Episoder
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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.
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For resources discussed in this episode, visit tammacapital.com/podcast.
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And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
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And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
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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 – 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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
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And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
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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 here or schedule a time to meet with Paul here.
For resources discussed in this episode, visit tammacapital.com/podcast.
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And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
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How do you find harmony between your personal and professional lives? Do emotions such as fear hold you back from finding your unique purpose?
Dr. Benjamin Ritter rejoins us as we discuss his new book, "Becoming Fearless, 65 Strategies to Journey from Self-Doubt to Self-Mastery."
Ben and I dive deep into the importance of focusing not just on our financial well-being but also on our emotional well-being. Ben shares strategies from his book for creating space for personal and professional growth, including time blocking and how it can help us prioritize the things that truly matter in our lives.
Identifying obstacles that can stand in our way is critical to our ability to move forward and cultivate a mindset of fearlessness and resilience. Ben and I also discuss the idea of "never having too much work to do" as a way to manage our workload more effectively and find a better balance between our work and personal lives.
So whether you're a high-achieving professional looking to redefine your approach to success or simply someone who wants to live a more fulfilling and purposeful life, there are actionable items to take away from this discussion.
Please enjoy my conversation with Dr. Benjamin Ritter.
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.
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And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
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Are you frustrated with your current job but aren't taking the first step you know you need to make to implement a positive change?
Carrie Schochet, executive recruiter and founder of Purple Squirrel Advisors, rejoins us as we navigate career challenges and changes. We dive deep into the importance of networking and making meaningful connections, even in unexpected places. A concept we explore is "net giving" as opposed to simply "networking," drawing inspiration from the book "The Go-Giver" by Bob Burg.
We also tackle the fear and uncertainty many individuals face when considering a career change, particularly when receiving counteroffers from their current employers. Carrie shares her personal experience with this situation and emphasizes the significance of understanding one's purpose and level of commitment to one's job.
There are multiple challenges to managing career dissatisfaction within dual-income families. We cover the crucial role of communication and support when seeking job changes or transitioning careers. Carrie offers valuable advice on utilizing LinkedIn discreetly to signal interest to recruiters without alerting current employers.
Please enjoy my conversation Carrie Schochet.
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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Ep.153 – Two Pieces of Data Tells the World About You
What if I told you that only two pieces of data would tell me everything I needed to know about you? Could you guess what they would be?
These two data points show where your money goes and how you prioritize your time. I'll explore how understanding these elements can help align your spending and scheduling with your core values and life goals.
Whether it's uncovering your financial patterns or evaluating how you allocate your time, small tweaks can lead to significant improvements in finding harmony between your financial and emotional life.
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.
Resources Featured in This Episode:
The Gap and the Gain - Navigating Purpose
The Longest Relationship You Will Ever Have
Reducing Friction to Change Behaviors
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Whether you're a parent looking for guidance on supporting your child through the college planning process or a high school student trying to figure out your own path, this episode is packed with relatable insights and practical advice from a student's perspective.
19-year-old Megan Brissette shares her journey from developing her college list to transitioning socially and academically into her freshman year at Michigan State University. You'll get a front-row seat to the challenges, surprises, and triumphs that come with this major life milestone.
Megan and I dive deep into the importance of open communication between parents and kids regarding college planning, especially finances. We discuss strategies for affording college, the value of setting clear expectations, and the pride that comes with contributing to your education. Megan also opens up about the social challenges of leaving high school friendships behind and the importance of stepping outside your comfort zone in college.
Get ready to take some notes as we share our wisdom on making the leap from high school to higher education.
Please enjoy my conversation with Megan Brissette.
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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When does a cost stop being an expense and start being an investment?
The answer to this question is part of a broader search for helping people identify and develop their purpose and supporting objectives, not solely from a financial perspective but more from a personal and lifestyle perspective.
Ultimately, the transition from expense to investment often involves a shift in mindset. It requires thinking beyond immediate gratification and considering the long-term impact of your decisions.
The secret to determining when a cost stops being an expense and becomes an investment is that there isn't a formula to calculate. You can put a value on your time, but how much value do you put on doing the things in life you really want to do?
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.
Resources Featured in This Episode:
Emotional Decision Making
How to Lose Time and Money
Understanding the Link Between Life Transitions and Financial Planning
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When you think of the word productivity, what is your first thought?
Today, we're diving into a fascinating discussion on productivity, but not in the way you might expect.
Recently, I had a conversation with one of my clients about what it means to raise productive children and the challenges parents face in this endeavor. Whether you have one child or several, the struggle to balance keeping them active and not overwhelming them is a familiar one.
In this episode, I'll share my personal experiences with my four kids and the insights I've gathered from working with numerous families. We'll discuss the importance of helping our children find their intrinsic motivation and the potential pitfalls of over-scheduling.
As always, I'm eager to hear your thoughts and strategies on this topic. Let's get started!
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.
Resources Featured in This Episode:
Dr. Tracy Dennis-Tiwary – Parents & Kids Working Together to be Better Digital Citizens
Cathy Adams – Parenting With No Age Limits
Ben Feller – Big Problems, Little Problems; A Father & Son Journey
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We are taking a break to spend time with friends and family this week as we celebrate the 4th of July holiday.
Be sure to check out our 150th episode from last week, where I highlight some of my favorite conversations over the past four years of hosting the show. You can access that show here to find an episode I am sure you will love.
