The Money and Meaning Show
Take the opportunity to carve out time for Deep Work

Take the opportunity to carve out time for Deep Work

April 13, 2020

This podcast was recorded back in late February before the Coronavirus upset our world. While some of our comments about an April tax filing deadline are certainly no longer relevant, the value of taking time to “Go Deep” is still relevant. Maybe our current “shelter in place” lifestyle will afford us an opportunity to carve out time for less distractions and more focus.

The impact of the SECURE Act on your retirement savings

The impact of the SECURE Act on your retirement savings

March 13, 2020

When the SECURE Act was signed into law last December, it delivered the most sweeping changes to retirement planning we’ve seen in decades—some of which will have major repercussions for years to come. On today’s episode of Money & Meaning, Jeff and Mike discuss the changes that impact pre-retirees and retirees the most (including the elimination of the “stretch” provision for IRAs) and share how to use the SECURE Act to your advantage to protect your retirement savings and support multi-generational planning.

Tax-advantaged gifting strategies—with special guests Boyd Bailey and Rachel Watson

Tax-advantaged gifting strategies—with special guests Boyd Bailey and Rachel Watson

February 12, 2020

Giving is often fundamental for those traveling the path from success to significance.  On today’s episode of Money & Meaning, Jeff and Mike welcome special guests Boyd Bailey and Rachel Watson of the non-profit National Christian Foundation to discuss tax-advantaged gifting strategies. Whether you are seeking a strategy to support your normal pattern of giving, or you are looking for new ways to support your personal generosity, vehicles like Donor-Advised FundsQualified Charitable Distributions, and Single Charity Funds can help you make the most of every gift.

A New Year’s buffet: Make 2020 your best year yet!

A New Year’s buffet: Make 2020 your best year yet!

January 20, 2020

As we kick off the New Year, it’s a great time to get intentional about creating a meaningful future. On today’s episode of Money & Meaning, Jeff and Mike offer a buffet of insights and information to help you start the year out strong. Focusing on key goals that drive improvements across your life; operating from a place of humility and gratitude; and working with a coach that offers technical, operational, and relational excellence are at the forefront of this wealth management smorgasbord.

How and when to claim Social Security—with special guest Alicia Lipscomb

How and when to claim Social Security—with special guest Alicia Lipscomb

December 12, 2019

One of the biggest financial decisions in your 60s is when and how to claim Social Security. Postponing your claim until age 70 can significantly increase your benefit amount, and yet more than half of eligible recipients file at age 62—decreasing their potential monthly income by as much as 57%. On today’s episode of Money & Meaning, Alicia Lipscomb (aka “The Social Security Lady”) sheds light on strategies to increase your lifetime benefits, as well as how to claim spousal benefits (even if you’re no longer married) and benefits for widows and dependents.

End-of-Year Planning: What’s on your checklist?

End-of-Year Planning: What’s on your checklist?

November 14, 2019

By its nature, holistic wealth management encompasses a lengthy list of components. As year-end approaches, working through a carefully constructed checklist is one of the best ways to ensure every piece of your own financial puzzle is fully optimized. On today’s episode of Money & Meaning, Mike and Jeff walk through the most critical items on the list, what has to be tackled when, and how to manage time-sensitive tasks that must be completed by December 31.

Minds, Markets & Money—with special guest Dr. Daniel Crosby

Minds, Markets & Money—with special guest Dr. Daniel Crosby

October 24, 2019

Does it surprise you to know that how an investor behaves can have a much greater impact on the success or failure of an investment strategy than an investment strategy itself? On today’s episode of Money & Meaning, psychologist, behavioral finance expert, and New York Times best-selling author Dr. Daniel Crosby discusses the psychological and biological factors that can thwart wise investment decisions, and why doing less is often better then doing more in the world of investing.

The Path to Purpose—with special guest Rick Thompson

The Path to Purpose—with special guest Rick Thompson

September 16, 2019

Often, the path to building a meaningful second half of life is rooted in challenges from the past. On today’s episode of Money & Meaning, Rick Thompson, co-founder of Atlanta-based Champions Community Foundation, shares his own story of how parenting a child with mitochondrial disease inspired a public charity that empowers young adults with conditions such as cerebral palsy, spina bifida, muscular dystrophy, and physical injury to live independent, productive, and physically active lives.

The Power of Decisions: Moulaye Niang’s path from star athlete to valued portfolio advisor

The Power of Decisions: Moulaye Niang’s path from star athlete to valued portfolio advisor

August 15, 2019

Every decision in our lives plays a role in dictating our future. In this special episode of Money & Meaning, Dimensional Fund Advisors’ Moulaya Niang shares how his own decisions and long-term outlook took him from his boyhood dreams of becoming a pro soccer player in Senegal, to becoming a star athlete at the University of Kansas, to helping investors and advisors build efficient portfolios.

The Experience Transformer: Turning every experience into a learning experience

The Experience Transformer: Turning every experience into a learning experience

July 18, 2019

Things don’t always go as planned—in our lives or in our finances. The challenge is to take every experience, good or bad, to learn and move forward with greater confidence. In this episode of Money & Meaning, Jeff and Mike discuss what to do when things go awry and how to answer the question, “Where do I go from here?”