How to Shape a Life of Money and Meaning
Our free Algebra of Family Financial Planning webinar will help you learn how to take control of your financial future and create a life of meaning while transforming your relationship with money.
We know families are busier than ever. That’s why we designed each video to optimize your learning style, maximize your return on invested time, and address your family's most significant lifestyle and financial challenges.
We recommend bookmarking this page so you can reference it as you accelerate meaningful change in your family's life.
1. Essentialism for Parents: How to Prioritize Your Life & Family Before Someone Else Will
Do you ever feel overwhelmed with life? Between all the hustle and bustle, it’s easy to feel like life is controlling you instead of the other way around. Essentialism is all about cutting out the excess and zeroing in on what truly matters in life. In this video, I teach you how to prioritize your life and family based on your own goals and happiness — before someone else does.
2. Is My Family Going to Be OK?
No matter your lifestyle, background, politics, or favorite sports team, your main goals are to meet your family’s needs, stay healthy, and enjoy life. In this video, I teach you how you can use your money to shape a life of meaning and value.
3. Mindset Shift
We’ve already touched on mindsets in Parts 1 and 2. In Part 3 family financial planning, we dive deep into growth vs. fixed mindsets and show you how you can use your mind to transform your life and wealth.
4. Your Money or Your Life
At the end of the day, the only real asset you have is your time. Shouldn’t you be spending it in a way that makes you happy? In this video, you’ll learn how to spend and save to optimize your family’s happiness.
5. The Ability to Tell Your Story
Estate and insurance planning aren’t fun topics to talk about — but they’re critical parts of the wealth planning process. They address who will raise your kids, who will make decisions on your behalf, the type of legacy you’ll leave behind, and more. In this video, you’ll learn how we help our clients tell their stories through estate and insurance planning.
6. The College Planning Process
The challenge with college planning is that, as a parent, you’re facing a lot of other expenses — saving for retirement, increased housing costs, increased healthcare costs, and more. In this video, I show you the different strategies you can use to reduce the cost of college and set your kids up for success.
7. So Good They Can't Ignore You
Your career is a huge part of your life. It defines who you are and gives you a sense of self-worth. In this video, I show you how you can use your career — aka your most valuable asset — to create a life of meaning, purpose, and success.
8. How to Teach Your Kids About Money
Research shows that the beliefs we have about money are formed at a very early age. Instilling strong money values in your kids and having open conversations about it can do more for their well-being than saving up for their college or helping them prep for the ACT. In this family financial planning video, I show you how to raise kids who are grounded and smart about wealth.
Hosted by Paul Fenner, CFP®, ChFC®, CRPS®
Paul Fenner is founder and CERTIFIED FINANCIAL PLANNER™ (CFP®) at TAMMA Capital, a family office providing personalized wealth planning, portfolio management, and tax services under one umbrella to help reduce the multiple financial and lifestyle pressures facing your family. As a father of four children, including a set of triplets, Paul specializes in partnering with families to help them navigate life transitions and plan for the future to help provide peace of mind. Paul has 22 years of experience and earned a bachelor’s degree from Adrian College and an MBA from the University of Findlay. He also holds the Chartered Retirement Plan Specialist (CRPS®) and Chartered Financial Consultant® (ChFC®) designations.
To learn more about Paul, connect with him on LinkedIn. Interested in talking with Paul? Book a free discovery meeting here.
