Paul Fenner

President & Founder of TAMMA Capital, LLC. Offering Wealth Management & Financial Planning. Certified Financial Planner™. A Registered Investment Advisor.

[Paul Fenner @Fenner_TAMMA]

@shanselman Thanks Scott, our conversation was years in the making for me!

[Scott Hanselman 🌮 @shanselman]

I did a great show w/ Paul @Fenner_TAMMA for the "Emotional Balance Sheet" podcast! Paul is not a techie+in a different industry than I but we still found each other and discussed life, family, enthusiasm, productivity, and our own emotional balance sheets https://t.co/zXGE00CX5N

[Paul Fenner @Fenner_TAMMA]

@DrPrestonCherry @FinEdInitiative @EdGjertsenII @danikaw @moneytalk1 @DeadCaitBounce Likewise Dr, Cherry, this was a terrific platform to share everyone's terrific insights 💯 #FinEdForward

[Paul Fenner @Fenner_TAMMA]

Your financial plans and goals can and will take a backseat in life at times but that doesn't mean those plans and goals are not achievable. Time can be a great equalizer #FinEdForward #Triplets

[Paul Fenner @Fenner_TAMMA]

A6: #FinEdForward
Reaching out to a Certified Financial Advisor® professional who has a fiduciary responsibility to do what is in your best interest helps to temper fears caused by the Bernie Madoff’s of the world.

[Paul Fenner @Fenner_TAMMA]

A6: #FinEdForward
Do not let fear paralyze you and cause you not to take the first step in securing the life that you want. Many people are afraid to take that first step because they may be embarrassed or know who to talk with.

[Paul Fenner @Fenner_TAMMA]

@FinEdInitiative A5: We know that basic financial education is not taught in K-12 or at the college level. While there is a robust cottage industry of DIYers, a Certified Financial Advisor® can be a trusted guide and partner through some of life’s most challenging transitions #FinEdForward

[Paul Fenner @Fenner_TAMMA]

@FinEdInitiative A4: An essential item when it comes to planning lifestyle and financial goals is time. Dedicate time to
1. Think about what is important to you and why,
2. Prioritize what you want in your life.
3. See how your financial life intertwines with your personal life
#FinEdForward

[Paul Fenner @Fenner_TAMMA]

@FinEdInitiative A3: Financial planning is more than about numbers. While people want to focus on portfolio returns because those are tangible results, it’s the intangible results that sound planning can bring to help families achieve both financial and lifestyle goals #FinEdForward

[Paul Fenner @Fenner_TAMMA]

@FinEdInitiative Saving and spending will have a far more significant impact on achieving your lifestyle and financial goals than picking stocks within your portfolio. #FinEdForward

[Paul Fenner @Fenner_TAMMA]

@FinEdInitiative A1 I wish that adults understood both the negative and positive impacts compounding has on their financial and personal lives. Winning in both life and financial planning is a long-term game. #FinEdForward

[Paul Fenner @Fenner_TAMMA]

@FinEdInitiative Q1/A1 Financial education is a cornerstone in the role we play in working with families. We don’t try to turn families into analysts or tax experts. But we provide the right amount of educational information to help them understand and build a strong foundation #FinEdForward

[UChicago Financial Education Initiative @FinEdInitiative]

⏰The countdown is on! Just 1-hour until our #FinEdForward tweetchat on the role of #FinEd in adult #financialwell-being. Are you ready @EdGjertsenII, @danikaw, @DrPrestonCherry, @moneytalk1, @Fenner_TAMMA, & @DeadCaitBounce⁉️⁉️⁉️

[Paul Fenner @Fenner_TAMMA]

Watch this short video where I discuss a case study of one family that was facing 4 common challenges we see all the time. https://t.co/lNYWEIYU6h

[Paul Fenner @Fenner_TAMMA]

You need to like the people you are around to be effective. https://t.co/6lCqlOvRVt

[Paul Fenner @Fenner_TAMMA]

Sooner or later we must realize there is no station, no one place to arrive at once and for all. The true joy of life is the trip. The station is only a dream. It constantly outdistances us. https://t.co/MvFvu4dV1R

[Paul Fenner @Fenner_TAMMA]

Peeling back the layers of an individual’s unique personality, Cristin helps people find a voice to their story. To which she then helps to identify triggers and reframe potentially negative triggers into positive ones. https://t.co/LbFgol1i9h

[Paul Fenner @Fenner_TAMMA]

Please re-enjoy my conversation with Sarah Green Carmichael, editor at Bloomberg LP about how to tame your inner workaholism. https://t.co/lXpZSwDeBy

[Paul Fenner @Fenner_TAMMA]

Melody Wilding, a licensed therapist, turned coach, empowers people to produce high-caliber work without burning out or sacrificing who they are. https://t.co/bkmYuHxpbG

[Paul Fenner @Fenner_TAMMA]

Learn how to work smarter, not harder, in this podcast episode. https://t.co/BAOhjEwCc1