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Mama Work It Podcast: Family Financial Planning with Paul Fenner

financial planning work life balance Nov 15, 2023
Marisa Lonic Mama Work It podcast Family Financial Planning with Paul Fenner

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


Listen right here and don't forget to subscribe and leave a review if you loved this episode! ❤️ 🎧

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