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Emotional Balance Sheet with Paul Fenner

Emotional Balance Sheet with Paul Fenner

254 episodes — Page 5 of 6

Ep 53Gurpreet Mann – How to Develop Your Personal Brand When Searching for a New Career

If someone told you that you could land a new job, making more money, in 30 days, how interested would you be? This is precisely the offer and what interested me in speaking with career coach and consultant Gurpreet Mann. Gurpreet, who comes from both a human resources and entrepreneurial background, re-engineered the traditional sales process to help her clients find a career that fits their personal brand. Part of Gurpreet's journey and her focus on building her brand all began when her father died. She started asking deep questions about herself and focusing her efforts on where she could make the most impact. Gurpreet began by asking "why" and letting her authentic personality come out. A critical element in deciding to take the first step with any significant life transition is understanding the timing of when to make that decision and the risks involved. For Gurpreet, she thought through the minimal risk involved in following her calling, which she spent meaningful time researching and then did not hesitate to seize her opportunity. Please enjoy this emotional and raw conversation with Gurpreet Mann. For show notes and resources discussed in this episode, visit https://tammacapital.com/ep-53-gurpreet-mann-how-to-develop-your-personal-brand-when-searching-for-a-new-career/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Jan 13, 202252 min

Ep 52Michael Duffy – The Journey of a Lifetime in College Athletics

Have you ever wondered what your life would be like if "this" opportunity had come about? Or, what would have happened if you did take that job? As we know, the world works in mysterious ways, and part of that mystery is having conversations about the joys of the journey. Michael Duffy thought that he was going to work for GM some 40 years ago, but as fate would have it, the job offer fell through. So instead of working for a bigger corporation, a career in academia and college athletics began. Coach Duffy talks through his journey of being a grad assistant to the athletic director at Adrian College. Michael has been instrumental in growing the sports programs at Adrian to a combined 50 men's and women's teams. In addition, he helps to oversee and support 1,300 student-athletes and a full-time staff of 84. While the expansion of the sports program at Adrian College has certainly been built with an underlying business model, there has also been a focus on the student athlete's academic, mental health, and community responsibility. Coach Duffy and I also discuss the impact that parents play in being supportive or overly involved in trying to develop their kids as athletes. Please enjoy my conversation with Michael Duffy. For show notes and resources discussed in this episode, visit https://tammacapital.com/ep-52-michael-duffy-the-journey-of-a-lifetime-in-college-athletics/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Jan 6, 202253 min

Ep 51Kim Butler – Breaking Through the Ceiling of Complexity

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify How can we help ourselves define what "enough" is? I have struggled with this question personally, along with many people that I care about and work with. So how would knowing the difference between an ideal and goals help us to answer this question? Kim Butler, the founder of Prosperity Thinkers and an affiliate coach with Strategic Coach, elaborates on the financial and mental constructs we build to achieve the freedom we desire in our lives. Kim's money journey began on her farm, where she and her sister looked after their dairy cows. This responsibility instilled in Kim a desire to take ownership of her life, a love for savings, and an entrepreneurial vision. Our conversation centers around two books written by Strategic Coach founder Dan Sullivan; Who Not How and The Gap and The Gain. Both books identify how we need to re-evaluate our personal and financial lives by understanding how our vision for life differs from the goals that we set. Our ideal life is like the horizon, always in the distance and something we strive to achieve, while our goals are the measurable actions we need to take to help take us in that direction. However, measuring our progress by looking backward and not forward is a key concept in helping us bridge the Gap and live in the Gain! Be sure to check out the show notes which are full of the valuable resources that we talked about and more. Please enjoy my conversation with Kim Butler. For show notes and resources discussed in this episode, visit https://tammacapital.com/ep-51-kim-butler-breaking-through-the-ceiling-of-complexity/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for

Dec 16, 202149 min

Ep 50The Fenner Triplets+1 – The Journey of a Lifetime Raising Multiples

When I say triplets, what is the first thing you think about? What about when I say triplets + 1? For me, the first feelings I had when I found out that my wife and I were having triplets were fear, and was my wife going to be okay? The next thought was that I had to call the auto dealership, which was our next stop after the ultrasound appointment because we would need a bigger car! Our one-day approach to raising our triplets+1 has turned into 11 years. And if that wasn't enough, I decided to launch my family office (financial planning) firm the day my triplets were born! It would take a few more years before the name TAMMA was created after the birth of our "plus one" and the creative genius of my career mentor Camille Jayne. Camille is the person who actually came up with the name TAMMA, using the first initial of my wife and kids' first name. For this special 50th episode edition of the Emotional Balance Sheet podcast, besides my wife Theresa (who is a little podcast shy), I couldn't think of a more appropriate guest lineup other than my triplets +1, Aiden, Madison, Mackenzie, and Andrew. Do you see the name TAMMA now? In this extra special conversation, I welcome you to learn and get to know more about my family. If you have ever wondered what it is like being or raising multiples, this is your chance. Along the way, you will also learn how my kids earn and manage their own money and even how they pick their own stocks! This podcast has been an amazing experience over the past year+. I can't thank you enough for taking the time to listen and be part of the experience. Please enjoy my conversation with the Fenner Triplets+1 For show notes and resources discussed in this episode, visit https://tammacapital.com/ep-50-the-fenner-triplets1-the-journey-of-a-lifetime-raising-multiples/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Dec 9, 202128 min

