As a parent, how often do you let the stress and pressure of life bury the vision you once had inside of you?  How can you pull the purpose back up to the forefront of your life?

Kassy Scarcia is a certified life coach who is on a mission to help women reclaim their confidence, take charge of their personal and professional success, and move forward without holding themselves back!  As Kassy put it, she helps women learn how to listen to their internal GPS again.

Kassy has built a Sustainable Success System focused on the following three components:

1. Vision Blueprint
2. Confident Mindset
3. Compounding Action

According to Kassy, your vision should be in front of you in some capacity every day; be it visual, written, or auditory.  You should see your current reality becoming your vision.

Similar to how your financial plan will change as your life changes, your vision can and should evolve as well.  But, Kassy points out, "do not fear the fear of forever."

Please enjoy my conversation with Kassy Scarcia.

For show notes and resources discussed in this episode, visit tammacapital.com/99.

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Parents, do you ever feel like passing ships in the night while trying to raise active kids with your spouse/partner?  How can we stay better connected during this stage of life, so we don't lose each other once our kids are grown?

Dr. Jennifer Dragonette is a licensed psychologist with expertise in relationship dynamics and trauma and is trained in Gottman Method Couples Therapy, specializing in working with families.

According to Jennifer's work, awareness sits at the forefront of change, especially regarding listening.  The key to being an active listener is being aware of the thoughts going on within your mind but having the ability to hear and, more importantly, validate what your significant other is telling you.

Jennifer talks in depth about family systems, what they are, tips for building them, and how they can help us to avoid avoidable suffering.  However, similar to how we change and our kids grow, family systems need to be adaptable and change with the shifting stages of life.

Please enjoy my conversation with Jennifer Dragonette.

For show notes and resources discussed in this episode, visit tammacapital.com/98.

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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/.

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How do you raise financially fit kids? 

Joline Godfrey has spent a lifetime helping families to do just this.  Trained as a social worker, Joline has spent most of her career being involved with kids; much of it focused on resilience.  Joline has focused on this issue in a way that few people have been able.

Joline believes that financial fluency is a family activity, not just something to help kids with.  When the values, practices, and conversations are woven into the family culture, this work can be easy and fun, preparing our kids for the future.

To build and understand financial fluency, you should think about it in terms of it being developmental.  Building blocks that include financial, intellectual, social, and human capital (FISH). 

Even for kids growing up with significant abundance, there is all too little awareness of 'what things cost' and their obligations when it comes to spending, saving, borrowing, and investing. 

Joline points out that we should expand the notion of what it means to be wealthy.  With raising financially fit kids, we as parents have the capacity to build strength in our kids into adulthood.

Please enjoy my conversation with Joline Godfrey.

For show notes and resources discussed in this episode, visit https://tammacapital.com/ep-59-joline-godfrey-raising-financially-fit-kids/.

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Are you trying to find time to do more things that matter to you?  Are you trying to squeeze more enjoyment out of your life?

Laura Vanderkam, a time management expert, walks us through her latest book, Tranquility by Tuesday, in which she identifies 9 ways to calm the chaos and make time for what matters.  A topic that we address by asking, how can you ensure you have time to work on your long-term goals?

A returning guest to our podcast, Laura previously did extensive research on the transition from working in an office environment to working from home.  A focal point of this transition involved setting boundaries, a foundational element in her new research in making time to do what matters most to you.

Don't set yourself up for failure was a critical point that Laura emphasized.  By ensuring objectives/goals are reasonable, we can limit the amount of resistance that could be waiting to deter us from success.

Laura helps people determine if something is important by identifying if an event occurs three or more times in one week.  She also asks, if you were on vacation, would you still want to ensure this habit endures?

One of my favorite rules Laura lays out is one big adventure, one little adventure.  It is a reminder that even little things in life, such as a date with your significant other or playing catch with your kids, can be an adventure that makes life more memorable.

Please enjoy my conversation with Laura Vanderkam.

For show notes and resources discussed in this episode, visit tammacapital.com/90.

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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/.

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What can an entrepreneur teach a non-entrepreneur?  What value could a relationship like that even bring?  With an open mind, it may help you build for tomorrow.

Jason Feifer is the editor-in-chief of Entrepreneur Magazine.  But that is not who he is or what defines what he does.  Instead, Jason Feifer is a person who tells stories in his own voice.

