EP: 020 The Money & Meaning Journey With Author Jeff Bernier
So many are working towards retirement, but will you feel fulfilled when work no longer defines you?
In this episode, I talk to Jeff Bernier, a seasoned financial planner, Founder of Tandem Growth Financial Advisors, and host of the "Money & Meaning" Podcast. Jeff brings over 37 years of experience and shares insights from his book, "The Money in Meaning Journey, a Guide to Clarity, Financial Confidence, and Joy."
Jeff shares how his personal experiences, like his father's struggle with finding purpose post-retirement, shaped his holistic approach to financial planning. We explore the psychological and emotional facets of financial decisions, including the importance of self-awareness, core values, and purpose.
Jeff also discusses his transition from focusing solely on the technical side of financial planning to addressing the deeper aspects of clients' lives.
Jeff also shares the three most important things people need to do to figure out how to align their meaning and purpose, which are:
1. Figure Out Who You Are
2. Understand the Context of Your Situation
3. Work On Your Capacity to Fund a Meaningful Life
We Talk About:
- Balancing Finances With Joy
- Learning to Define 'Enough'
- Discovering Spiritual and Financial Well-Being
- Holistic Financial Planning
- Why it's so Important to Understand Your Core Values and Identify
Check out the entire conversation on YouTube:
You can also find the audio versions on places like Spotify, Apple Podcasts and wherever else you listen your favorite podcasts.
READ + LISTEN + LEARN:
Check out Jeff’s book and podcast focused on Money & Meaning…
- BOOK: “The Money and Meaning Journey” by Jeff Bernier. Enter code “HERO” to receive access to the free workbook and other resources that complement the book.
- PODCAST: “The Money and Meaning Show” hosted by Jeff Bernier, he talks to guests from different backgrounds about the intersection of money and meaning.
He also suggested a number of other great resources…
- BOOK: “The New Retirementality” by Mitch Anthony
- BOOK: “Deep Work” by Cal Newport
- BOOK: “Build the Life You Want” by Arthur Brooks and Oprah Winfrey
- PODCAST (EPISODE): Jeff recommended the work of Dan Harris, author of “10% Happier” which has been referenced on the show before, but also recommended a specific episode where Dan Harris interviews Arther Brooks about “Build the Life You Want”.
- BOOK: “Half Time: Moving from success to significance” by Bob Buford
- BOOK: “Falling Upward: A spirituality for two halves of life” by Richard Rohr
- BOOK: “The Psychology of Money: Timeless lessons on wealth, greed and happiness” by Morgan Housel
- BOOK: "The Behavioral Investor" by Daniel Crosby
- BOOK: "Simple Wealth, Inevitable Wealth" - By Nick Murray
WELLBEING:
Jeff shared that he likes to spend at least one hour a day in what he calls his “personal warship.” He’ll spend time praying, meditating, or simply sitting in silence, which helps him create the space he needs to focus on what matters most in his life.
FIND HIM @:
https://www.facebook.com/TandemGrowth