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. 148 – Dreams and Dollars: Navigating a Vacation/Rental Home Purchase
Thinking About Buying a Vacation Home? Here’s What You Need to Know: Key considerations include understanding the primary purpose of the property—whether it’s for investment or future retirement—assessing costs such as property management fees, taxes, and maintenance, and the impact on other travel plans. Listen to the full episode for a comprehensive guide to navigating the complexities of purchasing a second home.
Ep.140 – Rising Dividends
Learn key retirement planning insights from this episode. Discover how to ensure your income keeps pace with inflation over a 30-year retirement period. Explore the impact of dividends, equity investments, and investment behavior on long-term financial success. Gain actionable strategies to optimize your retirement plan for lasting financial security.
Ep.139 – Neil Dutta – How Mainstream Media Mis-shapes Your View About the Economy
Explore topics ranging from investment advisor competition to media's influence on economic perceptions. Gain insights into pragmatic investment strategies and career advice from a seasoned economist. Delve into discussions on labor market strength, inflation trends, and the art of making incremental correct decisions in investing. A must-listen for those interested in economics, investment, and personal insights.
Ep. 126 - Unraveling the Illusion of Market Predictions
In this episode, I dive into the topic of predictions and why it's crucial to steer clear of them, especially when it comes to the stock market and the economy. Join me as I share insights on the impact of predictions and why having a flexible approach is key to successful portfolio management.