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Money Boss Parent - Podcast

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!

Kids & Family Business How To Education Investing Parenting
Update frequency
every 7 days
Average duration
24 minutes
Episodes
272
Years Active
2020 - 2025
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#230 – Spring cleaning for your finances: 7 money moves to make right now

#230 – Spring cleaning for your finances: 7 money moves to make right now

As spring brings warmer weather and sunnier days, it also presents more opportunities to overspend. To combat this, it's time for some financial spring cleaning! Similar to tidying up our homes, we c…

00:20:53  |   Fri 29 Mar 2024
#229 – Unlocking Tax Benefits: Strategies for Families with The Tax Goddess Shauna A. Wekherlien, CPA

#229 – Unlocking Tax Benefits: Strategies for Families with The Tax Goddess Shauna A. Wekherlien, CPA

Ever wondered how to assemble an elite tax team or the intricacies of working with a strategic tax coach to drastically reduce your tax burden?

Listen in as my guest, Shauna A. Wekherlien, CPA peels b…

00:53:34  |   Wed 20 Mar 2024
#228 - Navigating Bay Area Real Estate in 2024 with Anna Fine

#228 - Navigating Bay Area Real Estate in 2024 with Anna Fine

Today I dive into the world of real estate with the remarkable Anna Fine, a seasoned real estate agent with a wealth of experience in the competitive San Francisco Bay Area market.

What makes the San…

00:32:33  |   Wed 13 Mar 2024
#227 – Self-Care For Women

#227 – Self-Care For Women

Despite self-care's apparent necessity, it's alarming that only a third of women engage in regular self-care routines.

This episode aims to shift that by offering practical advice on allocating 5-10% …

00:28:17  |   Wed 06 Mar 2024
#226 – Building Stand Out Leaders: Nurturing Exceptional Kids with Audra and Matt Karam

#226 – Building Stand Out Leaders: Nurturing Exceptional Kids with Audra and Matt Karam

In this episode, I am joined by Audra and Matt Karam, a dynamic duo who blend their backgrounds in child life and finance into a pioneering curriculum aimed at cultivating character and leadership in…

00:54:03  |   Wed 28 Feb 2024
#225 – Budget-Friendly Bash: A Parent’s Guide to Planning Kid’s Parties with Ease with Elizabeth Cates

#225 – Budget-Friendly Bash: A Parent’s Guide to Planning Kid’s Parties with Ease with Elizabeth Cates

Welcome Elizabeth Cates, an influencer and event director, here to share insights from her book, "#The Budget Bash: A Guide to Planning Children’s Parties on a Budget."

Whether planning your child's n…

00:43:11  |   Wed 21 Feb 2024
#224 - Unlocking Financial Intimacy: A Guide to Money Dates

#224 - Unlocking Financial Intimacy: A Guide to Money Dates

Money Dates aren't just about numbers; they're about strengthening your relationship through open communication and shared financial goals.

Here's how to make the most of your money dates:

  • Set the Mood…
00:17:09  |   Wed 14 Feb 2024
#223 – Health is Wealth

#223 – Health is Wealth

 It's my birthday week, and this year, I'm keeping things low-key. Instead of big celebrations, I'm taking some time to reflect on what I want the year ahead to look like.

In today's episode, we're ta…

00:22:04  |   Fri 09 Feb 2024
#222 – Decluttering for Clarity with Kitti Andrews

#222 – Decluttering for Clarity with Kitti Andrews

Today, we delve into the transformative power of decluttering with expert Kitti Andrews, who has dedicated 20 years to helping people escape overwhelm through organizing both their physical and menta…

00:50:03  |   Wed 31 Jan 2024
#221 – Healthy Financial Systems in 2024 Part 2

#221 – Healthy Financial Systems in 2024 Part 2

In this week's episode, we delve deep into the mechanics of establishing effective financial systems, ensuring that the goals you've set for the 2024 don't just remain plans but turn into achievable …

00:29:12  |   Wed 24 Jan 2024
#220 – Healthy Financial Habits in 2024 | Part 1

#220 – Healthy Financial Habits in 2024 | Part 1

In my latest episode, here at Mainstreet we're delving into the essentials of healthy financial habits for 2024.

