Shows
The Money and Meaning ShowFunded Contentment and the Science of Better Financial Decisions with Neil BageIn this episode of Money & Meaning, host Jeff Bernier welcomes Neil Bage, co-founder of Shaping Wealth, for a wide-ranging conversation on the human side of financial decision-making. They explore how neuroscience, behavioral science, and the pursuit of “funded contentment” intersect in personal finance. Neil shares his journey, the mission of Shaping Wealth, and frameworks like Ikigai to help individuals live more meaningful financial lives. A must-listen for advisors and investors alike addressing life’s transitions.
Topics covered:
Neil Bage's career path from sports science to behavioral finance
The founding and mission of Shaping Wealth
The con...2025-07-2252 min
Trying for FIWealth Is More Than Money: Mindset Shifts for FI FamiliesWhat is wealth — really? Is it just a number, or something you can practice right now?In this episode, we explore how our definition of wealth is expanding to mean more than our Financial Independence #goals. We talk about moving beyond the spreadsheet into the present moment, where wealth includes time, health, joy, connection, and purpose, now — not just money in the bank for later.You’ll hear: • Why many in the FIRE community struggle to enjoy spending — even after “making it” • How our money tracking habits unintentionally reinforced a scarcity mindset • Real-life stories of...2025-07-1619 min
The Money and Meaning ShowJune Perspectives: Rethinking Retirement in a Longevity EconomyIn this episode of Money & Meaning, host Jeff Bernier reflects on the passing of his father—his personal “George Bailey”—and explores the implications of living longer in today's evolving retirement landscape. Jeff outlines the financial risks and opportunities of extended longevity, including inflation, healthcare costs, market volatility, and potential benefit cuts. He shares how both individuals and the financial industry can adapt their planning strategies to better prepare for a longer, more purposeful retirement.
Topics covered:
Reflections on Jeff’s father and a life of purpose
The impact of increased life expectancy on retirement planning
Longevity...2025-07-0215 min
The Money and Meaning ShowBuilding Resilient Portfolios and Reducing Risk with Larry SwedroeIn this episode of Money & Meaning, host Jeff Bernier welcomes back Larry Swedroe, author, consultant, and former Director of Research at Buckingham Strategic Wealth. They explore how retirees and pre-retirees can construct portfolios that reduce risk, smooth returns, and withstand market shocks. Larry breaks down key principles of evidence-based investing, the importance of understanding risk tolerance, and the evolving role of alternative assets like private credit and reinsurance in modern portfolios.
Topics covered:
Defining ability, willingness, and need to take investment risk
Understanding the three-legged risk assessment framework for retirement planning
The philosophy and principles behind...2025-06-021h 05
The IgnitedNeurons PodcastWhat Schools Never Taught You About Money | Arjun Agarwal on Redefining Wealth for the FutureIn this deep and insightful episode of Ignited Neurons, host Utkarsh Narang is joined by Arjun "Arj" Agarwal to explore the emotional, personal, and societal relationship we all share with money.Together, they unpack the taboo nature of money, how our childhood beliefs and suffering shape our mindset, and why financial literacy is essential for personal empowerment. This conversation goes beyond numbers—it's about understanding money as a tool for impact, joy, and growth.From decoding societal perceptions to imagining the future of digital currencies, this episode is a me...2025-05-1748 min
The Money and Meaning ShowMay Perspectives: 3 Mindset Shifts for Navigating Long-Term InvestingIn this short-form edition of the Money & Meaning Show, Jeff Bernier shares a perspective on simplifying investment thinking during uncertain times. He outlines three fundamental binary choices investors face: having faith in the future or not, being goal-focused versus performance-driven, and choosing to own businesses versus lending to them. Jeff encourages listeners to return to first principles as they consider how to position themselves for long-term financial success.
