What To Do When The Plan Stops Working
Emotional Balance Sheet with Paul Fenner · Paul Fenner
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Show Notes
You made the plan. You ran the numbers. You did everything right. So why does it feel like you're one unexpected expense away from starting over?
This week, I am focusing on what happens when the plan stops working, and why that might not be the disaster you think it is.
I share a story about a family whose perfect five-year projection fell apart after an unexpected health diagnosis, and what they discovered in the rebuilding. I also cover my own experience navigating career changes and raising triplets +1 when plans rarely survive contact with reality.
Your action step: Look at your current financial plan and ask yourself what happens when it breaks. What would you protect? What would you let go? That awareness is the beginning of real resilience.
Connect with Paul
If you're a family with multiple kids who feel like your money should be working harder but aren't sure where to start, I do complimentary 30-minute financial reviews. Schedule a meeting here.
For resources discussed in this episode, visit tammacapital.com/podcast.
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Resources Featured in This Episode:
Wealth Planning is For Everyone