Dr. Teryn Clarke joined the Emotional Balance Sheet Podcast to get real about COVID-19, without any political slant. Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify 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 … Read More
Wealth Planning is For Everyone
Have you ever felt like wealth planning is something only “other people” should do? The best wealth management plan has nothing to do with “outside forces” beyond your control, but rather everything to do with what’s most important to you. Instead of feeling overwhelmed by the supposed complexity surrounding financial decisions, a straightforward wealth management plan can bring clarity and … Read More
Ep.43 – Meg Wagner – The Goal Guru: How to Learn to Develop Achievable Goals
Have you ever wondered how to make realistic goals that you could achieve? Maybe a goal guru could help? Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify 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 … Read More
TAMMA Capital Founder Paul Fenner to InvestmentNews: Debt Ceiling Brinkmanship Not a Concern for Advisers
The debt ceiling debacle has been kicked down the road, at least for another few months. Mark Schoeff Jr. at InvestmentNews quoted me in his most recent article. We need to be focused on corporate earnings trends and the impacts that supply chain shortages along with labor shortages will have on demand and thus corporate profits. Read on for the … Read More
Ep.42 – Jackie Ghedine & Mimi Bishop – Helping Gen X Women Bridge the Worth Deficit Gap
Jackie Ghedine and Mimi Bishop joined the podcast to share how they help gen X women who are struggling to define themselves personally and professionally. Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Did you know that research shows that 92% of people do not keep their new year’s resolutions or goals? What if … Read More
Ep.41 – Carrie Schochet – Having Transparent Conversations In Your Career Search
The modern career search has changed, thanks to workplace flexibility and a tighter labor market. Carrie Schochet joined the podcast to discuss the latest trends in the job market and how you can ace your next career search. Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Have you ever seen a purple squirrel? It’s … Read More
Ep.40 – Joe Ferraro – How to Have a Damn Good Conversation
Joe Ferraro joins the podcast to discuss his One Percent Better Strategy and how to have a damn good conversation. Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify 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 … Read More
Ep.39 – Lisa Miller – How to Find 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
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
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