Ep 49Bonnie Dimmick – Helping Parents Help Their Kids to Sleep

We all know that sleep is a critical component to help us function. But what if you're a parent who is struggling to help your child fall asleep? Bonnie Dimmick was having this exact issue with her newborn and wasn't finding the help and support she needed. So, she decided to take matters into her own hands and became a child sleep consultant. Her firm, Sleep, Love, and Happiness, provides support to parents nationwide. Although Bonnie focuses on infants and toddlers, we talk about issues facing tweens and teens whose sleep schedules naturally adjust as they grow older. A transition that has some school districts changing their start times throughout the country based on research that shows older kids learn better later in the morning. In contrast to elementary kids who learn better earlier in the morning. While not easy, Bonnie talks about two essential elements that help kids at any age sleep better, which include establishing a bedtime routine reflecting a sense of calmness when it is time for kids to shut it down. Please enjoy my conversation with Bonnie Dimmick. For show notes and resources discussed in this episode, visit https://tammacapital.com/ep-49-bonnie-dimmick-helping-parents-help-their-kids-to-sleep/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Dec 2, 202129 min

Ep 48Elin Barton – Becoming a Serial Entrepreneur

Are you struggling, feeling anxious, disconnected, or know that you're operating below your full potential? Do you talk about being "stuck" or "spinning your wheels?" These are the same questions that serial entrepreneur Elin Barton was asking herself. Elin discusses how she moved crossed the country on the belief that something else was possible. When she finally let go of "how" to make it happen and just did it. After seeing initial success in her first business, Elin decided to launch her second business to help other entrepreneurs who believe in a growth mindset and the power of community. We also discuss Elin's new book, Ready, Set, Grit: Three Steps To Success in Life, Business & The Pursuit of Happiness. While Elin has a drive for business and helping entrepreneurs, it pales compared to her love and passion for her family. Please enjoy my conversation with Elin Barton. For show notes and resources discussed in this episode, visit https://tammacapital.com/ep-48-elin-barton-becoming-a-serial-entrepreneur/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Nov 18, 202134 min

Ep 47Chris Belfi – Learning How to Accomplish More While Working Less

Would you agree that life is too short not to get the most out of every single day? So how do we get more out of our day without burning ourselves out? Curiosity and a drive to improve his own career and personal life led Chris Belfi to take a less-traveled path. After building a career in finance working for a large multi-national corporation, Chris found that he had a unique skill for helping others stay on top of their work. The foundation that Chris developed to build processes and systems for work, life, and families was based upon the work by David Allen in his book, Getting Things done. A foundation built upon clarity, organization, reflectiveness, and engagement. Please enjoy my conversation with Chris Belfi For show notes and resources discussed in this episode, visit https://tammacapital.com/ep-47-chris-belfi-learning-how-to-accomplish-more-while-working-less/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Nov 11, 202145 min

Ep 46Scott Hanselman – Scaling Yourself

Eight years ago, I was introduced to someone who helped change the direction of my life. I am quite positive that I am not the only person whose life has been impacted by this one person. The funny thing, this is the first time that I have been able to speak with and thank Scott Hanselman. Scott Hanselman is a programmer, teacher, and speaker. Although Scott maintains a full-time role for the Web Platform Team at Microsoft, it is his obsession and enthusiasm for technology and deliberate practice that I have found him to be an impactful person in my life. I strongly encourage you to watch Scott's talk, Scaling Yourself, which is applicable for parents, younger people beginning their careers, and for people who find themselves in the throes of a life transition. Our conversation is wide-ranging, covering how we can give ourselves the gift of grace, asking ourselves if we are saving babies, and how to be intentional with our time and those around us. Please enjoy my conversation with Scott Hanselman. For show notes and resources discussed in this episode, visit https://tammacapital.com/ep-46-scott-hanselman-scaling-yourself/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Nov 4, 202142 min

Ep 45Amanda Zelechoski – Pandemic Parenting

Wasn't parenting already challenging before COVID hit? What if you could connect with real-world resources and parents struggling right along with all of us who are trying to figure out how to meet our children's needs amid a global pandemic? Meet Dr. Amanda Zelechoski, a licensed clinical and forensic psychologist and attorney specializing in trauma, who decided to start a non-profit to help parents like you and me. Pandemic Parenting began as a collaboration between Dr. Zelechoski and Dr. Lindsay Malloy: two psychologists, scholars, and moms committed to sharing their expertise and research with families. Information overload, warning signs of mental health issues with our kids, spouses, and partners, and how to treat ourselves with compassion are all topics Amanda and I discussed during our conversation. Amanda and her team have turned Pandemic Parenting into a digital hub for parents with multiple mediums and resources, no matter what stage of parenting you may be at. It is a free resource that I encourage all parents to take advantage of as we continue to navigate our way through this pandemic. Please enjoy my conversation with Dr. Amanda Zelechoski. For show notes and resources discussed in this episode, visit https://tammacapital.com/ep-45-amanda-zelechoski-pandemic-parenting/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Oct 28, 202141 min

Ep 44Dr. Teryn Clarke – A Non-Political Take on Treating COVID

How can you develop a baseline understanding of the COVID virus? For me, it wasn't about getting political, but instead, searching for people dealing with the virus on the frontlines and reading medical journals to help develop treatments. Dr. Teryn Clarke is a problem solver by nature. She is an MD who specializes in neurology working with high-risk elderly patients. Dr. Clarke realized early on during the COVID outbreak that to help protect her patients, she would need to dive into the data and science of COVID. During our conversation, we covered various topics related to COVID, such as how the virus spreads, what vaccines do and don't do, and where medical data comes from. More importantly, Dr. Clarke and I discuss how we can help protect one another and our families while reducing the spread of the virus. A topic in which Dr. Clarke presents multiple examples of when you are sick, stay home! Please enjoy my conversation with Dr. Teryn Clarke For show notes and resources discussed in this episode, visit https://tammacapital.com/ep-44-dr-teryn-clarke-a-non-political-take-on-treating-covid/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Oct 21, 202156 min

