
127 episodes

Emotional Balance Sheet with Paul Fenner TAMMA Capital
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- Business
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5.0 • 20 Ratings
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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.
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Dr. Erin Halligan-Avery – From Struggles to Solutions: Choosing Between Career Stability and Entrepreneurship
The Covid pandemic impacted all of us in some way, but for some, it changed their lives for better and worse.
As a mental health counselor at an academic institution, Dr. Erin Halligan-Avery needed a creative and effective way to connect students with the help they needed without meeting 1:1 with every student. This difficult situation ultimately set the foundation for Erin to become an entrepreneur.
There are often negative connotations associated with reaching out for mental health support. However, Erin discusses how reporting someone in need and reframing it as an act of care and support from the community highlighted the intention behind helping individuals become their best selves and improving together.
As a highly sensitive person, Erin shared her personal struggle with the decision to stay in her current job or take a leap of faith and start her own business running the Concern Center full-time. It took her a few months to accept this decision and embrace the role of a risk-taker.
Erin stressed the importance of finding trusted advisors and meaningful connections. She shared how relying on a community-based approach, asking for help, and embracing support can lead to success.
Please enjoy my conversation with Dr. Erin Halligan-Avery.
For show notes and resources discussed in this episode, visit tammacapital.com/113.
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. -
Ep. 112– Damon Parker – Finding Joy in Progress: From Tragedy to Transformation
What do we do when we reach a crossroads in life? How can we transform a tragedy into something meaningful that helps others?
Damon Parker comes from a family of educators, with his parents and grandparents all having careers in teaching. But after reaching a crossroads in his teaching career, Damon found an opportunity in coaching wrestling and public speaking.
After successfully building a championship wrestling team, Damon's perspective shifted, which led him to help co-found the Jones Project in memory of Josh Jones, the nonprofit's namesake who died of suicide in March 2021.
The Jones Project's mission is to bring a message of hope and healing to secondary students through the power of storytelling. Damon's gripping 60-minute presentations are not solely directed at students who are in crisis; they also are for those in the audience who don't have firsthand experience with mental health illnesses.
Mental health matters, and it begins with all of us being aware of each other as parents, kids, and friends.
Please enjoy my conversation with Damon Parker.
For show notes and resources discussed in this episode, visit tammacapital.com/112.
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. -
Sarah Kahn – Career Rehab: Breaking Free from Corporate Mindsets to Build a Life-Aligned Business
Do you feel unsupported in your current career position? Is the grind of your current corporate role more than you can bear?
After being laid off multiple times, including once during her maternity leave, Sarah Khan felt unsupported by her employers multiple times, including during the pandemic lockdown. Sarah decided to detox herself from the corporate programming that had run her life and begin a new journey as an entrepreneur, specifically working with women.
Sarah's rehab transition made her realize that the corporate mindset of equating time spent with money earned needs to be re-examined. Sarah points out the importance of cultivating the ability to trust oneself in entrepreneurship and focusing on the foundational aspects of starting a business, such as identifying the ideal client and engaging in revenue-generating activities.
For any parent out there deliberating a career change, Sarah's story points out; you can be a parent and an entrepreneur; the two are not mutually exclusive.
Please enjoy my conversation with Sarah Khan.
For show notes and resources discussed in this episode, visit tammacapital.com/110.
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. -
Marisa Lonic – Breaking the Busy Stereotype: Redefining Time Management for Parents
As parents, what does it mean to have harmony between your personal and financial life? A demanding career, demanding kids, demanding spouse?
As a mom of four, including a set of twins, Marisa Lonic checked all those boxes (except for maybe the demanding husband) but was also asking, "What about me?"
Marisa, like most parents, was not in a position to just quit her job and start something new, especially considering that her career was part of her ambitious self. However, eventually, she transitioned from her full-time corporate career into her own business.
Throughout our conversation, Marisa shares great advice on developing reasonable objectives that work with your lifestyle, finding an accountability partner, and recognizing and managing your inner work to achieve long-term success.
Please enjoy my conversation with Marisa Lonic.
For show notes and resources discussed in this episode, visit tammacapital.com/109.
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. -
Dr. Wendy Troxel – Sharing the Covers: Every Couple's Guide to Better Sleep
Have you reached a point where you want to sleep in a different room because you can no longer physically sleep in the same bed as your spouse or partner?
Full disclosure, my wife and I had reached this point where sleep loss was negatively impacting both of us. This is where internationally recognized sleep expert Dr. Wendy Troxel comes into play.
Wendy is a Senior Behavioral and Social Scientist at the RAND Corporation and holds adjunct faculty positions at the University of Pittsburgh and the University of Utah. A licensed clinical psychologist and certified behavioral sleep medicine specialist, she is passionate about helping people get the sleep they need to perform at their best and live life to its fullest.
Sleep, or lack thereof, has ramifications throughout our lives with our personal relationships and financial decisions. "When people are not rested, or at their best, they don't make sound personal or financial decisions."
Sleep is this critically important health behavior, and it happens to be the one health behavior that couples regularly engage in together.
Please enjoy my conversation with Dr. Wendy Troxel.
For show notes and resources discussed in this episode, visit tammacapital.com/108.
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. -
Lori Oberbroeckling – Secrets of a Super Mom
Parents, can we really have it all? A thriving career, time with our significant other, and relationships with our kids?
Lori Oberbroeckling is a wife, mom of four, author, photographer, and corporate leader. Lori helps parents, especially moms who want to be extraordinary, present, and have an amazing career.
So how can you find harmony amid the daily grind? Lori shares insights from her book Secrets of Supermom (dads, this book also applies to us, so don't let the title fool you) on real-life strategies parents can begin implementing today.
A key takeaway is how we explore setting routines for homework, and household tasks can make life easier and eliminate power struggles and conflicts. We also address the guilt we can feel as parents and the stress it places on the entire family.
Please enjoy my conversation with Lori Oberbroeckling
For show notes and resources discussed in this episode, visit tammacapital.com/107.
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.
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Practical conversations for everyday life
Paul’s podcast offers helpful and applicable advice through free flowing and engaging conversations with his guests. Each episode is both entertaining and full of useful information. Well worth a listen!
A helpful, practical, and real conversation
I had such a wonderful time being a guest on Paul’s podcast. The conversation was seamless and it was refreshing to have such an honest and real conversation about the impact of burnout and perfectionism. The helpful nature of this podcast spans across all episodes and I highly recommend listening to it if you’re looking for real strategies to make life a bit easier!
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