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.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.