The Money and Meaning Show
By moneyandmeaning
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Category: Investing
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Subscribers: 4
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Episodes: 92
Description
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.
| Episode | Date |
|---|---|
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Perspectives: Balancing Economic Concern with Rational Optimism
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Aug 19, 2025 |
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Funded Contentment and the Science of Better Financial Decisions with Neil Bage
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Jul 22, 2025 |
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June Perspectives: Rethinking Retirement in a Longevity Economy
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Jul 02, 2025 |
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Building Resilient Portfolios and Reducing Risk with Larry Swedroe
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Jun 02, 2025 |
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May Perspectives: 3 Mindset Shifts for Navigating Long-Term Investing
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May 14, 2025 |
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From Wall Street to Meaning: Rubin Miller on Investing, Education, and Purpose
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Apr 30, 2025 |
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Think Bigger Than the Headlines: Long-Term Investing Perspective
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Apr 10, 2025 |
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Answering the Call: Embracing Life’s Transitions with Ben Katt
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Mar 21, 2025 |
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Perspectives: Weathering the Storm — Smart Strategies for Uncertain Markets
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Mar 05, 2025 |
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Rethinking Portfolio Diversification with Phil Huber
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Mar 04, 2025 |
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February Perspectives
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Feb 15, 2025 |
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Understanding Risk Management with Hunter Ewing
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Jan 16, 2025 |
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Aligning Wealth with Purpose: Dr. Daniel Crosby on “The Soul of Wealth”
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Dec 18, 2024 |
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Navigating Midlife Transitions and Financial Empowerment with Sherry Finkel Murphy
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Nov 13, 2024 |
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Elections and Markets 🗳️ with Apollo Lupescu, Vice President of Dimensional Fund Advisors
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Oct 14, 2024 |
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Financial Wellness and Purpose with James Grace
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Sep 30, 2024 |
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Unpacking Reverse Mortgages: Myths, Benefits, and Strategic Uses with Gabrielle Welter
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Aug 23, 2024 |
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Evidence-Based Investing with Larry Swedroe
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Jul 25, 2024 |
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Finding Purpose Beyond Financial Success with Paul Ollinger
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Jun 20, 2024 |
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Navigating Longevity and Place Planning for a Fulfilling Second Half 📌 with Guest Ryan Frederick
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May 29, 2024 |
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In the Zone 🧘♂️ Harnessing Flow in Financial Advising with Dr. Jordan Hutchison
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Apr 30, 2024 |
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Mapping Joy 🗺️ A Conversation on Travel, Career, and Embracing Life with Guest Rachael Levine
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Mar 26, 2024 |
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Love, Trust, and Money 💑 Strategies for Financial Harmony with guests Doug and Heather Boneparth
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Feb 15, 2024 |
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Investment Insights 🗣️ A Conversation with Ben Felix, Co-Host the Rational Reminder Podcast
|
Jan 29, 2024 |
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The Year-End Positive Focus: Finding Optimism Amidst Challenges
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Dec 19, 2023 |
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Year-End Tune-Up 🔧 Financial Checklist Ideas for Different Life Stages with guest Mona Fahmy
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Nov 20, 2023 |
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Navigating the Wealth Management Landscape with Matt Reiner: From Family Business Dynamics to AI and Creative Space
|
Oct 19, 2023 |
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A Deep Dive into Investing: From Human Capital to AI with Wes Crill of Dimensional Fund Advisors
|
Sep 19, 2023 |
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Embracing an Investment Philosophy: Guiding Your Journey with Rationality and Resilience
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Aug 22, 2023 |
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From the Navy to Consultancy: Navigating Meaning and Success in your Second Act with guest Bruce Johnsen
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Jun 15, 2023 |
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Unlocking the Wisdom of the Dying: 8 Regrets of the Dying and 5 Keys to Living and Dying Regret-Free with Dr. Allen Hunt
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May 11, 2023 |
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Build A Portfolio That Assumes the Market is ”Right” with guest PWL Capital’s Cameron Passmore
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Apr 17, 2023 |
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Maximizing Social Security Benefits: Special guest Alicia Lipscomb shares her expertise to help navigate the program
|
Mar 10, 2023 |
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How to Achieve ”Funded Contentment” in Your Life with guest Brian Portnoy
|
Jan 19, 2023 |
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How to Create Significance in Your Second Half with guest Dick Gygi, Founding Partner of FUEL
|
Dec 21, 2022 |
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Why Should I Care About the Medicare Annual Election Period? with Special Guest Chase Carey
|
Nov 08, 2022 |
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How Should I Prepare for Open Enrollment? with Special Guests from BIS Benefits
|
Oct 26, 2022 |
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Are you ready for the ”Big Four” transitions of aging?
|
Sep 01, 2022 |
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”Hey Alexa, is the 60/40 portfolio dead?”
|
Aug 03, 2022 |
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Why is Cyber Crime on the Rise and How Can You Protect Yourself?
|
Jul 07, 2022 |
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What Can You Do to Maintain Perspective Amid Volatile Times?
