Money Boss: Recent Episodes
Anna Sergunina
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!
Today’s guest is Jen Morris, a seasoned entrepreneur, professional actor, and founder of Renegade Motherhood, a brand dedicated to empowering moms to build successful businesses while raising the next generation.
Together, Jen and I unpack what it means to "do business like a mother," discussing how women, especially moms, bring unique strengths like empathy, problem-solving, and multitasking to their careers; while also exploring the hidden challenges—like burnout, setting boundaries, and balancing ambitions with personal goals.
For any mom juggling family life with business aspirations, this episode offers invaluable advice on navigating both worlds.
Anna's Takeaways:
- Intro (00:00)
- The Power of Motherhood in Business (05:41)
- Setting Personal and Professional Goals (13:11)
- Practical Tips for Balancing Work and Life (14:58)
- Building a Supportive Community (25:31)
- Jen's Community: Renegade Motherhood and Mother Mind Collective (26:14)
- The Role of Community in Overcoming Challenges (33:33)
About Jen Morris:
Jen Morris has been birthing ideas, raising businesses and blazing trails for nearly two decades.
As the founder of Renegade Motherhood, she is committed to elevating, amplifying and connecting moms in business.
Jen is a natural storyteller and public speaker and is obsessed with bringing people together.
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- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
- Don't forget to subscribe, rate, and reviewthe show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
Links mentioned in this episode:
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest website:
Instagram: https://www.instagram.com/renegade.motherhood
Website: https://www.renegademotherhoodlife.com/collective
https://www.renegademotherhoodlife.com/collective
Personal Gmail: jen@meetjenmorris.com
Guiding young adults toward financial independence is not an easy path.
Enter Tess Brigham, a seasoned psychotherapist and certified coach known as the “Millennial Therapist” and together, we dive into what it means to truly “launch” our kids in today’s world, where rising costs, student debt, and shifting job markets can make this transition more challenging than ever.
Tess shares that the first step in helping young adults find their footing begins not with them, but with us, the parents. She reminds us of the importance of nurturing ourselves, emotionally and financially, so we can model resilience and responsibility for our children.
If you’re looking for a fresh perspective on how to support your young adults during these formative years, this episode is packed with practical advice and comforting reassurance.
Anna's Takeaways:
- Transitioning Young Adults to Financial Independence (00:00)
- Parental Challenges and Self-Care (03:54)
- Financial Considerations for Parents (08:30)
- Young Adults' Perspectives and Generational Differences (11:50)
- Educating Young Adults on Personal Finance (16:24)
- Balancing Support and Independence (19:07)
- Navigating College Decisions and Debt (23:04)
- Parental Guilt and Self-Blame (31:04)
- Supporting Young Adults Through Coaching (32:49)
Tess Brigham (MFT, BCC) dubbed the “Millennial Therapist” by CNBC is an expert psychotherapist, certified coach, author and Tedx speaker. She specializes in helping young adults discover their unique life path in order to go out into the world and make an impact. Based in the San Francisco Bay Area, Tess has over 20 years of experience and is a regular contributor at both CNBC and Forbes.
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest websites:
Instagram: https://www.instagram.com/tess_brigham/
LinkedIn: https://www.linkedin.com/in/tessbrigham/
Youtube: https://www.youtube.com/@tessbrighamtherapistcoach1794
Facebook: https://www.facebook.com/TessBrighamcoaching
It’s October, and you know what that means—spooky season is officially here!
Between costumes, parties, and the excitement of trick-or-treating, your kids are about to score a mountain of candy. But what if you could turn that sugar stash into more than just a sweet treat?
This Halloween, let’s use all that candy to sneak in some fun, practical lessons about money management! Join me for six creative ways to introduce your kids to essential money concepts.
Anna's Takeaways:
- Using Halloween Candy to Teach Money Lessons (02:42)
- Motivation and Effort for Candy (04:48)
- Saving vs. Spending Concepts (05:51)
- Budgeting vs. Binging (07:41)
- Teaching the Concept of Taxes (08:41)
- Investing Concepts with Candy (09:11)
-
Charitable Intentions and Sharing (10:44)
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Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
- Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
- Links mentioned in this episode
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
In today’s episode, I sit down with Coach Jordanna, a body transformation expert who helps women in their 40s and beyond build strength, shed weight, and embrace a guilt-free approach to eating.
Together, we explore how the same principles we use for financial planning—like setting clear goals, staying disciplined, and overcoming setbacks—can be applied to fitness and well-being.
Whether you're starting fresh or fine-tuning your goals, this conversation will inspire you to approach both your health and finances with intention and show you that it’s never too late to begin.
Anna's Takeaways:
- Journey into Fitness Coaching (02:53)
- Comparing Financial and Fitness Planning (03:25)
- Overcoming Self-Sabotage and Building Discipline (05:52)
- Handling Setbacks and Staying on Track (30:24)
- Addressing Common Misconceptions and Long-Term Goals (31:37)
- Components of Jordana's Fitness Program (33:27)
- Handling Emotional Eating and Slip-Ups (33:40)
- Balancing Fitness and Longevity (33:55)
About guest
Coach Jordanna is an online body transformation coach specializing in working with women in their 40's and beyond to lose weight, gain strength and eat guilt free. After 15 years in corporate marketing she began a second career as a Coach. Combining her lived experience as a working mom and her knowledge in personal training/nutrition and eating psychology, Jordanna has transformed the lives of hundreds of her clients.
Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
- Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
- Links mentioned in this episode (can you please embed the links?)
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest website
@jordannanativ on IG
@CoachJordanna on Facebook
coachjordanna.ca on the web
The Vault Resources
https://view.flodesk.com/pages/649efe355fbda70a14000fd4
https://www.getsculpted.ca/
It's that time of year again—when we revisit the benefit options that can really shape your family's financial future.
In this episode, we went beyond the basics like life insurance, health, dental, and vision coverage, and took a closer look at some of the often overlooked benefits that can make a big difference in your family's finances.
If you missed it the first time or need a refresher, now's your chance to tune in and discover the benefit options that could have a major impact on your financial well-being for the upcoming year.
Anna's Takeaways:
- Intro (00:00)
- College Savings Plans (05:50)
- Legal Service Plans (09:23)
- Mental Health and Wellness Programs (11:47)
- Work-Life Balance Incentives (14:39)
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Money Boss Parents! Welcome to Anna’s Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don’t forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let’s thrive together on this incredible journey!
FREE Download: Looking for how to get your money in order as a new parent?
In this episode of the Money Boss Parent Podcast, I chat with Dr. Autumn Swain, an entrepreneur, educator, and mom who’s all about helping families live healthier, more balanced lives. With her background in transformational leadership, Dr. Autumn shares some amazing tips on how parents can prioritize self-care while also teaching their kids important leadership skills.
We talk about finding time for wellness, building healthy habits as a family, and the power of leading by example.
Tune in for simple but powerful ways to create more balance in your life and set a strong foundation for your kids.
Anna's Takeaways:
- Dr. Autumn Swain's Journey and Background (02:53)
- Practical Steps for Parents to Prioritize Wellness (06:34)
- Leading by Example and Encouraging Curiosity (19:26)
- Stress Management and Coping Strategies (19:42)
- Setting Goals and Bridging the Gap (21:58)
- The Playground Leader and Raising Future Generations (29:27)
- Actionable Steps for Listeners (34:22)
Meet Dr. Autumn Swain:
Dr. Autumn Swain is an entrepreneur, educator, and author, as well as a mom and devoted community member focused on empowering people to live holistically healthy lives. With a Doctorate in Transformational Leadership, her passions include discovering and integrating sustainable strategies that help individuals and teams achieve a greater level of wholeness and shalom, and supporting leadership development among youth and families, which she discusses in depth in her book, The Playground Leader.
- Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
- Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
Links mentioned in this episode
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest website
https://www.autumnswain.com/
Book: The Playground Leader: Life-Changing ABC's for the Whole Family: https://amzn.to/3AYEG9a
Podcast: The Aligned Living with Dr. Autumn
In this episode of the Money Boss Parent Podcast, I’m excited to dive into a tool that can really help you manage your healthcare costs—Health Savings Accounts, or HSAs.
We’re going to break down how HSAs work, why they’re so useful, and how they can do more than just cover medical bills—they can actually help you save and invest for the future. I’ll walk you through how to qualify for one, the benefits of having an HSA, and how you can make the most of that triple-tax advantage.
Whether your employer offers an HSA or you’re thinking about opening one on your own, I’ve got tips to help you make the most of it.
Anna's Takeaways:
- Intro (00:00)
- Tax-Advantaged Nature of HSAs (03:15)
- Investment Strategies for HSAs (07:07)
- Choosing HSA Providers (16:31)
- Qualified Medical Expenses and Documentation (17:06)
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Long-Term Investment Strategies for HSAs (20:44)
-
Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
- Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
- Links mentioned in this episode
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Where to open HSA accounts:
- Fidelity HSA - https://www.fidelity.com/go/hsa/why-hsa
- Lively - https://livelyme.com/
- Health Equity: https://www.healthequity.com/
- HSA Bank: https://www.hsabank.com/HSABank/Home-Page.html
In this episode of the Money Boss Parent Podcast, I chat with Thomas Pfanner, better known as the Leadership Dad, about how parenting and leadership go hand in hand when it comes to preparing our kids for the real world.
Thomas, who became a dad at just 18, shares his story of overcoming challenges, raising a blended family, and how those experiences shaped his approach to leadership and fatherhood. We dive into how he learned to guide his kids toward becoming confident, independent individuals, focusing on leading by example instead of just managing day-to-day tasks.
Whether it’s navigating teenage rebellion or building responsibility, this conversation offers practical advice for raising kids who are ready to tackle whatever life throws their way.
Anna's Takeaways:
- Transitioning from Parenting to Leadership (04:28)
- Developing Skills and Independence in Children (08:01)
- Fast Paced World (14:44)
- Addressing Teenage Rebellion (23:44)
- The Role of Education in Child Development (29:23)
- The Upcoming Book: "Dads Who Lead" (36:48)
About Thomas:
My guest today is Thomas Pfanner, the Leadership Dad.
Thomas is a Husband, Father of Three, combat athlete, and a former Division 1 Strength Coach. After becoming a father at 18 he’s overcome the adversity of being pushed out of his son’s life and has since rebuilt a thriving blended family.
In his 7 years as a public educator, Thomas saw firsthand the stark gap in real-world readiness young men and women face today.
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
Links mentioned in this episode
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest website
Free Leadership Assessment For Dads: https://dadswholead.com/
Podcast: https://podcasts.apple.com/us/podcast/dads-who-lead-podcast/id1617558505
With the Federal Reserve's upcoming meeting, possible changes in the rates are on the horizon, and now is the time to prepare.
In today's episode we’ll cover how these rate adjustments can affect your savings, debt, and investment strategies. From maximizing your high-yield savings accounts and CDs to considering refinancing opportunities, I break down the steps you can take to stay ahead of the financial curve.
Join me as we discuss actionable strategies for making the most of falling rates while keeping your financial future on track.
Anna's Takeaways:
- Evaluating Savings and Emergency Reserves (01:59)
- Managing Debt and Financial Statements (05:48)
- Investment Strategies and Long-Term Planning (13:53)
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Reviewing and Adjusting Investment Allocations (18:35)
-
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
- Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
- Check for CD and High Yield Savings Accounts - https://www.bankrate.com/banking/cds/cd-rates/
- How to Review Your Credit Report Article
- Previous Podcast: https://annasergunina.com/captivate-podcast/050-chicken-or-the-egg-paying-off-debt-vs-saving-in-emergency-reserves/
- 5 strategies to escape credit card debts: https://annasergunina.com/captivate-podcast/234-5-strategies-to-escape-credit-card-debt/
In this episode of the Money Boss Parent Podcast, I explore the challenges of the "sandwich years," where many of us find ourselves caring for both our children and aging parents.
Joined by Abbe Large, Managing Director at Lennox Advisors, we discuss the financial and emotional complexities of supporting two generations at once. Abbe shares her personal experience of caring for her father while balancing her own family, highlighting how proactive financial planning with tools like life insurance, long-term care, and disability policies can ease the burden.
