By TAMMA Capital
5
2626 ratings
The podcast currently has 178 episodes available.
I am often asked how families master planning for vacation from a financial and experience standpoint.
Jill Benedict, a seasoned travel agent who runs a unique travel agency, emphasizes that vacations aren't just about booking trips—they are about creating memorable experiences that align with personal and financial goals.
Jill shares her insights on navigating family cruises, optimizing vacation costs, and making the most of the trip experiences. I have personally found that working with someone like Jill makes vacation planning less stressful while creating some unexpected enjoyable moments. Jill sheds light on the benefits of using a travel agent, from saving money to accessing exclusive perks, and how her hands-on travel experiences inspire her clients.
Life is full of transitions, so we delve into Jill's journey from corporate marketing to running her own successful travel agency. Jill shares personal stories highlighting the significance of supportive relationships and the true essence of balancing life's emotional and financial aspects in travel and life.
Please enjoy my conversation with Jill Benedict.
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For resources discussed in this episode, visit tammacapital.com/podcast.
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You have more power and control than you realize, has become a powerful theme emerging from my recent planning sessions with families.
In this episode, we'll explore how taking control of your emotional and financial well-being can profoundly impact your life. Drawing insights from my own experiences and the wisdom of expert guests like neurologist Dr. Taryn Clark and psychologist Dr. Jennifer Dragonette, we'll discuss practical ways to focus on the positive aspects of life and harness your inner strength.
Why is this conversation so important? Because your emotional decisions impact your financial decisions, and your financial decisions impact your emotions!
Whether you're navigating career challenges, relationship hurdles, or financial uncertainties, this episode is a reminder that you have more power than you think to shape your future.
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.
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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 have money conversations with your spouse or partner? And just as important, what are you trying to achieve by having them?
Today, we're diving deep into the intricate dance of relationships, communication, and money with our resident therapist, Dr. Jennifer Dragonette. We explore the importance of understanding each other's upbringing and values, particularly hot-button topics like finances.
Dr. Jen stresses how curiosity can replace fear in these conversations while sharing techniques to bridge communication gaps and foster empathy by delving into each other's painful stories and experiences.
Fear and shame frequently serve as roadblocks to open communication, but Dr. Jen offers insights on how vulnerability and openness can help break down these barriers, leading to a stronger, more intimate connection.
Together, we'll discuss practical strategies like regular "walk and talk" sessions and financial date nights to keep the lines of communication open and reduce anxiety around tough conversations.
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.
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And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
Dr. Teryn Clarke – Unlocking Brain Health: The Power of Time-Restricted Eating
I am excited to have Dr. Teryn Clarke join us once again. Dr. Clarke also sheds light on the power of mindful and balanced eating over restrictive diets, sharing her insights from her research and personal experiences. We'll discuss practical tips for implementing time-restricted eating, including Dr. Clarke's meal timing and composition recommendations, ways to identify true hunger, and the importance of consulting doctors for personalized fasting schedules.
Throughout the episode, Dr. Clarke and I share our journeys with time-restricted eating and highlight the significance of empathy, grace, and trial-and-error in making sustainable lifestyle changes. Additionally, Dr. Clarke touches upon her new book, "Brain Health Action Plan," and how starting healthy habits early can yield long-term benefits, much like college and retirement savings.
So, whether you're looking to enhance your brain health, improve your eating habits, or simply understand the science behind time-restricted eating, this episode is packed with valuable insights and practical advice.
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.
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And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
Can you find trust and comedy within the highly personal and emotional arena of financial planning?
Tom McCarthy has built a successful 24-year career in the mortgage industry based on trust, doing what is in the best interests of his clients, and with a little comedy. Tom shares his unique perspective on the current housing market, including the impact of fluctuating interest rates, while providing valuable insights for potential homebuyers navigating mortgage decisions in this environment.
Buying a home or going through a refinance of an existing loan is often an extremely emotional process. After a 15-year hiatus from the comedy industry, Tom shares how his passion for two completely different industries interweaves together to help build lasting client relationships.
