What matters most when it comes to portfolio returns?

Video Version

Here's what it's not: who is President or the crisis of the day. 

From the unpredictable daily swings of the S&P 500 to the long-term probabilities of success, I cover how aligning your assets with your objectives —whether short-term or for retirement—can safeguard your financial future.  Plus, I unfold an important factor that will impact your portfolio returns.

This episode is designed to provide you with peace of mind and a reassuring strategy for when the next market downturn inevitably arrives.  Let's get started and uncover the power of purposeful planning.

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For resources discussed in this episode, visit tammacapital.com/podcast.

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And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

How do you bridge the gap between the anxiety you may be feeling and the realities of your current situation?

Our resident therapist, Dr. Jennifer Dragonette, explains the core principles of ACT, a behavioral therapy developed by Dr. Steven Hayes, designed to foster present-moment awareness, acceptance of reality, and cognitive diffusion. 

Dr. Jen makes these concepts accessible, helping listeners visualize their thoughts as separate entities that can be managed rather than overtaken by them.  Our conversation focuses on a listener question regarding a significant life transition—retirement—and how deeply ingrained financial anxieties clash with aspirations like generosity.

We tie the realms of financial planning with understanding the psychological complexities that impact our financial decisions.  Whether you're on the cusp of retirement or navigating any transitional phase, this insightful dialogue will equip you with the tools to align reality with your aspirations.

Please enjoy my conversation with Dr. Jennifer Dragonette.

Connect with Paul

Contact Paul here or schedule a time to meet with Paul here.

For resources discussed in this episode, visit tammacapital.com/podcast.

Follow Paul on LinkedIn and YouTube.

And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Resources Featured in This Episode:

How to Use Emotions as Information

The Science of Motivation and Strategies to Help You Achieve Your Purpose

Living Intentionally - Aligning Financial Decisions with Your Core Values

Modern life often throws us into "hair on fire" moments where stress feels insurmountable and overwhelming. Whether it's work demands, family responsibilities, or unforeseen challenges, we all experience these times when it seems impossible to maintain balance.

Understanding and preparing for these "hair on fire" periods is crucial. Communicating with those around us can be beneficial when we anticipate a challenging season. Alerting family members or colleagues ahead of high-pressure events sets realistic expectations and opens pathways to much-needed support.

A particularly common scenario for me occurs during tax season, symbolizing those stress-filled periods. As I put a cap on the 2024 tax season, I wanted to reflect upon an insightful conversation with my friend and coach, Dennis Mosley Williams, about navigating these intense moments.

Connect with Paul

Contact Paul here or schedule a time to meet with Paul here.

For resources discussed in this episode, visit tammacapital.com/podcast.

Follow Paul on LinkedIn and YouTube.

And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Resources Featured in This Episode:

Interrupting Stress with Microdoses of Relaxation

The Science of Motivation and Strategies to Help You Achieve Your Purpose

Finding Balance in the Face of Career Transitions

Does the current stock market volatility have you wondering what's next?

It's a normal emotional response to feel anxiety or even a little bit panicked when events around you seem to be in chaos, which can apply to personal events, politics, and, yes, the stock market.

Dr. Jennifer Dragonette is back to walk us through how we can navigate these personal and financial anxieties.  We delve into finding harmony between our rational and emotional minds, especially when facing fluctuations in the financial market and the anxiety it can bring.

Even during stressful situations, having a positive outlook, establishing relationships with trusted advisors, and using practices like gratitude lists can help maintain calm in times of uncertainty.  Dr. Jen also sheds light on how these strategies can be applied beyond finance, such as in recovery from personal challenges or handling political anxiety.

Please enjoy my conversation with Dr. Jennifer Dragonette.

Connect with Paul

Contact Paul here or schedule a time to meet with Paul here.

For resources discussed in this episode, visit tammacapital.com/podcast.

Follow Paul on LinkedIn and YouTube.

And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

What happens when two financial advisors get together for a conversation about non-financial planning topics?  A dynamic conversation that dives into current culture and the broader landscape of behavioral finance.

My friend and colleague Matt Zeigler joins me for a first-of-its-kind Emotional Balance Sheet podcast episode.  There was no agenda, pre-scheduled questions, or thoughts on how the conversation would go.  It is completely unfiltered.

We explore the importance of community and continuous learning, sharing their experiences from being part of Brian Portnoy's Building the Behavioral Advisor group and why behavioral finance is a topic the public should know more about.

We navigate the concept of remaining connected in a world that feels increasingly disconnected, uninformed, and calloused, emphasizing the value of turning consumers into creators to break the cycle.  We explore the challenges of creating a personal archive for complete thoughts amidst the constant barrage of information, touching on Matt's innovative Cultish Creative YouTube channel.

Please enjoy my conversation with Matt Zeigler.

Connect with Paul

Contact Paul here or schedule a time to meet with Paul here.

For resources discussed in this episode, visit tammacapital.com/podcast.

Follow Paul on LinkedIn and YouTube.

And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Resources Featured in This Episode:

Matt Zeigler

Cultish Creative

Cutting Through the Noise: Removing Distractions for Decision Making

The Fourth Turning

What does rock climbing have to do with mental and financial health?

