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
[REPLAY] - Jackie Ghedine & Mimi Bishop – Helping Gen X Women Bridge the Worth Deficit Gap 09.03.2023 42:53
Did you know that research shows that 92% of people do not keep their new year's resolutions or goals? What if you could find a way to be part of the 8% who see success pursuing their lifestyle and financial goals? With this data in mind, Jackie Ghedine and Mimi Bishop launched their firm, The Resting Mind, to help gen X women who are struggling to define themselves personally and professionally....
[REPLAY] Joline Godfrey – Raising Financially Fit Kids 02.03.2023 46:29
How do you raise financially fit kids? Joline Godfrey has spent a lifetime helping families to do just this. Trained as a social worker, Joline has spent most of her career being involved with kids; much of it focused on resilience. Joline has focused on this issue in a way that few people have been able. Joline believes that financial fluency is a family activity, not just something to help ki...
[REPLAY] Laura Vanderkam – Tranquility by Tuesday: Making Time for What Matters 16.02.2023 37:07
Are you trying to find time to do more things that matter to you? Are you trying to squeeze more enjoyment out of your life? Laura Vanderkam, a time management expert, walks us through her latest book, Tranquility by Tuesday, in which she identifies 9 ways to calm the chaos and make time for what matters. A topic that we address by asking, how can you ensure you have time to work on your long-te...
[REPLAY] Meg Wagner – The Goal Guru: How to Learn to Develop Achievable Goals 09.02.2023 30:09
Have you ever wondered how to make realistic goals that you could achieve? Maybe a goal guru could help? After making her own career pivot which turned into a career identity crisis, Meg Wagner launched her coaching and consulting practice, The Goal Guru. A firm that helps you define your work, align your life, and design your future. While there is a strong emphasis on outcomes in setting goals...
Jason Feifer – Build for Tomorrow: An Action Plan for Embracing Change 02.02.2023 32:11
Subscribe to the show on Apple Podcast | Google Podcast | Amazon Music | Spotify What can an entrepreneur teach a non-entrepreneur? What value could a relationship like that even bring? With an open mind, it may help you build for tomorrow. Jason Feifer is the editor-in-chief of Entrepreneur Magazine. But that is not who he is or what defines what he does. Instead, Jason Feifer is a person...
Jordan Jackson – A Guide to the Markets 26.01.2023 42:04
Subscribe to the show on Apple Podcast | Google Podcast | Amazon Music | Spotify Are we in a recession, headed for a recession, and does it really matter given that in 2022 we experience one of the worst-performing stock and bond markets ever? How will a continued robust job market, slowing inflation, and higher interest rates impact corporate earnings this year? These are all topics that will h...
Ayelet Fishbach – Get It Done: Surprising Lessons from the Science of Motivation 19.01.2023 43:05
What happens when the person you most want to influence is you? Setting and achieving goals for yourself at work, home, and in relationships—is harder than it seems. So how do you know where to start? Ayelet Fishbach, professor of behavioral science at the University of Chicago Booth School of Business, has focused much of her career on determining what motivates people. From, how do you carry...
Mercedes Coffman – A Willingness to Learn to Increase Relationship Success 12.01.2023 48:07
How does knowing your ideals and purpose how help you to figure out what you want out of life? How does someone begin to identify what their ideals and purpose are? Mercedes Coffman is a licensed marriage and family therapist. Born in Suriname, South America, Mercedes has experienced a wide range of different cultures and dynamics, which have led to a better understanding of sensitive issues am...
Dr. Morgan Levy – Understanding Burnout & How to Create Sustainable Harmony 05.01.2023 39:03
Did you know that there are 12 stages of burnout? Did you also know that burnout can show up in many different forms within your life, such as physically, mentally, and emotionally? Dr. Morgan Levy is a licensed psychologist focusing on working with executives and professionals from all over the world. As a high-achieving professional, you've always valued your drive, perseverance, and ability t...
[REPLAY] - Melody Wilding – Strategies to Stop Overthinking and Make Decisions Faster 29.12.2022 46:46
Do you feel overworked and on your way to burnout? Have you returned to running a chaotic life as we move into a post-Covid world? Burnout is the number one topic that Melody Wilding, a licensed therapist and coach is helping to address with her current clients. A year ago, Melody was on our show when she launched her book, Trust Yourself, and how she helps highly sensitive and high-achieving pr...
[REPLAY] - Dr. Amber Selking – The Playbook for Building Championship Mindsets 22.12.2022 38:45
Are you setting yourself up for success, joy, and excellent and extraordinary outcomes based on the things you choose to focus on? For example, can you choose to "Think Like a Champion?" From the locker room to the board room, Dr. Amber Selking has dedicated much of her life's work to the power of Mindset and Leadership to drive lasting change in businesses, on athletic teams, and in individual l...
Barbara Oakley – Learning How to Learn: Insights for Parents on How to Help Their Kids Learn 15.12.2022 55:53
How can parents help their kids make the most of their studying time? And why is it okay for kids not to like their parents when it comes to studying? Barbara Oakley is a distinguished engineering professor at Oakland University in Rochester, Michigan. Her work focuses on the complex relationship between neuroscience and social behavior—a focus that has driven her curiosity about how people, esp...
