Dr. Jennifer Dragonette – Learning How to Use Time as a Resource
Emotional Balance Sheet with Paul Fenner
Release Date: 12/19/2024
How Parenting Challenges Shape Real-World Financial Advice
Emotional Balance Sheet with Paul Fenner
Have you ever thought about the moments that help shape your beliefs and emotions? I want to share how being a dad to triplets (plus one!) has completely reshaped how I think about financial planning. From cheering at swim meets to navigating tough parenting moments, I've learned that raising kids isn't so different from guiding families through financial decisions. Both are emotional, both are messy at times, and both require a ton of empathy. I'll share some personal stories that changed how I work with clients — how understanding someone's money story is just as important as crunching the...
info_outline
Spending vs Saving: Tools for Couples to Align Money Values and Find Harmony with Dr. Jennifer Dragonette
Emotional Balance Sheet with Paul Fenner
Do you ever feel like you and your partner speak different languages regarding money? You're not alone. Our resident psychologist, Dr. Jennifer Dragonette, is back for a conversation that's equal parts practical, personal, and surprisingly fun. We're talking about the classic clash between spenders and savers—why it happens, how to navigate it, and what it takes to turn financial friction into a stronger connection. From our walk-and-talks to exploring the deeper stories we carry about money, this episode is full of honest, relatable moments, therapist-approved guidance, and even a few good...
info_outline
Tariffs, Taxes & Tumult: What Investors Need to Know This Summer
Emotional Balance Sheet with Paul Fenner
As summer heats up, two words are dominating headlines: the “Big Beautiful Bill” and—still hanging around—tariffs. In this episode, I break down: · What’s really inside the new tax legislation · Why tariff uncertainty is rattling corporate decision-making · How political theater might spike volatility (just in time for the 4th of July) · Why long-term investors should stay grounded—despite media noise While the news cycle may create short-term anxiety,...
info_outline
Everything You Wanted to Know About Investing in Farmland but Were Afraid to Ask
Emotional Balance Sheet with Paul Fenner
What's the first thing you think about when you hear the term farmland? Most people have likely never thought about investing in farmland, but today, I have the perfect guest to explain why you might want to consider it. Rob Moore, general manager at AcreTrader, dives into the details of farmland investing appeal as an asset class and why it can be a powerful addition to a diversified portfolio, especially during uncertain economic times. Rob breaks down the fundamentals of farmland investing, explaining how AcreTrader's platform works, what makes farmland investments unique, and...
info_outline
Aligning Assets and Liabilities The Role of Temporal Diversification
Emotional Balance Sheet with Paul Fenner
In the ever-fluctuating world of economics, navigating the complexities of investment and savings often feels like treading turbulent waters. One of the critical aspects of managing these complexities is aligning your assets to match your liabilities for long-term financial stability. Whether you're planning for retirement, saving for a child's college, or contemplating future investments, understanding and utilizing temporal diversification can pave the way for a more predictable financial future. In this episode, I break down what temporal diversification means and how it relates to...
info_outline
Behind the Scenes at the White House: The Emotional Impact of Life Transitions
Emotional Balance Sheet with Paul Fenner
What if you had a front-row seat to the world's stage in the Oval Office? Sounds like a cool gig. But what if it required giving up much of your personal life? I welcome back former AP White House correspondent Ben Feller for a candid conversation about the evolving landscape of the media, the importance of journalistic integrity, and the personal journey of navigating high-stakes careers. Ben shares stories from his front-row seat covering Republican and Democratic presidents and discusses why real-time press access to pivotal moments—like the Oval Office meetings with world...
info_outline
Helping Families Navigate Financial and Emotional Worries
Emotional Balance Sheet with Paul Fenner
There feels like a pervasive nature of worry in today's world, particularly in politics, financial markets, and emotional well-being. Now more than ever, we need to understand our emotional needs and what we are seeking out for advice. Are we seeking advice that is personal or financial? Are we looking to be heard? Or do we want to feel comforted in an uncertain time? How we communicate with each other and the people we trust, such as financial advisor, can lead to better support in navigating our concerns and making informed decisions. Connect with Paul Contact Paul ...
info_outline
Building Bridges in Relationships: The Impact of Yes And on Understanding with Dr. Jennifer Dragonette
Emotional Balance Sheet with Paul Fenner
Have you ever had a well-meaning conversation with a spouse, friend, child, or co-worker that went sideways? What if we could help ourselves prepare for some of our most important conversations? Our resident psychologist expert, Dr. Jen Dragonette, is back with us to explore the nuances of communication in relationships, particularly focusing on the importance of language and emotional dynamics. We cover the impact of phrases like 'yes, but' versus 'yes, and' and how these can shape interactions. Our conversation emphasizes the need for preparation before difficult discussions, the...
info_outline
Money Can Buy Happiness: Up to a Point
Emotional Balance Sheet with Paul Fenner
Morgan Housel has inspired a great deal of my thoughts on the intricacies between money and happiness. Today, I wanted to share a personal story about the interconnectedness of money and happiness, along with five key points that challenge the conventional wisdom around wealth and satisfaction. From understanding that money provides freedom rather than fulfillment to the notion that true wealth is peace of mind, I invite you to reflect on your own financial journey and its impact on your happiness. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources...
info_outline
Your Holding Period Matters Most
Emotional Balance Sheet with Paul Fenner
What matters most when it comes to portfolio returns? Here's what it's not: who is President or the crisis of the day. From the unpredictable daily swings of the S&P 500 to the long-term probabilities of success, I cover how aligning your assets with your objectives —whether short-term or for retirement—can safeguard your financial future. Plus, I unfold an important factor that will impact your portfolio returns. This episode is designed to provide you with peace of mind and a reassuring strategy for when the next market downturn inevitably arrives. Let's get...
info_outlineDo you wish you had more time? If you did have more time for yourself, what would you do?
Managing time and anxiety in a busy world, especially for parents, is an everyday occurrence. Our resident therapist expert, Dr. Jennifer Dragonette, and I continue to press forward with our conversations around defining our purpose and supporting them with our time.
During our conversation, we explore the importance of mindfulness, the myth of multitasking, and practical strategies for finding time for self-care and meaningful activities. Dr. Jen emphasizes the need for boundaries, the value of saying no, and the significance of tracking time to gain awareness of how it is spent.
An action item Dr. Jen has found beneficial with her patients is introducing the concept of a 'could-do' list and the 'pride practice' to help people focus on their values and celebrate their achievements. As always, we highlight the parallels between time and financial planning.
Please enjoy my conversation with Dr. Jennifer Dragonette.
Connect with Paul
Contact Paul here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn, Instagram, and Facebook.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.