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"The Money & Meaning Journey: A Guide to Clarity, Financial Confidence, and Joy" by Jeff Bernier is a thoughtful and comprehensive book that combines financial planning with personal fulfillment. Bernier, a financial advisor with decades of experience, guides readers through a goal-focused, evidence-based process to align their money management with what matters most in life. The book emphasizes funding your dreams rather than just outperforming the market.
The book is structured into three parts: the first explores discovering what truly makes you happy and finding balance between life and money; the second offers practical methods for uncovering your unique skills and life’s meaning; and the third integrates this self-knowledge with essential financial information including risk management, retirement planning, and investments. Bernier incorporates philosophical reflections, personal anecdotes, and a spiritual perspective, encouraging readers to see beyond wealth accumulation to the purpose money serves in creating a joyful life.
Readers praise the book for its authentic, engaging tone, and for blending practical financial advice with deep life insight, making it especially valuable for those at or nearing retirement but useful for anyone seeking to connect inner meaning with financial confidence.
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