4 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

    • Investing
    • 5.0 • 3 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.

    Shayna Levin – Managing Twins, a Business During COVID-19, and Explaining Home & Auto Insurance

    Shayna Levin – Managing Twins, a Business During COVID-19, and Explaining Home & Auto Insurance

    Have you ever wondered why you pay what you pay for auto and homeowners insurance, also known as property and casualty insurance?  Did you know that there is a greater emphasis on tickets and accidents and frequency and severity on your insurance rates for both auto and home, respectively than any other factors from a cost perspective?
    Shayna Levin, a mom of twins, licensed property & casualty insurance agent, and owner of Levin Insurance Agency with her husband, Jeff, talks about all facets of the property and casualty insurance landscape.  Specifically, for families with young drivers just starting, Shayna identified three ways to reduce your auto insurance costs.
    Please enjoy my conversation with Shayna Levin
    For show notes and resources discussed in this episode, visit tammacapital.com/4.
    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.

    • 53 min
    Sandy Hodde – Critical Skills That High School Students are Missing

    Sandy Hodde – Critical Skills That High School Students are Missing

    My guest this week is Sandy Hodde.  Sandy is a certified professional English Language Arts and Social Studies educator and taught at the high school level for 22 years.  After seeing increases in high school class sizes, Sandy decided to launch her own business, Your Coach for College, to help prepare and teach kids the skills they would need to succeed in college that they weren’t receiving in high school.
    In our conversation, we discuss some critical skills such as note-taking, listening, and forming good study habits that Sandy identifies as being missed within the current education system.  Sandy points out why you should help develop these skills with your kids early in middle school years.
    Please enjoy my conversation with Sandy Hodde
    For show notes and resources discussed in this episode visit tammacapital.com/3.
    For more episdoes 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.

    • 47 min
    Dr. Laura Hutchison – Parenting in the Age of COVID-19 with Compassion & Empathy

    Dr. Laura Hutchison – Parenting in the Age of COVID-19 with Compassion & Empathy

    My guest this week is Dr. Laura Hutchison, a licensed psychologist, specializing in helping children and their families.  Laura's private practice offers psychotherapy for children aged 2 - 12, teen girls, women, and families using a humanistic, client-centered approach.  As a Play Therapist Supervisor (RPT/S), Laura also supervises clinicians and is the founder/director of the Michigan Play Therapy Training Academy that provides high-quality, affordable play therapy training for clinicians.  
    Along with being a therapist and entrepreneur, she is the proud mom to son, Henry, and daughter, Honor. Many people know Laura as Dr. H through her blog Play Dr. Mom that focuses on her experience being a play therapist and mom.  
    In our conversation, we talk about the critical importance of self-care for parents when it comes to having the ability to take care of our families.  Communication between spouses and partners is now more crucial than ever to ensure that we are taking the time to stop, listen, and reflect on what is being said between each other.
    Parents should recognize that it's okay to make mistakes and that we should be able to tell our spouse, partners, and kids that we are sorry.  Laura stresses that how we handle these situations shows the behavior that we want to model to our kids.   
    Laura discusses the impact that stress can have upon our kids and how each kid handles stress differently, similar to how adults handle stress differently.  Being in tune with how your child handles stress will help you determine what strategies you can you to best help your child. 
    Finally, Laura points out that the average person needs eight hugs per day. During times of stress such as COVID-19, adults and kids need even more personal attention. Laura's advice is not to be afraid to show emotion to your kids. I have a lot of hugs to give out every day.
    Please enjoy this conversation with Dr. Luara Hutchison
    Resources Featured In This Episode:
    Back to School During a Pandemic
    The Gottman Institute  - Dr. John Gottman one of the Top 10 Most Influential Therapists of the past quarter-century by the Psychotherapy Networker
    Play Dr. Mom
    Dennis Mosely-Williams
    The New Definition of Family Office
     

    • 1 hr 7 min
    Scott Kapeller – Reflections of a Layoff While Raising Triplet Girls

    Scott Kapeller – Reflections of a Layoff While Raising Triplet Girls

    My guest this week is Scott Kapeller, a leader in pharmaceutical sales and, more importantly, the father of triplet girls.  Scott is a good friend and neighbor of mine in which we share a lot of similar life experiences, one of which is being the father of triplets. 
    One of the life-changing experiences that Scott and I share is that we both went through a significant job loss within our careers.  I can always see with great clarity the day I was delivered the news that I was no longer wanted.  Scott explains, getting the dreaded text, "I know you're traveling can you call-in quickly." Being 1,800 miles away from home and thinking nothing of what this call was about, Scott called into the home office and learned of an unanticipated fate.
    In our conversation, Scott walks through the emotional roller coaster that began on that fateful day.  Although he thought that hearing the news that he was being released was the bottom, Scott later learned that he wasn't even close to the bottom. 
    Scott published his journey on LinkedIn in what he refers to as his manifesto.  Within it, Scott lays out five valuable lessons that all job seekers could benefit from, especially during these trying times of COVID-19 with so many layoffs and restructurings.
    In addition to Scott's five lessons, he also provides his insights into five tips that you should be doing if you're not employed or even if you are employed that will help you get through this life transition, which includes paying it forward. 
    Paying it forward is another characteristic that Scott and I share, which means helping others during their time of transition, just like there was likely someone who helped you during your time of transition. Don't be the person who receives a call from someone in need and doesn't return it. 
    Finally, Scott talks about the impacts of losing his job had on his family.  The sometimes challenging conversations that he had to have with his wife and triplet daughters.  Going through a job transition can put additional stress on a relationship, especially between a spouse or partner, so be sure to have a network of people you can talk with outside of your immediate family.
    Please enjoy this conversation with Scott Kapeller.
    Resources Featured in This Episode:
    Scott Kapeller
    The Go-Giver
    Summer of Scott: Reflections of a Layoff - Scott's LinkedIn Manifesto
    4 Retirement Account Options After a Job Change
    What Would You Consider to be Your Most Valuable Asset?
     

    • 52 min

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3 Ratings

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Relevant and Timely

Paul brings relevant and timely topics to his audience. Fun to listen to!

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