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The Money and Meaning Show
The Money and Meaning Show
moneyandmeaning

Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, and personal development... more

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Episodes

June Perspectives: Rethinking Retirement in a Longevity Economy

In this episode of Money & Meaning, host Jeff Bernier reflects on the passing of his father—his personal “George Bailey”—and... more

02 Jul 2025 · 15 minutes
Building Resilient Portfolios and Reducing Risk with Larry Swedroe

In this episode of Money & Meaning, host Jeff Bernier welcomes back Larry Swedroe, author, consultant, and former Director of... more

02 Jun 2025 · 1 hour, 5 minutes
May Perspectives: 3 Mindset Shifts for Navigating Long-Term Investing

In this short-form edition of the Money & Meaning Show, Jeff Bernier shares a perspective on simplifying investment thinking during... more

14 May 2025 · 11 minutes
From Wall Street to Meaning: Rubin Miller on Investing, Education, and Purpose

In this episode of Money & Meaning, host Jeff Bernier speaks with Rubin Miller, founder and Chief Investment Officer of... more

30 Apr 2025 · 1 hour, 3 minutes
Think Bigger Than the Headlines: Long-Term Investing Perspective

In this Perspectives episode 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
The Money and Meaning Show
June Perspectives: Rethinking Retirement in a Longevity Economy
The Money and Meaning Show
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