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. 187 – Paul Fenner – Your Holding Period Matters Most
Delve into market trends, the importance of aligning assets with objectives, and why maintaining a long-term view can significantly increase your chances of positive returns. With visual aids and insightful data, gain a clearer understanding of market fluctuations and how to navigate them with confidence. Listen in to learn why having a financial plan is your anchor amidst market volatility.
Ep. 185 – Paul Fenner – What To Do When Your Hair Is On Fire
In this episode of the "Emotional Balance Sheet" podcast, host Paul Fenner discusses strategies for managing life's most stressful seasons. Tune in to hear insights on how offering genuine support can make a difference and why sometimes, actions speak louder than words. Learn how you can offer meaningful support when it matters most.