The Money and Meaning Show
By moneyandmeaning
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Category: Investing
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Subscribers: 5
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Episodes: 100
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: Investing in a Future We Cannot Predict
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Sep 28, 2026 |
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Beyond the Will: Leaving Your Family Clarity, Not Chaos with Rachel Donnelly
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Sep 11, 2026 |
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Perspectives: Will AI Replace Financial Advisors?
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Aug 28, 2026 |
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Beyond the Liquidity Event: Finding Purpose After Financial Success
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Aug 18, 2026 |
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Perspectives: What Advice Would Your 90-Year-Old Self Give You?
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Aug 04, 2026 |
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Preparing for the Psychological Side of Retirement with Dr. Joy Lere
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Jul 15, 2026 |
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What's the Difference Between a Great Company and a Great Investment?
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Jun 29, 2026 |
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Beyond Stocks and Bonds: Rethinking Diversification for Retirement with Peter Nakada
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Jun 09, 2026 |
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May Perspectives: When Life Circumstances Become Investment Risk
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May 22, 2026 |
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Evaluating Financial Advice and Planning Decisions with Jason Lina
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Apr 24, 2026 |
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April Perspectives: War, Oil Prices, and Staying Grounded as an Investor
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Mar 27, 2026 |
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March Perspectives: Navigating AI Headlines
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Mar 10, 2026 |
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Success Is Not an Accident: Clarity, Habits, and the Four Ds with Tommy Newberry
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Feb 13, 2026 |
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January Perspectives: Expectations vs. Forecasting
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Jan 22, 2026 |
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Tax-Efficient Charitable Planning with Fidelity Charitable’s Harrison Miller
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Dec 22, 2025 |
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November Perspectives: The Self-Healing Markets: Lessons from History, Behavior & Diversification
|
Dec 02, 2025 |
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Investing with Taxes in Mind: A Conversation with Kacie Walsh of Dimensional
|
Nov 18, 2025 |
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October Perspectives: Why Retirement Planning Is About Resilience, Not Certainty
|
Oct 30, 2025 |
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Purpose-Driven Planning and the Last Paycheck with Rob Hoxton
|
Oct 10, 2025 |
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Perspectives: Navigating Tax Changes and Opportunities Before Year-End
|
Sep 30, 2025 |
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Carl Richards on Reimagining Wealth, One Sketch at a Time
|
Sep 03, 2025 |
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Perspectives: Balancing Economic Concern with Rational Optimism
|
Aug 19, 2025 |
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Funded Contentment and the Science of Better Financial Decisions with Neil Bage
|
Jul 22, 2025 |
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June Perspectives: Rethinking Retirement in a Longevity Economy
|
Jul 02, 2025 |
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Building Resilient Portfolios and Reducing Risk with Larry Swedroe
|
Jun 02, 2025 |
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May Perspectives: 3 Mindset Shifts for Navigating Long-Term Investing
|
May 14, 2025 |
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From Wall Street to Meaning: Rubin Miller on Investing, Education, and Purpose
|
Apr 30, 2025 |
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Think Bigger Than the Headlines: Long-Term Investing Perspective
|
Apr 10, 2025 |
|
Answering the Call: Embracing Life’s Transitions with Ben Katt
|
Mar 21, 2025 |
|
Perspectives: Weathering the Storm — Smart Strategies for Uncertain Markets
