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Emotional Balance Sheet with Paul Fenner

Jun 30, 2022

How did we go from one extreme to another with the stock market and inflation?  How is inflation changing the way we go about our daily lives?

Josh Brown is the CEO of Ritholtz Wealth Management and a contributor on CNBC, and these are just a few of the topics and questions we address during our conversation.  Josh is...


Jun 23, 2022

Have you stopped for a moment and thought about your future self?  Go ahead, take a few moments.

It’s not a natural state to think about what your future self may look like, but you could be doing yourself a huge disservice by only thinking about your present self.

Mariel Beasley is the co-director of the Common Cents...


Jun 16, 2022

My guest this week is Sandy Hodde.  Sandy is a certified professional English Language Arts and Social Studies educator and taught at the high school level for 22 years.  After seeing increases in high school class sizes, Sandy decided to launch her own business, Your Coach for College, to help prepare and teach kids...


Jun 9, 2022

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 kids?  How do you even begin to talk with your...


Jun 2, 2022

What if there was a way to limit your investment risk exposure?  A defined outcome where you could have a good sense of what your range of results could be?

Given the volatile stock market we have seen to begin 2022, I wanted to dedicate an episode to how I help families manage risk within our portfolio management...