Emotional Balance Sheet with Paul Fenner
Welcome to the Emotional Balance Sheet, the go-to podcast for parents with multiple kids, especially those with twins, triplets, or more, who are navigating the maze of modern family life and personal finance. Whether you're overwhelmed by education costs, retirement planning, career transitions, or trying to define your purpose and plan, we're here to guide you with empathy, expertise, and encouragement. Hosted by Paul Fenner, Founder of TAMMA Capital, a Certified Financial Planner®, and parent to 4 kids, including a set of triplets, our podcast is your ally in the quest for financial peace of mind, proving that money matters, but family comes first. We understand that today's parents are juggling multiple financial and lifestyle priorities. That's why each episode is packed with actionable insights and real-world solutions that fit the needs of busy families. Subscribe now and join our community of empowered parents at tammacapital.com.
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How Parenting Challenges Shape Real-World Financial Advice
06/26/2025
How Parenting Challenges Shape Real-World Financial Advice
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 numbers. And how learning to manage expectations (my kids, my clients, and my own) has made me a better advisor — and a dad. One key point I hope you takeaway is that emotional awareness — not just financial knowledge — can help you make better decisions for your family's future. If you've ever felt the weight of trying to do it all — save for college, plan for the future, and still be present with your family — this one's for you. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics.
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Spending vs Saving: Tools for Couples to Align Money Values and Find Harmony with Dr. Jennifer Dragonette
06/19/2025
Spending vs Saving: Tools for Couples to Align Money Values and Find Harmony with Dr. Jennifer Dragonette
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 laughs (wait until you hear the bit about pickles). Whether you're deep in financial negotiations with your partner or want to understand your own patterns better, this episode is packed with real-life insights, proven strategies, and stories that will hit home. Please enjoy my conversation with Dr. Jennifer Dragonette. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics.
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Tariffs, Taxes & Tumult: What Investors Need to Know This Summer
06/12/2025
Tariffs, Taxes & Tumult: What Investors Need to Know This Summer
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, your investment strategy should align with your long-term purpose and personal goals. Whether you're planning for retirement, saving for college, or just trying to sleep well at night, staying focused matters. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics. Resources Featured in This Episode:
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Everything You Wanted to Know About Investing in Farmland but Were Afraid to Ask
06/05/2025
Everything You Wanted to Know About Investing in Farmland but Were Afraid to Ask
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 the logic behind buying a finite resource in a world with growing demand and shrinking supply. Rob and I contrast farmland ownership with other forms of real estate, clear up myths about big corporations taking over family farms, and discuss the mechanics of lease agreements, appreciation, and investor returns. We highlight the intersection of technology, generational farming, and accessible investing, reminding you why sometimes the best asset class is the most boring one in your portfolio. Growing up in multiple farming communities, I have wanted to have this conversation for some time. Please enjoy my conversation with Rob Moore. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics.
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Aligning Assets and Liabilities The Role of Temporal Diversification
05/29/2025
Aligning Assets and Liabilities The Role of Temporal Diversification
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 dealing with the emotional rollercoaster of a fluctuating stock market. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics. Resources Featured in This Episode:
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Behind the Scenes at the White House: The Emotional Impact of Life Transitions
05/22/2025
Behind the Scenes at the White House: The Emotional Impact of Life Transitions
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 leaders—matters for democracy and public accountability. We break down the history and unique mission of the Associated Press, unpack how information is shared and sourced across news organizations, and reflect on the increasingly complex challenge of finding and trusting unbiased news today. Just as important, we dive deeper into broader themes of personal growth, identity, and the emotional transition from a demanding career into new chapters of life—touching on the difficulty of balancing ambition, self-reflection, and gratitude. With plenty of wisdom for professionals, families, and anyone curious about the media's role in society, this episode is a must-listen for anyone trying to sort facts from noise and find emotional balance in a fast-paced world. Please enjoy my conversation with Ben Feller. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics.
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Helping Families Navigate Financial and Emotional Worries
05/15/2025
Helping Families Navigate Financial and Emotional Worries
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 or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics. Resources Featured in This Episode:
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Building Bridges in Relationships: The Impact of Yes And on Understanding with Dr. Jennifer Dragonette
05/08/2025
Building Bridges in Relationships: The Impact of Yes And on Understanding with Dr. Jennifer Dragonette
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 use of interpersonal effectiveness skills like the DEAR MAN technique, and the significance of regular check-ins to foster connection. We also highlight the importance of reinforcing positive communication patterns and enjoying the journey of growth in relationships. Please enjoy my conversation with Dr. Jennifer Dragonette Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics.