Topics covered:
• Why investing is simple, but not easy
• The importance of returning to first principles in volatile times
• Faith in the future vs. pe...2025-05-1411 min
iWealth PodcastBrad Connors on His Book "Fish Don’t Clap" – Why He Gave Away the Whole ProcessIn this episode of the iWealth Podcast, Brad Connors and Matt dive into the story behind Brad’s book, Fish Don’t Clap, and explore what makes it such a powerful tool—not just for clients, but for financial advisors, too.Brad opens up about his inspiration for writing the book, emphasizing that it’s not a self-congratulatory memoir or an ego-driven project. In fact, Fish Don’t Clap is all about helping people live with intention and purpose, especially in retirement. After decades of walking alongside clients as they approach and enter retirement, Brad noticed a troubling...2025-05-0603 min
The Money and Meaning ShowFrom Wall Street to Meaning: Rubin Miller on Investing, Education, and PurposeIn this episode of Money & Meaning, host Jeff Bernier speaks with Rubin Miller, founder and Chief Investment Officer of Peltoma Capital Partners and author of the Fortunes and Frictions blog. They explore Rubin’s journey from trading floors to founding a boutique advisory firm, discuss market philosophy, and examine the tension between serving high-net-worth clients and reaching broader audiences. Rubin shares his views on investment process, financial planning, and what it means to live a meaningful life—both personally and professionally.
Topics covered:
Rubin’s professional path from bond trading to launching Peltoma Capital
His firm’s investme...2025-04-301h 03
The Money and Meaning ShowThink Bigger Than the Headlines: Long-Term Investing PerspectiveIn 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 highlights how a holistic approach to portfolio construction can lead to better outcomes over time.
(Note: This episode was recorded on April 1, 2025. Charts in the broadcast are as of March 31, 2025.)
Topics covered:
Historical frequency of recessions...2025-04-1013 min
The Money and Meaning ShowAnswering the Call: Embracing Life’s Transitions with Ben KattIn 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 returning to a renewed sense of self. Ben shares insights on spirituality, purpose, and belonging, offering practical guidance for those moving into the next chapter of their lives. This conversation is invaluable for mi...2025-03-2148 min
The Money and Meaning ShowPerspectives: Weathering the Storm — Smart Strategies for Uncertain MarketsIn 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 avoiding fear-based decision-making. Whether you're feeling anxious about political change, market fluctuations, or the broader economic landscape, this episode offers a thoughtful approach to maintaining clarity and confidence in uncertain times.
Topics covered:
The...2025-03-0512 min
The Money and Meaning ShowRethinking Portfolio Diversification with Phil HuberIn 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 reshaping opportunities for financial advisors and individual investors. This episode is essential listening for those looking to build more resilient, well-diversified investment strategies.
Topics covered:
Phil Huber’s background and career journey in w...2025-03-041h 12
The Money and Meaning ShowFebruary PerspectivesIn 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 rise of DeepSeek and its potential impact on industries, alongside the importance of international diversification in investment strategies. Tune in for a concise yet insightful update on market trends and strategic investing.
Topics covered:
...2025-02-1519 min
The Money and Meaning ShowUnderstanding Risk Management with Hunter EwingIn 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 proactive financial protection.
Topics covered:
The fundamentals of risk management in personal financial planning
Common types of personal insurance: home, auto, umbrella, and valuable articles coverage
The impact of severe weather events on insurance costs
Key considerations wh...2025-01-1649 min
The Money and Meaning ShowAligning Wealth with Purpose: Dr. Daniel Crosby on “The Soul of Wealth”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 insights on aligning financial decisions with what truly matters for a fulfilling life.
Topics covered:
Overview of Dr. Crosby’s career and role as Chief Behavioral Officer at Orion
Exploring The Soul of Wealth...2024-12-1841 min
The Money and Meaning ShowNavigating Midlife Transitions and Financial Empowerment with Sherry Finkel MurphyIn 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’s mission to provide financial education through her community platform, Madrina Molly. This conversation offers valuable insights for those seeking to align their financial resources with their personal values and life goals.
...2024-11-1348 min
The Money and Meaning ShowElections and Markets 🗳️ with Apollo Lupescu, Vice President of Dimensional Fund AdvisorsIn 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 how to make more informed investment decisions in politically charged times.
Topics Covered:
Introduction to Apollo Lupescu and his journey with Dimensional Fund Advisors
Overview of Dimensional’s investment philosophy and core prin...2024-10-141h 08
The Money and Meaning ShowFinancial Wellness and Purpose with James GraceIn 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 landscape and offers insights into how individuals can achieve financial wellness and well-being. Together, they discuss the importance of aligning actions and resources with personal values and goals.
Topics covered:
Introduction to James...2024-09-3052 min
The Money and Meaning ShowUnpacking Reverse Mortgages: Myths, Benefits, and Strategic Uses with Gabrielle WelterIn 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 specifics of Home Equity Conversion Mortgages (HECMs), including their benefits, costs, and strategic uses in retirement planning.