As a successful editor, author, speaker, and podcast host (there isn't much he doesn't do), Jason doesn't work simply with entrepreneurs; he works with all of us through his valuable skill of telling stories that help us build for tomorrow.  But what exactly does that mean? 

It centers around not panicking when you see change coming or when it has already arrived.  The ability to learn to apply filters reduces the constant and consistent noise that surrounds us.  And the capability to help liberate ourselves from nostalgia and build a new narrative for our lives.

Jason lays out three important questions we should ask ourselves if we are to liberate ourselves from nostalgia and build a new narrative of our lives.  Additionally, he provides great frameworks for utilizing Richard Ryan's self-determination theory and Bethenny Frankel's theory of buckets.

But one of my favorite topics we covered was at the end when we talked about how LeBron James has an intense focus on "making the main thing, the main thing."

Please enjoy my conversation with Jason Feifer.

For show notes and resources discussed in this episode, visit tammacapital.com/97.

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Are we in a recession, headed for a recession, and does it really matter given that in 2022 we experience one of the worst-performing stock and bond markets ever?

How will a continued robust job market, slowing inflation, and higher interest rates impact corporate earnings this year?  These are all topics that will have some impact on your portfolio performance this year and potentially into 2024.

Jordan Jackson is a global market strategist at JP Morgan.  Jordan has authored several papers on the economy and markets and is responsible for conducting research for JP Morgan's Guide to the Markets, which I utilize in managing investment portfolios.

Although the US as a whole may not be in a technical recession, if you look at industry by industry, there are certainly specific sectors that are in a downturn, such as technology, residential and commercial real estate, to name two.  

Jordan and I dive headfirst into what the economic and corporate earnings data may mean to investor portfolios.

We also go deep into how much sleep Jordan is getting as a new father, and he shares the best thing about being a new dad. 

Please enjoy my conversation with Jordan Jackson.

For show notes and resources discussed in this episode, visit tammacapital.com/96.

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What happens when the person you most want to influence is you?  Setting and achieving goals for yourself at work, home, and in relationships—is harder than it seems.  So how do you know where to start?

Ayelet Fishbach, professor of behavioral science at the University of Chicago Booth School of Business, has focused much of her career on determining what motivates people.  From, how do you carry on in the face of roadblocks and distractions to how do you decide which tasks and ambitions to prioritize when facing multiple responsibilities.

Through her research, Ayelet discovered that there is a certain structure for getting things done.  Understanding why your goals are important is a critical first step.  However, there is a balancing point where your goal must be fun or intrinsically motivating.  Ayelet uses an example of putting together a financial plan.  Unfortunately, most people do not believe this to be a fun exercise, which is likely why families put off dealing with their financial situations until they are forced to.

Motivation is likely high when you set a goal and high when you can see the finish line.  Ayelet points out that goals often die in the "middle problem," especially long-term goals.  For example, take retirement planning.  A goal of this type needs to be broken into sub-goals and into the smallest unit that makes sense.  Rather than measuring retirement progress in days or weeks, think of it in terms of years or even decades.

An often-overlooked aspect of achieving your goals is ensuring you have the right support people around you to help.  Of course, letting people know what your goals are is a great first step.  However, as Ayelet discusses, people who understand your goals can encourage you to keep going when you are down, which can be a highly motivating factor in achieving success.

Please enjoy my conversation with Ayelet Fishbach.

For show notes and resources discussed in this episode, visit tammacapital.com/95.

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How does knowing your ideals and purpose how help you to figure out what you want out of life?  How does someone begin to identify what their ideals and purpose are? 

Mercedes Coffman is a licensed marriage and family therapist.  Born in Suriname, South America, Mercedes has experienced a wide range of different cultures and dynamics, which have led to a better understanding of sensitive issues among culturally diverse groups.

Having a background in working with people challenged by addictions, Mercedes has learned first-hand that when people do not have a solid understanding of their purpose, they can often turn to addictions to fill the gap.  Addictions do not necessarily have to be drugs and alcohol, but instead can be behaviors that become compulsive and often continue despite harmful consequences.

When it comes to our most important relationship with our spouse or partner, Mercedes doesn’t see money as the biggest relationship issue but a lack of communication and connectedness that often drives people apart.  You can have a spender and saver in the same relationship, and the couple manages money perfectly fine because they don’t stop communicating with each other.

Please enjoy my conversation with Mercedes Coffman.

For show notes and resources discussed in this episode, visit tammacapital.com/94.

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