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Money Can Buy Happiness: Up to a Point
05/01/2025
Money Can Buy Happiness: Up to a Point
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 discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics.
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Your Holding Period Matters Most
04/24/2025
Your Holding Period Matters Most
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 started and uncover the power of purposeful planning. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics.
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Bridging the Gap Between Financial Anxiety and Reality with Dr. Jennifer Dragonette
04/17/2025
Bridging the Gap Between Financial Anxiety and Reality with Dr. Jennifer Dragonette
How do you bridge the gap between the anxiety you may be feeling and the realities of your current situation? Our resident therapist, Dr. Jennifer Dragonette, explains the core principles of ACT, a behavioral therapy developed by Dr. Steven Hayes, designed to foster present-moment awareness, acceptance of reality, and cognitive diffusion. Dr. Jen makes these concepts accessible, helping listeners visualize their thoughts as separate entities that can be managed rather than overtaken by them. Our conversation focuses on a listener question regarding a significant life transition—retirement—and how deeply ingrained financial anxieties clash with aspirations like generosity. We tie the realms of financial planning with understanding the psychological complexities that impact our financial decisions. Whether you're on the cusp of retirement or navigating any transitional phase, this insightful dialogue will equip you with the tools to align reality with your aspirations. Please enjoy my conversation with Dr. Jennifer Dragonette. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics. Resources Featured in This Episode:
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What To Do When Your Hair Is On Fire
04/10/2025
What To Do When Your Hair Is On Fire
Modern life often throws us into "hair on fire" moments where stress feels insurmountable and overwhelming. Whether it's work demands, family responsibilities, or unforeseen challenges, we all experience these times when it seems impossible to maintain balance. Understanding and preparing for these "hair on fire" periods is crucial. Communicating with those around us can be beneficial when we anticipate a challenging season. Alerting family members or colleagues ahead of high-pressure events sets realistic expectations and opens pathways to much-needed support. A particularly common scenario for me occurs during tax season, symbolizing those stress-filled periods. As I put a cap on the 2024 tax season, I wanted to reflect upon an insightful conversation with my friend and coach, Dennis Mosley Williams, about navigating these intense moments. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics. Resources Featured in This Episode:
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Managing Anxiety in Market Meltdowns with Dr. Jennifer Dragonette
04/03/2025
Managing Anxiety in Market Meltdowns with Dr. Jennifer Dragonette
Does the current stock market volatility have you wondering what's next? It's a normal emotional response to feel anxiety or even a little bit panicked when events around you seem to be in chaos, which can apply to personal events, politics, and, yes, the stock market. Dr. Jennifer Dragonette is back to walk us through how we can navigate these personal and financial anxieties. We delve into finding harmony between our rational and emotional minds, especially when facing fluctuations in the financial market and the anxiety it can bring. Even during stressful situations, having a positive outlook, establishing relationships with trusted advisors, and using practices like gratitude lists can help maintain calm in times of uncertainty. Dr. Jen also sheds light on how these strategies can be applied beyond finance, such as in recovery from personal challenges or handling political anxiety. Please enjoy my conversation with Dr. Jennifer Dragonette. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics.
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Transforming Consumer Mode to Creator Mode - Matt Zeigler
03/20/2025
Transforming Consumer Mode to Creator Mode - Matt Zeigler
What happens when two financial advisors get together for a conversation about non-financial planning topics? A dynamic conversation that dives into current culture and the broader landscape of behavioral finance. My friend and colleague Matt Zeigler joins me for a first-of-its-kind Emotional Balance Sheet podcast episode. There was no agenda, pre-scheduled questions, or thoughts on how the conversation would go. It is completely unfiltered. We explore the importance of community and continuous learning, sharing their experiences from being part of Brian Portnoy's Building the Behavioral Advisor group and why behavioral finance is a topic the public should know more about. We navigate the concept of remaining connected in a world that feels increasingly disconnected, uninformed, and calloused, emphasizing the value of turning consumers into creators to break the cycle. We explore the challenges of creating a personal archive for complete thoughts amidst the constant barrage of information, touching on Matt's innovative Cultish Creative YouTube channel. Please enjoy my conversation with Matt Zeigler. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics. Resources Featured in This Episode:
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How to Find Personal Fulfillment - Dr. Jennifer Dragonette
03/13/2025
How to Find Personal Fulfillment - Dr. Jennifer Dragonette
What does rock climbing have to do with mental and financial health? While Dr. Jennifer Dragonette offers her compassionate expertise to communities in crisis, she also shares a passion for rock climbing—a pursuit that intertwines with her professional insights. Dr. Jen explains how this adventurous sport complements her work as a therapist. She reveals how rock climbing's demands for balance, mental fortitude, and fear management mirror the complexities of navigating life's emotional challenges. We also uncover Dr. Jen's career transition journey, from holding significant leadership roles in healthcare organizations to establishing her private practice. Her story is a testament to the power of aligning one's career with personal values and overcoming societal expectations to find true professional fulfillment. I think this conversation can provide valuable insights for anyone grappling with career transitions, anxiety, or simply seeking to understand the interplay between physical activities and mental well-being. Whether you're scaling rock walls or facing life's everyday challenges, I hope this conversation inspires and resonates with you. Please enjoy my conversation with Dr. Jennifer Dragonette. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics.