While Dr. Jennifer Dragonette offers her compassionate expertise to communities in crisis, she also shares a passion for rock climbing—a pursuit that intertwines with her professional insights. 

Dr. Jen explains how this adventurous sport complements her work as a therapist.  She reveals how rock climbing's demands for balance, mental fortitude, and fear management mirror the complexities of navigating life's emotional challenges.

We also uncover Dr. Jen's career transition journey, from holding significant leadership roles in healthcare organizations to establishing her private practice.  Her story is a testament to the power of aligning one's career with personal values and overcoming societal expectations to find true professional fulfillment.

I think this conversation can provide valuable insights for anyone grappling with career transitions, anxiety, or simply seeking to understand the interplay between physical activities and mental well-being. 

Whether you're scaling rock walls or facing life's everyday challenges, I hope this conversation inspires and resonates with you.

Please enjoy my conversation with Dr. Jennifer Dragonette.

Connect with Paul

Contact Paul here or schedule a time to meet with Paul here.

For resources discussed in this episode, visit tammacapital.com/podcast.

Follow Paul on LinkedIn and YouTube.

And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

As busy parents on the go, it’s hard not to opt for the convenience of quick meals, which may not be the best option for our kids.  As chaotic as schedules can get, we still want to find the most optimal meal options for our kids.

Dr. Teryn Clarke is back with us to break down why proteins are indispensable, not just for muscle maintenance and growth but also for brain health.  We discuss the challenges parents face in ensuring their kids, especially active ones like my swimmer daughter Madison, get the right amount of protein amidst hectic schedules.

Dr. Clarke provides practical advice on choosing healthier fast-food options, like Chipotle, and emphasizes the importance of aiming for quality proteins, even on the go.  We also tackle some misconceptions about deli meats and intermittent fasting, offering insightful strategies to make more informed dietary choices without feeling overwhelmed or restricted.

Please enjoy my conversation with Dr. Teryn Clarke.

Connect with Paul

Contact Paul here or schedule a time to meet with Paul here.

For resources discussed in this episode, visit tammacapital.com/podcast.

Follow Paul on LinkedIn and YouTube.

And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

We live in an age where the 24-hour news cycle perpetuates political controversy and sensational headlines.  It's tempting to believe that staying informed means consuming every detail these channels broadcast.

Yet, in our personal and financial lives, this noise often creates anxiety rather than clarity.  It's crucial to recognize that not every news story or social media post warrants our attention or reaction.  Instead, we must cultivate an environment where significant matters—those directly impacting our lives and well-being—take precedence.

So, how can we filter out this noise and focus on what truly matters?  Today, I cover a few insights into managing this overwhelming influx and aligning your priorities toward genuine fulfillment.

Connect with Paul

Contact Paul here or schedule a time to meet with Paul here.

For resources discussed in this episode, visit tammacapital.com/podcast.

Follow Paul on LinkedIn and YouTube.

And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Resources Featured in This Episode:

The Fine Line Between Support and Control

The Impact of Politics on Financial Planning: Navigating Market Trends

How to Fight Stress: Harnessing Microdoses of Relaxation

Have you ever asked yourself what the best credit card to use for my family and me is?  I get this question a lot and it is a topic I have wrestled with myself.

Today, I am talking with someone who can help all of us navigate the complexity of credit card points and rewards systems.  Spencer Howard is the founder of Straight To The Points.  Spencer has built an entire business around helping individuals and families save money on travel and go to places they never would have dreamed of.

Our conversation focuses on how to choose the right card based on individual spending habits and travel needs.  We cover the importance of having a credit card strategy, the differences between cash back and points, and the significance of paying off credit cards to avoid high interest rates.

We also talk about family travel strategies, cost-effective flight options, and the importance of choosing the right credit cards to maximize rewards.

Please enjoy my conversation with Spencer Howard.

Connect with Paul

Contact Paul here or schedule a time to meet with Paul here.

For resources discussed in this episode, visit tammacapital.com/podcast.

Follow Paul on LinkedIn and YouTube.

And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.

Have you ever heard of the term "make sureing?"

Today, we delve into a term coined by Dr. Jennifer Dragonette to describe our frantic attempts to control situations or emotions beyond our control.  Though often well-intentioned, we explore how this behavior can lead to unintended consequences, especially within family dynamics and relationships.

Dr. Jen sheds light on the evolution of “make sureing” and its impact on those doing the make sureing and those being made sured.  Dr. Jen explains how this behavior can inadvertently undermine the competence of others, leading to feelings of resentment and power struggles.

I share personal anecdotes about the balancing act of managing a large family, while Dr. Jen offers practical advice on how to shift from controlling behaviors to more supportive approaches.  We also touch upon how these concepts apply beyond the family setting, especially in career transitions and times of emotional stress.

Please enjoy my conversation with Dr. Jennifer Dragonette.

Connect with Paul

Contact Paul here or schedule a time to meet with Paul here.

For resources discussed in this episode, visit tammacapital.com/podcast.

Follow Paul on LinkedIn and YouTube.

And feel free to email Paul at [email protected] with any feedback, questions, or ideas for