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.169 – Dr. Jennifer Dragonette – Uncovering Core Values for Financial Clarity and Emotional Balance
Discover how to align your financial decisions with your core values in this insightful episode of Emotional Balance Sheet. Join host Paul Fenner and guest Dr. Jennifer Dragonette as they explore the emotional influences on financial planning, the challenges retirees face, and practical exercises for identifying and living by your true values. Perfect for listeners looking to balance their financial goals with life's deeper purposes.
Ep.168 – Ayelet Fischbach – The Science of Motivation and Strategies to Help You Achieve Your Purpose
Discover the secrets to motivation and goal achievement in this episode of the Emotional Balance Sheet podcast. Host Paul Fenner welcomes back expert Ayelet Fishbach to discuss her book "Get It Done," explore the Gold Gradient Effect, Fresh Start Effect, and Temptation Bundling. Learn how to reframe discomfort, manage job transitions, set financial goals, and maintain long-term motivation. Tune in for insights into balancing life's challenges with achieving personal and financial stability.
Ep.167 – Paul Fenner – Is the Election Over Yet?
Discover key portfolio management insights in our latest episode of Emotional Balance Sheet with Paul Fenner. Learn why doing nothing can sometimes be the best strategy amidst election uncertainties and market fluctuations. Tune in for expert advice on balancing economic views and company-specific research. Recorded on October 30th, released November 7th.
Ep.166 – Dr. Teryn Clarke – Building Healthy Habits: Overcoming Fear and Anxiety Through Tiny Changes
Unlock the secrets to overcoming fear and building lasting habits in health and financial planning with Dr. Teryn Clarke! Dive deep into the brain's role in habit formation, the power of affirmations, and the compounding effect of small, positive changes. Discover actionable strategies and insights on how to take the first step toward achieving your goals today.
Ep.165 – Dr. Jennifer Dragonette – How to Use Emotions as Information
Discover how to harness the power of emotions to make better financial and life decisions in this episode of Emotional Balance Sheet. Host Paul Fenner and guest Dr. Jennifer Dragonette discuss emotions as information, overcoming career setbacks, and finding agency in life's challenges. Tune in for actionable insights on boosting emotional intelligence and achieving your life's purpose.
Ep.164 – Why Politics Should Stay Out of Your Portfolio
Discover why keeping politics out of your portfolio can lead to greater financial success. Join host Paul Fenner as he explores historical stock market performance across Presidential administrations, debunking common myths about political impact on investments. Featuring data insights and expert analysis, this episode highlights the importance of emotional and physical health in wealth planning.
Ep.163 – Dr. Teryn Clarke – The Hidden Dangers of Seed Oils for Brain Health
Discover the hidden dangers of seed oils on brain health with Dr. Teryn Clarke. Learn how seed oils impact inflammation and cognitive function, and get actionable tips to reduce your intake. Tune in to the Emotional Balance Sheet podcast with Paul Fenner for this eye-opening discussion
Ep.162 – Jill Benedict – How to Master and Save Money on Family Vacations
Learn how to optimize family vacation costs, secure the best deals on Disney trips, and navigate room configurations. Jill shares her experiences in travel planning, safety tips, and financial advice to ensure stress-free, memorable vacations. Perfect for families seeking budget-friendly adventures without compromising on fun!
Ep.161 – Unlocking Your Personal Power: Embrace Your Control
Discover the power you hold in your financial and emotional decisions. In this episode, Paul delves into how acknowledging and harnessing control can transform your life. Listen as he shares insights from his planning season and introduces expert perspectives on emotional and financial well-being.
Ep.160 – Dr. Jennifer Dragonette – Understanding the Role of Money Conversations in Relationships
Discover how movement, curiosity, and understanding can enhance communication in relationships. Learn how exploring values, upbringing, and personal histories can bridge gaps around money matters and build empathy. Overcome fear and shame to foster intimacy and open dialogue with your partner. Tune in for insights on navigating financial and emotional challenges in your relationship
Ep.159 – Dr. Teryn Clarke – Unlocking Brain Health: The Power of Time-Restricted Eating
Discover how lifestyle choices impact brain health in this insightful conversation with Dr. Teryn Clarke and Paul Fenner. Learn actionable tips on improving cognitive function through diet, exercise, and sleep to support long-term wellness and Alzheimer's prevention.
Ep.158 – Tom McCarthy – Navigating the Housing and Interest Rate Markets with Trust and a Slice of Humor
In this comprehensive discussion on the housing market, industry experts delve into the intricate factors affecting home affordability and market dynamics. From the psychological impacts of interest rate changes to the real-world implications for builders and buyers, the conversation offers valuable insights into how current and future economic conditions could shape the housing landscape. Discover how interest rates, builder incentives, and market psychology intertwine to influence your decision-making process, and explore practical advice for navigating today’s housing market effectively.
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.