We also touch on strategies for managing stress, setting boundaries, and starting difficult conversations with aging parents to ensure a smoother caregiving journey.
Join us for this insightful conversation filled with practical advice, personal stories, and actionable strategies that can help you navigate the sandwich years with confidence.
Anna's Takeaways:
- Intro (00:00)
- Abbe's Personal Experience with the Sandwich Years (01:12)
- The Importance of Financial Planning (03:25)
- Breaking the Chain of Financial Silence (13:08)
- Balancing Personal and Family Finances (23:45)
- Estate Planning and Legal Documents (24:47)
- Navigating the Sandwich Generation (28:54)
- Resources and Tools for Financial Planning (32:40)
Meet Abbe Large:
Abbe Large is a Managing Director at Lenox Advisors with three decades of experience dedicating herself to her clients' best interests. Abbe's personal experience with her father's pancreatic cancer journey ingrained how important the products and services she provides to her clients truly work. Specializing in financial, estate, and retirement services, she also assists corporate clients with strategic employee benefits. She was named on Forbes Top Financial Security Professionals in both 2023 and 2022. A devoted family woman and active community member, she enjoys paddleboarding, skiing, and maintaining a healthy lifestyle
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
-
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
Links mentioned in this episode (can you please embed the links?)
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest website:
Website: https://www.lenoxadvisors.com/About/Our-Team/Individual-Details/advisor/Abbe-F-Large
Email: alarge@lenoxadvisors.com
LinkedIn: https://www.linkedin.com/in/abbelarge/
Podcast Episode: The Root Of Our Health: How To Live Financially Well With Abbe Large
Podcast Episode: LifeBlood: Protect Your Family with Abbe Large
In this special 250th episode I’m highlighting three key areas that have resonated most with you: Parent Finances, Kids and Money, and Lifestyle topics like goals, health, and finding passion.
Thank you for being a part of this podcast, whether from the start or just joining.
Your support has made this milestone possible, and I’m excited to keep growing with you as we aim to live financially confident lives and raise financially savvy kids.
Now, let’s dive into the highlights from the past 250 episodes!
Anna's Takeaways:
- Celebrating 250 Episodes (00:00)
- Lifestyle Goals, Health, and Finding Passion (04:13)
- Healthcare and Financial Decision-Making (05:45)
- Parent Finances and Building Financial Security (08:42)
-
Raising Financially Savvy Kids (11:46)
-
Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
- Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
- Links mentioned in this episode (can you please embed the links?)
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Podcast Episodes Shared:
Goals, Health & Finding Passion
1. 191: How to Live a Life Without Goals with Derek Hagen
2. 193: Finding Your Passion and Achieving Financial Freedom with Hugh Zaretski
3. 208: How To Achieve Balanced Lifestyle For Overall Health with Dr. Bryana Gregory
4. 209: Nurturing Healthy Habits in Children: Empowering Families for Well-being with Alicia Mazari
5. 235: Saving Smarter With Anne Lester
Kids & Money
1. 198: Legacy Series: Should You Open a Savings Account or a Custodial Account For Your Child?
2. 204: Raising Money-Smart Kids: Your Ultimate Resource Guide
3. 210: 529 College Savings Plan: Getting Started [Part 1]
4. 219: Discovering Your Awesome Stuff™ with David Delisle on The Golden Quest
Parent Finances
1. 217: Alternative to Mint.com Budgeting Platform – Monarch Money
2. 224: Unlocking Financial Intimacy: A Guide to Money Dates
3. 237: Life Insurance Made Simple: Securing Your Family's Future]
In this episode of the Money Boss Parent Podcast, I’m thrilled to share the journey of running my first marathon.
From the early stages of training to crossing the finish line at the San Francisco Marathon, this experience pushed me beyond my comfort zone, teaching me valuable lessons about endurance, resilience, and mental strength. I dive into the challenges of preparing for the race, the mental hurdles I faced, and the surprising twists that arose, like navigating the infamous San Francisco hills.
Beyond the physical challenge, I explore how running a marathon parallels managing your finances—both require long-term commitment, patience, and the ability to take things one step at a time.
Whether you’re a runner, interested in personal growth, or looking for inspiration to tackle your own challenges, this episode offers insights and motivation to help you run the marathon of life with determination and purpose.
Anna's Takeaways:
- Intro (00:00)
- Planning & Training for the Marathon (02:53)
- Balancing Training with Daily Life (09:53)
- Physical & Mental Challenges During Training (15:56)
- Race Day Experience: The Golden Gate Bridge & Beyond (16:43)
- The Final Stretch: Overcoming Mental & Physical Barriers (26:33)
- Post-Race Recovery & Reflection (36:54)
- Connecting the Marathon Experience to Personal Finance (40:40)
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Final Thoughts and Invitation to Join the Financial Marathon (45:50)
-
Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
- Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
- Links mentioned in this episode (can you please embed the links?)
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Podcasts to explore:
- Pumped Up Parenting: Creative Ways to Teach Your Child About Financial Success
With my son, Liam, about to start kindergarten, I’ve been thinking a lot about how to introduce him to money in a way that makes sense for his age. I’ve started with simple things like using tooth fairy money and playing with a toy cash register, which has been a fun way to help him grasp basic concepts.
I’m also exploring ideas like setting up spending, saving, and giving jars, and finding ways to weave money conversations into our everyday life.
If you’re curious about how to get your kids started with understanding money, or if you’re just looking for some new ideas, join me in this episode. Let’s make learning about money a fun and natural part of our kids’ lives!
Anna's Takeaways:
- Teaching Financial Literacy To Young Children (00:01)
- Teaching Money Management Through Play & Real-Life Experiences (05:39)
- Money Management Family Meetings (11:01)
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Allowance, Setting Goals & Money Jars (15:07)
-
Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
- Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
Links mentioned in this episode
Book - Raising Financially Fit Kids by Joline Godfrey,
Cash Register- https://amzn.to/3Ak8GfE
Kids Wallets - https://amzn.to/3AobiZN
3 Jars - https://amzn.to/3M2aVH5
Kid’s Monopoly Game - https://amzn.to/4dEYyfN
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
How can personalized coaching truly transform a student's educational journey? Why do students need a coach, and when is the ideal time to start? These are just a few of the intriguing questions we’re diving into in today’s episode.
My guest, Joel Nicholson, will share his thoughts on the gaps in our educational system and how Youthfully supports students in launching passion projects, securing internships, and redefining what success looks like today.
Are grades and standardized tests really the best indicators of potential? We’ll explore the skills essential for future success, the role of AI in education, and the unique benefits of one-on-one coaching.
Join us for an engaging conversation about empowering the next generation and navigating the ever-changing landscape of education.
Anna's Takeaways:
- Personalized Coaching For Students (0:00)
- Passion Projects And College Admissions (03:30)
- High School Internships & Their Impact On University Admissions (10:25)
- Internships, Academic Achievement & Career Success (15:19)
- Future Of Education, Career Development, And Soft Skills Training (25:00)
- Alternative Education Paths & Coaching For Students (33:29)
Meet Joel Nicholson
Joel Nicholson is widely recognized as the world's top youth coach and the original pioneer of the youth coach role nearly 15 years ago. He created Youthfully, the leading coaching and development platform for students. Youthfully flips the antiquated, one-size-fits-all educational model on its head by offering powerful one-on-one coaching, usually reserved to top executives and making it accessible to young people through an innovative platform. Youthfully helps students of their own, boasting some of the highest success rates to the world’s top employers and universities, thanks to its unique, holistic approach that crafts the whole student. They also help career centers at universities, admissions consulting firms, and tutoring or counselling organizations optimize and scale their coaching functions using Youthfully's technology and systems. Joel's career began in management consulting, but his path quickly veered towards education and tech with the launch and subsequent sale of his first company, CampusRankings, in 2016. He’s a former college professor, and has led workshops at the World Economic Forum in Davos, the University of Toronto, the African Leadership Academy, and other leading institutions.
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- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
- Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
- Links mentioned in this episode
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest websites:
https://instagram.com/youthfullyhq
Schedule a Free Consult
Free Assessment - ReadyU Quiz
As we draw nearer to the back-to-school season, how can we make learning about money fun and engaging for our kids? In this episode, we'll explore essential books for parents and kids, online tools, and even California's latest financial literacy initiatives that offer you the support you need.
Whether your child is 4 or 18, there's something here to inspire their financial journey.
So grab a coffee, get comfortable, and let's make this school year financially empowering for your family. Remember, you are the bosses of your own money!
Anna's Takeaways:
- Intro (00:00)
- Finance book for kids (03:45)
- Tips for teaching children about money management (08:16)
- Teaching financial literacy to children & teenagers (12:45)
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team with my son, everything I never learned as a kid.
Website & Links mentioned:
https://www.mainstreetplanning.com/posts/back-to-school-money-skills-essential-guidance-for-parents-and-children/
Today, we have a special guest, Amita Sharma co founder of NourishDoc, joining us to discuss the intersection of midlife, perimenopause, and financial wellness.
Inspired by her own journey, Amita has created a holistic wellness platform to support women navigating this significant stage of life.
In this episode, we dive into managing the unique financial and emotional challenges of midlife transitions, practical tips for maintaining overall wellness during perimenopause, and insights on how to support family members through this transition.
Whether you are experiencing this stage of life yourself or are supporting a loved one transitioning through, this episode is packed with valuable insights and advice that aim to empower and guide you through this important next stage of life.
Anna's Takeaways:
- Intro (00:00)
- Holistic Approach To Menopause Management (07:35)
- Self-Care And Hormonal Balance For Women During Perimenopause (14:31)
- Menopause And Its Impact On Women's Health, Productivity, And Finances (18:27)
- Hormonal Imbalance, And Self-Care For Women. (24:11)
Meet Amita Sharma
As a co-founder of NourishDoc, a global holistic wellness platform for middle-aged women, Amita has over 20+ years of working for e-commerce, fintech and other high tech companies.
Inspired by her perimenopausal journey and working in the high tech world, she felt unsupported and a need to bring the taboo topic of perimenopause and workplace for an open discussion.
She is on a mission to bring affordable holistic wellness to every woman in the world who is going through a midlife journey of perimenopause and beyond
- Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
- Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
- Links mentioned in this episode
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest websites:
Facebook: www.facebook.com/nourishdoc
Instagram: www.instagram.com/nourish_doc
YouTube: https://www.youtube.com/@nourishdoc
LinkedIn: https://www.linkedin.com/company/nourishdoc/
Website:http://www.nourishdoc.com—-APP is coming out in mid June
Personal Linked: https://www.linkedin.com/in/amita-sharma-nourishdoc/
Today we're continuing our discussion on comparing 529 college savings plans with other alternatives that parents might want to consider. In this episode, we delve into less traditional options such as Coverdell Education Savings Accounts (ESAs), prepaid tuition plans, custodial, and general investment accounts.
We'll explore the benefits and drawbacks of each, helping you make informed decisions on the best ways to save for your children's education.
Make sure to check out previous episodes (210, 211, and 241) for detailed insights on 529 plans, Roth IRAs, and real estate options. Join me in navigating the various paths to securing your child's educational future.
Remember, you are the boss of your money!
Anna's Takeaways:
- Intro (00:00)
- 529 Accounts For K-12 Education Expenses With Pros & Cons (04:02)
- Prepaid Tuition Plans & Their Benefits (08:29)
- Custodial Accounts For College Savings (15:33)
- College Savings Options (21:04)
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team with my son, everything I never learned as a kid.
Website & Links mentioned:
Where to Open Accounts: Vanguard, Fidelity, Charles Schwab
-
210 – 529 College Savings Plan: Getting Started [Part 1
-
211 – Maximizing 529 Plans: Tax Benefits and Best Practices (Part2)
-
241 - Which is Better for College Savings? 529 Plans vs. Roth IRAs & Real Estate
I’m super excited about today’s episode because we have the amazing Ann Garcia, also known as The College Financial Lady, joining us and we’re diving into all things college planning!
