Money & Meaning
The Money & Meaning Show
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.
Season 2/Episode 2:
Exploring your "Retirementality" with special guest Mitch Anthony
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.
Season 2/Episode 1:
Understanding the (wild and crazy) capital markets heading into 2019
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 (click here to register), 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.
Season 1/Episode 12:
Things that make you go “Hmmm” with special guest David Hultstrom
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 and far into the future.
Season 1/Episode 11:
Rethinking capital market assumptions to create an optimal (not perfect!) portfolio
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.
Season 1/Episode 10:
If I died tonight: Planning for the financial impact of the unplanned
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.
Season 1/Episode 9:
The path to evidence-based investment planning
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.
Season 1/Episode 8:
Trust the process: Creating predictability in an unpredictable world
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.
Season 1/Episode 7:
Creating a life of greater joy: Introducing Jeff Spadafora and ‘The Joy Model’
Building a concrete vision of your end game is really the only way to create meaningful change in your life. In today’s episode of Money & Meaning, Jeff welcomes special guest Jeff Spadafora, a Christian life coach and author The Joy Model. Jeff shares his own path toward meaning and offers insights on how to build a life of greater joy.
Season 1/Episode 6:
Fostering healthy investor behavior using an evidence-based approach
It’s often said that investors who fail to reach their goals do so not because of what their investments do, but what they do to their investments. In today’s episode of Money & Meaning, Jeff reveals how an evidence-based investment approach encourages healthier investor behavior and, ultimately, improves the potential for a rising income stream over time.
Season 1/Episode 5:
Uncovering your unique abilities to create a purpose-filled life
Your unique abilities are found in places where passion, excellence, and the ability to serve others intersect. But recognizing that confluence when it happens is often easier said than done. In today’s episode of Money & Meaning, Jeff walks through processes and tools that can help you excavate and identify your greatest strengths.
Season 1/Episode 4:
Tax-efficient charitable giving: Using “free bridges” to support your personal gifting strategy
For many people, charitable giving is vital to Money & Meaning. In today’s episode, Jeff shares how the new tax law’s “free bridges” can be used to preserve your capital resources and align your gifting strategy with your personal values.
Season 1/Episode 3:
What are your great goals in life?
Great financial planning is much broader than investing alone. In today's episode of Money & Meaning, Jeff asks, "What are your great life goals?" and then shares how allocating your limited resources to support your goals can drive a better, more personalized financial plan.
Season 1/Episode 2:
Putting First Things First: 4 Questions to Help You Uncover What Matters Most
Understanding what truly matters most in our own lives is rarely as obvious as we’d like to think. In today’s episode of Money & Meaning, Jeff walks through the 4 key questions that can help ensure that the “things that matter most are never at the mercy of the things that matter least.”
Season 1/Episode 1:
It’s a Wonderful Life: Jeff’s Journey & the legacy of George Bailey
Being authentic in life is critical to achieving your goals. Jeff shares how his personal experiences have led him to his current philosophy and why, after three decades as a financial planner, he believes that aligning your values and your resources should be every investor’s number-one goal.