The Money and Meaning Show

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 i...

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 anecdot...

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...

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 l...

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...

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 jou...

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....

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 alterna...

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 nex...

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 creati...

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 in...

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...

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...

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 e...

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 econ...

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 ab...

Host 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 h...

Host 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...

In 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 pow...

In 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...

Join 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,...

In 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 enou...

Navigating 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...

In 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 "...

Are 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 imp...