Ann is a certified financial planner and the author of How to Pay for College who isa sought-after expert that has developed a fantastic framework for creating your own college plan.
So, what does that framework look like? Well, Ann breaks down financial tasks and family conversations by your child's life phase-making the whole process so much more manageable and clear.
As a parent of twins who graduated debt-free from college, Ann brings both professional and personal experience to the table. So, whether you’re just starting to think about college or deep in the planning process, this episode is packed with practical advice and insights.
Ready to dive in and learn how to plan for college like a pro? Let’s get started!
Anna's Takeaways:
- Intro (00:00)
- Financial Tasks & Conversations For Parents & Students (02:06)
- College Savings, Paths & Flexibility (08:39)
- Saving For College, Financial Aid & Budgeting (13:26)
- Balancing Priorities & Creating A Personalized Budget (20:15)
- Scholarships - Involving Students In The Process (27:14)
- How Parents Can Support Their High School Students (30:28)
- Managing Expectations (35:40)
About Ann Garcia:
Ann Garcia is a Certified Financial Planner and go-to expert on paying for college. She is the author of the critically-acclaimed "How to Pay for College" and a sought-after media guest who's been quoted in the New York Times, the Wall Street Journal, and U.S. News and World Report, to name a few. Ann recently launched an interactive online course to help parents (and their advisors) affordably build saving for college and applying for aid into their broader financial plan. As a parent whose twins just graduate debt-free from college, Ann's expertise expands beyond FAFSAs and 529s — she understands the emotional components of helping your child set and achieve goals for their future. Outside of financial planning, Ann is an avid runner, skier and fan of middle school rock concerts.
- Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
- Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest websites:
https://howtopayforcollege.com/
Masterclass- for older kids
https://www.facebook.com/collegefinanciallady
https://www.linkedin.com/in/ann-garcia-cfp/
https://twitter.com/anngarciacfp
Today we have a special Fourth of July episode focused on financial independence where we'll explore what it means, how to achieve it, and why it's essential for your family.
Drawing parallels between our forefathers' quest for freedom and personal finance, we'll delve into the historical context of financial independence today, key steps to achieve it, tips for teaching kids about money, and ways to celebrate financial wins.
Join me in starting your journey toward financial freedom!
Anna's Takeaways:
- Intro (00:00)
- Personal Finance & Economic History (04:59)
- Evolution Of Finance, Technology & Financial Education (09:39)
- Financial Independence (16:20)
- Teaching Kids Basic Money Skills & Celebrating Financial Wins (20:31)
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team with my son, everything I never learned as a kid.
Website & Links mentioned:
- Open a Savings Account:
While 529 college savings plans are popular for their tax benefits and flexibility, it's worth exploring other avenues to give your family more opportunities and variety for saving for your kids' college education.
Today we are looking at Roth IRAs and real estate which offer unique benefits, such as tax-free growth and potential rental income, that could provide more flexibility and financial stability for your family's future beyond college for your kids.
Join me in exploring how you can diversify your savings approach and ensure a bright future for your children.
Anna's Takeaways:
- Intro (00:00)
- 529 College Savings Plans Drawbacks (04:03)
- Using Roth Iras & Real Estate For College Savings (08:14)
- Alternative Ways To Fund College Education (12:44)
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team with my son, everything I never learned as a kid.
Website & Links mentioned:
- Websites Where You Can Open Accounts: Vanguard, Fidelity, Charles Schwab.
-
210 – 529 College Savings Plan: Getting Started [Part 1
-
211 – Maximizing 529 Plans: Tax Benefits and Best Practices (Part2)
My guest and former teacher Danny Kofke's passion for teaching and personal finance led him to write five personal finance books, including "The Wealthy Teacher: Lessons for Prospering on a School Teacher's Salary."
In this week's episode he shares his practical tips and actionable advice to help you and your family achieve financial success, even on a modest salary.
Tune in to discover how you can make daily changes to set your family on the path to financial freedom.
Anna's Takeaways:
- Intro (00:00)
- Budgeting & Financial Planning For A Family On A Teacher's Salary (07:37)
- Teaching Children Good Money Habits (10:46)
- Communication & Early Education (14:04)
- Financial Lessons For Teachers (18:45)
- Financial Management And Investing For Millennials (24:07)
- Prioritizing Family Values & Goals (28:19)
- Financial Wellness & Taking Control Of Spending (32:32)
About Danny Kofke:
After being an elementary school teacher for 18 years, Danny Kofke recently left the classroom to work with Mentoro - a financial education company. His love of teaching and personal finance led him to write five personal finance books including The Wealthy Teacher: Lessons For Prospering On A School Teacher’s Salary. Danny’s everyday approach to handling money has led him to appear on numerous television shows including Fox & Friends, The CBS Early Show, CNN’s Newsroom, The 700 Club and The Clark Howard Show. He has also been interviewed on over 600 radio shows and featured in a number of publications including USA Today, Yahoo.com, The Wall Street Journal, Money Magazine and The Atlanta Journal Constitution. He wants to show others if this former school teacher can do well financially, they can too!
- Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
- Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest websites:
The Wealthy Teacher: Lessons for Prospering on a School Teacher's Salary
https://www.facebook.com/mentorogroup
https://www.instagram.com/mentorogroup/
https://twitter.com/mentorogroup
https://www.linkedin.com/company/mentorogroup/mycompany/
With kids home from school, vacations in full swing, and wedding season upon us, it seems like summer brings a flurry of expenses. Despite the season’s slower pace in other areas, summer can be financially demanding.
In today’s episode, I’ll share five practical tips and a useful tool to help you stay on top of your budget, avoid guilt and regrets, and truly enjoy your summer.
Anna's Takeaways:
- Intro (00:00)
- Budget-Friendly Summer Activities For Families (04:55)
- Meal Planning And Prep For Summer (09:24)
- Reducing Waste, And Using Ai For Meal Planning (13:48)
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team with my son, everything I never learned as a kid.
Website & Links mentioned:
Monarch Money
EventBrite
Meal Lime
Care.com
Trip Advisor
Busy Toddler
All Recipes
Kids Eat In Color
Baby Foode
Next Door
Money Crashers
Honey For Discounts
Nerdwallet's Guide to Budgeting For Summer Activities
Budget Friendly Summer Activities
Today's special guest, Anthony Delauney is a seasoned financial advisor and the founder of Owning the Dash LLC, an organization dedicated to promoting childhood financial literacy and family financial freedom. He has authored award-winning children's picture books that teach essential money lessons, as well as financial self-help books for couples at different stages of their financial journey.
In today's episode, we dive into the best ways to start talking to your children about money, practical tips for making financial education fun and engaging, and common mistakes parents should avoid.
Stay tuned for an insightful conversation that will help you lay a strong foundation to raise money-smart kids.
Anna's Takeaways:
- Intro (00:00)
- Teaching Children About Money Management (05:07)
- Money Management Through Storytelling (12:55)
- Storybooks & Allowances (17:48)
- The Importance Of Emotional Control When Making Financial Decisions (22:19)
- Good Money Habits & Avoiding Fear Of Judgment (27:20)
- Budgeting & Financial Literacy For Children (31:34)
Meet Anthony Delauney:
Anthony Delauney is a financial advisor and the founder of Owning the Dash, LLC, an organization dedicated to promoting childhood financial literacy and family financial freedom. Delauney has written a series of award-winning children's picture books that each teach basic lessons about money. He has also authored two financial self-help books geared toward helping young couples start their financial journey and toward helping older couples prepare for their transition into retirement. His 2022 self-help book The No-Regrets Retirement Roadmap was recognized by the Wall Street Journal as a 2022 Best Book About Aging and Retirement. Anthony has worked in the financial services industry for over two decades and has acquired the professional certifications of Certified Financial Planner(TM) practitioner, Chartered Financial Consultant®, Chartered Retirement Planning Counselor(SM), Retirement Income Certified Professional®, and Behavioral Financial Advisor(TM).
Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
- Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
- Links mentioned in this episode (can you please embed the links?)
-
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
-
Guest website:
Website
Have you ever considered how life insurance fits into your financial toolbox?
Many of my clients are currently navigating the application process, with some facing challenges because of their health. This has sparked a necessary conversation about the importance of life insurance in securing your family's financial future.
Whether you're new to life insurance or revisiting your policy choices, this episode is crafted to provide you with the insights you need.
Anna's Takeaways:
- Intro (00:00)
- Life Insurance Options For Families (05:27)
- Financial Planning For Families (10:42)
- Term Life Insurance Policies And Their Benefits (16:33)
- Life Insurance Options And Their Financial Stability (20:42)
- The Importance Of Revisiting Policies As Life Changes (25:13)
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team with my son, everything I never learned as a kid.
Website & Links mentioned:
056: Love is in the air, so is Life Insurance
236 – Banking on Yourself: Mastering Wealth Building Strategies with Mark Willis, CFP
207 -Maximizing Overlooked Employee Benefits in Open Enrollment for Parents
"Banking on Yourself" --- Why is it gaining traction? What can it truly offer to your financial planning?
Join me as Mark Willis, a Certified Financial Planner and leading authority on this concept, reveals how you can use whole life insurance policies not just for assurance, but as a dynamic tool for building wealth.
How can this strategy help you save for retirement or your next car, or even your children's education? Discover the unique benefits and applications of banking on yourself with Mark Willis, and explore how you can take control of your financial future today.
Anna's Takeaways:
- Intro (00:00)
- Saving And Recapturing Interest (02:01)
- Personal Finance And Retirement Planning (06:49)
- Using Whole Life Insurance As A Banking System (12:17)
- Life Insurance Benefits And Tax Advantages (15:42)
- Using Life Insurance Policies As Investment Buckets (21:54)
- No Credit Check Or Repayment Plan (27:29)
- Personal Banking System (30:35)
- Investment Vehicle (35:35)
Meet Mark Willis:
Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy and your future.
Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest Websites:
Lake Growth Financial Services: https://lakegrowth.com/
Not Your Average Financial Podcast: https://nyafinancialpodcast.com/
YouTube: https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ
LinkedIn: https://www.linkedin.com/in/marklakegrowth/
Twitter:https://twitter.com/LakeGrowth
Facebook: https://www.facebook.com/lakegrowth
Instagram: https://www.instagram.com/notyouraveragefinancial/
It sounds simple, but why is saving money so challenging for many of us?
This episode features Anne Lester, former head of retirement solutions at JP Morgan, who brings both personal experience and professional expertise to the discussion. Anne explores the psychological barriers that complicate saving, such as anxiety and shame, and shares effective strategies to overcome these hurdles.
Discover actionable tips like automating your savings to simplify financial decisions and learn about practical ways to enhance your savings habits for a secure future.
Anna's Takeaways:
- Intro (00:00)
- Personal Finance, Savings + Spending Habits (08:53)
- Money Types (12:33)
- Managing Spending Habits + Creating Savings Guardrails (16:55)
- Small Changes Lead To Significant Savings (22:14)
- Finding Joy In Everyday Life (26:08)
- Saving + Investing For Retirement (30:45)
Meet Anne Lester:
Anne Lester is a retirement expert, author of Your Best Financial Life, media commentator, top-rated speaker and former Head of Retirement Solutions for J.P. Morgan. She co-founded The Aspen Leadership Forum on Retirement Savings with AARP. Anne is on a mission to help rising leaders retire on their time and target.
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest Websites:
Website: https://annelester.com/
Anna's Takeaways:
Popular Debt Management Strategies:
- Debt Settlement: Overview of how negotiation works, its risks, and potential costs.
- Credit Counseling: Benefits of getting professional guidance to manage debt and potential fees involved.
- DIY Debt Management: Tips on managing debt independently through budgeting and expense management.
- Debt Consolidation Loan: Explanation of consolidating multiple debts into one loan to simplify payments.
- Credit Card Balance Transfer: Advantages of transferring balances to a card with a lower interest rate and introductory 0% APR.
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team with my son, everything I never learned as a kid.
Websites Mentioned on the Show:
Nerdwallet.com has a great resource for finding a 0% credit card to transfer your balance.
