The Money and Meaning Show
Join Jeff Bernier, CFP®, ChFC, CFS each month as he shares insights and real-world strategies to help you gain the confidence and freedom to live a life of personal significance. moneyandmeaning.podbean.com
🎧 Podcast episodes
Listen to 62 episodes
42
minutes
·
1 month ago
Build A Portfolio That Assumes the Market is ”Right” with guest PWL Capital’s Cameron Passmore
51
minutes
·
4 months ago
How to Achieve ”Funded Contentment” in Your Life with guest Brian Portnoy
44
minutes
·
5 months ago
How to Create Significance in Your Second Half with guest Dick Gygi, Founding Partner of FUEL
41
minutes
·
6 months ago
Why Should I Care About the Medicare Annual Election Period? with Special Guest Chase Carey
39
minutes
·
7 months ago
How Should I Prepare for Open Enrollment? with Special Guests from BIS Benefits
36
minutes
·
1 year ago
How to become more empowered and rational as an investor--with special guest Dr. Daniel Crosby
17
minutes
·
1 year ago
Purpose-Driven Burnout: Who Needs a Day Off When You‘re Not Really Working?
38
minutes
·
2 years ago
What You Need to Know About Recent Tax Changes and How Tax Planning Can Impact Your Financial Plan
37
minutes
·
2 years ago
What Does a Mortgage Loan Officer Think About Debt and if Now is a Good Time to Refinance
42
minutes
·
2 years ago
Navigating the complexities of Medicare with special guest Melinda Caughill
41
minutes
·
3 years ago
How to Reclaim Your Time and Live a Happier Life with Dr. Ashley Whillans
36
minutes
·
3 years ago
Tax-advantaged gifting strategies—with special guests Boyd Bailey and Rachel Watson
34
minutes
·
3 years ago
The Power of Decisions: Moulaye Niang’s path from star athlete to valued portfolio advisor
25
minutes
·
3 years ago
The Experience Transformer: Turning every experience into a learning experience
34
minutes
·
4 years ago
Millennials and Money: Special guest Cam Marston shares how to talk money with your next generation
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