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.183 – Matt Zeigler – Transforming Consumer Mode to Creator Mode
Join host Paul Fenner in this engaging episode of the Emotional Balance Sheet, where he sits down with guest Matt Zeigler to explore the intersection of financial planning and emotional well-being. Discover how cultivating a personal archive can empower you to navigate life's transitions with confidence. Gain insights into turning down the noise of politics and market fluctuations, and learn how having a clear purpose can serve as your financial North Star. This episode also delves into the dynamics of effective financial advising, with stories and analogies that make complex concepts relatable. Tune in for a conversation filled with practical wisdom, human stories, and a touch of humor.
Ep.144– Unsolicited Advice for Everyone About to Graduate
Explore unconventional career wisdom in this episode as we challenge the notion of 'follow your passion' - which includes insights from Morgan Housel's advice for graduates. Discover practical tips for navigating job interviews, managing student loans, and embracing career changes. Gain valuable perspectives on balancing personal fulfillment with market demands.
Ep.142 – A Lifetime of Teachable Moments
Explore the profound impact of mentorship and the importance of cherishing relationships in this heartfelt podcast tribute. Join host Paul Fenner as he reflects on the life lessons imparted by his mentor, Darrell Hoff, and shares insights on prioritizing meaningful connections amidst life's busyness. Discover actionable ways to nurture relationships and honor the legacies of those who shape our lives. Tune in for a touching exploration of mentorship, regret, and the timeless value of human connection.
Ep.135 – Carrie Schochet - Navigating the Emotional Landscape of Career Changes
In the ever-evolving landscape of the job market, understanding the role of AI tools and adapting to changing workplace dynamics are essential for career success. By embracing technological advancements while maintaining authentic human connections, job seekers can navigate career transitions with confidence and resilience. Carrie Schochet's insights shed light on the intersection of emotional intelligence and technological innovation, providing valuable guidance for those embarking on their professional journeys.