Ep 43Meg Wagner – The Goal Guru: How to Learn to Develop Achievable Goals

Have you ever wondered how to make realistic goals that you could achieve? Maybe a goal guru could help? After making her own career pivot which turned into a career identity crisis, Meg Wagner launched her coaching and consulting practice, The Goal Guru. A firm that helps you define your work, align your life, and design your future. While there is a strong emphasis on outcomes in setting goals, Meg stresses the essential element of paying attention to your feelings about what you want to achieve. You should gain clarity around your goals and the process of how to achieve vs. solely the outcome. Specifically, in working with Parents, Meg emphasizes that parents need first to be kinder to ourselves. We should start with even smaller goals and ensure that we give ourselves time to make time for ourselves. And depending upon what stage of life we may be in, we develop and categorize goals by the roles we live in, such as career, parent, and personal to us. For show notes and resources discussed in this episode, visit https://tammacapital.com/43-the-goal-guru-meg-wagner/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Oct 14, 202130 min

Ep 42Jackie Ghedine & Mimi Bishop – Helping Gen X Women Bridge the Worth Deficit Gap

Did you know that research shows that 92% of people do not keep their new year's resolutions or goals? What if you could find a way to be part of the 8% who see success pursuing their lifestyle and financial goals? With this data in mind, Jackie Ghedine and Mimi Bishop launched their firm, The Resting Mind, to help gen X women who are struggling to define themselves personally and professionally. They developed the 8% rule of taking small steps to help women determine who they want to be, where they want to go, and how to get there. Both Jackie and Mimi left behind high-profile corporate roles to launch their firm. A life transition that started with reflecting on an Oprah Winfrey article that helped them discover that they wanted to help bridge the worth deficit gap that women are facing. Jackie and Mimi have developed a unique approach to utilizing energy leadership and positive psychology to help propel gen X women. They take an investigated approach that empowers women to ask for help, to help them realize they are not alone and do so with confidence and conviction. Please enjoy my conversation with Jackie Ghedine and Mimi Bishop. For show notes and resources discussed in this episode, visit https://tammacapital.com/42-gen-x-women/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Oct 7, 202142 min

Ep 41Carrie Schochet – Having Transparent Conversations In Your Career Search

Have you ever seen a purple squirrel? It's a term used within the recruiting industry that means a hard-to-find candidate. But the term and meaning go well beyond that. Carrie Schochet, a mom of three, wife, and entrepreneur, founded her boutique recruiting firm Purple Squirrel to help both employers and candidates find the perfect fit with their search. A process focused on integrity, ethics, and communication, allowing her firm to stand out in a crowd, just like a purple squirrel. We talk about the latest trends in a stressed-out job market for both employers and candidates. An environment that has made it difficult for Carrie and her team, which she openly talks about. With the changes in workplace flexibility, Carrie discusses why candidates searching for a new career need to be deliberate in their thinking about their career path. To have transparent conversations with themselves so that they understand what they need and want from their careers. Please enjoy my conversation with Carrie Schochet. For show notes and resources discussed in this episode, visit https://tammacapital.com/41-career-search-carrie-schochet/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Sep 30, 202150 min

Ep 40Joe Ferraro – How to Have a Damn Good Conversation

Have you ever wondered what makes a great conversation? How being present, curious, and creative affect the quality of our conversations? Joe Ferraro, a high school English teacher, thinks about having conversations a lot. But, more specifically, Joe focuses is on how to have damn good conversations. During our damn good conversation, Joe talks about his journey from being a high school teacher to launching the 1% Better Podcast over four years ago. An event that has now helped him launch a new business where he helps people do just that, have better conversations now and every single time. Joe stresses that you need to be curious and present with the person or people you are speaking with to have great conversations. An area that I tend to struggle with within my own family. But in our daily lives, Joe also points out that asking better questions naturally leads to better conversations. Please enjoy my conversation with Joe Ferraro. For show notes and resources discussed in this episode, visit https://tammacapital.com/40-joe-ferraro-one-percent-better/ For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Sep 23, 202145 min

Ep 39Lisa Miller – How to Find Career Clarity

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Are you struggling with career clarity? The ability to determine what you need or want from your career and how you would go about finding it? Lisa Miller knows first-hand the ups and downs a career can bring, which led her to transition from a corporate role/career into a business owner/entrepreneur. Lisa's transition did not happen overnight and required her to set aside time to honestly think about what may be possible in her career. Career transitions are one of life's most significant transitions and something we likely don't give ourselves enough time to think about until a shift is forced upon us. We spend considerable time discussing this idea because many people believe that they can flip a switch or use an equation to find what will make them happy within their careers. We also discuss the seasonality of careers, especially for parents trying to juggle multiple financial and lifestyle priorities. Lisa points out that there may not be a perfect or dream job for you, depending upon what season of life you may be in. To help make career clarity a reality, Lisa talks about how she utilizes the PIVOT method in assisting people in finding career clarity. Please enjoy my conversation with Lisa Miller. For show notes and resources discussed in this episode, visit https://tammacapital.com/39-lisa-miller-career-clarity/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Sep 16, 202153 min

Ep 38Dan Pink – How a Side Hustle Turned into the Journey of a Lifetime

How does someone become a multi New York Times best-selling author? First, ask yourself, what do you do when no one is watching? Dan Pink, a 4-time New York Times Best Selling author, shares his story on becoming a prolific researcher and writer. How his side hustle of writing, and a conversation with his wife, turned into the journey of a lifetime. Dan's story leads us into an inspiring conversation about the advice we give to our kids and ourselves. When we give our kids advice or try to find our own way, asking what is your passion, is not the right question we should be asking. Instead, a better question to ask is, what do you like to do, or more important, what are you good at. Our conversation weaves together multiple topics that we all deal with in life, such as what motivates us, how to change, how our work defines our identities, and much more. Be sure to check out the show note link below where we list several of the excellent resources that Dan brings up throughout our discussion. Please enjoy my conversation with Dan Pink. For show notes and resources discussed in this episode, visit https://tammacapital.com/38-dan-pink-motivation/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Sep 9, 202140 min

