Welcome to the Emotional Balance Sheet, the go-to podcast for parents with multiple kids, especially those with twins, triplets, or more, who are navigating the maze of modern family life and personal finance.
Whether you're overwhelmed by education costs, retirement planning, career transitions, or trying to define your purpose and plan, we're here to guide you with empathy, expertise, and encouragement.
Hosted by Paul Fenner, Founder of TAMMA Capital, a Certified Financial Planner®, and parent to 4 kids, including a set of triplets, our podcast is your ally in the quest for financial peace of mind, proving that money matters, but family comes first.
We understand that today's parents are juggling multiple financial and lifestyle priorities. That's why each episode is packed with actionable insights and real-world solutions that fit the needs of busy families.
Subscribe now and join our community of empowered parents at tammacapital.com.
It is a Parent's Guide to Financial and Emotional Wellbeing.
You will find links to each episode and the corresponding show notes at the bottom of this page.
Email us at pfenner@tammacapital.com with any feedback, recommendations, or questions.
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Ep. 198 – Marisa Lonic – Inside the Family Office: A Family's Journey Working with a Financial Advisor
Explore the realities of working with a financial advisor in this candid episode of the Emotional Balance Sheet podcast. Host Paul Fenner welcomes back Marisa Lonic to discuss her family's firsthand experience navigating financial planning, life transitions, and the emotional aspects of money management. Discover what to expect during the advisor onboarding process, the importance of vulnerability in both finances and parenting, and how professional coaching and trusted advice can transform your family's future. Perfect for busy parents, couples considering a financial advisor, or anyone seeking insightful tips on balancing careers, family, and personal growth. Listen now for actionable advice and real stories from those who've been through it.
Ep. 197 – Paul Fenner – Focusing on What Never Changes
Explore the timeless principles of personal finance and emotional well-being in this episode of the Emotional Balance Sheet podcast. Host Paul Fenner shares key takeaways from Morgan Housel’s wisdom, diving into topics like human nature, the power of compounding, managing expectations, handling unexpected risks, and embracing duality in life and investing. Discover practical insights on building lasting wealth, finding happiness, and focusing on what truly never changes—both in your financial journey and personal growth. Perfect for anyone seeking steady guidance in a changing world.
Ep. 196- Paul Fenner - How Parenting Challenges Shape Real-World Financial Advice
Discover how real-life parenting challenges shape practical financial advice. Host Paul Fenner shares personal stories about fatherhood, empathy, and building deeper connections with families to help them achieve their financial goals. Learn why understanding emotions and setting realistic expectations are essential for effective financial planning, from saving for college to retirement.
Ep. 195 – Dr. Jennifer Dragonette – Spending vs Saving: Tools for Couples to Align Money Values and Find Harmony
Explore common financial conflicts, how childhood experiences shape money attitudes, and proven ways to find alignment on values and financial goals. Discover actionable tips for holding calm money conversations, setting financial “date nights,” and breaking free from the saver vs. spender cycle. Perfect for couples looking to strengthen their financial partnership while maintaining emotional connection.
Ep. 194 - Paul Fenner - Tariffs, Taxes & Tumult: What Investors Need to Know This Summer
What investors need to know about new tax legislation—the so-called "big beautiful bill"—and ongoing tariff debates. Discover how these policy changes could impact your portfolio, why media hype often outweighs real risk, and practical tips for aligning your investments with your long-term goals. Stay informed and confident through the tumult of tariffs and taxes—listen in now for calm, actionable insights!
Ep. 193 – Rob Moore – Everything You Wanted to Know About Investing in Farmland but Were Afraid to Ask
Discover why farmland is a unique, low-risk, and inflation-hedged asset class ideal for portfolio diversification. Learn how platforms like AcreTrader make it easy to invest in productive U.S. farmland, what to consider before investing, and the differences between owning farmland, real estate, and traditional stocks or bonds. Listen now for expert insights, tips, and firsthand experiences in agricultural investing.
Ep. 192 – Paul Fenner – Aligning Assets and Liabilities: The Role of Temporal Diversification
Explore the intriguing concept of temporal diversification in the latest episode of the "Emotional Balance Sheet" podcast. Host Paul Fenner delves into how aligning assets with liabilities can mitigate the emotional impact of market fluctuations. Learn about the probability of positive returns across various timeframes, from monthly to 20-year periods, and discover strategies for long-term financial planning, whether it's for retirement, college savings, or buying a home. Tune in to understand how matching liabilities with diversified investments can lead to a more predictable financial future. Don't miss this insightful discussion on achieving financial stability amidst market uncertainties.
Ep. 191 - Ben Feller – Behind the Scenes at the White House: The Emotional Impact of Life Transitions
Explore the power and challenges of modern journalism in this episode of the Emotional Balance Sheet podcast, as host Paul Fenner talks with former AP White House correspondent Ben Feller. Dive into behind-the-scenes insights on media access, press freedom, and the evolving news landscape—from the role of the AP and fact-based reporting, to navigating bias, emotions, and trust in today’s headlines. Perfect for anyone seeking a deeper understanding of how the news impacts everyday decisions, personal finance, and emotional well-being. Listen now for actionable advice on finding reliable information, balancing facts with emotions, and thriving through life’s transitions.
