Have you ever thought about the moments that help shape your beliefs and emotions?

I want to share how being a dad to triplets (plus one!) has completely reshaped how I think about financial planning.

From cheering at swim meets to navigating tough parenting moments, I've learned that raising kids isn't so different from guiding families through financial decisions. Both are emotional, both are messy at times, and both require a ton of empathy.

I'll share some personal stories that changed how I work with clients — how understanding someone's money story is just as important as crunching the numbers. And how learning to manage expectations (my kids, my clients, and my own) has made me a better advisor — and a dad.

One key point I hope you takeaway is that emotional awareness — not just financial knowledge — can help you make better decisions for your family's future.

If you've ever felt the weight of trying to do it all — save for college, plan for the future, and still be present with your family — this one's for you.

Connect with Paul

Contact Paul here or schedule a time to meet with Paul here.

For resources discussed in this episode, visit tammacapital.com/podcast.

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And feel free to email Paul at [email protected] with any feedback, questions, or ideas for future guests and topics.