The Money and Meaning Show moneyandmeaning

In this enlightening episode of The Money & Meaning Show, host Jeff Bernier teams up with Dr. Jordan Hutchison, a leading figure in wealth management and psychology, to explore the concept of flow in financial advising. Dr. Hutchison, who serves as Vice President of Technology and Operations at RFG Advisory and is an adjunct professor for Kaplan's College for Financial Planning, shares how integrating behavioral finance and positive psychology can amplify personal fulfillment through financial clarity.
What is "Flow"? What benefits can it provide for advisors and clients?

Dr. Hutchison explains the concept of flow as a state of deep absorption in activities that are intrinsically motivating and enjoyable. Examples from various fields such as music, sports, and crafts like knitting demonstrate how flow can enhance productivity and satisfaction across different activities.
Dr. Hutchison describes how "flow" can lead to an increase in productivity, creativity, and well-being.

What is Technology's Role in Financial Advising? Will AI replace human advisors?

Dr. Hutchison discusses integrating technology to optimize financial advisors' work environments, enabling them to spend more time on meaningful client interactions.
He emphasizes the importance of the human element in financial advising, asserting the irreplaceable nature of personal connections despite advances in AI and automation.

How Can Incorporating Behavioral Science into Designing Tech Solutions Improve the Experience?

The application of behavioral science principles in designing technology solutions to create environments that foster productivity and satisfaction is highlighted.

Host Jeff Bernier and guest Rachael Levine, partner at Peltoma Capital Partners and creator of "Tripping Millennial," delve into the enriching power of experiences over material wealth.
In this episode, you'll discover:
Rachel's journey from seeking financial stability to embracing a life filled with travel and personal growth 🌐
The impact of an "adult gap year" on personal growth and happiness (Rachael's took her to over 36 countries!) 😊
How Rachael says we can experience the world more deeply through sabbaticals, remote work experiences, and long term travel opportunities 🌍 acquiring experiences > acquiring things
A debate on the F.I.R.E. (Financial Independence Retire Early) movement and the potential pitfalls of the movement 🔥
Tips for balancing career, passion projects, and adventure 🌟
➡️➡️ Click here to view full video! ⬅️⬅️
We'd love to hear your ideas on topics you'd like covered in future episodes! Please feel free to email: moneyandmeaning@tandemgrowth.com.
Find out more about Rachael Levine 👇 https://www.peltomacapital.com/team/rachael-levine
Tripping Millenial 🗺️ https://www.trippingmillennial.com/ https://www.instagram.com/trippingmillennial/
Interested in knowing more about Jeff? View his latest release here 📖 https://www.jeffbernierauthor.com/
Interested in knowing more about TandemGrowth Financial Advisors? 🪴https://www.tandemgrowth.com/
TandemGrowth Financial Advisors (“TandemGrowth”), a registered investment adviser, is providing this podcast which is intended for general educational purposes and is not personalized investment advice. The information provided is not tailored to any individual's specific investment objectives, financial situation, or risk tolerance. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that TandemGrowth has attained a certain level of skill, training, or ability. While the content that will be presented is believed to be factual and up to date, it is based on information obtained from a variety of sources. TandemGrowth believes this information is reliable, however, it has not necessarily been independently verified. TandemGrowth does not guarantee the complete accuracy of all data in this video, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the presenter as of the date of the webinar and are subject to change. This video does not constitute personalized advice from TandemGrowth or its affiliated investment professionals, or a solicitation to execute specific securities transactions. Participants should not use any of this content as the sole basis for any investment, financial planning, tax, legal or other decisions. TandemGrowth is neither a law firm, nor a certified public accounting firm, and no portion of the video content should be construed as legal or accounting advice. We encourage attendees to conduct independent research and seek advice from qualified professionals before making any investment decisions. The information presented in this video should not be the sole basis for investment decisions. Past performance does not guarantee future results. All investment strategies have the potential for profit or loss, and different investments and types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment or investment strategy, including those undertaken or recommended by TandemGrowth, will be profitable or equal any historical performance level. Additional information about our Firm, including its Form ADV Part 2A describing its services, fees, and applicable conflicts of interest and Form CRS is available upon request and at www.tandemgrowth.com.

