The Money and Meaning Show
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.
Episodes (158)
March Perspectives: Navigating AI Headlines
The Money and Meaning Show
Success Is Not an Accident: Clarity, Habits, and the Four Ds with Tommy Newberry
The Money and Meaning Show
January Perspectives: Expectations vs. Forecasting
The Money and Meaning Show
Tax-Efficient Charitable Planning with Fidelity Charitable’s Harrison Miller
The Money and Meaning Show
November Perspectives: The Self-Healing Markets: Lessons from History, Behavior...
The Money and Meaning Show
Investing with Taxes in Mind: A Conversation with Kacie Walsh of Dimensional
The Money and Meaning Show
October Perspectives: Why Retirement Planning Is About Resilience, Not Certainty
The Money and Meaning Show
Purpose-Driven Planning and the Last Paycheck with Rob Hoxton
The Money and Meaning Show
Perspectives: Navigating Tax Changes and Opportunities Before Year-End
The Money and Meaning Show
Carl Richards on Reimagining Wealth, One Sketch at a Time
The Money and Meaning Show
Perspectives: Balancing Economic Concern with Rational Optimism
The Money and Meaning Show
Funded Contentment and the Science of Better Financial Decisions with Neil Bage
The Money and Meaning Show
June Perspectives: Rethinking Retirement in a Longevity Economy
The Money and Meaning Show
Building Resilient Portfolios and Reducing Risk with Larry Swedroe
The Money and Meaning Show
May Perspectives: 3 Mindset Shifts for Navigating Long-Term Investing
The Money and Meaning Show
From Wall Street to Meaning: Rubin Miller on Investing, Education, and Purpose
The Money and Meaning Show
Think Bigger Than the Headlines: Long-Term Investing Perspective
The Money and Meaning Show
Answering the Call: Embracing Life’s Transitions with Ben Katt
The Money and Meaning Show
Perspectives: Weathering the Storm — Smart Strategies for Uncertain Markets
The Money and Meaning Show
Rethinking Portfolio Diversification with Phil Huber
The Money and Meaning Show
February Perspectives
The Money and Meaning Show
Understanding Risk Management with Hunter Ewing
The Money and Meaning Show
Aligning Wealth with Purpose: Dr. Daniel Crosby on “The Soul of Wealth”
The Money and Meaning Show
Navigating Midlife Transitions and Financial Empowerment with Sherry Finkel Murp...
The Money and Meaning Show
Elections and Markets 🗳️ with Apollo Lupescu, Vice President of Dimensional Fun...
The Money and Meaning Show
Financial Wellness and Purpose with James Grace
The Money and Meaning Show
Unpacking Reverse Mortgages: Myths, Benefits, and Strategic Uses with Gabrielle...
The Money and Meaning Show
Evidence-Based Investing with Larry Swedroe
The Money and Meaning Show
Finding Purpose Beyond Financial Success with Paul Ollinger
The Money and Meaning Show
Navigating Longevity and Place Planning for a Fulfilling Second Half 📌 with Gue...
The Money and Meaning Show