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The Money and Meaning Show: Daily Summaries Delivered
by moneyandmeaning
Join 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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 weeks ago24 min
Preparing for the Psychological Side of Retirement with Dr. Joy Lere
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, and daily structure that comes with leaving a career. Joy shares how unmet expectations, loss, and identity challenges can shape the transition, along with practical ways to prepare by building a meaningful life outside of work and continuing to contribute beyond a paycheck. Topics covered: Retirement as an existential transition, not just a financial one The gap between expectations and reality in life after work Normalizing loss, stress, and emotional complexity in transitions Building a life outside of work before retiring Balancing meaningful work with other areas of life Continuing purpose and contribution beyond a paycheck Identity challenges when stepping away from a long-held role Shifting mindset from “what you do” to “who you are” Identifying needs fulfilled by work and finding alternatives Avoidance and delaying difficult transitions Processing grief and loss in major life changes Holding both joy and grief during life transitions Useful Links: Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/ TandemGrowth Financial Advisors: https://www.tandemgrowth.com/ Joy Lere on LinkedIn: https://www.linkedin.com/in/joy-lere-psy-d Shaping Wealth: https://www.shapingwealth.com/ Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
- Jun 29, 202614 min
What's the Difference Between a Great Company and a Great Investment?
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 telecom boom to NVIDIA, SpaceX, and artificial intelligence, Jeff explores why transformative companies don’t always translate into exceptional investments. He explains the difference between innovation and speculation, why market expectations matter, and how diversification allows investors to participate in long-term human progress without relying on predicting tomorrow’s winners. Topics Covered Why investors are drawn to 'hot' stocks and IPOs The difference between a great company and a great investment What history teaches us about IPO performance SpaceX and the role of valuation versus business success Lessons from railroads and the telecom boom How artificial intelligence fits into historical innovation cycles Why market expectations matter more than growth alone Mean reversion in corporate profitability Research on the small percentage of stocks that create most market wealth Why diversification remains a powerful investment strategy Useful Links: Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/ TandemGrowth Financial Advisors: https://www.tandemgrowth.com/ Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
- Jun 9, 202644 min
Beyond Stocks and Bonds: Rethinking Diversification for Retirement with Peter Nakada
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 examine why traditional portfolios are often overly dependent on corporate profits and interest rates, and how “true alternatives” like reinsurance may provide diversification benefits that traditional alternatives cannot. Peter explains catastrophe bonds, quota shares, risk premiums, and the behavioral challenges investors face when allocating to alternative asset classes during periods of uncertainty and market volatility. Topics covered: Why traditional portfolios may be overly tied to stocks and bonds The difference between traditional alternatives and “true alternatives” How reinsurance works and why it exists Understanding catastrophe bonds and quota shares Natural disaster risk as an investable risk premium Hard and soft insurance markets and how pricing adjusts after losses Why reinsurance may help improve portfolio resilience in retirement Expected return assumptions for reinsurance strategies Portfolio allocation considerations for alternative investments Behavioral challenges investors face during periods of natural disasters Probability biases and investor psychology in alternative asset classes Why staying invested through market cycles matters Useful Links: Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/ TandemGrowth Financial Advisors: https://www.tandemgrowth.com/ Peter Nakada on LinkedIn: https://www.linkedin.com/in/peter-nakada Stone Ridge: https://www.stoneridgeam.com/ Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
- May 22, 202613 min
May Perspectives: When Life Circumstances Become Investment Risk
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 investors to sell not because of panic, but because of income shocks, fixed expenses, and limited liquidity. He breaks down research on investor behavior during crises and explains why financial resilience depends not only on portfolio construction, but also on flexibility, liquidity, and lifestyle design. Topics covered: Why long-term investing assumes investors can stay invested Research from The Rational Reminder podcast on investor behavior during market crashes How income shocks and liquidity challenges force investors to sell The concept of “hidden leverage” created by fixed lifestyle expenses Why risk is more than just market volatility Differences between working professionals and retirees when managing investment risk The importance of emergency reserves and liquidity buffers How lifestyle flexibility impacts portfolio decisions Reframing diversification beyond stocks and bonds Financial resilience, optionality, and staying invested through uncertainty Useful Links: Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/ TandemGrowth Financial Advisors: https://www.tandemgrowth.com/ Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
- Apr 24, 202644 min
Evaluating Financial Advice and Planning Decisions with Jason Lina
