47 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 • 5 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.

    Welcome to Flight 2022! Are you prepared to take off into the New Year?

    Welcome to Flight 2022! Are you prepared to take off into the New Year?

    For pilots, the pre-flight checklist is 100% mandatory. To be sure everything is in working order before takeoff, pilot and co-pilot work through a checklist verifying each step has been completed. From a financial perspective, a detailed pre-flight checklist is just as important. Listen in as Jeff details 5 key items you should check and crosscheck before takeoff on December 31!


    To view in video format with visual exhibits: bit.ly/3oyf22I

    • 27 min
    How to become more empowered and rational as an investor--with special guest Dr. Daniel Crosby

    How to become more empowered and rational as an investor--with special guest Dr. Daniel Crosby

    “Humans are wired to act; markets tend to reward inaction.”
    ― Daniel Crosby, The Behavioral Investor


     


    On today's episode of Money & Meaning, psychologist, behavioral finance expert, and New York Times best-selling author Dr. Daniel Crosby joins Jeff again to discuss the four consistent types of behavioral risk (ego, emotion, conservatism, and attention) and how they impact investment decision-making. He points to goals-based investing as one way to bring about positive behavior. Listen in to Jeff and Daniel describe additional techniques you can use to become a more rational investor!

    • 36 min
    Why Do You Need An Investment Philosophy?

    Why Do You Need An Investment Philosophy?

    "The important thing about an investment philosophy is that you have one you can stick with." David Booth, Co-Founder, Dimensional Fund Advisors


     


    What is an investment philosophy and why does it matter? In this month's episode, Jeff tackles the fundamentals of a solid investment philosophy: faith in the capital markets, patience, and a disciplined approach. He shares practical considerations to develop your own investing process using the 6 pillars of TandemGrowth's investment philosophy. Click here for the 6 pillars of the investment journey to financial freedom.

    • 29 min
    Purpose-Driven Burnout: Who Needs a Day Off When You‘re Not Really Working?

    Purpose-Driven Burnout: Who Needs a Day Off When You‘re Not Really Working?

    It has been said "if you do what you love, you'll never work a day in your life." In this month's episode, Jeff discusses how this advice is not always true - how passion can become a double-edged sword. As he works with clients to uncover what matters most to them, it's important to recognize if passion has led to burnout. Are you feeling the signs of burnout? Listen in to the episode to find out why certain sectors, more specifically purpose-driven work, put employees at increased risk of burnout, how to recognize it, and what you can do to address it.

    • 16 min
    Evidence-Based Investing: What Is It?

    Evidence-Based Investing: What Is It?

    Join Jeff he as welcomes back special guest Jake DeKinder, CFA, Head of Client Communication with Dimensional Fund Advisors. They provide a primer on the concept of "evidence-based investing" and discuss how Dimensional evolves and constantly tests its own assumptions as many wonder "is the world different now?". What are Dimensional's views on potential tax increases, ETFs vs mutual funds, asset allocation, and implementation?

    • 24 min
    3 Top Questions from Investors Answered

    3 Top Questions from Investors Answered

    Is it time to panic about inflation? In this low yield, rising rate environment, should I even own bonds? As a long-term investor, should I invest in cryptocurrency?


    As we enter the halfway point of 2021, TandemGrowth recognizes three themes in recent investor questions: inflation, interest rates, and crypto. Join Jeff as he welcomes special guest Jake DeKinder, CFA, Head of Client Communication with Dimensional Fund Advisors. Jake touches on how they address these topics with their investors as well as how you can think about these topics as they relate to your portfolio.

    • 24 min

Customer Reviews

5.0 out of 5
5 Ratings

5 Ratings

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.

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