The Corporate Life - Profit On Fire

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MAY 31st 2023 I SEASON 1 I EPISODE 83

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. 

Listen in.

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.

A frequent speaker and published author, Jeff enjoys sharing his experiences on such issues as tax planning strategies, retirement income distributions, and asset allocation for business executives, retirees, and long-term investors throughout the Southeast.

Connect with Jeff:

Website | jeffbernierauthor.com
Twitter | @TandemGrowth
LinkedIn | 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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Please feel free to reach out to us for any questions.

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Theme Music Credit

Happy Days In Summer by MusicLFiles

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