The Money and Meaning Show

Are you using the right information to build your long-term investment portfolio? In today’s episode of Money & Meaning, Jeff discusses why it may be time to rethink traditional market assumptions, the reason ‘expected returns’ don’t always deliver expected outcomes, and why a ‘perfect’ portfolio isn’t always a perfect choice.

It’s a topic no one likes to talk about, but careful planning is the best way to ensure that money is the very last thing your loved ones will need to worry about should you die or become disabled. In today’s episode of Money & Meaning, Jeff discusses the important role of life insurance in your holistic wealth management plan.

It’s said that true wisdom doesn’t have to be complicated, and yet for many of us, the path to wise investing is anything but a straight line. In today’s episode of Money & Meaning, Jeff sheds light on ways to streamline that path, and how evidence-based investing can help you reach your long-term investment goals.

No one likes surprises—especially when it comes to money. But in an unpredictable world, how can investors make wise choices to reach their life goals? In today’s episode of Money & Meaning, Jeff shares the importance of focusing on the things that matter and instilling rules, habits, and disciplines that lead to success.

Building a concrete vision of your end game is really the only way to create meaningful change in your life. In today’s episode of Money & Meaning, Jeff welcomes special guest Jeff Spadafora, a Christian life coach and author The Joy Model. Jeff shares his own path toward meaning and offers insights on how to build a life of greater joy.

It’s often said that investors who fail to reach their goals do so not because of what their investments do, but what they do to their investments. In today’s episode of Money & Meaning, Jeff reveals how an evidence-based investment approach encourages healthier investor behavior and, ultimately, improves the potential for a rising income stream over time.

Your unique abilities are found in places where passion, excellence, and the ability to serve others intersect. But recognizing that confluence when it happens is often easier said than done. In today’s episode of Money & Meaning, Jeff walks through processes and tools that can help you excavate and identify your greatest strengths.

For many people, charitable giving is vital to Money & Meaning. In today’s episode, Jeff shares how the new tax law’s “free bridges” can be used to preserve your capital resources and align your gifting strategy with your personal values.