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Emotional Balance Sheet with Paul Fenner

Feb 29, 2024

Christina Gravert, a behavioral scientist and a new mother, has something to say about motivation and habits.  Ten months after welcoming a baby into her life, Christina confronts a reality familiar to many: the struggle of balancing personal objectives, like returning to the gym, with the demands of parenthood. ...


Feb 22, 2024

Do you know what the difference between tax planning and preparation is?  Were you even aware that this is a difference between the two?

Today, we delve into the often-misunderstood differences between tax preparation and tax planning. With tax season upon us, it's crucial for everyone to grasp the objectives and...


Feb 15, 2024

oday, we're diving into the second part of our insightful series with college planning expert Heidi King.  If you thought college planning was just about selecting the right campus vibes for your kids, prepare to think again.

We continue unraveling the complexities of the modern financial aid landscape, a terrain...


Feb 8, 2024

Are you feeling overwhelmed with college planning?  If you're a high school senior or a parent navigating the college search process, it's understandable if you're feeling anxious.

To help guide you through this process, our host Paul Fenner shared a comprehensive list of questions to ask during your college search in...


Feb 1, 2024

When is the right time to talk with your kids about planning for college?  Why is finding the "right fit" school so critical, and what criteria do you use to choose it?

Heidi King has a front-row seat in helping parents guide their kids through the college planning process, especially regarding the tough emotional side.