The Money & Meaning Journey

A Guide to Clarity, Financial Confidence, and Joy

2022 INDIES Finalist
Finalist, Business & Economics (Adult Nonfiction)
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#businessandeconomics

The novelist F. Scott Fitzgerald once famously said, “There are no second acts in American lives.” "The Money and Meaning Journey" aims to refute that assertion. It shows that it is possible for wealth and meaning to grow together in your life’s second act. Join Jeff Bernier as he walks readers through the process of uncovering “what matters most” and offers a toolkit for managing money in the second act of their lives through goal-focused investing, tax planning, and estate planning.