We're exploring how setting SMART goals and making small, impactful changes can pave th…

00:30:58  |   Fri 19 Jan 2024
#219 – Discovering Your Awesome Stuff™ with David Delisle on The Golden Quest

#219 – Discovering Your Awesome Stuff™ with David Delisle on The Golden Quest

Why do we actually want money, and how does this question alter the way we teach financial wisdom to our kids?

Today we're diving deep, challenging the age-old mantras of financial literacy for kids a…

00:38:48  |   Wed 10 Jan 2024
#218 – 5 truths I learned as a mom of 5-year-old boy

#218 – 5 truths I learned as a mom of 5-year-old boy

In this heartfelt episode, I celebrate my son Liam turning 5 today. Reflecting on our family's routines and Liam's growth, I share the phases of motherhood and the lessons learned. The episode highli…

00:13:14  |   Wed 03 Jan 2024
#217 – Alternative to Mint.com Budgeting Platform – Monarch Money

#217 – Alternative to Mint.com Budgeting Platform – Monarch Money

Welcome to another exciting episode where we venture into the world of budgeting platforms. Today, we're breaking down Monarch Money, a third budgeting app that's caught my attention. After years of …

00:17:58  |   Wed 27 Dec 2023
#216 Gifts for Kids That Keep on Giving

#216 Gifts for Kids That Keep on Giving

As parents, we're always looking for ways to provide not just for today but to set the stage for our children's tomorrows.

As we are wrapping holiday gifts, I would like to share with you in this epis…

00:19:26  |   Tue 19 Dec 2023
#215 – Alternative to Mint.com Budgeting Platform – YNAB (You Need A Budget) with Katherine Edwards, CFP

#215 – Alternative to Mint.com Budgeting Platform – YNAB (You Need A Budget) with Katherine Edwards, CFP

Today we are continuing our discussion about what budgeting platform you should consider if you've been a longtime user of mint.com.

Certified Financial Planner, Katherine Edwards joins us to share of…

00:17:25  |   Fri 15 Dec 2023
#214 – Alternative to Mint.com Budgeting Platform – Tiller Money with Jennifer Bush, CFP

#214 – Alternative to Mint.com Budgeting Platform – Tiller Money with Jennifer Bush, CFP

Today we are continuing our discussion on alternatives to mint.com with my guest, and certified financial planner; Jennifer Bush.

In going through this process of figuring out what I will do once Mint…

00:22:42  |   Wed 13 Dec 2023
#213 – Navigating the Mint.com Budgeting Platform Shutdown: Your Guide to What Comes Next

#213 – Navigating the Mint.com Budgeting Platform Shutdown: Your Guide to What Comes Next

In this week's episode, I'll be addressing a significant change happening in the budgeting world.

Mint.com, one of my all-time favorite apps, is shutting down on December 31st. But don't worry, it's n…

00:19:00  |   Wed 06 Dec 2023
#212 – Unlocking the Health-Wealth Connection

#212 – Unlocking the Health-Wealth Connection

Today we have an extraordinary guest with us Mellisa Deally, an integrative mind-body health practitioner who helps her clients unearth the underlying causes of their health issues, achieve genuine h…

00:40:27  |   Wed 29 Nov 2023
#211 - Maximizing 529 Plans: Tax Benefits and Best Practices (Part2)

#211 - Maximizing 529 Plans: Tax Benefits and Best Practices (Part2)

Today, we're picking up where we left off, continuing our quest to unlock the secrets of choosing a college savings plan for your little scholars.

In my previous episode I laid out the groundwork, wi…

00:30:48  |   Wed 22 Nov 2023
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