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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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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Dr. Teryn Clarke – Building Healthy Habits: Overcoming Fear and Anxiety Through Tiny Changes
10/31/2024
Dr. Teryn Clarke – Building Healthy Habits: Overcoming Fear and Anxiety Through Tiny Changes
Dr. Teryn Clarke – Building Healthy Habits: Overcoming Fear and Anxiety Through Tiny Changes Do you ever wonder why fear takes over when trying to gain traction when it comes to your physical or financial health? Dr. Teryn Clake, our resident neurologist expert, is back to discuss why negative feedback loops are stronger than positive ones, making change difficult. Making changes is challenging due to the conflict between the primitive "lizard brain" (focused on immediate gratification) and the human prefrontal cortex (capable of long-term planning). Successful habit formation requires a three-pronged approach: resetting mindset, implementing tiny habits, and providing self-rewards. With insights from books like "" by James Clear, Dr. Teryn explains how tiny, incremental changes can lead to significant, lasting improvements. Additionally, we cover how visualizing long-term success and using practical tools like habit trackers can help solidify new behaviors. Listen as we uncover strategies for overcoming fear to harness the benefits of time and compounding in health and finances. Please enjoy my conversation with Dr. Teryn Clake. 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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How to Use Emotions as Information - Dr. Jennifer Dragonette
10/24/2024
How to Use Emotions as Information - Dr. Jennifer Dragonette
Every day, we are surrounded by our emotions. But how can we use our emotions as information rather than be bullied by them? Our resident therapist expert, Dr. Jennifer Dragonette, joins us once again to discuss the concept of emotions as information and explore how our feelings significantly impact our financial decisions, careers, and overall life choices. Dr. Jen shares practical techniques to navigate powerful emotions like fear and anger, emphasizing the importance of mindfulness, grounding, and understanding our values. She also introduces the concept of agency, helping us recognize that we have more control over our lives than we might realize. Whether you're dealing with a career setback, relationship challenges, or just seeking to improve your emotional intelligence, this conversation offers invaluable insights and actionable advice. We also highlight the crucial role of a supportive inner circle and how to effectively utilize our emotions to make better decisions and move forward. 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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Why Politics Should Stay Out of Your Portfolio
10/17/2024
Why Politics Should Stay Out of Your Portfolio
If you haven't heard, a presidential election is happening this year. This often leads to a topic of conversation or a series of questions about what will happen to the stock market, depending on who wins. In this episode, I dive into why politics should stay out of your portfolio. Why time invested in the market is better than trying to time the market. And there is data that squarely proves this concept. This is the first episode that might be better to watch/listen to on our YouTube channel as I utilize various charts to illustrate that investment success isn't tied to whether a Republican or Democrat is in office but rather to consistently staying invested over time. There is actionable advice for navigating the emotional roller coaster of investing, especially in politically charged times. My objective with this conversation is to equip you with the knowledge to stay focused on long-term financial health, regardless of who occupies the White House. 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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The Hidden Dangers of Seed Oils for Brain Health - Dr. Teryn Clarke
10/10/2024
The Hidden Dangers of Seed Oils for Brain Health - Dr. Teryn Clarke
Dr. Teryn Clarke is back with us to delve into a topic affecting our health in surprising ways: seed oils. Have you ever wondered about the hidden impacts of common cooking oils on your brain and overall well-being? Dr. Clarke explains what seed oils are, where they come from, and how they contribute to inflammation—a key factor in diseases like Alzheimer's. In this episode, you'll gain clarity on which oils to avoid, discover healthier alternatives for your cooking, and understand how processed foods are a major source of these oils. We also address the significant role inflammation plays in chronic diseases and provide practical action steps to help you reduce your intake of harmful oils. We also discuss how small changes can make a big difference in your health journey. Stay with us as we explore the science and offer actionable insights to promote your brain health and overall wellness! 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 – How to Master and Save Money on Family Vacations
10/03/2024
Jill Benedict – How to Master and Save Money on Family Vacations
