The Money and Meaning Show
moneyandmeaningJoin 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 | 100 | Founded | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
In this episode of Money & Meaning, host Jeff Bernier is joined by Dr. Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth. They examine retirement as more than a financial milestone, focusing on the shift in identity, purpose... more
In this Perspective episode of Money & Meaning, Jeff Bernier examines one of the most common questions investors ask: whether they’re missing out by not owning the latest high-profile stock or IPO. Using examples ranging from railroads and the teleco... more
In this episode of Money & Meaning, Jeff Bernier speaks with Peter Nakada, Chief Education Officer at Stone Ridge Asset Management, about alternative investments and the role they can play in building more resilient retirement portfolios. They examin... more
In this episode of Money & Meaning, Jeff Bernier examines a recent discussion from The Rational Reminder podcast that challenges the common belief that stocks are always safe if held long enough. Jeff explores how market downturns often force investo... more
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- 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 Podcasts5blakesterb
United States5 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 Podcasts5TimoleonvUnited States5 years ago
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Frequently Asked Questions About The Money and Meaning Show
What is The Money and Meaning Show about and what kind of topics does it cover?
Conversations center on prudent wealth management, retirement resilience, and purposeful living. Across episodes, listeners hear practical guidance on diversifying beyond traditional assets with risk-aware strategies, tax-efficient planning, and charitable giving, all anchored by a steady, long-horizon approach to investing. Guests span seasoned advisors, economists, and authors who blend financial outcomes with meaning, habits, and design for a fulfilling retirement. The show often emphasizes behavioral insights, scenario planning, and real-world frameworks you can apply when building a resilient, values-aligned financial plan. A notable strength is tying complex topics—like tax efficiency, donor-advised funds, and true alternative investm... more
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How many listeners does The Money and Meaning Show get?
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What are the audience demographics for The Money and Meaning Show?
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How many subscribers and views does The Money and Meaning Show have?
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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. Animal Spirits Podcast
2. All-In with Chamath, Jason, Sacks & Friedberg
How many episodes of The Money and Meaning Show are there?
The Money and Meaning Show launched 8 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The Money and Meaning Show?
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Where can I see ratings and reviews for The Money and Meaning Show?
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What guests have appeared on The Money and Meaning Show?
Recent guests on The Money and Meaning Show include:
1. Peter Nakada
2. Jason Lina
3. Tommy Newberry
4. Harrison Miller
5. Kacie Walsh
6. Rob Hoxton
7. Carl Richards
8. Brian Westbury
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.