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The Money and Meaning Show
The Money and Meaning Show
moneyandmeaning

Join Jeff Bernier, CFP®, ChFC, CFS and guests each month as they share insights and real-world strategies to help you gain the... more

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Episodes

Perspectives: Avoid "Line Item" Thinking

In this Perspective Broadcast of the Money & Meaning Show, Jeff Bernier explores how long-term investors can maintain confidence amid... more

10 Apr 2025 · 13 minutes
Answering the Call: Embracing Life’s Transitions with Ben Katt

In this episode of Money & Meaning, host Jeff Bernier welcomes Ben Katt, author of The Way Home: Discovering the... more

21 Mar 2025 · 48 minutes
Perspectives: Weathering the Storm — Smart Strategies for Uncertain Markets

In this Perspectives episode of Money & Meaning, host Jeff Bernier shares insights on handling uncertainty during challenging times. Reflecting... more

05 Mar 2025 · 12 minutes
Rethinking Portfolio Diversification with Phil Huber

In this episode of Money & Meaning, host Jeff Bernier welcomes Phil Huber, Managing Director and Head of Portfolio Solutions... more

04 Mar 2025 · 1 hour, 12 minutes
February Perspectives

In this special "Money & Meaning Perspectives" episode, host Jeff Bernier shares key insights from recent readings and market trends... more

15 Feb 2025 · 19 minutes
Understanding Risk Management with Hunter Ewing

In this episode of Money & Meaning, host Jeff Bernier interviews Hunter Ewing, co-founder and director of Private Lines Insurance... more

16 Jan 2025 · 49 minutes
Aligning Wealth with Purpose: Dr. Daniel Crosby on “The Soul of Wealth”

In this episode of Money & Meaning, host Jeff Bernier welcomes back Dr. Daniel Crosby, a New York Times bestselling... more

18 Dec 2024 · 41 minutes
Navigating Midlife Transitions and Financial Empowerment with Sherry Finkel Murphy

In this episode of Money & Meaning, host Jeff Bernier sits down with Sherry Finkel Murphy, founder and CEO of... more

13 Nov 2024 · 48 minutes
Elections and Markets 🗳️ with Apollo Lupescu, Vice President of Dimensional Fund Advisors

In this episode of the Money & Meaning Show, host Jeff Bernier welcomes Apollo Lupescu, Vice President of Dimensional Fund... more

14 Oct 2024 · 1 hour, 8 minutes
Financial Wellness and Purpose with James Grace

In this episode of Money & Meaning, host Jeff Bernier talks with James Grace, Director of Wealth Management at Silver... more

30 Sep 2024 · 52 minutes
The Money and Meaning Show
Rethinking Portfolio Diversification with Phil HuberRethinking Portfolio Diversification with Phil HuberRethinking Portfolio Diversification with Phil HuberRethinking Portfolio Diversification with Phil Huber
The Money and Meaning Show
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Listen now on

Apple Podcasts
Spotify
Overcast
Podcast Addict
Pocket Casts
Castbox
Podbean
iHeartRadio
Player FM
Podcast Republic
Castro
RSS

Description

In this episode of Money & Meaning, host Jeff Bernier welcomes Phil Huber, Managing Director and Head of Portfolio Solutions at Cliffwater.... more