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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.
Perspectives: Weathering the Storm — Smart Strategies for Uncertain Markets
The Money and Meaning Show
12 minutes
9 months ago
Perspectives: Weathering the Storm — Smart Strategies for Uncertain Markets
In this Perspectives episode of Money & Meaning, host Jeff Bernier shares insights on handling uncertainty during challenging times. Reflecting on past crises—9/11, the Great Financial Crisis, and the COVID-19 pandemic—Jeff explores how emotions can cloud judgment and why it's essential to develop strategies for managing risk and uncertainty. He provides practical advice on staying grounded, focusing on long-term goals, and avoiding fear-based decision-making. Whether you're feeling anxious about political change, market fluctuations, or the broader economic landscape, this episode offers a thoughtful approach to maintaining clarity and confidence in uncertain times.
Topics covered:
The cyclical nature of uncertainty and how history offers perspective
The difference between risk (manageable) and uncertainty (unbounded)
The importance of journaling as a tool for reflection and growth
Strategies for handling uncertainty:
Clarifying personal values and beliefs
Maintaining faith in the future and a long-term perspective
Being selective about the media and content consumed
Focusing on relationships, opportunities, and personal growth
Practicing gratitude and avoiding reactionary decision-making
Why politics should not drive investment decisions
The role of goal-focused, planning-driven investing versus market-focused, performance-driven investing
Useful Links:
Jeff Bernier on LinkedIn: https://www.linkedin.com/in/jeffberniercfp/
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.