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Family Financial Planning with Paul Fenner

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Manage episode 384012067 series 2859343
Content provided by Marisa Lonic. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marisa Lonic or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Overwhelmed when it comes to financial planning? This episode is for you.

This week on the Mama Work It podcast, I interviewed Paul Fenner, President and Founder of TAMMA Capital, Certified Financial Planner (CFP®), Enrolled Agent (EA), Chartered Financial Consultant (ChFC), Chartered Retirement Plans Specialist (CRPS®), and Registered Investment Advisor (RIA). Paul shares his experience and perspective on all the tips when it comes to family financial planning.

Here's what you’ll get out of today’s episode:

  • Why time plays a big role into your financial planning
  • The dad perspective when it comes to finding work-life harmony
  • How to make financial planning more enjoyable and less intimidating for you and your partner

Here's where you can find Paul after the show:

Website: Financial Advisors in Commerce Township, MI | TAMMA Capital

Instagram: www.instagram.com/tammacapital

Facebook: www.facebook.com/tammacapital/

LinkedIn: www.linkedin.com/in/paulfennercfp

Podcast Episode with me: Harmony Between Personal and Financial Life | Tamma Capital

Don't forget to subscribe and leave a review if you loved this episode! ❤️ 🎧

For more resources on juggling mom life, work life, wife life, fill in the blank life, head on over to www.mamaworkit.com and subscribe.

  continue reading

150 episodes

Artwork
iconShare
 
Manage episode 384012067 series 2859343
Content provided by Marisa Lonic. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marisa Lonic or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Overwhelmed when it comes to financial planning? This episode is for you.

This week on the Mama Work It podcast, I interviewed Paul Fenner, President and Founder of TAMMA Capital, Certified Financial Planner (CFP®), Enrolled Agent (EA), Chartered Financial Consultant (ChFC), Chartered Retirement Plans Specialist (CRPS®), and Registered Investment Advisor (RIA). Paul shares his experience and perspective on all the tips when it comes to family financial planning.

Here's what you’ll get out of today’s episode:

  • Why time plays a big role into your financial planning
  • The dad perspective when it comes to finding work-life harmony
  • How to make financial planning more enjoyable and less intimidating for you and your partner

Here's where you can find Paul after the show:

Website: Financial Advisors in Commerce Township, MI | TAMMA Capital

Instagram: www.instagram.com/tammacapital

Facebook: www.facebook.com/tammacapital/

LinkedIn: www.linkedin.com/in/paulfennercfp

Podcast Episode with me: Harmony Between Personal and Financial Life | Tamma Capital

Don't forget to subscribe and leave a review if you loved this episode! ❤️ 🎧

For more resources on juggling mom life, work life, wife life, fill in the blank life, head on over to www.mamaworkit.com and subscribe.

  continue reading

150 episodes

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