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.165 – Dr. Jennifer Dragonette – How to Use Emotions as Information
Discover how to harness the power of emotions to make better financial and life decisions in this episode of Emotional Balance Sheet. Host Paul Fenner and guest Dr. Jennifer Dragonette discuss emotions as information, overcoming career setbacks, and finding agency in life's challenges. Tune in for actionable insights on boosting emotional intelligence and achieving your life's purpose.
Ep.164 – Why Politics Should Stay Out of Your Portfolio
Discover why keeping politics out of your portfolio can lead to greater financial success. Join host Paul Fenner as he explores historical stock market performance across Presidential administrations, debunking common myths about political impact on investments. Featuring data insights and expert analysis, this episode highlights the importance of emotional and physical health in wealth planning.
Ep.162 – Jill Benedict – How to Master and Save Money on Family Vacations
Learn how to optimize family vacation costs, secure the best deals on Disney trips, and navigate room configurations. Jill shares her experiences in travel planning, safety tips, and financial advice to ensure stress-free, memorable vacations. Perfect for families seeking budget-friendly adventures without compromising on fun!
Ep.161 – Unlocking Your Personal Power: Embrace Your Control
Discover the power you hold in your financial and emotional decisions. In this episode, Paul delves into how acknowledging and harnessing control can transform your life. Listen as he shares insights from his planning season and introduces expert perspectives on emotional and financial well-being.