Emotional Balance Sheet with Paul Fenner

Paul Fenner
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Welcome to the Emotional Balance Sheet, the financial planning podcast for working parents who are building careers and raising kids at the same time. If you and your spouse are both senior-level professionals, raising kids in school or college, and are tired of stitching together four different specialists to run your financial life, this show is built for you. Each conversation tackles the planning conversations real families are having: education costs, retirement timing, equity compensation, career transitions, estate coordination, and the emotional weight that lies beneath it all. Hosted by Paul Fenner, Certified Financial Planner®, Enrolled Agent, and founder of TAMMA Capital. Paul is also a parent to four kids, including a set of triplets, so he knows the pace firsthand. TAMMA Capital is a private family office that brings financial planning, tax, and investments under one umbrella. To schedule a conversation, visit www.tammacapital.com or email pfenner@tammacapital.com.

  1. Why We White-Knuckle the Seasons We'll Miss

    hace 2 días

    Why We White-Knuckle the Seasons We'll Miss

    Work with Paul: Schedule a 30-minute conversation What is it about May that makes time feel both five months long and two days short? Dr. Jennifer Dragonette is back with me to unpack the season we now call Maycember. The graduations, the finals, the last concerts, the last games, the recitals, stacked on field trips, stacked on state testing. The season that asks senior‑level parents to be in three places at once and bring snacks to all of them. We get into a concept called time travel and why most of us are constantly five minutes ahead or three days behind, but rarely where our feet are. I share a confession about the part I hate most when I am at my own kids' events, even though I know these are the moments I will later wish I could rewatch. Dr. Jen and I also talk about a reframe I use with families I work with that has changed how I think about my own time. Would you actually trade places with the version of yourself from five years ago, knowing what you know now? Almost no one I have asked says yes. So what does that say about right now? This week, try one thing. When you catch yourself rehearsing the next event while still inside the current one, name one thing you can hear, see, or feel in the room. That is the entire intervention. The presence does not have to be philosophical to count. Connect with Paul If you're a working parent juggling a senior-level career and a growing family, and are tired of coordinating four different advisors to run your financial life, I do complimentary 30-minute conversations. Schedule one here. For resources discussed in this episode, visit tammacapital.com/podcast. Follow Paul on LinkedIn. Resources Featured in This Episode: You Can Always Make More Money, But You Can't Make More Time The Questions We Forget to Ask Ourselves

    37 min

  2. 25 jun

    The Plan I Wrote Fifteen Years Ago

    Work with Paul: Schedule a 30-minute conversation What if the long-term financial plan I built five years ago is now describing a family I no longer have? That is the question I have been sitting with. December 9, 2010, is the day my triplets were born, and the day I founded TAMMA. Fifteen years in, I can tell you neither plan I wrote that day survived. And that was never the goal. In this episode, I share the number of short runs I did not account for in my own life, walk through a family that has been through five major transitions in five years, and unpack why senior professionals can be sophisticated about iterative planning at work and unsophisticated about it at home. The conflict is not capability; it's flexibility that is a maintenance burden, and most plans have nobody carrying it. The action step this week takes fifteen minutes. Name the last three transitions your family went through in the past five years. Then ask, for each one, what financial decisions in your current plan still assume you are the person you were before. That is the work. Connect with Paul If you're a working parent juggling a senior-level career and a growing family, and are tired of coordinating four different advisors to run your financial life, I do complimentary 30-minute conversations. Schedule one here. For resources discussed in this episode, visit tammacapital.com/podcast. Follow Paul on LinkedIn. Resources Featured in This Episode: Preparing for the Next Life Chapter Wealth Planning is For Everyone Funded Contentment

    12 min

  3. 18 jun

    The Most Expensive Story You Tell Yourself

    Work with Paul: Schedule a 30-minute conversation What if the long-term financial plan I built five years ago is now describing a family I no longer have? That is the question I have been sitting with. December 9, 2010, is the day my triplets were born, and the day I founded TAMMA. Fifteen years in, I can tell you neither plan I wrote that day survived. And that was never the goal. In this episode, I share the count of short runs I did not account for in my own life, walk through a composite client family who has been through five major transitions in five years, and unpack why senior professionals can be sophisticated about iterative planning at work and unsophisticated about it at home. The dissonance is not capability. It is that flexibility is a maintenance burden, and most plans have nobody carrying it. The action step this week takes fifteen minutes. Name the last three transitions your family went through in the past five years. Then ask, for each one, what financial decisions in your current plan still assume you are the person you were before. That is the work. Connect with Paul If you're a working parent juggling a senior-level career and a growing family, and are tired of coordinating four different advisors to run your financial life, I do complimentary 30-minute conversations. Schedule one here. For resources discussed in this episode, visit tammacapital.com/podcast. Follow Paul on LinkedIn. Resources Featured in This Episode: Places to Hide Aren't Roadblocks Why Behavior Beats Spreadsheets Can We Really Do That

    9 min

  4. 11 jun

    Who Gets Your Best Patience

    Work with Paul: Schedule a 30-minute conversation What happens when you spend all your patience at work and come home with nothing left for the conversations that actually matter? If you're a senior professional managing a demanding career and a growing family, you know this tension. You hold complexity all day. By evening, you're running on fumes. Today, I unpack Morgan Housel's idea of saving like a pessimist and investing like an optimist, and why the real challenge for busy parents isn't choosing between optimism and pessimism. It's having the energy left to hold both at the same time when it counts. I share a personal confession about becoming more patient with my TAMMA families and less patient with my own family, and what that pattern looks like in the dual-income households I work with every day. This week's action step: before your next financial or logistical conversation at home, ask yourself whether you're showing up with the patience it deserves, or whether you're running on what's left. If it's fumes, reschedule. The conversation matters too much to rush. Connect with Paul If you're a working parent juggling a senior-level career and a growing family, and are tired of coordinating four different advisors to run your financial life, I do complimentary 30-minute conversations. Schedule one here. For resources discussed in this episode, visit tammacapital.com/podcast. Follow Paul on LinkedIn. Resources Featured in This Episode: Staying the Course: How Long-Term Investing Builds Wealth Through Market Cycles Funded Contentment: Am I Going to Be Okay? Case Study: How A Growing Family Designed a Wealth Management Plan for Now and for Life

