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. 197 – Paul Fenner – Focusing on What Never Changes
Explore the timeless principles of personal finance and emotional well-being in this episode of the Emotional Balance Sheet podcast. Host Paul Fenner shares key takeaways from Morgan Housel’s wisdom, diving into topics like human nature, the power of compounding, managing expectations, handling unexpected risks, and embracing duality in life and investing. Discover practical insights on building lasting wealth, finding happiness, and focusing on what truly never changes—both in your financial journey and personal growth. Perfect for anyone seeking steady guidance in a changing world.
Ep. 196- Paul Fenner - How Parenting Challenges Shape Real-World Financial Advice
Discover how real-life parenting challenges shape practical financial advice. Host Paul Fenner shares personal stories about fatherhood, empathy, and building deeper connections with families to help them achieve their financial goals. Learn why understanding emotions and setting realistic expectations are essential for effective financial planning, from saving for college to retirement.
Ep. 194 - Paul Fenner - Tariffs, Taxes & Tumult: What Investors Need to Know This Summer
What investors need to know about new tax legislation—the so-called "big beautiful bill"—and ongoing tariff debates. Discover how these policy changes could impact your portfolio, why media hype often outweighs real risk, and practical tips for aligning your investments with your long-term goals. Stay informed and confident through the tumult of tariffs and taxes—listen in now for calm, actionable insights!