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. 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.
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.