Jeff Bernier - The Money and Meaning Journey
Standard Deviations with Dr. Daniel Crosby
English - February 02, 2023 05:00 - 39 minutes - 36.5 MB - ★★★★★ - 102 ratingsEducation invesment how to invest dr. daniel crosby behavioral finance fintech daniel crosby befi behavioral economics investor psychology investor emotion Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Tune in to hear:
- What led Jeff to sometimes act inauthentically in the past and what snapped him out of this?
- How does the client experience look different between those with an authentic, holistic advisor and those who have an advisor with a top producer type mindset?
- What does Jeff see as the most common impediment that’s keeping people from creating a meaningful money life?
- How do we get people to shift from a solipsistic approach to what Jeff describes as “other focused?” Considering this - should one’s advisor play a role in encouraging this shift within them?
- What role does hard work play in crafting a meaningful money journey? How can this element of wellness be sustained once one is retired?
- If someone who is listening doesn’t already have an advisor and they are looking to find one with a very holistic approach that goes beyond the meat and potatoes of their financial life, how should they go about vetting various advisors?
https://www.jeffbernierauthor.com
Compliance Code: 0108-OAS-1/17/2023