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.168 – Ayelet Fischbach – The Science of Motivation and Strategies to Help You Achieve Your Purpose
Discover the secrets to motivation and goal achievement in this episode of the Emotional Balance Sheet podcast. Host Paul Fenner welcomes back expert Ayelet Fishbach to discuss her book "Get It Done," explore the Gold Gradient Effect, Fresh Start Effect, and Temptation Bundling. Learn how to reframe discomfort, manage job transitions, set financial goals, and maintain long-term motivation. Tune in for insights into balancing life's challenges with achieving personal and financial stability.
Ep.167 – Paul Fenner – Is the Election Over Yet?
Discover key portfolio management insights in our latest episode of Emotional Balance Sheet with Paul Fenner. Learn why doing nothing can sometimes be the best strategy amidst election uncertainties and market fluctuations. Tune in for expert advice on balancing economic views and company-specific research. Recorded on October 30th, released November 7th.