Welcome to the Emotional Balance Sheet, the financial planning podcast for working parents who are building careers and raising kids at the same time.
If you and your spouse are both senior-level professionals, raising kids in school or college, and are tired of stitching together four different specialists to run your financial life, this show is built for you.
Each conversation tackles the planning conversations real families are having: education costs, retirement timing, equity compensation, career transitions, estate coordination, and the emotional weight that lies beneath it all.
Hosted by Paul Fenner, Certified Financial Planner®, Enrolled Agent, and founder of TAMMA Capital. Paul is also a parent to four kids, including a set of triplets, so he knows the pace firsthand.
TAMMA Capital is a private family office that brings financial planning, tax, and investments under one umbrella.
Email us at pfenner@tammacapital.com with any feedback, recommendations, or questions.
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Ep. 195 – Dr. Jennifer Dragonette – Spending vs Saving: Tools for Couples to Align Money Values and Find Harmony
Explore common financial conflicts, how childhood experiences shape money attitudes, and proven ways to find alignment on values and financial goals. Discover actionable tips for holding calm money conversations, setting financial “date nights,” and breaking free from the saver vs. spender cycle. Perfect for couples looking to strengthen their financial partnership while maintaining emotional connection.
Ep. 193 – Rob Moore – Everything You Wanted to Know About Investing in Farmland but Were Afraid to Ask
Discover why farmland is a unique, low-risk, and inflation-hedged asset class ideal for portfolio diversification. Learn how platforms like AcreTrader make it easy to invest in productive U.S. farmland, what to consider before investing, and the differences between owning farmland, real estate, and traditional stocks or bonds. Listen now for expert insights, tips, and firsthand experiences in agricultural investing.
Ep. 189 – Dr. Jennifer Dragonette – Building Bridges in Relationships: The Impact of ‘Yes And’ on Understanding
In this compelling episode of Emotional Balance Sheet, we explore how simple, intentional communication techniques can deepen emotional connection and reduce conflict in personal relationships. From the powerful ‘dear man’ strategy to the subtle impact of replacing "but" with "and," this episode offers relatable examples and listener stories that highlight practical ways to strengthen how we relate to those we care about most.
Ep.183 – Matt Zeigler – Transforming Consumer Mode to Creator Mode
Join host Paul Fenner in this engaging episode of the Emotional Balance Sheet, where he sits down with guest Matt Zeigler to explore the intersection of financial planning and emotional well-being. Discover how cultivating a personal archive can empower you to navigate life's transitions with confidence. Gain insights into turning down the noise of politics and market fluctuations, and learn how having a clear purpose can serve as your financial North Star. This episode also delves into the dynamics of effective financial advising, with stories and analogies that make complex concepts relatable. Tune in for a conversation filled with practical wisdom, human stories, and a touch of humor.