Ep.39 – Lisa Miller – How to Find Career Clarity

Paul FennerPodcast

Lisa Miller Career Clarity

Lisa Miller joined the podcast to give us tips to find career clarity. 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 … Read More

Estate Planning; Details That You Need to Know to Protect Your Family & Assets

Paul FennerEstate Planning

Estate Planning

Estate planning is one of the most critical aspects of the wealth planning process.  It is often an overlooked and disliked topic to face because it involves death and many subsequent emotional decisions.  However, when it comes to protecting your family and having your story told, estate planning is essential. Estate planning is; The process of accumulation, management, conservation, and … Read More

Ep.38 – Dan Pink – How a Side Hustle Turned into the Journey of a Lifetime

Paul FennerPodcast

Dan Pink

In this episode, Dan Pink talks about finding your motivation, figuring out what you’re good at, and combining the two to create success for yourself. Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify How does someone become a multi New York Times best-selling author? First, ask yourself, what do you do when no one … Read More

4 Financial Challenges of New Families

Paul FennerUncategorized

One of our specialties is working with new and growing families. Watch this short video where I discuss a case study of one family that was facing 4 common challenges we see all the time. Our team helped this family gain clarity and direction, and created a plan to achieve their goals and objectives. If you’re in this season of … Read More

Ep.37 – Cameron Huddleston – Mom and Dad, We Need to Talk

Paul FennerPodcast

Emotional Balance Sheet Ep 37 - How to Talk to Your Parents About Finances 2

How to Talk to Your Parents About Finances If you’ve ever wondered how to talk to your parents about finances, this podcast holds some great tips. 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 … Read More

Ep.36 – Lisa Mallis – Helping People Recognize Their Light Bulb Moment

Paul FennerPodcast

life transitions

Managing Life Transitions What happens when life transitions occur and what was working, suddenly stops working?  What if you ask yourself, even though I am good at this work or career, do I really enjoy doing it? Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify These are a few of the types of questions … Read More

Ep.35 – Melody Wilding – Trust Yourself

Paul FennerPodcast

Melody Wilding Trust Yourself

Melody Wilding, author of the book Trust Yourself, joins us to talk about how to cope at work and life as a sensitive striver. Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Do you feel like you’re “not good enough” or “take things too personally” at work?  Or, do you feel overworked and on … Read More

How to Tame Your Inner Workaholism – Sarah Green Carmichael

Paul FennerPodcast


Do you suffer from workaholism? This podcast will help you learn how to tame it, and develop a healthier work life balance. Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify What if you had a heart attack, but instead of calling your spouse or partner to get medical attention, your first thought was, “I … Read More

Ep.34 – Cristin Wipfler – Health Coaches Help You Feel Your Best

Paul FennerPodcast

Cristin Wipfler health coach

Have you ever wondered what a health coach does?  If you are like me, you may have assumed that a health coach primarily deals with food, nutrition, and eating.  I was wrong. Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Cristin Wipfler, a registered dietician and health coach, talks about what motivated her to … Read More

The Station by Robert Hastings

Paul FennerLife Transitions

Train Station

Tucked away in our subconscious is an idyllic vision. We see ourselves on a long trip that spansthe continent. We are traveling by train. Out the windows we drink in the passing scene of carson nearby highways, of children waving at a crossing, of cattle grazing on a distant hillside, ofsmoke pouring from a power plant, of row upon row … Read More