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.174 – Dr. Teryn Clarke – The Brain’s Role in Goal Achievement and Parenting
Explore the evolving dynamics of parenting, the art of setting realistic financial and lifestyle goals, and the neurological underpinnings of goal achievement. This insightful episode delves into the journey from directive to collaborative approaches in both parenting and professional guidance, offering listeners practical advice on cultivating SMART goals and building lasting habits. Perfect for parents, financial planners, and health professionals seeking a balanced approach to life's transitions and goal-setting.
Ep.173 – Paul Fenner – 16 Days That "Made" 2024
Kick off 2025 with Paul Fenner on Emotional Balance Sheet as he dissects the 16 critical trading days that defined the S&P 500's 23% surge in 2024. Learn key insights on market trends, portfolio management strategies, and predictions for the new year. Perfect for investors seeking to align their wealth management plans.
Ep.172 – Dr. Jennifer Dragonette – Learning How to Use Time as a Resource
Discover practical strategies for time management and self-care in our latest episode of "Emotional Balance Sheet" with Dr. Jennifer Dragonette and host Paul Fenner. Learn how to track your time effectively, set boundaries, and prioritize personal values to reduce anxiety and enhance your quality of life. Tune in for insights on managing overcommitment, practicing mindfulness, and balancing life's demands. Listen now and take control of your time!
Ep.171 – Dr. Teryn Clarke – Preventing Alzheimer's: The Power of Cognitive Exercise
Discover the significance of cognitive exercises and lifestyle changes in preventing cognitive decline and Alzheimer's. Dr. Teryn Clarke joins Paul Fenner on the Emotional Balance Sheet podcast to discuss brain health, the impact of early education, and effective strategies for maintaining cognitive function. Learn about gamified cognitive programs, practical brain use, and motivational insights for better outcomes. Listen now for expert advice on optimizing your brain's health and function
Ep.170 – Jill Benedict – Planning Family Vacations: Cruise or All-Inclusive Resort
Discover the ultimate family vacation tips in our latest episode of Emotional Balance Sheet! Host Paul Fenner and travel expert Jill Benedict break down the pros and cons of cruises vs. all-inclusive resorts, explore budgeting strategies, and share personal travel stories. Ideal for parents planning their next getaway, this episode offers expert advice on how to choose the best vacation for your family’s needs and budget. Tune in to learn how to make the most of your travel plans with insights into cost considerations, excursions, and booking tips.
Ep.169 – Dr. Jennifer Dragonette – Uncovering Core Values for Financial Clarity and Emotional Balance
Discover how to align your financial decisions with your core values in this insightful episode of Emotional Balance Sheet. Join host Paul Fenner and guest Dr. Jennifer Dragonette as they explore the emotional influences on financial planning, the challenges retirees face, and practical exercises for identifying and living by your true values. Perfect for listeners looking to balance their financial goals with life's deeper purposes.
Ep.168 – Ayelet Fischbach – The Science of Motivation and Strategies to Help You Achieve Your Purpose
Discover the secrets to motivation and goal achievement in this episode of the Emotional Balance Sheet podcast. Host Paul Fenner welcomes back expert Ayelet Fishbach to discuss her book "Get It Done," explore the Gold Gradient Effect, Fresh Start Effect, and Temptation Bundling. Learn how to reframe discomfort, manage job transitions, set financial goals, and maintain long-term motivation. Tune in for insights into balancing life's challenges with achieving personal and financial stability.
Ep.167 – Paul Fenner – Is the Election Over Yet?
Discover key portfolio management insights in our latest episode of Emotional Balance Sheet with Paul Fenner. Learn why doing nothing can sometimes be the best strategy amidst election uncertainties and market fluctuations. Tune in for expert advice on balancing economic views and company-specific research. Recorded on October 30th, released November 7th.
Ep.166 – Dr. Teryn Clarke – Building Healthy Habits: Overcoming Fear and Anxiety Through Tiny Changes
Unlock the secrets to overcoming fear and building lasting habits in health and financial planning with Dr. Teryn Clarke! Dive deep into the brain's role in habit formation, the power of affirmations, and the compounding effect of small, positive changes. Discover actionable strategies and insights on how to take the first step toward achieving your goals today.
Ep.165 – Dr. Jennifer Dragonette – How to Use Emotions as Information
Discover how to harness the power of emotions to make better financial and life decisions in this episode of Emotional Balance Sheet. Host Paul Fenner and guest Dr. Jennifer Dragonette discuss emotions as information, overcoming career setbacks, and finding agency in life's challenges. Tune in for actionable insights on boosting emotional intelligence and achieving your life's purpose.
Ep.164 – Why Politics Should Stay Out of Your Portfolio
Discover why keeping politics out of your portfolio can lead to greater financial success. Join host Paul Fenner as he explores historical stock market performance across Presidential administrations, debunking common myths about political impact on investments. Featuring data insights and expert analysis, this episode highlights the importance of emotional and physical health in wealth planning.
Ep.163 – Dr. Teryn Clarke – The Hidden Dangers of Seed Oils for Brain Health
Discover the hidden dangers of seed oils on brain health with Dr. Teryn Clarke. Learn how seed oils impact inflammation and cognitive function, and get actionable tips to reduce your intake. Tune in to the Emotional Balance Sheet podcast with Paul Fenner for this eye-opening discussion
Ep.162 – Jill Benedict – How to Master and Save Money on Family Vacations
Learn how to optimize family vacation costs, secure the best deals on Disney trips, and navigate room configurations. Jill shares her experiences in travel planning, safety tips, and financial advice to ensure stress-free, memorable vacations. Perfect for families seeking budget-friendly adventures without compromising on fun!
Ep.161 – Unlocking Your Personal Power: Embrace Your Control
Discover the power you hold in your financial and emotional decisions. In this episode, Paul delves into how acknowledging and harnessing control can transform your life. Listen as he shares insights from his planning season and introduces expert perspectives on emotional and financial well-being.
Ep.160 – Dr. Jennifer Dragonette – Understanding the Role of Money Conversations in Relationships
Discover how movement, curiosity, and understanding can enhance communication in relationships. Learn how exploring values, upbringing, and personal histories can bridge gaps around money matters and build empathy. Overcome fear and shame to foster intimacy and open dialogue with your partner. Tune in for insights on navigating financial and emotional challenges in your relationship
Ep.159 – Dr. Teryn Clarke – Unlocking Brain Health: The Power of Time-Restricted Eating
Discover how lifestyle choices impact brain health in this insightful conversation with Dr. Teryn Clarke and Paul Fenner. Learn actionable tips on improving cognitive function through diet, exercise, and sleep to support long-term wellness and Alzheimer's prevention.
Ep.158 – Tom McCarthy – Navigating the Housing and Interest Rate Markets with Trust and a Slice of Humor
In this comprehensive discussion on the housing market, industry experts delve into the intricate factors affecting home affordability and market dynamics. From the psychological impacts of interest rate changes to the real-world implications for builders and buyers, the conversation offers valuable insights into how current and future economic conditions could shape the housing landscape. Discover how interest rates, builder incentives, and market psychology intertwine to influence your decision-making process, and explore practical advice for navigating today’s housing market effectively.
Ep.157 – Multiple Retirement Options to Choose
Explore the concept of a "hybrid retirement" where you can continue leveraging your skills for fulfillment and financial benefits. Learn how early planning and ongoing conversations can help you redefine retirement to fit your unique needs.