By the end, you'll have a fresh take on the housing market and a newfound appreciation for taking chances in life and career. Tom's wit and optimistic outlook shine through, especially when discussing the joys of his work, his supportive spouse, and parenting his two children.
Please enjoy my conversation with Tom McCarthy.
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, Instagram, and Facebook.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
How do you find harmony between your personal and professional lives? Do emotions such as fear hold you back from finding your unique purpose?
Dr. Benjamin Ritter rejoins us as we discuss his new book, "Becoming Fearless, 65 Strategies to Journey from Self-Doubt to Self-Mastery."
Ben and I dive deep into the importance of focusing not just on our financial well-being but also on our emotional well-being. Ben shares strategies from his book for creating space for personal and professional growth, including time blocking and how it can help us prioritize the things that truly matter in our lives.
Identifying obstacles that can stand in our way is critical to our ability to move forward and cultivate a mindset of fearlessness and resilience. Ben and I also discuss the idea of "never having too much work to do" as a way to manage our workload more effectively and find a better balance between our work and personal lives.
So whether you're a high-achieving professional looking to redefine your approach to success or simply someone who wants to live a more fulfilling and purposeful life, there are actionable items to take away from this discussion.
Please enjoy my conversation with Dr. Benjamin Ritter.
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.
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And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
Are you frustrated with your current job but aren't taking the first step you know you need to make to implement a positive change?
Carrie Schochet, executive recruiter and founder of Purple Squirrel Advisors, rejoins us as we navigate career challenges and changes. We dive deep into the importance of networking and making meaningful connections, even in unexpected places. A concept we explore is "net giving" as opposed to simply "networking," drawing inspiration from the book "The Go-Giver" by Bob Burg.
We also tackle the fear and uncertainty many individuals face when considering a career change, particularly when receiving counteroffers from their current employers. Carrie shares her personal experience with this situation and emphasizes the significance of understanding one's purpose and level of commitment to one's job.
There are multiple challenges to managing career dissatisfaction within dual-income families. We cover the crucial role of communication and support when seeking job changes or transitioning careers. Carrie offers valuable advice on utilizing LinkedIn discreetly to signal interest to recruiters without alerting current employers.
Please enjoy my conversation Carrie Schochet.
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, Instagram, and Facebook.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
Ep.153 – Two Pieces of Data Tells the World About You
What if I told you that only two pieces of data would tell me everything I needed to know about you? Could you guess what they would be?
These two data points show where your money goes and how you prioritize your time. I'll explore how understanding these elements can help align your spending and scheduling with your core values and life goals.
Whether it's uncovering your financial patterns or evaluating how you allocate your time, small tweaks can lead to significant improvements in finding harmony between your financial and emotional life.
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, Instagram, and Facebook.
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 Gap and the Gain - Navigating Purpose
The Longest Relationship You Will Ever Have
Reducing Friction to Change Behaviors
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Whether you're a parent looking for guidance on supporting your child through the college planning process or a high school student trying to figure out your own path, this episode is packed with relatable insights and practical advice from a student's perspective.
19-year-old Megan Brissette shares her journey from developing her college list to transitioning socially and academically into her freshman year at Michigan State University. You'll get a front-row seat to the challenges, surprises, and triumphs that come with this major life milestone.
Megan and I dive deep into the importance of open communication between parents and kids regarding college planning, especially finances. We discuss strategies for affording college, the value of setting clear expectations, and the pride that comes with contributing to your education. Megan also opens up about the social challenges of leaving high school friendships behind and the importance of stepping outside your comfort zone in college.
Get ready to take some notes as we share our wisdom on making the leap from high school to higher education.
Please enjoy my conversation with Megan Brissette.
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, Instagram, and Facebook.
And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.
Follow the Show And Never Miss an Episode
Follow the show on Apple Podcast |Podurama | Amazon Music | Spotify
The podcast currently has 178 episodes available.