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
#111: What Features Should you Look for in Kids Savings Accounts?
From low monthly fees to low opening balances, to financial education features, mobile apps etc. These are just a few of the specific features for kids’ savings accounts that you may want to look for…
#110: Should You Open a Savings Account or a Custodial Account for Your Child?
RESOURCES:
EP #109 - Why open kids' savings accounts?
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#109: Why open kids savings accounts?
Reasons why you may want your child to have a savings account:
- Teach them about saving money from income they earn, aka, allowances, chores, part-time jobs, etc.
- Teach them how banking works (deposit c…
#108: Plant a Garden, Get a Win
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#107: 2021 Child Tax Credit
RESOURCES:
EPISODE SPONSORS
Money Flow System - Download Free Money Flow Playbook and start automating your finances.
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#106: Welcoming a New Baby: First Financial Steps
WHAT YOU'LL LEARN:
Steps to take before the baby arrives:
- How much time off you can afford to take?
- How to set up your spending for a new family
- Proper medical coverage
- Proper life insurance
Steps to take …
#105: How to Prepare for Student Loan Payments to Resume October 1, 2021
RESOURCES:
- Student Loan Simulator
- Apply here for student loan income-based repayment plan
EPISODE SPONSORS
Money Flow System - Download Free Money Flow Playbook and start automating your finances.
SUB…
#104: Is Travel on Your Mind?
WHAT YOU'LL LEARN:
Think outside the box this summer and you may find yourself with an unforgettable trip at a forgettable price.
Let's explore these options:
- Being a local tourist
- Visit a national park
- …
#103: Are You Spending Too Much on Groceries?
WHAT YOU'LL LEARN:
- A family of four spends up to $1,376 a month on food at home, according to May 2020 data from the U.S. Department of Agriculture. How does this fit into your overall Spending plan?
- …
#102: What are You Good At As a Couple When it Comes to Money?
WHAT YOU'LL LEARN:
Money and marriage go hand in hand, but many couples don’t think about it until they’re knee-deep in debt from houses, cars, medical bills, babies, and credit cards. One survey foun…
#101 The Power of Professional Brand | Alexia Ferrari
Alexia Ferrari a Talent Development & Human Capital Specialist shares why it’s so important to have a professional brand, even if you work for an organization and don't run your own business. Alexia …
#100: My Money Story | Anna Sergunina, CFP®
For this special Episode #100, tune in to learn about my “Own Money Story” as I share why I became a financial planner in the first place. I’ll also share some of my own financial mistakes I’ve made…
#099: 5 Financial Milestones to Achieve by 40
40 is the new 30. 30 is the new 20 and 20 is the new teens? Alright, maybe I am overthinking here! But let's get real, as life starts to get 'really" real from here on.
EPISODE SPONSORS - Thank you…
#098: 7 Financial Milestones to Achieve by Age 30
While you might think you still have plenty of time to start your Money Roadmap, consider this — one in three U.S. employees expects to work past age 70, and only 26% expect to retire before age 65…
#097: Funding College vs. Retirement - Can You Do Both?
WHAT YOU'LL LEARN
- Can you really do both at the same time? Save for Retirement and College education?
- Decision-making steps
- Options you have for savings
- Where to find saving opportunities
- How to position …
#096: I am a Financial Planner - What do I do for clients?
POINTS COVERED:
- How financial planners help clients
- What is the financial planning process
- Is it for everyone?
EPISODE SPONSORS
Money Flow System - Download Free Money Flow Playbook and start automating …
#095: Attending a Wedding
WHAT YOU’LL LEARN
- Expenses to consider
- Where and how to save
- How to be practical
- When to say "No"
EPISODE SPONSORS- Thank you!
Money Flow System - Download Free Money Flow Playbook and start automating yo…
#094: Want More Financial Abundance in Your Life? | Ash Shukla
ABOUT GUEST:
Ash Shukla came to the U.S. from India in 1989 with 20 dollars and without a word of English. He helped over 5,000 businesses, received a Congressional Honor, run a successful financial …
#093: Happy Mother's Day!
Reach out to your Moms, tell them you love them because at the end of the day it’s not the gifts and the flowers they really want, but a little attention and appreciation of their love for us!
Happy M…
#092: Financial implications of raising a family on women's career | Liz Hand, CFP®
Our guest Liz Hand, CFP® has worked in personal finance for over a decade and focuses her practice on helping women step into retirement by managing investments, designing retirement income, and dist…