The Money and Meaning Show Podcast
1) Tax-Efficient Charitable Planning with Fidelity Charitable’s Harrison Miller
In this episode of Money & Meaning, host Jeff Bernier speaks with Harrison Miller, Charitable Planning Consultant at Fidelity Charitable—the nation's largest grant maker. They explore how donor-advise...Show More
Tax-Efficient Charitable Planning with Fidelity Charitable’s Harrison Miller
44:59 | Dec 22nd, 2025
2) November Perspectives: The Self-Healing Markets: Lessons from History, Behavior & Diversification
In this solo episode of Money & Meaning, Jeff Bernier explores how markets have a built-in ability to self-correct, a concept informed by his conversations with longtime colleague Larry Swedroe. Jeff ...Show More
3) Investing with Taxes in Mind: A Conversation with Kacie Walsh of Dimensional
In this episode of Money & Meaning, host Jeff Bernier speaks with Kacie Walsh, Vice President at Dimensional Fund Advisors. They explore Dimensional’s evolving toolkit of tax-focused investment soluti...Show More
Investing with Taxes in Mind: A Conversation with Kacie Walsh of Dimensional
56:53 | Nov 18th, 2025
4) October Perspectives: Why Retirement Planning Is About Resilience, Not Certainty
In this episode of Money & Meaning, Jeff Bernier connects 17th-century philosophy with modern financial planning. Using Blaise Pascal’s wager as a framework, Jeff examines how retirement planning isn’...Show More
October Perspectives: Why Retirement Planning Is About Resilience, Not Certainty
09:03 | Oct 30th, 2025
5) Purpose-Driven Planning and the Last Paycheck with Rob Hoxton
In this episode of Money & Meaning, host Jeff Bernier welcomes Rob Hoxton, founder of Hoxton Planning & Management and host of the Last Paycheck podcast. Rob shares his journey from aspiring minister ...Show More
6) Perspectives: Navigating Tax Changes and Opportunities Before Year-End
In this Perspectives episode of Money & Meaning, host Jeff Bernier explores key year-end tax planning strategies shaped by recent legislation. He breaks down thresholds, deductions, and opportunities ...Show More
7) Carl Richards on Reimagining Wealth, One Sketch at a Time
In this episode of Money & Meaning, host Jeff Bernier speaks with Carl Richards, certified financial planner and creator of the New York Times "Sketch Guy" column. Carl discusses his newest book, Your...Show More
8) Perspectives: Balancing Economic Concern with Rational Optimism
In this episode of Money & Meaning: Perspectives, host Jeff Bernier explores the tension between recognizing serious economic headwinds—such as massive government debt, rising interest rates, and a sh...Show More
9) Funded Contentment and the Science of Better Financial Decisions with Neil Bage
In this episode of Money & Meaning, host Jeff Bernier welcomes Neil Bage, co-founder of Shaping Wealth, for a wide-ranging conversation on the human side of financial decision-making. They explore how...Show More
Funded Contentment and the Science of Better Financial Decisions with Neil Bage
52:28 | Jul 22nd, 2025
10) June Perspectives: Rethinking Retirement in a Longevity Economy
In this episode of Money & Meaning, host Jeff Bernier reflects on the passing of his father—his personal “George Bailey”—and explores the implications of living longer in today's evolving retirement l...Show More