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.

The Money and Meaning Show is a business podcast hosted by moneyandmeaning, with 100 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

moneyandmeaning hosts The Money and Meaning Show, a business show with 100 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #37

  Beyond the Liquidity Event: Finding Purpose After Financial Success

  Aug 18, 202647 min

  In this episode of Money & Meaning, Jeff Bernier speaks with entrepreneur and investor John Hutchinson, founder of Care Counseling and host of The Nuance Effect podcast. John shares his journey of building and exiting a fast-growing behavioral health company, only to confront deeper questions about health, family, and purpose. They examine leadership, business growth, and the tradeoffs that come with success, along with John’s perspective on aligning work with what matters most after a major transition. Topics covered: Building and scaling a behavioral health company with a focus on employee retention Tradeoffs in workplace culture, compensation, and benefits across industries Experiencing a health crisis and reassessing priorities around family and well-being Transitioning after a business exit and handling new opportunities Developing the concept of “nuanced leadership” and team segmentation Creating value by giving time and support without immediate compensation Common mistakes entrepreneurs make with growth, cash flow, and equity The role of habits and consistency in improving long-term health Reflections on purpose, faith, and finding meaning beyond financial success Perspectives on the U.S. healthcare system and its complexity Useful Links: John Hutchinson on LinkedIn: https://www.linkedin.com/in/john-j-hutchinson/ Nuance Effect podcast: https://www.youtube.com/@NuanceEffect 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/ Editing and post-production work for this episode was provided by The Podcast Consultant ( https://thepodcastconsultant.com )

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  Episode #36

  Perspectives: What Advice Would Your 90-Year-Old Self Give You?

  Aug 4, 202613 min

  Retirement is often viewed as a financial milestone. But what if one of its greatest challenges has little to do with money? In this episode of Money & Meaning Perspectives , Jeff Bernier explores the transition from achievement to purpose, drawing on reflections from Chip Conley , founder of the Modern Elder Academy , and Arthur Brooks , Harvard professor and bestselling author of From Strength to Strength. Jeff examines why many successful people struggle more with identity than finances after leaving their careers, how our strengths evolve over time, and what it means to become an elder rather than simply grow older. Whether you're within 10 to 15 years of retirement or already retired, this episode offers a thoughtful perspective on the retirement transition, finding purpose after a successful career, and designing a meaningful next chapter. Topics Covered Chip Conley’s imagined conversation with his 90-year-old self ● Why preserving past success can limit growth later in life ● Arthur Brooks’ explanation of the Four Ashramas ● The student and householder stages of life ● The “striver’s curse” and the limits of constant achievement ● Retirement as a developmental transition rather than only a financial one ● The difference between becoming older and becoming an elder ● Why identity can become a major challenge after leaving work ● Moving from being indispensable to becoming influential ● The shift from fluid intelligence to crystallized intelligence ● Teaching, mentoring, and sharing wisdom with younger generations ● Becoming a beginner again in retirement ● Redefining success through purpose, service, faith, wisdom, and relationships ● Using wealth as a tool for freedom rather than as a destination ● Questions to consider from the perspective of your 90-year-old self Useful Links: Jeff Bernier on LinkedIn: https://www.linkedin.com/in/jeffberniercfp/ TandemGrowth Financial Advisors: https://www.tandemgrowth.com/ Editing and post-production work for this episode was provided by The Podcast Consultant ( https://thepodcastconsultant.com )

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  Episode #35

  Preparing for the Psychological Side of Retirement with Dr. Joy Lere

  Jul 15, 202624 min

  In this episode of Money & Meaning, host Jeff Bernier is joined by Dr. Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth. They examine retirement as more than a financial milestone, focusing on the shift in identity, purpose, and daily structure that comes with leaving a career. Joy shares how unmet expectations, loss, and identity challenges can shape the transition, along with practical ways to prepare by building a meaningful life outside of work and continuing to contribute beyond a paycheck. Topics covered: Retirement as an existential transition, not just a financial one The gap between expectations and reality in life after work Normalizing loss, stress, and emotional complexity in transitions Building a life outside of work before retiring Balancing meaningful work with other areas of life Continuing purpose and contribution beyond a paycheck Identity challenges when stepping away from a long-held role Shifting mindset from “what you do” to “who you are” Identifying needs fulfilled by work and finding alternatives Avoidance and delaying difficult transitions Processing grief and loss in major life changes Holding both joy and grief during life transitions 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/ Joy Lere on LinkedIn: https://www.linkedin.com/in/joy-lere-psy-d Shaping Wealth: https://www.shapingwealth.com/ Editing and post-production work for this episode was provided by The Podcast Consultant ( https://thepodcastconsultant.com )

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  Episode #33

  Beyond Stocks and Bonds: Rethinking Diversification for Retirement with Peter Nakada

  Jun 9, 202644 minS1

  In this episode of Money & Meaning, Jeff Bernier speaks with Peter Nakada, Chief Education Officer at Stone Ridge Asset Management, about alternative investments and the role they can play in building more resilient retirement portfolios. They examine why traditional portfolios are often overly dependent on corporate profits and interest rates, and how “true alternatives” like reinsurance may provide diversification benefits that traditional alternatives cannot. Peter explains catastrophe bonds, quota shares, risk premiums, and the behavioral challenges investors face when allocating to alternative asset classes during periods of uncertainty and market volatility. Topics covered: Why traditional portfolios may be overly tied to stocks and bonds The difference between traditional alternatives and “true alternatives” How reinsurance works and why it exists Understanding catastrophe bonds and quota shares Natural disaster risk as an investable risk premium Hard and soft insurance markets and how pricing adjusts after losses Why reinsurance may help improve portfolio resilience in retirement Expected return assumptions for reinsurance strategies Portfolio allocation considerations for alternative investments Behavioral challenges investors face during periods of natural disasters Probability biases and investor psychology in alternative asset classes Why staying invested through market cycles matters 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/ Peter Nakada on LinkedIn: https://www.linkedin.com/in/peter-nakada Stone Ridge: https://www.stoneridgeam.com/ Editing and post-production work for this episode was provided by The Podcast Consultant ( https://thepodcastconsultant.com )

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  The Money and Meaning Show

  May Perspectives: When Life Circumstances Become Investment Risk

  May 22, 202613 min

  In this episode of Money & Meaning , Jeff Bernier examines a recent discussion from The Rational Reminder podcast that challenges the common belief that stocks are always safe if held long enough. Jeff explores how market downturns often force investors to sell not because of panic, but because of income shocks, fixed expenses, and limited liquidity. He breaks down research on investor behavior during crises and explains why financial resilience depends not only on portfolio construction, but also on flexibility, liquidity, and lifestyle design. Topics covered: Why long-term investing assumes investors can stay invested Research from The Rational Reminder podcast on investor behavior during market crashes How income shocks and liquidity challenges force investors to sell The concept of “hidden leverage” created by fixed lifestyle expenses Why risk is more than just market volatility Differences between working professionals and retirees when managing investment risk The importance of emergency reserves and liquidity buffers How lifestyle flexibility impacts portfolio decisions Reframing diversification beyond stocks and bonds Financial resilience, optionality, and staying invested through uncertainty 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/ Editing and post-production work for this episode was provided by The Podcast Consultant ( https://thepodcastconsultant.com )

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