Ep 37Cameron Huddleston – Mom and Dad, We Need to Talk

Have you noticed how organized your parents used to be? Or maybe you see that they have stopped taking care of themselves physically when you see them in-person or via FaceTime or Zoom. If so, it may be time that you have a conversation with your parents about their health and financial well-being. Cameron Huddleston, a mom of three awesome kids, was also a caregiver for her own mom, who had Alzheimer's disease. "It was a stressful situation I wouldn't wish on anybody, but it gave me great insight into how financially devastating Alzheimer's and dementia can be." It made Cameron realize how important it is for adult children to have conversations with their parents about their finances before a health issue or other emergency leaves their parents unable to manage their finances independently. Her situation moved her to write the book, Mom and Dad, we need to talk; how to have essential conversation with your parents about their finances. One way to spark a conversation with parents is to ask them for advice regarding financial matters. Cameron noted that this approach could ease fears and tensions around taking the first steps to determine how you may be able to help. Please enjoy my conversation with Cameron Huddleston. For show notes and resources discussed in this episode, visit https://tammacapital.com/37-how-to-talk-to-your-parents-about-finances/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Jul 22, 202142 min

Ep 36Lisa Mallis – Helping People Recognize Their Light Bulb Moment

What happens when life transitions occur and what was working, suddenly stops working? What if you ask yourself, even though I am good at this work or career, do I really enjoy doing it? These are a few of the types of questions that Lisa Mallis has asked herself and her clients on her own journey from being a high school math teacher to a coach focused on time management. Lisa shares her insights on how she helps empower business owners and parents to create a life where you focus on the most important tasks every day, leverage your time, and work less. A concept rooted in the expression, learn how to work smarter, not harder. Please enjoy my conversation with Lisa Mallis. For show notes and resources discussed in this episode, visit https://tammacapital.com/36-life-transitions/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Jul 15, 202148 min

Ep 35Melody Wilding – Trust Yourself

Do you feel like you're "not good enough" or "take things too personally" at work? Or, do you feel overworked and on your way to burnout? If so, you may be a sensitive striver. Melody Wilding, a licensed therapist, turned coach, helps highly sensitive and high-achieving professionals overcome the emotional challenges of leadership, management, and success. Her goal is to empower people to produce high-caliber work without burning out or sacrificing who they are. Throughout our conversation, we focus on four core values that Melody identifies in her book, Trust Yourself, that can help lead sensitive strivers to a better life and path forward. These core values can also help in our quest to define what "enough" is for ourselves. Please enjoy my conversation with Melody Wilding. For show notes and resources discussed in this episode, visit https://tammacapital.com/35-melody-wilding-trust-yourself/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Jul 8, 202139 min

[REPLAY] - Sarah Green Carmichael – How to Tame Your Inner Workaholism

What if you had a heart attack, but instead of calling your spouse or partner to get medical attention, your first thought was, "I need to meet with my manager tomorrow; this isn't convenient?" This is precisely what Jonathan Frostick, an IT lead at HSBC, experienced and explained in a LinkedIn post that went viral. A post that caught the eye of Sarah Green Carmichael, an editor with Bloomberg, and she needed to know more about why someone would think about a meeting before calling for medical help. Sarah talks us through the process that led her to research and writing multiple articles about workaholism. A critical takeaway from Sarah's work is that workaholics often pin the blame anywhere but on themselves. Instead, it's your overbearing boss, an always-on company culture, or rising economic inequality. However, we have the power to control what we do, the ability to "reframe" our experience to choose what is best for us. During our conversation, Sarah shares tactics on reducing workaholism from learning how to embrace trade-offs to developing other identities outside of our work/careers. Please enjoy my conversation with Sarah Green Carmichael. For show notes and resources discussed in this episode, visit https://tammacapital.com/32-2-workaholism/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Jul 1, 202141 min

Ep 34Cristin Wipfler – Helping You Feel Your Best

Have you ever wondered what a health coach does? If you are like me, you may have assumed that a health coach primarily deals with food, nutrition, and eating. I was wrong. Cristin Wipfler, a registered dietician and health coach, put it this way, "health coaching is to help you feel your best, and is not a one size fits all process." Cristin takes a unique approach and is focused on helping people shift their mindsets when it comes to how they feel about themselves. While diet and nutrition are an essential part of her health coaching practice, it is far from the most critical aspect in how she helps people. Cristin uncovers "why" people want to change their health rather than only what they want to change. Peeling back the layers of an individual's unique personality, Cristin helps people find a voice to their story. To which she then helps to identify triggers and reframe potentially negative triggers into positive ones. Please enjoy my conversation with Cristin Wipfler. For show notes and resources discussed in this episode, visit https://tammacapital.com/34-health-coach/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Jun 24, 202136 min

Ep 33Dr. Paula Ruffin – It's All Gonna Be Okay

For parents, have you ever thought about how your child has made you refocus your own life? For Dr. Paula Ruffin, an unexpected pregnancy forced her to re-evaluate her own life, which brought her to the brink of bankruptcy as a single mom and business owner. While not seeking any empathy for being a single mother and entrepreneur, there is a difficult balance to be struck that all working parents tend to face. In our conversation, Paula and I talk about balance coming from our ability to make decisions (good or bad). And the ability to be able to switch our focus from one person or activity to another as seamlessly as we can. While convenience may be all around us, Paula talks about how her mother help lead her into the healthcare field because of inconveniences growing up. Paula talks about her strong sense of community and wanting to grow the area where she lives and works by partnering with other businesses that want to support one another. As Paula puts it, you need to like the people you are around to be effective. Please enjoy my conversation with Dr. Paula Ruffin. For show notes and resources discussed in this episode, visit https://tammacapital.com/33-parenting/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Jun 17, 202147 min