I am often asked how families master planning for vacation from a financial and experience standpoint. Jill Benedict, a seasoned travel agent who runs a unique travel agency, emphasizes that vacations aren't just about booking trips—they are about creating memorable experiences that align with personal and financial goals. Jill shares her insights on navigating family cruises, optimizing vacation costs, and making the most of the trip experiences. I have personally found that working with someone like Jill makes vacation planning less stressful while creating some unexpected enjoyable moments. Jill sheds light on the benefits of using a travel agent, from saving money to accessing exclusive perks, and how her hands-on travel experiences inspire her clients. Life is full of transitions, so we delve into Jill's journey from corporate marketing to running her own successful travel agency. Jill shares personal stories highlighting the significance of supportive relationships and the true essence of balancing life's emotional and financial aspects in travel and life. 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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Unlocking Your Personal Power: Embrace Your Control
09/26/2024
Unlocking Your Personal Power: Embrace Your Control
You have more power and control than you realize, has become a powerful theme emerging from my recent planning sessions with families. In this episode, we'll explore how taking control of your emotional and financial well-being can profoundly impact your life. Drawing insights from my own experiences and the wisdom of expert guests like neurologist Dr. Taryn Clark and psychologist Dr. Jennifer Dragonette, we'll discuss practical ways to focus on the positive aspects of life and harness your inner strength. Why is this conversation so important? Because your emotional decisions impact your financial decisions, and your financial decisions impact your emotions! Whether you're navigating career challenges, relationship hurdles, or financial uncertainties, this episode is a reminder that you have more power than you think to shape your future. 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 – Understanding the Role of Money Conversations in Relationships
09/19/2024
Dr. Jennifer Dragonette – Understanding the Role of Money Conversations in Relationships
How do you have money conversations with your spouse or partner? And just as important, what are you trying to achieve by having them? Today, we're diving deep into the intricate dance of relationships, communication, and money with our resident therapist, Dr. Jennifer Dragonette. We explore the importance of understanding each other's upbringing and values, particularly hot-button topics like finances. Dr. Jen stresses how curiosity can replace fear in these conversations while sharing techniques to bridge communication gaps and foster empathy by delving into each other's painful stories and experiences. Fear and shame frequently serve as roadblocks to open communication, but Dr. Jen offers insights on how vulnerability and openness can help break down these barriers, leading to a stronger, more intimate connection. Together, we'll discuss practical strategies like regular "walk and talk" sessions and financial date nights to keep the lines of communication open and reduce anxiety around tough conversations. 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 – Unlocking Brain Health: The Power of Time-Restricted Eating
09/12/2024
Dr. Teryn Clarke – Unlocking Brain Health: The Power of Time-Restricted Eating
Dr. Teryn Clarke – Unlocking Brain Health: The Power of Time-Restricted Eating I am excited to have Dr. Teryn Clarke join us once again. Dr. Clarke also sheds light on the power of mindful and balanced eating over restrictive diets, sharing her insights from her research and personal experiences. We'll discuss practical tips for implementing time-restricted eating, including Dr. Clarke's meal timing and composition recommendations, ways to identify true hunger, and the importance of consulting doctors for personalized fasting schedules. Throughout the episode, Dr. Clarke and I share our journeys with time-restricted eating and highlight the significance of empathy, grace, and trial-and-error in making sustainable lifestyle changes. Additionally, Dr. Clarke touches upon her new book, "Brain Health Action Plan," and how starting healthy habits early can yield long-term benefits, much like college and retirement savings. So, whether you're looking to enhance your brain health, improve your eating habits, or simply understand the science behind time-restricted eating, this episode is packed with valuable insights and practical advice. 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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Tom McCarthy – Navigating the Housing and Interest Rate Markets with Trust and a Slice of Humor
09/05/2024
Tom McCarthy – Navigating the Housing and Interest Rate Markets with Trust and a Slice of Humor
Can you find trust and comedy within the highly personal and emotional arena of financial planning? Tom McCarthy has built a successful 24-year career in the mortgage industry based on trust, doing what is in the best interests of his clients, and with a little comedy. Tom shares his unique perspective on the current housing market, including the impact of fluctuating interest rates, while providing valuable insights for potential homebuyers navigating mortgage decisions in this environment. Buying a home or going through a refinance of an existing loan is often an extremely emotional process. After a 15-year hiatus from the comedy industry, Tom shares how his passion for two completely different industries interweaves together to help build lasting client relationships. By the end, you'll have a fresh take on the housing market and a newfound appreciation for taking chances in life and career. Tom's wit and optimistic outlook shine through, especially when discussing the joys of his work, his supportive spouse, and parenting his two children. Please enjoy my conversation with Tom McCarthy. 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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