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...
Where to listen?
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Episodes
Jim Sexton – How to Stay in Love: A Divorce Lawyer's Guide to Staying Together 10.03.2022 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...
Karen Allen – Stop and Shift: How to Make Life Beautiful in the Mess 03.03.2022 48:41
What if you had a superpower that you didn't realize you had? A superpower that had the potential to change things from bad to good? Karen Allen would tell you that superpower is your ability to make choices. Karen knows the power of making choices firsthand which she describes in her TEDtalk centered on the tragic loss of her husband and instantly becoming a single mother, changing her life fore...
Joline Godfrey – Raising Financially Fit Kids 24.02.2022 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...
Laura Vanderkam – Building the Life You Want 17.02.2022 37:07
How many times per day do you tell someone that you are busy? How often do you wish you had more time? Laura Vanderkam is the author of several time management and productivity books and whose TED talk has been viewed more than 12Million times! She is also a wife and mother to five kids, so I believe she would know a thing or two about time and being busy. Throughout our conversation, we touched...
Lisa Hennessey – Developing Work-Life Harmony 10.02.2022 36:29
What does the future of work look like? Is it an in-person, fully remote, or hybrid situation? Lisa Hennessey, the Chief People Officer at Happy Money, has a front-row seat answering this question. When Lisa started with Happy Money over three years ago, they were a traditional company offering in-person work. Today, they have embraced a fully remote model with employees throughout the country....
Dr. Tracy Dennis-Tiwary – Parents & Kids Working Together to be Better Digital Citizens 03.02.2022 46:05
All of us are constantly trying to navigate our digital relationships. What they mean, how we interact with others, the various platforms that we choose to use. But for parents, this is especially hard when trying to navigate the digital relationships between our kids and their devices and platforms. I first came across Dr. Tracy Dennis-Tiwary by watching a Diane Sawyer report, Letting your phon...
Dr. Benjamin Ritter – Live For Yourself 27.01.2022 39:24
Do you feel stuck, overworked, and under-utilized in your career or life? Do you realize that your life needs to change, but you are not sure how? At some point in our lives, most of us feel this way and arrive at this level of frustration. Dr. Benjamin Ritter was no different. Feeling incredibly reactive when it came to how he was running his life, he reached a point where the pain threshold w...
Shana Schneider – FitStyle: Changing Your Mindset on How You Think About Exercising 20.01.2022 52:33
We all know that self-care is critically important to our overall health and well-being. But how do you find the time for it? Where do you even begin? Shana Schneider helps people find time in their busy schedules for fitness where they never realized they could. Her emphasis on fitness is unique in that she helps people focus on their schedules, building habits, and changing mindsets vs. simpl...
Gurpreet Mann – How to Develop Your Personal Brand When Searching for a New Career 13.01.2022 52:31
If someone told you that you could land a new job, making more money, in 30 days, how interested would you be? This is precisely the offer and what interested me in speaking with career coach and consultant Gurpreet Mann. Gurpreet, who comes from both a human resources and entrepreneurial background, re-engineered the traditional sales process to help her clients find a career that fits their pe...
Michael Duffy – The Journey of a Lifetime in College Athletics 06.01.2022 53:28
Have you ever wondered what your life would be like if "this" opportunity had come about? Or, what would have happened if you did take that job? As we know, the world works in mysterious ways, and part of that mystery is having conversations about the joys of the journey. Michael Duffy thought that he was going to work for GM some 40 years ago, but as fate would have it, the job offer fell throu...
Kim Butler – Breaking Through the Ceiling of Complexity 16.12.2021 49:06
Subscribe to the show on Apple Podcast | Google Podcast | Amazon Music | Spotify How can we help ourselves define what "enough" is? I have struggled with this question personally, along with many people that I care about and work with. So how would knowing the difference between an ideal and goals help us to answer this question? Kim Butler, the founder of Prosperity Thinkers and an affiliate co...
The Fenner Triplets+1 – The Journey of a Lifetime Raising Multiples 09.12.2021 28:53
When I say triplets, what is the first thing you think about? What about when I say triplets + 1? For me, the first feelings I had when I found out that my wife and I were having triplets were fear, and was my wife going to be okay? The next thought was that I had to call the auto dealership, which was our next stop after the ultrasound appointment because we would need a bigger car! Our one-day a...
Bonnie Dimmick – Helping Parents Help Their Kids to Sleep 02.12.2021 29:33
We all know that sleep is a critical component to help us function. But what if you're a parent who is struggling to help your child fall asleep? Bonnie Dimmick was having this exact issue with her newborn and wasn't finding the help and support she needed. So, she decided to take matters into her own hands and became a child sleep consultant. Her firm, Sleep, Love, and Happiness, provides supp...
