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The Money and Meaning Show
moneyandmeaning
98 episodes
1 day ago
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.
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Investing
Business
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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.
Show more...
Investing
Business
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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.