Money Boss Parent
Our lives are busy, and it can be tough to find time to focus on your finances! But we all know that what we focus on in our lives is what ends up taking priority.
Money is no different! The good news is that you don’t have to spend multiple hours each day focusing on your finances in order to find financial success. Smart Financial Decisions are for you and I and our everyday life, You don’t even have to be rich to start building your very own Money Roadmap to achieve your financial goals.
Taking a small amount of time each day, or each week, to check in with your goals, track your progress, and plan ahead can make a huge difference.
This show is here to help you gain the clarity and confidence you need to start making Smart Financial Decision. Your host, Anna Sergunina, CFP®, is a fee-only financial planner at MainStreet Financial Planning, Inc. A mother, a wife and a business owner who wants you to live your Best Financial Life as she is running with you side by side.
In each episode, she’ll be sharing practical money tips, to help busy families, just yours and mine get their very own money to flow, figure how they can gain financial confidence and clarity, get actionable tips, and learn from the best experts on how to stop trading time for money. We’ll definitely get to talk about major life milestones such as how to get a jump on retirement plan and saving for your kids’s education expenses at the same time making sure we are Balancing between living today and planning for the future.
She will share ideas, stories, and tough lessons learned. We will celebrate your financial wins together and will hold a Money Date.
Ready to dive in? Let’s go!
- Update frequency
- every 7 days
- Average duration
- 24 minutes
- Episodes
- 272
- Years Active
- 2020 - 2025
#091: Does your money need a vacation?
So what does it mean? I bet you are curious to know what I will be doing.
TOPICS DISCUSSED
- Financial goals review
- Goals and values exercise
- Check out Episode #078 Do your money behaviors match your value…
#090: So You Want to Buy a New Home Soon?
If you're a little daunted about saving up for a down payment, here's how to get started
WHAT YOU'LL LEARN:
- How to put together a strategic purchase plan
- How to not overspend
- Your timeline
- Setting proper …
#089: 3 Signs Your Life Might Be Too Busy
We aren’t just busy—we’re too busy. We’re rushing and running ragged and feeling burned out. We have ridiculous expectations of ourselves. And to make matters worse, busyness is often celebrated in o…
#088: Having a Deadline
WHAT YOU’LL LEARN
-How to use life events as a great catalyst to get you moving
-Trick yourself by anchoring
-What is an estate plan? Why you need it. How to get it.
-Expanding your family, think famil…
#087: Financial Boundaries to Gain Real Freedom
EPISODE SPONSORS- Thank you!
Money Flow System - Download Free Money Flow Playbook and start automating your finances.
SUBSCRIBE & SHARE
Want to be the first to know when new episodes are released?
#086: Financial App Review - Mint.com
Disclosure: I am not affiliated or work for mint.com! Simply a long-time user.
WHAT YOU’LL LEARN
- What it is www.mint.com and how it works
- Features
- Alerts
- How mint makes money
- Is mint secure it is
- Pros & Co…
#085: Get Your Family Financial Garden On
In this episode, Anna uses her experience of starting a garden with her family as a metaphor for focusing on growing financially. With our busy schedules and lives, we spend so much time focusing on …
#084: Is Managing Finances an “Art” or “Science”?
WHAT YOU’LL LEARN
Tapping into the "Art" of Money has been the most freeing experience for me personally and for many of my clients.
Here are a few techniques I found helpful to get you thinking more a…
#083: How Prepared are You for Emergencies?
When an emergency strikes at the least expected time, how well are you prepared to handle it? Whether it’s a job loss, medical expenses, divorce, bankruptcy or an emergency home repair, the sudden ch…
#082: Happy B-day to my hubby, Yuri!
MEET Yuri!
Yuri Sergunin, CCIM, is a leading expert in the greater Bay Area commercial real estate market with a primary focus on exclusive representation of private and institutional capital clients …
#081: Financial literacy for children: What parents need to know |Jim Degaetano, CFP
WHAT YOU’LL LEARN
Jim Degaetano, CFP® shares what parents need to know when teaching children responsible spending, saving, and investing skills. Teaching Financial literacy for kids of all ages is s…
#080: 6 Mistakes Women Should Avoid with Their Finances
It’s important to keep in mind that the choices you make today and the habits you form now can affect the rest of your financial life. Learn about the 6 financial mistakes women often make and how to…
#079: Smart and Affordable Travel | Kelli Nielsen
Travel coach Kelli Nielsen from www.tripfixers.com, shares with us how anyone who is interested in traveling the world can go anytime, inexpensively, and bring the entire family along.
#078: Do Your money Behaviors Match Your Values?
What if you want to change this? Let's dive in and explore today how understanding our core values in life can help us create better financial goals and a more cohesive plan for our money!
#077: Money Story: Jim Ludwick, CFP®
Jim Ludwick, CFP® is a founder of MainStreet Financial Planning, Inc a fee-only, financial planning company, shares his Money story with us today!
#076: Online Course Creation | Dr. Sonia Murrey
Let’s look beyond that and focus on how anyone, with any type of passion and expertise, can use this opportunity to share their knowledge with the world that can live forever. That’s where online cou…
#075: 5 Headwinds Impacting Women's Finances
We heard traditionally that women face lots more challenges when it comes to their finances. Regardless of that I want to flip the coin and focus on how to use these headwinds to our advantage.
#074: Money Story | Liz Gillette, CFP®
Liz Gillette, CFP® is a financial planner at MainStreet Financial Planning, Inc.
Liz enjoys working with clients in their early- to mid-career, and hoping to find a solution to the competing prioritie…
#073: Jump into a new Money Mindset | Shannah Compton Game, CFP®
In this episode Shannah Game, a money wellness expert shares with us how we can uncover our money story and begin to truly build a meaningful relationship with our money which ultimately impacts how…
#072: Financial Gratitude
Your homework is to take some time and reflect on where you are with your finances, appreciate what you have and what you’ve done, and start thinking about what you can do next to improve.