…

Emotional Balance Sheet with Paul Fenner

…

TAMMA Capital

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.

#192

Cutting Through the Noise: Removing Distractions for Decision Making - Paul Fenner

Have you missed me on Instagram or Facebook? It's been two months since I shut down my accounts on those platforms, and I have not received one request for me to come back on. My point gets to the heart of the topic I am talking about today, the concept of 'noise' in decision-making, particularly in financial planning and portfolio management. There is a strong need to filter out irrelevant information, especially political noise, to focus on what truly impacts your personal and financial life. I share a few personal anecdotes to illustrate how I manage the noise in my life and work, advocating for a mindful approach to information consumption. Connect with Paul Contact Paul <a href= "https://www.tammacapital.com/contact" target="_blank" rel= "noopener">here</a> or schedule a time to meet with Paul <a title="free alignment meeting" href= "https://calendly.com/tamma/alignmentmeeting" target="_blank" rel= "noopener">here</a>. For resources discussed in this episode, visit [tammacapital.com/podcast] (https://tammacapital.com/podcast/) . Follow Paul on <a href= "https://www.linkedin.com/in/paulfennercfp/">LinkedIn</a> and [YouTube] (https://www.youtube.com/@tammacapital) . And feel free to email Paul at <a href= "mailto:pfenner@tammacapital.com">pfenner@tammacapital.com</a> with any feedback, questions, or ideas for future guests and topics. Resources Featured in This Episode: <a href= "https://www.tammacapital.com/blog/the-impact-of-politics-on-financial-planning-navigating-market-trends"> The Impact of Politics on Financial Planning: Navigating Market Trends</a> <a href= "https://www.tammacapital.com/blog/its-all-inside-your-head?rq=noise"> It's All Inside Your Head</a> <a href= "https://www.tammacapital.com/podcast/ep-97-jason-feifer-build-for-tomorrow-an-action-plan-for-embracing-change?rq=noise"> Build for Tomorrow: An Action Plan for Embracing Change</a> ... Read more

18 hrs Ago

09 MINS

09:07

18 hrs Ago

#191

Navigating Anxiety: Strategies for Managing Stress in a New Year - Dr. Jennifer Dragonette

In this conversation, Dr. Jen Dragonette and Paul Fenner explore the pervasive issue of anxiety, particularly during the start of a new year and in the context of recent societal events. Dr. Jen highlights the physical manifestations of anxiety, the importance of understanding its nature, and the role of mindset in managing anxious thoughts. Our conversation emphasizes the concept of agency, the need for connection, and the power of communication in overcoming feelings of isolation and fear. Through personal anecdotes and professional insights, they provide listeners with strategies to cope with anxiety and foster emotional wellness. Please enjoy my conversation with Dr. Jenifer Dragonette. Connect with Paul Contact Paul <a href= "https://www.tammacapital.com/contact" target="_blank" rel= "noopener">here</a> or schedule a time to meet with Paul <a title="free alignment meeting" href= "https://calendly.com/tamma/alignmentmeeting" target="_blank" rel= "noopener">here</a>. For resources discussed in this episode, visit [tammacapital.com/podcast] (https://tammacapital.com/podcast/) . Follow Paul on <a href= "https://www.linkedin.com/in/paulfennercfp/">LinkedIn</a> and [YouTube] (https://www.youtube.com/@tammacapital) . And feel free to email Paul at <a href= "mailto:pfenner@tammacapital.com">pfenner@tammacapital.com</a> with any feedback, questions, or ideas for future guests and topics. Resources Featured in This Episode: ... Read more