Today we're exploring how to support your partner to be physically and financially healthy with financial and health expert; Bradley Jarryd.
Listen in as Bradley shares his transformative journey from an overweight child to becoming a model and wellness advocate, emphasizing the importance of both financial prudence and physical health in strengthening relationships.
Dig deeper into what it takes to create a supportive environment that fosters personal growth, health, and empowerment in partnerships and learn how balancing health and finances can enrich your relationship and lead to mutual empowerment.
Anna's Takeaways:
- Intro (00:00)
- Why People Struggle With Both Health And Finances (07:26)
- Financial Struggles And How To Approach The Topic With A Spouse (13:09)
- Financial And Health Goals, Roles, And Accountability In Relationships (19:29)
- Health Transformation For Busy Fathers (23:35)
- Personal Development And Healthy Habits (29:05)
- Healthy Eating And Budgeting For Busy Professionals (33:14)
- Simple Habits And Mindset Changes (37:23)
Meet Bradley Jarryd:
Brad, born in South Africa and raised as a shy, overweight only child in Tampa, Florida, underwent a transformation driven by a desire to fit in, leading to a successful career in male modeling. Motivated by his observations of American financial habits compared to his immigrant parents', Brad became a certified Finance Coach in 2019. Recognizing the link between physical health and financial wellbeing, he co-founded Empower Men, aiming to assist busy professional husbands and fathers in achieving optimal health and financial stability while fostering a sense of brotherhood. Brad's mission is to cultivate a nation of healthier fathers, wiser husbands, and stronger contributors to family and community.
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest Websites
Instagram: @empowermen.co
Website: https://empowermen.co/
Today we're shaking up traditional financial wisdom by exploring investments you never thought you needed but won't regret making.
Curious about how these unconventional purchases can transform your budgeting strategies and offer a clearer path toward financial success? Join me as we unveil the power of smart spending on resources that do more than just save you money—they guide you toward making informed, impactful decisions for a brighter financial future.
Anna's Takeaways:
- Intro (00:00)
-
Budgeting Apps + Financial Planning Consultations (01:52)
-
Monarch Money app
- You Need a Budget (YNAB)
-
Tiller Money
-
Financial Planners + Their Payment Structures (06:18)
-
Garret Planning Network
- National Association of Personal Financial Advisors (NAPFA)
-
XY Planning Network
-
Investing In Educational Resources + Legal Documents For Parents (08:38)
- Term Life Insurance + Its Importance (13:26)
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team with my son, everything I never learned as a kid.
Website & Links mentioned:
Welcome back to the Money Boss Parent Podcast, where we explore the intersections of parenthood, entrepreneurship, and financial empowerment. Today, we're venturing into the vibrant world of conscious fashion and living with my guest, Angela Melfi, co-founder and CEO of Threads Worldwide. Angela is on a mission to connect consumers with women artisans from nine countries, including the United States, through fair trade practices that produce exquisite jewelry, home goods, and handbags.
In this episode, we delve into how conscious consumerism can be seamlessly integrated into our daily lives.
Get ready to reshape the way you shop and influence the legacy you leave for future generations to come.
Anna's Takeaways:
- Intro (00:00)
- Starting A Fair Trade Business + Partnering With Women Artisans (02:37)
- Ethical Jewelry Making (06:40)
- Ethical Consumerism (13:10)
- Second-Hand Shopping (17:50)
- Clothing Rental Services (22:44)
- Travel, Business + Social Impact (27:01)
- Ethical Fashion + Empowering Women Through Fairtrade Products (30:16)
Meet Angela Melfi:
Angela is co-founder and CEO of a social impact company called Threads Worldwide and mother to a 4 and 7 year old. Angela is on a mission to create more life-changing work and connection with women in 9 countries (including here in the US) and does it through the fair trade of artisan crafted jewelry, home goods, and handbags. Today we are going to talk about Conscious fashion and living.
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest Websites:
Instagram: @angela.threadsworldwide
Instagram: @threadsworldwide
Website: www.threadsworldwide.com - Use Promo Code "ANNA" to receive 20% off your order of Fairtrade earrings and necklaces through to the end of May.
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 can freshen up our finances by revisiting goals, decluttering paperwork, adjusting withholdings, reviewing insurance policies, and even booking vacations early. These proactive steps help set us up for financial success in the season ahead.
Anna's Takeaways:
-
Revisit your resolutions
-
Clean your financial 'junk drawer
-
Invest in high-yield savings
-
Review insurance policies
-
Clean up your budget
-
Get rid of unwanted subscriptions
-
Book your 2025 vacation in 2024
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
GRAB your FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team with my son, everything I never learned as a kid.
Resources Mentioned:
- Find me on Instagram at @moneybossparent and DM me work “HYSA” and I’ll send you a list of my top 5 favorite places where you can open a High Yield Savings Account.
- Monarch Money - Spending Tracking App
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 back the curtain on these topics and more, offering her expert predictions for 2024 and sharing valuable insights on deductions and credits you're likely missing.
From navigating financial windfalls like selling a business or property to innovative strategies for business owners and side hustlers—like hiring your children or even writing off your dog—Shauna promises legal, effective tactics to lighten your tax load.
If you're ready to transform your approach to taxes and uncover strategies to keep more of your hard-earned money in your pocket, this episode is a treasure trove of wisdom you won't want to miss.
Anna's Takeaways:
- Intro (00:00)
- Minimizing Tax Burden (01:36)
- Building A Team Of Professionals (04:18)
- Working With CPA’s (10:17)
- Tax Strategies For Individuals And Businesses (13:41)
- Starting A Business + Using Children In Tax-Free Income (19:09)
- Saving Money For Children's Education (25:21)
- Families With Businesses + Investments (28:07)
- 529 College Savings Plans + Alternative Life Insurance Options (32:31)
- Families With Kids (38:12)
- Strategies For Significant Life Changes (41:04)
Meet Shauna A. Wekherlien, CPA:
Shauna A. Wekherlien, CPA, MTax, CTC, CTS, commonly known as The Tax Goddess, is a US’ Top 1% ranked, highly sought-after Tax Strategist. She is passionate about helping successful business owners, entrepreneurs, and high-wage earners reduce their tax burden. Having founded Tax Goddess Business Services, PC in 2004, she has built a large global team of tax specialists who use "plain language" (not tax code) to help her clients create tax opportunities and manage tax risk legally.
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest Websites
FREE Chapters of the new book “The 6 % Life”
Facebook Page -https://www.facebook.com/thetaxgoddess
Instagram Page - https://www.instagram.com/thetaxgoddess/
Twitter - https://twitter.com/TaxGoddess
Linkedin - https://www.linkedin.com/in/taxgoddess/
Website - https://taxgoddess.com/
Youtube - https://www.youtube.com/channel/UCyaKEndOmUohZ-Rpre2_law
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 Francisco Bay Area market so unique, and how can buyers and sellers best prepare themselves for success in this high-demand, low-inventory environment?
Anna sheds light on the crucial steps for preparation, from securing financing for buyers to the art of staging for sellers, and why focusing on personal needs instead of attempting to time the market is key.
Whether you're a seasoned investor, a first-time buyer, or simply fascinated by the intricacies of real estate, this episode promises to offer valuable insights and inspire your own property buying or selling journey.
Anna's Takeaways:
- Intro (00:00)
- Preparing For Home Buying And Selling (07:33)
- Real Estate Financing And Down Payments (11:59)
- Real Estate Market Trends And Strategies For Sellers (17:05)
- Real Estate Market Advice For Sellers And Buyers (23:22)
Meet Anna Fine:
Anna Fine, a dedicated Realtor® with a background in nursing, has been a South Bay Area resident since 2009. Transitioning from a successful 18-year career as an acute care and operating room nurse, Anna ventured into real estate in 2020. Her nursing background equipped her with invaluable interpersonal skills, seamlessly translating into exceptional service for her real estate clients. A homeowner since the age of 21 and a seasoned real estate investor, Anna runs a thriving real estate business, specializing in buyers, sellers, and investors. As a Master Certified Negotiation Expert (MCNE), Real Estate Negotiation Expert (RENE), and Certified Luxury Home Marketing Specialist, Anna delivers a true Concierge Experience, managing every aspect of the home buying or selling process.
Fluent in English, Russian, Hebrew, and Ukrainian, Anna is actively involved in prestigious real estate associations, including serving as the First Vice President of the Women's Council of Realtors Silicon Valley Branch. In addition to her real estate expertise, Anna is certified in plant-based nutrition and has embraced a plant-based lifestyle since 2019. Her holistic approach underscores the profound connection between health and wealth, making her not only a trusted Real Estate Advisor but also an advocate for well-being in the community.
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest Websites
FREE DOWNLOAD - https://annafinerealestate.com/buyers-guide
Web Site to learn more: https://annafinerealestate.com/
Instagram: https://www.instagram.com/afinerealtor
FB: https://www.facebook.com/anna.fine.20
LinkedIn: https://www.linkedin.com/in/realtor-anna-fine/
YouTube: https://www.youtube.com/@AnnaFineRealEstate/videos
Twitter: https://twitter.com/Annamyrealtor
Yelp: https://www.yelp.com/biz/anna-fine-real-estate-san-jose-2
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% of our income to self-care and managing our time effectively, drawing from transformative resources like Marie Forleo's Time Genius course.
From leveraging apps like Fabulous and Headspace to delving into impactful reads such as "How Are You, Really?" by Jenna Kutcher, I'm eager to share strategies and tools that support a holistic approach to self-care.
Let's embrace this opportunity to reaffirm our commitment to self-care, making it an integral part of our journey towards thriving in every aspect of our lives.
Anna's Takeaways:
- Intro (00:00)
- Budgeting For Self-Care (03:15)
- Prioritizing Self-Care And Managing Time Effectively (08:14)
- Self-Care Apps And Devices (14:38)
- Self-Care Practices (19:34)
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team with my son, everything I never learned as a kid.
Website & Links mentioned
Old podcast episode: #184 https://annasergunina.com/captivate-podcast/financial-self-care/
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 young children.
Together, we explore how their experiences—from running a martial arts school to founding a nonprofit for kids—have shaped their unique approach to parenting and leadership.
Listen in to hear their practical advice and strategies that promise not just to inspire but also to equip you with the tools necessary to foster a generation of leaders, ready to face the world with confidence and compassion.
Anna's Takeaways:
- Intro (00:00)
- Raising Confident Leaders (02:03)
- Parenting And Legacy (04:21)
- Leadership Skills And Martial Arts For Families (06:58)
- Teaching Children Self-Confidence (09:30)
- Brain Development And Language Learning In Children (15:36)
- Child Development Strategies (19:31)
- Olympic Gymnastics (23:06)
- Teaching Children Life Skills (26:56)
- Praising Children Effectively (33:43)
- Good Manners (36:03)
- Social Skills + Making Friends (46:33)
Meet Audra and Matt Karam
Audra, with a Child Life Bachelor's Degree, and her husband Matt, bring 20 years of experience in creating a successful Character and Leadership Development curriculum for children aged 3-9. They've raised their 4 children while managing businesses, helping over 1,000 families develop leadership skills. Audra, recognized with national awards, has worked with Fortune 100 and 500 companies. Matt, with 25 years of teaching, holds a Finance degree and owns multiple successful businesses. Together, they founded Karam's Little Leaders, a program for PreK-4th grade, and a non-profit to support children. Their passion is helping parents raise Stand Out Leaders.
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest Websites
Making Friends for your 3-9y.o. Booklet - FREE- Download: makefriends.club
Website to learn more: BlackBeltBruce.com
Black Bruce Course - Special discount for Money Boss Podcast listeners:
Discount Code: 'anna1' - 1 child = $148 monthly SAVINGS. (1 child = $49/mo)
If they have more than 1 child, they can take advantage of a greater discount for each child.
