The Money and Meaning Show

Join host Jeff Bernier in a profound exploration alongside best-selling author Dr. Allen Hunt as they delve into the concept of living a life without regrets. Can it truly be accomplished?
Drawing upon his moniker as the renowned "Fourth Quarter Guy" and a wealth of extensive research on aging, dying, and regrets, Dr. Hunt delves into the 8 common regrets that haunt the dying. From these findings, he unearths 5 fundamental keys that pave the way towards living and departing without regrets.
No matter what quarter of life you are in, prepare to be inspired as they share invaluable insights on how you can incorporate these keys into your life and financial plan!

In the episode, host Jeff Bernier welcomes guest Cameron Passmore, CIM®, FMA, FCSI, Executive Chairman and Portfolio Manager at PWL Capital in Canada.
 
Cameron shares his firm's strong belief in evidence-based investing and why they believe so strongly in the philosophy. Jeff and Cameron discuss the importance of an advisor's role in going deep with clients who often aren't thinking broadly enough or deeply enough when it comes to formulating goals. The episode concludes with the topic of portfolio construction - why it's crucial to know your definition of risk, the importance of a plan and sticking with it, and what the industry loves to sell you but Cameron believes isn't needed. 
 
Check out PWL's white paper on non-financial considerations they've deemed worthy of consideration in financial decisions ✨ Finding and Funding a Good Life
 
📖 Find Jeff's latest release, The Money & Meaning Journey, which covers many of the same topics discussed in this podcast in more depth here.

Navigating Social Security can be tricky and confusing. That's why we invited special guest Alicia Lipscomb to The Money & Meaning Show to share her expertise on maximizing Social Security benefits. 
Alicia has been with the Social Security Administrator for over 22 years, and she will help you understand the ins-and-outs of Social Security so that you can make sure you are getting the most out of your benefits. In this podcast, she'll go over strategies to maximize payments, tips for spousal benefits, and much more.
 
Tune in now for all these tips and more!

In today's episode, Jeff welcomes bestselling author and founder of Shaping Wealth Brian Portnoy, Ph.D., CFA to discuss the difference between being "rich" and being "wealthy". Brian is an expert at simplifying the complex world of money. In the episode, Brian touches on a concept from his book The Geometry of Wealth: How to shape a life of money and meaning, that the true meaning of wealth is "funded contentment", the ability to underwrite a meaningful life.
As humans, we can get stuck on the hedonic treadmill when no matter what we pursue in life, even when we achieve our goals, we are always left wanting the next thing. Why won't money and stuff alone make you happy? Brian lays out a 3-step iterative process that everyone can follow to help align or calibrate the life you want to live with your balance sheet and portfolio.

Are you in the middle or late stages of your career and struggling with "what's next"?
 
In today's episode, host Jeff Bernier, CFP®, ChFC, CFS welcomes special guest Dick Gygi. Dick has an impressive resume having served as a President of a number of consumer products companies for over 40 years, most recently as the President of PlusMark, a subsidiary of American Greetings. But, what's more impressive is all that he has been able to accomplish since retiring in 2001. 
 
In the episode, Dick shares life stories that have greatly impacted who he is and led him to create significance in his second half. Dick served as a Master Coach with the Halftime Institute and continues to advise entrepreneurs through FUEL for Good, LLC. He shares some of the advice he gives when coaching mid to late career professionals on how to create meaning in retirement.
 
Interested in learning more on this topic? Check out Jeff Bernier's latest release which looks into both the head and heart decisions involved in transitioning to your second act: jeffbernierauthor.com.
 
Important disclosures: bit.ly/3MbScI5

In 2022, during the period between October 15 and December 7, Medicare open enrollment, also known as the annual election period, occurs. The many Medicare options and decisions can often cause confusion among those approaching 65.
In today's episode, host Jeff Bernier welcomes Chase Carey, concierge broker with Carey Benefits. Jeff and Chase discuss many of the common questions around Medicare enrollment and coverage. Listen in and check out Chase's free download Busy Executive Guide to Medicare - 2022 which summarizes some of the key points and benefits of Medicare!
If you have not already done so, please check out Jeff's new book! The Money & Meaning Journey book
 
Important Disclosures:
bit.ly/3MbScI5
bit.ly/3eB9iCS

Jeff Bernier, CFP®, ChFC, CFS welcomes BIS Benefits, a Georgia company serving businesses for over 24 years to help develop benefit plans, President Ray Bachman and Account Manager John Schmidt. Ray and John share what you should think about as you choose options and choose how to fund them during open enrollment. In addition, they talk about costly mistakes they've seen made and how you can prevent them (reviewing beneficiary designations, long-term disability coverage for high-earners, making sure your doctors are in network). 

In today's episode, host Jeff Bernier, CFP®, ChFC, CFS is joined by Carolyn McClanahan, M.D., CFP® to discuss a sometimes difficult topic: preparing financially, emotionally, and physically for aging.
 
Carolyn's unique background offers her a different perspective. Carolyn began her career as a physician but later made a career change when she and her husband were unable to find a financial planner to provide them the advice and guidance needed to create a great life. Carolyn and Jeff dive into the big four decisions that need to be made in preparation for aging. The cost of long-term care and insurance, healthcare, and housing can be quite expensive but Carolyn shares some examples of how avoiding these decisions could be even costlier.