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.233 – What To Do When The Plan Stops Working
Your financial plan will break. When it does, what will you protect at all costs? What will you let go of? The answer reveals what actually matters.
Ep.232 – Dr. Jennifer Dragonette – The Price and Pressure to Create Perfect Memories
Why do family vacations feel like obligations? The opportunities we give our kids often become the pressure we put on ourselves. Here’s how to break the cycle.
Ep.231 – Paul Fenner – Can We Really Do That
Maxing out your 401(k) while living paycheck to paycheck isn't financial security. It's fragility with a good retirement balance.
Ep.230 – Paul Fenner – Why Quiet Time Is Your Most Valuable Financial Skill
Busy parents make financial decisions from exhaustion, not clarity. One family's breakthrough came from quiet, not more data.
Ep.229 – Paul Fenner – When Money Buys Everything Except the Time to Enjoy It
You're earning more but controlling less of your time. What if financial success is costing you the life you're working so hard to build?
Ep. 228 – Paul Fenner – Places to Hide Aren't Roadblocks
What you're calling a roadblock might actually be fear. After 20 years of watching people stay stuck, here's what I've learned.
Ep. 227 – Paul Fenner – Why Behavior Beats Spreadsheets
Two families. Same plan. Opposite choices. Why what you do with your money matters more than what you know about it.
Ep. 226 – Paul Fenner – You Can Always Make More Money
Knowing how many summers you have left with your kids at home can change everything about how you spend your time and your money.
Ep. 225 – Paul Fenner - What Game Are You Playing
Your Instagram feed is full of beach vacations you can't afford. But what if you're not behind? What if you're just playing a different game?
Ep. 224 – Dr. Jennifer Dragonette – Why Your Goals Keep Failing
Most resolutions fail because they're disconnected from purpose. George Kinder's three questions can help you find what actually matters.
Ep. 223 – Paul Fenner – Inflated Expectations: The Hidden Force Undermining Financial Peace
Discover why wealth grows slower than our desires, how constant comparison fuels anxiety, and actionable steps to shift from chasing “more” to compounding meaningful habits for lasting emotional and financial wellbeing
Ep. 222 – Paul Fenner – Are you Rich Yet? Why Families Still Struggle to Feel Wealthy
Achieving a higher income or greater material comfort doesn’t automatically translate into feeling “rich”—the real challenge is learning to stop moving the goalposts
Ep. 221 – Paul Fenner – Bucket List Items Don't Need To Be Big
Bucket list items don't have to be big or grand; it's often the small, everyday adventures and meaningful experiences
Ep. 220 – Paul Fenner – Not All Struggles Are Due to Laziness
What if not all success is earned and not all struggle is deserved? This week, I dig into something we don't talk about enough: the role of luck, circumstance, and timing in how our lives turn out. When you're managing money, kids, and everything else, it's easy to believe you earned every good thing and failed at every hard thing. But that's not the whole story.
Ep. 219 – Paul Fenner – Money is a Number, Emotions are Stories
Struggling to find emotional balance with your finances? In this episode of the Emotional Balance Sheet podcast, host Paul Fenner explores the powerful intersection of money and emotions, asking if we've given money a job it can't do—like solving our fears and anxieties. Drawing insights from Carl Richards’ new book and his own work with families, Paul shares why chasing financial “enough” is a moving target and discusses how purpose, storytelling, and life stages shape our financial decisions. Tune in for practical wisdom on aligning your money mindset with your true values and enjoying a more fulfilling financial journey.
Ep. 218 – Dr. Jennifer Dragonette – Navigating Positive and Negative Sentiment in Financial Planning and Family Life
Discover powerful insights on relationship dynamics in this episode of Emotional Balance Sheet, featuring Dr. Jennifer Dragonette and Jill Benedict. Join the conversation as they unpack the concepts of positive vs. negative sentiment override in marriages, parenting, and everyday connections. Drawing on real-life examples and John Gottman's evidence-based research, this candid discussion explores scorekeeping, affirmation bias, and practical strategies to foster healthier, more connected relationships at home and beyond. Perfect for parents, couples, and anyone seeking emotional awareness and growth. Tune in and learn how to strike harmony and balance in your most important relationships.
Ep. 217 – Paul Fenner – Parenting and Portfolios: How Life's Chaos Brings Unexpected Calm
Discover how parenting and financial planning intersect in this insightful episode of the Emotional Balance Sheet podcast with presenter Paul Fenner. Drawing on his experiences as a parent of teenage triplets and as a wealth advisor, Paul explores navigating life's challenges, managing financial "noise," and finding hope in uncertainty. Learn how to stay calm during economic turmoil, government shutdowns, and everyday stress, with lessons that apply at home and in your financial life. Tune in for practical advice and a fresh perspective on making lemonade out of life's lemons.
Ep. 216 – Dr. Jennifer Dragonette – How to Thrive, Not Survive, The Holiday Season Financially & Emotionally
Get ready to thrive—not just survive—this holiday season! In this episode of the Emotional Balance Sheet podcast, Paul Fenner and Dr. Jennifer Dragonette dive into the biggest emotional challenges of the holidays: financial pressures, family dynamics, grief, job loss, and the weight of expectations. Discover practical tips for honest conversations, setting boundaries, and finding real joy amidst seasonal stress. If you're looking for expert-backed strategies to enjoy the holidays with more balance and less burnout, tune in now and make this year-end your most mindful yet.