In this episode of Money & Meaning, Jeff Bernier is joined by Jason Lina, Founder of Golden Bell Financial Planning. Together, they discuss how thoughtful financial planning goes beyond numbers and why clarity, simplicity, and good decision-making matter more than trying to predict the future. Topics Discussed Why much of the challenge in financial planning comes from filtering out poor advice How experienced advisors think about risk, uncertainty, and long-term investing The role of diversification, asset allocation, and disciplined portfolio management Considerations when making decisions like Social Security and mortgage payoff The connection between your financial resources and what matters most to you Key Takeaways Financial planning often involves making thoughtful, consistent decisions over time A well-structured plan considers a range of possible outcomes, not just one prediction Simplicity and discipline can play an important role in long-term planning Financial decisions are not just mathematical. They are personal. About the Guest Jason Lina is the Founder of Golden Bell Financial Planning. He is a Certified Financial Planner professional and Chartered Financial Analyst. Jason has been featured in publications such as Forbes, Money Magazine, CNBC, and U.S. News and World Report. He focuses on comprehensive financial planning and long-term investment strategy. Resources Mentioned The Psychology of Money by Morgan Housel Happy Money by Ken Honda Your Money and Your Brain by Jason Zweig Die With Zero by Bill Perkins Connect with Jason Golden Bell Financial Planning Jason Lina on LinkedIn Connect with Jeff TandemGrowth Financial Advisors, LLC Jeff Bernier on TandemGrowth Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
- Mar 27, 202610 min
April Perspectives: War, Oil Prices, and Staying Grounded as an Investor
In this episode of Money & Meaning, Jeff Bernier examines how geopolitical conflict influences oil and gasoline prices, drawing on perspectives from economist John Cochrane and JPMorgan’s Michael Cembalest. He explains how war creates supply shocks, why energy markets react quickly, and how those effects ripple through inflation and the broader economy. Jeff also outlines why the U.S. is less vulnerable today and what investors should focus on when uncertainty rises. Topics covered: How war creates supply shocks in global oil markets Risk premiums, sanctions, and policy responses affecting energy prices The structure and limitations of global energy supply Why fossil fuels still dominate and renewable transition is slow How rising oil prices impact inflation and the broader economy The U.S. energy shift due to shale production and reduced import reliance Historical policy mistakes during energy crises Why price controls and subsidies can worsen outcomes The cyclical nature of energy shocks and market adjustment over time Investor perspective: diversification and avoiding macro speculation Building portfolios that can withstand geopolitical uncertainty Useful Links: Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/ TandemGrowth Financial Advisors: https://www.tandemgrowth.com/ Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
- Mar 10, 20269 min
March Perspectives: Navigating AI Headlines
In this episode of Money & Meaning, Jeff Bernier reflects on a recent client conversation sparked by a Wall Street Journal article about an AI “tsunami.” Jeff examines the tension between AI as transformative breakthrough and potential disruption, and what that means for investors. Using recent market performance data, he explains how expectations, valuations, and diversification shape disciplined decision-making during periods of technological change and uncertainty. Topics covered: A client conversation about AI and uncertainty Media narratives: AI as breakthrough vs. disruption Market expectations versus emotional headlines Recent performance: IGV vs. VOO and market rotation How valuations influence future expected returns The risks of concentration in high-growth sectors Diversification and systematic rebalancing Building resilience instead of predicting the future Maintaining discipline during technological change Useful Links: Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/ TandemGrowth Financial Advisors: https://www.tandemgrowth.com/ Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
- Feb 13, 202650 min
Success Is Not an Accident: Clarity, Habits, and the Four Ds with Tommy Newberry
In this episode of Money & Meaning, host Jeff Bernier talks with Tommy Newberry—executive coach, Wall Street Journal and New York Times best-selling author, and founder of The 1% Club and head coach of Tommy Newberry Coaching. Together, they explore what it means to live with clarity, purpose, and intentionality, especially in the second half of life. Tommy shares the core habits behind lasting success, the risks of distraction and drift, and how gratitude and reflection help fuel a meaningful life. This conversation offers a framework for those planning their next chapter with energy and direction. Topics covered: Tommy's early career journey and founding Newberry Consulting ● The importance of doing work that energizes you ● Finding clarity on what you want versus what you don't want ● The key habits behind long-term success ● The Four D’s that derail progress: Distraction, Dispersion, Drift, and Delay ● Living with your priorities in order, not necessarily "balance" ● Developing habits and rhythms that support your goals ● How gratitude shapes mindset and impacts daily awareness ● The role of reflection in staying aligned with your vision ● Encouragement for midlife professionals in Act II of life ● Why retirement isn't the goal—building and solving remain vital ● Helping young adults create intention in their 20s Useful Links: Jeff Bernier on LinkedIn: https://www.linkedin.com/in/jeffberniercfp/ TandemGrowth Financial Advisors: https://www.tandemgrowth.com/ Tommy Newberry: https://www.linkedin.com/in/tommynewberry/ https://www.tommynewberry.com/
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