Topics Covered:
Introduction to reverse mortgages and common misconceptions
Gabrielle Welter's background and career journey
The evolution...2024-08-2344 min
The Money and Meaning ShowEvidence-Based Investing with Larry SwedroeIn 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 offers valuable advice for retirees and those seeking a robust investment strategy.
Topics Covered
Larry Swedroe's career and contributions to financial education
Importance of evidence-based investing
Historical performance of various asset classes
Role of fixed income...2024-07-251h 10
The Money and Meaning ShowFinding Purpose Beyond Financial Success with Paul OllingerIn 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 transitions.
Topics covered:
Transitioning from a corporate career to pursuing personal passions
Challenges and realizations in leaving a high-stress job for stand-up comedy
Impact of Facebook's rapid growth on Paul's career decisions
Finding purpose...2024-06-2044 min
The Money and Meaning ShowNavigating Longevity and Place Planning for a Fulfilling Second Half 📌 with Guest Ryan FrederickJoin 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 individuals to make more informed decisions about where to call home.
According to Ryan, Where You Live Matters. Where you live is much more than a p...2024-05-2956 min
The Money and Meaning ShowIn the Zone 🧘♂️ Harnessing Flow in Financial Advising with Dr. Jordan HutchisonIn 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 positive psychology can amplify personal fulfillment through financial clarity.
What is "Flow"? What benefits can it provide for advisors and clients?
Dr. Hutchison explains the concept of flow as a...2024-04-3052 min
The Money and Meaning ShowMapping Joy 🗺️ A Conversation on Travel, Career, and Embracing Life with Guest Rachael LevineHost 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 countries!) 😊
How Rachael says we can experience the world more deeply through sabbaticals, remote work experiences, and long term travel opportunities 🌍 acquiring experiences > acquiring things
A debate on the F.I.R.E. (Fin...2024-03-2659 min
The Money and Meaning ShowLove, Trust, and Money 💑 Strategies for Financial Harmony with guests Doug and Heather BoneparthHost 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, ensuring both partners have the space to express their thoughts and feelings about finances without interruptions.
➕ Contribution: Recognize and honor each other's contributions to the relationship, going beyond financial aspects to include personal contributions and household responsibi...2024-02-1555 min
The Money and Meaning ShowInvestment Insights 🗣️ A Conversation with Ben Felix, Co-Host the Rational Reminder PodcastJoin 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 investors. The conversation also explores the nuances of differentiating from the market—a point of contention among experts.
Furthermore, they discuss Professor Scott Cederberg whose research focuses on the long-horizon pe...2024-01-291h 06
The Money and Meaning ShowThe Year-End Positive Focus: Finding Optimism Amidst Challenges
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 reduction, increased life expectancy, and more.
Jeff encourages listeners to adopt a rational optimism mindset and reflects on how focusing on the positive can inspire personal growth and a sense of purpose. This episode...2023-12-1928 min
The Money and Meaning ShowYear-End Tune-Up 🔧 Financial Checklist Ideas for Different Life Stages with guest Mona FahmyJoin 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 related to open enrollment, tax efficiency, healthcare, charitable giving, cash flow, portfolio management, estate planning, and more!
🎧 Listen to the episode on your favorite podc...2023-11-2050 min
The Money and Meaning ShowNavigating the Wealth Management Landscape with Matt Reiner: From Family Business Dynamics to AI and Creative SpaceHost Jeff Bernier welcomes special guest Matt Reiner to explore a wide range of topics that are at the forefront of the financial advisory world:
The curse of knowledge: Learn why it's crucial for leaders and growing entrepreneurs to balance their experience with a willingness to adapt and allow new ideas to flourish within their organizations.
Unique challenges of family businesses: Matt shares his personal experiences and lessons learned from working in a family business.
Finding a financial advisor: Learn how to trust your instincts and build a relationship that's based on trust, comfort, and authenticity. The authentic c...2023-10-1941 min
The Money and Meaning ShowA Deep Dive into Investing: From Human Capital to AI with Wes Crill of Dimensional Fund AdvisorsHost Jeff Bernier, CFP®, ChFC, CFS welcomes guest Wes Crill, Senior Investment Director and Vice President, Dimensional Fund Advisors, to The Money & Meaning Show podcast!
