The Money and Meaning Show
Join Jeff Bernier, CFP®, ChFC, CFS and guests each month as they share insights and real-world strategies to help you gain the confidence and freedom to live a life of personal significance.
Episodes
In this Perspectives episode of The Money & Meaning Show, Jeff Bernier explores how long-term investors can maintain confidence amid economic uncertainty. He outlines the frequency of recessions across a typical retirement span and emphasizes the importance of diversification, revisiting foundational investment principles. Drawing on insights from Joe Wiggins' recent blog, Jeff addresses the dangers of "line-item thinking" and ...
In this episode of Money & Meaning, host Jeff Bernier welcomes Ben Katt, author of The Way Home: Discovering the Hero’s Journey to Wholeness in Midlife. Ben is a transformation coach, meditation teacher, and former pastor who helps individuals navigate personal growth and midlife transitions. Together, they explore the significance of Joseph Campbell’s Hero’s Journey, the process of leaving the familiar, facing the unknown, and...
In this Perspectives episode of Money & Meaning, host Jeff Bernier shares insights on handling uncertainty during challenging times. Reflecting on past crises—9/11, the Great Financial Crisis, and the COVID-19 pandemic—Jeff explores how emotions can cloud judgment and why it's essential to develop strategies for managing risk and uncertainty. He provides practical advice on staying grounded, focusing on long-term goals, and avo...
In this episode of Money & Meaning, host Jeff Bernier welcomes Phil Huber, Managing Director and Head of Portfolio Solutions at Cliffwater. Phil is also the author of The Allocator’s Edge, a modern guide to alternative investments and portfolio diversification. They discuss the evolving role of alternative investments, the challenges facing traditional 60/40 portfolios, and how private markets and new fund structures are reshap...
In this special "Money & Meaning Perspectives" episode, host Jeff Bernier shares key insights from recent readings and market trends to help listeners make informed financial decisions. He explores the concept of financial bubbles, including lessons from historical market cycles and current concerns surrounding the concentration of a few major stocks. Jeff also discusses recent breakthroughs in artificial intelligence with the ...
In this episode of Money & Meaning, host Jeff Bernier interviews Hunter Ewing, co-founder and director of Private Lines Insurance at Higher Ground Risk. They explore the essentials of risk management, including protecting assets, managing liability, and understanding insurance coverage in today’s evolving insurance market. Hunter shares industry insights, practical advice, and personal anecdotes that highlight the importance of...
In this episode of Money & Meaning, host Jeff Bernier welcomes back Dr. Daniel Crosby, a New York Times bestselling author and Chief Behavioral Officer at Orion. Together, they discuss concepts from Crosby’s new book, The Soul of Wealth, exploring how financial well-being intersects with psychology and personal growth. From defining “soulful wealth” to the psychology behind money and happiness, the conversation offers practical...
In this episode of Money & Meaning, host Jeff Bernier sits down with Sherry Finkel Murphy, founder and CEO of Madrina Molly LLC. Sherry is a seasoned financial planner who focuses on helping midlife women navigate the complexities of financial and longevity planning. They explore the challenges faced by women in the "Triple Decker Club Sandwich Generation," discuss strategies for reinventing life after 50, and dive into Sherry’...
In this episode of the Money & Meaning Show, host Jeff Bernier welcomes Apollo Lupescu, Vice President of Dimensional Fund Advisors. Apollo, known as the “Secretary of Explaining Stuff,” discusses how investors can make sense of financial markets during election years. He shares his insights on investment philosophies, the impact of political events on markets, and strategies for maintaining focus amidst noise. Tune in to learn...
In this episode of Money & Meaning, host Jeff Bernier talks with James Grace, Director of Wealth Management at Silver Pine Capital and host of the Modern Financial Wellness podcast. They explore the evolving nature of the wealth management industry, emphasizing holistic financial planning that encompasses not just financial health but also personal fulfillment and purpose. James shares his journey through the financial services...
In this episode of Money & Meaning, host Jeff Bernier speaks with Gabrielle Welter, a retirement solutions manager at Finance of America. They explore the topic of reverse mortgages, dispelling common myths and misconceptions. Gabrielle explains how these financial tools can provide stability and peace of mind for retirees, addressing key challenges like healthcare costs and market volatility. The discussion delves into the spe...
In this episode of Money & Meaning, host Jeff Bernier interviews Larry Swedroe, a renowned author and expert in evidence-based investing. They discuss Larry's journey and contributions to the financial industry, his approach to investment strategies, and the importance of diversifying portfolios. Larry shares insights on financial planning, the role of fixed income, and the benefits of alternative investments. This episode offe...
In this episode of Money & Meaning, host Jeff Bernier interviews Paul Ollinger, a former Facebook employee turned stand-up comedian and podcast host of Crazy Money. They discuss Paul's journey from the corporate world to comedy, exploring the themes of finding purpose and meaning beyond financial success. The episode offers valuable insights for mid-to-late career executives planning their next steps and navigating life's trans...
Join Host Jeff Bernier and Guest Ryan Frederick, founder of the Here movement, as they delve into the importance of place planning and healthy longevity. From personal journeys to proactive wealth management, this episode offers insights into living a fulfilling second half of life.
Here is a movement to reshape how we live by helping people better understand the importance of place and by creating tools and frameworks for individu...
In this enlightening episode of The Money & Meaning Show, host Jeff Bernier teams up with Dr. Jordan Hutchison, a leading figure in wealth management and psychology, to explore the concept of flow in financial advising. Dr. Hutchison, who serves as Vice President of Technology and Operations at RFG Advisory and is an adjunct professor for Kaplan's College for Financial Planning, shares how integrating behavioral finance and pos...
Host Jeff Bernier and guest Rachael Levine, partner at Peltoma Capital Partners and creator of "Tripping Millennial," delve into the enriching power of experiences over material wealth.
In this episode, you'll discover:
- Rachel's journey from seeking financial stability to embracing a life filled with travel and personal growth 🌐
- The impact of an "adult gap year" on personal growth and happiness (Rachael's took her to over 36 c...
Host Jeff Bernier welcomes guests Doug and Heather Boneparth to this episode!
Doug and Heather delve into the key elements of fostering a healthy financial relationship between partners:
🤝 Connection: Start by initiating conversations about your money beliefs and behaviors, using resources like therapist-guided questionnaires to guide the discussion.
🗣️ Communication: Schedule dedicated times for distraction-free discussions, ens...
Join host Jeff Bernier, President of TandemGrowth Financial Advisors, and guest Ben Felix, Portfolio Manager and Head of Research at PWL Capital, for an enlightening episode of The Money & Meaning Show.
Ben Felix shares insights from renowned experts in academia and the financial industry, shedding light on the consensus that owning the market portfolio through low-cost index funds is an excellent starting point for most invest...
In this special year-end episode of The Money & Meaning Show, host Jeff Bernier delves into the theme of positivity and optimism. Despite the challenges and negativity that often dominate the headlines and social media, Jeff presents a data-driven perspective on the progress humanity has made in various aspects of life. Drawing from historical and contemporary data, he shares insights on economic growth, poverty red...
Join host Jeff Bernier and special guest Wealth Advisor Mona Fahmy as they dive into the world of year-end financial planning and what it may entail at different life stages. Whether you're still advancing your career and focused on building wealth or navigating retirement, this episode is packed with insights regarding items you might consider for an end of year financial checklist.
Learn more about items to review at year end rel...
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