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.172 – Dr. Jennifer Dragonette – Learning How to Use Time as a Resource
Discover practical strategies for time management and self-care in our latest episode of "Emotional Balance Sheet" with Dr. Jennifer Dragonette and host Paul Fenner. Learn how to track your time effectively, set boundaries, and prioritize personal values to reduce anxiety and enhance your quality of life. Tune in for insights on managing overcommitment, practicing mindfulness, and balancing life's demands. Listen now and take control of your time!
Ep. 127 - Cassie Holmes - How to Find Your Happier Hour
Learn to balance a busy life, identify peak productivity times, and embrace intentional time blocking. Discover strategies to savor ordinary moments and invest in quality relationships for a richer, more satisfying life. Dive into the podcast now for practical tips and profound wisdom from Cassie Holmes.