|
Mar 05, 2025 |
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Rethinking Portfolio Diversification with Phil Huber
|
Mar 04, 2025 |
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February Perspectives
|
Feb 15, 2025 |
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Understanding Risk Management with Hunter Ewing
|
Jan 16, 2025 |
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Aligning Wealth with Purpose: Dr. Daniel Crosby on “The Soul of Wealth”
|
Dec 18, 2024 |
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Navigating Midlife Transitions and Financial Empowerment with Sherry Finkel Murphy
|
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 |
|
Financial Wellness and Purpose with James Grace
|
Sep 30, 2024 |
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Unpacking Reverse Mortgages: Myths, Benefits, and Strategic Uses with Gabrielle Welter
|
Aug 23, 2024 |
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Evidence-Based Investing with Larry Swedroe
|
Jul 25, 2024 |
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Finding Purpose Beyond Financial Success with Paul Ollinger
|
Jun 20, 2024 |
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Navigating Longevity and Place Planning for a Fulfilling Second Half 📌 with Guest Ryan Frederick
|
May 29, 2024 |
|
In the Zone 🧘♂️ Harnessing Flow in Financial Advising with Dr. Jordan Hutchison
|
Apr 30, 2024 |
|
Mapping Joy 🗺️ A Conversation on Travel, Career, and Embracing Life with Guest Rachael Levine
|
Mar 26, 2024 |
|
Love, Trust, and Money 💑 Strategies for Financial Harmony with guests Doug and Heather Boneparth
|
Feb 15, 2024 |
|
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
|
Dec 19, 2023 |
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Year-End Tune-Up 🔧 Financial Checklist Ideas for Different Life Stages with guest Mona Fahmy
|
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
|
Aug 22, 2023 |
|
From the Navy to Consultancy: Navigating Meaning and Success in your Second Act with guest Bruce Johnsen
|
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
|
May 11, 2023 |
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Build A Portfolio That Assumes the Market is ”Right” with guest PWL Capital’s Cameron Passmore
|
Apr 17, 2023 |
|
Maximizing Social Security Benefits: Special guest Alicia Lipscomb shares her expertise to help navigate the program
|
Mar 10, 2023 |
|
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 |
|
Why Should I Care About the Medicare Annual Election Period? with Special Guest Chase Carey
|
Nov 08, 2022 |
|
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 |
|
Why is Cyber Crime on the Rise and How Can You Protect Yourself?
|
Jul 07, 2022 |
|
What Can You Do to Maintain Perspective Amid Volatile Times?
|
May 25, 2022 |
|
Special Needs Planning: Navigating the public benefits maze with special guests Nadler Biernath LLC
|
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®
|
Mar 30, 2022 |
|
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 |
|
How to become more empowered and rational as an investor--with special guest Dr. Daniel Crosby
|
Nov 11, 2021 |
|
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 |
|
Evidence-Based Investing: What Is It?
|
Jul 15, 2021 |
|
3 Top Questions from Investors Answered
|
Jun 15, 2021 |
|
What You Need to Know About Recent Tax Changes and How Tax Planning Can Impact Your Financial Plan
|
May 14, 2021 |
|
A Hero's Journey: Do you have what it takes to RETIRE?
|
Apr 14, 2021 |
|
How to Create Meaning in Retirement
|
Mar 10, 2021 |
|
Ever wonder what is discussed in Investment Committee meetings?
|
Feb 11, 2021 |
|
Have you found yourself overwhelmed with the idea of GOALS?
|
Jan 12, 2021 |
|
Which common myths surrounding Medicaid are untrue
|
Dec 10, 2020 |
|
What Does a Mortgage Loan Officer Think About Debt and if Now is a Good Time to Refinance
|
Nov 13, 2020 |
|
Why Politics and Investing Don't Mix
|
Oct 14, 2020 |
|
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 |
|
Investment Update for Midyear 2020
|
Jul 21, 2020 |
|
Navigating the complexities of Medicare with special guest Melinda Caughill
|
Jun 16, 2020 |
|
How to Reclaim Your Time and Live a Happier Life with Dr. Ashley Whillans
|
May 26, 2020 |
|
Take the opportunity to carve out time for Deep Work
|
Apr 13, 2020 |
|
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 |
|
A New Year’s buffet: Make 2020 your best year yet!
|
Jan 20, 2020 |
|
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 |
|
Minds, Markets & Money—with special guest Dr. Daniel Crosby
|
Oct 25, 2019 |
|
The Path to Purpose—with special guest Rick Thompson
|
Sep 16, 2019 |
|
The Power of Decisions: Moulaye Niang’s path from star athlete to valued portfolio advisor
|
Aug 15, 2019 |
|
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 |
|
The true cost of ‘certainty’ when investing for the future
|
Apr 15, 2019 |
|
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 |