Discount Code: 'anna2' - (2 children = $59/mo)
Discount Code: 'anna3' - (3 children = $69/mo)
*OR Best Deal!!***
Pay for 12 months in advance and pay only $29/month = $348 billed annually
If you have any questions, please email them to: Bruce@BlackBeltBruce.com
YouTube: https://www.youtube.com/channel/UCUcdidSuu_GpnhC1p-PR_kg
Facebook: https: //www.facebook.com/blackbeltbruce
LinkedIn: https://www.linkedin.com/company/blackbeltbruce/
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 next birthday or seeking tips to elevate your event planning without breaking the bank, this episode offers actionable advice and innovative strategies for budget-friendly celebrations.
Transform how you approach party planning, ensuring every celebration is both enchanting and economical.
Anna's Takeaways:
- Intro (00:00)
- Budget-Friendly Birthday Party Planning (02:58)
- Birthday Party Ideas For Children (07:56)
- Creating Lasting Memories (11:54)
- Using Technology For Creative Party Planning (15:45)
- Food And Decorations (19:35)
- Creating Meaningful Birthday Experiences For Children (26:24)
- Host A Family Christmas Party Despite Limited Resources (30:55)
- Budgeting For Kids' Parties And Planning Resources (35:58)
Meet Elizabeth Cates
Elizabeth Cates: She emerged as a mummy blogger and successful influencer, partnering with top brands, and eventually creating her own playgroup company, Petite Puddings and is the author of upcoming book: #BudgetBash A Guide to Planninf Childrens Parties on a Budget.
Elizabeth Cates' journey into mummy blogging and influencing was a pivotal step in her career. With the guidance of a business coach, she harnessed her creativity and social media presence to monetize her income while being a stay-at-home mom.
Children's Parties Revolution: Petite Puddings, created in 2022, is a groundbreaking concept, combining local supplier showcases with fun, themed events for parents. It's a unique trade show and playdate hybrid, providing invaluable support for those with social anxiety and a love for children's parties.
Upcoming Book: Elizabeth Cates' upcoming book, "How to Make Parties Pop: A Guide to Children's Parties on a Budget," offers a treasure trove of tips and tricks for parents who want to create memorable parties without breaking the bank.
Inspirations and Advocacy: Her story serves as a beacon of hope for moms who aspire to balance family, creativity, and entrepreneurship. Elizabeth Cates aims to empower and inspire other mothers to find their passion and support their families while nurturing their creative side.
- Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest Website
Website: Beth Brings The Bash
New Book: #BudgetBash: A Guide to Planning Children's Parties on a Budget
Guest Social
Instagram: @bethbringsthebash
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: Create a special atmosphere to foster comfort and relaxation.
- Agenda: Outline topics to cover, from budget reviews to long-term financial plans.
- Open Communication: Encourage honesty and transparency about financial concerns and aspirations.
- Goal Setting: Align your financial goals as a couple, both short-term and long-term.
- Budget Review: Evaluate your budget together, making any necessary adjustments.
- Celebrate Progress: Acknowledge and celebrate financial milestones and achievements.
- Plan for the Future: Discuss upcoming financial decisions and changes.
- Regular Check-Ins: Make money dates a routine to maintain financial accountability and alignment.
On Instagram, @moneybossparent DM me “Money Date” and I will send you my Money Date Checklist.
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team with my son, everything I never learned as a kid.
Links mentioned:
EP #217-Alternative to Mint.com- Monarch Money
Guest website: www.mainstreetplanning.com
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 talking about how our health connects to our wealth and financial success. I'll share what I'm doing and the tools I'm using to stay on track.
First, we'll chat about taking care of our bodies through diet and exercise. Then, I'll dive into the power of journaling for a healthy mind.
Anna's Takeaways:
- Focus on Health and how it’s connected to wealth and financial success
- What I am doing and the tools I am using to fuel my
- Body
- Mind
- Soul
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team with my son, everything I never learned as a kid.
Guest website & Links mentioned
- Financial Planning - mainstreetplanning.com
- Fitness Apps: Nike Running Club and 7 Minute Workout
- Good Housekeeping-Mediterranean Diet
- Oura ring- monitoring daily activity levels, tracking workouts, and measuring progress toward fitness goals.
- Daily journaling- using 5-minute reflection Jenna Kutcher’s journal
- Time Genius Course by Marie Forleo- as I get older, I am starting to value time more than money. This year I want to focus on maximizing my time.
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 mental spaces.
Decluttering not only tidies up your environment but also brings clarity and a lemony, fresh feeling to your family's daily life.
Learn about Kitti's unique one-system approach that promises to revolutionize your routines and enhance your family's well-being.
This episode is not just about tidying up; it's about adopting a positive mindset that you can even get your whole family involved in.
Tune in for an enlightening conversation that could be the key to transforming your home, mind and heart.
Anna's Takeaways:
- Intro (00:00)
- Decluttering + Organization With A Personal Touch (02:44)
- Decluttering Physical Space + Mental Well-Being (07:54)
- Decluttering + Organizing A Room (13:04)
- One Area Of A Room At A Time (19:37)
- Teaching Children Decluttering Skills (24:03)
- Decluttering + Its Connection To Mental Clarity (30:33)
- Maintaining Tidiness (37:29)
- Decluttering Tips And Habits (43:17)
Meet Kitti Andrews:
For over 20 years Kitti Andrews has been helping people to get unstuck and out of a state of overwhelm by getting their physical and mental surroundings under control by helping them to declutter their space and brain. Kitti has written, directed and performed over 800 online videos devoted to decluttering the five life pillars, which furnish the content for her daily newsletter. Her speaking career spans interviews on top podcasts and summits as well as Stanford and Harvard. She has contributed articles that have garnered her front-page status in the Los Angeles Tribune Magazine. as well as an upcoming interview in USA Today.
- Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
- Links mentioned in this episode
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
- Websites:
Guest website: https://www.declutterthebrain.com/
Guest social media:
Facebook: https://www.facebook.com/kitti.andrews.21
LinkedIn: https://www.linkedin.com/in/kitti-andrews-87644055/
Instagram: https://www.instagram.com/kittiandrews_mckay/
Twitter: https://twitter.com/kittiandrews
YouTube: https://bit.ly/3GQuWw8 for brevity
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 successes.
We'll discuss popular tools and methods that have worked wonders for our clients and ourselves while also unravelling the mystery of obtaining a consistent financial discipline.
So whether you're just starting out managing your finances, seeking personal financial stability, or simply looking to refine your current systems, this episode is a must-listen.
Don't miss this chance to transform your financial journey with the Money Boss Podcast!
Anna's Takeaways:
- Intro (00:00)
- How Thoughts Influence Actions Towards A Goal (03:53)
- Financial Planning + Automation (08:53)
- Goal Tracking Methods (16:11)
-
Setting Smart Financial Goals That Align With Your Values (19:53)
-
Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
- Links mentioned in this episode
David Bach’s Finish Quick Smart Systems: https://davidbach.com/wp-content/uploads/2016/04/FinishRich_Compressed.pdf
Book - How to Change - Katy Milkman
Book - Automic Habits -James Clear
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
- Websites:
www.mainstreetplanning.com
https://www.instagram.com/mainstreet_money/
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 the way to financial success. Whether you are aiming to refine your financial goals or are just starting out on your financial journey, this discussion is packed with actionable insights and practical advice.
Tune in to discover how these key strategies can transform your financial health and set you up for a prosperous 2024 and let's start making meaningful changes today!
Anna's Takeaways:
- Breaking Down Financial Goals Into Manageable Steps (06:05)
- Changing Habits And Making Progress Towards Financial Goals (10:23)
- Financial Habits And Mindset Changes (15:42)
-
Values And Goals With Financial Planning Insights (21:35)
-
Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
- Links mentioned in this episode
David Bach’s Finish Quick Smart Systems: https://davidbach.com/wp-content/uploads/2016/04/FinishRich_Compressed.pdf
Book - How to Change - Katy Milkman
Book - Automic Habits -James Clear
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
- Websites:
www.mainstreetplanning.com
https://www.instagram.com/mainstreet_money/
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 and even us as parents. Join me for a riveting discussion with my guest and author David Delisle, filled with eye-opening insights and practical tips.
This isn't just another chat; it's a chance to connect with David's groundbreaking ideas, transforming the way we and our kids view money.
Are you ready to embark on a golden quest for a richer life? Tune in and let's discover it together.
Anna's Takeaways:
- Intro (00:00)
- Teaching Kids About Finance And Money Management (01:48)
- Financial Literacy Through "Why" And "Cost" Comparisons (08:15)
- The Value Of Experiences Over Material Possessions (12:34)
- Money Management And Investing (16:59)
- Real Estate Investing (22:20)
- Financial Literacy For Children And Parents (28:56)
Meet David Delisle:
David Delisle author of The Golden Quest and founder of The Awesome Stuff™, is an Amazon bestselling author, entrepreneur, investor, speaker, and - most importantly - dad. David teaches kids (and adults) how to live a richer life and create the freedom for what is most important to them… the Awesome Stuff™. David is a Vancouver Island native, and currently resides in Victoria, B.C.
- Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team with my son, everything I never learned as a kid.
- Links mentioned in this episode
- Free Preview of David's Book: 2 Chapters & covers the 1st Golden Rule: https://drive.google.com/file/d/1hv4jedCa4PBDTVUe1Vm2ht0LvH7oUI14/view?usp=drive_link
- Guest website: https://www.theawesomestuff.com/
- Guest social media: https://www.instagram.com/theawesomestuff
EP198 - Should you open savings or custodial account for your kids? https://annasergunina.com/captivate-podcast/198-should-you-open-a-savings-account-or-a-custodial-account-for-your-child-legacy-110/
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 highlights five truths, from embracing change to cherishing moments and becoming a better version of myself.
I express my love and pride for Liam, emphasizing his caring and curious nature. As we celebrate at Lego Land, I encourage him to be proud of himself and explore limitless possibilities. This episode is a tribute to the joys, challenges, and unconditional love that have defined our journey together for the last 5 years.
Happy 5th birthday my sweet son, Liam!
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
Links mentioned in this episode
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team with my son, everything I never learned as a kid.
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 being a loyal Mint.com user, I'm ready to explore what Monarch Money has to offer.
In this episode, I'll share my research on how Monarch Money works and why I've decided to give it a try. But that's not all.
I'll also introduce you to my personal budgeting system, the "Money Flow System" a system I developed over a decade ago that is designed to help you effortlessly manage your spending.
If you are ready to gain clarity and control over your finances like never before join me as we dive in!
Anna's Takeaways:
- Personal Finance App Features And Benefits (03:54)
- Using Monarch Money For Financial Advisors And Clients (07:37)
-
Personal Finance Management System (08:50)
-
Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
- Links mentioned in this episode
Monarch Money - Get you free 30 days trial.
Money Flow System- Free Download
How I got my Own Money Flow Podcast EP. 60
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
- Websites:
3 Alternatives to Mint.com - Article by Katherine Edwards, CFP
www.mainstreetplanning.com
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 episode a few ideas about gifts that will keep on giving for many years to come.
One impactful way to do this is by gifting an investment such as a stock or bond to your child. It's not merely about offering a financial asset; it's about inviting them into the thrilling world of investing.
Anna's Takeaways:
-Gif ideas: of actual stock shares
-Apps to get the whole family involved: Stockpile and Greenlight offer accessibility, even with smaller amounts of money
-Custodial investment accounts for kids UTMA/UGMA
Rate, Review, and follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
Links mentioned in this episode
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
- Check out episode #117 Custodial Accounts, and 5 Stocks to begging to teach kids investing
- DM me “117” on Instagram @moneypossparent and I will send you a link to the full episode
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 her experience using the YNAB, [aka You Need a Budget] platform which takes a completely different approach to the whole budgeting idea.
Listen in as she discusses some pros and cons that will help you with your decision on which platform you want to move to.
