Ep.22 – Kim Shepherd – Working Remote

Paul FennerPodcast

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify What if you found yourself 20 years ahead of a curve that no one saw coming?  Could you imagine what working remotely full-time was 20 years ago? This is precisely where Kim Shepherd was at the turn of 2000.  A common theme with this podcast is … Read More

What We Do & How We Can Help

Paul FennerPersonal Finance, Portfolio Management, Retirement Planning

By Paul Fenner, CFP®, ChFC®, CRPS® It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have essential responsibilities like raising multiple children and providing for your family. When you need help, how do you know who to turn to? Who can you rely on to understand your life and guide … Read More

Ep.20 – Brenda Meller – Social Media Pie

Paul FennerPodcast

Brenda Meller

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify “Have you filled a bucket today” is a book that I read to my kids growing up about being kind and giving back to others.  When it comes to your professional and personal networks and relationships, how much are you giving back?  How full is your … Read More

Why I Became A Financial Advisor

Paul FennerPersonal Finance

By Paul Fenner, CFP®, ChFC®, CRPS® Growing up I had a front-row seat to the anxiety and angst financial insecurity causes. My family was middle class, maybe slightly below, and I knew from a young age that there had to be a better way. Couple that background with a fascination with the stock market, and the seeds of a future … Read More

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