Paul Fenner
Emotional Balance Sheet with Paul Fenner
Welcome to the Emotional Balance Sheet, the financial planning podcast for working parents who are building careers and raising kids at the same time. If you and your spouse are both senior-level professionals, raising kids in school or college, and are tired of stitching together four different specialists to run your financial life, this show is built for you. Each conversation tackles the planning conversations real families are having: education costs, retirement timing, equity compensation, career transitions, estate coordination, and the emotional weight that lies beneath it all. Hosted...
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Episodes
Molly Reeser – How a Little Girl with Cancer Changed the Life of Another Young Woman 07.01.2021 1:02:47
Have you ever wondered how a chance encounter with a stranger could change the total direction of your life? How life planning meets your calling and creates a new journey for you. This episode is focused on the story of an impressionable young college student whose life would be changed by a 10-year old girl named Casey Foote who was battling cancer. In my conversation with Molly Reeser, Molly...
Noelle Essig – Helping Students & Families Through the College & Career Planning Process 17.12.2020 52:44
Are you concerned about college and career planning for your children? While this stage in your kids' lives can be an overwhelming and emotional experience, it doesn't need to be with open lines of communication and good planning. This week I speak with Noelle Essig, College & Career Counselor in the West Bloomfield School district located in Metro Detroit. Noelle brings decades of experience w...
Bill Kieffer – Experiencing Career & Life Transitions from Multiple Angles 10.12.2020 38:35
Going through a job transition can be an emotional situation for most people in corporate America. But what about transitioning from military life to civilian life? Today I speak with Bill Kiefer, a corporate executive, coach, speaker, and former officer in the U.S. Army who has experienced career and life transitions from virtually all angles. In our conversation, we discuss the difficulties of...
Kristen Rajagopal – Providing the Gift of Peace of Mind to Your Family 03.12.2020 40:26
Who wouldn't want to provide their family with peace of mind during an emotionally difficult life situation such as losing a loved one? Or the ability to tell your story about how you would like your children to be cared for when you are no longer able? There are many misconceptions about what an estate plan is and isn't, but one thing is for sure, it allows you to tell your story on how to prote...
Jillian Moutafis – A Non-traditional Journey into a New Career While Raising Three Kids 19.11.2020 51:18
Have you ever thought about making a mid-life career shift while raising a family? A change to a completely unrelated career you already spent thousands of hours and multiple degrees to pursue? This week, my guest is Jillian Moutafis, a leading real estate agent in the Metro Detroit area. The mother to three girls, Jillian, discusses her non-traditional journey into real estate from being an elem...
Dr. Patrick Qatsha – Being a Healthcare Professional, Business Owner and Father of Multiple Kids in a Global Pandemic 12.11.2020 41:44
What if the business that you had worked your entire life to build suddenly had to shut down? During the COVID pandemic, you likely heard of many companies that had to shut down abruptly. However, what if your business was in the medical field that put yourself and your entire family at risk? My guest this week is Dr. Pat Qatsha, a Dentist and owner of Dream Dental. This is precisely the situat...
Dr. JR Muldoon – Finding the Counter Balance in Life Raising Multiple Kids and a Business 05.11.2020 39:46
As someone who has dealt with migraines for most of my life, stress management has always been a critical component of managing my migraines. But like most people with multiple kids, a demanding career or business, and a plethora of tugging priorities, managing stress can be extremely difficult. Additionally, to help manage my migraines, I turned to the field of Chiropractic. Chiropractic care c...
Nick Raich – The Stock Market is Not the Economy 29.10.2020 48:20
Are you curious as to why the stock market has skyrocketed higher when the economy feels stuck in first gear during this global pandemic? Or why, when a company reports great earnings, its stock price can go down? This week I speak with Nick Raich, Founder, and CEO of the Earnings Scout. The Earnings Scout is the premier provider of corporate earnings data and trend analysis. Full disclosure I...
Shayna Levin – Managing Twins, a Business During COVID-19, and Explaining Home & Auto Insurance 22.10.2020 53:22
Have you ever wondered why you pay what you pay for auto and homeowners insurance, also known as property and casualty insurance? Did you know that there is a greater emphasis on tickets and accidents and frequency and severity on your insurance rates for both auto and home, respectively than any other factors from a cost perspective? Shayna Levin, a mom of twins, licensed property & casualty ins...
Sandy Hodde – Critical Skills That High School Students are Missing 15.10.2020 47:34
My guest this week is Sandy Hodde. Sandy is a certified professional English Language Arts and Social Studies educator and taught at the high school level for 22 years. After seeing increases in high school class sizes, Sandy decided to launch her own business, Your Coach for College, to help prepare and teach kids the skills they would need to succeed in college that they weren't receiving in h...
Dr. Laura Hutchison – Parenting in the Age of COVID-19 with Compassion & Empathy 08.10.2020 1:07:13
My guest this week is Dr. Laura Hutchison, a licensed psychologist, specializing in helping children and their families. Laura's private practice offers psychotherapy for children aged 2 - 12, teen girls, women, and families using a humanistic, client-centered approach. As a Play Therapist Supervisor (RPT/S), Laura also supervises clinicians and is the founder/director of the Michigan Play Ther...
Scott Kapeller – Reflections of a Layoff While Raising Triplet Girls 22.09.2020 52:12
My guest this week is Scott Kapeller, a leader in pharmaceutical sales and, more importantly, the father of triplet girls. Scott is a good friend and neighbor of mine in which we share a lot of similar life experiences, one of which is being the father of triplets. One of the life-changing experiences that Scott and I share is that we both went through a significant job loss within our careers. ...
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