98 episodes

Emotional Balance Sheet is a show focused on working parents and families who are struggling to balance the pressures of multiple financial priorities and life transitions. It is a guide to help you manage life, money, and multiples. Each episode we’ll provide insights on successfully sustaining an active lifestyle, career, and family through comprehensive wealth management strategies, financial education, and lifestyle planning specific to parents raising twins, triplets and more.

Your Host, Paul Fenner, President and Founder of TAMMA Capital, is a Certified Financial Planner®, a Registered Investment Advisor, and parent to 4 amazing children, including one set of triplets.

Learn more, subscribe to the show, or connect with Paul at TammaCapital.com.

Emotional Balance Sheet with Paul Fenner TAMMA Capital

    • Business
    • 5.0 • 15 Ratings

Emotional Balance Sheet is a show focused on working parents and families who are struggling to balance the pressures of multiple financial priorities and life transitions. It is a guide to help you manage life, money, and multiples. Each episode we’ll provide insights on successfully sustaining an active lifestyle, career, and family through comprehensive wealth management strategies, financial education, and lifestyle planning specific to parents raising twins, triplets and more.

Your Host, Paul Fenner, President and Founder of TAMMA Capital, is a Certified Financial Planner®, a Registered Investment Advisor, and parent to 4 amazing children, including one set of triplets.

Learn more, subscribe to the show, or connect with Paul at TammaCapital.com.

    [REPLAY] Jim Sexton – How to Stay in Love: A Divorce Lawyer's Guide to Staying Together

    [REPLAY] Jim Sexton – How to Stay in Love: A Divorce Lawyer's Guide to Staying Together

    How would you go about staying out of a divorce attorney's office?
    Find a great divorce attorney to listen to?
    Jim Sexton is an accomplished New York divorce attorney who has seen it all throughout his 20 plus year career focused on divorce law.  What makes Jim unique is that he took his life experience and work as a divorce attorney and created a book, How to Stay in Love: A Divorce Lawyer's Guide to Staying Together.
    Jim's experience has led him to believe that marriages and other committed relationships fail for two fundamental reasons.  One, you don't know what you want, and two, you can't express what you want.  This lack of communication with yourself and your partner is often the relationship killer.
    Throughout our discussion, Jim highlights actionable steps that you can take to help solidify your relationship, such as leaving your spouse/partner a little note of gratitude, a weekly win/fail walk, and a "hit send now" email.  The basis for these actions is all focused on the need to keep checking in with yourself and your spouse/partner.
    I agree with Jim that it's better to stay in love, stoke existing love, than to slowly fall out of love and try to find it again.  This is a process that you control and that the person you love controls.  How great is that?
    Please enjoy my conversation with Jim Sexton.
    For show notes and resources discussed in this episode, visit https://tammacapital.com/ep-61-jim-sexton-how-to-stay-in-love/.
    For more episodes, go to 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.

    • 52 min
    Bill Dwight – Helping Your Kids Develop Good Money Habits

    Bill Dwight – Helping Your Kids Develop Good Money Habits

    How do you help your kids develop good money habits?  How can you overcome the challenges that simply talking about money can bring?
    Bill Dwight, a lifelong software engineer, faced these questions while he and his wife were raising their five kids.  So, Bill did what any reasonable person would do facing a problem such as this; he started his own company, a "Virtual Family Bank."  FamZoo, the company Bill created, integrates prepaid card accounts with family finance software to help parents and kids develop responsible money habits through hands-on experience.
    FamZoo, short for the family zoo, which Bill said represented what he and his wife were going through, seeks to encourage certain money habits within kids, such as spending, savings, and giving responsibly.  These are all tenants of Ron Lieber's book, The Opposite of Spoiled.  Separating your resources into functional buckets is a skill worth developing for kids and adults.
    Bill, like myself, also found inspiration to help teach our kids about money through the work of David Owen and his book, The First National Bank of Dad.  The premise is that kids learn best by doing and what better way to teach sound financial habits than to let kids actually have control of how they use their money.
    An unexpected benefit of helping to teach your kids about money is that it can help parents deal with their own issues surrounding money.  In addition, it can create great conversations about money between kids and parents and between spouses and partners.
    Be sure to listen to the end, where Bill talks about his favorite financial parenting hack, which I completely support!
    Please enjoy my conversation with Bill Dwight.
    For show notes and resources discussed in this episode, visit tammacapital.com/89.
    For more episodes, go to 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.

    • 1 hr 3 min
    Gary Noesner – It's Not About the Nail; Lessons in Listening From a Hostage Negotiator

    Gary Noesner – It's Not About the Nail; Lessons in Listening From a Hostage Negotiator

    How can you link hostage negotiating with building better relationships with your family, spouse/partner, and kids?  How can you keep your emotions in check when situations become intense?
    Gary Noesner spent over 30 years in the FBI, ten of which were as the Chief Crisis Negotiator.  A few of you may know Gary from the Netflix series Waco, as Gary was one of the negotiators between the FBI/ATF and religious cult, the Branch Davidians, in Waco, TX.
    From dealing with highly intense situations, Gary has turned his experience and expertise into helping people build better relationships through active listening.  The ability to respond to someone shows that you were indeed listening.
    Gary uses M&M candy on how to do this.  Consider that in every conversation you have with somebody, the chocolate center is the story, what are they trying to tell you, while the outer shell of the candy is the reflection of emotion, how are they feeling.
    From Gary's perspective, the cornerstone of being a good listener and communicator is self-control.  Think of a teeter-totter; when emotions are high, our rational behavior goes down.  So, we must focus on our emotions and lower our temperature when situations become tense.
    Please enjoy my conversation with Gary Noesner.
    For show notes and resources discussed in this episode, visit tammacapital.com/88.
    For more episodes, go to 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.