Anna's Takeaways:
- Budgeting App YNAB’s Benefits (01:30)
- Personal Finance App Features And Usage (4:19)
- Budgeting And Personal Finance Management (7:57)
- Using Personal Finance Apps For Budgeting And Tracking Expenses (11:02)
Meet Katherine Edwards, a Certified Financial Planner® at Mainstreet since 2022. With a passion for helping clients achieve financial peace and enjoy life, she's been in the industry since 2014, earning her CFP® designation at Duke University in 2017. Katherine believes in the transformative power of a tailored financial plan and has dedicated herself to educating others about its importance. Beyond her financial expertise, she volunteers to provide counseling on debt and budgeting and has spoken at academic institutions on various financial topics. Based just outside Nashville, in Murfreesboro, Katherine enjoys exploring new restaurants, wine tasting, and spending quality time with her husband and two golden retrievers.
- Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
- Links mentioned in this episode
3 Alternatives to Mint.com - Article by Katherine Edwards, CFP
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
- Websites:
www.mainstreetplanning.com
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 goes away, I have been looking to understand and review how I used all the data Mint gave me. I have been considering how often I come back to certain parts of it and asking myself if I need all those details all the time or can I do with less each month?
Tiller Money is really suitable for someone who loves spreadsheets, and wants to spend time digging into their detailed financial data. If you feel you would benefit from having a complete picture of where all of your spending is this option may be just what you are looking for.
Tune in to learn more...
Anna's Takeaways:
- Using Tiller For Personal Finance Management (04:21)
- Personal Finance Apps And Security (11:30)
- How Secure Are These Websites? (14:36)
- Sign Up With Up To Five Spreadsheets (18:27)
Meet Jennifer Bush, CFP, an experienced financial advisor at Mainstreet Financial Planning since 2021. With over 15 years in finance, including 13 years at a wealth management firm, Jennifer is not just about numbers—she's passionate about simplifying complex financial situations. Armed with a CFP(R) and an Accounting degree, she's a single mom who, through smart money management, bought her own condo in 2021. Jennifer specializes in empowering women, particularly those facing life transitions. Beyond work, she enjoys nature walks, health and nutrition, and quality time with her daughter.
- Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
- Links mentioned in this episode
Navigating Tiller Money - Article by Jennifer Bush, CFP
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
- Websites:
www.mainstreetplanning.com
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 not disappearing completely; it's transitioning to another platform, Credit Karma.
To help you navigate this transition, I'll be sharing insights, tips, and considerations based on my own experience and those of my colleagues.
So if you're a Mint user wondering about the transition or someone looking to improve your financial tracking, this episode is for you.
Let's dive into the world of budgeting apps and make this transition as smooth as possible!
Anna's Takeaways:
- Budgeting App Migration And Data Capture (1:31)
- Mint's Upcoming Changes And Data Availability (5:59)
- Transitioning From Mint To Credit Karma (7:44)
-
Budgeting Apps And Tracking Expenses (12:13)
-
Rate, Review, & Follow on Apple Podcasts
- Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
- Links mentioned in this episode (can you please embed the links?)
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
- Websites:
3 Alternatives to Mint.com - Article by Katherine Edwards, CFP
www.mainstreetplanning.com
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 healing, and cleanse their physical, mental, and emotional selves.
In this week's episode, we embark on an eye-opening journey, exploring the profound link between health and wealth. Discover how your well-being can wield a mighty influence on your financial success, and conversely, how your financial situation can impact your health.
Anna's Takeaways:
- Holistic Health And Wellness (04:01)
- Blood Work And Other Tests For Holistic Health (09:03)
- Healthcare Costs And Long-Term Care Planning (13:33)
- Optimizing Health Through Detox And Lab Tests (16:59)
- Mental, Emotional, And Physical Detox Programs (22:00)
- Detox Programs And Gut Health (25:47)
- Health And Wealth With A Holistic Healer (31:47)
About Melissa
For health empowerment crusader Melissa Deally, your guided journey back to a vibrant, thriving, perfectly balanced state of well-being, mind, body, and soul is an attainable goal well worth every effort to achieve. Moreover, this elemental well-being is our birthright, deeply foundational to everything we could ever want in life, the solution to most if not all of the problems we are experiencing on every level.
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE Download: Looking for how to get your money in order as a new parent?
WHERE TO FIND MELISSA:
LinkTree
Quiz
Live-Well Program
Podcast
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, with those initial steps you need to kickstart your college savings journey. If you missed it, don't fret; there's still time to go back and catch up.
This week I'm sharing the nitty-gritty details on how to select the ideal plan and supercharge your savings game with a few tips and tricks straight from my family's playbook.
Let's dive in and explore the possibilities.
Anna's Takeaways:
- College savings plans with investment options (05:04)
- Maximizing savings (08:59)
- Saving for college (14:25)
- Start Early (18:58)
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
Links mentioned in this episode:
Best of 2023 College Savings Plans: https://www.savingforcollege.com/article/how-to-choose-the-best-529-plan-for-you
Bank Rate: https://www.bankrate.com/investing/best-529-plans/
- FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
In today's episode, I'm delving into the world of college savings plans, and more specifically the 529 college savings plans.
So, whether you're a parent planning for your kid's college journey or simply looking for some insights on what that can look like down the road, join me for today's conversation.
Anna's Takeaways:
- College Savings Plans And Their Benefits (00:02)
- Types of Plans And Their Benefits (04:47)
- Plans With Tax Benefits, Flexibility, And Ease Of Use (08:49)
- Speaking To A Financial Advisor (13:06)
- 529 College Savings Plans And Their Fees (17:28)
Rate, Review, and follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE Download: Looking for how to get your money in order as a new parent?
Are you tired of the dinner table battles and trying to teach your kids to eat well? In this episode of the Money Boss Parent Podcast, we're diving into the world of childhood nutrition with seasoned University instructor and holistic nutrition coach, Alicia Mazari.
With over 25 years of experience and more than a decade focused on coaching families, Alicia understands the frustration of watching your child turn away from nutrient-rich foods in favor of sugary snacks, and the constant worry about their nutritional needs.
Join us for this enlightening conversation full of tips and actionable strategies and together let's embark on a journey toward a happier, healthier, and more nourished family life.
Anna's Takeaways:
- Healthy Habits For Families (02:58)
- Getting Kids To Eat Vegetables (08:00)
- Healthy Eating Habits For Kids And Adults (13:19)
- Nutrition (20:56)
- Saving Money By Making Food At Home (31:15)
- Reducing Sugar Intake (34:44)
- Overall Health (40:46)
About Alicia Mazari
Alicia has been a university instructor for 25+ years, and a holistic nutrition coach for 12+ years. She has enjoyed seeing families transform their habits and reducing tantrums and food fights. She loves teaching the kids and families to explore new food playing through her Happy Healthy Kids Adventure program, a step-by-step learning program that allows kids and their parents, to realize that creating healthy habits completely transforms their home environment and their relationships.
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE Download: Looking for how to get your money in order as a new parent?
WHERE TO FIND Alicia Mazari
Website
Program
Free Gift
Today we're diving headfirst into the world of overall wellness, shedding light on how our health system directly impacts our daily lives and emotions --- and peeling back the layers on the broken aspects of our medical system to uncover the often overlooked, deeper issues that deserve our attention.
However, this episode isn't just about talk; my guest Dr. Bryana Gregory is here to empower you with practical steps to kickstart your own journey toward better health and a more fulfilling life.
So, whether you're a seasoned wellness enthusiast or just beginning to explore this path, join us - your holistic well-being is just one click away!
Anna's Takeaways:
- Holistic Health And Wellness (05:40)
- Addressing Physical Health Issues Through Lifestyle Changes (11:08)
- Holistic Health And Wellness Practices (14:35)
- Managing Overwhelm (18:50)
- Integrating Wellness Into Medical System (23:25)
- Holistic Healthcare And Wellness Coaching (28:13)
About Dr. Bryana
Dr. Bryana works with high-achieving women, helping them squash overwhelm and live their most healthy, abundant and fulfilling life. Bryana is a formally trained pharmacist practicing in the holistic medicine space, where she focuses on healing women from the inside out. Struggling with her own health challenges in the past, she was failed by conventional medicine - which led her to coaching other busy working female professionals to get healthy. Bryana's passion is leading women to realize their potential in health and living out a rich lifestyle, full of purpose. She believes that within each one of us, there is an untamed, refined, unstoppable woman longing to show up as her most abundant self.
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE Download: Looking for how to get your money in order as a new parent?
WHERE TO FIND Dr. Bryana Gregory:
Website
TikTok
Youtube
It's that time of year when we carefully consider the benefits that could significantly impact our family's financial well-being in the upcoming calendar year.
We usually focus on the essential benefits like life insurance, health coverage, dental, and vision. But in this episode, we're going to dig deeper into a set of benefits that might have been flying under your radar.
Stay with me as we journey through the multiple benefit options --- your family's financial future might just be transformed by what you're about to discover!
Anna's Takeaways:
- Using Dependent Care Accounts For Childcare Expenses (03:37)
- Tax-Free College Savings Plans And Legal Services (06:59)
- Employer-Provided Mental Health And Wellness Programs (12:18)
- Work-Life Balance Benefits And Their Importance (15:47)
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE Download: Looking for how to get your money in order as a new parent?
Today, I'm joined by Candy Messer, a profitability advisor with a strong background in bookkeeping and assisting entrepreneurs in building thriving businesses.
She brings a wealth of knowledge and a keen understanding of the unique challenges faced by parent-entrepreneurs and those managing side hustles, offering countless business owners peace of mind and the freedom to focus on their true passions.
Listen in and discover the secrets to simplifying your financial challenges and building a prosperous business.
Anna's Takeaways:
- Balancing Entrepreneurship And Parenting Responsibilities (01:11)
- Financial Concepts In Business (05:54)
- Managing Finances For Small Business Owners (10:22)
- Tax Planning And Savings For Small Businesses (12:45)
- Financial Planning And Investing For Small Businesses (18:27)
- Involving Your Children In Business (21:58)
- Teaching Children About Saving And Working For Money (27:19)
- Financial Lingo Guide And Employee Retention Tax Credit (29:47)
About Candy
Candy Messer provides information on bookkeeping, sales tax, payroll, training seminars, helpful information from other professionals, and anything she sees of value for her clients. Her goal is to give peace of mind to entrepreneurs who are overwhelmed with their bookkeeping and/or payroll tasks.
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE Download: Looking for how to get your money in order as a new parent?
WHERE TO FIND CANDY:
Website
Youtube
FREE GIFT: Your Guide to Financial Lingo
Choosing the ideal education system for your children is a decision that holds the power to shape their futures. Joining us today to provide vital information in this area is expert in education and a dedicated educator herself, Kristina Heagh-Avritt. Together with her husband, Kristina co-founded Vibrant Family Education, a groundbreaking initiative that empowers parents to take charge of their children's education.
In this week's conversation, we unpack the crucial factors you should weigh when picking an education system and explore the wonders of personalized learning.
If you're a parent on a quest to unleash your child's full potential and equip them with the tools they need to flourish, this conversation is full of insights you won't want to miss.
Anna's Takeaways:
- Navigating Education Options For Young Children (01:55)
- Public Schools, Private Schools, And Homeschooling (05:30)
- Online Schooling And Homeschooling (11:56)
- Homeschooling And Its Benefits (18:12)
- Benefits For Parents And Children (24:51)
- Homeschooling And Parent Coaching (28:42)
- Education Costs And Options For Families (32:27)
- Family Education (35:52)
About Kristina
Kristina Heagh-Avritt is recognized by her peers, parents, students and staff for her compassion, commitment and results in the coaching and training of children and their parents. Combining her love of education with a lifetime of entrepreneurship experience and self-development, she co-founded Vibrant Family Education with her husband to help bring education home.
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE Download: Looking for how to get your money in order as a new parent?
WHERE TO FIND Kristina:
Podcast
Today we're talking about teaching kids about money and nurturing financial literacy starting while they are young.
To help with this I've been compiling a resource that's designed to transform the way we approach money conversations with our children. This isn't just a list of links or books however, it's a toolbox of actionable resources that can empower you and your family to shape the financial future of the next generation.
So, if you're ready to revolutionize the way you and your family look at and handle money, then join me on this journey, and together let's equip ourselves with the knowledge and resources to build a brighter financial future for the kids in our lives.
