About The Guest:
Paul Fenner is the founder of TAMMA Capital and the host of the Emotional Balance Sheet podcast. He has a background in finance and accounting and has built a successful career as a financial planner. Paul is passionate about helping families navigate the emotional and financial challenges of life transitions.
Summary:
Paul Fenner, founder of TAMMA Capital and host of the Emotional Balance Sheet podcast, shares his journey from corporate America to entrepreneurship. He discusses the challenges of balancing a career and raising triplets, and how he found the courage to pursue his own business. Paul emphasizes the importance of emotional and lifestyle planning in addition to financial planning, and how he helps families navigate these complex areas. He also discusses the role of fear in both his own life and in his work with clients, and the power of storytelling in inspiring others.
Key Takeaways:
- Paul Fenner's journey from corporate America to entrepreneurship was driven by his passion for finance and helping families navigate life transitions.
- Emotional and lifestyle planning are just as important as financial planning when it comes to achieving personal and financial goals.
- Fear can be a major obstacle in pursuing one's dreams, but it can also be a motivator for growth and change.
- The power of storytelling and sharing personal experiences can inspire and empower others to overcome their own challenges.
Quotes:
- "I think people become paralyzed by that fear. And that's one reason why people have a hard time taking the first step with working with any financial planner, let alone me." - Paul Fenner
- "I think listening to other people's stories has really helped solidify that. And again, I take all that, and I can now see how my firm has grown and developed over the last three years with the growth and the conversations and the insights of the guests I've had on my show." - Paul Fenner
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