    10 min

  5. 4 jun

    The Decisions You Keep Not Making

    Work with Paul: Schedule a 30-minute conversation What's the difference between being busy and being afraid? For many families who earn well and work hard, the two look identical from the outside. Today, I share something that's been sitting with me since losing a client earlier this year. It changed how I think about the financial decisions that busy families keep not making, and why the problem usually isn't information, time, or money. It's fear, just showing up in two very different ways. One fear keeps you moving without asking why. The other keeps you from making decisions you know you need to make. This week, I'm asking you to notice which one is running your financial life right now, and whether it's actually taking you somewhere you want to go. Connect with Paul If you're a working parent juggling a senior-level career and a growing family, and are tired of coordinating four different advisors to run your financial life, I do complimentary 30-minute conversations. Schedule one here. For resources discussed in this episode, visit tammacapital.com/podcast. Follow Paul on LinkedIn. Resources Featured in This Episode: Estate Planning: Details That You Need to Know to Protect Your Family & Assets Funded Contentment: Am I Going to Be Okay?

    8 min

  6. 28 may

    Your Spending Doesn't Lie

    Work with Paul: Schedule a 30-minute conversation  Have you ever looked at where your money actually goes and felt a little uncomfortable? Not because you were irresponsible — but because the numbers didn't match the values you'd say out loud? That gap is what this episode is about. Morgan Housel draws a line between the science of spending and the art of spending. The science is teachable — budgets, bargains, automation. The art is harder: figuring out whether your spending reflects who you actually are or who you've been conditioned to be. I share what I've seen with clients and what I've lived in my own household — and why the most important financial question isn't 'how much' but 'what for.' Before your next few purchases this week, pause and ask: does this reflect what I actually value, or what I'm trying to signal? You don't need to change anything yet. Just notice what the answer tells you. Connect with Paul If you're a working parent juggling a senior-level career and a growing family, and are tired of coordinating four different advisors to run your financial life, I do complimentary 30-minute conversations. Schedule one here. For resources discussed in this episode, visit tammacapital.com/podcast. Follow Paul on LinkedIn. Resources Featured in This Episode: Optimize Your Spending to Increase Your Happiness Aligning Personal Interests with Financial Objectives

    9 min

  7. 21 may

    The Financial Case for Doing Nothing

    Work with Paul: Schedule a 30-minute conversation When is the last time you had an uninterrupted thought? Not about logistics. Not about money. About your actual life and whether the direction you're running is still the direction you chose? Today, I want to explore why the most productive thinking rarely happens when we're at full speed, and what that costs us as parents and as people trying to make good financial decisions. I share a conversation with a family who named something most busy families feel but rarely say out loud, and reflects on what a pandemic parking lot moment taught me and Theresa about the pace they'd built into their lives. The action step is simple: ten minutes of intentional nothing this week. One question to sit with. No journaling required. Connect with Paul If you're a working parent juggling a senior-level career and a growing family, and are tired of coordinating four different advisors to run your financial life, I do complimentary 30-minute conversations. Schedule one here. For resources discussed in this episode, visit tammacapital.com/podcast. Follow Paul on LinkedIn. Resources Featured in This Episode: How to Recognize When to Take a Break and When to Seek Support You Can Always Make More Money, But You Can't Make More Time Creating Balance With Tech, Money, and Family Life

    11 min

  8. 14 may

    The Financial Story You Keep Telling Yourself

    Have you ever noticed that when things feel uncertain, you already seem to know how it's going to turn out? You're not predicting. You're confirming. In this episode, I explore why the story you're already telling about your financial life shapes every piece of information you take in and how that filter quietly drives some of the most expensive decisions families make. I walk through two real family situations where fear and overconfidence each created blind spots, and why the problem isn't the information available to us. It's what we choose to look at. This week, I'm asking you to name the story you're currently telling about your finances: fear-based or confidence-based. Spend ten minutes with one source that doesn't confirm it. You don't have to change your mind. Just widen the filter. Connect with Paul If you're a family with multiple kids who feel like your money should be working harder but aren't sure where to start, I do complimentary 30-minute financial reviews. Schedule a meeting here. For resources discussed in this episode, visit tammacapital.com/podcast. Follow Paul on LinkedIn. Resources Featured in This Episode: What Game Are You Playing Why Behavior Beats Spreadsheets Places to Hide Aren't Roadblocks

    11 min
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Welcome to the Emotional Balance Sheet, the financial planning podcast for working parents who are building careers and raising kids at the same time. If you and your spouse are both senior-level professionals, raising kids in school or college, and are tired of stitching together four different specialists to run your financial life, this show is built for you. Each conversation tackles the planning conversations real families are having: education costs, retirement timing, equity compensation, career transitions, estate coordination, and the emotional weight that lies beneath it all. Hosted by Paul Fenner, Certified Financial Planner®, Enrolled Agent, and founder of TAMMA Capital. Paul is also a parent to four kids, including a set of triplets, so he knows the pace firsthand. TAMMA Capital is a private family office that brings financial planning, tax, and investments under one umbrella. To schedule a conversation, visit www.tammacapital.com or email pfenner@tammacapital.com.

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