Ep. 190 – Paul Fenner – Helping Families Navigate Financial and Emotional Worries
Discover how to navigate uncertain times in financial markets. Host Paul Fenner discusses the common worries people face and how to effectively manage emotional and financial decisions. Learn about the importance of understanding what people truly seek—be it help, to be heard, or comfort—and why sometimes doing nothing is the best approach when you have a solid long-term plan. Join us for insights on managing stress, navigating market noise, and making sound emotional decisions.
Ep. 189 – Dr. Jennifer Dragonette – Building Bridges in Relationships: The Impact of ‘Yes And’ on Understanding
In this compelling episode of Emotional Balance Sheet, we explore how simple, intentional communication techniques can deepen emotional connection and reduce conflict in personal relationships. From the powerful ‘dear man’ strategy to the subtle impact of replacing "but" with "and," this episode offers relatable examples and listener stories that highlight practical ways to strengthen how we relate to those we care about most.
Ep.188 – Paul Fenner – Money Can Buy Happiness: Up to a Point
Discover the intricate relationship between money and happiness in this thought-provoking episode of the Emotional Balance Sheet podcast. Host Paul Fenner dives deep into whether more money truly leads to increased happiness, exploring concepts like financial freedom, emotional challenges, and the pitfalls of comparison. With insights inspired by Morgan Housel, Paul shares five key points about how to align your finances with your values to achieve true peace of mind. Tune in to learn why genuine contentment goes beyond wealth and how personal fulfillment requires more than financial stability.
Ep. 187 – Paul Fenner – Your Holding Period Matters Most
Delve into market trends, the importance of aligning assets with objectives, and why maintaining a long-term view can significantly increase your chances of positive returns. With visual aids and insightful data, gain a clearer understanding of market fluctuations and how to navigate them with confidence. Listen in to learn why having a financial plan is your anchor amidst market volatility.
Ep.186 – Dr. Jennifer Dragonette – Bridging the Gap Between Financial Anxiety and Reality
Join host Paul Fenner and guest Dr. Jennifer Dragonette in this insightful episode of "Emotional Balance Sheet" as they dive into Acceptance Commitment Therapy (ACT) and its application in financial planning. Discover how ACT principles such as mindfulness, cognitive defusion, and values identification can help individuals like Maeve tackle the anxiety of transitioning to retirement and spending money. Learn how embracing psychological flexibility and focusing on core values can lead to a fulfilling retirement. Don't miss this episode that offers both theoretical and practical insights to achieve emotional and financial well-being.
Ep. 185 – Paul Fenner – What To Do When Your Hair Is On Fire
In this episode of the "Emotional Balance Sheet" podcast, host Paul Fenner discusses strategies for managing life's most stressful seasons. Tune in to hear insights on how offering genuine support can make a difference and why sometimes, actions speak louder than words. Learn how you can offer meaningful support when it matters most.
Ep.184 – Dr. Jennifer Dragonette – Managing Anxiety in Market Meltdowns
In this episode of Emotional Balance Sheet, host Paul Fenner engages in a thoughtful discussion with Dr. Jennifer Dragonette on managing anxiety amid stock market fluctuations. They delve into the psychological aspects of financial uncertainty, exploring ways to harmonize the rational and emotional mind. The conversation highlights practical strategies for coping, such as focusing on long-term perspectives, practicing gratitude, and identifying "glimmers" of safety and positivity.
Ep.183 – Matt Zeigler – Transforming Consumer Mode to Creator Mode
Join host Paul Fenner in this engaging episode of the Emotional Balance Sheet, where he sits down with guest Matt Zeigler to explore the intersection of financial planning and emotional well-being. Discover how cultivating a personal archive can empower you to navigate life's transitions with confidence. Gain insights into turning down the noise of politics and market fluctuations, and learn how having a clear purpose can serve as your financial North Star. This episode also delves into the dynamics of effective financial advising, with stories and analogies that make complex concepts relatable. Tune in for a conversation filled with practical wisdom, human stories, and a touch of humor.
Ep.182 – Dr. Jennifer Dragonette – How to Find Personal Fulfillment
Discover the intersection of trauma, psychological resilience, and rock climbing in this enlightening episode of Emotional Balance Sheet. Host Paul Fenner welcomes back Dr. Jennifer Dragonette as they discuss her unique journey in mental health, her niche working with rock climbers, and the importance of living according to one's values and purpose. Tune in for insights on managing career transitions, the therapeutic parallels between climbing and life, and overcoming fear and anxiety. Perfect for those navigating life's challenges and seeking professional growth.
Ep. 181 – Dr. Teryn Clarke – Balancing Meals on the Go Healthy Choices for Busy Families
Learn about the nutritional needs of both adults and active kids, the impact of protein on neurotransmitter production, and practical tips for making healthier food choices even on the go. Don't miss these valuable insights into nourishing your brain and body.