49 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 • 13 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.

    Elin Barton – Becoming a Serial Entrepreneur

    Elin Barton – Becoming a Serial Entrepreneur

    Are you struggling, feeling anxious, disconnected, or know that you're operating below your full potential? Do you talk about being "stuck" or "spinning your wheels?"
    These are the same questions that serial entrepreneur Elin Barton was asking herself.  Elin discusses how she moved crossed the country on the belief that something else was possible.  When she finally let go of "how" to make it happen and just did it.
    After seeing initial success in her first business, Elin decided to launch her second business to help other entrepreneurs who believe in a growth mindset and the power of community.  We also discuss Elin's new book, Ready, Set, Grit: Three Steps To Success in Life, Business & The Pursuit of Happiness. 
    While Elin has a drive for business and helping entrepreneurs, it pales compared to her love and passion for her family.
    Please enjoy my conversation with Elin Barton.
    For show notes and resources discussed in this episode, visit tammacapital.com/44.
    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.

    • 34 min
    Chris Belfi – Learning How to Accomplish More While Working Less

    Chris Belfi – Learning How to Accomplish More While Working Less

    Would you agree that life is too short not to get the most out of every single day?  So how do we get more out of our day without burning ourselves out?
    Curiosity and a drive to improve his own career and personal life led Chris Belfi to take a less-traveled path.  After building a career in finance working for a large multi-national corporation, Chris found that he had a unique skill for helping others stay on top of their work.
    The foundation that Chris developed to build processes and systems for work, life, and families was based upon the work by David Allen in his book, Getting Things done.  A foundation built upon clarity, organization, reflectiveness, and engagement.
    Please enjoy my conversation with Chris Belfi
    For show notes and resources discussed in this episode, visit tammacapital.com/45.
    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.

    • 45 min
    Scott Hanselman – Scaling Yourself 

    Scott Hanselman – Scaling Yourself 

    Eight years ago, I was introduced to someone who helped change the direction of my life.  I am quite positive that I am not the only person whose life has been impacted by this one person.  The funny thing, this is the first time that I have been able to speak with and thank Scott Hanselman. 

    Scott Hanselman is a programmer, teacher, and speaker. Although Scott maintains a full-time role for the Web Platform Team at Microsoft, it is his obsession and enthusiasm for technology and deliberate practice that I have found him to be an impactful person in my life. 

    I strongly encourage you to watch Scott's talk, Scaling Yourself, which is applicable for parents, younger people beginning their careers, and for people who find themselves in the throes of a life transition.  Our conversation is wide-ranging, covering how we can give ourselves the gift of grace, asking ourselves if we are saving babies, and how to be intentional with our time and those around us. 

    Please enjoy my conversation with Scott Hanselman. 

    For show notes and resources discussed in this episode, visit tammacapital.com/49. 

    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.  

    • 42 min
    Amanda Zelechoski – Pandemic Parenting

    Amanda Zelechoski – Pandemic Parenting

    Wasn't parenting already challenging before COVID hit?  What if you could connect with real-world resources and parents struggling right along with all of us who are trying to figure out how to meet our children's needs amid a global pandemic?
    Meet Dr. Amanda Zelechoski, a licensed clinical and forensic psychologist and attorney specializing in trauma, who decided to start a non-profit to help parents like you and me.  Pandemic Parenting began as a collaboration between Dr. Zelechoski and Dr. Lindsay Malloy: two psychologists, scholars, and moms committed to sharing their expertise and research with families.
    Information overload, warning signs of mental health issues with our kids, spouses, and partners, and how to treat ourselves with compassion are all topics Amanda and I discussed during our conversation.
    Amanda and her team have turned Pandemic Parenting into a digital hub for parents with multiple mediums and resources, no matter what stage of parenting you may be at.  It is a free resource that I encourage all parents to take advantage of as we continue to navigate our way through this pandemic. 
    Please enjoy my conversation with Dr. Amanda Zelechoski.
    For show notes and resources discussed in this episode, visit tammacapital.com/45.
    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.

    • 41 min
    Dr. Teryn Clarke – A Non-Political Take on Treating COVID

    Dr. Teryn Clarke – A Non-Political Take on Treating COVID

    How can you develop a baseline understanding of the COVID virus?  For me, it wasn't about getting political, but instead, searching for people dealing with the virus on the frontlines and reading medical journals to help develop treatments.
    Dr. Teryn Clarke is a problem solver by nature.  She is an MD who specializes in neurology working with high-risk elderly patients.  Dr. Clarke realized early on during the COVID outbreak that to help protect her patients, she would need to dive into the data and science of COVID.
    During our conversation, we covered various topics related to COVID, such as how the virus spreads, what vaccines do and don't do, and where medical data comes from.
    More importantly, Dr. Clarke and I discuss how we can help protect one another and our families while reducing the spread of the virus.  A topic in which Dr. Clarke presents multiple examples of when you are sick, stay home!
    Please enjoy my conversation with Dr. Teryn Clarke
    For show notes and resources discussed in this episode, visit tammacapital.com/46.
    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.
     

    • 56 min
    Meg Wagner – The Goal Guru: How to Learn to Develop Achievable Goals

    Meg Wagner – The Goal Guru: How to Learn to Develop Achievable Goals

    Have you ever wondered how to make realistic goals that you could achieve?  Maybe a goal guru could help?
    After making her own career pivot which turned into a career identity crisis, Meg Wagner launched her coaching and consulting practice, The Goal Guru.  A firm that helps you define your work, align your life, and design your future.
    While there is a strong emphasis on outcomes in setting goals, Meg stresses the essential element of paying attention to your feelings about what you want to achieve.  You should gain clarity around your goals and the process of how to achieve vs. solely the outcome.
    Specifically, in working with Parents, Meg emphasizes that parents need first to be kinder to ourselves.  We should start with even smaller goals and ensure that we give ourselves time to make time for ourselves.  And depending upon what stage of life we may be in, we develop and categorize goals by the roles we live in, such as career, parent, and personal to us. 
    For show notes and resources discussed in this episode, visit tammacapital.com/43.
    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.
     

    • 30 min

Customer Reviews

5.0 out of 5
13 Ratings

13 Ratings

AZel80 ,

So relatable and engaging!

I love this podcast. Paul does such a good job bringing in interesting and authentic guests and sharing his own personal experiences as well. He’s a great interviewer and makes sure the listener understands more about the guests’ backgrounds than just the information or expertise they are there to share. His genuine interest in helping people thrive in all aspects of their lives is refreshing and inspiring.

fjjdka ,

Smart, relatable and engaging

There is so much emotion tied into our money. It conjures up stress, want, pain, happiness, freedom, handcuffs. It is the last taboo and this podcast digs into the emotions, the money and how we can synergistically make it work for us all together. Obsessed with this none traditional perspective on money management. A must listen.

MelodyWilding ,

Wise and helpful!

Emotional Balance Sheet is a great podcast. I love how Paul brings on knowledgeable guests and that he explores topics related to creating a wealthy life in terms of health and happiness, not just money. The focus on families with multiples makes it especially useful to busy parents navigating the demands and stress of a growing family. Highly recommend!

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