LanguaTalk

The Money and Meaning Show

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.

April Perspectives: War, Oil Prices, and Staying Grounded as an Investor

10 mins; March 27, 2026

March Perspectives: Navigating AI Headlines

9 mins; March 10, 2026

Success Is Not an Accident: Clarity, Habits, and the Four Ds with Tommy Newberry

50 mins; February 13, 2026

January Perspectives: Expectations vs. Forecasting

25 mins; January 22, 2026

Tax-Efficient Charitable Planning with Fidelity Charitable’s Harrison Miller

44 mins; December 22, 2025

November Perspectives: The Self-Healing Markets: Lessons from History, Behavior & Diversification

21 mins; December 02, 2025

Investing with Taxes in Mind: A Conversation with Kacie Walsh of Dimensional

56 mins; November 18, 2025

October Perspectives: Why Retirement Planning Is About Resilience, Not Certainty

9 mins; October 30, 2025

Purpose-Driven Planning and the Last Paycheck with Rob Hoxton

34 mins; October 10, 2025

Perspectives: Navigating Tax Changes and Opportunities Before Year-End

24 mins; September 30, 2025

Carl Richards on Reimagining Wealth, One Sketch at a Time

26 mins; September 03, 2025

Perspectives: Balancing Economic Concern with Rational Optimism

10 mins; August 18, 2025

Funded Contentment and the Science of Better Financial Decisions with Neil Bage

52 mins; July 22, 2025

June Perspectives: Rethinking Retirement in a Longevity Economy

15 mins; July 02, 2025

Building Resilient Portfolios and Reducing Risk with Larry Swedroe

65 hours 11 mins; June 02, 2025

May Perspectives: 3 Mindset Shifts for Navigating Long-Term Investing

11 mins; May 14, 2025

From Wall Street to Meaning: Rubin Miller on Investing, Education, and Purpose

63 hours 39 mins; April 30, 2025

Think Bigger Than the Headlines: Long-Term Investing Perspective

13 mins; April 09, 2025

Answering the Call: Embracing Life’s Transitions with Ben Katt

48 mins; March 21, 2025

Perspectives: Weathering the Storm — Smart Strategies for Uncertain Markets

12 mins; March 05, 2025

Rethinking Portfolio Diversification with Phil Huber

72 hours 5 mins; March 04, 2025

February Perspectives

19 mins; February 15, 2025

Understanding Risk Management with Hunter Ewing

49 mins; January 16, 2025

Aligning Wealth with Purpose: Dr. Daniel Crosby on “The Soul of Wealth”

41 mins; December 18, 2024

Navigating Midlife Transitions and Financial Empowerment with Sherry Finkel Murphy

48 mins; November 13, 2024

Elections and Markets 🗳️ with Apollo Lupescu, Vice President of Dimensional Fund Advisors

68 hours 23 mins; October 14, 2024

Financial Wellness and Purpose with James Grace

52 mins; September 30, 2024

Unpacking Reverse Mortgages: Myths, Benefits, and Strategic Uses with Gabrielle Welter

44 mins; August 23, 2024

Evidence-Based Investing with Larry Swedroe

70 hours 41 mins; July 25, 2024

Finding Purpose Beyond Financial Success with Paul Ollinger

44 mins; June 20, 2024

Navigating Longevity and Place Planning for a Fulfilling Second Half 📌 with Guest Ryan Frederick

56 mins; May 29, 2024

In the Zone 🧘‍♂️ Harnessing Flow in Financial Advising with Dr. Jordan Hutchison

52 mins; April 30, 2024

Mapping Joy 🗺️ A Conversation on Travel, Career, and Embracing Life with Guest Rachael Levine

59 mins; March 26, 2024

Love, Trust, and Money 💑 Strategies for Financial Harmony with guests Doug and Heather Boneparth

55 mins; February 15, 2024

Investment Insights 🗣️ A Conversation with Ben Felix, Co-Host the Rational Reminder Podcast

66 hours 54 mins; January 29, 2024

The Year-End Positive Focus: Finding Optimism Amidst Challenges

28 mins; December 19, 2023

Year-End Tune-Up 🔧 Financial Checklist Ideas for Different Life Stages with guest Mona Fahmy

50 mins; November 20, 2023

Navigating the Wealth Management Landscape with Matt Reiner: From Family Business Dynamics to AI and Creative Space

41 mins; October 19, 2023

A Deep Dive into Investing: From Human Capital to AI with Wes Crill of Dimensional Fund Advisors

51 mins; September 19, 2023

Embracing an Investment Philosophy: Guiding Your Journey with Rationality and Resilience

42 mins; August 22, 2023

From the Navy to Consultancy: Navigating Meaning and Success in your Second Act with guest Bruce Johnsen

