Navigating Work-Life Balance: A Candid Conversation on Stress in the Workplace with Tom Wadelton
07/01/24 • 35 min
“In the American workplace, 80% of workers feel stress on the job, and nearly half say they need help in learning how to manage stress. If your people are stressed and they're not talking to you about it, that's a clue that you need to change something in your organization.” – Joey Kinney
The finer details of this episode:
- Stress management in the workplace and at home
- Challenges of setting boundaries and prioritizing tasks in work-life balance
- Impact of stress on personal lives and managing competing interests
- Role of leaders in addressing recurring structural problems contributing to stress
Episode resources:
- Summit Virtual CFO by Anders website: https://www.summitcpa.net/
- Email us with questions or if you’d like to be a guest on the show: [email protected]
- We’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities
- For more on David Allen’s Getting Things Done® approach mentioned in the episode, check out the Modern CPA Success Show’s episode with Tom and David Allen: https://podcasts.apple.com/us/podcast/getting-things-done-with-david-allen/id1485035727?i=1000595997191
Timestamps:
The podcast introduction (00:00:00)
Introduction to the podcast and its purpose.
Discussing the intention of merging podcasts (00:00:33)
Exploring the idea of merging podcasts to create intentional opportunities for audiences to interact.
The impact of stress in the workplace (00:01:04)
Exploring the impact of stress on individuals in the workplace and the need for stress management.
Challenges in managing work-life balance (00:03:07)
Challenges in compartmentalizing work and home life, and the evolving understanding of work-life balance.
Statistics on workplace stress (00:04:52)
Statistics on workplace stress, including the percentage of workers feeling stress and the need for stress management.
Personal experience with stress and its impact on health (00:06:00)
Personal experience with stress-related health issues and the impact on blood pressure.
Impact of stress on decision-making and anxiety (00:09:20)
The impact of stress on decision-making, anxiety triggers, and external locus of control.
Managing conflicting priorities and setting boundaries (00:14:31)
Strategies for managing conflicting priorities, setting boundaries, and learning to say no.
Practical tips for stress management (00:16:02)
Practical tips for stress management, including exercise, meditation, and acknowledging anxiety.
Defining Boundaries (00:18:01)
Discusses setting clear limits and commitments to avoid stress and exploding on others.
Making Decisions to Reduce Stress (00:18:41)
Explores the concept of making one decision now to avoid making multiple decisions later.
Saying No and Prioritizing (00:19:38)
Discusses the importance of saying no to tasks and commitments and prioritizing responsibilities.
Recognizing Personal Limits (00:20:23)
Shares experiences of struggling with certain tasks and the importance of acknowledging personal limitations.
Getting Things Done Approach (00:22:55)
Discusses the approach by David Allen for organizational models and stress management.
Acknowledging Stress and Anxiety (00:25:21)
Emphasizes the importance of acknowledging stress and anxiety instead of denying or internalizing it.
Creating a Safe Space for Stress Discussions (00:26:13)
Encourages leaders to create an environment where employees feel safe discussing stress and challenges.
Leadership's Role in Stress Management (00:29:21)
Highlights the role of leaders in initiating conversations about stress and creating a supportive environment.
Addressing Structural Problems (00:32:54)
Emphasizes the importance of leaders addressing recurring structural problems causing stress.
Managing Stress in the Workplace (00:33:32)
Encourages individuals to manage stress rather than seeking a stress-free job, acknowledging personal responsibility.
Stress Management Tools (00:35:02)
Discussion on effective stress management tools for creating a positive work environment and improving productivity.
Closing Remarks (00:35:18)
Tom expresses gratitude for the conversation, and Joey reciprocates the sentiment.
Career Development Opportunities (00:35:22)
Promotion of remote work opportunities and open positions for young CPAs at Summit...
“In the American workplace, 80% of workers feel stress on the job, and nearly half say they need help in learning how to manage stress. If your people are stressed and they're not talking to you about it, that's a clue that you need to change something in your organization.” – Joey Kinney
The finer details of this episode:
- Stress management in the workplace and at home
- Challenges of setting boundaries and prioritizing tasks in work-life balance
- Impact of stress on personal lives and managing competing interests
- Role of leaders in addressing recurring structural problems contributing to stress
Episode resources:
- Summit Virtual CFO by Anders website: https://www.summitcpa.net/
- Email us with questions or if you’d like to be a guest on the show: [email protected]
- We’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities
- For more on David Allen’s Getting Things Done® approach mentioned in the episode, check out the Modern CPA Success Show’s episode with Tom and David Allen: https://podcasts.apple.com/us/podcast/getting-things-done-with-david-allen/id1485035727?i=1000595997191
Timestamps:
The podcast introduction (00:00:00)
Introduction to the podcast and its purpose.
Discussing the intention of merging podcasts (00:00:33)
Exploring the idea of merging podcasts to create intentional opportunities for audiences to interact.
