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.
Publishes | Monthly | Episodes | 95 | Founded | 7 years ago |
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Number of Listeners | Categories | BusinessInvesting |
In this episode of Money & Meaning, host Jeff Bernier welcomes Rob Hoxton, founder of Hoxton Planning & Management and host of the Last Paycheck podcast. Rob shares his journey from aspiring minister to financial planner, exploring how life experienc... more
In this Perspectives episode of Money & Meaning, host Jeff Bernier explores key year-end tax planning strategies shaped by recent legislation. He breaks down thresholds, deductions, and opportunities to optimize charitable giving—particularly through... more
In this episode of Money & Meaning, host Jeff Bernier speaks with Carl Richards, certified financial planner and creator of the New York Times "Sketch Guy" column. Carl discusses his newest book, Your Money: Reimagining Wealth in Simple Sketches, a c... more
In this episode of Money & Meaning: Perspectives, host Jeff Bernier explores the tension between recognizing serious economic headwinds—such as massive government debt, rising interest rates, and a shifting global financial system—and maintaining a p... more
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So much good advice and wisdom from a money manager who truly cares about his clients and their well being. Jeff has a way of making financial waters easy to navigate.
Every episode teaches me something. Jeff Bernier is a wise and articulate host. Highly recommended. I’m looking forward to the release of his book.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #48 |
Listeners, social reach, demographics and more for this podcast.
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The Money and Meaning Show launched 7 years ago and published 95 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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