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.145 – Dr. Shaan Patel - Decoding Test-Optional College Admissions
Unlock insights from Dr. Shaan Patel, CEO of Prep Expert, as he navigates the relevance of standardized testing in college admissions and entrepreneurship. Explore the impact of test-optional policies, the efficacy of test preparation methods, and Dr. Patel's journey from medicine to business success.
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.141 – Holly Markiecki-Bennetts – Study Skills, Self-Advocacy, and Finding the “Right-Fit” College
Discover key insights from the Emotional Balance Sheet Podcast Ep.141 with Holly Markiecki-Bennetts, focusing on study skills, self-advocacy, and finding the "right-fit" college. Explore topics such as managing the emotional roller coaster of the college application process, developing effective study habits, and empowering students to navigate high school and beyond.
Ep.131 – Heidi King – College Planning: The Impact of FAFSA Changes on Families
Dive into the complexities of college financial planning and the FAFSA process with Heidi King on Emotional Balance Sheet. Gain valuable insights and practical strategies to maximize financial aid opportunities and navigate the college selection journey effectively.
Ep. 130 - Questions to Ask During Your College Search
Navigate the college planning season with confidence! Join host Paul Fenner as he shares expert advice and essential questions to ask during your college search journey. From admissions requirements to financial aid options, gain insights to find your perfect fit.
Ep. 129 - Heidi King - The High Stakes of College Planning for Parents
Explore the emotional and financial dimensions of college planning with Heidi King on Emotional Balance Sheet. Uncover expert insights, practical tips, and hidden costs, ensuring a well-informed and fulfilling journey for your child's higher education.