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Balancing Meals on the Go Healthy Choices for Busy Families - Dr. Teryn Clarke
03/06/2025
Balancing Meals on the Go Healthy Choices for Busy Families - Dr. Teryn Clarke
As busy parents on the go, it’s hard not to opt for the convenience of quick meals, which may not be the best option for our kids. As chaotic as schedules can get, we still want to find the most optimal meal options for our kids. Dr. Teryn Clarke is back with us to break down why proteins are indispensable, not just for muscle maintenance and growth but also for brain health. We discuss the challenges parents face in ensuring their kids, especially active ones like my swimmer daughter Madison, get the right amount of protein amidst hectic schedules. Dr. Clarke provides practical advice on choosing healthier fast-food options, like Chipotle, and emphasizes the importance of aiming for quality proteins, even on the go. We also tackle some misconceptions about deli meats and intermittent fasting, offering insightful strategies to make more informed dietary choices without feeling overwhelmed or restricted. Please enjoy my conversation with Dr. Teryn Clarke. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics.
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Are You Surrounded by Cheerleaders or Champions?
02/27/2025
Are You Surrounded by Cheerleaders or Champions?
We live in an age where the 24-hour news cycle perpetuates political controversy and sensational headlines. It's tempting to believe that staying informed means consuming every detail these channels broadcast. Yet, in our personal and financial lives, this noise often creates anxiety rather than clarity. It's crucial to recognize that not every news story or social media post warrants our attention or reaction. Instead, we must cultivate an environment where significant matters—those directly impacting our lives and well-being—take precedence. So, how can we filter out this noise and focus on what truly matters? Today, I cover a few insights into managing this overwhelming influx and aligning your priorities toward genuine fulfillment. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics. Resources Featured in This Episode:
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How to Master Credit Card Reward Programs with Spencer Howard
02/20/2025
How to Master Credit Card Reward Programs with Spencer Howard
Have you ever asked yourself what the best credit card to use for my family and me is? I get this question a lot and it is a topic I have wrestled with myself. Today, I am talking with someone who can help all of us navigate the complexity of credit card points and rewards systems. Spencer Howard is the founder of Straight To The Points. Spencer has built an entire business around helping individuals and families save money on travel and go to places they never would have dreamed of. Our conversation focuses on how to choose the right card based on individual spending habits and travel needs. We cover the importance of having a credit card strategy, the differences between cash back and points, and the significance of paying off credit cards to avoid high interest rates. We also talk about family travel strategies, cost-effective flight options, and the importance of choosing the right credit cards to maximize rewards. Please enjoy my conversation with Spencer Howard. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics.
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Understanding Make Sureing: The Fine Line Between Support and Control with Dr. Jennifer Dragonette
02/13/2025
Understanding Make Sureing: The Fine Line Between Support and Control with Dr. Jennifer Dragonette
Have you ever heard of the term "make sureing?" Today, we delve into a term coined by Dr. Jennifer Dragonette to describe our frantic attempts to control situations or emotions beyond our control. Though often well-intentioned, we explore how this behavior can lead to unintended consequences, especially within family dynamics and relationships. Dr. Jen sheds light on the evolution of “make sureing” and its impact on those doing the make sureing and those being made sured. Dr. Jen explains how this behavior can inadvertently undermine the competence of others, leading to feelings of resentment and power struggles. I share personal anecdotes about the balancing act of managing a large family, while Dr. Jen offers practical advice on how to shift from controlling behaviors to more supportive approaches. We also touch upon how these concepts apply beyond the family setting, especially in career transitions and times of emotional stress. Please enjoy my conversation with Dr. Jennifer Dragonette. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for
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Interrupting Stress with Microdoses of Relaxation with Dr. Teryn Clarke
02/06/2025
Interrupting Stress with Microdoses of Relaxation with Dr. Teryn Clarke
How do you manage stress in the face of small or large-scale traumatic events? Dr. Teryn Clarke is back with us to tackle a pressing issue—how to manage stress when trauma feels like it is all around us, especially in the face of large-scale traumatic events like the recent fires in California. Dr. Teryn, who is based in Orange County, shares firsthand accounts of the devastation, highlighting the emotional toll on displaced families and communities. Our conversation centers on effective techniques for managing stress, emphasizing the importance of microdoses of relaxation through simple breathing exercises. Dr. Teryn explains the physiological impacts of stress on the body, particularly elevated levels of cortisol, and how they can be mitigated. We also cover the benefits of maintaining good nutrition, the critical role of socialization in mental health, and practical tips to help both adults and children handle anxiety and stress in their daily lives. Whether you’re dealing with minor daily stressors or major life events, this episode provides actionable insights to help you maintain emotional balance. Please enjoy my conversation with Dr. Teryn Clarke. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics.
