Emotional Balance Sheet with Paul Fenner

About Emotional Balance Sheet with 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 kids in school or college, and are tired of stitching together four different specialists to run your financial life, this show is built for you. Each conversation tackles the planning conversations real families are having: education costs, retirement timing, equity compensation, career transitions, estate coordination, and the emotional weight that lies beneath it all. 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.

Publisher

Paul Fenner

Category

education · kids & family

Language

en

Explicit

No

First episode

22 Sept 2020

Latest episode

8 Oct 2026

Latest episodes

21 of 422 episodes have a transcript.

1. 

   8 Oct 2026TRANSCRIPT

   Give Compounding More Runway

   Paul Fenner explains how extending your money's compounding runway significantly impacts achieving financial goals, revealing the true cost of delaying investment decisions.

2. 

   1 Oct 2026TRANSCRIPT

   Multiple Goals, One Paycheck

   Financial advisor Paul Fenner explains how prioritizing savings goals can unintentionally neglect others, especially for dual-income families.

3. 

   24 Sept 2026TRANSCRIPT

   Nobody Files an Exit Interview for Your Money

   Paul Fenner, a financial expert, guides listeners through critical money decisions during a job change, revealing how to manage unvested equity, deferred compensation, rollovers, and reachable cash to avoid irreversible financial mistakes.

Inside a recent episode

Give Compounding More Runway

Published 8 Oct 2026 · Transcript excerpt

[…] It's that the whole result is riding on the years. And the years are the one input we spend without ever noticing. Watch that same doubling goal or objective as you move to the finish line, as it gets closer. 30 years ask you to compound about 2.3% a year. Compress it to 20 and that same goal now asks for about 3.5%. Compress it to 15 and you get closer to 5%. same destination, the only thing that has changed is how much runway we give it and the rate that the goal now demands of you. So the families, the couples that sit across the table, they're likely polishing the wrong lever. They're hunting for a better return, a half a point here, a half a point there, while the far bigger number is the one that they control completely and almost give away for free. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

23,826

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

26 ratings

Spotify

3.0 / 5

2 ratings

Podcast Authority Score: 80 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

99

Social presence

0

YouTube

76

Engagement

77

Contact Emotional Balance Sheet with Paul Fenner

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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