Host Jeff Bernier welcomes guests Doug and Heather Boneparth to this episode!
Doug and Heather delve into the key elements of fostering a healthy financial relationship between partners:
🤝 Connection: Start by initiating conversations about your money beliefs and behaviors, using resources like therapist-guided questionnaires to guide the discussion.
🗣️ Communication: Schedule dedicated times for distraction-free discussions, ensuring both partners have the space to express their thoughts and feelings about finances without interruptions.
➕ Contribution: Recognize and honor each other's contributions to the relationship, going beyond financial aspects to include personal contributions and household responsibilities.
🛠️ Collaboration: Establish transparency by understanding where money is coming from and going, utilizing tools like net worth tables and budgeting spreadsheets to facilitate productive conversations about financial decisions.
⏰ Consistency: Commit to regular check-ins, ideally on a quarterly basis, to review changes in net worth, spending habits, and overall financial goals, fostering long-term financial health and relationship strength.
----more----Check out Doug and Heather's book 📙 https://bonefidewealth.com/millennial-money-fix/
Check out Jeff's book 📗 https://www.jeffbernierauthor.com/
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Interested in knowing more about TandemGrowth Financial Advisors? 🪴https://www.tandemgrowth.com/
 

Join host Jeff Bernier, President of TandemGrowth Financial Advisors, and guest Ben Felix, Portfolio Manager and Head of Research at PWL Capital, for an enlightening episode of The Money & Meaning Show.
Ben Felix shares insights from renowned experts in academia and the financial industry, shedding light on the consensus that owning the market portfolio through low-cost index funds is an excellent starting point for most investors. The conversation also explores the nuances of differentiating from the market—a point of contention among experts.
Furthermore, they discuss Professor Scott Cederberg whose research focuses on the long-horizon performance of a range of asset classes and investment types and what the implications may be for retail investors, challenging conventional wisdom that stocks always outperform in the long run and advocating for global diversification.
Ben Felix shares insights from interviews with retirement experts, highlighting the importance of embracing uncertainty as investors. Jeff and Ben highlight the role of financial advisors in helping clients navigate uncertainty, creating portfolios aligned with their goals, and providing reassurance during market downturns. The discussion underscores that the art of financial planning and advisory services and how it complements the scientific analysis of asset allocation, as clients' trust and the ability to stick with a chosen strategy are crucial factors in long-term success.
 
#Investing #EvidenceBasedInvesting #LongTermInvesting

In this special year-end episode of The Money & Meaning Show, host Jeff Bernier delves into the theme of positivity and optimism. Despite the challenges and negativity that often dominate the headlines and social media, Jeff presents a data-driven perspective on the progress humanity has made in various aspects of life. Drawing from historical and contemporary data, he shares insights on economic growth, poverty reduction, increased life expectancy, and more.
Jeff encourages listeners to adopt a rational optimism mindset and reflects on how focusing on the positive can inspire personal growth and a sense of purpose. This episode serves as a refreshing reminder to appreciate the progress we've made and look forward to the opportunities that lie ahead in 2024.

Join host Jeff Bernier and special guest Wealth Advisor Mona Fahmy as they dive into the world of year-end financial planning and what it may entail at different life stages. Whether you're still advancing your career and focused on building wealth or navigating retirement, this episode is packed with insights regarding items you might consider for an end of year financial checklist.
Learn more about items to review at year end related to open enrollment, tax efficiency, healthcare, charitable giving, cash flow, portfolio management, estate planning, and more!
🎧 Listen to the episode on your favorite podcast provider or download the episode by clicking here..
📽️ Watch the full episode on YouTube by clicking here.
TandemGrowth Financial Advisors (“TandemGrowth”), a registered investment adviser, is providing this podcast which is intended for general educational purposes and is not personalized investment advice.
 
#financialplanningchecklist #financialreview