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THE MONEY & MEANING SHOW
Spreading His Message of Money & Meaning
Jeff is passionate about sharing his knowledge and insights with others. Listen monthly to The Money & Meaning Show to hear Jeff’s take on a variety of financial topics and gain wisdom from special guests.
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What Is An Estate Plan and Do You Need One?
When it comes to estate planning, many feel overwhelmed or wonder if they need a plan. In this month's episode, Jeff welcomes Estate Planning Attorney Tony Turner to summarize the three to four legal documents everyone should have in place. They discuss why each of these documents is so important as well as give suggestions for how you can reduce your taxable estate during your life. Tony shares the common mistakes he sees people make when it comes to estate planning and recent changes to the law that may impact your plan.
Year End Checklist
Welcome to Flight 2022! Are you prepared to take off into the New Year? “A checklist cannot fly a plane. Instead, they provide reminders of only the most critical and important steps." -Atul Gawande, The Checklist Manifesto For pilots, the pre-flight checklist is 100% mandatory. To be sure everything is in working order before takeoff, pilot and co-pilot work through a checklist verifying each step has been completed. From a financial perspective, a detailed pre-flight checklist is just as important. On today's Money & Meaning Show, listen in as Jeff details 5 key items you should check and crosscheck before takeoff on December 31!
Welcome to Flight 2022! Are you prepared to take off into the New Year?
FULL EPISODE “A checklist cannot fly a plane. Instead, they provide reminders of only the most critical and important steps." -Atul Gawande, The Checklist Manifesto For pilots, the pre-flight checklist is 100% mandatory. To be sure everything is in working order before takeoff, pilot and co-pilot work through a checklist verifying each step has been completed. From a financial perspective, a detailed pre-flight checklist is just as important. On today's Money & Meaning Show, listen in as Jeff details 5 key items you should check and crosscheck before takeoff on December 31!
Podcast: Go Where the Financial Science Leads? with special guest Eduardo Repetto, Ph.D.
Join Jeff Bernier as he welcomes special guest, Chief Investment Officer of Avantis Investors®, Eduardo Repetto, Ph.D. to the show! As Chief Investment Officer, Eduardo is responsible for directing the research, design and implementation of Avantis Investors® investment strategies, providing oversight of the investment team and the firm's marketing initiatives, and interacting with clients. In today's episode, Jeff and Eduardo discuss the evolution of investment management including some limitations of the great innovation called indexing as well as the outdated definition many have of the term "value."
What are the limitations of index funds?
TandemGrowth's Jeff Bernier, CFP®, ChFC, CFS and Avantis Investors's Eduardo Repetto, Ph.D. discuss the innovative idea of index funds but also the limitations they have. 🌹 What do buying roses at 5pm on Valentine's Day and index funds have in common? Watch to find out! Interested in more podcasts? Check out ➡️ bit.ly/3luBTcp
What Can A Financial Planner Do For You?
Some believe the feeling of financial confidence or the benefits of a financial planner can only apply to the later phases of life. In today's episode, Jeff welcomes Wealth Advisor Mona Fahmy, MBA, CFS, AIF® to the show. Mona discusses the process of engaging a financial planner, what to expect, and common financial struggles she sees. They touch on the many ways a financial advisor can help a person in all stages of life but specifically those in their 40s who are feeling strained in balancing a successful career, a growing family, and financial goals. Jeff describes the metamorphosis he often sees of a client on their journey once they have a plan and understand their choices to a sense of freedom. Do you need a clear financial path? Start the conversation. Visit us at tandemgrowth.com.
Special Needs Planning: Navigating the public benefits maze with special guests Nadler Biernath LLC
For parents and grandparents of children with a disability, planning for their needs can often be frustrating and overwhelming. On today's episode, Jeff welcomes special guests attorneys Heather Nadler and Laura Akins Smith from Nadler Biernath LLC Special Needs and Elder Law. Under the umbrella of estate planning falls a specialty called special needs planning. Heather and Laura talk through some of the complexities of long-term planning for children who have special needs. They explain some benefits that may be available before the age of 18 as well as benefits like Social Security and Medicaid. Their firm encourages and helps families to develop a Life Care Plan - to put all that is in the caregiver's head onto paper. Listen in to learn more! tandemgrowth.com nadlerbiernath.com
The Importance of Planning for Special Needs Children
Host Jeff Bernier, CFP®, ChFC, CFS, speaks with Special Needs and Elder Law attorneys from Nadler Biernath LLC regarding the importance of early planning by parents and/or grandparents of children with special needs Full episode available: youtu.be/yFo5AOck1do tandemgrowth.com nadlerbiernath.com