The Money and Meaning Show

The Money and Meaning Show

Por: moneyandmeaning
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.
98 episodios disponibles

Latest episodes of the podcast The Money and Meaning Show

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Elections and Markets 🗳️ with Apollo Lupescu, Vice President of Dimensional Fund Advisors 14/10/2024
Financial Wellness and Purpose with James Grace 30/09/2024
Unpacking Reverse Mortgages: Myths, Benefits, and Strategic Uses with Gabrielle Welter 23/08/2024
Evidence-Based Investing with Larry Swedroe 25/07/2024
Finding Purpose Beyond Financial Success with Paul Ollinger 20/06/2024
Navigating Longevity and Place Planning for a Fulfilling Second Half 📌 with Guest Ryan Frederick 29/05/2024
In the Zone 🧘‍♂️ Harnessing Flow in Financial Advising with Dr. Jordan Hutchison 30/04/2024
Mapping Joy 🗺️ A Conversation on Travel, Career, and Embracing Life with Guest Rachael Levine 26/03/2024
Love, Trust, and Money 💑 Strategies for Financial Harmony with guests Doug and Heather Boneparth 15/02/2024
Investment Insights 🗣️ A Conversation with Ben Felix, Co-Host the Rational Reminder Podcast 29/01/2024
The Year-End Positive Focus: Finding Optimism Amidst Challenges 19/12/2023
Year-End Tune-Up 🔧 Financial Checklist Ideas for Different Life Stages with guest Mona Fahmy 20/11/2023
Navigating the Wealth Management Landscape with Matt Reiner: From Family Business Dynamics to AI and Creative Space 19/10/2023
A Deep Dive into Investing: From Human Capital to AI with Wes Crill of Dimensional Fund Advisors 19/09/2023
Embracing an Investment Philosophy: Guiding Your Journey with Rationality and Resilience 22/08/2023
From the Navy to Consultancy: Navigating Meaning and Success in your Second Act with guest Bruce Johnsen 15/06/2023
Unlocking the Wisdom of the Dying: 8 Regrets of the Dying and 5 Keys to Living and Dying Regret-Free with Dr. Allen Hunt 11/05/2023
Build A Portfolio That Assumes the Market is ”Right” with guest PWL Capital’s Cameron Passmore 17/04/2023
Maximizing Social Security Benefits: Special guest Alicia Lipscomb shares her expertise to help navigate the program 10/03/2023
How to Achieve ”Funded Contentment” in Your Life with guest Brian Portnoy 19/01/2023
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