The Money and Meaning Show

Special Needs Planning: Navigating the public benefits maze with special guests Nadler Biernath LLC

For parents and grandparents of children with a disability, planning for their needs can often be frustrating and overwhelming. On today's episode, Jeff welcomes special guests attorneys Heather Nadler and Laura Akins Smith from Nadler Biernath LLC Special Needs and Elder Law.

 

Under the umbrella of estate planning falls a specialty called special needs planning. Heather and Laura talk through some of the complexities of long-term planning for children who have special needs. They explain some benefits that may be available before the age of 18 as well as benefits like Social Security and Medicaid. Their firm encourages and helps families to develop a Life Care Plan - to put all that is in the caregiver's head onto paper. 

What Can a Financial Planner Do For You? with Special Guest Wealth Advisor Mona Fahmy, MBA, CFS, AIF®

Some believe the feeling of financial confidence or the benefits of a financial planner can only apply to the later phases of life. In today's episode, Jeff welcomes Wealth Advisor Mona Fahmy, MBA, CFS, AIF® to the show. Mona discusses the process of engaging a financial planner, what to expect, and common financial struggles she sees.

They touch on the many ways a financial advisor can help a person in all stages of life but specifically those in their 40s who are feeling strained in balancing a successful career, a growing family, and financial goals. Jeff describes the metamorphosis he often sees of a client on their journey once they have a plan and understand their choices to a sense of freedom.

Evolution of Investment Management: Go Where the Financial Science Leads? with guest Eduardo Repetto, Ph.D.

Join Jeff Bernier as he welcomes special guest, Chief Investment Officer of Avantis Investors®, Eduardo Repetto, Ph.D. to the show! 

As Chief Investment Officer, Eduardo is responsible for directing the research, design and implementation of Avantis Investors® investment strategies, providing oversight of the investment team and the firm's marketing initiatives, and interacting with clients.

In today's episode, Jeff and Eduardo discuss the evolution of investment management including some limitations of the great innovation called indexing as well as the outdated definition many have of the term "value." 

What is an estate plan and do you need one?

When it comes to estate planning, many feel overwhelmed or wonder if they need a plan. In this month's episode, Jeff welcomes Estate Planning Attorney Tony Turner to summarize the three to four legal documents everyone should have in place. They discuss why each of these documents is so important as well as give suggestions for how you can reduce your taxable estate during your life. Tony shares the common mistakes he sees people make when it comes to estate planning and recent changes to the law that may impact your plan.

Welcome to Flight 2022! Are you prepared to take off into the New Year?

For pilots, the pre-flight checklist is 100% mandatory. To be sure everything is in working order before takeoff, pilot and co-pilot work through a checklist verifying each step has been completed. From a financial perspective, a detailed pre-flight checklist is just as important. Listen in as Jeff details 5 key items you should check and crosscheck before takeoff on December 31!

To view in video format with visual exhibits: bit.ly/3oyf22I

How to become more empowered and rational as an investor--with special guest Dr. Daniel Crosby

“Humans are wired to act; markets tend to reward inaction.”
― Daniel Crosby, The Behavioral Investor

 

On today's episode of Money & Meaning, psychologist, behavioral finance expert, and New York Times best-selling author Dr. Daniel Crosby joins Jeff again to discuss the four consistent types of behavioral risk (ego, emotion, conservatism, and attention) and how they impact investment decision-making. He points to goals-based investing as one way to bring about positive behavior. Listen in to Jeff and Daniel describe additional techniques you can use to become a more rational investor!

Why Do You Need An Investment Philosophy?

"The important thing about an investment philosophy is that you have one you can stick with." David Booth, Co-Founder, Dimensional Fund Advisors

 

What is an investment philosophy and why does it matter? In this month's episode, Jeff tackles the fundamentals of a solid investment philosophy: faith in the capital markets, patience, and a disciplined approach. He shares practical considerations to develop your own investing process using the 6 pillars of TandemGrowth's investment philosophy. Click here for the 6 pillars of the investment journey to financial freedom.

Purpose-Driven Burnout: Who Needs a Day Off When You‘re Not Really Working?

It has been said "if you do what you love, you'll never work a day in your life." In this month's episode, Jeff discusses how this advice is not always true - how passion can become a double-edged sword. As he works with clients to uncover what matters most to them, it's important to recognize if passion has led to burnout. Are you feeling the signs of burnout? Listen in to the episode to find out why certain sectors, more specifically purpose-driven work, put employees at increased risk of burnout, how to recognize it, and what you can do to address it.

Evidence-Based Investing: What Is It?

Join Jeff he as welcomes back special guest Jake DeKinder, CFA, Head of Client Communication with Dimensional Fund Advisors. They provide a primer on the concept of "evidence-based investing" and discuss how Dimensional evolves and constantly tests its own assumptions as many wonder "is the world different now?". What are Dimensional's views on potential tax increases, ETFs vs mutual funds, asset allocation, and implementation?

3 Top Questions from Investors Answered

Is it time to panic about inflation? In this low yield, rising rate environment, should I even own bonds? As a long-term investor, should I invest in cryptocurrency?

As we enter the halfway point of 2021, TandemGrowth recognizes three themes in recent investor questions: inflation, interest rates, and crypto. Join Jeff as he welcomes special guest Jake DeKinder, CFA, Head of Client Communication with Dimensional Fund Advisors. Jake touches on how they address these topics with their investors as well as how you can think about these topics as they relate to your portfolio.