In this episode, Wes and Jeff dive deep into the world of investments! They cover a wide range of topics, including:
💰👩⚕️Understanding the difference between financial capital and human capital and how their impact and risk profile change throughout our lives
🌟 Exploring the fundamentals of factor investing, the characteristics associated with higher expected returns, and how to determine how far to tilt
🪙 Delving into the world of fixed income, it...2023-09-1951 min
The Money and Meaning ShowEmbracing an Investment Philosophy: Guiding Your Journey with Rationality and ResilienceIn today's episode, President and Wealth Advisor Jeff Bernier, CFP®, ChFC, CFS delves into the world of investing and explores how a well-defined investment philosophy can be your guiding light through market turmoil and triumphs.
📈 From the Great Financial Crisis to the dominance of AI-driven stocks, we journey through changing financial landscapes over our investing lifetime. Uncovering the power of a solid investment strategy may help long-term investors stay the course.
🌐 Jeff discusses the importance of understanding who you are and what you believe, and how these factors shape your investment choices. Take inventory of your re...2023-08-2242 min
The Money and Meaning ShowFrom the Navy to Consultancy: Navigating Meaning and Success in your Second Act with guest Bruce JohnsenIn today's episode, host Jeff Bernier, CFP®, ChFC, CFS welcomes special guest Bruce Johnsen, a former US Navy line officer, Vietnam veteran, and current management consultant to share his inspiring journey from the Navy to consultancy. Bruce reflects on his early days in the Navy and struggles he faced when retiring at the early age of 45. Bruce shares some interesting stories from many years of international work and goes on to offer the life lessons he has learned so far at 85 years young. Jeff and Bruce delve into an insightful discussion on Mitch Anthony's concept "work" and how the r...2023-06-1535 min
The Money and Meaning ShowUnlocking the Wisdom of the Dying: 8 Regrets of the Dying and 5 Keys to Living and Dying Regret-Free with Dr. Allen HuntJoin host Jeff Bernier in a profound exploration alongside best-selling author Dr. Allen Hunt as they delve into the concept of living a life without regrets. Can it truly be accomplished?
Drawing upon his moniker as the renowned "Fourth Quarter Guy" and a wealth of extensive research on aging, dying, and regrets, Dr. Hunt delves into the 8 common regrets that haunt the dying. From these findings, he unearths 5 fundamental keys that pave the way towards living and departing without regrets.
No matter what quarter of life you are in, prepare to be inspired as they...2023-05-1138 min
The Money and Meaning ShowBuild A Portfolio That Assumes the Market is ”Right” with guest PWL Capital’s Cameron PassmoreIn the episode, host Jeff Bernier welcomes guest Cameron Passmore, CIM®, FMA, FCSI, Executive Chairman and Portfolio Manager at PWL Capital in Canada.
Cameron shares his firm's strong belief in evidence-based investing and why they believe so strongly in the philosophy. Jeff and Cameron discuss the importance of an advisor's role in going deep with clients who often aren't thinking broadly enough or deeply enough when it comes to formulating goals. The episode concludes with the topic of portfolio construction - why it's crucial to know your definition of risk, the importance of a plan an...2023-04-1742 min
The Money and Meaning ShowMaximizing Social Security Benefits: Special guest Alicia Lipscomb shares her expertise to help navigate the programNavigating Social Security can be tricky and confusing. That's why we invited special guest Alicia Lipscomb to The Money & Meaning Show to share her expertise on maximizing Social Security benefits.
Alicia has been with the Social Security Administrator for over 22 years, and she will help you understand the ins-and-outs of Social Security so that you can make sure you are getting the most out of your benefits. In this podcast, she'll go over strategies to maximize payments, tips for spousal benefits, and much more.
Tune in now for all these tips and mo...2023-03-1036 min
The Money and Meaning ShowHow to Achieve ”Funded Contentment” in Your Life with guest Brian PortnoyIn today's episode, Jeff welcomes bestselling author and founder of Shaping Wealth Brian Portnoy, Ph.D., CFA to discuss the difference between being "rich" and being "wealthy". Brian is an expert at simplifying the complex world of money. In the episode, Brian touches on a concept from his book The Geometry of Wealth: How to shape a life of money and meaning, that the true meaning of wealth is "funded contentment", the ability to underwrite a meaningful life.
As humans, we can get stuck on the hedonic treadmill when no matter what we pursue in life, even...2023-01-1951 min
The Money and Meaning ShowHow to Create Significance in Your Second Half with guest Dick Gygi, Founding Partner of FUELAre you in the middle or late stages of your career and struggling with "what's next"?
