moneyandmeaning
The Money and Meaning ShowEpisodes
Episodes of The Money and Meaning Show
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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 t
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 l
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 serve
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 se
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 yo
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 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 present
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 we
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 th
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! T
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 G
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 re
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 Quart
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
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 Ad
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 th
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 n
In 2022, during the period between October 15 and December 7, Medicare open enrollment, also known as the annual election period, occurs. The many Medicare options and decisions can often cause confusion among those approaching 65.In today's e
Jeff Bernier, CFP®, ChFC, CFS welcomes BIS Benefits, a Georgia company serving businesses for over 24 years to help develop benefit plans, President Ray Bachman and Account Manager John Schmidt. Ray and John share what you should think about as
In today's episode, host Jeff Bernier, CFP®, ChFC, CFS is joined by Carolyn McClanahan, M.D., CFP® to discuss a sometimes difficult topic: preparing financially, emotionally, and physically for aging.Carolyn's unique background offers her a
In today's episode, Jeff discusses a potpourri of topics related to bonds and the current market environment:the role of bonds in portfoliospossibility of higher correlations between stocks and bondsshares views on a currently popular questi
Host Jeff Bernier, CFP®, ChFC, CFS welcomes guest Steven Ryder, President and Founder of True North Networks, LLC, a firm providing IT Support such as technical help-desk support, computer support, and consulting to small and medium-sized busin
In today's episode, host Jeff Bernier, CFP®, ChFC, CFS focuses on providing perspective during these uneasy times of inflation, rising rates, and volatility. Over a lifetime of investing, it is his belief that investor behavior is the dominant
For parents and grandparents of children with a disability, planning for their needs can often be frustrating and overwhelming. On today's episode, Jeff welcomes special guests attorneys Heather Nadler and Laura Akins Smith from Nadler Biernath
Some believe the feeling of financial confidence or the benefits of a financial planner can only apply to the later phases of life. In today's episode, Jeff welcomes Wealth Advisor Mona Fahmy, MBA, CFS, AIF® to the show. Mona discusses the proc
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