TandemGrowth Financial Advisors, LLC

08/31/2026

🤖 Will AI replace financial advisors?

AI is changing what technology can do in financial planning. But as AI gets better at providing answers, we believe an important question remains: Are we asking the right questions?

In the latest Money & Meaning Perspectives, we explore what AI could mean for the future of financial advice and where human experience, judgment, and perspective may still matter.

🎧 Listen to the full episode: https://www.podbean.com/eas/pb-6v778-1b478ea
👀 Watch the full episode: https://youtu.be/YVO-vfO0n6c

08/21/2026

There's something special about walking in for a meeting and being greeted by someone who genuinely remembers you. For five years, Cheryl Teal has been that person for our clients. As our Wealth Management Support Associate, she brings warmth, energy, and care to everything she does.

We're so grateful for everything she brings to our team and our clients. Happy 5 year anniversary, Cheryl!

Learn more about Cheryl here: https://www.tandemgrowth.com/team/cheryl-teal/

08/19/2026

How often do you check your investment portfolio? 👀

In this A Wealth of Common Sense article, Ben Carlson looks at how frequently the stock market has historically been below its previous all-time high and why checking your portfolio too often can make normal market volatility feel much more significant.

One of the key takeaways:

➡️Checking your investments more often doesn't change their performance, but it may change how you react to them.⬅️

At TandemGrowth, we believe a thoughtful financial plan can provide helpful context during periods of market volatility and keep the focus on long-term goals rather than short-term market movements.

Ben's rules for how often to check your portfolio.

08/18/2026

What happens when you achieve the financial success you've been working toward, but realize success alone isn't enough?

In the latest episode of The Money & Meaning Show, host Jeff Bernier talks with entrepreneur and investor John Hutchinson about what happened after building and exiting a fast-growing company, facing a health crisis, and reconsidering what mattered most.

Their conversation explores life after a liquidity event, the tradeoffs that can come with business growth, and finding purpose beyond financial success.

🎧 Listen to the full episode here: https://www.podbean.com/eas/pb-8y2v2-1b39c1d

👀 Watch the full episode here: https://youtu.be/Bj-IBMhiqFQ

Interested in more episodes of Money & Meaning? Explore the show here: https://www.tandemgrowth.com/resources/money-meaning-show/

08/14/2026

The best time to prepare for a bear market isn't after one has already begun.

We don't know when the next bear market will arrive, what will cause it, or how long it will last. And we don't try to predict those things.

What we can do is prepare.

In our latest blog, Jeff Bernier shares “A Letter for the Next Bear Market,” written as though the next downturn has already arrived. It's not a market forecast or a response to current market conditions. Instead, it's a reminder of what investors can consider when markets become uncomfortable and how thoughtful financial planning can help prepare for periods of uncertainty.

Read the full letter here: https://www.tandemgrowth.com/blog/a-letter-for-the-next-bear-market/

08/04/2026

The purpose of wealth isn't wealth. The purpose of wealth is freedom. And the purpose of freedom is deciding what matters most.

Retirement isn't simply the end of a career. It can be the beginning of an entirely new stage of life.

In this month's Money & Meaning Perspectives, Jeff Bernier reflects on insights from Chip Conley and Arthur Brooks to explore questions many successful professionals eventually face:

• Who am I beyond my career?
• How does success change in the second half of life?
• What does it mean to live with greater purpose, wisdom, and intention?

Whether you're preparing for retirement or already retired, this episode offers a thoughtful perspective on one of life's biggest transitions.

🎧 Listen here: https://www.podbean.com/eas/pb-z8rze-1b29c1f
👀 Watch here: https://youtu.be/zLMgmXqEEQc

07/20/2026

Choosing a financial advisor is an important decision, especially during the years leading up to retirement.

For many corporate executives, the conversation extends beyond investment management. Equity compensation, deferred compensation, pensions, tax planning, retirement income, and legacy planning may all be part of the discussion.

In our latest article, Jeff Bernier shares several considerations that may be helpful as you evaluate financial advisors and think about the planning relationship that's right for you.

Whether you're beginning your search or know someone who is, we hope you find it to be a useful resource.

Managing wealth as a corporate executive involves complexity that goes well beyond a standard investment portfolio. Equity compensation, deferred compensation plans, concentrated stock positions, pension decisions, and the approaching transition out of a demanding career

07/16/2026

What if you could fast-forward 20 years?

One of the most powerful questions we ask during our discovery process isn’t about investments or retirement projections.

It’s this:

“If we were sitting here 20 years from today looking back, what would need to happen—personally, professionally, and financially—for you to feel good about what you’ve accomplished?”

The answer often reveals what matters most. Once that’s clear, financial decisions become less about chasing numbers and more about supporting the life you want to build.

Listen to this short clip from The Money & Meaning Show, where Jeff Bernier shares why this question is such an important part of our conversations with clients.

What if financial planning started with your life instead of your i...

07/16/2026

"Retirement is an existential transition. You aren't just stopping work. There is a shift in meaning. There is a shift in purpose."

That's one of the many insights Dr. Joy Lere shares in the latest episode of The Money & Meaning Show with Jeff Bernier.

For many successful professionals, preparing for retirement involves more than financial planning. It also means thinking about purpose, identity, and what comes next when work is no longer at the center of your life.

If you're within 10 to 15 years or less of retirement, we think you'll find this conversation worth listening to.

🎧 Listen here: https://www.podbean.com/eas/pb-w5ym2-1b104b8
👀 Watch here: https://youtu.be/wQAb5m-rvWU

07/14/2026

2026 has already brought plenty of market headlines, from AI and inflation to fiscal deficits and the economy.

We're opening up our 2026 Mid-Year Investment Review to anyone who would like to join us for this complimentary live webinar.

During the webinar, Jeff Bernier, CFP®, ChFC, CFS, President and Wealth Advisor at TandemGrowth Financial Advisors, LLC, and special guest Larry Swedroe, author and frequent speaker on investing and behavioral finance, will discuss what's happened in the markets so far this year and explore several topics that continue to shape the investment landscape.

Tuesday, July 28, 2026
5:15 PM EDT
Live Online Webinar

Topics to include:
• Year-to-date market performance and broad asset classes
• The U.S. economy
• AI, productivity, and the investment landscape
• What history can teach us about the current AI investment boom
• Risks of fiscal deficits
• General thoughts on asset allocation
• Live Q&A with Jeff and Larry

Can't attend live? Register anyway, and we'll send you the replay after the webinar.

Reserve your spot here: https://attendee.gotowebinar.com/register/7896904073351334489?source=SM

Disclosure: TandemGrowth Financial Advisors, LLC is an SEC-registered investment adviser. This webinar is provided for informational and educational purposes only and is not intended as personalized investment, tax, or legal advice. Larry Swedroe is an independent third-party consultant and is not affiliated with or employed by TandemGrowth Financial Advisors, LLC. He does not provide direct advice to TandemGrowth clients. Please consult your financial, tax, or legal advisor regarding your individual circumstances.