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
#071: Smart Moves for 2020 Your Tax Refund
This past year was different for all of us and perhaps allowed us to reassess our values, vision, and goals.
For this year's ideas for what to do with your 2020 Tax Refund funds, I wanted to take a sl…
#070: Why do women treat money differently? | Dr. Mary Bell Carlson
Dr. Mary Bell Carlson is a financial behavior expert and has worked in both the military and government communities for over a decade. Dr. Carlson currently runs Chief Financial Mom.com, a personal f…
#069: Legacy Planning | Carmen Rosas, Esq
Carmen Rosas, Esq is a mother, entrepreneur, attorney, author, and the founder of EmpowHer Yourself, a transformational community that empowers women to create legacies for themselves and their famil…
#068: Organizing for Tax Season
Tax season is full speed ahead. How ready are you to get your taxes done and DONE?
#067: Navigating Childcare Decisions | Shannon Parola
As new parents, there are a ton of things to learn and decisions to make. Choosing the best child care for your child is one of the most important ones. Join Shannon Parola, a professional Nanny with…
#066: Money Story | Rachel Clawson, CFP®
Meet Rachel Clawson, CFP®, a fee-only, fiduciary financial planner at MainStreet Financial Planning, who shares her own Money Story of how she found a parallel between how well you take care of your …
#065: 3 Money Habits to Carry Forward from the Pandemic Era
After a year of financial precariousness for so many, those who have the means may be re-setting 2021 money resolutions to get back on track. Here is how you too can get a jumpstart into adopting awe…
#064: Why You Need a Professional Brand
It's not just a job for the big corporations that we all admire, follow and buy from to figure out how they want to show up every day to serve their customers. It's for all of us to understand that i…
#063: Should I Worry About Market Volatility?
The stock market is acting crazy again, interest rates are going up, inflation talks. What should I do?
#062: Money Anxiety and How to Get Rid Off It
Money anxiety is something we all have dealt with or are likely to deal with at some point in our life. Sometimes, you may not even know that you are money anxious unless you take note of it and get …
#061: Money Story | Cynthia Flannigan, CFP®
Meet Cynthia Flannigan, CFP®, a fee-only, fiduciary financial planner at MainStreet Financial Planning, who shares her own Money Story of how she embarked onto a journey, not only in her professional…
#060: How I got my own Money Flow
I'd like to share a story, of how I finally got my own financial house in order and how you can too!
#059: Money conversations before serious relationship or marriage
With love comes, serious relationship or marriage, and that is a beautiful, beautiful thing. But, what a lot of people forget to talk about is there is a "business" side to this phase in a relationsh…
#058: Buckets of Money
I love the idea of segregating how my money is managed. It helps to see a specific purpose and helps to track how my goals are being supported. We at MainStreet Financial Planning, Inc, have been us…
#057: What is your Money Story?
One of the most important things you can do to improve your financial situation is to understand your money story.
Where is it coming from?
Are you happy with it?
How can you change it, if you are not?
#056: Love is in the air, so is Life Insurance
It is often said that when we love someone we will do anything for them, including protect and provide for them.
Today I want to talk to you about why and how life insurance is something everyone nee…
#055: Simplifying your finances
So how can you simplify your finances?
What things, activities, and even thoughts can you eliminate, delete, delegate or do less off in return to create more space, time, and energy to focus on things…
#054: DREAM Budget: Practical Steps to make Your budget work | Nick True
Did you know that your DREAMs are totally real and possible to materialize?! No matter how big or small. There just needs to be a little bit of structure in place around your finances, spending, and …
#053: The Happy Side of Budgeting | Nick True
Can budgeting be a happy process? Most people cringe when they hear the word "Budget". But Nick True from https://mappedoutmoney.com/
says "yes, IF you learn how to incorporate it into YOUR life and …
#052 My Birthday Wish
Happy B-day to me!
It’s my birthday week. I am turning 38. I was thinking about what I want this next year to look like. So for my personal, family, and professional life, I decided to pick a theme. A…