23 Jan 2025

29 MINS

29:12

23 Jan 2025

#190

The Brain’s Role in Goal Achievement and Parenting Dr. Teryn Clarke

We all know this time of year spurs great interest in setting goals and resolutions, but do you know the difference between the two? Dr. Teryn Clarke, our resident neurologist expert, walks us through the difference between goals and resolutions and why we should focus on goals and not resolutions. Specifically, we address the acronym SMART when setting goals. We explore the vital role of tiny wins in habit building and the rewarding shift in medicine and financial planning towards a more collaborative, lifestyle-centric approach. As an added bonus, Dr. Teryn and I reflect on the transitions from daily parenting struggles to the satisfaction of seeing our children become independent adults. Please enjoy my conversation with Dr. Teryn Clarke Connect with Paul Contact Paul <a href= "https://www.tammacapital.com/contact" target="_blank" rel= "noopener">here</a> or schedule a time to meet with Paul <a title="free alignment meeting" href= "https://calendly.com/tamma/alignmentmeeting" target="_blank" rel= "noopener">here</a>. For resources discussed in this episode, visit [tammacapital.com/podcast] (https://tammacapital.com/podcast/) . Follow Paul on <a href= "https://www.linkedin.com/in/paulfennercfp/">LinkedIn</a> and [YouTube] (https://www.youtube.com/@tammacapital) . And feel free to email Paul at <a href= "mailto:pfenner@tammacapital.com">pfenner@tammacapital.com</a> with any feedback, questions, or ideas for future guests and topics. ... Read more

16 Jan 2025

33 MINS

33:22

16 Jan 2025

#189

16 Days That "Made" 2024

Welcome to "Emotional Balance Sheet," and a Happy New Year to all our listeners! Back from a refreshing holiday break with my family, I wanted to take a retrospective look at the financial markets in 2024—a year marked by fascinating highs and lows. I'll break down the key moments that drove the S&P 500 to a 23% gain, highlighting just 16 critical trading days among 252. Most importantly, we'll discuss the implications for your wealth management and portfolio strategies as we navigate the new year. Whether you're just starting out or planning for retirement, staying diversified and consistently invested are crucial takeaways. Connect with Paul Contact Paul <a href= "https://www.tammacapital.com/contact" target="_blank" rel= "noopener">here</a> or schedule a time to meet with Paul <a title="free alignment meeting" href= "https://calendly.com/tamma/alignmentmeeting" target="_blank" rel= "noopener">here</a>. For resources discussed in this episode, visit [tammacapital.com/podcast] (https://tammacapital.com/podcast/) . Follow Paul on <a href= "https://www.linkedin.com/in/paulfennercfp/">LinkedIn</a> and [YouTube] (https://www.youtube.com/@tammacapital) . And feel free to email Paul at <a href= "mailto:pfenner@tammacapital.com">pfenner@tammacapital.com</a> with any feedback, questions, or ideas for future guests and topics. Resources Featured in This Episode:<a name="_Hlk54247812" id= "_Hlk54247812"></a> <a href= "https://www.tammacapital.com/podcast/ep-164-why-politics-should-stay-out-of-your-portfolio?rq=politics"> Why Politics Should Stay Out of Your Portfolio</a> <a href= "https://www.tammacapital.com/podcast/ep-169-dr-jennifer-dragonette-uncovering-core-values-for-financial-clarity-emotional-balance"> Uncovering Core Values for Financial Clarity and Emotional Balance</a> <a href= "https://www.tammacapital.com/podcast/ep-168-the-science-of-motivation-and-strategies-to-help-you-achieve-your-purpose"> The Science of Motivation and Strategies to Help You Achieve Your Purpose</a> ... Read more