The impact of stress in the workplace (00:01:04)
Exploring the impact of stress on individuals in the workplace and the need for stress management.
Challenges in managing work-life balance (00:03:07)
Challenges in compartmentalizing work and home life, and the evolving understanding of work-life balance.
Statistics on workplace stress (00:04:52)
Statistics on workplace stress, including the percentage of workers feeling stress and the need for stress management.
Personal experience with stress and its impact on health (00:06:00)
Personal experience with stress-related health issues and the impact on blood pressure.
Impact of stress on decision-making and anxiety (00:09:20)
The impact of stress on decision-making, anxiety triggers, and external locus of control.
Managing conflicting priorities and setting boundaries (00:14:31)
Strategies for managing conflicting priorities, setting boundaries, and learning to say no.
Practical tips for stress management (00:16:02)
Practical tips for stress management, including exercise, meditation, and acknowledging anxiety.
Defining Boundaries (00:18:01)
Discusses setting clear limits and commitments to avoid stress and exploding on others.
Making Decisions to Reduce Stress (00:18:41)
Explores the concept of making one decision now to avoid making multiple decisions later.
Saying No and Prioritizing (00:19:38)
Discusses the importance of saying no to tasks and commitments and prioritizing responsibilities.
Recognizing Personal Limits (00:20:23)
Shares experiences of struggling with certain tasks and the importance of acknowledging personal limitations.
Getting Things Done Approach (00:22:55)
Discusses the approach by David Allen for organizational models and stress management.
Acknowledging Stress and Anxiety (00:25:21)
Emphasizes the importance of acknowledging stress and anxiety instead of denying or internalizing it.
Creating a Safe Space for Stress Discussions (00:26:13)
Encourages leaders to create an environment where employees feel safe discussing stress and challenges.
Leadership's Role in Stress Management (00:29:21)
Highlights the role of leaders in initiating conversations about stress and creating a supportive environment.
Addressing Structural Problems (00:32:54)
Emphasizes the importance of leaders addressing recurring structural problems causing stress.
Managing Stress in the Workplace (00:33:32)
Encourages individuals to manage stress rather than seeking a stress-free job, acknowledging personal responsibility.
Stress Management Tools (00:35:02)
Discussion on effective stress management tools for creating a positive work environment and improving productivity.
Closing Remarks (00:35:18)
Tom expresses gratitude for the conversation, and Joey reciprocates the sentiment.
Career Development Opportunities (00:35:22)
Promotion of remote work opportunities and open positions for young CPAs at Summit...
Previous Episode
The Most Essential Tips for Personal Branding on LinkedIn with Donna Serdula
“If you sit down and really make sure that your profile resonates and is truly you, it feels good, and you smile. Ultimately, you become a person who doesn't have to look for a job. Jobs find you. You become a person whose phone rings because there are opportunities, because people know you, remember you, have worked with you, and they want to work with you again.”
—Donna Serdula
The finer details of this episode:
- Importance of personal branding on LinkedIn
- Shift in perception of the platform
- Challenges of creating and maintaining a professional presence on social media
- Controlling one's personal brand and its impact on career opportunities
- Showcasing values, actions, and descriptions to create a strong and memorable brand
- Balancing professionalism with personal authenticity on LinkedIn
- Importance of consistency and cadence in posting content on LinkedIn
Episode resources:
- Summit Virtual CFO by Anders website: https://www.summitcpa.net/
- Email us with questions or if you’d like to be a guest on the show: [email protected]
- We’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities
- https://Donnanaserdula.com/
- https://www.linkedin.com/in/toDonnana/
Timestamps:
The importance of personal branding on LinkedIn (00:01:13)
Discussion on the psychology behind personal branding and deliberate control of perception.
The shift in perception of LinkedIn (00:02:07)
The change from a passive networking platform to a more active and personal branding platform.
The challenges of maintaining a professional presence on social media (00:02:44)
Struggles with the perception of LinkedIn as a purely professional platform and the fear of being too personal.
The evolving concept of professionalism on LinkedIn (00:04:25)
Debunking the traditional image of professionalism and the need to move away from the concept of a suit and tie.
The importance of personal branding for career growth (00:08:08)
Emphasizing the significance of personal branding for career development and the need to control one's brand.
Strategies for personal branding on LinkedIn (00:09:49)
Discussion on the vision, mission, and consistent portrayal of oneself to create a strong personal brand.
The value of personal connection in professional work (00:12:49)
The significance of bringing one's whole self to work and the impact of personal connections in professional settings.
The time and effort required for effective LinkedIn utilization (00:15:49)
The need for strategic planning, time investment, and iterative work to create a strong LinkedIn profile.
Overcoming psychological barriers to posting on LinkedIn (00:18:16)
Dealing with the negative psychology and vulnerability associated with posting on LinkedIn.
The positivity of LinkedIn (00:19:08)
Discussion about the positive and professional atmosphere of LinkedIn compared to other social media platforms.
