This story shares how one TAMMA Capital client family managed to balance the needs of their growing family and busy careers with a wealth management plan to help them navigate their financial needs for the present and the future. THE SITUATION The Winters* Family: Jennifer, 35; Brian, 38, twin girls, 9 and son Andrew, 7. Jennifer is a marketing director, … Read More
Preparing for the Next Life Chapter
THE SITUATION The Summers* Family: Carol, 55; Derrick, 58, Jessica, 26 and Tony, 24. Carol is in the medical field, and Derek works in manufacturing – both work for others. After accumulating some wealth through various investment accounts and with both adult children working with no immediate need for financial support, the Summers now want to focus on and plan … Read More
Ep.10 – Bill Kieffer – Experiencing Career & Life Transitions from Multiple Angles
Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Going through a job transition can be an emotional situation for most people in corporate America. But what about transitioning from military life to civilian life? Today I speak with Bill Kieffer, a corporate executive, coach, speaker, and former officer in the U.S. Army who has … Read More
The Disciplined Pursuit of Less
As another holiday season winds down, this HBR article titled The Disciplined Pursuit of Less definitely caught my eye. To my surprise, this article is actually about life choices and, more specifically, career choices. In the piece by Greg McKeown, CEO of THIS Inc, McKeown argues that “success is a catalyst for failure.” McKeown goes on to point out why successful people and organizations … Read More
Ep.09 – Kristen Rajagopal – Providing the Gift of Peace of Mind to Your Family
Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Who wouldn’t want to provide their family with peace of mind during an emotionally difficult life situation such as losing a loved one? Or the ability to tell your story about how you would like your children to be cared for when you are no longer … Read More
“Don’t Eat Fortune’s Cookie” Michael Lewis
Michael Lewis, in my opinion, is one of the greatest authors of his time. He is the author of The Fifth Risk, The Undoing Project, Flash Boys, The Big Short, Liar’s Poker, and Moneyball, to name a few. Lewis’ address to the Princeton class of 2012 is one of the better commencement speeches that I have heard. If Lewis had … Read More
Ronald Reagan on Marriage: Love, Dad
Regardless of your political affiliation, Ronald Regan was one of the most polarizing presidents of our time. Something akin to Bill Clinton but for different reasons, as this letter may tell. It has been well documented in a series of letters and books about President Regan’s relationship with his wife, Nancy. The two shared a type of love and connection … Read More
How To Find Work That You Love
One of the topics that I discussed in a presentation that I gave on 401(k) & 403(b) rollovers is that you have multiple options. However, before you decide what option may be best for you, I encourage people to sit down and answer the following three questions: What worries you about your financial future? How do you envision your life? … Read More
Ep.08 – Jillian Moutafis – A Non-traditional Journey into a New Career While Raising Three Kids
Embed – Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify Have you ever wondered what it would be like to make a mid-life career shift while raising a family? A change to a completely unrelated career you already spent thousands of hours and multiple degrees to pursue? This week, my guest is Jillian Moutafis, … Read More
Ep.07 – Dr. Patrick Qatsha – Being a Healthcare Professional, Business Owner and Father of Multiple Kids in a Global Pandemic
Embed – Subscribe to the show on Apple Podcast |Google Podcast | Amazon Music | Spotify What if the business that you had worked your entire life to build suddenly had to shut down? During the COVID pandemic, you likely heard of many companies that had to shut down abruptly. However, what if your business was in the medical field … Read More