Elin Barton – Becoming a Serial Entrepreneur 18.11.2021 34:00
Are you struggling, feeling anxious, disconnected, or know that you're operating below your full potential? Do you talk about being "stuck" or "spinning your wheels?" These are the same questions that serial entrepreneur Elin Barton was asking herself. Elin discusses how she moved crossed the country on the belief that something else was possible. When she finally let go of "how" to make it happ...
Chris Belfi – Learning How to Accomplish More While Working Less 11.11.2021 45:45
Would you agree that life is too short not to get the most out of every single day? So how do we get more out of our day without burning ourselves out? Curiosity and a drive to improve his own career and personal life led Chris Belfi to take a less-traveled path. After building a career in finance working for a large multi-national corporation, Chris found that he had a unique skill for helping...
Scott Hanselman – Scaling Yourself 04.11.2021 42:40
Eight years ago, I was introduced to someone who helped change the direction of my life. I am quite positive that I am not the only person whose life has been impacted by this one person. The funny thing, this is the first time that I have been able to speak with and thank Scott Hanselman. Scott Hanselman is a programmer, teacher, and speaker. Although Scott maintains a full-time role for the...
Amanda Zelechoski – Pandemic Parenting 28.10.2021 41:29
Wasn't parenting already challenging before COVID hit? What if you could connect with real-world resources and parents struggling right along with all of us who are trying to figure out how to meet our children's needs amid a global pandemic? Meet Dr. Amanda Zelechoski, a licensed clinical and forensic psychologist and attorney specializing in trauma, who decided to start a non-profit to help par...
Dr. Teryn Clarke – A Non-Political Take on Treating COVID 21.10.2021 56:23
How can you develop a baseline understanding of the COVID virus? For me, it wasn't about getting political, but instead, searching for people dealing with the virus on the frontlines and reading medical journals to help develop treatments. Dr. Teryn Clarke is a problem solver by nature. She is an MD who specializes in neurology working with high-risk elderly patients. Dr. Clarke realized early...
Meg Wagner – The Goal Guru: How to Learn to Develop Achievable Goals 14.10.2021 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...
Jackie Ghedine & Mimi Bishop – Helping Gen X Women Bridge the Worth Deficit Gap 07.10.2021 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....
Carrie Schochet – Having Transparent Conversations In Your Career Search 30.09.2021 50:45
Have you ever seen a purple squirrel? It's a term used within the recruiting industry that means a hard-to-find candidate. But the term and meaning go well beyond that. Carrie Schochet, a mom of three, wife, and entrepreneur, founded her boutique recruiting firm Purple Squirrel to help both employers and candidates find the perfect fit with their search. A process focused on integrity, ethics, a...
Joe Ferraro – How to Have a Damn Good Conversation 23.09.2021 45:16
Have you ever wondered what makes a great conversation? How being present, curious, and creative affect the quality of our conversations? Joe Ferraro, a high school English teacher, thinks about having conversations a lot. But, more specifically, Joe focuses is on how to have damn good conversations. During our damn good conversation, Joe talks about his journey from being a high school teacher t...
Lisa Miller – How to Find Career Clarity 16.09.2021 53:26
Subscribe to the show on Apple Podcast | Google Podcast | Amazon Music | Spotify Are you struggling with career clarity? The ability to determine what you need or want from your career and how you would go about finding it? Lisa Miller knows first-hand the ups and downs a career can bring, which led her to transition from a corporate role/career into a business owner/entrepreneur. Lisa's transit...
Dan Pink – How a Side Hustle Turned into the Journey of a Lifetime 09.09.2021 40:12
How does someone become a multi New York Times best-selling author? First, ask yourself, what do you do when no one is watching? Dan Pink, a 4-time New York Times Best Selling author, shares his story on becoming a prolific researcher and writer. How his side hustle of writing, and a conversation with his wife, turned into the journey of a lifetime. Dan's story leads us into an inspiring conver...
Cameron Huddleston – Mom and Dad, We Need to Talk 22.07.2021 42:28
Have you noticed how organized your parents used to be? Or maybe you see that they have stopped taking care of themselves physically when you see them in-person or via FaceTime or Zoom. If so, it may be time that you have a conversation with your parents about their health and financial well-being. Cameron Huddleston, a mom of three awesome kids, was also a caregiver for her own mom, who had Alz...
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