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, behavioral science, and the pursuit of “funded contentment” intersect in personal finance. Neil shares his journey, the mission of Shaping Wealth, and frameworks like Ikigai to help individuals live more meaningful financial lives. A must-listen for advisors and investors alike addressing life’s transitions.
 
Topics covered:

Neil Bage's career path from sports science to behavioral finance
The founding and mission of Shaping Wealth
The concept of “funded contentment” and what it means in practice
How neuroscience supports the pursuit of a meaningful life
The Japanese concept of Ikigai and its application in discovering purpose
Why the human brain is poorly equipped for modern financial decision-making
Behavioral tendencies and the challenges of delayed gratification
The dangers of overstimulation and decision overload
Misconceptions about “irrational” investor behavior
The powerful role of financial advisors in reducing cognitive stress
Brain scan research that validates the benefits of quality advice
The emotional and relational value of guidance in uncertain markets



Useful Links:

Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/
Neil Bage on LinkedIn: https://uk.linkedin.com/in/neilbage
Shaping Wealth: https://www.shapingwealth.com/
TandemGrowth Financial Advisors: https://www.tandemgrowth.com/

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