09 Jan 2025

15 MINS

15:14

09 Jan 2025

#188

Dr. Jennifer Dragonette – Learning How to Use Time as a Resource

Do you wish you had more time? If you did have more time for yourself, what would you do? Managing time and anxiety in a busy world, especially for parents, is an everyday occurrence. Our resident therapist expert, Dr. Jennifer Dragonette, and I continue to press forward with our conversations around defining our purpose and supporting them with our time. During our conversation, we explore the importance of mindfulness, the myth of multitasking, and practical strategies for finding time for self-care and meaningful activities. Dr. Jen emphasizes the need for boundaries, the value of saying no, and the significance of tracking time to gain awareness of how it is spent. An action item Dr. Jen has found beneficial with her patients is introducing the concept of a 'could-do' list and the 'pride practice' to help people focus on their values and celebrate their achievements. As always, we highlight the parallels between time and financial planning. Please enjoy my conversation with Dr. Jennifer Dragonette. Connect with Paul Contact Paul <a href= "https://www.tammacapital.com/contact" target="_blank" rel= "noopener">here</a> or schedule a time to meet with Paul <a title="free alignment meeting" href= "https://calendly.com/tamma/alignmentmeeting" target="_blank" rel= "noopener">here</a>. For resources discussed in this episode, visit [tammacapital.com/podcast] (https://tammacapital.com/podcast/) . Follow Paul on <a href= "https://www.linkedin.com/in/paulfennercfp/">LinkedIn</a>, <a href= "https://www.instagram.com/tammacapital/" target="_blank" rel= "noopener">Instagram</a>, and <a href= "https://www.facebook.com/tammacapital/">Facebook</a>. And feel free to email Paul at <a href= "mailto:pfenner@tammacapital.com">pfenner@tammacapital.com</a> with any feedback, questions, or ideas for future guests and topics. ... Read more

19 Dec 2024

37 MINS

37:02

19 Dec 2024

#187

Dr. Teryn Clarke – Preventing Alzheimer's: The Power of Cognitive Exercise

Dr. Teryn Clarke – Preventing Alzheimer's: The Power of Cognitive Exercise What if you could prevent cognitive decline such as dementia or Alzheimer's? Would you do it, even if it meant you had to make significant life changes? Dr. Teryn Clarke, our resident neurologist expert, discusses the significance of cognitive exercise for maintaining brain health and preventing cognitive decline, particularly Alzheimer's disease. Our conversation explores various cognitive exercises, the importance of lifelong learning, and the role of motivation in making lifestyle changes. Dr. Clarke emphasizes that while cognitive exercises can help preserve brain function, reversing cognitive decline is challenging once symptoms appear. The episode highlights the need for early intervention and the adoption of healthy habits to promote brain health. We discuss gamified cognitive programs, manual brain exercises, and the crucial concept of cognitive reserve, all actionable strategies for better brain health. Please enjoy my conversation with Dr. Teryn Clarke. Connect with Paul Contact Paul <a href= "https://www.tammacapital.com/contact" target="_blank" rel= "noopener">here</a> or schedule a time to meet with Paul <a title="free alignment meeting" href= "https://calendly.com/tamma/alignmentmeeting" target="_blank" rel= "noopener">here</a>. For resources discussed in this episode, visit [tammacapital.com/podcast] (https://tammacapital.com/podcast/) . Follow Paul on <a href= "https://www.linkedin.com/in/paulfennercfp/">LinkedIn</a>, <a href= "https://www.instagram.com/tammacapital/" target="_blank" rel= "noopener">Instagram</a>, and <a href= "https://www.facebook.com/tammacapital/">Facebook</a>. And feel free to email Paul at <a href= "mailto:pfenner@tammacapital.com">pfenner@tammacapital.com</a> with any feedback, questions, or ideas for future guests and topics. ... Read more

