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

Description: The Money & Meaning Journey by Jeff Bernier "Ive had a successful career, and Im financially comfortable—but it still seems like something is missing."Youre 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, youll read about risk management, retirement planning, investments—but more importantly, youll 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 doesnt separate your bank statement from your inner life, your spiritual quest from your material needs, or your money from your lifes meaning. FORMAT Hardcover LANGUAGE English CONDITION Brand New Author Biography JEFF BERNIER is a Certified Financial Planner® Professional, public speaker, and author with more than thirty-six years of experience providing personalized financial planning advice to individuals and families. As president and founder of Tandem Growth Financial Advisors, LLC, a fee-only wealth management firm, his mission is to help people create the clarity and confidence to lead a great life—as they uniquely define it.His work focuses on helping others merge their financial resources with their inner lives, their spiritual quests with their material needs, and their money with lifes true meaning.Jeff is a husband, father, and grandfather. He enjoys playing golf, fishing, traveling, and reading. He uses his life experience and his professional knowledge to help others explore how wealth and joy can grow together in every phase of life. Table of Contents Part 1 - Enjoying The Journey Chapter 1 - The Money and Meaning Journey Chapter 2 - Financial Peace and Meaning in Tandem Chapter 3 - Replace "Fake It Till You Make It" with the "Immortal Diamond" Chapter 4 - The Heros Journey Chapter 5 - VUCA, Finances, and the Heros GuidePart 2 - The Money and Meaning Experience Chapter 6 - Who Are You? Why Are You Here? Chapter 7 - Finding Your Act 2 Stage Chapter 8 - Creating Margin and Getting FreePart 3 - The Wealth Management Toolbox Chapter 9 - The Process Chapter 10 - Risk Management Chapter 11 - Tax Planning Chapter 12 - Income for Life Chapter 13 - Legacy Planning Chapter 14 - Evidence-Based Investing Chapter 15 - Behavioral InvestingConclusion Review "A perfect mix of suggestions based on personal anecdote, professional experience, and rigorous data. Instead of promising get rich quick schemes, Bernier provides a well researched, holistic roadmap for creating an ideal investment portfolio and, in the process, building a meaningful life." - Ashley Whillans; Harvard Business School Professor; Author, Time Smart: How to Reclaim Your Time and Live a Happier Life"Investing to help finance our future goals is a daunting task that requires attention, knowledge, and discipline. Jeff provides a toolkit to enlighten our investment journey, deal with the uncertainty of financial markets, and focus on our long-term goals with founded discipline." - Eduardo Repetto, PhD, Chief Investment Officer, Avantis Investors"There are plenty of books on spiritual freedom and plenty of books on wealth management, but never has there been one book that speaks authoritatively on both topics. Jeff nails it here. Drink deeply." - Jeff Spadafora; Founder and President, The Way; Author, The Joy Model: A Step-by-Step Guide to Peace, Purpose, and Balance Review Quote "There are plenty of books on spiritual freedom and plenty of books on wealth management, but never has there been one book that speaks authoritatively on both topics. Jeff nails it here. Drink deeply." - Jeff Spadafora; Founder and President,The Way; Author, The Joy Model: A Step-by-Step Guide to Peace, Purpose, and Balance Details ISBN164225262X Short Title The Money and Meaning Journey Pages 268 Language English ISBN-10 164225262X ISBN-13 9781642252620 Format Hardcover Subtitle A Guide to Clarity, Financial Confidence, and Joy Country of Publication United States NZ Release Date 2022-10-18 UK Release Date 2022-10-18 Author Jeff Bernier Publisher Advantage Media Group Imprint Advantage Media Group Audience General AU Release Date 2023-01-24 Year 2022 Place of Publication Charleston Publication Date 2022-12-01 US Release Date 2022-12-01 DEWEY 332.024 We've got this At The Nile, if you're looking for it, we've got it. With fast shipping, low prices, friendly service and well over a million items - you're bound to find what you want, at a price you'll love! TheNile_Item_ID:139157733;

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