Building a professional network (00:20:08)
The importance of surrounding oneself with positive and empowering connections on LinkedIn.
Creating an authentic LinkedIn profile (00:21:06)
Encouragement to take control of one's image on LinkedIn, making the profile authentic and aligned with personal goals.
Utilizing LinkedIn for professional relationships (00:22:00)
The significance of researching and checking out profiles on LinkedIn for business interactions.
Starting and maintaining a LinkedIn profile (00:24:43)
Encouragement for individuals to start their LinkedIn journey and the emotional component of personal branding.
Success on LinkedIn and real-world relationships (00:26:23)
Emphasizing the importance of moving beyond LinkedIn to build real-world relationships for professional success.
Consistency and storytelling on LinkedIn (00:33:42)
The importance of consistency in posting and sharing on LinkedIn, drawing parallels with a story from "The Little Prince."
Balancing positivity and authenticity on LinkedIn (00:37:01)
Encouragement to not overthink posting on LinkedIn and to share authentic experiences without worrying about being too cringey.
Personal Branding on LinkedIn (00:37:50)
Donna discusses the importance of posting on LinkedIn to develop personal branding and shares tips for creating engaging content.
Encouragement and Personal Growth (00:40:43)
The hosts and Donna share pers...
Next Episode
Candid Conversations on Mentorship, Challenges, and Growth in Accounting with Karl Baker
“When it comes to mentoring, it takes a big-picture approach to understand that you're just learning and gaining that expertise. You're being mentored to climb the ladder. You're being pulled up and building that expertise, but you're also pulling people with you. During that time, it doesn't mean that you don't know anything. You're able to pay forward the expertise that you have.
For example, if you only have four years of experience in accounting, you have many years' worth of experience to learn.But you are four years ahead of a 22-year-old just getting out of college. And trust me, that 22-year-old is going to think the person with four years of experience is an amazing genius.It’s just four yearsof professional experience, but it can provide tons of value to the college entry-level grad.” – Karl Baker
The finer details of this episode:
- Challenges and compliance-oriented nature of public accounting
- Importance of understanding the industry before pursuing a career in accounting
- Significance of mentorship and seeking guidance in one's career
- Embracing challenges and learning from difficult experiences
- Delayed gratification in careers, particularly in the accounting field
- Impact of experienced professionals in guiding and supporting younger professionals
- Cultivating an "owner mentality" in staff members and the role of leadership
Episode resources:
- Summit Virtual CFO by Anders website: https://www.summitcpa.net/
- Email us with questions or if you’d like to be a guest on the show: [email protected]
- We’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunities
- Connect with Karl here: https://www.linkedin.com/in/karl-baker-b703a54/
- Check out Baker CFO Advisory, LLC here: https://www.bakercfoadvisory.com/
Timestamps:
Looking back (00:00:23)
Reflections on past decisions and the concept of "do-overs" in life and career.
Career regrets (00:01:00)
Hannah shares regrets about prioritizing her husband's career over her own and leaving a job in her 20s.
Joey's career decision (00:03:31)
Joey reflects on his career decisions and the impact of leaving a job in his mid-20s.
Advice from a flight (00:04:21)
Joey shares advice he received on a flight and reflects on his career decisions.
Karl's public accounting experience (00:11:17)
Karl Baker shares his experience in public accounting and the challenges he faced.
Shift in public accounting (00:15:17)
Discussion on the need for improvement and a shift in the public accounting industry's culture and tone at the top.
Tax planning experience (00:17:30)
Joey shares a challenging experience with tax planning that led to his decision to move away from public accounting.
Understanding the Value of Experience (00:19:13)
Discussion on the importance of gaining experience and understanding the value of different career paths in accounting.
Real-world Problem Solving in Public Accounting (00:20:28)
Experience and skills gained from dealing with real, challenging accounting issues in public accounting.
Embracing the Challenges and Learning from Them (00:23:30)
Embracing difficult situations and learning from them, leading to personal and professional growth.
Gaining Expertise and Sharing Knowledge (00:27:06)
The journey of gaining expertise and the value of sharing knowledge and expertise with others.
Delayed Gratification and Building Expertise (00:27:19)
Understanding the value of delayed gratification in building expertise and the importance of learning in the early years of a career.
Mentorship and Leadership (00:29:39)
The significance of mentorship and leadership in career development, with a focus on the impact of mentors and leaders.
Learning to Ask Questions and Humility (00:32:53)
The importance of asking questions, humility, and learning from experiences in the early stages of a career.
Developing an Ownership Mentality (00:37:00)
The importance of nurturing an ownership mentality in staff and providing a path for future growth and leadership.
Client Presentation Experience (00:39:27)
Karl's unexpected client presentation experience, leadership demonstration, and the lesson of being prepared.
Career Path Conversations (00:42:35)
Hannah's regret about not having career path conversations earlier and the importance of self-advocacy.
Leadershi...
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