12 Dec 2024

38 MINS

38:07

12 Dec 2024

#186

Jill Benedict – Planning Family Vacations: Cruise or All-Inclusive Resort

Summary Where do you want to take your family on vacation? What vacation would work best for you and your family? These are the questions I explored with Jill Benedict, our resident vacation planning expert. Jill and I explore the various vacation options, including cruises and all-inclusive resorts, and provide insights on choosing the best vacation type based on family needs and preferences. Our conversation delves into the differences between cruise experiences and resort stays, highlighting factors such as room size, activities, and nightlife. We also touch on important budgeting for vacations, including drink packages and overall costs, helping you navigate your travel decisions effectively. Jill and I discuss the various aspects of travel planning, focusing on the cost comparisons between cruises and all-inclusive resorts, the hidden costs associated with theme park vacations, and the importance of budgeting for excursions. We also delve into managing additional costs on cruises, the best times to book, looking for deals, and future travel topics such as Europe and Alaska. Please enjoy my conversation with Jill Benedict. Connect with Paul Contact Paul <a href= "https://www.tammacapital.com/contact" target="_blank" rel= "noopener">here</a> or schedule a time to meet with Paul <a title="free alignment meeting" href= "https://calendly.com/tamma/alignmentmeeting" target="_blank" rel= "noopener">here</a>. For resources discussed in this episode, visit [tammacapital.com/podcast] (https://tammacapital.com/podcast/) . Follow Paul on <a href= "https://www.linkedin.com/in/paulfennercfp/">LinkedIn</a>, <a href= "https://www.instagram.com/tammacapital/" target="_blank" rel= "noopener">Instagram</a>, and <a href= "https://www.facebook.com/tammacapital/">Facebook</a>. And feel free to email Paul at <a href= "mailto:pfenner@tammacapital.com">pfenner@tammacapital.com</a> with any feedback, questions, or ideas for future guests and topics. ... Read more

05 Dec 2024

44 MINS

44:30

05 Dec 2024

#185

Dr. Jennifer Dragonette – Uncovering Core Values for Financial Clarity and Emotional Balance

Imagine trying to find your way in the dark without a light. Even if you have a plan, do you have a light to help show you the way? Our purpose and values are the light that helps to guide us along our lives and weaves itself into our financial plans. Our resident therapist expert, Dr. Jennifer Dragonette, helps us explore how deeply our emotions and core values influence financial decisions, especially as we transition through various life stages. Dr. Jen shares a fascinating exercise to help you quickly identify your core values, providing a clear lens through which you can assess and make financial choices that resonate with what truly matters to you. We also discuss the how confidence, fear, and intentionality play critical roles in managing finances effectively. Whether you're grappling with aligning financial actions to your life values or simply curious about understanding the barriers to your personal goals, this episode offers compelling perspectives and practical tools to help navigate your financial and emotional landscape. Please enjoy my conversation with Dr. Jennifer Dragonette. Connect with Paul Contact Paul <a href= "https://www.tammacapital.com/contact" target="_blank" rel= "noopener">here</a> or schedule a time to meet with Paul <a title="free alignment meeting" href= "https://calendly.com/tamma/alignmentmeeting" target="_blank" rel= "noopener">here</a>. For resources discussed in this episode, visit [tammacapital.com/podcast] (https://tammacapital.com/podcast/) . Follow Paul on <a href= "https://www.linkedin.com/in/paulfennercfp/">LinkedIn</a>, <a href= "https://www.instagram.com/tammacapital/" target="_blank" rel= "noopener">Instagram</a>, and <a href= "https://www.facebook.com/tammacapital/">Facebook</a>. And feel free to email Paul at <a href= "mailto:pfenner@tammacapital.com">pfenner@tammacapital.com</a> with any feedback, questions, or ideas for future guests and topics. ... Read more

21 Nov 2024

43 MINS

43:04

21 Nov 2024

#184

Ayelet Fischbach – The Science of Motivation and Strategies to Help You Achieve Your Purpose