In today's episode, host Jeff Bernier, CFP®, ChFC, CFS welcomes special guest Dick Gygi. Dick has an impressive resume having served as a President of a number of consumer products companies for over 40 years, most recently as the President of PlusMark, a subsidiary of American Greetings. But, what's more impressive is all that he has been able to accomplish since retiring in 2001.
In the episode, Dick shares life stories that have greatly impacted who he is a...2022-12-2144 min
The Money and Meaning ShowWhy Should I Care About the Medicare Annual Election Period? with Special Guest Chase CareyIn 2022, during the period between October 15 and December 7, Medicare open enrollment, also known as the annual election period, occurs. The many Medicare options and decisions can often cause confusion among those approaching 65.
In today's episode, host Jeff Bernier welcomes Chase Carey, concierge broker with Carey Benefits. Jeff and Chase discuss many of the common questions around Medicare enrollment and coverage. Listen in and check out Chase's free download Busy Executive Guide to Medicare - 2022 which summarizes some of the key points and benefits of Medicare!
If you have not already done so, please check out...2022-11-0840 min
The Money and Meaning ShowHow Should I Prepare for Open Enrollment? with Special Guests from BIS BenefitsJeff Bernier, CFP®, ChFC, CFS welcomes BIS Benefits, a Georgia company serving businesses for over 24 years to help develop benefit plans, President Ray Bachman and Account Manager John Schmidt. Ray and John share what you should think about as you choose options and choose how to fund them during open enrollment. In addition, they talk about costly mistakes they've seen made and how you can prevent them (reviewing beneficiary designations, long-term disability coverage for high-earners, making sure your doctors are in network).
2022-10-2638 min
The Money and Meaning ShowAre you ready for the ”Big Four” transitions of aging?In today's episode, host Jeff Bernier, CFP®, ChFC, CFS is joined by Carolyn McClanahan, M.D., CFP® to discuss a sometimes difficult topic: preparing financially, emotionally, and physically for aging.
Carolyn's unique background offers her a different perspective. Carolyn began her career as a physician but later made a career change when she and her husband were unable to find a financial planner to provide them the advice and guidance needed to create a great life. Carolyn and Jeff dive into the big four decisions that need to be made in preparation for aging. The cos...2022-09-0130 min
The Money and Meaning Show”Hey Alexa, is the 60/40 portfolio dead?”In today's episode, Jeff discusses a potpourri of topics related to bonds and the current market environment:
the role of bonds in portfolios
possibility of higher correlations between stocks and bonds
shares views on a currently popular question: Is the 60/40 portfolio dead?
With so many articles out there about these topics, Jeff tries to simplify and summarize for listeners and provides his takeaways.
2022-08-0339 min
The Money and Meaning ShowWhy is Cyber Crime on the Rise and How Can You Protect Yourself?Host Jeff Bernier, CFP®, ChFC, CFS welcomes guest Steven Ryder, President and Founder of True North Networks, LLC, a firm providing IT Support such as technical help-desk support, computer support, and consulting to small and medium-sized businesses since 2002. In the episode, Steve simplifies some of the terms often heard in the news related to cyber security. He shares specific tips and tricks he recommends and uses himself to better protect yourself and your technology among these rising cyber threats.
2022-07-0743 min
The Money and Meaning ShowWhat Can You Do to Maintain Perspective Amid Volatile Times?In today's episode, host Jeff Bernier, CFP®, ChFC, CFS focuses on providing perspective during these uneasy times of inflation, rising rates, and volatility. Over a lifetime of investing, it is his belief that investor behavior is the dominant determinant in the long-term success or failure of an investment strategy.
Jeff shares his thoughts and other academics' expertise in the episode to guide listeners in how to invest rationally and not emotionally by reiterating the importance of a financial plan. To learn more about TandemGrowth's investment philosophy, visit us here.
2022-05-2533 min
The Money and Meaning ShowSpecial Needs Planning: Navigating the public benefits maze with special guests Nadler Biernath LLCFor parents and grandparents of children with a disability, planning for their needs can often be frustrating and overwhelming. On today's episode, Jeff welcomes special guests attorneys Heather Nadler and Laura Akins Smith from Nadler Biernath LLC Special Needs and Elder Law.