Anna's Takeaways:
- 03:23 Money Management Through Books And Technology
- 08:14 Apps And Games For Lessons In Money Management
- 12:37 Amazon Favorites For Teaching Kids About Money
- 14:03 Talking About Savings
- 22:20 Your Stories & Examples For Teaching About Money
Rate, Review, and follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE Download: Looking for how to get your money in order as a new parent?
Links Mentioned In The Episode:
New York Times Article
The Opposite of Spoiled" by Ron Lieber
Money As You Grow
iAllowance
Bankaroo
The Allowance Game
Larry the Bonny Savings his Money
MoneyBunny Book Series: Earn It, Give It, Spend It, Save It
Kids Money Academy
Is it possible to strike the perfect balance between both your family and professional life?
Whether you are parents looking for purpose, wanting to overcome self doubt, or looking to create a better version of yourself to model to your children this conversation filled with valuable insights and actionable, practical tips is just what you need.
Get ready to be inspired in today's episode with Jaclyn Strominger.
Anna's Takeaways:
- 01:24 Finding Purpose And Balance In Life
- 09:04 Aligning Personal And Professional Goals
- 16:34 Parenting And Modeling Positive Behavior For Children
- 20:52 Building Confidence Through Small Talk And Kindness
- 25:55 Connecting With Others
About Jaclyn:
Jaclyn has been been passionate about helping people for over three decades. After 20 years in magazine publishing, she started mentoring when she realized most people begin their careers without a clear path or plan. In 2013, she became an entrepreneur and through her journey started coaching and training women and men how to pursue their own passions and create the life they desire. Jaclyn has made it her mission to help others take charge of their life and make changes to become better version of themselves. As a mentor, she helps others increase their inner and outer confidence, take leaps, and take charge of their lives. She is there for her clients to help them through the highs and lows of change.
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE Download: Looking for how to get your money in order as a new parent?
WHERE TO FIND Jaclyn:
Website
In this week's episode of the Money Boss Parent Podcast, I am privileged to have Abbe Feder, a fertility and life coach, and the founder of InCircle Fertility, as my guest.
Abbe's personal journey through infertility and pregnancy loss led her to establish a community that provides vital support and hope for those on the path to parenthood. We discuss the emotional and financial challenges associated with fertility treatments and how services like InCircle Fertility can be a lifeline for individuals navigating these difficult experiences.
Don't miss this episode—it's a testament to the power of support and resources in the face of adversity.
Anna's Takeaways:
- 04:19 The emotional toll of infertility on women
- 08:29 Is it too late for women to have kids?
- 14:46 The turkey baster method of treatment
- 19:57 The importance of self-care and financial planning
- 25:36 Sharing your story is the best way to get the word out
About Abbe:
Abbe founded InCircle Fertility after emerging on the other side of her all-consuming struggles with infertility and pregnancy loss. During her six-year path to becoming a mother, she and her husband created the podcast Maculate Conception (audible) to process their deep grief and isolation while going through treatment after treatment.
Through that podcast, women from all over the world reached out to Abbe, and almost accidentally, she began to help them on their own journeys.
Abbe meets women and couples wherever they are in their path to parenthood - and wherever they are in the world - to provide the support and guidance needed to find a resolution. More than explaining what’s going on in the process of Assisted Reproductive Technology, she holds hands and hearts through the often grueling experience.
She is a recurring contributor to the blogs What’s Up Moms and Fertility, Rescripted. And her newest podcast "The Fertility Chick" just released with iheartradio and cloud10 media.
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE Download: Looking for how to get your money in order as a new parent?
WHERE TO FIND ABBE:
Website
Remember when savings accounts felt almost irrelevant? Well, those days are gone. Interest rates have climbed, and now even simple savings accounts can earn you a decent return.
Today we're talking about what your savings account could mean for your financial goals --- and the exciting part? Your emergency fund can actually make money for you now.
Be proactive, check out the options, and let's make your money truly work for you.
Anna's Takeaways:
- Understanding The Importance Of Having A Savings Account (1:31)
- Where To Start With Your Savings? (4:28)
- High Yield Savings Accounts Are Paying Over 5% Interest (6:00)
- How To Choose A Savings Account (9:26)
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE Download: Looking for how to get your money in order as a new parent?
Before parenthood, I was a financial planner, deeply passionate about helping clients achieve financial success. But everything changed when my son Liam arrived in 2019.
Time became my most precious currency, and my perspective on financial decisions shifted.
Now, as a money boss parent, my mission is to share my journey—the triumphs, the struggles, and the invaluable lessons learned—to help you make the best financial choices for your family, today and tomorrow.
Join me for the relaunch of my podcast, and together let's explore personal finance, parenting strategies, and the art of balancing the present and the future.
Anna's Takeaways:
- Intro (00:00)
- My Business Was My Baby Until (00:17)
- I Want To Share (1:23)
- Get Ready For An Incredible Journey (2:28)
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE Download: Looking for how to get your money in order as a new parent?
Welcome to the Money Boss Parent Podcast, where I'm your host, Anna Sergunina. As a Certified Financial Planner, devoted mom, savvy business owner, and loving wife, I bring you two decades of financial expertise combined with the joys and challenges of parenthood.
Join me on this journey as we explore the intersection of money and motherhood. From budgeting to investments, we'll have candid conversations that help you master your financial journey.
I started this podcast because, like you, I understand the complexities of raising a family while managing finances. My vision is simple: to empower you to become the money-boss parent you aspire to be.
This podcast is for every parent who wants to create a legacy of financial literacy and success. Subscribe now, engage with our content, and put our discussions into practice. Together, we'll unlock the secrets of effective parenting and financial success.
Join me, Anna Sergunina, on the Money Boss Parent Podcast. It's time to reclaim your financial power, embrace parenthood with confidence, and become the ultimate Money Boss Parent.
Welcome to a special milestone episode of the Money Boss Podcast! Today, I'm stepping into the guest's shoes and sharing my very own money story. Join me as my husband, Yuri, takes on the role of the interviewer, delving into my personal journey and insights in the realm of personal finance.
Originally aired when the podcast hit the 100th-episode mark, this milestone felt significant enough to reshare with you again today as my final legacy episode.
As you consider the legacy, you're crafting for yourself and the world, remember the significance of your money story. It's a constant thread that weaves through the fabric of your life. Tune in to this episode to explore my personal money journey and together, let's continue building our money stories and celebrating each step toward financial empowerment.
Anna's Takeaways:
- Pursuing Finance Career (3:04)
- Misconceptions About Financial Planning (8:29)
- Making Money Mistakes (11:31)
- Spending Your Discretionary Income (14:35)
- Favorite Self Care Practice. (21:58)
- What Do You Value The Most? (24:19)
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE Download: Looking for how to get your money in order as a new parent?
In today's episode, I want to draw your attention to a topic that holds significant importance for parents - opening savings accounts or custodial investment accounts for your children. The landscape of the financial world has evolved since this episode was first recorded in 2021, but the strategies discussed still hold true.
I'll address a common question I often receive: Should you opt for a savings account or an investment account for your child, or perhaps have both?
Listen in to hear me guide you through various ideas and strategies to help you make the best choices for your child's financial future. Whether we're in a high-interest rate environment or nearing the time when your child will need the funds, it's essential to put the excess money to work.
Anna's Takeaways:
- What is a Custodial Account? (1:26)
- How Do You Decide? (4:48)
- Taxes & Taxation (6:33)
- When They Turn 18 (7:50)
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE Download: Looking for how to get your money in order as a new parent?
Welcome back, Money Bosses! As we approach our three-year anniversary and prepare for an exciting relaunch, I'm thrilled to bring you some of the most impactful episodes from the past. These evergreen topics remain relevant and serve as valuable reminders for our continuous growth.
Today, we revisit an episode from the first year of my podcast, where my husband and I celebrated our anniversary by discussing finances as a couple. Whether you're in a long-term relationship or not, exploring money matters together is essential.
While finances can be overwhelming and we often focus on fixing mistakes, let's take this opportunity to celebrate your accomplishments and give yourself a well-deserved pat on the back.
I welcome you to share your feedback with me as I love hearing how you navigate your finances as a couple.
Anna's Takeaways:
- Where Do You Excel In Finances? (2:16)
- The Common Denominator (5:27)
- Same Page About Goals. (7:40)
- Celebrating Anniversaries. (8:52)
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE Download: Looking for how to get your money in order as a new parent?
In today's episode, we are revisiting a popular gem from the archives - Episode 135: "How to Navigate Parenting: From Overwhelmed to Conscious Parenting" with parenting expert Robbin McManne.
As we juggle the responsibilities of work and family, it can be challenging to stay present and connected to our daily lives. Robbin's insights shed light on how to create a smooth transition between work and family time, allowing us to be more intentional and present in each role.
Listen in to learn about Robbin's time-blocking technique, which has helped many of us find a moment of pause amidst the hustle of the day. By consciously transitioning between tasks, we can foster a deeper connection with our loved ones and ourselves.
Anna's Takeaways:
- Being Intentional With Yourself & Your Time (11:54)
- Having A Backup Plan (18:25)
- Dominant Parenting Paradigm (22:05)
- What Does Self Care Mean? (28:42)
- Taking Breaks (32:20)
- Conversation With Your Partner (35:34)
- Money Conversation. (41:58)
- You Don't Have To Be Perfect (44:51)
About Robbin:
Robbin is a Certified Parent Coach, author, podcaster and speaker. She works with parents from all over the world to help them build more connection and find more joy and cooperation to their parenting. Robbin is a parenting expert and consultant for the international, personal development app, LiveMORE. Robbin also sits on the Expert Panel for Newsweek Magazine where she contributes to and writes articles related to parenting for the publication.
Robbin is a former ‘Angry Mom’ and for over 12 years, Robbin juggled a full-time corporate career while being a mom and wife, prior to becoming a Parenting Coach. In her corporate career, Robbin has a background in marketing and public relations, training, and event planning. She understands firsthand how many moms struggle to balance work and family.
It’s because of her struggles as a parent that she found the world of peaceful parenting and has dedicated her life to teaching parents how to build a strong family, so their kids thrive.
Robbin’s work focuses on building and strengthening the parent child relationship so that children grow up with resilience, confidence and strong emotional intelligence. She works with parents to help them understand their own emotions and frustrations in parenting, so they can help build their children’s sense of self without losing themselves in the process!
In October of 2018 Robbin released her first book, “The Yelling Cure – How stress less and get your kids to cooperate without threats & punishments.” Her book is being read by parents all over the world 300,000 copies sold to date.
Robbin divides her time working with her clients, speaking at events and spending time with her two boys and husband. You can usually find her at a hockey rink or sports field cheering on her boys. Most importantly, Robbin has changed the way she parents and connects with her sons and is dedicated to helping parents find the same joy, connection and cooperation in their families.
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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their...
In this episode, we challenge the conventional definition of success and explore the concept of defining success on our own terms. My guest today is Wendy Cocke, a highly accomplished engineer and author of the bestselling book "Making Flex Work: Defining Success on Your Own Terms."
With her extensive experience leading global teams in Fortune 500 companies, Wendy recognized the importance of work-life balance, particularly as a working mom. She made a pivotal decision to pursue a flexible work arrangement, and it transformed everything.
Join us as Wendy shares invaluable insights on reframing your professional life and customizing your schedule to achieve harmony in all aspects of your life. If you've ever wondered how to navigate the challenges of customizing your work schedule or are worried about pushback from employers or colleagues, Wendy offers practical advice to empower you on your journey.
Get ready to embrace a fresh perspective on work and life as we dive into Wendy's wisdom.
Anna's Takeaways:
- Financial Planning & Numbers. (03:22)
- How To Evaluate (04:47)
- Value-optimized Work (06:53)
- Not In A Corporate Setting? (09:50)
- Wasting Time? (11:12)
- Leveraging Small Changes (12:34)
About Wendy Cocke:
Wendy Cocke, author of the best-selling book “Making Flex Work: Defining Success on Your Own Terms” is an engineer who spent over 20 years in Fortune 500 companies leading global teams. As a working mother, she began to define success on her own terms about 10 years into her career when Wendy pursued a flexible work arrangement and was told her career would stall. This was not the case, and Wendy now helps individuals and organizations think about work differently.
