By Paul Fenner, CFP®, ChFC®, CRPS® At TAMMA Capital, our business is different from other businesses in a few ways, but perhaps one of the main differences is how we grow and flourish. Our growth is primarily attributed to our client families who let their friends and family know who we are and what we do. We are incredibly grateful … Read More
Mark Salisbury – Walking the Tightrope of College Planning
Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify What if you were about to make a massive investment but were unsure what you would have to pay for the investment? Add on the fact; this investment would be one of the most emotional decisions that you would make not only in your life but … Read More
Did You Know That There is a Taxpayer Bill of Rights?
There is indeed a Taxpayer Bill of rights and you can access it here on the IRS website. There are ten components of your taxpayer bill of rights. I believe that the most important right is your right to be informed. Per the IRS Taxpayers have the right to know what they need to do to comply with the tax … Read More
Everyone Has a Story
Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify You often hear the phrase, “when life hands you lemons, you make lemonade.” We don’t need to be in a global pandemic for this phrase to ring true. Imagine a doctor staring you in the eyes and says, “congratulations, you are having triplets.” As much as … Read More
Ep.22 – Kim Shepherd – Working Remote
Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify What if you found yourself 20 years ahead of a curve that no one saw coming? Could you imagine what working remotely full-time was 20 years ago? This is precisely where Kim Shepherd was at the turn of 2000. A common theme with this podcast is … Read More
What We Do & How We Can Help
By Paul Fenner, CFP®, ChFC®, CRPS® It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have essential responsibilities like raising multiple children and providing for your family. When you need help, how do you know who to turn to? Who can you rely on to understand your life and guide … Read More
Ep.20 – Brenda Meller – Social Media Pie
Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify “Have you filled a bucket today” is a book that I read to my kids growing up about being kind and giving back to others. When it comes to your professional and personal networks and relationships, how much are you giving back? How full is your … Read More
Why I Became A Financial Advisor
By Paul Fenner, CFP®, ChFC®, CRPS® Growing up I had a front-row seat to the anxiety and angst financial insecurity causes. My family was middle class, maybe slightly below, and I knew from a young age that there had to be a better way. Couple that background with a fascination with the stock market, and the seeds of a future … Read More
Ep.20 – Rich Spriggle – A Net-Giver Focused on Helping People “Between Successes”
Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify 80% of jobs come from networking. And 80% of those jobs come from a third level connection. A friend of a friend of a friend. Then why is it that 95% of people are not good at networking? Someone who knows a great deal about the … Read More
Ep.19 – Rebecca Maxcy – How to Talk With Your Kids About Money
Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Research shows that parents are the most influential factors in their kids’ money life development. What you model to your kids growing up lays the foundation for how they think and treat money into adulthood. So how do you model good financial decision making for your … Read More