Under the umbrella of estate planning falls a specialty called special needs planning. Heather and Laura talk through some of the complexities of long-term planning for children who have special needs. They explain some benefits that may be available before the age of 18 as well as benefits like Social Security and Medicaid. Their f...2022-05-0236 min
The Money and Meaning ShowWhat Can a Financial Planner Do For You? with Special Guest Wealth Advisor Mona Fahmy, MBA, CFS, AIF®Some believe the feeling of financial confidence or the benefits of a financial planner can only apply to the later phases of life. In today's episode, Jeff welcomes Wealth Advisor Mona Fahmy, MBA, CFS, AIF® to the show. Mona discusses the process of engaging a financial planner, what to expect, and common financial struggles she sees.
They touch on the many ways a financial advisor can help a person in all stages of life but specifically those in their 40s who are feeling strained in balancing a successful career, a growing family, and financial goals. Jeff describes t...2022-03-3040 min
The Money and Meaning ShowEvolution of Investment Management: Go Where the Financial Science Leads? with guest Eduardo Repetto, Ph.D.Join Jeff Bernier as he welcomes special guest, Chief Investment Officer of Avantis Investors®, Eduardo Repetto, Ph.D. to the show!
As Chief Investment Officer, Eduardo is responsible for directing the research, design and implementation of Avantis Investors® investment strategies, providing oversight of the investment team and the firm's marketing initiatives, and interacting with clients.
In today's episode, Jeff and Eduardo discuss the evolution of investment management including some limitations of the great innovation called indexing as well as the outdated definition many have of the term "value."
2022-03-0143 min
The Money and Meaning ShowWhat is an estate plan and do you need one?When it comes to estate planning, many feel overwhelmed or wonder if they need a plan. In this month's episode, Jeff welcomes Estate Planning Attorney Tony Turner to summarize the three to four legal documents everyone should have in place. They discuss why each of these documents is so important as well as give suggestions for how you can reduce your taxable estate during your life. Tony shares the common mistakes he sees people make when it comes to estate planning and recent changes to the law that may impact your plan.
2022-01-2636 min
The Money and Meaning ShowWelcome to Flight 2022! Are you prepared to take off into the New Year?For pilots, the pre-flight checklist is 100% mandatory. To be sure everything is in working order before takeoff, pilot and co-pilot work through a checklist verifying each step has been completed. From a financial perspective, a detailed pre-flight checklist is just as important. Listen in as Jeff details 5 key items you should check and crosscheck before takeoff on December 31!
To view in video format with visual exhibits: bit.ly/3oyf22I
2021-12-0727 minThe Money and Meaning ShowHow to become more empowered and rational as an investor--with special guest Dr. Daniel Crosby“Humans are wired to act; markets tend to reward inaction.”
― Daniel Crosby, The Behavioral Investor
On today's episode of Money & Meaning, psychologist, behavioral finance expert, and New York Times best-selling author Dr. Daniel Crosby joins Jeff again to discuss the four consistent types of behavioral risk (ego, emotion, conservatism, and attention) and how they impact investment decision-making. He points to goals-based investing as one way to bring about positive behavior. Listen in to Jeff and Daniel describe additional techniques you can use to become a more rational investor!
2021-11-1136 minThe Money and Meaning ShowWhy Do You Need An Investment Philosophy?"The important thing about an investment philosophy is that you have one you can stick with." David Booth, Co-Founder, Dimensional Fund Advisors
What is an investment philosophy and why does it matter? In this month's episode, Jeff tackles the fundamentals of a solid investment philosophy: faith in the capital markets, patience, and a disciplined approach. He shares practical considerations to develop your own investing process using the 6 pillars of TandemGrowth's investment philosophy. Click here for the 6 pillars of the investment journey to financial freedom.
2021-10-1429 minThe Money and Meaning ShowPurpose-Driven Burnout: Who Needs a Day Off When You‘re Not Really Working?It has been said "if you do what you love, you'll never work a day in your life." In this month's episode, Jeff discusses how this advice is not always true - how passion can become a double-edged sword. As he works with clients to uncover what matters most to them, it's important to recognize if passion has led to burnout. Are you feeling the signs of burnout? Listen in to the episode to find out why certain sectors, more specifically purpose-driven work, put employees at increased risk of burnout, how to recognize it, and what you can do...2021-09-0816 minThe Money and Meaning ShowEvidence-Based Investing: What Is It?Join Jeff he as welcomes back special guest Jake DeKinder, CFA, Head of Client Communication with Dimensional Fund Advisors. They provide a primer on the concept of "evidence-based investing" and discuss how Dimensional evolves and constantly tests its own assumptions as many wonder "is the world different now?". What are Dimensional's views on potential tax increases, ETFs vs mutual funds, asset allocation, and implementation?
