Paul Fenner Paul Fenner

Why Wait?

Uncover the key to lasting fulfillment in your career. Delve into the intersection of personal fulfillment and financial success. Explore pivotal questions and actionable insights to redefine your professional path and reclaim your time.

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Paul Fenner Paul Fenner

Navigating Tax Season: The Importance of Tax Planning vs. Tax Preparation

Discover the power of tax planning versus tax preparation in shaping your financial future. Learn how proactive tax planning can minimize liabilities and maximize efficiency, compared to the compliance-focused approach of tax preparation. Explore the key differences and benefits of each strategy to make informed decisions for your financial well-being. Embrace tax planning to navigate complexities and optimize your financial landscape.

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Paul Fenner Paul Fenner

Money is Not a Single Game

Explore the importance of running your own race in financial planning and understanding your family's purpose. Gain insights into why it's vital to stay true to your money game for a better financial future.

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The Unseen Asset in Financial Advice: Problem-Solving Skills 

Discover the unseen asset in financial advice: problem-solving skills. Explore how relationship-building, possibilities-based planning, and a coach-athlete analogy can elevate your financial journey. Step out of your comfort zone, explore new objectives, and achieve greater life satisfaction with expert guidance.

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The Gap Between Expectations and Reality

Discover the profound impact of expectations on your emotional well-being. Explore the delicate balance between high and low expectations and their influence on happiness, contentment, and joy. Learn valuable insights on adapting to life's circumstances and find out why maintaining low expectations can be as crucial as improving your circumstances. Uncover the wisdom of embracing the gap between expectations and reality, as explained by Morgan House. Delve into relatable examples, from the evolving perspective on material possessions to the nuanced dynamics of wealth. Explore the contrast that truly brings happiness, and understand why managing expectations is the key to a more fulfilling life.

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Are You a Parent in a Financial Shame Spiral?

Discover the debilitating link between shame and financial struggles, as explored in a 2021 paper from the Journal of Organizational Behavior and Human Decision Processes. This vicious cycle, fueled by avoidant behaviors, obstructs parents from realizing their financial and lifestyle goals. Sarah Newcomb, Ph.D., a behavioral economist at Morningstar, sheds light on how these behaviors can detrimentally impact well-being and health. Learn to identify the signs of being trapped in a shame spiral and explore strategies to break free.

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