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.170 – Jill Benedict – Planning Family Vacations: Cruise or All-Inclusive Resort
Discover the ultimate family vacation tips in our latest episode of Emotional Balance Sheet! Host Paul Fenner and travel expert Jill Benedict break down the pros and cons of cruises vs. all-inclusive resorts, explore budgeting strategies, and share personal travel stories. Ideal for parents planning their next getaway, this episode offers expert advice on how to choose the best vacation for your family’s needs and budget. Tune in to learn how to make the most of your travel plans with insights into cost considerations, excursions, and booking tips.