2021-07-1524 minThe Money and Meaning Show3 Top Questions from Investors AnsweredIs it time to panic about inflation? In this low yield, rising rate environment, should I even own bonds? As a long-term investor, should I invest in cryptocurrency?
As we enter the halfway point of 2021, TandemGrowth recognizes three themes in recent investor questions: inflation, interest rates, and crypto. Join Jeff as he welcomes special guest Jake DeKinder, CFA, Head of Client Communication with Dimensional Fund Advisors. Jake touches on how they address these topics with their investors as well as how you can think about these topics as they relate to your portfolio.
2021-06-1524 minThe Money and Meaning ShowWhat You Need to Know About Recent Tax Changes and How Tax Planning Can Impact Your Financial PlanJoin Jeff as he welcomes special guest Kevin Korhorn, CFP®, ChFC, AIF®, owner of Korhorn Financial Group, Inc., to explain the some of the recent changes related to the tax code. How could these changes impact your financial plan? Kevin and Jeff will share specific techniques and strategies they suggest as financial planners to their clients. Kevin argues that now more than ever working with a holistic financial planner is crucial as it relates to understanding your personal financial circumstances, developing techniques and strategies around tax planning, and help executing them alongside your tax professional.
Listeners should not...2021-05-1438 minThe Money and Meaning ShowA Hero's Journey: Do you have what it takes to RETIRE?How do I retire? When can I retire? What do I want to do in retirement? Could lower expected returns or a potential bear market impact my ability to retire? Could I outlive my money?
If these are questions you've recently been asking yourself, you may just be our "hero". In this month's episode, Jeff takes us on a journey of a hero, a mid- to late-career executive, using the universal elements of storytelling from Joseph Campbell and Donald Miller. Will our hero find a guide to develop a plan for his or her problem? Listen in...2021-04-1422 minThe Money and Meaning ShowHow to Create Meaning in RetirementLike the Tin Man in the Wizard of Oz, have you lost your heart? Are you struggling to find meaning in your career or retirement? Listen in as Jeff welcomes special guest Mark Danzey with Wisepath Mediation and Coaching. They discuss how declared values and defined goals help create accountability leading to meaning and purpose in life. These answers are within us but often times take a trusted person, coach, or advisor asking the right questions and help discovering, "what's possible?". Learn how you can start right now to create clarity around your passion and purpose so you don't...2021-03-1033 minThe Money and Meaning ShowEver wonder what is discussed in Investment Committee meetings?A behind the scenes glimpse of investment planning topics you might hear covered while listening in to an Investment Committee meeting. Join Jeff as he welcomes special guest David Hulstrom, MBA, CFP®, CFA, ChFC®, CAIA, CPWA®, CIMA®, co-founder and chief investment officer of Financial Architects. David is a thought leader in the wealth management industry and serves as a consultant to many firms' investment committees.
Included in the discussion are topics such as expected returns, risk tolerance, diversification, equity risk premium, forecasting, factors, frame of reference risk, what to keep in mind when constructing a retirement income port...2021-02-1136 minThe Money and Meaning ShowHave you found yourself overwhelmed with the idea of GOALS?"Process saves us from the poverty of our intentions." -Elizabeth King, world-renowned sculptor
Is it easy for you to get so focused on the future that you fail to live in the present? Listen in as Jeff discusses a topic often on people's minds in the month of January - goal setting. He provides some tips from experience as well as knowledge he has gained from experts on the subject of goals. Have you defined and committed to your 20 Mile March? Do you have a daily success ritual? In addition, Jeff explains what it means th...2021-01-1224 minThe Money and Meaning ShowWhich common myths surrounding Medicaid are untrueHave 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.
2020-12-1038 minThe Money and Meaning ShowWhat Does a Mortgage Loan Officer Think About Debt and if Now is a Good Time to RefinanceWith 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?
2020-11-1337 minThe Money and Meaning ShowWhy Politics and Investing Don't Mix"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.
2020-10-1422 minThe Money and Meaning ShowWhy Risk Management should be a part of a Holistic Wealth Management Plan--with special guest Tyler Smith, a specialist in income protectionA 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 insurance solutions for disability income protection.
