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EP: 020 The Money & Meaning Journey With Author Jeff Bernier
Manage episode 442952101 series 3594334
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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
To connect with Jeff, visit:
www.tandemgrowth.com
www.jeffbernierauthor.com
Key Topics Discussed:
- 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
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