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.136 - How to Lose Time and Money
Discover the dangers of fake work and the importance of prioritizing meaningful experiences over busyness in this insightful podcast recap. Learn how to shift your mindset to make the most of your time and relationships.
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.
Ep. 128 - The Days Are Long, But the Years Are Short
Explore profound insights on life, parenthood, and the passage of time. Paul shares heartfelt reflections on reaching milestones, balancing family and work, and cherishing precious moments. Dive into this thought-provoking journey, discover practical tips for mindfulness, and learn to navigate the intricate balance between the long days and short years.