Ep 32Sarah Green Carmichael – How to Tame Your Inner Workaholism

What if you had a heart attack, but instead of calling your spouse or partner to get medical attention, your first thought was, "I need to meet with my manager tomorrow; this isn't convenient?" This is precisely what Jonathan Frostick, an IT lead at HSBC, experienced and explained in a LinkedIn post that went viral. A post that caught the eye of Sarah Green Carmichael, an editor with Bloomberg, and she needed to know more about why someone would think about a meeting before calling for medical help. Sarah talks us through the process that led her to research and writing multiple articles about workaholism. A critical takeaway from Sarah's work is that workaholics often pin the blame anywhere but on themselves. Instead, it's your overbearing boss, an always-on company culture, or rising economic inequality. However, we have the power to control what we do, the ability to "reframe" our experience to choose what is best for us. During our conversation, Sarah shares tactics on reducing workaholism from learning how to embrace trade-offs to developing other identities outside of our work/careers. Please enjoy my conversation with Sarah Green Carmichael. For show notes and resources discussed in this episode, visit https://tammacapital.com/32-2-workaholism/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Jun 10, 202140 min

Ep 31The College Planning Process Part 3: Taking Out the Financial Guesswork

Do you know what financial aid optimization is or means? Or, what about the tax and financial aid implications that taking money out of a retirement account could cause? In part three of our three-part series focused on our college planning process, we dive deep into the financial aspects of sending your child off to college. Specifically, we will address saving, how schools optimize financial air packages, loans, and much more. My objective with this college planning series is to help educate parents on becoming better consumers with it comes to planning for college. In addition, we want to help you take the emotional and financial guesswork out of the college planning process at TAMMA. Recall that this three-part series focused on the college planning process is not just about saving, financial aid, or loans. Instead, the college process that I am building at TAMMA is a comprehensive look at how to plan, have conversations with your kids, and the right questions to ask students and college administrators, and professors. I hope that you enjoy part three of our college planning process series. For show notes and resources discussed in this episode, visit https://tammacapital.com/31-2-college-financial-aid/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Jun 3, 202127 min

Ep 30The College Planning Process Part 2: Finding the Best Fit for Your Kid(s)

Do you know the right questions you should be asking schools for how they will be teaching your kids to learn at their institutions? Or how the skills they may learn will translate into the working world? In part 2 of the college planning process, we build off part 1, where I spoke about the cruel optimism we face as parents when balancing all the financial and lifestyle challenges facing us. In this episode, we focus on how to find a college or university that best fits your kids. Our need to be having conversations early with our kids about college and the blunt questions we should be asking them. Additionally, we talk about the transfer process and how it could or could not be a good option for your kids. And, we set realistic expectations with it comes to obtaining an athletic scholarship to pay for undergraduate education. Recall that this three-part series focused on the college planning process is not just about saving, financial aid, or loans. Instead, the college process that I am building at TAMMA is a comprehensive look at how to plan, have conversations with your kids, and the right questions to ask students and college administrators, and professors. I hope that you enjoy part two of our college planning process series. For show notes and resources discussed in this episode, visit https://tammacapital.com/30-best-college-fit/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

May 27, 202122 min

Ep 29The College Planning Process Part 1: Cruel Optimism

Are you concerned about the rising costs of college? What college or university would best fit your kids? Or curious about how critical a mentor for your kids in college could be? This week I kick off a special three-part series focused on the college planning process. It's not just about saving, financial aid, or loans. The college process that I am building at TAMMA is a comprehensive look at how to plan, have conversations with your kids, and the right questions to ask students and college administrators, and professors. In part one, I look at the cruel optimism we face as parents when it comes to balancing all the financial and lifestyle challenges facing us. Part two is focused on how to find a college or university that best fits your kids. And part three, I cover how to take the financial guesswork out of the college planning process. I hope that you enjoy part one of our college planning process series. For show notes and resources discussed in this episode, visit https://tammacapital.com/29-college-planning-process/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

May 20, 202127 min

Ep 28Justin Bright – Passing the Bus Test

What is the difference between seizing an opportunity and not? The ability to take action in the face of fear and anxiety? Husband, father, and serial entrepreneur, Justin Bright, has believed in himself to start not one but three businesses within the last ten years. One of which he launched in 2020 during the COVID pandemic. Justin felt that he had some to offer in starting each of the three businesses, which are all in completely different industries and unrelated to each other. Like most entrepreneurs that I have met, Justin has this enate mindset to persistent, be consistent, and have an ability to always figure things out when challenges arise, which they always do with running a small business. According to Justin, having a positive mindset is a powerful asset. "Passing the bus test," as Justin described it, meant that he was doing everything necessary to prepare his businesses and family for the unfortunate day that he would not be here for them. A noble endeavor that was cemented by a conversation that he had with his oldest son. Please enjoy my conversation with Justin Bright. For show notes and resources discussed in this episode, visit https://tammacapital.com/28-entrepreneur-bus-test/. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

May 13, 202155 min

Ep 27Leah Nauseda – Being Open in Raising 6 Boys and to New Opportunities

People often ask me what it is like raising triplets? However, I have often wondered what it has been like for a mom with a full-time career to raise six boys ranging from age 29 down to 7? Leah Nauseda is just the person to help answer this question. Transitions have been a way of life for Leah as she talks about going through a divorce, being a stay-at-home mom, and then slowly working her way back into a new sales career. A career that highlights her natural abilities to be a great networker but an even better connector of people. The true success of Leah's ability to raise her six boys while developing her new career has been to be open with herself, her boys, and to opportunities when they uniquely present themselves. Her ability to stay open has helped to deepen the strong relationships that she has developed with her sons and the deep connections her sons have built with each other. Please enjoy my conversation with Leah Nauseda. For show notes and resources discussed in this episode, visit tammacapital.com/27. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

