Work with Paul: Schedule a 30-minute conversation
How many financial decisions have been on your list so long that you have stopped noticing them?
For many of the busy, two-career families I work with, the honest number is higher than they would like, and the reason isn't what most people expect.
Dr. Jennifer Dragonette is back on the show, and we get into why the decisions that weigh the most are usually the ones with no deadline attached. We talk about the difference between bills that clear themselves and beneficiary forms that sit untouched for a decade, why a household running two careers defaults to non-decision, and how naming that non-decision as a choice often finally loosens it.
Then we get practical. Pick the one decision you have deferred longest, and do exactly one thing to it this week. Set the automatic transfer that ends it, or book the single meeting that starts it. One bite of the elephant, on the calendar.
I also share a decision from my own life that looked questionable for a couple of years before it didn't, and what that taught me about separating the quality of a decision from an outcome I couldn't control. We close with one small question you can ask about the money decision you keep replaying, the one that finally lets you put it down.
Connect with Paul
If you're a working parent juggling a senior-level career and a growing family, and you're tired of coordinating four different advisors to run your financial life, I offer complimentary 30-minute conversations. Schedule one here.
For resources discussed in this episode, visit tammacapital.com/podcast.
Follow Paul on LinkedIn.
Resources Featured in This Episode:
Building Bridges in Relationships: The Impact of 'Yes And' on Understanding
The Decisions You Keep Not Making
Your Spouse's Retirement Plan and Yours Were Never Designed to Work Together
