THE MONEY & MEANING SHOW

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.

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!

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!

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evolution of investment management including some limitations of the great innovation called indexing as well as the outdated definition many have of the term "value."

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

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.

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

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

Host Jeff Bernier, CFP®, ChFC, CFS welcomes guest Steven Ryder, President and Founder of True North Networks, LLC, a firm providing IT Support such as technical help-desk support, computer support, and consulting to small and medium-sized businesses since 2002. In the episode, Steve simplifies some of the terms often heard in the news related to cyber security. He shares specific tips and tricks he recommends and uses himself to better protect yourself and your technology among these rising cyber threats. www.tandemgrowth.com www.truenorthnetworks.com

In today's the Money & Meaning Show episode, Jeff discusses a potpourri of topics related to: -the role of bonds in portfolios -possibility of higher correlations between stocks and bonds -shares views on a currently popular question:  Is the 60/40 portfolio dead?  With so many articles out there about these topics, Jeff tries to simplify and summarize for listeners and provides his takeaways. tandemgrowth.com

The Money & Meaning Show host Jeff Bernier, CFP®, ChFC, CFS shares his take on what may happen if correlations are higher than they historically been in the recent episode "Hey Alexa, is the 60/40 portfolio dead?" @TandemGrowth www.tandemgrowth.com

In today's episode, host Jeff Bernier, CFP®, ChFC, CFS is joined by Carolyn McClanahan, M.D., CFP® to discuss a sometimes difficult topic: preparing financially, emotionally, and physically for aging. With her unique background, Carolyn began her career as a physician but later made a career change when she and her husband were unable to find a financial planner to provide them the advice and guidance needed to create a great life. Carolyn and Jeff dive into the big four decisions that need to be made in preparation for aging. The cost of long-term care and insurance, healthcare, and housing can be quite expensive but Carolyn shares some examples of how avoiding these decisions could be even costlier.