May 6, 202152 min

Ep 26Chris Dyer – Finding an Opportunity to Change How We Work

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 seen since the great depression. Faced with cutting costs and laying off people to keep his business alive, Chris went from a sticks and bricks business to a completely virtual company. To succeed in a remote working environment, Chris points out that employees need to set boundaries, communicate those boundaries (both internal and external), and have the discipline to stick with it. Chris acknowledges that there is no natural start or stops when it comes to working remotely, which is why it is so critical for people to set boundaries so they do not fall into the trap of working constantly. Chris advises both employees and employers to figure out how to create the right environment and determine what the practical methods necessary are to make virtual work successful for all parties. Please enjoy my conversation with Chris Dyer. For show notes and resources discussed in this episode, visit tammacapital.com/26. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Apr 29, 202152 min

Ep 25Daniel Crosby – Seeing the World Through New Eyes

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. In our conversation, we talk about Daniel's New York Times best-selling book, The Behavioral Investor, where Daniel lays out the four consistent types of behavioral risks - Ego, Emotion, Attention, and Conservatism underpinning our psychological makeup. We also discuss the impact that COVID has had on our cognitive ability to make decisions. Social connectedness is essential to good mental health, which is one reason why we likely felt more stress during the past year because of social isolation. Daniel talks about how his life transitioned from being a clinical psychologist who wanted to help people with eating disorders to being the chief behavioral officer for a financial company. A path that was heavily influenced by his father, who is a financial advisor. Please enjoy my conversation with Daniel Crosby. For show notes and resources discussed in this episode, visit tammacapital.com/25. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Apr 22, 202145 min

Ep 24Mark Salisbury – Walking the Tightrope of College Planning

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 in when determining what they will pay for their kids to attend college. Mark Salisbury, who spent much of his career working in higher education, wanted to change this by helping parents and students be better informed when deciding what college to attend and how much it would cost them. Mark created a company called TuitionFit. Think of it as the Kelly Blue Book of college pricing. It is a free process where parents can upload their kids' college award letters and compare apples to apples what other kids have received from various colleges and universities. I believe in Mark's company so much that I have decided to partner with him to create a better college planning experience for families. The first ten families who contact me, Mark and I, will personally walk you through the TuitionFit process at no cost to you. Please enjoy my conversation with Mark Salisbury. For show notes and resources discussed in this episode, visit tammacapital.com/24. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Apr 15, 20211h 1m

Ep 23Paul Fenner – Everyone Has a Story

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 clients that financial and lifestyle goals will take a back seat to unexpected priorities. You cannot prepare for everything, and that is okay. Being told that I was having triplets in 2010 was just one of many unexpected surprises that I have had to start my Family Office firm TAMMA Capital. In this episode, I answer questions that many listeners have asked, such as what is my background, why did I start TAMMA, what life transitions have I gone through, and what does Family Office really mean? Every person and family has a story. What is your story? How can TAMMA help to create the change that you want in your family's life? For show notes and resources discussed in this episode, visit tammacapital.com/23. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Apr 8, 202125 min

Ep 22Kim Shepherd – Working Remote

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 bring. Kim found herself in the middle of a life and career transition from being in broadcast journalism to business owner of a virtual recruiting business. Kim and I dive deep into the three essential elements that make working remote possible; effective communication that is disciplined, clearly identified key performance indicators are, and trust that you will get the job done. Please enjoy my conversation with Kim Shepherd. For show notes and resources discussed in this episode, visit tammacapital.com/22. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Apr 1, 202142 min

Ep 21Brenda Meller – Social Media Pie

"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 bucket? Brenda Meller is a person who believes strongly in helping to fill people's buckets. A lover of pie, Brenda's social media pie, which is also the title of her new book, represents how she shares her knowledge and helps others build their networks and relationships. Brenda, a wife, mother of two, and entrepreneur at heart, realized that she was leaving learning opportunities on the table, which propelled her to write her book. Like many former podcast guest, Brenda's story involved many life transitions, which we know, can be an extremely emotional journey. How we decide to meet these challenges or opportunities is primarily determined by our mindsets. Brenda's mindset of giving back is a motivating one for me and I hope you as well. Please enjoy my conversation with Brenda Meller. For show notes and resources discussed in this episode, visit tammacapital.com/21. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Mar 18, 202152 min

Ep 20Rich Spriggle – A Net-Giver Focused on Helping People "Between Successes"

80% of jobs come from networking. And 80% of those jobs come from a third level connection. A friend of a friend of a friend. Then why is it that 95% of people are not good at networking? Someone who knows a great deal about the human side of networking is Rich Spriggle, a net-giver focused on meaningful work, helping people who are "between successes." Rich is a Senior Vice President at Challenger, Gray & Christmas, where he supports individuals going through a career transition. One of the most traumatic life experiences that you can go through. Rich talks about his firsthand experience in going through a career transition himself that helped lead him to do something more meaningful with his career. Rich provides actionable strategies to network more effectively now, during, and after a career transition. Please enjoy my conversation with Rich Spriggle. For show notes and resources discussed in this episode, visit tammacapital.com/20. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Mar 4, 202153 min

Ep 19Rebecca Maxcy – How to Talk With Your Kids About Money

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 kids about money? Rebecca Maxcy is director of the UChicago Financial Education Initiative at the University of Chicago and leads a team of researchers who help parents talk with their kids about money. Rebecca and her team have created a unique approach that focuses on the person, behaviors, and values of money vs. dollars and cents. Rebecca's research has found that across the nation, financial education varies by state and school district. This means most parents have to take the lead when it comes to their kids' financial education. Financial education, similar to financial planning, never ends. It evolves continuously, and as parents, we can have a significant influence in setting our kids up for financial success by being open and having money conversations. Please enjoy my conversation with Rebecca Maxcy. For show notes and resources discussed in this episode, visit tammacapital.com/19. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Feb 25, 202149 min

