Host Jeff Bernier welcomes special guest Matt Reiner to explore a wide range of topics that are at the forefront of the financial advisory world:
Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™, and partner at Capital Investment Advisors, a RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, a RIA that deals with the investment needs of the mass affluent.
Jeff Bernier is a CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant, and President of TandemGrowth Financial Advisors, LLC a RIA in Alpharetta, GA. He has been providing personalized financial advice to individuals and families since 1986. Jeff is the author of The Money & Meaning Journey: A guide to clarity, financial confidence, and joy.
In the Zone 🧘♂️ Harnessing Flow in Financial Advising with Dr. Jordan Hutchison
Mapping Joy 🗺️ A Conversation on Travel, Career, and Embracing Life with Guest Rachael Levine
Love, Trust, and Money 💑 Strategies for Financial Harmony with guests Doug and Heather Boneparth
Investment Insights 🗣️ A Conversation with Ben Felix, Co-Host the Rational Reminder Podcast
The Year-End Positive Focus: Finding Optimism Amidst Challenges
Year-End Tune-Up 🔧 Financial Checklist Ideas for Different Life Stages with guest Mona Fahmy
A Deep Dive into Investing: From Human Capital to AI with Wes Crill of Dimensional Fund Advisors
Embracing an Investment Philosophy: Guiding Your Journey with Rationality and Resilience
From the Navy to Consultancy: Navigating Meaning and Success in your Second Act with guest Bruce Johnsen
Unlocking the Wisdom of the Dying: 8 Regrets of the Dying and 5 Keys to Living and Dying Regret-Free with Dr. Allen Hunt
Build A Portfolio That Assumes the Market is ”Right” with guest PWL Capital’s Cameron Passmore
Maximizing Social Security Benefits: Special guest Alicia Lipscomb shares her expertise to help navigate the program
How to Achieve ”Funded Contentment” in Your Life with guest Brian Portnoy
How to Create Significance in Your Second Half with guest Dick Gygi, Founding Partner of FUEL
Why Should I Care About the Medicare Annual Election Period? with Special Guest Chase Carey
How Should I Prepare for Open Enrollment? with Special Guests from BIS Benefits
Are you ready for the ”Big Four” transitions of aging?
”Hey Alexa, is the 60/40 portfolio dead?”
Why is Cyber Crime on the Rise and How Can You Protect Yourself?
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