70 episodes

Join Jeff Bernier each month as he shares 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

    • Business
    • 5.0 • 7 Ratings

Join Jeff Bernier each month as he shares insights and real-world strategies to help you gain the confidence and freedom to live a life of personal significance.

    Love, Trust, and Money 💑 Strategies for Financial Harmony with guests Doug and Heather Boneparth

    Love, Trust, and Money 💑 Strategies for Financial Harmony with guests Doug and Heather Boneparth

    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 distraction-free discussions, ensuring both partners have the space to express their thoughts and feelings about finances without interruptions.
    ➕ Contribution: Recognize and honor each other's contributions to the relationship, going beyond financial aspects to include personal contributions and household responsibilities.
    🛠️ Collaboration: Establish transparency by understanding where money is coming from and going, utilizing tools like net worth tables and budgeting spreadsheets to facilitate productive conversations about financial decisions.
    ⏰ Consistency: Commit to regular check-ins, ideally on a quarterly basis, to review changes in net worth, spending habits, and overall financial goals, fostering long-term financial health and relationship strength.
    ----more----Check out Doug and Heather's book 📙 https://bonefidewealth.com/millennial-money-fix/
    Check out Jeff's book 📗 https://www.jeffbernierauthor.com/
    ----more----
    Interested in knowing more about TandemGrowth Financial Advisors? 🪴https://www.tandemgrowth.com/
     

    • 55 min
    Investment Insights 🗣️ A Conversation with Ben Felix, Co-Host the Rational Reminder Podcast

    Investment Insights 🗣️ A Conversation with Ben Felix, Co-Host the Rational Reminder Podcast

    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 excellent starting point for most investors. The conversation also explores the nuances of differentiating from the market—a point of contention among experts.
    Furthermore, they discuss Professor Scott Cederberg whose research focuses on the long-horizon performance of a range of asset classes and investment types and what the implications may be for retail investors, challenging conventional wisdom that stocks always outperform in the long run and advocating for global diversification.
    Ben Felix shares insights from interviews with retirement experts, highlighting the importance of embracing uncertainty as investors. Jeff and Ben highlight the role of financial advisors in helping clients navigate uncertainty, creating portfolios aligned with their goals, and providing reassurance during market downturns. The discussion underscores that the art of financial planning and advisory services and how it complements the scientific analysis of asset allocation, as clients' trust and the ability to stick with a chosen strategy are crucial factors in long-term success.
     
    #Investing #EvidenceBasedInvesting #LongTermInvesting

    • 1 hr 6 min
    The Year-End Positive Focus: Finding Optimism Amidst Challenges

    The Year-End Positive Focus: Finding Optimism Amidst Challenges

    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 economic growth, poverty reduction, increased life expectancy, and more.
    Jeff encourages listeners to adopt a rational optimism mindset and reflects on how focusing on the positive can inspire personal growth and a sense of purpose. This episode serves as a refreshing reminder to appreciate the progress we've made and look forward to the opportunities that lie ahead in 2024.

    • 28 min
    Year-End Tune-Up 🔧 Financial Checklist Ideas for Different Life Stages with guest Mona Fahmy

    Year-End Tune-Up 🔧 Financial Checklist Ideas for Different Life Stages with guest Mona Fahmy

    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 about items to review at year end related to open enrollment, tax efficiency, healthcare, charitable giving, cash flow, portfolio management, estate planning, and more!
    🎧 Listen to the episode on your favorite podcast provider or download the episode by clicking here..
    📽️ Watch the full episode on YouTube by clicking here.
    TandemGrowth Financial Advisors (“TandemGrowth”), a registered investment adviser, is providing this podcast which is intended for general educational purposes and is not personalized investment advice.
     
    #financialplanningchecklist #financialreview
     

    • 50 min
    Navigating the Wealth Management Landscape with Matt Reiner: From Family Business Dynamics to AI and Creative Space

    Navigating the Wealth Management Landscape with Matt Reiner: From Family Business Dynamics to AI and Creative Space

    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 his personal experiences and lessons learned from working in a family business. 
    Finding a financial advisor: Learn how to trust your instincts and build a relationship that's based on trust, comfort, and authenticity. The authentic culture of a firm will ooze from its employees.
    Are financial advisors at risk of being replaced by AI? Jeff and Matt discuss how AI is transforming the industry and why the human touch remains invaluable. They explore the evolving value proposition of financial advisors and how AI can ultimately benefit clients.
    Creating space for creativity: Being purposeful with time and allowing oneself to become bored can be helpful for fostering creativity. Matt encourages maintaining a constant level of curiosity and looking beyond one's immediate field of expertise to gain new perspectives and ideas.
    Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™, and partner at Capital Investment Advisors, a RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, a RIA that deals with the investment needs of the mass affluent.
     
    Jeff Bernier is a CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant, and President of TandemGrowth Financial Advisors, LLC a RIA in Alpharetta, GA. He has been providing personalized financial advice to individuals and families since 1986. Jeff is the author of The Money & Meaning Journey: A guide to clarity, financial confidence, and joy.

    • 41 min
    A Deep Dive into Investing: From Human Capital to AI with Wes Crill of Dimensional Fund Advisors

    A Deep Dive into Investing: From Human Capital to AI with Wes Crill of Dimensional Fund Advisors

    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 risk profile change throughout our lives
    🌟 Exploring the fundamentals of factor investing, the characteristics associated with higher expected returns, and how to determine how far to tilt
    🪙 Delving into the world of fixed income, its relevance when cash is yielding nearly 5%, and discussing strategies to manage different types of risks with it
    🤖 Wes's intriguing perspective on Artificial Intelligence and its potential impact (or lack thereof) on capital markets and investment strategies.
    #MoneyAndMeaning #InvestmentInsights #FactorInvesting #ArtificialIntelligence #FinancialIntelligence
    Dimensional Fund Advisors, founded in 1981, has a long history of applying academic research to practical investing. They offer a full range of equity and fixed income strategies designed to target higher expected returns. Learn more by clicking here.
     
    TandemGrowth Financial Advisors, founded in 2003, offers you a big advantage: an on-call financial advisor who will get to know you and collaborate with you. TandemGrowth believes the high value they place on client relationships sets them apart from other investment advisors. Together, you and TandemGrowth can create a customized financial strategy and they'll be there to help navigate all of life’s financial choices. Learn more by clicking here.
     
     

    • 51 min

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

blakesterb ,

Sound advice in every episode

So much good advice and wisdom from a money manager who truly cares about his clients and their well being. Jeff has a way of making financial waters easy to navigate.

Timoleonv ,

Highly recommended

Every episode teaches me something. Jeff Bernier is a wise and articulate host. Highly recommended. I’m looking forward to the release of his book.

Top Podcasts In Business

The Ramsey Show
Ramsey Network
Money Rehab with Nicole Lapin
Money News Network
The Diary Of A CEO with Steven Bartlett
DOAC
NerdWallet's Smart Money Podcast
NerdWallet Personal Finance
Planet Money
NPR
The Money Mondays
Dan Fleyshman

You Might Also Like

Bogleheads On Investing Podcast
bogleheads
Retirement Starts Today
Benjamin Brandt CFP®, RICP®
Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
ChooseFI
ChooseFI
The Indicator from Planet Money
NPR
Ready For Retirement
James Conole, CFP®