x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

38:25

Which common myths surrounding Medicaid are untrue

The Money and Meaning Show ·

2020/12/10

Have you found yourself confused with the complexity and ever-changing state and federal regulations related to planning around Medicaid, eldercare, long-term care, or Veteran's Aid & Attendance? Join Jeff and Mike as they welcome elder law attorney, Dan Munster, who has been practicing law in Georgia for 27 years. Dan tries to simplify the eligibility rules surrounding these complex issues and debunk some of the myths about Medicaid.

en

37:05

What Does a Mortgage Loan Officer Think About Debt...

The Money and Meaning Show ·

2020/11/13

With rates at historic lows, many are wondering if they should consider refinancing or buying a home. Join Jeff and Mike as they welcome Ed Wheeler, a seasoned mortgage loan officer, to discuss the history of the mortgage industry, how to compare rates, costs, and terms, and if now is a good time to refinance. If you're interested in reading more about this topic, consider revisiting Jeff's July blog post Don't Waste the Crisis: Should You Refinance Your Mortgage?

en

22:44

Why Politics and Investing Don't Mix

The Money and Meaning Show ·

2020/10/14

"If you mix politics and investing you're making a big mistake." -Warren Buffett There's a lot of NOISE around the election this year. With all that's going on this year, Jeff still remains a rational optimist. Listen in to hear why as Jeff and Mike discuss the election and the markets while addressing frequently asked questions from clients.

en

34:25

Why Risk Management should be a part of a Holistic...

The Money and Meaning Show ·

2020/09/15

A Risk Management Plan can free you to enjoy your journey by feeling confident that you protected your income, assets and loved ones from possible future risks. We insure against things that can go wrong so that we have the luxury to invest for things that we hope "go right”. Depending on your age and career status, your future income may be your largest asset which should be protected. Join Jeff and Mike as they discuss income protection planning with Tyler Smith, a specialist in designing

en

39:46

Everything I Learned About Investing I Learned in Court

The Money and Meaning Show ·

2020/08/12

What can we learn from investors who have had bad experiences working with an advisor? Jeff and Mike are joined by Robert C. Port, an Atlanta litigation attorney, who will share what he has learned while representing clients in matters related to investment advice. They discuss an unlikely collaboration, the benefits of a fiduciary relationship, and an investment philosophy that evolved from experiences in court.

en

36:01

Investment Update for Midyear 2020

The Money and Meaning Show ·

2020/07/21

Is it different this time? Unprecedented, historical, tumultuous, and chaotic are all words that could describe what’s happened to the stock market and investment universe in 2020. And we’re only halfway through the year! Jeff and Mike discuss what is shaping the investment landscape today and whether today’s unusual situation actually does make this stock market different than before.

en

41:51

Navigating the complexities of Medicare with special...

The Money and Meaning Show ·

2020/06/16

If you or someone you care about is turning 65, listen in! Even with closures due to COVID, deadlines still exist for Medicare enrollment. Join Jeff as he welcomes special guest, Melinda Caughill, to answer many questions related to the ins and outs of Medicare and what has and has not changed in the Medicare landscape. Melinda is a Medicare expert and co-founder of 65 Incorporated and i65 Medicare guidance software.

en

40:38

How to Reclaim Your Time and Live a Happier Life with...

The Money and Meaning Show ·

2020/05/26

Do you have Time Poverty? If so, you're not alone. Our society and our minds conspire against us when it comes to time and happiness. Join Jeff as he welcomes Dr. Ashley Whillans, associate professor at Harvard University, where they discuss her book Time Smart: How to Reclaim Your Time and Live a Happier Life.

en

28:54

Take the opportunity to carve out time for Deep Work

The Money and Meaning Show ·

2020/04/13

This podcast was recorded back in late February before the Coronavirus upset our world. While some of our comments about an April tax filing deadline are certainly no longer relevant, the value of taking time to “Go Deep” is still relevant. Maybe our current “shelter in place” lifestyle will afford us an opportunity to carve out time for less distractions and more focus.

en

22:52

The impact of the SECURE Act on your retirement savings

The Money and Meaning Show ·

2020/03/13

When the SECURE Act was signed into law last December, it delivered the most sweeping changes to retirement planning we’ve seen in decades—some of which will have major repercussions for years to come. On today’s episode of Money & Meaning, Jeff and Mike discuss the changes that impact pre-retirees and retirees the most (including the elimination of the “stretch” provision for IRAs) and share how to use the SECURE Act to your advantage to protect your retirement savings and support

en

36:16

Tax-advantaged gifting strategies—with special guests...