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.
Want more? Check out all of our past episodes by following the show using the links HERE.
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Welcome to the 150th episode of the Emotional Balance Sheet podcast! I can hardly believe it's been nearly four years since we launched our journey in October 2020. Through the ups and downs, your support has kept us going, and today, I want to celebrate this milestone by highlighting some of the most meaningful conversations we've had.
In this special episode, we revisit insightful discussions with remarkable guests like Brian Portnoy on "funded contentment," Dr. Joy Leary on the deeper issues couples face, and Bruce Filer on navigating life's transitions. You'll also hear about fascinating talks with people like divorce attorney Jim Sexton, productivity expert Scott Hanselman, and renowned author Dan Pink.
Whether it's learning about the concept of "enough" with Carl Richardson, exploring parental insights with Josh Brown, or digging into economic complexities with Neil Dutta, these moments have shaped our podcast and provided invaluable lessons.
Join me as we reflect on these enriching conversations that emphasize awareness, life transitions, and the emotional intricacies tied to financial planning. Thank you for being part of this journey, and enjoy our special montage of the last 150 episodes.
Connect with Paul
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For resources discussed in this episode, visit tammacapital.com/podcast.
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And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
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Inspired by a quote from psychologist Amos Tversky, I wanted to dive into the detrimental effects of over-scheduling and the importance of allowing ourselves time to wander and be creative.
Cognitive scientist Scott Barry Kaufman's research finds that 72% of our best ideas often come to us in the shower. Why is that? And what other places could we generate that level of creativity and space to think about the important aspects of our lives?
As we transition into the summer months, embrace the art of wasting time and make room for true efficiency by intentionally leaving gaps in our schedules.
Remember, all who wander are not lost!
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.
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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 we dive into the summer vacation season, a frequently asked question arises: should I buy a vacation home or rental property?
I share personal insights and experiences from when my family purchased a vacation home in Traverse City, Michigan, diving into the various considerations and decisions involved in such a significant financial commitment.
Here are some key takeaways to consider
Understand the purpose: investment property vs. future retirement home Factor in costs: property management fees, higher taxes, maintenance/repairs Rental income may not cover all expenses, especially for a future retirement home Limits ability to travel elsewhere if frequently using the vacation homeI hope this episode provides helpful guidance as you navigate the complexities of owning a second home. Learn what factors you should weigh before taking the plunge into vacation home ownership.
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.
Resources Featured in This Episode:
Vacation Real Estate You Can Understand
HGTV Host Provides Insights on How to Make a Second Home a Reality
Understanding Capital Gains Taxes on Home Sales
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Recently, a massive breach at Ticketmaster potentially affected over 500 million people. While this is not an isolated incident, data breaches are becoming increasingly common. So what can you do?
In this episode, I'll be sharing practical steps you can take to safeguard your personal information, including investing in a credit monitoring service, using a password manager, and possibly freezing your credit.
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.
Resources Featured in This Episode:
ID Shield
Dashlane
Ticketmaster, Live Nation sued: Millions of customers' personal data listed on black market, suit claims
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Do you believe the U.S. government is going bankrupt?
It's becoming more of a common question as our national debt levels have ballooned to epic proportions. It might even conjure up emotions of fear if you listen to mainstream media sources.
However, if we go beyond the headlines, we will find that the U.S. is not going bankrupt, and we should likely be thankful for the wealth we have created in part from our increase in national debt.
I call on my friend and economic expert Cullen Roche's writing to help us see that America's fiscal health is far from critical. Why the government, with its monetary might and 'printing press' capability as seen during the COVID crisis, cannot go bankrupt like a typical household.
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.
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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 wondered if standardized tests like the SAT or ACT are still relevant, especially when colleges offer test-optional admissions?
The debate around standardized testing has become more nuanced than ever. With the rise of test-optional college admissions, many students and parents grapple with the question: Is taking the SAT or ACT still necessary?
I wanted to speak with Dr. Shaan Patel, the founder and CEO of Prep Expert, a leading test preparation company, to shed light on this topic. Dr. Patel's expertise offers invaluable insights into why standardized tests still matter, even in a test-optional era.
Drawing from his experience of conquering standardized tests and securing scholarships, he highlights the pivotal role of motivation and resilience in achieving academic and professional goals.
From navigating the pressures of Shark Tank to finding harmony between a career in dermatology and entrepreneurship, Dr. Patel's story offers practical advice for families and valuable lessons in pursuing passions and seizing opportunities.
Please enjoy my conversation with Dr. Shaan Patel.
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.
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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 a special "Emotional Balance Sheet" graduation episode where we're diving into real-world advice for all the fresh graduates. Congratulations on this incredible milestone in your life! Now, let's talk about what comes next.
While the world often echoes Steve Jobs' famous 2005 Stanford speech urging graduates to follow their passion, today, we will shake things up and challenge that narrative. Instead, I encourage you to pursue what you enjoy and what can sustain you financially because passion alone doesn't pay the bills.
To help get you started with this next phase of life, I have brought in one of my favorite writers, Morgan Housel. Morgan wrote an article that provides unsolicited advice to recent college grads, which I wanted to share with you today, sprinkled in with a few thoughts of my own.
The beauty of this advice in typical Morgan fashion is that it applies to adults who could be in the prime of their careers.
Connect with Paul
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For resources discussed in this episode, visit tammacapital.com/podcast.
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And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
- Se mer
