Join Jeff Bernier as he welcomes special guest, Chief Investment Officer of Avantis Investors®, Eduardo Repetto, Ph.D. to the show! 

As Chief Investment Officer, Eduardo is responsible for directing the research, design and implementation of Avantis Investors® investment strategies, providing oversight of the investment team and the firm's marketing initiatives, and interacting with clients.

In today's episode, Jeff and Eduardo discuss the evolution of investment management including some limitations of the great innovation called indexing as well as the outdated definition many have of the term "value." 

When it comes to estate planning, many feel overwhelmed or wonder if they need a plan. In this month's episode, Jeff welcomes Estate Planning Attorney Tony Turner to summarize the three to four legal documents everyone should have in place. They discuss why each of these documents is so important as well as give suggestions for how you can reduce your taxable estate during your life. Tony shares the common mistakes he sees people make when it comes to estate planning and recent changes to the law that may impact your plan.

For pilots, the pre-flight checklist is 100% mandatory. To be sure everything is in working order before takeoff, pilot and co-pilot work through a checklist verifying each step has been completed. From a financial perspective, a detailed pre-flight checklist is just as important. Listen in as Jeff details 5 key items you should check and crosscheck before takeoff on December 31!

To view in video format with visual exhibits: bit.ly/3oyf22I

“Humans are wired to act; markets tend to reward inaction.”

On today's episode of Money & Meaning, psychologist, behavioral finance expert, and New York Times best-selling author Dr. Daniel Crosby joins Jeff again to discuss the four consistent types of behavioral risk (ego, emotion, conservatism, and attention) and how they impact investment decision-making. He points to goals-based investing as one way to bring about positive behavior. Listen in to Jeff and Daniel describe additional techniques you can use to become a more rational investor!

"The important thing about an investment philosophy is that you have one you can stick with." David Booth, Co-Founder, Dimensional Fund Advisors

What is an investment philosophy and why does it matter? In this month's episode, Jeff tackles the fundamentals of a solid investment philosophy: faith in the capital markets, patience, and a disciplined approach. He shares practical considerations to develop your own investing process using the 6 pillars of TandemGrowth's investment philosophy. Click here for the 6 pillars of the investment journey to financial freedom.

It has been said "if you do what you love, you'll never work a day in your life." In this month's episode, Jeff discusses how this advice is not always true - how passion can become a double-edged sword. As he works with clients to uncover what matters most to them, it's important to recognize if passion has led to burnout. Are you feeling the signs of burnout? Listen in to the episode to find out why certain sectors, more specifically purpose-driven work, put employees at increased risk of burnout, how to recognize it, and what you can do to address it.

Join Jeff he as welcomes back special guest Jake DeKinder, CFA, Head of Client Communication with Dimensional Fund Advisors. They provide a primer on the concept of "evidence-based investing" and discuss how Dimensional evolves and constantly tests its own assumptions as many wonder "is the world different now?". What are Dimensional's views on potential tax increases, ETFs vs mutual funds, asset allocation, and implementation?

Is it time to panic about inflation? In this low yield, rising rate environment, should I even own bonds? As a long-term investor, should I invest in cryptocurrency?

As we enter the halfway point of 2021, TandemGrowth recognizes three themes in recent investor questions: inflation, interest rates, and crypto. Join Jeff as he welcomes special guest Jake DeKinder, CFA, Head of Client Communication with Dimensional Fund Advisors. Jake touches on how they address these topics with their investors as well as how you can think about these topics as they relate to your portfolio.

Join Jeff as he welcomes special guest Kevin Korhorn, CFP®, ChFC, AIF®, owner of Korhorn Financial Group, Inc., to explain the some of the recent changes related to the tax code. How could these changes impact your financial plan? Kevin and Jeff will share specific techniques and strategies they suggest as financial planners to their clients. Kevin argues that now more than ever working with a holistic financial planner is crucial as it relates to understanding your personal financial circumstances, developing techniques and strategies around tax planning, and help executing them alongside your tax professional. 

Listeners should not assume that this podcast serves as the receipt of, or a substitute for, personalized advice from TandemGrowth or from any other investment professional. Listeners should not use this podcast as the sole basis for any investment, financial planning, tax, estate planning, legal, or other decisions. Rather, a professional adviser should be consulted and/or independent due diligence should be conducted before implementing any options addressed in the podcast. TandemGrowth is neither a law firm nor an accounting firm. Without limiting the foregoing, the tax and estate planning information provided is general in nature. It is provided for informational purposes only, and should not be construed as legal or tax advice. Recipients should consult an attorney or tax professional regarding their specific legal or tax situation.

How do I retire? When can I retire? What do I want to do in retirement? Could lower expected returns or a potential bear market impact my ability to retire? Could I outlive my money?

If these are questions you've recently been asking yourself, you may just be our "hero". In this month's episode, Jeff takes us on a journey of a hero, a mid- to late-career executive, using the universal elements of storytelling from Joseph Campbell and Donald Miller. Will our hero find a guide to develop a plan for his or her problem? Listen in to find out!