The Money & Meaning Journey
Advantage Media Group (Verlag)
978-1-64225-262-0 (ISBN)
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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.
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 life’s 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.
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 Hero's Journey
Chapter 5 - VUCA, Finances, and the Hero's Guide
Part 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 Free
Part 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 Investing
Conclusion
| Erscheinungsdatum | 03.10.2022 |
|---|---|
| Verlagsort | Charleston |
| Sprache | englisch |
| Maße | 152 x 228 mm |
| Themenwelt | Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft ► Bewerbung / Karriere |
| Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft ► Geld / Bank / Börse | |
| Sachbuch/Ratgeber ► Gesundheit / Leben / Psychologie | |
| ISBN-10 | 1-64225-262-X / 164225262X |
| ISBN-13 | 978-1-64225-262-0 / 9781642252620 |
| Zustand | Neuware |
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