Inflation Has Tax Impacts, Too

Paul FennerTax Planning

Taxes

Inflation has been making every area of our lives more expensive as the costs of the goods and services we use every day have skyrocketed. The Federal Reserve is attempting to lower inflation by using the bluntest tool in its arsenal – raising the key short-term interest rate. This has meant that as prices have continued to increase, they are … Read More

Ep.89 – Bill Dwight – Helping Your Kids Develop Good Money Habits

Paul FennerPodcast

Bill Dwight, FamZoo, money, kids

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify How do you help your kids develop good money habits?  How can you overcome the challenges that simply talking about money can bring? Bill Dwight, a lifelong software engineer, faced these questions while he and his wife were raising their five kids.  So, Bill did what … Read More

Ep.88 – Gary Noesner – It’s Not About the Nail; Lessons in Listening From a Hostage Negotiator

Paul FennerPodcast

Gary Noesner, FBI, Hostage Negotiator, Stalling for Time

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify How can you link hostage negotiating with building better relationships with your family, spouse/partner, and kids?  How can you keep your emotions in check when situations become intense? Gary Noesner spent over 30 years in the FBI, ten of which were as the Chief Crisis Negotiator.  … Read More

Ep.87 – Ed Coambs – How to Work Towards Healthy Love and Money

Paul FennerPodcast

Ed Coambs Health Love and Money

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify How does your view or interaction with money affect your relationships?  How does your spouse or partner view money?  Have you ever been challenged getting on the same page with money? Ed Coambs, a firefighter turned financial advisor turned marriage and family financial therapist, knows a … Read More

Ep.86 – Margaret Echelbarger – The Living Lab; Engaging Kids in Conversations About Money

Paul FennerPodcast

Margaret Echelbarger, Stoney Brook

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify How can parents engage their kids in conversations about money?  And how do those conversations shape kids’ thoughts and future financial choices?  Margaret Echelbarger has spent much of her career researching the unique connections between kids and their financial decision-making processes.  Currently, Margaret is an assistant … Read More

Ep.84 – Leidy Klotz – Subtract: The Untapped Science of Less

Paul FennerPodcast

Leidy Klotz, Subtract, Happiness

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Why do we look to make additions when trying to solve a problem or work through one of our many life transitions?  What if we reversed the equation and considered what we could subtract to improve our lives? University of Virginia engineering professor Leidy Klotz has … Read More

Ep.83 – Cullen Roche – The Most Important Financial Question to Ask

Paul FennerPodcast

Cullen Roche, Pragmatic Capitalism, Financial Planning

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Am I providing my family with the best possible life I can?  That was the question that Cullen Roche, an accomplished author, writer, and expert in global macroeconomics, behavioral finance, and monetary theory, brought to our attention during our conversation. We also discussed the topic of … Read More

Are You Kicking the “Can” Down the Road?

Paul FennerPersonal Finance

Who is not busy these days? I haven’t met a parent yet with multiple kids who aren’t over-prioritized and over-scheduled. The hardest step in any project, but especially financial planning, is the very first step: just getting started! Who wakes up in the middle of the night in a cold sweat thinking I have to have a financial plan? No … Read More

Ep.82 – Dr. Riley Moynes – Squeezing All The Juice Out Of Retirement

Paul FennerPodcast

Dr. Riley Moynes, 4 Phases of Retirement, TEDx

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify When you envision what retirement looks like, what comes to mind first?  Bucket lists, freedom, the ability to do anything you want?  What about the loss of identity, purpose, or relationships? Our lives are full of under-rated transitions, and the transition from your career to retirement, … Read More