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. 181 – Dr. Teryn Clarke – Balancing Meals on the Go Healthy Choices for Busy Families
Learn about the nutritional needs of both adults and active kids, the impact of protein on neurotransmitter production, and practical tips for making healthier food choices even on the go. Don't miss these valuable insights into nourishing your brain and body.
Ep.177 – Dr. Teryn Clarke – Interrupting Stress with Microdoses of Relaxation
Discover practical strategies to manage and interrupt stress effectively in our latest episode of the Emotional Balance Sheet podcast, "Interrupting Stress with Microdoses of Relaxation." Host Paul Fenner welcomes Dr. Teryn, who shares insights on how to use simple breathing techniques to reduce cortisol levels and promote relaxation. Learn how these microdoses of relaxation can improve your overall wellbeing, brain health, and help manage everyday stressors. Listen now to find out how you can incorporate these powerful techniques into your daily life to enhance emotional balance.
Ep.174 – Dr. Teryn Clarke – The Brain’s Role in Goal Achievement and Parenting
Explore the evolving dynamics of parenting, the art of setting realistic financial and lifestyle goals, and the neurological underpinnings of goal achievement. This insightful episode delves into the journey from directive to collaborative approaches in both parenting and professional guidance, offering listeners practical advice on cultivating SMART goals and building lasting habits. Perfect for parents, financial planners, and health professionals seeking a balanced approach to life's transitions and goal-setting.
Ep.143 – Christina Gossayn – Embracing Identity and Prioritizing Yourself in Parenthood
Unlock the secrets of personal growth and identity evolution with insights from a thought-provoking conversation between Paul Fenner and Christina Gossayn. Dive deep into the reflexive journey of self-discovery, navigating life's hurdles, and prioritizing personal well-being. Explore the fluidity of identity, the impact of life experiences, and the importance of fostering empathy in this enlightening dialogue.
Ep.134 - The Gap and the Gain - Navigating Purpose
Discover the power of measuring progress by looking back in "The Gap and the Gain" episode of the Emotional Balance Sheet Podcast. Gain insights on finding fulfillment, avoiding comparison, and defining "enough" in your journey towards your goals. Listen now for transformative perspectives on purpose and progress.
Ep.133 - Dr. Christina Gravert – Reducing Friction to Change Behaviors
Unlock the secrets to lasting behavioral change with behavioral scientist Christina Gravert in our latest blog post. Explore practical strategies for aligning your actions with your goals, reducing life's friction, and transforming your emotional well-being.
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.