Have you ever set a goal and wondered why is this really important to me? Or did you set an objective and lose your motivation while trying to achieve it? I welcome back to the show Professor Ayelet Fishbach, Eric J. Gleacher Distinguished Service Professor of Behavioral Science and Marketing at the University of Chicago. Ayelet is a motivation scientist and author of Get it Done: Surprising Lessons from the Science of Motivation. Ayelet is also known as the godmother of motivation! Ayelet sheds light on the low correlation between wealth, happiness, and success and emphasizes the importance of knowledge over sheer willpower. We discuss the role of situational awareness and the art of reframing to navigate obstacles and stay on track with your goals. Throughout the conversation, Ayelet shares actionable strategies for reframing discomfort as growth, anticipating obstacles, and continuously refining our understanding of what drives us. Whether you're facing financial decisions or personal growth challenges, we identify strategies to help you align your goals with your life's purpose. Please enjoy my conversation with Professor Ayelet Fishbach. Connect with Paul Contact Paul <a class="Hyperlink SCXW237557854 BCX0" href= "https://www.tammacapital.com/contact" target="_blank" rel= "noreferrer noopener">here</a> or schedule a time to meet with Paul <a class="Hyperlink SCXW237557854 BCX0" href= "https://calendly.com/tamma/alignmentmeeting" target="_blank" rel= "noreferrer noopener">here</a>. For resources discussed in this episode, visit <a class= "Hyperlink SCXW237557854 BCX0" href= "https://tammacapital.com/podcast/" target="_blank" rel= "noreferrer noopener">tammacapital.com/podcast</a>. Follow Paul on <a class="Hyperlink SCXW237557854 BCX0" href= "https://www.linkedin.com/in/paulfennercfp/" target="_blank" rel= "noreferrer noopener">LinkedIn</a>, <a class= "Hyperlink SCXW237557854 BCX0" href= "https://www.instagram.com/tammacapital/" target="_blank" rel= "noreferrer noopener">Instagram</a>, and <a class= "Hyperlink SCXW237557854 BCX0" href= "https://www.facebook.com/tammacapital/" target="_blank" rel= "noreferrer noopener">Facebook</a>. And feel free to email Paul at <a class="Hyperlink SCXW237557854 BCX0" href= "mailto:pfenner@tammacapital.com" target="_blank" rel= "noreferrer noopener">pfenner@tammacapital.com</a> with any feedback, questions, or ideas for future guests and topics. ... Read more

14 Nov 2024

48 MINS

48:11

14 Nov 2024

#183

Paul Fenner – Is the Election Over Yet?

By the time this episode is released, I sure hope we have an answer to who won the 2024 presidential election. I wanted to take a few minutes to explain my strategy of how I have handled this current election cycle, highlighting what I have done and, more importantly what I have not done. While tuning out the noise of the election is hard, patience and long-term strategies must win out vs. over-reactive decision-making based on political outcomes. Market performance is not solely dictated by what party is in power but rather by fundamental company performance and economic indicators. I encourage you to focus on your financial plan and the best ways to achieve it through our spending, savings, and investment strategies. Connect with Paul Contact Paul <a href= "https://www.tammacapital.com/contact" target="_blank" rel= "noopener">here</a> or schedule a time to meet with Paul <a title="free alignment meeting" href= "https://calendly.com/tamma/alignmentmeeting" target="_blank" rel= "noopener">here</a>. For resources discussed in this episode, visit [tammacapital.com/podcast] (https://tammacapital.com/podcast/) . Follow Paul on <a href= "https://www.linkedin.com/in/paulfennercfp/">LinkedIn</a>, <a href= "https://www.instagram.com/tammacapital/" target="_blank" rel= "noopener">Instagram</a>, and <a href= "https://www.facebook.com/tammacapital/">Facebook</a>. And feel free to email Paul at <a href= "mailto:pfenner@tammacapital.com">pfenner@tammacapital.com</a> with any feedback, questions, or ideas for future guests and topics. ... Read more

07 Nov 2024

08 MINS

08:13

07 Nov 2024

#182

Dr. Teryn Clarke – Building Healthy Habits: Overcoming Fear and Anxiety Through Tiny Changes

