The Money and Meaning Show

The Path to Purpose—with special guest Rick Thompson

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

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

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?”

Getting rational: Lessons from Hans Rosling on how real data about the real world can drive better investment decisions

In his book Factfulness: Ten Reasons We're Wrong About the World--and Why Things Are Better Than You Think, Hans Rosling provides powerful insights into how knowing the facts (which are often far different from the headlines) can help us perceive the world more accurately. In this episode of Money & Meaning, Jeff and Mike discuss how this new perspective can make us all better investors.

Millennials and Money: Special guest Cam Marston shares how to talk money with your next generation

Every generation views money differently. As a result, how we communicate with our kids and grandkids about our financial values can have a huge impact on the future--both theirs and our own. In this episode of Money & Meaning, Jeff and Mike welcome Cam Marston, President of Generational Insights, who shares his thoughts on helping the next generation achieve 'money & meaning' in the decades to come.

The true cost of ‘certainty’ when investing for the future

There are certain financial products that promise to bring safety to your retirement income strategy. But is it possible that this ‘cure’ may actually be the cause of the disease? In today’s episode of Money & Meaning, Jeff and Mike discuss the true cost of certainty, and how understanding what truly increases the risk of not having enough income in retirement can help you create a strategy that can deliver.

Achieve life-long financial freedom by creating an income stream that can actually rise in retirement

However you choose to define “retirement,” financial freedom in your post-career years requires a rising income stream—one that not only lasts for the duration of your lifetime, but also outpaces the rate of inflation. In today’s episode of Money & Meaning, Jeff and Mike discuss the challenge of building an investment strategy that can grow your income once you’re no longer trading your own labor for a paycheck.

Exploring your "Retirementality" with special guest Mitch Anthony

What is your Retirementality? In today’s episode of Money & Meaning, Jeff and Mike welcome special guest Mitch Anthony, a pioneer in the financial life planning movement and author of The New Retirementality. Join us as Mitch shares his perspectives on the true definition of work, and how rethinking the “artificial finish line” of retirement can transform your life—no matter what your age today.

Understanding the (wild and crazy) capital markets heading into 2019

If the capital markets have you concerned, today’s episode of Money & Meaning can help. In this precursor to our January 24 investment review webinar, Jeff provides some perspective as he discusses the risks and opportunities ahead, the value of a sound investment strategy, and how investors can prepare heading into the New Year.

Things that make you go "Hmmm" with special guest David Hultstrom

In this final episode of 2018, Jeff and Mike welcome David Hultstrom, co-founder and Chief Investment Officer of Financial Architects who shares his 4 rules for guaranteed financial success. From the obvious (start saving as early as possible) to the less intuitive (hedge as much risk as you reasonably can), his guidelines are great suggestions for balancing what you have with what you need—today and far into the future.