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Hosted by moneyandmeaning · 🇺🇸 US · EN · 100 episodes
Established thought leaders with verified media credentials.
Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, and personal development to help you navigate your path to a purposeful retirement.
moneyandmeaning hosts The Money and Meaning Show, a business show with 100 episodes published.
In this episode of Money & Meaning, Jeff Bernier speaks with entrepreneur and investor John Hutchinson, founder of Care Counseling and host of The Nuance Effect podcast. John shares his journey of building and exiting a
Retirement is often viewed as a financial milestone. But what if one of its greatest challenges has little to do with money? In this episode of Money & Meaning Perspectives , Jeff Bernier explores the transition from ach
In this episode of Money & Meaning, host Jeff Bernier is joined by Dr. Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth. They examine retirement as more than a financial milestone, focusing on
In this episode of Money & Meaning, Jeff Bernier speaks with Peter Nakada, Chief Education Officer at Stone Ridge Asset Management, about alternative investments and the role they can play in building more resilient reti
In this episode of Money & Meaning , Jeff Bernier examines a recent discussion from The Rational Reminder podcast that challenges the common belief that stocks are always safe if held long enough. Jeff explores how marke
In this episode of Money & Meaning, Jeff Bernier is joined by Jason Lina, Founder of Golden Bell Financial Planning. Together, they discuss how thoughtful financial planning goes beyond numbers and why clarity, simplicit
In this episode of Money & Meaning, Jeff Bernier examines how geopolitical conflict influences oil and gasoline prices, drawing on perspectives from economist John Cochrane and JPMorgan’s Michael Cembalest. He explains h
In this episode of Money & Meaning, Jeff Bernier reflects on a recent client conversation sparked by a Wall Street Journal article about an AI “tsunami.” Jeff examines the tension between AI as transformative breakthroug
In this episode of Money & Meaning, host Jeff Bernier talks with Tommy Newberry —executive coach, Wall Street Journal and New York Times best-selling author, and founder of The 1% Club and head coach of Tommy Newberry Co
In this perspectives episode of Money & Meaning, Jeff Bernier challenges the value of short-term market forecasts and urges listeners to focus instead on long-term financial planning. Drawing from recent blog posts and r
In this episode of Money & Meaning, host Jeff Bernier speaks with Harrison Miller, Charitable Planning Consultant at Fidelity Charitable—the nation's largest grant maker. They explore how donor-advised funds offer famili
In this solo episode of Money & Meaning, Jeff Bernier explores how markets have a built-in ability to self-correct, a concept informed by his conversations with longtime colleague Larry Swedroe. Jeff ties together resear
In this episode of Money & Meaning, host Jeff Bernier speaks with Kacie Walsh, Vice President at Dimensional Fund Advisors. They explore Dimensional’s evolving toolkit of tax-focused investment solutions designed to help
In this episode of Money & Meaning, Jeff Bernier connects 17th-century philosophy with modern financial planning. Using Blaise Pascal’s wager as a framework, Jeff examines how retirement planning isn’t about certainty—bu
In this episode of Money & Meaning, host Jeff Bernier welcomes Rob Hoxton, founder of Hoxton Planning & Management and host of the Last Paycheck podcast. Rob shares his journey from aspiring minister to financial planner
In this Perspectives episode of Money & Meaning, host Jeff Bernier explores key year-end tax planning strategies shaped by recent legislation. He breaks down thresholds, deductions, and opportunities to optimize charitab
In this episode of Money & Meaning, host Jeff Bernier speaks with Carl Richards, certified financial planner and creator of the New York Times "Sketch Guy" column. Carl discusses his newest book, Your Money: Reimagining
In this episode of Money & Meaning: Perspectives, host Jeff Bernier explores the tension between recognizing serious economic headwinds—such as massive government debt, rising interest rates, and a shifting global financ
In this episode of Money & Meaning, host Jeff Bernier welcomes Neil Bage, co-founder of Shaping Wealth, for a wide-ranging conversation on the human side of financial decision-making. They explore how neuroscience, behav
In this episode of Money & Meaning, host Jeff Bernier reflects on the passing of his father—his personal “George Bailey”—and explores the implications of living longer in today's evolving retirement landscape. Jeff outli
Carl Richards
certified financial planner, The New York Times Sketch Guy, author of Your Money: Reimagining Wealth in 101 Simple Sketches · Podcast Solutions Made Simple
2 appearances on this show
Neil Bage
Chief Behavioural Officer · Shaping Wealth
1 appearance on this show
Ben Katt
author, meditation teacher, spiritual coach
1 appearance on this show
Phil Huber
Managing Director and head of portfolio solutions · Cliffwater
1 appearance on this show
Dr. Daniel Crosby
psychologist, behavioural finance expert, New York Times bestselling author · Orion Advisor Solutions
3 appearances on this show
Sherry Finkel Murphy
CFP®, ChFC®, RICP®, creator of Madrina Molly™
1 appearance on this show
Apollo Lupescu
Vice President · Dimensional Fund Advisors
1 appearance on this show
Paul Ollinger
1 appearance on this show
Ryan Frederick
author of Right Place, Right Time: The Ultimate Guide to Choosing a Home for the Second Half of Life · Fierce Parenting
1 appearance on this show
Doug Boneparth
Bone Fide Wealth
1 appearance on this show
Heather Boneparth
Director of Business and Legal Affairs · Bone Fide Wealth
1 appearance on this show
Matt Reiner
Managing Partner · Capital Investment Advisors
1 appearance on this show
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The Money and Meaning Show is hosted by moneyandmeaning. The show is categorised under business (investing) and has published 100 episodes.
The Money and Meaning Show has published 100 episodes.
The Money and Meaning Show regularly covers business, investing. It sits in the business category, with a investing focus.
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