Dr. Teryn Clarke – Building Healthy Habits: Overcoming Fear and Anxiety Through Tiny Changes Do you ever wonder why fear takes over when trying to gain traction when it comes to your physical or financial health? Dr. Teryn Clake, our resident neurologist expert, is back to discuss why negative feedback loops are stronger than positive ones, making change difficult. Making changes is challenging due to the conflict between the primitive "lizard brain" (focused on immediate gratification) and the human prefrontal cortex (capable of long-term planning). Successful habit formation requires a three-pronged approach: resetting mindset, implementing tiny habits, and providing self-rewards. With insights from books like " [Atomic Habits] (https://amzn.to/4fH2Qo3) " by James Clear, Dr. Teryn explains how tiny, incremental changes can lead to significant, lasting improvements. Additionally, we cover how visualizing long-term success and using practical tools like habit trackers can help solidify new behaviors. Listen as we uncover strategies for overcoming fear to harness the benefits of time and compounding in health and finances. Please enjoy my conversation with Dr. Teryn Clake. Connect with Paul Contact Paul <a href= "https://www.tammacapital.com/contact" target="_blank" rel= "noopener">here</a> or schedule a time to meet with Paul <a title="free alignment meeting" href= "https://calendly.com/tamma/alignmentmeeting" target="_blank" rel= "noopener">here</a>. For resources discussed in this episode, visit [tammacapital.com/podcast] (https://tammacapital.com/podcast/) . Follow Paul on <a href= "https://www.linkedin.com/in/paulfennercfp/">LinkedIn</a>, <a href= "https://www.instagram.com/tammacapital/" target="_blank" rel= "noopener">Instagram</a>, and <a href= "https://www.facebook.com/tammacapital/">Facebook</a>. And feel free to email Paul at <a href= "mailto:pfenner@tammacapital.com">pfenner@tammacapital.com</a> with any feedback, questions, or ideas for future guests and topics. ... Read more

31 Oct 2024

36 MINS

36:35

31 Oct 2024

#181

How to Use Emotions as Information - Dr. Jennifer Dragonette

Every day, we are surrounded by our emotions. But how can we use our emotions as information rather than be bullied by them? Our resident therapist expert, Dr. Jennifer Dragonette, joins us once again to discuss the concept of emotions as information and explore how our feelings significantly impact our financial decisions, careers, and overall life choices. Dr. Jen shares practical techniques to navigate powerful emotions like fear and anger, emphasizing the importance of mindfulness, grounding, and understanding our values. She also introduces the concept of agency, helping us recognize that we have more control over our lives than we might realize. Whether you're dealing with a career setback, relationship challenges, or just seeking to improve your emotional intelligence, this conversation offers invaluable insights and actionable advice. We also highlight the crucial role of a supportive inner circle and how to effectively utilize our emotions to make better decisions and move forward. Please enjoy my conversation with Dr. Jennifer Dragonette. Connect with Paul Contact Paul <a href= "https://www.tammacapital.com/contact" target="_blank" rel= "noopener">here</a> or schedule a time to meet with Paul <a title="free alignment meeting" href= "https://calendly.com/tamma/alignmentmeeting" target="_blank" rel= "noopener">here</a>. For resources discussed in this episode, visit [tammacapital.com/podcast] (https://tammacapital.com/podcast/) . Follow Paul on <a href= "https://www.linkedin.com/in/paulfennercfp/">LinkedIn</a>, <a href= "https://www.instagram.com/tammacapital/" target="_blank" rel= "noopener">Instagram</a>, and <a href= "https://www.facebook.com/tammacapital/">Facebook</a>. And feel free to email Paul at <a href= "mailto:pfenner@tammacapital.com">pfenner@tammacapital.com</a> with any feedback, questions, or ideas for future guests and topics. ... Read more

24 Oct 2024

29 MINS

29:39

24 Oct 2024

Podurama

Home

Trending

Personal

Your Podcasts

New Episodes

My Files

Favourite Episodes

Tags (Folders)

Recently Played

Bookmarks

Followed Playlists