Avsnitt
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn and YouTube.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn and YouTube.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
Resources Featured in This Episode:
Matt Zeigler
Cultish Creative
Cutting Through the Noise: Removing Distractions for Decision Making
The Fourth Turning
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Saknas det avsnitt?
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn and YouTube.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn and YouTube.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn and YouTube.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
Resources Featured in This Episode:
The Fine Line Between Support and Control
The Impact of Politics on Financial Planning: Navigating Market Trends
How to Fight Stress: Harnessing Microdoses of Relaxation
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn and YouTube.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn and YouTube.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn and YouTube.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn and YouTube.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
Resources Featured in This Episode:
The Impact of Politics on Financial Planning: Navigating Market Trends
It's All Inside Your Head
Build for Tomorrow: An Action Plan for Embracing Change
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn and YouTube.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
Resources Featured in This Episode:
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn and YouTube.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn and YouTube.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
Resources Featured in This Episode:
Why Politics Should Stay Out of Your Portfolio
Uncovering Core Values for Financial Clarity and Emotional Balance
The Science of Motivation and Strategies to Help You Achieve Your Purpose
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn, Instagram, and Facebook.
And feel free to email Paul at [email protected] 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
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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn, Instagram, and Facebook.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn, Instagram, and Facebook.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn, Instagram, and Facebook.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn, Instagram, and Facebook.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn, Instagram, and Facebook.
And feel free to email Paul at [email protected] 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
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 "Atomic Habits" 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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn, Instagram, and Facebook.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn, Instagram, and Facebook.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
- Visa fler
