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.

If you enjoy this financial planning podcast, please leave a review on iTunes to help others discover it.

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Paul Fenner 1/4/24 Paul Fenner 1/4/24

Ep. 125 - Allison Schrager – From Brothels to Bonds: Unlocking the Mysteries of Risk

Explore the surprising parallels between negotiation in the legal brothel industry and sound financial decision-making. Discover why challenging the conventional wisdom of 'no risk, no reward' is crucial for navigating life's uncertainties. Join us as we redefine financial planning, debunk myths about risk, and provide practical strategies for a balanced emotional and financial ledger.

12/14/23 12/14/23

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.