Ep 18Dennis Mosley Williams – Being the Light for Your Family

How does a husband, father of two girls, and entrepreneur whose business pre-COVID required him to be on over 150 planes a year crisscrossing the country be the light that his family needs him to be? Knowing who you are and what you want as a person, spouse/partner, and parent are the critical elements that help people keep stress and financial strife out of their relationships. An essential component that allows Dennis Mosley Williams to do this is quite simple, every 60 days, have something fun to look forward to. Dennis talks with great passion about building and living for the memories and experiences of life, not status or material possessions that people think may make them happy. Please enjoy my conversation with Dennis Mosley Williams. For show notes and resources discussed in this episode, visit tammacapital.com/18. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Feb 18, 20211h 1m

Ep 17Terry Bean – Being Intentional About Your Social Networks

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 when most everything is virtual? Terry Bean, a foremost expert in networking, especially within LinkedIn, discusses how to utilize social networks best to help you give and get the support you need and want. The first step of networking successfully is to be intentional about what you are trying to accomplish. Determine what specific solution you are trying to solve, who you know that can help you solve it, and how you reach that person or group. Please enjoy my conversation with Terry Bean. For show notes and resources discussed in this episode, visit tammacapital.com/17. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Feb 11, 202147 min

Ep 16Brian Portnoy – Funded Contentment: Am I Going to Be Okay?

Am I going to be okay? The question—not explicitly about money is posed by everyone from the ultra-wealthy to the just-getting-by, from the retiree to the just-getting-started. 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. These words set the stage for Brian Portnoy's book, The Geometry of Wealth: How to Shape a Life of Money and Meaning. These remarks also set the foundation for an in-depth conversation with Brian, which also included key thoughts and takeaways from his latest book, How I Invest My Money. Brian and I also discuss experienced happiness, which comes and goes, vs. reflective happiness, which requires work. I strongly encourage you to give Brian's book a read and be sure to check out the other resources we discussed during our talk. Please enjoy my conversation with Brian Portnoy. For show notes and resources discussed in this episode, visit tammacapital.com/16. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Feb 4, 202136 min

Ep 15Lindsay & Mike Dillon – Deciding to Partner Together Rather Than Blame

The fastest way to create strife within your finances is to marry or partner with someone who has wildly different spending expectations. Layer on considerable amounts of debt, either from student loans or credit cards, can be a recipe for disaster. Mike & Lindsay Dillon may have been headed down this road, but then something changed. They changed their mindset and decided to partner together rather than blame one another for their differing financial management styles. Lindsay and Mike talk about how their emotions changed about money when they started working together and seeing their debt levels begin to go down significantly. They realized that their debt was a heavy load to carry, which they could feel, bringing down their relationship and family. The couple shares intimate details about their struggles and triumphs when it comes to their wealth management plan in hopes of being able to help other couples who may be in similar situations. Please enjoy my conversation with Lindsay & Mike Dillon For show notes and resources discussed in this episode, visit tammacapital.com/15. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Jan 28, 20211h 4m

Ep 14Anthony Tomey – From Professional Baseball Pitcher to Family Entrepreneur, Husband, and Father

Timing in sports, just like life, can take you to places that you would never think twice about. When one door of opportunity closes, do you have the courage to open another door? Today's conversation with former professional baseball pitcher turned family entrepreneur Anthony Tomey is focused on Anthony's story to take a risk and open a new door of opportunity when he decided to end his professional sports career. Anthony and his family started with one Jimmy John's franchise nearly two decades ago while Anthony was a pitcher in the Detroit Tigers minor league system. Since then, they have grown their business into 50 Jimmy John's franchises in the Metro Detroit, MI area. Anthony dives into the details and complexities of running a family business with his Dad, Uncle, Sister, and Brother, with all the challenges and opportunities it can bring. Anthony speaks candidly about the difficulties of managing the business's needs while wanting to be present for his boys and the balance he seeks to try to make it all work together. Please enjoy my conversation with Anthony Tomey. For show notes and resources discussed in this episode, visit tammacapital.com/14. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Jan 21, 202145 min

Ep 13Anya Kamenetz – The Art of Screen Time: Digital Parenting Without Fear

How worried should we really be about kids and tech? With kids on devices more than ever due to virtual learning, where is all of this heading? And what should we actually do about it? Today I speak with Anya Kamenetz, the author of The Art of Screen Time: Digital Parenting Without Fear. Anya is also an education correspondent for NPR, and her work can be found in The New York Times, The Washington Post, New York Magazine, Slate, and O, the Oprah Magazine. Specifically, we talk about the effects that screens can have on our children's eyes, sleep, stress levels, and shared family time. Our conversation dives deep into the research on these topics and more that Anya pulled together to write her book and other subsequent articles that she has written on kids and digital devices. Please enjoy my conversation with Anya Kamenetz For show notes and resources discussed in this episode, visit tammacapital.com/13. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Jan 14, 202145 min

Ep 12Molly Reeser – How a Little Girl with Cancer Changed the Life of Another Young Woman

Have you ever wondered how a chance encounter with a stranger could change the total direction of your life? How life planning meets your calling and creates a new journey for you. This episode is focused on the story of an impressionable young college student whose life would be changed by a 10-year old girl named Casey Foote who was battling cancer. In my conversation with Molly Reeser, Molly shares the details of her attending Michigan State University and working part-time teaching horseback riding lessons. A job that would lead her to meet a young girl whose journey with cancer led Molly to start Camp Casey. Camp Casey's mission is to provide safe, fun experiences for children and families affected by childhood cancer, rare blood disorders, and other life-threatening illnesses through accessible horseback riding programs. Please enjoy my conversation with Molly Reeser. For show notes and resources discussed in this episode, visit tammacapital.com/12. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Jan 7, 20211h 2m

Ep 11Noelle Essig – Helping Students & Families Through the College & Career Planning Process