Avivah Wittenberg-Cox – The Hidden Secret: The Best Decades of Your Life For Parents 08.12.2022 43:14
What if you woke up and suddenly realized you had more time? Not just hours, days, or weeks, but decades? Avivah Wittenberg-Cox thinks about time in not only decades but in 25-year increments. As someone who thought in her thirties she would be retired at age 60, she now finds herself starting anew again, refreshed by the ability to start something new because she may only be at the halfway poin...
Laura Vanderkam – Tranquility by Tuesday: Making Time for What Matters 01.12.2022 42:35
Are you trying to find time to do more things that matter to you? Are you trying to squeeze more enjoyment out of your life? Laura Vanderkam, a time management expert, walks us through her latest book, Tranquility by Tuesday, in which she identifies 9 ways to calm the chaos and make time for what matters. A topic that we address by asking, how can you ensure you have time to work on your long-te...
[REPLAY] Jim Sexton – How to Stay in Love: A Divorce Lawyer's Guide to Staying Together 24.11.2022 52:10
How would you go about staying out of a divorce attorney's office? Find a great divorce attorney to listen to? Jim Sexton is an accomplished New York divorce attorney who has seen it all throughout his 20 plus year career focused on divorce law. What makes Jim unique is that he took his life experience and work as a divorce attorney and created a book, How to Stay in Love: A Divorce Lawyer's Guid...
Bill Dwight – Helping Your Kids Develop Good Money Habits 17.11.2022 1:03:49
How do you help your kids develop good money habits? How can you overcome the challenges that simply talking about money can bring? Bill Dwight, a lifelong software engineer, faced these questions while he and his wife were raising their five kids. So, Bill did what any reasonable person would do facing a problem such as this; he started his own company, a "Virtual Family Bank." FamZoo, the com...
Gary Noesner – It's Not About the Nail; Lessons in Listening From a Hostage Negotiator 10.11.2022 52:20
How can you link hostage negotiating with building better relationships with your family, spouse/partner, and kids? How can you keep your emotions in check when situations become intense? Gary Noesner spent over 30 years in the FBI, ten of which were as the Chief Crisis Negotiator. A few of you may know Gary from the Netflix series Waco, as Gary was one of the negotiators between the FBI/ATF and...
Ed Coambs – How to Work Towards Healthy Love and Money 03.11.2022 50:26
Subscribe to the show on Apple Podcast | Google Podcast | Amazon Music | Spotify How does your view or interaction with money affect your relationships? How does your spouse or partner view money? Have you ever been challenged getting on the same page with money? Ed Coambs, a firefighter turned financial advisor turned marriage and family financial therapist, knows a lot about walking into high-...
Margaret Echelbarger – The Living Lab; Engaging Kids in Conversations About Money 27.10.2022 44:06
How can parents engage their kids in conversations about money? And how do those conversations shape kids' thoughts and future financial choices? Margaret Echelbarger has spent much of her career researching the unique connections between kids and their financial decision-making processes. Currently, Margaret is an assistant professor of marketing at Stony Brook University. She also explores t...
Jenny Wood – Finding The Meaningful Moments in Career, Parenting & Life 20.10.2022 54:42
What do you want to go after in life unapologetically? Are you willing to be strategic and give yourself the intentionality you deserve? Jenny Wood is an executive at Google who helps people thrive in their careers. So much so that she founded and led Own Your Career (go/OYC), one of Google's largest and fastest-growing career development initiatives. "You do not rise to the level of your goals....
Leidy Klotz – Subtract: The Untapped Science of Less 13.10.2022 36:08
Why do we look to make additions when trying to solve a problem or work through one of our many life transitions? What if we reversed the equation and considered what we could subtract to improve our lives? University of Virginia engineering professor Leidy Klotz has given this idea much thought. So much so that he wrote the book, Subtract: The Untapped Science of Less. I believe the ability to...
Cullen Roche – The Most Important Financial Question to Ask 06.10.2022 58:42
Am I providing my family with the best possible life I can? That was the question that Cullen Roche, an accomplished author, writer, and expert in global macroeconomics, behavioral finance, and monetary theory, brought to our attention during our conversation. We also discussed the topic of inflation, what it is, how to understand it, and where it is going. Do you ever wonder why the US governme...
Dr. Riley Moynes – Squeezing All The Juice Out Of Retirement 29.09.2022 40:46
Ep.82 – When you envision what retirement looks like, what comes to mind first? Bucket lists, freedom, the ability to do anything you want? What about the loss of identity, purpose, or relationships? Our lives are full of under-rated transitions, and the transition from your career to retirement, in my mind, is one of the most critical transitions that we do not talk about enough. I'm not talk...
Jayne Monroe – A Triplet Mom's Fight For Her Kids 22.09.2022 50:00
What if you had to choose between your family or your career? While the answer may seem obvious, the complications behind such a decision can be endless. This is the precise situation that Jayne Monroe and her husband Mike found themselves in after having one of their triplet boys diagnosed with ADHD. A situation that came to a tipping point after their son was kicked out of multiple schools and...
Todd Adams – How to Evolve as a Parent 15.09.2022 49:24
As a parent, do you see raising your kids as an opportunity to improve yourself? Does being a parent help or force you to change the behavior you want to model for your kids? Todd Adams is a regular dad trying to do extraordinary things. While maintaining a full-time career, he and his wife, Cathy, started Zen Parenting Radio over 11 years ago. A podcast that helps expand compassion through the...
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