuss a sometimes difficult topic: preparing financially, emotionally, and physically for aging. Carolyn's unique background offers her a different perspective. Carolyn began her career as a physician but later made a career change when she and her husband were unable to find a financial planner to provide them the advice and guidance needed to create a great life. Carolyn and Jeff dive into the

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39:12

”Hey Alexa, is the 60/40 portfolio dead?”

The Money and Meaning Show ·

2022/08/03

In today's episode, Jeff discusses a potpourri of topics related to bonds and the current market environment: the role of bonds in portfolios possibility of higher correlations between stocks and bonds shares views on a currently popular question: Is the 60/40 portfolio dead? With so many articles out there about these topics, Jeff tries to simplify and summarize for listeners and provides his takeaways.

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43:02

Why is Cyber Crime on the Rise and How Can You...

The Money and Meaning Show ·

2022/07/07

Host Jeff Bernier, CFP®, ChFC, CFS welcomes guest Steven Ryder, President and Founder of True North Networks, LLC, a firm providing IT Support such as technical help-desk support, computer support, and consulting to small and medium-sized businesses since 2002. In the episode, Steve simplifies some of the terms often heard in the news related to cyber security. He shares specific tips and tricks he recommends and uses himself to better protect yourself and your technology among these rising cyber

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33:28

What Can You Do to Maintain Perspective Amid Volatile...

The Money and Meaning Show ·

2022/05/25

In today's episode, host Jeff Bernier, CFP®, ChFC, CFS focuses on providing perspective during these uneasy times of inflation, rising rates, and volatility. Over a lifetime of investing, it is his belief that investor behavior is the dominant determinant in the long-term success or failure of an investment strategy. Jeff shares his thoughts and other academics' expertise in the episode to guide listeners in how to invest rationally and not emotionally by reiterating the importance of a financial

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36:04

Special Needs Planning: Navigating the public...

The Money and Meaning Show ·

2022/05/02

For parents and grandparents of children with a disability, planning for their needs can often be frustrating and overwhelming. On today's episode, Jeff welcomes special guests attorneys Heather Nadler and Laura Akins Smith from Nadler Biernath LLC Special Needs and Elder Law. Under the umbrella of estate planning falls a specialty called special needs planning. Heather and Laura talk through some of the complexities of long-term planning for children who have special needs. They explain some

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40:57

What Can a Financial Planner Do For You? with Special...

The Money and Meaning Show ·

2022/03/30

Some believe the feeling of financial confidence or the benefits of a financial planner can only apply to the later phases of life. In today's episode, Jeff welcomes Wealth Advisor Mona Fahmy, MBA, CFS, AIF® to the show. Mona discusses the process of engaging a financial planner, what to expect, and common financial struggles she sees. They touch on the many ways a financial advisor can help a person in all stages of life but specifically those in their 40s who are feeling strained in balancing a

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43:13

Evolution of Investment Management: Go Where the...

The Money and Meaning Show ·

2022/03/01

Join Jeff Bernier as he welcomes special guest, Chief Investment Officer of Avantis Investors®, Eduardo Repetto, Ph.D. to the show! As Chief Investment Officer, Eduardo is responsible for directing the research, design and implementation of Avantis Investors® investment strategies, providing oversight of the investment team and the firm's marketing initiatives, and interacting with clients. In today's episode, Jeff and Eduardo discuss the evolution of investment management including some

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36:55

What is an estate plan and do you need one?

The Money and Meaning Show ·

2022/01/26

When it comes to estate planning, many feel overwhelmed or wonder if they need a plan. In this month's episode, Jeff welcomes Estate Planning Attorney Tony Turner to summarize the three to four legal documents everyone should have in place. They discuss why each of these documents is so important as well as give suggestions for how you can reduce your taxable estate during your life. Tony shares the common mistakes he sees people make when it comes to estate planning and recent changes to the law

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27:50

Welcome to Flight 2022! Are you prepared to take off...

