Ep.19 – Rebecca Maxcy – How to Talk With Your Kids About Money

Paul FennerPodcast

Rebecca Maxcy

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Research shows that parents are the most influential factors in their kids’ money life development.  What you model to your kids growing up lays the foundation for how they think and treat money into adulthood.  So how do you model good financial decision making for your … Read More

Ep.18 – Dennis Mosley Williams – Being the Light for Your Family

Paul FennerPodcast

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Imagine having a career or business that required you to be on over 150 flights per year.  Think about how many missed soccer games or dance rehearsals that may be.  Or the strain that it could put on your spouse or partner. Dennis Mosely Williams is … Read More

Ep.17 – Terry Bean – Being Intentional About Your Social Networks

Paul FennerPodcast

Terry Bean

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify No matter if you are in a job transition, looking for a new career, trying to grow your business, or simply wanting to expand your knowledge, networking is a skill that should be in your toolset.  But how do you network in the age of CVOID … Read More

Ep.16 – Brian Portnoy – Funded Contentment: Am I Going to Be Okay?

Paul FennerPodcast

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify No matter the lifestyle, accent, politics, or favorite sports team, everyone I meet wants to take care of their families, remain or get healthy, be generous to others, enjoy their hobbies, and excel at work. All these concerns are connected to the biggest question of all: … Read More

Your 2021 Tax-Preparation Checklist

Paul FennerPersonal Finance, Tax Planning

By Paul Fenner, CFP®, ChFC®, CRPS® With everything this past year has thrown at us, the last thing you probably feel like doing is thinking about taxes. But, like it or not, tax season is here, and the better prepared you are, the sooner you can shake off that stress and spend your time doing what you love instead. And … Read More

Ep.15 – Lindsay & Mike Dillon – Deciding to Partner Together Rather Than Blame

Paul FennerPodcast

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify The fastest way to create strife within your finances is to marry or partner with someone who has wildly different spending expectations.  Layer on considerable amounts of debt, either from student loans or credit cards, can be a recipe for disaster. Mike & Lindsay Dillon may … Read More

Ep.14 – Anthony Tomey – From Professional Baseball Pitcher to Family Entrepreneur, Husband, and Father

Paul FennerPodcast

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Timing in sports, just like life, can take you to places that you would never think twice about.  When one door of opportunity closes, do you have the courage to open another door? Today’s conversation with former professional baseball pitcher turned family entrepreneur Anthony Tomey is … Read More

What I learned from My Trip to Disney World

Paul FennerPersonal Finance

Walt Disney World

Whenever I go on a trip it typically turns into a research or fact-finding adventure for me.  Recently my family of six headed south to Disney World in Florida.  I have personally owned Disney stock for nearly ten years and had been to Disney World twice, once as a child and another as an adult in my late 20’s.  While … Read More

How to Scale Yourself and Get More Done Than You Thought Possible

Paul FennerLifestyle

Danny Schreiber has put together a piece that summarizes and provides some additional detail into an earlier post that we put out Scott Hanselman – It’s not what you read, it’s what you ignore. The world provides us with a plethora of opportunities for distractions that help us sidetrack our goals and what we really want out of our lives both personally … Read More