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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Getting rational: Lessons from Hans Rosling on how real data about the real world can drive better investment decisions 13/06/2019
Millennials and Money: Special guest Cam Marston shares how to talk money with your next generation 14/05/2019
The true cost of ‘certainty’ when investing for the future 15/04/2019
Achieve life-long financial freedom by creating an income stream that can actually rise in retirement 15/03/2019
Exploring your "Retirementality" with special guest Mitch Anthony 15/02/2019
Understanding the (wild and crazy) capital markets heading into 2019 14/01/2019
Things that make you go "Hmmm" with special guest David Hultstrom 14/12/2018
Rethinking capital market assumptions to create an optimal (not perfect!) portfolio 15/11/2018
If I died tonight: Planning for the financial impact of the unplanned 23/10/2018
The path to evidence-based investment planning 12/09/2018
Trust the process: Creating predictability in an unpredictable world 14/08/2018
Creating a life of greater joy: Introducing Jeff Spadafora and ‘The Joy Model’ 25/07/2018
Fostering healthy investor behavior using an evidence-based approach 14/06/2018
Uncovering your unique abilities to create a purpose-filled life 17/05/2018
Tax-efficient charitable giving: Using “free bridges” to support your personal gifting strategy 18/04/2018
What are your great goals in life? 14/03/2018
Putting First Things First: 4 Questions to Help You Uncover What Matters Most 05/02/2018
It’s a Wonderful Life: Jeff’s Journey & the legacy of George Bailey 21/01/2018
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