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.
All content for The Money and Meaning Show is the property of moneyandmeaning and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
From Wall Street to Meaning: Rubin Miller on Investing, Education, and Purpose
The Money and Meaning Show
1 hour 3 minutes
7 months ago
From Wall Street to Meaning: Rubin Miller on Investing, Education, and Purpose
In this episode of Money & Meaning, host Jeff Bernier speaks with Rubin Miller, founder and Chief Investment Officer of Peltoma Capital Partners and author of the Fortunes and Frictions blog. They explore Rubin’s journey from trading floors to founding a boutique advisory firm, discuss market philosophy, and examine the tension between serving high-net-worth clients and reaching broader audiences. Rubin shares his views on investment process, financial planning, and what it means to live a meaningful life—both personally and professionally.
Topics covered:
Rubin’s professional path from bond trading to launching Peltoma Capital
His firm’s investment philosophy: market efficiency, diversification, and implementation
Thoughts on small-cap and value premiums
How bond portfolios are influenced by the shape of the yield curve
The difference between financial planning timelines and academic investment research
Role of financial advisors: planning vs. investment management
Frictions that prevent investors from executing sound strategies
Rubin’s passion for making financial education accessible to all
Defining “a perfect day” and the broader idea of fortune
Reflections on personal growth and recovering from setbacks
Useful Links:
Jeff Bernier on LinkedIn
Peltoma Capital Partners
TandemGrowth Financial Advisors
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.
