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.157 – Multiple Retirement Options to Choose
Explore the concept of a "hybrid retirement" where you can continue leveraging your skills for fulfillment and financial benefits. Learn how early planning and ongoing conversations can help you redefine retirement to fit your unique needs.
Ep.156 – Dr. Benjamin Ritter – Becoming Fearless: Finding Harmony and Purpose in Personal and Professional Life
Explore how the circumstances of your birth influence your financial and life decisions. Discover ways to reflect on and adjust your financial habits with insights from personal experiences and expert advice.
Ep. 155 – Carrie Schochet - Leveraging LinkedIn and Networks for Discreet Job Opportunities
Feeling stuck in your job but unsure how to take the first step toward change? Join us as Carrie Schochet, executive recruiter and founder of Purple Squirrel Advisors, shares insights on navigating career transitions, building meaningful connections through 'net giving,' and overcoming the fear of change. Discover strategies for managing career dissatisfaction, especially in dual-income families, and learn how to discreetly use LinkedIn to attract new opportunities without tipping off your current employer.
Ep. 154 – Two Pieces of Data Tells the World About You
Are your spending and calendar aligning with your true values? In this episode of the Emotional Balance Sheet podcast, learn how to use your financial and time data to reflect your personal goals. Discover how small adjustments can make a big impact on your life. Tune in for practical advice!
Ep. 153 – Megan Brissette – The College Planning Journey: A Student's Perspective on Academics, Finances and Social Transition
Whether you're a parent looking for guidance on supporting your child through the college planning process or a high school student trying to figure out your own path, this episode is packed with relatable insights and practical advice from a student's perspective.
Ep. 152 – When Does a Cost Stop Being an Expense and Start Being an Investment
When does a cost stop being an expense and start being an investment?
The answer to this question is part of a broader search for helping people identify and develop their purpose and supporting objectives, not solely from a financial perspective but more from a personal and lifestyle perspective.
Ep. 151 – Productivity and Parenting: Raising Intrinsically Motivated Children
Discover how to redefine productivity for children in this episode. Explore strategies for engaging kids in meaningful activities, balancing schedules, and fostering intrinsic motivation. Listen now for insights and practical parenting tips.
Ep. 150 – Reflecting on 150 Episodes: Celebrating Awareness and Life Transitions
Join Paul as he reflects on the first 150 episodes of The Emotional Balance Sheet Podcast, highlighting some of the listener favorite episodes.
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. 148 – Dreams and Dollars: Navigating a Vacation/Rental Home Purchase
Thinking About Buying a Vacation Home? Here’s What You Need to Know: Key considerations include understanding the primary purpose of the property—whether it’s for investment or future retirement—assessing costs such as property management fees, taxes, and maintenance, and the impact on other travel plans. Listen to the full episode for a comprehensive guide to navigating the complexities of purchasing a second home.
Ep. 147 – Data Breaches: What You Can Do to Help Protect Yourself
Protect your personal data with actionable cybersecurity tips. Learn about credit monitoring, password management, and freezing your credit to guard against data breaches and identity theft.
Ep.146 – The U.S. Government is not Going Bankrupt
Unlock insights into the economy, debt, and productivity. Explore the dynamics shaping economic policies and learn how to navigate financial landscapes for sustainable growth.
Ep.145 – Dr. Shaan Patel - Decoding Test-Optional College Admissions
Unlock insights from Dr. Shaan Patel, CEO of Prep Expert, as he navigates the relevance of standardized testing in college admissions and entrepreneurship. Explore the impact of test-optional policies, the efficacy of test preparation methods, and Dr. Patel's journey from medicine to business success.
Ep.144– Unsolicited Advice for Everyone About to Graduate
Explore unconventional career wisdom in this episode as we challenge the notion of 'follow your passion' - which includes insights from Morgan Housel's advice for graduates. Discover practical tips for navigating job interviews, managing student loans, and embracing career changes. Gain valuable perspectives on balancing personal fulfillment with market demands.
Ep.143 – Christina Gossayn – Embracing Identity and Prioritizing Yourself in Parenthood
Unlock the secrets of personal growth and identity evolution with insights from a thought-provoking conversation between Paul Fenner and Christina Gossayn. Dive deep into the reflexive journey of self-discovery, navigating life's hurdles, and prioritizing personal well-being. Explore the fluidity of identity, the impact of life experiences, and the importance of fostering empathy in this enlightening dialogue.
Ep.142 – A Lifetime of Teachable Moments
Explore the profound impact of mentorship and the importance of cherishing relationships in this heartfelt podcast tribute. Join host Paul Fenner as he reflects on the life lessons imparted by his mentor, Darrell Hoff, and shares insights on prioritizing meaningful connections amidst life's busyness. Discover actionable ways to nurture relationships and honor the legacies of those who shape our lives. Tune in for a touching exploration of mentorship, regret, and the timeless value of human connection.
Ep.141 – Holly Markiecki-Bennetts – Study Skills, Self-Advocacy, and Finding the “Right-Fit” College
Discover key insights from the Emotional Balance Sheet Podcast Ep.141 with Holly Markiecki-Bennetts, focusing on study skills, self-advocacy, and finding the "right-fit" college. Explore topics such as managing the emotional roller coaster of the college application process, developing effective study habits, and empowering students to navigate high school and beyond.
Ep.140 – Rising Dividends
Learn key retirement planning insights from this episode. Discover how to ensure your income keeps pace with inflation over a 30-year retirement period. Explore the impact of dividends, equity investments, and investment behavior on long-term financial success. Gain actionable strategies to optimize your retirement plan for lasting financial security.