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
#051: How to Figure Out Your Financial Priorities and Goals
How do you gain clarity about what to focus on when it comes to your financial goals?
I love this topic. Sounds sophisticated. It’s really not. Simply said, it's your goals, your life goals, which tur…
#050: Chicken or the Egg: Paying off Debt vs. Saving in Emergency Reserves
Where should you focus your financial energy at?
Should pay off your Debts first and then save in Emergency Reserves, or the other way around?
I'd like to explore how we can do both!
#049: Should you combine your finances with significant other?
Long gone are days when merging finances required for you to be married, live in the same household, and letting one of the other partners control the wallet.
In working with a lot of couples, from a…
#048: How To Organize Your Finances Online And Beyond
Over the years, I've tried everything possible to organize my money. I'm talking about keeping track of all my accounts, paper statements, insurance documents, bills, wills, old tax returns, business…
#047: Filling System for Your Finances
What does a filling system for your finances look like?
I didn’t want to wait until Spring, as it always brings out the urge to organize, to clean, to get rid of, to free up! Let's do it now! It fe…
#046: How is Your Financial Health?
Once per year I recommend sitting down and look at where your Financial Health is. Just like if you would go to the doctor’s office to get an annual check-up.
The idea here is to see how much progress…
#045: Favorite Time Hacks | Emily Martinez
In this interview second interview with Emily Martinez, time hacking expert, we go about discussing her favorite time hacks you can apply in all areas of your life: family, household, relationships &…
#044: Want to Hack More Time into Your Life? | Emily Martinez
In the next two episodes, I share an interview with a time hacking expert Emily Martinez. This is the topic we all need to revisit, not just once a year, but every day! We are talking in this episode…
#043: How many financial accounts do I need?
Very frequently I get a question by my clients, friends and family about how many accounts they need to have? Checking, Savings, Online Savings, Money Market, Credit cards, etc. There is no right or …
#042: Why I am refinancing, ONLY after 6 months of home purchase.
Mortgage rates have been on fire and I’ve been telling clients for months now to look at refi options. Here is what Yuri and I decided to do this week, to Refi our 3.25%- jumbo loan, with an awesome …
#041: 3 Money Tips To Get You Started in 2021
We are all taking a collective sigh of relief that one of the toughest years in recent history is almost over.
We will head into 2021 with strength and optimism, better understand what we can do bette…
#040: New Years Resolutions We Can Get Behind
This time of the year it is natural time to try to integrate your past, present, and future. As always, though, it’s important to use these three-time frames in a way that fills you with confidence a…
#039: How To Know If You Are Good With Money?
When it comes to your finances, you are only competing with yourself. You have to measure how you are doing against your own personal goals. In today's episode, I talk about 5 financial measurements …
#038: Showing Gratitude For The Past Year
A new year is a powerful occasion: It’s a time when we reflect on our gratitude for the past and set our hopes for the future. And it’s a chance to welcome a fresh start to restart our enthusiasm for…
#037: Did you get everything you wanted for Christmas?
Happy Holidays Money Bosses! I was looking over an article the other day and it’s crazy to me to see some of the statistics about how much money people make, how much they spend and how poorly they s…
Holiday Wish - Merry Christmas!
A conversation with Santa….
Me: “I want a magical Unicorn for Christmas”
Santa: “Be realistic”
Me: “Okay. I want 5 minutes to myself each day to drink my coffee hot and pee in peace.”
Santa: “What color …
#036: Learning Financial Lessons From Classic Holiday Movies
You all like to watch movies right? Well, do you ever wonder or think about the financial lessons you might learn from watching some of your favorite holiday classics? In this episode, I talk about m…
#035: What Happens When You Reach Your Goal?
2020 was a challenging year involving finances, the pandemic, shutdowns, and working from home. In today's episode, I wanted to talk about what happens to us emotionally when we reach the height of o…
#034: How To Relieve Holiday Stress
We often blame other people or external events for the stress that we are experiencing. On today's podcast, I want to talk about financial stress over the holiday season and how to cope with it.
#033: Holiday Family Activity Ideas During Covid-19 Pandemic
Let’s face it, this year life is very different including the holidays that are coming up. In this episode, I mention several family activities you can still enjoy together during the holidays.