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.
SUBSCRIBE
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.180 – Paul Fenner – Are You Surrounded by Cheerleaders or Champions?
Are you surrounded by cheerleaders or champions? In this episode, Paul Fenner explores the importance of having people in your life who challenge you to grow rather than just make you feel good. Learn how this mindset applies to personal growth, leadership, and financial planning.
Ep.176 – Paul Fenner – Cutting Through the Noise: Removing Distractions for Decision Making
Paul discusses the importance of minimizing noise in your life and financial planning. Discover why Paul avoids political distractions and social media, focusing instead on creating solid retirement and college plans. Learn how to manage your portfolio effectively by resisting the urge to react to political changes and market noise. Tune in for valuable insights on staying focused on what truly matters for your financial well-being.