    • 52 min
    Ed Coambs – How to Work Towards Healthy Love and Money

    Ed Coambs – How to Work Towards Healthy Love and Money

    Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify
    How does your view or interaction with money affect your relationships?  How does your spouse or partner view money?  Have you ever been challenged getting on the same page with money?
    Ed Coambs, a firefighter turned financial advisor turned marriage and family financial therapist, knows a lot about walking into high-intensity situations, navigating "the flames," and walking everyone out safely.  These proverbial "fires" are no stranger between spouses and their financial lives.  Ed has become a thought leader in Financial Therapy- the professional field that blends personal finance and counseling psychology to effect positive, lasting change for families.
    Understanding our relationship around money becomes more complex when interwoven with our closest relationships, such as a spouse, partner, or kids.  Ed's work focuses on identifying the underlying issues causing marital money stress by helping to identify your attachment styles.
    Your attachment style impacts all areas of your life: Your relationships, finances, work life, and parenting.  There are four adult attachment styles that Ed and I discussed, which have a direct impact on the quality of your inter-personal relationships – anxious (also referred to as Preoccupied), avoidant (also referred to as Dismissive), disorganized (also referred to as Fearful-Avoidant), and Secure.
    Ed and I also discuss the impact parents can have on developing our kids' views and emotions toward money, which could stick with them throughout their adult lives.
    Please enjoy my conversation with Ed Coambs.
    For show notes and resources discussed in this episode, visit tammacapital.com/87.
    For more episodes, go to 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.

    • 50 min
    Margaret Echelbarger – The Living Lab; Engaging Kids in Conversations About Money

    Margaret Echelbarger – The Living Lab; Engaging Kids in Conversations About Money

    How can parents engage their kids in conversations about money?  And how do those conversations shape kids' thoughts and future financial choices? 
    Margaret Echelbarger has spent much of her career researching the unique connections between kids and their financial decision-making processes.  Currently, Margaret is an assistant professor of marketing at Stony Brook University.  She also explores the behavioral side of marketing by learning how kids make those financial decisions now and into the future.
    Whether we realize it or not, as parents, our children are always watching our financial decisions in what we buy, how we buy, and even how buying makes us feel.  Margaret's research has shown that kids can understand competing priorities at an early age, which can help them even recognize the concept of you get what you pay for.
    Most parents likely have stereotypes about money that influence their unique behaviors, but parents who talk to their kids about money can overcome their own money insecurities.  In research that Margaret has reviewed, parents who talk with their kids about money can statistically help their kids financially succeed in the long term.
    Teachable financial moments for our kids are abundant, so parents should not worry about finding the perfect time to discuss money-related topics.  As Margaret points out, kids at an early age are trying to connect the emotional dots between spending and savings.  For example, does saving feel good or bad vs. spending?
    Please enjoy my conversation with Margaret Echelbarger.
    For show notes and resources discussed in this episode, visit tammacapital.com/86.
    For more episodes, go to 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.

    • 44 min
    Jenny Wood – Finding The Meaningful Moments in Career, Parenting & Life

    Jenny Wood – Finding The Meaningful Moments in Career, Parenting & Life

    What do you want to go after in life unapologetically?  Are you willing to be strategic and give yourself the intentionality you deserve?
    Jenny Wood is an executive at Google who helps people thrive in their careers.  So much so that she founded and led Own Your Career (go/OYC), one of Google's largest and fastest-growing career development initiatives.
    "You do not rise to the level of your goals.  You fall to the level of your systems."  This quote by James Clear, author of the best-selling book, Atomic Habits, has helped lead Jenny to launch her site dedicated to helping you get what you truly want. 
    With Jenny, it starts with being strategic in deciding what to do or what not to do when it comes to anything in life, be it your career, parenting, or relationships.  Having systems in place that help you to drop, delegate, do, or delay are all central tenants in helping you get to where you want to go. 
    In addition to being strategic, Jenny points out, you also need to be intentional and have pride in what you focus on and what you are going after.  No apologies.
    Jenny also shares how she sometimes deals with the guilt of having a demanding career and being a mom.  The coordination tax levied on working parents, but that by being a hard-working mom, can have lessons her kids can learn from.
    Listen to Jenny describe her FLIP system to help decide if you are ready to make a career change, launch your side hustle, or in Jenny's case, chase her future husband off a rail platform in New York City.
    Please enjoy my conversation with Jenny Wood.
    For show notes and resources discussed in this episode, visit tammacapital.com/85.
    For more episodes, go to 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.

    • 54 min

Customer Reviews

5.0 out of 5
15 Ratings

15 Ratings

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Paul is the Real Deal

Paul always gets great guests and i continuously gain insights and resources from this podcast.

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Real and relatable

I loved coming onto Paul's podcast a second time! it's so great to be in dialogue with both a highly engaged father and qualified professional. Lots of good news you can use.

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Love it!

Great podcast and totally worth a listen. Check it out!!!

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