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.139 – Neil Dutta – How Mainstream Media Mis-shapes Your View About the Economy
Explore topics ranging from investment advisor competition to media's influence on economic perceptions. Gain insights into pragmatic investment strategies and career advice from a seasoned economist. Delve into discussions on labor market strength, inflation trends, and the art of making incremental correct decisions in investing. A must-listen for those interested in economics, investment, and personal insights.
Ep.138 - Emotional Decision Making
Uncover the hidden power of emotional awareness in shaping our decisions in this brief but captivating podcast episode. Join host Paul Fenner as he shares a personal story about a conversation with his daughter, revealing how understanding our emotions can revolutionize parenting and financial management alike.
Ep.137 - Dr. Joy Lere – Finding Harmony Between Emotions and Finance in Relationships
Delve into the intricate dance between psychology and finance in relationships with guest Dr. Joy Lere on the Emotional Balance Sheet podcast. Explore the transformative power of self-awareness, collaborative storytelling, and overcoming financial stigmas. Gain insights into navigating financial conversations, parenting pressures, and teaching children about values and money. Discover how to rewrite your financial narrative and strengthen your relationship. Tune in for expert advice on fostering financial wellness and emotional resilience, and discover practical strategies to harmonize your finances and love life.
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.135 – Carrie Schochet - Navigating the Emotional Landscape of Career Changes
In the ever-evolving landscape of the job market, understanding the role of AI tools and adapting to changing workplace dynamics are essential for career success. By embracing technological advancements while maintaining authentic human connections, job seekers can navigate career transitions with confidence and resilience. Carrie Schochet's insights shed light on the intersection of emotional intelligence and technological innovation, providing valuable guidance for those embarking on their professional journeys.
Ep.134 - The Gap and the Gain - Navigating Purpose
Discover the power of measuring progress by looking back in "The Gap and the Gain" episode of the Emotional Balance Sheet Podcast. Gain insights on finding fulfillment, avoiding comparison, and defining "enough" in your journey towards your goals. Listen now for transformative perspectives on purpose and progress.
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.
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.
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.
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.
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.
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. 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.
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.
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.
Ep. 123 - Bruce Feiler – Life is in the Transitions: Mastering Change at Any Age
Understand how life transitions can help us grow and uniquely shape our lives by identifying our purpose and aligning our actions with our values.
Ep. 121 – Debbie Gail – Living in Peace, Not Fear: A Mother's Journey of Healing and Helping Others
Debbie Gail shares her story of navigating parenting and mental health challenges, transforming pain into purpose and finding peace.