Design a financial plan : Jeff Bernier on Money and Meaning Journey

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Money, the universal medium of exchange, holds a complex place in our lives. While universally desired for its ability to provide financial security, people’s opinions and attitudes towards it can vary significantly.

Jeff Bernier, a Certified Financial Planner, draws inspiration for his book "The Money and Meaning Journey" from his desire to merge the concept of wealth management with finding personal meaning and purpose in life. He defines money as a means of freedom of choice, relative to an individual's needs for a fulfilling life. We also talk about the benefits of effective wealth management that extend beyond financial security.
By adopting sound wealth management practices, you gain the ability to plan for your long-term goals, mitigate financial risks, and make informed decisions about investments. It enables you to create a solid foundation for future generations, and enjoy a sense of peace and confidence in their financial journey.

Are you ready to embark on your own Money and Meaning journey? Join us with this insightful talk with Jeff!

Episode Highlights:

• About Jeff’s book “The Money and Meaning Journey” and what inspired him to write it
• His definition of money in one sentence
• How people can find their life’s purpose while doing their jobs
• How to construct financial plan that fuels life’s purpose
• Mistakes people is making when it comes to managing their finances

About the Guest:

Jeff Bernier is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a Certified Fund Specialist (CFS), and a Chartered Financial Consultant (ChFC), and a proud member of NAPFA, The National Association of Personal Financial Advisors. Jeff’s holistic, objective approach to financial planning is designed to relieve your financial worries and give you the confidence to lead a life rich in value and significance.

Building on three decades of experience helping clients strive for complete financial confidence, Jeff opened the doors to TandemGrowth Financial Advisors, a fee-only RIA, in 2003, Today, he focuses on working with affluent executives and entrepreneurs to create the financial capacity to support their vision for the future—before the final stages of their career. Working in pursuit of your best interest, Jeff and his team provide holistic financial planning, retirement transition strategies, and asset and investment management, and provide the insights you need to evaluate the opportunities, benefits, costs, and tradeoffs of your personal financial and life choices.

Connect with Jeff:

• Website | jeffbernierauthor.com
• Twitter | @TandemGrowth
• Linked In | www.linkedin.com/in/jeffberniercfp

Listen to his podcast!

• Apple Podcast | podcasts.apple.com/us/podcast/the-money-and-meaning-show

Grab yourself a copy of his book!

The Money & Meaning Journey: A Guide to Clarity, Financial Confidence, and Joy

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1. Design a financial plan : Jeff Bernier on Money and Meaning Journey (00:00:00)

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4. (Cont.) Design a financial plan : Jeff Bernier on Money and Meaning Journey (00:18:11)