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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.
October Perspectives: Why Retirement Planning Is About Resilience, Not Certainty
The Money and Meaning Show
9 minutes
1 month ago
October Perspectives: Why Retirement Planning Is About Resilience, Not Certainty
In this episode of Money & Meaning, Jeff Bernier connects 17th-century philosophy with modern financial planning. Using Blaise Pascal’s wager as a framework, Jeff examines how retirement planning isn’t about certainty—but resilience. He discusses scenario analysis, the role of Plan B, and why the best financial plans aren’t fixed, but adaptable. This episode is a timely reminder that thoughtful preparation—not prediction—brings peace of mind in uncertain times.
Topics covered:
Applying Pascal’s Wager to financial planning
The role of low-probability, high-impact risks in retirement planning
Emphasizing resilience over prediction
Scenario analysis and its purpose in building flexible plans
The importance of maintaining a Plan B
Avoiding the mistake of confusing spreadsheets with reality
Why assumptions in planning must remain dynamic
The value of humility in planning for an unknowable future
Embracing flexibility in lifestyle, spending, and investments
“Strong opinions loosely held” as a financial philosophy
Confidence through preparation rather than prediction
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/
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.
