The Money and Meaning Show

What 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 exper...

Is 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.

If 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 Medic...

Do 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.

This 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.

When 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...

Giving 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 t...

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, o...

One 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...

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 mana...

Does 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 dec...

Often, 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, musc...

Every 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.

Things 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?”

In 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.

Every 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 co...

There 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 c...

However 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...

What 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.

If 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.

In 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...

Are 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.

It’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.

It’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.

No 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.