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.

Follow us on LinkedIn

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

SUBSCRIBE

Ep. 220 – Paul Fenner – Not All Struggles Are Due to Laziness
Podcast Paul Fenner Podcast Paul Fenner

Ep. 220 – Paul Fenner – Not All Struggles Are Due to Laziness

What if not all success is earned and not all struggle is deserved? This week, I dig into something we don't talk about enough: the role of luck, circumstance, and timing in how our lives turn out. When you're managing money, kids, and everything else, it's easy to believe you earned every good thing and failed at every hard thing. But that's not the whole story.

Read More
Ep. 219 – Paul Fenner – Money is a Number, Emotions are Stories
Podcast Paul Fenner Podcast Paul Fenner

Ep. 219 – Paul Fenner – Money is a Number, Emotions are Stories

Struggling to find emotional balance with your finances? In this episode of the Emotional Balance Sheet podcast, host Paul Fenner explores the powerful intersection of money and emotions, asking if we've given money a job it can't do—like solving our fears and anxieties. Drawing insights from Carl Richards’ new book and his own work with families, Paul shares why chasing financial “enough” is a moving target and discusses how purpose, storytelling, and life stages shape our financial decisions. Tune in for practical wisdom on aligning your money mindset with your true values and enjoying a more fulfilling financial journey.

Read More
Ep. 218 – Dr. Jennifer Dragonette – Navigating Positive and Negative Sentiment in Financial Planning and Family Life
Podcast Paul Fenner Podcast Paul Fenner

Ep. 218 – Dr. Jennifer Dragonette – Navigating Positive and Negative Sentiment in Financial Planning and Family Life

Discover powerful insights on relationship dynamics in this episode of Emotional Balance Sheet, featuring Dr. Jennifer Dragonette and Jill Benedict. Join the conversation as they unpack the concepts of positive vs. negative sentiment override in marriages, parenting, and everyday connections. Drawing on real-life examples and John Gottman's evidence-based research, this candid discussion explores scorekeeping, affirmation bias, and practical strategies to foster healthier, more connected relationships at home and beyond. Perfect for parents, couples, and anyone seeking emotional awareness and growth. Tune in and learn how to strike harmony and balance in your most important relationships.

Read More
Ep. 217 – Paul Fenner – Parenting and Portfolios: How Life's Chaos Brings Unexpected Calm
Podcast Paul Fenner Podcast Paul Fenner

Ep. 217 – Paul Fenner – Parenting and Portfolios: How Life's Chaos Brings Unexpected Calm

Discover how parenting and financial planning intersect in this insightful episode of the Emotional Balance Sheet podcast with presenter Paul Fenner. Drawing on his experiences as a parent of teenage triplets and as a wealth advisor, Paul explores navigating life's challenges, managing financial "noise," and finding hope in uncertainty. Learn how to stay calm during economic turmoil, government shutdowns, and everyday stress, with lessons that apply at home and in your financial life. Tune in for practical advice and a fresh perspective on making lemonade out of life's lemons.

Read More