31 episodes

Join Jeff Bernier and host Mike Bernard each month as we share insights and real-world strategies to help you gain the confidence and freedom to live a life of personal significance.

The Money and Meaning Show moneyandmeaning

    • Investing
    • 5.0, 3 Ratings

Join Jeff Bernier and host Mike Bernard each month as we share insights and real-world strategies to help you gain the confidence and freedom to live a life of personal significance.

    Investment Update for Midyear 2020

    Investment Update for Midyear 2020

    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.

    • 36 min
    Navigating the complexities of Medicare with special guest Melinda Caughill

    Navigating the complexities of Medicare with special guest Melinda Caughill

    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 Medicare guidance software.
     

    • 41 min
    How to Reclaim Your Time and Live a Happier Life with Dr. Ashley Whillans

    How to Reclaim Your Time and Live a Happier Life with Dr. Ashley Whillans

    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.

    • 40 min
    Take the opportunity to carve out time for Deep Work

    Take the opportunity to carve out time for Deep Work

    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.

    • 28 min
    The impact of the SECURE Act on your retirement savings

    The impact of the SECURE Act on your retirement savings

    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 to use the SECURE Act to your advantage to protect your retirement savings and support multi-generational planning.

    • 22 min
    Tax-advantaged gifting strategies—with special guests Boyd Bailey and Rachel Watson

    Tax-advantaged gifting strategies—with special guests Boyd Bailey and Rachel Watson

    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 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.

    • 36 min

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