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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

22:03

The true cost of ‘certainty’ when investing for the...

The Money and Meaning Show ·

2019/04/15

There are certain financial products that promise to bring safety to your retirement income strategy. But is it possible that this ‘cure’ may actually be the cause of the disease? In today’s episode of Money & Meaning, Jeff and Mike discuss the true cost of certainty, and how understanding what truly increases the risk of not having enough income in retirement can help you create a strategy that can deliver.

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20:26

Achieve life-long financial freedom by creating an...

The Money and Meaning Show ·

2019/03/15

However you choose to define “retirement,” financial freedom in your post-career years requires a rising income stream—one that not only lasts for the duration of your lifetime, but also outpaces the rate of inflation. In today’s episode of Money & Meaning, Jeff and Mike discuss the challenge of building an investment strategy that can grow your income once you’re no longer trading your own labor for a paycheck.

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35:18

Exploring your "Retirementality" with special guest...

The Money and Meaning Show ·

2019/02/15

What is your Retirementality? In today’s episode of Money & Meaning, Jeff and Mike welcome special guest Mitch Anthony, a pioneer in the financial life planning movement and author of The New Retirementality. Join us as Mitch shares his perspectives on the true definition of work, and how rethinking the “artificial finish line” of retirement can transform your life—no matter what your age today.

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31:13

Understanding the (wild and crazy) capital markets...

The Money and Meaning Show ·

2019/01/14

If the capital markets have you concerned, today’s episode of Money & Meaning can help. In this precursor to our January 24 investment review webinar, Jeff provides some perspective as he discusses the risks and opportunities ahead, the value of a sound investment strategy, and how investors can prepare heading into the New Year.

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35:38

Things that make you go "Hmmm" with special guest...

The Money and Meaning Show ·

2018/12/14

In this final episode of 2018, Jeff and Mike welcome David Hultstrom, co-founder and Chief Investment Officer of Financial Architects who shares his 4 rules for guaranteed financial success. From the obvious (start saving as early as possible) to the less intuitive (hedge as much risk as you reasonably can), his guidelines are great suggestions for balancing what you have with what you need—today and far into the future.

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23:21

Rethinking capital market assumptions to create an...

The Money and Meaning Show ·

2018/11/15

Are you using the right information to build your long-term investment portfolio? In today’s episode of Money & Meaning, Jeff discusses why it may be time to rethink traditional market assumptions, the reason ‘expected returns’ don’t always deliver expected outcomes, and why a ‘perfect’ portfolio isn’t always a perfect choice.

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34:38

If I died tonight: Planning for the financial impact...

The Money and Meaning Show ·

2018/10/23

It’s a topic no one likes to talk about, but careful planning is the best way to ensure that money is the very last thing your loved ones will need to worry about should you die or become disabled. In today’s episode of Money & Meaning, Jeff discusses the important role of life insurance in your holistic wealth management plan.

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26:29

The path to evidence-based investment planning

The Money and Meaning Show ·

2018/09/12

It’s said that true wisdom doesn’t have to be complicated, and yet for many of us, the path to wise investing is anything but a straight line. In today’s episode of Money & Meaning, Jeff sheds light on ways to streamline that path, and how evidence-based investing can help you reach your long-term investment goals.

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19:32

Trust the process: Creating predictability in an...

The Money and Meaning Show ·

2018/08/14

No one likes surprises—especially when it comes to money. But in an unpredictable world, how can investors make wise choices to reach their life goals? In today’s episode of Money & Meaning, Jeff shares the importance of focusing on the things that matter and instilling rules, habits, and disciplines that lead to success.

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35:48

Creating a life of greater joy: Introducing Jeff...

The Money and Meaning Show ·

2018/07/25

Building a concrete vision of your end game is really the only way to create meaningful change in your life. In today’s episode of Money & Meaning, Jeff welcomes special guest Jeff Spadafora, a Christian life coach and author The Joy Model. Jeff shares his own path toward meaning and offers insights on how to build a life of greater joy.

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26:53

Fostering healthy investor behavior using an...

The Money and Meaning Show ·

2018/06/14

It’s often said that investors who fail to reach their goals do so not because of what their investments do, but what they do to their investments. In today’s episode of Money & Meaning, Jeff reveals how an evidence-based investment approach encourages healthier investor behavior and, ultimately, improves the potential for a rising income stream over time.

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23:08

Uncovering your unique abilities to create a...

The Money and Meaning Show ·

2018/05/17

Your unique abilities are found in places where passion, excellence, and the ability to serve others intersect. But recognizing that confluence when it happens is often easier said than done. In today’s episode of Money & Meaning, Jeff walks through processes and tools that can help you excavate and identify your greatest strengths.

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36:54

Tax-efficient charitable giving: Using “free bridges”...

The Money and Meaning Show ·

2018/04/18

For many people, charitable giving is vital to Money & Meaning. In today’s episode, Jeff shares how the new tax law’s “free bridges” can be used to preserve your capital resources and align your gifting strategy with your personal values.

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23:44

What are your great goals in life?

The Money and Meaning Show ·

2018/03/14

Great financial planning is much broader than investing alone. In today's episode of Money & Meaning, Jeff asks, "What are your great life goals?" and then shares how allocating your limited resources to support your goals can drive a better, more personalized financial plan.

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24:32

Putting First Things First: 4 Questions to Help You...

The Money and Meaning Show ·

2018/02/05

Understanding what truly matters most in our own lives is rarely as obvious as we’d like to think. In today’s episode of Money & Meaning, Jeff walks through the 4 key questions that can help ensure that the “things that matter most are never at the mercy of the things that matter least.”

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21:58

It’s a Wonderful Life: Jeff’s Journey & the...

The Money and Meaning Show ·

2018/01/21

Being authentic in life is critical to achieving your goals. Jeff shares how his personal experiences have led him to his current philosophy and why, after three decades as a financial planner, he believes that aligning your values and your resources should be every investor’s number-one goal.

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96 results

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