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Cutting Through the Noise: Removing Distractions for Decision Making - Paul Fenner
01/30/2025
Cutting Through the Noise: Removing Distractions for Decision Making - Paul Fenner
Have you missed me on Instagram or Facebook? It's been two months since I shut down my accounts on those platforms, and I have not received one request for me to come back on. My point gets to the heart of the topic I am talking about today, the concept of 'noise' in decision-making, particularly in financial planning and portfolio management. There is a strong need to filter out irrelevant information, especially political noise, to focus on what truly impacts your personal and financial life. I share a few personal anecdotes to illustrate how I manage the noise in my life and work, advocating for a mindful approach to information consumption. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics. Resources Featured in This Episode:
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Navigating Anxiety: Strategies for Managing Stress in a New Year - Dr. Jennifer Dragonette
01/23/2025
Navigating Anxiety: Strategies for Managing Stress in a New Year - Dr. Jennifer Dragonette
In this conversation, Dr. Jen Dragonette and Paul Fenner explore the pervasive issue of anxiety, particularly during the start of a new year and in the context of recent societal events. Dr. Jen highlights the physical manifestations of anxiety, the importance of understanding its nature, and the role of mindset in managing anxious thoughts. Our conversation emphasizes the concept of agency, the need for connection, and the power of communication in overcoming feelings of isolation and fear. Through personal anecdotes and professional insights, they provide listeners with strategies to cope with anxiety and foster emotional wellness. Please enjoy my conversation with Dr. Jenifer Dragonette. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics. Resources Featured in This Episode:
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The Brain’s Role in Goal Achievement and Parenting Dr. Teryn Clarke
01/16/2025
The Brain’s Role in Goal Achievement and Parenting Dr. Teryn Clarke
We all know this time of year spurs great interest in setting goals and resolutions, but do you know the difference between the two? Dr. Teryn Clarke, our resident neurologist expert, walks us through the difference between goals and resolutions and why we should focus on goals and not resolutions. Specifically, we address the acronym SMART when setting goals. We explore the vital role of tiny wins in habit building and the rewarding shift in medicine and financial planning towards a more collaborative, lifestyle-centric approach. As an added bonus, Dr. Teryn and I reflect on the transitions from daily parenting struggles to the satisfaction of seeing our children become independent adults. Please enjoy my conversation with Dr. Teryn Clarke Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics.
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16 Days That "Made" 2024
01/09/2025
16 Days That "Made" 2024
Welcome to "Emotional Balance Sheet," and a Happy New Year to all our listeners! Back from a refreshing holiday break with my family, I wanted to take a retrospective look at the financial markets in 2024—a year marked by fascinating highs and lows. I'll break down the key moments that drove the S&P 500 to a 23% gain, highlighting just 16 critical trading days among 252. Most importantly, we'll discuss the implications for your wealth management and portfolio strategies as we navigate the new year. Whether you're just starting out or planning for retirement, staying diversified and consistently invested are crucial takeaways. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics. Resources Featured in This Episode:
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Dr. Jennifer Dragonette – Learning How to Use Time as a Resource
12/19/2024
Dr. Jennifer Dragonette – Learning How to Use Time as a Resource
Do 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 or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on , , and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics.
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Dr. Teryn Clarke – Preventing Alzheimer's: The Power of Cognitive Exercise
12/12/2024
Dr. Teryn Clarke – Preventing Alzheimer's: The Power of Cognitive Exercise
Dr. Teryn Clarke – Preventing Alzheimer's: The Power of Cognitive Exercise What if you could prevent cognitive decline such as dementia or Alzheimer's? Would you do it, even if it meant you had to make significant life changes? Dr. Teryn Clarke, our resident neurologist expert, discusses the significance of cognitive exercise for maintaining brain health and preventing cognitive decline, particularly Alzheimer's disease. Our conversation explores various cognitive exercises, the importance of lifelong learning, and the role of motivation in making lifestyle changes. Dr. Clarke emphasizes that while cognitive exercises can help preserve brain function, reversing cognitive decline is challenging once symptoms appear. The episode highlights the need for early intervention and the adoption of healthy habits to promote brain health. We discuss gamified cognitive programs, manual brain exercises, and the crucial concept of cognitive reserve, all actionable strategies for better brain health. Please enjoy my conversation with Dr. Teryn Clarke. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on , , and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics.
