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Emotional Balance Sheet with Paul Fenner
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Paul Fenner
Welcome to the Emotional Balance Sheet, the financial planning podcast for working parents who are building careers and raising kids at the same time. If you and your spouse are both senior-level professionals, raising school-age or college-age kids, and are tired of stitching together four different advisors to run your financial life, this show is built for you. Each episode tackles the planning conversations real families are having: education costs, retirement timing, equity compensation, career transitions, estate coordination, and the emotional weight that sits underneath all of it. Hosted by Paul Fenner, Certified Financial Planner®, Enrolled Agent, and founder of TAMMA Capital. Paul is also a parent to four kids, including a set of triplets, so he knows the pace firsthand. TAMMA Capital is a private family office that brings financial planning, tax, and investments under one umbrella. To schedule a conversation, visit www.tammacapital.com or email pfenner@tammacapital.com.
Welcome to the Emotional Balance Sheet, the financial planning podcast for working parents who are building careers and raising kids at the same time. If you and your spouse are both senior-level professionals, raising school-age or college-age kids, and are tired of stitching together four different advisors to run your financial life, this show is built for you. Each episode tackles the planning conversations real families are having: education costs, retirement timing, equity compensation, career transitions, estate coordination, and the emotional weight that sits underneath all of it. Hosted by Paul Fenner, Certified Financial Planner®, Enrolled Agent, and founder of TAMMA Capital. Paul is also a parent to four kids, including a set of triplets, so he knows the pace firsthand. TAMMA Capital is a private family office that brings financial planning, tax, and investments under one umbrella. To schedule a conversation, visit www.tammacapital.com or email pfenner@tammacapital.com.
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