
The Money & Meaning Journey
Jeff Bernier
“I’ve had a successful career, and I’m financially comfortable—but it still seems like something is missing.”
You’re not alone. Jeff Bernier has seen countless people in this situation—they seem to be living the American Dream, but they find...
Location:
United States
Description:
“I’ve had a successful career, and I’m financially comfortable—but it still seems like something is missing.” You’re not alone. Jeff Bernier has seen countless people in this situation—they seem to be living the American Dream, but they find themselves missing out on joy and a sense of purpose. In The Money and Meaning Journey, Bernier imparts some of the wisdom he has gained from over thirty-six years of being a financial advisor who understands that the goal of financial planning should not be to outperform the market, but to fund your dreams. This book outlines a goal-focused and evidence-based process that focuses on the rate of return you need to fulfill those dreams. Sure, you’ll read about risk management, retirement planning, investments—but more importantly, you’ll receive guidance on discovering the larger, more significant purpose that all of these subjects serve. This is a new kind of finance book: one that doesn’t separate your bank statement from your inner life, your spiritual quest from your material needs, or your money from your life’s meaning. Duration - 6h 4m. Author - Jeff Bernier. Narrator - John Avilla. Published Date - Sunday, 01 January 2023. Copyright - © 2022 Jeff Bernier ©.
Language:
English
Opening Credits
Duration:00:00:24
Chapter 1: The Money and Meaning Journey
Duration:00:20:15
Chapter 2: Financial Peace and Meaning in Tandem
Duration:00:18:23
Chapter 3: Replace “Fake It Till You Make It” with the “Immortal Diamond”
Duration:00:22:22
Chapter 4: The Hero’s Journey
Duration:00:20:23
Chapter 5: VUCA, Finances, and the Hero’s Guide
Duration:00:21:06
Chapter 6: Getting Clear—Who Are You? Why Are You Here?
Duration:00:24:19
Chapter 7: Finding Your Act 2 Stage
Duration:00:14:26
Chapter 8: Creating Margin and Getting Free
Duration:00:18:43
Chapter 9: The Process
Duration:00:29:36
Chapter 10: Risk Management
Duration:00:25:30
Chapter 11: Tax Planning
Duration:00:42:18
Chapter 12: Income for Life
Duration:00:18:01
Chapter 13: Legacy Planning
Duration:00:19:30
Chapter 14: Evidence-Based Investing
Duration:00:39:27
Chapter 15: Behavioral Investing
Duration:00:21:18
Conclusion
Duration:00:06:24
About the Author
Duration:00:01:25
Ending Credits
Duration:00:01:03