155 avsnitt

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.

Emotional Balance Sheet with Paul Fenner TAMMA Capital

    • Näringsliv

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.

    Rising Dividends

    Rising Dividends

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    At retirement, your whole financial life essentially collapses down to one binary question: will your money outlive you, or will you outlive your money?
    Volatility in the market is often seen as a risk, but it's important to differentiate between the two. The real risk lies in not having a plan that can sustain your financial needs throughout retirement. It's not about meeting a benchmark; it's about developing a plan and staying committed to it.
    The dominant factor in long-term financial outcomes isn't just your investment performance – it's your investment behavior.
    For resources discussed in this episode, visit tammacapital.com/podcast.
    Follow Paul on Facebook and LinkedIn.
    And feel free to email Paul at pfenner@tammacapital.com with any feedback, questions, or ideas for future guests and topics.

    • 8 min
    Neil Dutta – How Mainstream Media Mis-shapes Your View About the Economy

    Neil Dutta – How Mainstream Media Mis-shapes Your View About the Economy

    What does the mainstream media get wrong in their economy and stock market coverage?  How much does the economy influence the stock market and vice versa?  
    Neil Dutta, a noted business economist from Renaissance Macro Research and father of 1 plus twins, takes us on a journey into investment advice's economics and shattering stereotypes mainstream media dishes out.
    Neil will debunk the myth of the 'doomer' in investment circles and offers a fresh perspective on current economic conditions, including inflation and the labor market.
    My conversation goal with Neil is to help you not accept what economic headlines you read or hear.  Our economy is a complex organism that cannot be explained in a two-minute segment.  This is why I rely on experts like Neil who can help me dig deeper and provide meaningful information to you and families I work with.
    Please enjoy my conversation with Neil Dutta.
    Connect with Paul
    Contact Paul here or schedule a time to meet with Paul here.
    For resources discussed in this episode, visit tammacapital.com/podcast.
    Follow Paul on LinkedIn, Instagram, and Facebook.
    And feel free to email Paul at pfenner@tammacapital.com with any feedback, questions, or ideas for future guests and topics.
    Follow the Show And Never Miss an Episode
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    • 53 min
    Emotional Decision Making

    Emotional Decision Making

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    In the midst of disappointment, our emotions can run hot. 
    Whether it's parenting, finances, or life in general, understanding the impact of emotions on our choices is crucial.  Making decisions in the heat of the moment rarely leads to positive outcomes.
    Instead, creating space to step back, breathe, and gain clarity allows for better, more informed decisions.  By being aware of our emotions, we can make strides toward achieving balance and clarity in our decision-making process.
    For resources discussed in this episode, visit tammacapital.com/podcast.
    Follow Paul on Facebook and LinkedIn.
    And feel free to email Paul at pfenner@tammacapital.com with any feedback, questions, or ideas for future guests and topics.

    • 7 min
    Dr. Joy Lere – Finding Harmony Between Emotions and Finance in Relationships

    Dr. Joy Lere – Finding Harmony Between Emotions and Finance in Relationships

    Most couples think they end up in a therapist's office to talk about sex and money.  But it's really deeper underlying issues couples are looking to hash out. 

    Dr. Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, is a leading voice in the psychology of money and applied behavioral finance. 

    In her practice, Joy has observed that individuals find it easier to disclose the details of their intimate encounters than to reveal the figures in their bank accounts.  Joy's expertise lies in unraveling the profound connection between money and self-esteem, understanding it as an emotional flashpoint for couples and parents. 

    Key Takeaways 

    Self-awareness is a Superpower - Learn to wield the power of understanding your own and your partner's money script to build a stronger financial future together. 
    Financial Wellness is a Team Sport - Embrace financial discussions and check-ins with your partner as a path to closer bonding rather than a chore.  Hint: Check out temptation bundling to make this process more enjoyable! 

    Joy discusses the complexities that arise when individuals in a relationship come from diverse financial backgrounds, acknowledging that such differences are frequently the seedbed for conflict.  Joy's insights shed light on people's silent struggles when discussing earnings, identifying money as a cornerstone of personal identity that people fiercely guard.  

    Please enjoy my conversation with Dr. Joy Lere. 
    Connect with Paul
    Contact Paul here or schedule a time to meet with Paul here.
    For resources discussed in this episode, visit tammacapital.com/podcast.
    Follow Paul on LinkedIn, Instagram, and Facebook.
    And feel free to email Paul at pfenner@tammacapital.com with any feedback, questions, or ideas for future guests and topics.

    • 42 min
    How to Lose Time and Money

    How to Lose Time and Money

    Do you give an honest answer when someone asks, "How are you doing?" Or do you give the typical generic response about how "busy" you are? 
    Paul Graham is an investor who has worked with thousands of startup companies and is also a prolific writer.  I imagine that Paul has some valuable insights into what it means to be busy. 
    The central thesis behind our discussion is Paul's essay "How to lose time and money."  Within it, I go deep into the idea that the most dangerous way to lose time is not to spend it having fun but doing fake work. 
    Connect with Paul
    Contact Paul here or schedule a time to meet with Paul here.
    For resources discussed in this episode, visit tammacapital.com/podcast.
    Follow Paul on LinkedIn, Instagram, and Facebook.
    And feel free to email Paul at pfenner@tammacapital.com with any feedback, questions, or ideas for future guests and topics.

    • 12 min
    Carrie Schochet – Navigating the Emotional Landscape of Career Changes

    Carrie Schochet – Navigating the Emotional Landscape of Career Changes

    Trust that today's conversation holds valuable guidance for those grappling with the emotional hurdles of a career change or fine-tuning work-life balance, especially busy parents.
    We welcome back our resident career expert, Carrie Schochet of Purple Squirrel Advisors, to discuss everything from the delicate balance of flexibility in the workplace to maintaining privacy during a job search.
    Here are a few key topics
    The strategic use of AI to navigate resumes, job applications, and interview questions, The subtle art of exploring new opportunities without commitment and The psychology of changing careers or jobs while understanding the emotional hurdles between the two. The pandemic has reshaped the work environment. We confront the challenges and benefits of remote work, considering parents' perspectives, the desire for flexibility and social interaction, and what this means for the future of workplaces.
    Please enjoy my conversation with Carrie Schochet.
    Connect with Paul
    Contact Paul here or schedule a time to meet with Paul here.
    For resources discussed in this episode, visit tammacapital.com/podcast.
    Follow Paul on LinkedIn, Instagram, and Facebook.
    And feel free to email Paul at pfenner@tammacapital.com with any feedback, questions, or ideas for future guests and topics.

    • 46 min

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