Welcome to the Emotional Balance Sheet, the go-to podcast for parents with multiple kids, especially those with twins, triplets, or more, who are navigating the maze of modern family life and personal finance.
Whether you're overwhelmed by education costs, retirement planning, career transitions, or trying to define your purpose and plan, we're here to guide you with empathy, expertise, and encouragement.
Hosted by Paul Fenner, Founder of TAMMA Capital, a Certified Financial Planner®, and parent to 4 kids, including a set of triplets, our podcast is your ally in the quest for financial peace of mind, proving that money matters, but family comes first.
We understand that today's parents are juggling multiple financial and lifestyle priorities. That's why each episode is packed with actionable insights and real-world solutions that fit the needs of busy families.
Subscribe now and join our community of empowered parents at tammacapital.com.
It is a Parent's Guide to Financial and Emotional Wellbeing.
You will find links to each episode and the corresponding show notes at the bottom of this page.
Email us at pfenner@tammacapital.com with any feedback, recommendations, or questions.
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Ep. 197 – Paul Fenner – Focusing on What Never Changes
Explore the timeless principles of personal finance and emotional well-being in this episode of the Emotional Balance Sheet podcast. Host Paul Fenner shares key takeaways from Morgan Housel’s wisdom, diving into topics like human nature, the power of compounding, managing expectations, handling unexpected risks, and embracing duality in life and investing. Discover practical insights on building lasting wealth, finding happiness, and focusing on what truly never changes—both in your financial journey and personal growth. Perfect for anyone seeking steady guidance in a changing world.
Ep. 196- Paul Fenner - How Parenting Challenges Shape Real-World Financial Advice
Discover how real-life parenting challenges shape practical financial advice. Host Paul Fenner shares personal stories about fatherhood, empathy, and building deeper connections with families to help them achieve their financial goals. Learn why understanding emotions and setting realistic expectations are essential for effective financial planning, from saving for college to retirement.
Ep. 194 - Paul Fenner - Tariffs, Taxes & Tumult: What Investors Need to Know This Summer
What investors need to know about new tax legislation—the so-called "big beautiful bill"—and ongoing tariff debates. Discover how these policy changes could impact your portfolio, why media hype often outweighs real risk, and practical tips for aligning your investments with your long-term goals. Stay informed and confident through the tumult of tariffs and taxes—listen in now for calm, actionable insights!
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.