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. 154 – Two Pieces of Data Tells the World About You
Are your spending and calendar aligning with your true values? In this episode of the Emotional Balance Sheet podcast, learn how to use your financial and time data to reflect your personal goals. Discover how small adjustments can make a big impact on your life. Tune in for practical advice!
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.