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Emotional Balance Sheet with Paul Fenner

Apr 29, 2021

Have you ever heard the phrase, "never let a good crisis go to waste?" Whether it is a global pandemic, a housing crash, or a great financial recission, recognizing and seizing an opportunity can be a life-changer.

This is precisely what Chris Dyer decided to do back in 2009 amongst one of the worse recessions we have...


Apr 22, 2021

Did you know that financial planning is more emotional than it is financial?  That your cognitive biases help to shape your lifestyle and financial decisions?

Daniel Crosby is a psychologist and behavioral finance expert who wrote the book on investor and financial psychology that dovetails into our individual biases. ...


Apr 15, 2021

What if you were about to make a massive investment but were unsure what you would have to pay for the investment?  Add on the fact; this investment would be one of the most emotional decisions that you would make not only in your life but the life of your child.

This is the situation that most parents find themselves...


Apr 8, 2021

You often hear the phrase, "when life hands you lemons, you make lemonade." We don't need to be in a global pandemic for this phrase to ring true.  Imagine a doctor staring you in the eyes and says, "congratulations, you are having triplets."

As much as we try to plan for our futures, I often tell my Family Office...


Apr 1, 2021

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 discussing both the challenges and opportunities that life transitions can...