The Money and Meaning Show ·

2020/02/12

Giving is often fundamental for those traveling the path from success to significance. On today’s episode of Money & Meaning, Jeff and Mike welcome special guests Boyd Bailey and Rachel Watson of the non-profit National Christian Foundation to discuss tax-advantaged gifting strategies. Whether you are seeking a strategy to support your normal pattern of giving, or you are looking for new ways to support your personal generosity, vehicles like Donor-Advised Funds, Qualified Charitable Distributions,

en

22:59

A New Year’s buffet: Make 2020 your best year yet!

The Money and Meaning Show ·

2020/01/20

As we kick off the New Year, it’s a great time to get intentional about creating a meaningful future. On today’s episode of Money & Meaning, Jeff and Mike offer a buffet of insights and information to help you start the year out strong. Focusing on key goals that drive improvements across your life; operating from a place of humility and gratitude; and working with a coach that offers technical, operational, and relational excellence are at the forefront of this wealth management smorgasbord.

en

28:59

How and when to claim Social Security—with special...

The Money and Meaning Show ·

2019/12/12

One of the biggest financial decisions in your 60s is when and how to claim Social Security. Postponing your claim until age 70 can significantly increase your benefit amount, and yet more than half of eligible recipients file at age 62—decreasing their potential monthly income by as much as 57%. On today’s episode of Money & Meaning, Alicia Lipscomb (aka “The Social Security Lady”) sheds light on strategies to increase your lifetime benefits, as well as how to claim spousal benefits (even if you’re

en

21:50

End-of-Year Planning: What’s on your checklist?

The Money and Meaning Show ·

2019/11/14

By its nature, holistic wealth management encompasses a lengthy list of components. As year-end approaches, working through a carefully constructed checklist is one of the best ways to ensure every piece of your own financial puzzle is fully optimized. On today’s episode of Money & Meaning, Mike and Jeff walk through the most critical items on the list, what has to be tackled when, and how to manage time-sensitive tasks that must be completed by December 31.

en

30:52

Minds, Markets & Money—with special guest Dr. Daniel...

The Money and Meaning Show ·

2019/10/25

Does it surprise you to know that how an investor behaves can have a much greater impact on the success or failure of an investment strategy than an investment strategy itself? On today’s episode of Money & Meaning, psychologist, behavioral finance expert, and New York Times best-selling author Dr. Daniel Crosby discusses the psychological and biological factors that can thwart wise investment decisions, and why doing less is often better then doing more in the world of investing.

en

34:26

The Path to Purpose—with special guest Rick Thompson

The Money and Meaning Show ·

2019/09/16

Often, the path to building a meaningful second half of life is rooted in challenges from the past. On today’s episode of Money & Meaning, Rick Thompson, co-founder of Atlanta-based Champions Community Foundation, shares his own story of how parenting a child with mitochondrial disease inspired a public charity that empowers young adults with conditions such as cerebral palsy, spina bifida, muscular dystrophy, and physical injury to live independent, productive, and physically active lives.

en

33:49

The Power of Decisions: Moulaye Niang’s path from...

The Money and Meaning Show ·

2019/08/15

Every decision in our lives plays a role in dictating our future. In this special episode of Money & Meaning, Dimensional Fund Advisors’ Moulaya Niang shares how his own decisions and long-term outlook took him from his boyhood dreams of becoming a pro soccer player in Senegal, to becoming a star athlete at the University of Kansas, to helping investors and advisors build efficient portfolios.

en

25:21

The Experience Transformer: Turning every experience...

The Money and Meaning Show ·

2019/07/18

Things don’t always go as planned—in our lives or in our finances. The challenge is to take every experience, good or bad, to learn and move forward with greater confidence. In this episode of Money & Meaning, Jeff and Mike discuss what to do when things go awry and how to answer the question, “Where do I go from here?”

en

23:14

Getting rational: Lessons from Hans Rosling on how...

The Money and Meaning Show ·

2019/06/13

In his book Factfulness: Ten Reasons We're Wrong About the World--and Why Things Are Better Than You Think, Hans Rosling provides powerful insights into how knowing the facts (which are often far different from the headlines) can help us perceive the world more accurately. In this episode of Money & Meaning, Jeff and Mike discuss how this new perspective can make us all better investors.

en

33:41

Millennials and Money: Special guest Cam Marston...

The Money and Meaning Show ·

2019/05/14

Every generation views money differently. As a result, how we communicate with our kids and grandkids about our financial values can have a huge impact on the future--both theirs and our own. In this episode of Money & Meaning, Jeff and Mike welcome Cam Marston, President of Generational Insights, who shares his thoughts on helping the next generation achieve 'money & meaning' in the decades to come.

en

96 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...