Are you concerned about college and career planning for your children? While this stage in your kids' lives can be an overwhelming and emotional experience, it doesn't need to be with open lines of communication and good planning. This week I speak with Noelle Essig, College & Career Counselor in the West Bloomfield School district located in Metro Detroit. Noelle brings decades of experience working with students and families to help navigate them through the career and college planning processes. Be sure to follow Noelle on Twitter @NoelleEssig and for additional resources along with our show notes! Please enjoy my conversation with Noelle Essig. For show notes and resources discussed in this episode, visit tammacapital.com/11. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Dec 17, 202052 min

Ep 10Bill Kieffer – Experiencing Career & Life Transitions from Multiple Angles

Going through a job transition can be an emotional situation for most people in corporate America. But what about transitioning from military life to civilian life? Today I speak with Bill Kiefer, a corporate executive, coach, speaker, and former officer in the U.S. Army who has experienced career and life transitions from virtually all angles. In our conversation, we discuss the difficulties of career transitions, especially for veterans transitioning from military life into civilian life. The obstacles everyone faces during a professional or personal transition, but also the keys to success in helping you define what success could look like and a path forward. Please enjoy my conversation with Bill Kieffer. For show notes and resources discussed in this episode, visit tammacapital.com/10. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Dec 10, 202038 min

Ep 9Kristen Rajagopal – Providing the Gift of Peace of Mind to Your Family

Who wouldn't want to provide their family with peace of mind during an emotionally difficult life situation such as losing a loved one? Or the ability to tell your story about how you would like your children to be cared for when you are no longer able? There are many misconceptions about what an estate plan is and isn't, but one thing is for sure, it allows you to tell your story on how to protect your family and provide them peace of mind when you need it most. This week I speak with estate planning attorney Kristen Rajagopal, Founder of Bequest Law in Atlanta, GA. Kristen walks us through what four critical documents make up a complete estate plan. Documents that help us through incapacity, to documents that help us protect our children and those who mean the most to us when we are no longer here. Please enjoy my conversation with Kristen Rajagopal. For show notes and resources discussed in this episode, visit tammacapital.com/9. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Dec 3, 202040 min

Ep 8Jillian Moutafis – A Non-traditional Journey into a New Career While Raising Three Kids

Have you ever thought about making a mid-life career shift while raising a family? A change to a completely unrelated career you already spent thousands of hours and multiple degrees to pursue? This week, my guest is Jillian Moutafis, a leading real estate agent in the Metro Detroit area. The mother to three girls, Jillian, discusses her non-traditional journey into real estate from being an elementary school teacher for 12 years before deciding to make a career change. Jillian talks about why she decided to change to a more flexible career that would allow her more time with her three daughters. Changing careers is a topic that many parents grapple with. Jillian talks about the struggle to make it work, especially in the early years, when she lost money as a realtor. And how she tried being both a teacher and real estate agent part-time, and the sign she received that finally pushed her to go into real estate full-time. Please enjoy my conversation with Jillian Moutafis. For show notes and resources discussed in this episode, visit tammacapital.com/8. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Nov 19, 202051 min

Ep 7Dr. Patrick Qatsha – Being a Healthcare Professional, Business Owner and Father of Multiple Kids in a Global Pandemic

What if the business that you had worked your entire life to build suddenly had to shut down? During the COVID pandemic, you likely heard of many companies that had to shut down abruptly. However, what if your business was in the medical field that put yourself and your entire family at risk? My guest this week is Dr. Pat Qatsha, a Dentist and owner of Dream Dental. This is precisely the situation that Pat faced with his business and family. To make the situation even more complicated, Pat, wife Sonia, a Physician Assistant, was also working on the front lines of the COVID battle. We talk about Pat's personal battle pre and post COVID to balance running and growing a business, his spouse with a demanding career of her own while raising their three young children. A relatable challenge for most entrepreneurs, especially those with families. Please enjoy my conversation with Dr. Pat Qatsha. For show notes and resources discussed in this episode, visit tammacapital.com/7. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Nov 12, 202041 min

Ep 6Dr. JR Muldoon – Finding the Counter Balance in Life Raising Multiple Kids and a Business

As someone who has dealt with migraines for most of my life, stress management has always been a critical component of managing my migraines. But like most people with multiple kids, a demanding career or business, and a plethora of tugging priorities, managing stress can be extremely difficult. Additionally, to help manage my migraines, I turned to the field of Chiropractic. Chiropractic care can often be misunderstood. To explain what Chiropractic care is and isn't, my guest this week is Dr. JR Muldoon, a Chiropractic Neurologist and owner of NeuroLogic Chiropractic Center. In our conversation, we discuss how JR chose to focus on the niche field of neurology within the Chiropractic space, making him a leader within the field and how that translates into better care for his patients. JR talks about the changes he has seen in his patients, both mentally and physically, due to the impacts of COVID-19. Please enjoy my conversation with Nick Raich. For show notes and resources discussed in this episode, visit tammacapital.com/6. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Nov 5, 202039 min

Ep 5Nick Raich – The Stock Market is Not the Economy

Are you curious as to why the stock market has skyrocketed higher when the economy feels stuck in first gear during this global pandemic? Or why, when a company reports great earnings, its stock price can go down? This week I speak with Nick Raich, Founder, and CEO of the Earnings Scout. The Earnings Scout is the premier provider of corporate earnings data and trend analysis. Full disclosure I am a client of the earnings scout and utilize their data in making portfolio management decisions for clients at TAMMA. In our conversation, we dive into the markets' mechanics and talk about the variables that drive stock prices. We answer the question of why the stock market is not disconnected from the economy, as so many financial pundits would like you to believe. Please enjoy my conversation with Nick Raich. For show notes and resources discussed in this episode, visit tammacapital.com/5. For more episodes, go to tammacapital.com/podcast. Follow Paul on Facebook and LinkedIn. And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Oct 29, 202048 min