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.

RSS Feed subscription button with orange icon and black text

Paul Fenner 2/29/24 Paul Fenner 2/29/24

Ep.133 - Dr. Christina Gravert – Reducing Friction to Change Behaviors

Unlock the secrets to lasting behavioral change with behavioral scientist Christina Gravert in our latest blog post. Explore practical strategies for aligning your actions with your goals, reducing life's friction, and transforming your emotional well-being.

Paul Fenner 2/22/24 Paul Fenner 2/22/24

Ep.132 - Navigating Tax Season: The Importance of Tax Planning vs. Tax Preparation

Discover the difference between tax preparation and tax planning, and how each contributes to your financial strategy. Explore key insights and strategies from this podcast episode to optimize your tax situation and achieve long-term savings.

Paul Fenner 2/15/24 Paul Fenner 2/15/24

Ep.131 – Heidi King – College Planning: The Impact of FAFSA Changes on Families

Dive into the complexities of college financial planning and the FAFSA process with Heidi King on Emotional Balance Sheet. Gain valuable insights and practical strategies to maximize financial aid opportunities and navigate the college selection journey effectively.

Paul Fenner 2/8/24 Paul Fenner 2/8/24

Ep. 130 - Questions to Ask During Your College Search

Navigate the college planning season with confidence! Join host Paul Fenner as he shares expert advice and essential questions to ask during your college search journey. From admissions requirements to financial aid options, gain insights to find your perfect fit.

Paul Fenner 2/1/24 Paul Fenner 2/1/24

Ep. 129 - Heidi King - The High Stakes of College Planning for Parents

Explore the emotional and financial dimensions of college planning with Heidi King on Emotional Balance Sheet. Uncover expert insights, practical tips, and hidden costs, ensuring a well-informed and fulfilling journey for your child's higher education.

Paul Fenner 1/30/24 Paul Fenner 1/30/24

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.

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

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.

Paul Fenner 1/11/24 Paul Fenner 1/11/24

Ep. 126 - Unraveling the Illusion of Market Predictions

In this episode, I dive into the topic of predictions and why it's crucial to steer clear of them, especially when it comes to the stock market and the economy. Join me as I share insights on the impact of predictions and why having a flexible approach is key to successful portfolio management.

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.