The Money and Meaning Show ·

2021/12/07

For pilots, the pre-flight checklist is 100% mandatory. To be sure everything is in working order before takeoff, pilot and co-pilot work through a checklist verifying each step has been completed. From a financial perspective, a detailed pre-flight checklist is just as important. Listen in as Jeff details 5 key items you should check and crosscheck before takeoff on December 31! To view in video format with visual exhibits: bit.ly/3oyf22I

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36:18

How to become more empowered and rational as an...

The Money and Meaning Show ·

2021/11/11

“Humans are wired to act; markets tend to reward inaction.” ― Daniel Crosby, The Behavioral Investor On today's episode of Money & Meaning, psychologist, behavioral finance expert, and New York Times best-selling author Dr. Daniel Crosby joins Jeff again to discuss the four consistent types of behavioral risk (ego, emotion, conservatism, and attention) and how they impact investment decision-making. He points to goals-based investing as one way to bring about positive behavior. Listen in to Jeff

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29:14

Why Do You Need An Investment Philosophy?

The Money and Meaning Show ·

2021/10/14

"The important thing about an investment philosophy is that you have one you can stick with." David Booth, Co-Founder, Dimensional Fund Advisors What is an investment philosophy and why does it matter? In this month's episode, Jeff tackles the fundamentals of a solid investment philosophy: faith in the capital markets, patience, and a disciplined approach. He shares practical considerations to develop your own investing process using the 6 pillars of TandemGrowth's investment philosophy. Click

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16:42

Purpose-Driven Burnout: Who Needs a Day Off When...

The Money and Meaning Show ·

2021/09/08

It has been said "if you do what you love, you'll never work a day in your life." In this month's episode, Jeff discusses how this advice is not always true - how passion can become a double-edged sword. As he works with clients to uncover what matters most to them, it's important to recognize if passion has led to burnout. Are you feeling the signs of burnout? Listen in to the episode to find out why certain sectors, more specifically purpose-driven work, put employees at increased risk of burnout,

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24:45

Evidence-Based Investing: What Is It?

The Money and Meaning Show ·

2021/07/15

Join Jeff he as welcomes back special guest Jake DeKinder, CFA, Head of Client Communication with Dimensional Fund Advisors. They provide a primer on the concept of "evidence-based investing" and discuss how Dimensional evolves and constantly tests its own assumptions as many wonder "is the world different now?". What are Dimensional's views on potential tax increases, ETFs vs mutual funds, asset allocation, and implementation?

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24:42

3 Top Questions from Investors Answered

The Money and Meaning Show ·

2021/06/15

Is it time to panic about inflation? In this low yield, rising rate environment, should I even own bonds? As a long-term investor, should I invest in cryptocurrency? As we enter the halfway point of 2021, TandemGrowth recognizes three themes in recent investor questions: inflation, interest rates, and crypto. Join Jeff as he welcomes special guest Jake DeKinder, CFA, Head of Client Communication with Dimensional Fund Advisors. Jake touches on how they address these topics with their investors as

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38:21

What You Need to Know About Recent Tax Changes and...

The Money and Meaning Show ·

2021/05/14

Join Jeff as he welcomes special guest Kevin Korhorn, CFP®, ChFC, AIF®, owner of Korhorn Financial Group, Inc., to explain the some of the recent changes related to the tax code. How could these changes impact your financial plan? Kevin and Jeff will share specific techniques and strategies they suggest as financial planners to their clients. Kevin argues that now more than ever working with a holistic financial planner is crucial as it relates to understanding your personal financial circumstances,

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22:20

A Hero's Journey: Do you have what it takes to RETIRE?

The Money and Meaning Show ·

2021/04/14

How do I retire? When can I retire? What do I want to do in retirement? Could lower expected returns or a potential bear market impact my ability to retire? Could I outlive my money? If these are questions you've recently been asking yourself, you may just be our "hero". In this month's episode, Jeff takes us on a journey of a hero, a mid- to late-career executive, using the universal elements of storytelling from Joseph Campbell and Donald Miller. Will our hero find a guide to develop a plan for

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99 results

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