|
May 25, 2022 |
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Special Needs Planning: Navigating the public benefits maze with special guests Nadler Biernath LLC
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May 02, 2022 |
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What Can a Financial Planner Do For You? with Special Guest Wealth Advisor Mona Fahmy, MBA, CFS, AIF®
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Mar 30, 2022 |
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Evolution of Investment Management: Go Where the Financial Science Leads? with guest Eduardo Repetto, Ph.D.
|
Mar 01, 2022 |
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What is an estate plan and do you need one?
|
Jan 26, 2022 |
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Welcome to Flight 2022! Are you prepared to take off into the New Year?
|
Dec 07, 2021 |
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How to become more empowered and rational as an investor--with special guest Dr. Daniel Crosby
|
Nov 11, 2021 |
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Why Do You Need An Investment Philosophy?
|
Oct 14, 2021 |
|
Purpose-Driven Burnout: Who Needs a Day Off When You‘re Not Really Working?
|
Sep 08, 2021 |
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Evidence-Based Investing: What Is It?
|
Jul 15, 2021 |
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3 Top Questions from Investors Answered
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Jun 15, 2021 |
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What You Need to Know About Recent Tax Changes and How Tax Planning Can Impact Your Financial Plan
|
May 14, 2021 |
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A Hero's Journey: Do you have what it takes to RETIRE?
|
Apr 14, 2021 |
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How to Create Meaning in Retirement
|
Mar 10, 2021 |
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Ever wonder what is discussed in Investment Committee meetings?
|
Feb 11, 2021 |
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Have you found yourself overwhelmed with the idea of GOALS?
|
Jan 12, 2021 |
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Which common myths surrounding Medicaid are untrue
|
Dec 10, 2020 |
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What Does a Mortgage Loan Officer Think About Debt and if Now is a Good Time to Refinance
|
Nov 13, 2020 |
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Why Politics and Investing Don't Mix
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Oct 14, 2020 |
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Why Risk Management should be a part of a Holistic Wealth Management Plan--with special guest Tyler Smith, a specialist in income protection
|
Sep 15, 2020 |
|
Everything I Learned About Investing I Learned in Court
|
Aug 12, 2020 |
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Investment Update for Midyear 2020
|
Jul 21, 2020 |
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Navigating the complexities of Medicare with special guest Melinda Caughill
|
Jun 16, 2020 |
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How to Reclaim Your Time and Live a Happier Life with Dr. Ashley Whillans
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May 26, 2020 |
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Take the opportunity to carve out time for Deep Work
|
Apr 13, 2020 |
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The impact of the SECURE Act on your retirement savings
|
Mar 13, 2020 |
|
Tax-advantaged gifting strategies—with special guests Boyd Bailey and Rachel Watson
|
Feb 12, 2020 |
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A New Year’s buffet: Make 2020 your best year yet!
|
Jan 20, 2020 |
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How and when to claim Social Security—with special guest Alicia Lipscomb
|
Dec 12, 2019 |
|
End-of-Year Planning: What’s on your checklist?
|
Nov 14, 2019 |
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Minds, Markets & Money—with special guest Dr. Daniel Crosby
|
Oct 25, 2019 |
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The Path to Purpose—with special guest Rick Thompson
|
Sep 16, 2019 |
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The Power of Decisions: Moulaye Niang’s path from star athlete to valued portfolio advisor
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Aug 15, 2019 |
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The Experience Transformer: Turning every experience into a learning experience
|
Jul 18, 2019 |
|
Getting rational: Lessons from Hans Rosling on how real data about the real world can drive better investment decisions
|
Jun 13, 2019 |
|
Millennials and Money: Special guest Cam Marston shares how to talk money with your next generation
|
May 14, 2019 |
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The true cost of ‘certainty’ when investing for the future
|
Apr 15, 2019 |
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Achieve life-long financial freedom by creating an income stream that can actually rise in retirement
|
Mar 15, 2019 |
|
Exploring your "Retirementality" with special guest Mitch Anthony
|
Feb 15, 2019 |
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Understanding the (wild and crazy) capital markets heading into 2019
|
Jan 14, 2019 |
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Things that make you go "Hmmm" with special guest David Hultstrom
|
Dec 14, 2018 |
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Rethinking capital market assumptions to create an optimal (not perfect!) portfolio
|
Nov 15, 2018 |
|
If I died tonight: Planning for the financial impact of the unplanned
|
Oct 23, 2018 |
|
The path to evidence-based investment planning
|
Sep 12, 2018 |
|
Trust the process: Creating predictability in an unpredictable world
|
Aug 14, 2018 |
|
Creating a life of greater joy: Introducing Jeff Spadafora and ‘The Joy Model’
|
Jul 25, 2018 |
|
Fostering healthy investor behavior using an evidence-based approach
|
Jun 14, 2018 |
|
Uncovering your unique abilities to create a purpose-filled life
|
May 17, 2018 |
|
Tax-efficient charitable giving: Using “free bridges” to support your personal gifting strategy
|
Apr 18, 2018 |
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What are your great goals in life?
|
Mar 14, 2018 |
|
Putting First Things First: 4 Questions to Help You Uncover What Matters Most
|
Feb 05, 2018 |
|
It’s a Wonderful Life: Jeff’s Journey & the legacy of George Bailey
|
Jan 21, 2018 |