2020-09-1534 minThe Money and Meaning ShowEverything I Learned About Investing I Learned in CourtWhat 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.
2020-08-1239 minThe Money and Meaning ShowInvestment Update for Midyear 2020Is 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.
2020-07-2136 minThe Money and Meaning ShowNavigating the complexities of Medicare with special guest Melinda CaughillIf 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.
2020-06-1641 minThe Money and Meaning ShowHow to Reclaim Your Time and Live a Happier Life with Dr. Ashley WhillansDo 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.
2020-05-2640 minThe Money and Meaning ShowTake the opportunity to carve out time for Deep WorkThis 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.
2020-04-1328 minThe Money and Meaning ShowThe impact of the SECURE Act on your retirement savingsWhen 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 multi-generational planning.
2020-03-1322 minThe Money and Meaning ShowTax-advantaged gifting strategies—with special guests Boyd Bailey and Rachel WatsonGiving 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, and Single Charity Funds can help you make the most of every gift.
2020-02-1236 minThe Money and Meaning ShowA New Year’s buffet: Make 2020 your best year yet!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.
2020-01-2022 minThe Money and Meaning ShowHow and when to claim Social Security—with special guest Alicia LipscombOne 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 no longer married) and benefits for widows and dependents.
2019-12-1228 minThe Money and Meaning ShowEnd-of-Year Planning: What’s on your checklist?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.
2019-11-1421 minThe Money and Meaning ShowMinds, Markets & Money—with special guest Dr. Daniel CrosbyDoes 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.
2019-10-2530 minThe Money and Meaning ShowThe Path to Purpose—with special guest Rick ThompsonOften, 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.
2019-09-1634 minThe Money and Meaning ShowThe Power of Decisions: Moulaye Niang’s path from star athlete to valued portfolio advisorEvery 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.
2019-08-1533 minThe Money and Meaning ShowThe Experience Transformer: Turning every experience into a learning experienceThings 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?”
2019-07-1825 minThe Money and Meaning ShowGetting rational: Lessons from Hans Rosling on how real data about the real world can drive better investment decisionsIn 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.
2019-06-1323 minThe Money and Meaning ShowMillennials and Money: Special guest Cam Marston shares how to talk money with your next generationEvery 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.
2019-05-1433 minThe Money and Meaning ShowThe true cost of ‘certainty’ when investing for the futureThere 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.
2019-04-1522 minThe Money and Meaning ShowAchieve life-long financial freedom by creating an income stream that can actually rise in retirementHowever 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.
2019-03-1520 minThe Money and Meaning ShowExploring your "Retirementality" with special guest Mitch AnthonyWhat 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.
2019-02-1535 minThe Money and Meaning ShowUnderstanding the (wild and crazy) capital markets heading into 2019If 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.
2019-01-1431 minThe Money and Meaning ShowThings that make you go "Hmmm" with special guest David HultstromIn 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.
2018-12-1435 minThe Money and Meaning ShowRethinking capital market assumptions to create an optimal (not perfect!) portfolioAre 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.
2018-11-1523 minThe Money and Meaning ShowIf I died tonight: Planning for the financial impact of the unplannedIt’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.
2018-10-2334 minThe Money and Meaning ShowThe path to evidence-based investment planningIt’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.
2018-09-1226 minThe Money and Meaning ShowTrust the process: Creating predictability in an unpredictable worldNo 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.
2018-08-1519 minThe Money and Meaning ShowCreating a life of greater joy: Introducing Jeff Spadafora and ‘The Joy Model’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.
2018-07-2535 minThe Money and Meaning ShowFostering healthy investor behavior using an evidence-based approachIt’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.
2018-06-1426 minThe Money and Meaning ShowUncovering your unique abilities to create a purpose-filled lifeYour 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.
2018-05-1723 minThe Money and Meaning ShowTax-efficient charitable giving: Using “free bridges” to support your personal gifting strategyFor 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.
2018-04-1836 minThe Money and Meaning ShowWhat are your great goals in life?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.
2018-03-1423 min
The Money and Meaning ShowPutting First Things First: 4 Questions to Help You Uncover What Matters MostUnderstanding 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.”
2018-02-0524 minThe Money and Meaning ShowIt’s a Wonderful Life: Jeff’s Journey & the legacy of George BaileyBeing 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.
2018-01-2121 min