The Money and Meaning Show
Business

The Money and Meaning Show

by moneyandmeaning

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.

100 episodes
EN language
All Episodes
1
March Perspectives: Navigating AI Headlines
9:14 Mar 10, 2026
2
Success Is Not an Accident: Clarity, Habits, and the Four Ds with Tommy Newberry
50:49 Feb 13, 2026
3
January Perspectives: Expectations vs. Forecasting
25:46 Jan 22, 2026
4
Tax-Efficient Charitable Planning with Fidelity Charitable’s Harrison Miller
44:59 Dec 22, 2025
5
November Perspectives: The Self-Healing Markets: Lessons from History, Behavior & Diversification
21:05 Dec 2, 2025
6
Investing with Taxes in Mind: A Conversation with Kacie Walsh of Dimensional
56:53 Nov 18, 2025
7
October Perspectives: Why Retirement Planning Is About Resilience, Not Certainty
9:03 Oct 30, 2025
8
Purpose-Driven Planning and the Last Paycheck with Rob Hoxton
34:12 Oct 10, 2025
9
Perspectives: Navigating Tax Changes and Opportunities Before Year-End
24:58 Sep 30, 2025
10
Carl Richards on Reimagining Wealth, One Sketch at a Time
26:57 Sep 3, 2025
11
Perspectives: Balancing Economic Concern with Rational Optimism
10:46 Aug 19, 2025
12
Funded Contentment and the Science of Better Financial Decisions with Neil Bage
52:28 Jul 22, 2025
13
June Perspectives: Rethinking Retirement in a Longevity Economy
15:24 Jul 2, 2025
14
Building Resilient Portfolios and Reducing Risk with Larry Swedroe
1:05:11 Jun 2, 2025
15
May Perspectives: 3 Mindset Shifts for Navigating Long-Term Investing
11:34 May 14, 2025
16
From Wall Street to Meaning: Rubin Miller on Investing, Education, and Purpose
1:03:39 Apr 30, 2025
17
Think Bigger Than the Headlines: Long-Term Investing Perspective
13:02 Apr 10, 2025
18
Answering the Call: Embracing Life’s Transitions with Ben Katt
48:24 Mar 21, 2025
19
Perspectives: Weathering the Storm — Smart Strategies for Uncertain Markets
12:17 Mar 5, 2025
20
Rethinking Portfolio Diversification with Phil Huber
1:12:05 Mar 4, 2025
21
February Perspectives
19:41 Feb 15, 2025
22
Understanding Risk Management with Hunter Ewing
49:11 Jan 16, 2025
23
Aligning Wealth with Purpose: Dr. Daniel Crosby on “The Soul of Wealth”
41:32 Dec 18, 2024
24
Navigating Midlife Transitions and Financial Empowerment with Sherry Finkel Murphy
48:24 Nov 13, 2024
25
Elections and Markets ?? with Apollo Lupescu, Vice President of Dimensional Fund Advisors
1:08:23 Oct 14, 2024
26
Financial Wellness and Purpose with James Grace
52:13 Sep 30, 2024
27
Unpacking Reverse Mortgages: Myths, Benefits, and Strategic Uses with Gabrielle Welter
44:11 Aug 23, 2024
28
Evidence-Based Investing with Larry Swedroe
1:10:41 Jul 25, 2024
29
Finding Purpose Beyond Financial Success with Paul Ollinger
44:06 Jun 20, 2024
30
Navigating Longevity and Place Planning for a Fulfilling Second Half ? with Guest Ryan Frederick
56:57 May 29, 2024
31
In the Zone ???? Harnessing Flow in Financial Advising with Dr. Jordan Hutchison
52:50 Apr 30, 2024
32
Mapping Joy ?? A Conversation on Travel, Career, and Embracing Life with Guest Rachael Levine
59:07 Mar 26, 2024
33
Love, Trust, and Money ? Strategies for Financial Harmony with guests Doug and Heather Boneparth
55:22 Feb 15, 2024
34
Investment Insights ?? A Conversation with Ben Felix, Co-Host the Rational Reminder Podcast
1:06:54 Jan 29, 2024
35
The Year-End Positive Focus: Finding Optimism Amidst Challenges
28:55 Dec 19, 2023
36
Year-End Tune-Up ? Financial Checklist Ideas for Different Life Stages with guest Mona Fahmy
50:00 Nov 20, 2023
37
Navigating the Wealth Management Landscape with Matt Reiner: From Family Business Dynamics to AI and Creative Space
41:06 Oct 19, 2023
38
A Deep Dive into Investing: From Human Capital to AI with Wes Crill of Dimensional Fund Advisors
51:53 Sep 19, 2023
39
Embracing an Investment Philosophy: Guiding Your Journey with Rationality and Resilience
42:13 Aug 22, 2023
40
From the Navy to Consultancy: Navigating Meaning and Success in your Second Act with guest Bruce Johnsen
35:53 Jun 15, 2023
41
Unlocking the Wisdom of the Dying: 8 Regrets of the Dying and 5 Keys to Living and Dying Regret-Free with Dr. Allen Hunt
38:37 May 11, 2023
42
Build A Portfolio That Assumes the Market is ”Right” with guest PWL Capital’s Cameron Passmore
42:20 Apr 17, 2023
43
Maximizing Social Security Benefits: Special guest Alicia Lipscomb shares her expertise to help navigate the program
36:32 Mar 10, 2023
44
How to Achieve ”Funded Contentment” in Your Life with guest Brian Portnoy
51:08 Jan 19, 2023
45
How to Create Significance in Your Second Half with guest Dick Gygi, Founding Partner of FUEL
44:19 Dec 21, 2022
46
Why Should I Care About the Medicare Annual Election Period? with Special Guest Chase Carey
40:53 Nov 8, 2022
47
How Should I Prepare for Open Enrollment? with Special Guests from BIS Benefits
38:42 Oct 26, 2022
48
Are you ready for the ”Big Four” transitions of aging?
30:16 Sep 1, 2022
49
”Hey Alexa, is the 60/40 portfolio dead?”
39:12 Aug 3, 2022
50
Why is Cyber Crime on the Rise and How Can You Protect Yourself?
43:02 Jul 7, 2022
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