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.
Follow us on LinkedIn
If you enjoy this financial planning podcast, please leave a review on iTunes to help others discover it.
Ep.179 – Spencer Howard – How to Master Credit Card Reward Programs
Unravel cost-effective family travel strategies, top credit card recommendations, and actionable tips for maximizing travel points and rewards. Learn the best cards for groceries, travel expenses, and find out how to strategically manage travel costs for families. Discover insights into points, miles, and the true value of credit card benefits.
Ep.178 – Dr. Jennifer Dragonette – Understanding Make Sureing: The Fine Line Between Support and Control
Dr. Jen shares insightful stories and practical advice on avoiding over-control in relationships and fostering a sense of competence in loved ones.
Ep.175 – Dr. Jennifer Dragonette – Navigating Anxiety: Strategies for Managing Stress in a New Year
Learn how to manage anxiety during the holidays and beyond. Discover practical tips, mindset shifts, and personal stories to help you navigate seasonal stress and start the new year with confidence.