Ep.29 – The College Planning Process Part 1: Cruel Optimism

Paul FennerPodcast

College planning process

Are you concerned about the rising costs of college?  What college or university would best fit your kids? Or curious about how critical a mentor for your kids in college could be? In this podcast series, we discuss a college planning process that takes a comprehensive look at how to plan. Subscribe to the show on Apple Podcast |Google Podcast … Read More

Ep.28 – Justin Brighter – Entrepreneurs and Passing the Bus Test

Paul FennerPodcast

Justin Bright entrepreneur

Entrepreneurs should be able to pass the bus test if they want to ensure a successful, sustainable company. Listen to serial entrepreneur Justin Brighter discuss his learnings from starting three businesses. Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify What is the difference between seizing an opportunity and not?  The ability to take action … Read More

How To Start Saving For Your Child’s Education At Almost Any Age

Paul FennerEducation Planning, Life Transitions, Personal Finance

By Paul Fenner, CFP®, ChFC®, CRPS® The general consensus is that parents should start saving for their child’s tuition when they are very young, which will allow the money invested to increase exponentially in value. However, for some parents, particularly those who are still paying off their own student debt or who may have underfunded retirement accounts, contributing significant amounts … Read More

Ep.26 – Chris Dyer – Finding an Opportunity to Change How We Work

Paul FennerPodcast

Chris Dyer

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Have you ever heard the phrase, “never let a good crisis go to waste?” Whether it is a global pandemic, a housing crash, or a great financial recission, recognizing and seizing an opportunity can be a life-changer. This is precisely what Chris Dyer decided to do … Read More

Ep.25 – Daniel Crosby – Seeing the World Through New Eyes

Paul FennerPodcast

Daniel Crosby

Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Did you know that financial planning is more emotional than it is financial?  That your cognitive biases help to shape your lifestyle and financial decisions? Daniel Crosby is a psychologist and behavioral finance expert who wrote the book on investor and financial psychology that dovetails into … Read More

We Can’t Grow Without Our Families

Paul FennerLifestyle, Personal Finance, Portfolio Management

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

Paul FennerPodcast

Mark Salisbury

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?

Paul FennerTax Planning

Taxes

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