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. 149 – Striving For Efficient Lives
Discover the benefits of embracing inefficiency to enhance creativity and maintain balance in your daily routine. Learn practical strategies for scheduling unstructured time and finding personal spaces that encourage creativity and prevent burnout.
Ep.136 - How to Lose Time and Money
Discover the dangers of fake work and the importance of prioritizing meaningful experiences over busyness in this insightful podcast recap. Learn how to shift your mindset to make the most of your time and relationships.
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.
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.
Ep. 124 - Unplugging to Recharge: The Magic Number for Vacation Days
Delve into the world of work-life balance as we explore the ideal duration for a vacation—revealing a surprising magic number of eight days. Discover the psychological and financial implications of optimal rest, and find inspiration to plan vacations that leave you refreshed, recharged, and ready to conquer the world. Tune in for expert insights, personal anecdotes, and a fresh perspective on the transformative power of the perfect getaway.
