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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 to help you navigate your path to a purposeful retirement.

PublishesMonthlyEpisodes95Founded7 years ago
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BusinessInvesting

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Artwork for The Money and Meaning Show

Latest Episodes

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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Reviews

5.0 out of 5 stars from 7 ratings
  • Sound advice in every episode

    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.

    Apple Podcasts
    5
    blakesterb
    United States4 years ago
  • Highly recommended

    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.

    Apple Podcasts
    5
    Timoleonv
    United States4 years ago

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Which podcasts are similar to The Money and Meaning Show?

These podcasts share a similar audience with The Money and Meaning Show:

1. The Rational Reminder Podcast
2. The Long View
3. Bogleheads On Investing Podcast
4. The Meb Faber Show - Better Investing
5. The Rob Berger Show

How many episodes of The Money and Meaning Show are there?

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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