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Jill Benedict – Planning Family Vacations: Cruise or All-Inclusive Resort
12/05/2024
Jill Benedict – Planning Family Vacations: Cruise or All-Inclusive Resort
Summary Where do you want to take your family on vacation? What vacation would work best for you and your family? These are the questions I explored with Jill Benedict, our resident vacation planning expert. Jill and I explore the various vacation options, including cruises and all-inclusive resorts, and provide insights on choosing the best vacation type based on family needs and preferences. Our conversation delves into the differences between cruise experiences and resort stays, highlighting factors such as room size, activities, and nightlife. We also touch on important budgeting for vacations, including drink packages and overall costs, helping you navigate your travel decisions effectively. Jill and I discuss the various aspects of travel planning, focusing on the cost comparisons between cruises and all-inclusive resorts, the hidden costs associated with theme park vacations, and the importance of budgeting for excursions. We also delve into managing additional costs on cruises, the best times to book, looking for deals, and future travel topics such as Europe and Alaska. Please enjoy my conversation with Jill Benedict. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on , , and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics.
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Dr. Jennifer Dragonette – Uncovering Core Values for Financial Clarity and Emotional Balance
11/21/2024
Dr. Jennifer Dragonette – Uncovering Core Values for Financial Clarity and Emotional Balance
Imagine trying to find your way in the dark without a light. Even if you have a plan, do you have a light to help show you the way? Our purpose and values are the light that helps to guide us along our lives and weaves itself into our financial plans. Our resident therapist expert, Dr. Jennifer Dragonette, helps us explore how deeply our emotions and core values influence financial decisions, especially as we transition through various life stages. Dr. Jen shares a fascinating exercise to help you quickly identify your core values, providing a clear lens through which you can assess and make financial choices that resonate with what truly matters to you. We also discuss the how confidence, fear, and intentionality play critical roles in managing finances effectively. Whether you're grappling with aligning financial actions to your life values or simply curious about understanding the barriers to your personal goals, this episode offers compelling perspectives and practical tools to help navigate your financial and emotional landscape. Please enjoy my conversation with Dr. Jennifer Dragonette. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on , , and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics.
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Ayelet Fischbach – The Science of Motivation and Strategies to Help You Achieve Your Purpose
11/14/2024
Ayelet Fischbach – The Science of Motivation and Strategies to Help You Achieve Your Purpose
Have you ever set a goal and wondered why is this really important to me? Or did you set an objective and lose your motivation while trying to achieve it? I welcome back to the show Professor Ayelet Fishbach, Eric J. Gleacher Distinguished Service Professor of Behavioral Science and Marketing at the University of Chicago. Ayelet is a motivation scientist and author of Get it Done: Surprising Lessons from the Science of Motivation. Ayelet is also known as the godmother of motivation! Ayelet sheds light on the low correlation between wealth, happiness, and success and emphasizes the importance of knowledge over sheer willpower. We discuss the role of situational awareness and the art of reframing to navigate obstacles and stay on track with your goals. Throughout the conversation, Ayelet shares actionable strategies for reframing discomfort as growth, anticipating obstacles, and continuously refining our understanding of what drives us. Whether you're facing financial decisions or personal growth challenges, we identify strategies to help you align your goals with your life's purpose. Please enjoy my conversation with Professor Ayelet Fishbach. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on , , and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics.
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Paul Fenner – Is the Election Over Yet?
11/07/2024
Paul Fenner – Is the Election Over Yet?
By the time this episode is released, I sure hope we have an answer to who won the 2024 presidential election. I wanted to take a few minutes to explain my strategy of how I have handled this current election cycle, highlighting what I have done and, more importantly what I have not done. While tuning out the noise of the election is hard, patience and long-term strategies must win out vs. over-reactive decision-making based on political outcomes. Market performance is not solely dictated by what party is in power but rather by fundamental company performance and economic indicators. I encourage you to focus on your financial plan and the best ways to achieve it through our spending, savings, and investment strategies. Connect with Paul Contact Paul or schedule a time to meet with Paul . For resources discussed in this episode, visit . Follow Paul on , , and . And feel free to email Paul at with any feedback, questions, or ideas for future guests and topics.
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