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.138 - Emotional Decision Making
Uncover the hidden power of emotional awareness in shaping our decisions in this brief but captivating podcast episode. Join host Paul Fenner as he shares a personal story about a conversation with his daughter, revealing how understanding our emotions can revolutionize parenting and financial management alike.
Ep.137 - Dr. Joy Lere – Finding Harmony Between Emotions and Finance in Relationships
Delve into the intricate dance between psychology and finance in relationships with guest Dr. Joy Lere on the Emotional Balance Sheet podcast. Explore the transformative power of self-awareness, collaborative storytelling, and overcoming financial stigmas. Gain insights into navigating financial conversations, parenting pressures, and teaching children about values and money. Discover how to rewrite your financial narrative and strengthen your relationship. Tune in for expert advice on fostering financial wellness and emotional resilience, and discover practical strategies to harmonize your finances and love life.