Ep. 200 A Tale of Two Balance Sheets

Most people think they only have one balance sheet — the financial one. In this episode, Patti Brennan and Chief Planning Officer Eric Fuhrman explain why that's only half the story. Together, they explore the concept of "The Tale of Two Balance Sheets": the traditional financial balance sheet (assets and liabilities) and the personal balance sheet that reflects the real drivers of your financial life — your health, relationships, purpose, and time. The result is a powerful framework for thinking about wealth not just as numbers on a page, but as a tool for building a meaningful life. Whether you're planning for retirement, navigating a major life transition, or simply trying to make smarter financial decisions, this conversation will help you see your financial picture more clearly.