35 mins; June 15, 2023

Unlocking the Wisdom of the Dying: 8 Regrets of the Dying and 5 Keys to Living and Dying Regret-Free with Dr. Allen Hunt

38 mins; May 11, 2023

Build A Portfolio That Assumes the Market is ”Right” with guest PWL Capital’s Cameron Passmore

42 mins; April 17, 2023

Maximizing Social Security Benefits: Special guest Alicia Lipscomb shares her expertise to help navigate the program

36 mins; March 10, 2023

How to Achieve ”Funded Contentment” in Your Life with guest Brian Portnoy

51 mins; January 19, 2023

How to Create Significance in Your Second Half with guest Dick Gygi, Founding Partner of FUEL

44 mins; December 21, 2022

Why Should I Care About the Medicare Annual Election Period? with Special Guest Chase Carey

40 mins; November 08, 2022

How Should I Prepare for Open Enrollment? with Special Guests from BIS Benefits

38 mins; October 26, 2022

Are you ready for the ”Big Four” transitions of aging?

30 mins; September 01, 2022

”Hey Alexa, is the 60/40 portfolio dead?”

39 mins; August 03, 2022

Why is Cyber Crime on the Rise and How Can You Protect Yourself?

43 mins; July 07, 2022

What Can You Do to Maintain Perspective Amid Volatile Times?

33 mins; May 25, 2022

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

36 mins; May 02, 2022

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

40 mins; March 30, 2022

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

43 mins; March 01, 2022

What is an estate plan and do you need one?

36 mins; January 26, 2022

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

27 mins; December 07, 2021

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

36 mins; November 11, 2021

Why Do You Need An Investment Philosophy?

29 mins; October 14, 2021

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

16 mins; September 08, 2021

Evidence-Based Investing: What Is It?

24 mins; July 15, 2021

3 Top Questions from Investors Answered

24 mins; June 15, 2021

What You Need to Know About Recent Tax Changes and How Tax Planning Can Impact Your Financial Plan

38 mins; May 14, 2021

A Hero's Journey: Do you have what it takes to RETIRE?

22 mins; April 14, 2021

How to Create Meaning in Retirement

33 mins; March 10, 2021

Ever wonder what is discussed in Investment Committee meetings?

36 mins; February 11, 2021

Have you found yourself overwhelmed with the idea of GOALS?

24 mins; January 12, 2021

Which common myths surrounding Medicaid are untrue

38 mins; December 10, 2020

What Does a Mortgage Loan Officer Think About Debt and if Now is a Good Time to Refinance

37 mins; November 13, 2020

Why Politics and Investing Don't Mix

22 mins; October 14, 2020

Why Risk Management should be a part of a Holistic Wealth Management Plan--with special guest Tyler Smith, a specialist in income protection

34 mins; September 15, 2020

Everything I Learned About Investing I Learned in Court

39 mins; August 12, 2020

Investment Update for Midyear 2020

36 mins; July 21, 2020

Navigating the complexities of Medicare with special guest Melinda Caughill

41 mins; June 16, 2020

How to Reclaim Your Time and Live a Happier Life with Dr. Ashley Whillans

40 mins; May 26, 2020

Take the opportunity to carve out time for Deep Work

28 mins; April 13, 2020

The impact of the SECURE Act on your retirement savings

22 mins; March 13, 2020

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

36 mins; February 12, 2020

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

22 mins; January 20, 2020

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

28 mins; December 12, 2019

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

21 mins; November 14, 2019

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

30 mins; October 24, 2019

The Path to Purpose—with special guest Rick Thompson

34 mins; September 16, 2019

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

33 mins; August 15, 2019

The Experience Transformer: Turning every experience into a learning experience

25 mins; July 18, 2019

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

23 mins; June 13, 2019

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

33 mins; May 14, 2019

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

22 mins; April 15, 2019

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

20 mins; March 15, 2019

Exploring your "Retirementality" with special guest Mitch Anthony

35 mins; February 15, 2019

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

31 mins; January 14, 2019

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

35 mins; December 14, 2018

Rethinking capital market assumptions to create an optimal (not perfect!) portfolio

23 mins; November 15, 2018

If I died tonight: Planning for the financial impact of the unplanned

34 mins; October 23, 2018

The path to evidence-based investment planning

26 mins; September 12, 2018

Trust the process: Creating predictability in an unpredictable world

19 mins; August 14, 2018

Creating a life of greater joy: Introducing Jeff Spadafora and ‘The Joy Model’

35 mins; July 25, 2018

Fostering healthy investor behavior using an evidence-based approach

26 mins; June 13, 2018

Uncovering your unique abilities to create a purpose-filled life

23 mins; May 17, 2018

Tax-efficient charitable giving: Using “free bridges” to support your personal gifting strategy

36 mins; April 18, 2018

The Money and Meaning Show

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