Connect with Wendy:
Book: https: //www.amazon.com/Making-Flex-Work-Defining-Success/dp/B0B5TDKFYW
Website: https://www.engineeringleadershipsolutions.com/
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In today's heartfelt discussion, we'll delve into the valuable money and life lessons I learned from an extraordinary woman – my mom. Join me as we explore the wisdom she shared about frugality, self-sufficiency, resilience, and generosity.
Let's dive in and uncover the timeless lessons my mom imparted to me.
Anna's Takeaways:
Lesson #1:
Being Creative With Money (1:54)
Frugality As A Way Of Life (3:43)
Lesson #2
Figure It Out For Yourself (7:33)
Lesson #3
Big Family (9:15)
Lesson #4
The Value of Hard Work (10:51)
Do Things Differently (12:41)
What Have Your Parents/Grandparents Taught You? (14:11)
EPISODE SPONSORS:
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Finding your passion and achieving financial freedom sounds ideal but how can we make that happen?
Today we're exploring how real estate investment can be a supportive vehicle for your journey to your passion with highly successful real estate investor, entrepreneur, and bestselling author, Hugh Zaretsky.
Brace yourself for a transformative conversation that will ignite your inner drive and guide you towards a path of fulfillment and prosperity, creating a future filled with passion and financial freedom.
Anna's Takeaways:
- Passion Doesn’t Have To Make You Money (8:50)
- How To Invest In Real Estate (11:47)
- Different Reasons We Buy Different Properties (13:33)
- Are We Going After Appreciation Or Cash Flow? (19:37)
- How Do You Start Investing In Real Estate? (22:57)
- Investing In Real Estate Using Your Retirement Accounts (26:57)
- Why You Can’t Buy A Second Home With Your Retirement Account (27:32)
Meet Hugh
Hugh Zaretsky was an IT executive until his wake-up call came on 9/11. Realizing how short life can be, and how important it is to do something you really love. Hugh loves investing in cash-flowing (STR, SFH & Multi-family) properties, businesses, and training entrepreneurs. He is a published author. His book “The Launch Button” is an Amazon bestseller. Hugh has successfully trained over 12,000 real estate investors & entrepreneurs. He is a former Certified Real Estate Continuing Education Instructor in California, Florida, New York, & Texas. Hugh’s other businesses include a private real estate fund and a co hosting business to manage Short Term Rentals for other people. To learn more about Hugh go to www.hughzaretsky.com
Connect with Hugh Zaretsky
Instagram: @hughzwealth
Facebook: @hughzwealth
Book: thelaunchbutton.net
Website: www.eframily.com
EPISODE SPONSORS:
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I want to empower you to make informed financial decisions by exploring the timely and important topic of navigating the Debt Ceiling and its potential impact on your personal finances. Discussions surrounding the debt ceiling can create uncertainties, but it's essential to approach this issue with a level-headed perspective. Together, we will dive into insights and practical strategies to help you strengthen your financial resilience in the face of potential market volatility. Join me as we explore the debt ceiling, discuss financial preparedness, and uncover actionable steps to mitigate risks. Let's get started.
Anna's Takeaways:
-
Understanding the Debt Ceiling:
-
The debt ceiling refers to the limit set by the U.S. government on its borrowing capacity.
-
While it can lead to short-term market volatility, historical resilience of the economy and financial markets provides perspective.
-
Financial Preparedness in Uncertain Times:
-
Regardless of the debt ceiling, maintaining a robust financial plan is essential.
-
Building an emergency fund and reducing debt contribute to financial resilience during economic fluctuations.
-
Strategies for Mitigating Risk:
-
Evaluating cash reserves and considering additional reserves in cash can provide liquidity and stability during market turbulence.
-
Diversifying financial holdings, seeking professional advice, and staying informed can help navigate uncertainties effectively.
Remember, while the debt ceiling can create uncertainties, proactive financial planning and informed decision-making contribute to personal financial resilience. By understanding the debt ceiling's implications and implementing sound strategies, you can navigate potential challenges with confidence.
Resources:
How Debt Ceiling impacts your finances
How you can prepare for the debt default
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Our society often places a heavy emphasis on achieving, setting targets, and constantly expanding. But is it possible to find fulfillment and contentment without chasing constantly after goals?
Today, we have the privilege of speaking with Derek Hagen, a financial therapist who specializes in helping individuals understand the role of money in their lives while guiding them towards a more meaningful existence.
In this discussion, we examine how our fixation on goals can distract us from being present in the moment; we explore the reasons humans set goals and how it may just be a desperate attempt to control the future.
Join me for this captivating conversation that challenges conventional notions of goal setting and explores the path to a more mindful and meaningful life.
Anna's Takeaways:
- Intro (00:00)
- Financial Goal Concept (4:57)
- Why Do We Set Goals? (11:43)
- The Day To Day (16:36)
- Live Your Life In Alignment With Your Values? (20:11)
- Seeing The World From A Different Perspective (29:35)
Meet Derek
Derek Hagen is a financial therapist specializing in meaning and purpose. He is the founder of Meaningful Money, helping clients who feel stuck. He has been featured in The Wall Street Journal, Kitces Nerd’s Eye View, Standard Deviations, and the Human Side of Money.
He writes about money, meaning, purpose, and happiness using simple drawings in his weekly newsletter and blog. He earned an economics degree from Minnesota State University and a graduate certificate in financial psychology from Creighton University. He has earned the Certified Financial Planner, Chartered Financial Analyst, Certified Financial Theraist-1, and Certified Financial Behavior Specialist designations. In his spare time, Derek enjoys playing squash, hiking, camping, and biking.
Connect with Derek Hagen
www.twitter.com/_derekhagen_
www.instagram.com/moneypsychology/
www.facebook.com/MoneyHealthSolutionsLLC
www.linkedin.com/in/derekhagen/
www.meaning.blog
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In this episode, we talk to Shellee Howard, a certified education consultant who has helped families send their children to college debt-free. With the average federal student loan debt balance in 2023 expected to be $37,000, Shellee shares practical steps on how to secure scholarships and avoid the burden of student loans.
We discuss the best time to start exploring scholarships for education and how to find free money for college.
She emphasizes the importance of early planning and the need to research multiple sources of funding. Whether you're a parent, student or educator, this episode is packed with valuable insights and resources to help you navigate the complex world of college funding.
Join us for this episode as we explore how to secure scholarships and graduate debt-free
Anna's Takeaways:
Intro (00:00)
Planning Involves Everyone (4:31)
The Importance Of A Good GPA (8:56)
Academic Fit (10:58)
Finding Out Who Your Are (18:22)
Resources For Funds (20:07)
Connect with Shellee Howard
https://affiliate.collegereadyplan.com/
www.collegereadyplan.com
https://www.instagram.com/
https://www.youtube.com/channel/UCr_WodPHDfSWEbiPdsRDbyQ
FREE GIFT:
https://freebook.collegereadyplan.com/order-form1644508841710
https://collegereadyplan.com/free-discovery-session/
EPISODE SPONSORS:
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Changing careers can seem daunting, especially in the aftermath of a global pandemic that has disrupted the job market. But with careful planning and the right resources, it's attainable.
Join us today as we speak with Christelle Pillot, a career coach and mother of three who helps other mothers navigate the career change path. Crystal's Freedom Catcher Academy has inspired many to take the leap and pursue new career paths.
Don't let fear hold you back from pursuing your dream job. Take the first step and tune in to our discussion.
Meet Christelle Pillott
Christelle Pillot is a career optimization coach, a founder of the Freedom Catcher Academy and a mother of 3.
Christelle has dedicated the last seven years of her life to helping busy parents to recapture their freedom and helping them see that their family can be a true asset for their work or business.
Using tools and techniques to redesign careers, reinvent themselves and simplify and rebalance life areas to gain energy, joy, ease, and a sense of personal and professional fulfillment.
Connect with Christelle
Freebie - 7-day email coaching program, email course: https://www.christellepillot.com/your-ultimate-career-change-guide
Job fit quiz: https://www.christellepillot.com/job-fit-quiz
Website
https://www.christellepillot.com/
Blog
https://www.christellepillot.com/blog
https://www.instagram.com/freedom_catcher_academy/?hl=en
https://www.facebook.com/christellepillotcoaching/
https://www.linkedin.com/in/design-your-life
Program
https://www.christellepillot.com/your-ultimate-career-change-guide
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Today's episode is all about helping your child launch into a successful career after college.
My guest today is Beth Hendler Grunt, a recognized thought leader in the college-to-career space, and author of the book "The Next Great Step".
Beth has extensive experience consulting with startups to Fortune 500 firms, and she leverages her expertise to help college students succeed when they graduate. In this episode, Beth offers practical steps and guidance to help parents approach their children with this topic and empower them as they navigate this next phase of their lives.
Join us as we delve into this topic and gain valuable insights on how to support your child in launching their career after college.
Anna's Takeaways:
Looking For A Job (2:31)
Signs To Watch For (4:55)
Internships (7:18)
Networking (9:33)
Career Coach (14:03)
The Next Great Step (16:10
Meet Beth Hendler Grunt:
Beth Hendler-Grunt is a dynamic leader, adviser, and facilitator who has extensive experience consulting from start-ups to Fortune 500 firms. She has proven success with guiding firms, sales teams and individuals to achieve their sales performance and strategic planning goals.
Ms. Hendler-Grunt has leveraged and scaled her corporate expertise to guide college students to help them succeed when they graduate. This is based on a clear understanding of the career development process and the requirements needed to succeed in today’s competitive environment.
Connect with Beth Hendler Grunt:
https://www.twitter.com/bhgrunt
https://www.instagram.com/next_great_...
https://www.linkedin.com/in/bethhendl...
https://www.facebook.com/nextgreatstep
https://www.tiktok.com/@next_great_step
https://www.youtube.com/channel/UCXJWnJPqtQ_m0JojGR7gXvw
Book - The Next Great Step
https://nextgreatstep.com/book/
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Not everyone is a master at staying organized.
What if I told you that there's a tool that can keep all of your important financial information in one place? A tool that you can easily share with those who need access, and find the information yourself whenever you need it. I call this tool a financial life organizer, and it can be the saving grace you didn't know you needed.
No more searching through piles of paper or scrolling through multiple apps – with a financial life organizer, you can keep everything in order and at your fingertips.
Sound good? Let's get organizing!
Anna's Takeaways:
Who's Going To Pay Your Bills
Main Contact For Your Estate Planning
Online Life
Resource:
Email Anna for a copy of Financial Life Organizer template at anna@mainstreetplanning.com
Check out online tools:
www.mint.com
Paper versions
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Let's face it, talking about money can be tough, but talking to your parents about their finances can feel downright impossible.
As we grow older, we begin to worry about our parents' financial security and how we can support them in the future. That's where financial coach Debra Jacobs comes in!
In today's interview, we'll dive into practical solutions and steps to make starting this conversation a little easier. Debra will share tips on what to say, how to approach the conversation, and even how to bring in other financial professionals if needed.
We all want to help our parents, so don't miss out on this informative discussion.
Anna's Takeaways:
How To Start The Conversation (5:36)
Financial Trouble? (8:13)
Signs Of Stress & Mental Health (12:15)
Scary & Overwhelming (17:17)
End Of Life Care (19:41)
Willing To Do (24:50)
Long Distance Relationship (28:53)
Meet Debra Jacobs:
Debra's education background (Ed.M. from the Harvard Graduate School of Education and years of teaching and coaching experience) informs the way she coaches: breaking down sometimes complex concepts into easy-to-understand steps that you can implement immediately.
Prior to launching Money Smart for Life, she founded and operated a preschool for many years, where she taught, supervised staff, developed curriculum, coached parents, and ran the business. Before starting the preschool, she worked at a non-profit, where she wrote grants, trained teachers, and helped immigrants and refugees prepare for life and work in the United States. She is a single mom to two young adult daughters.
Connect with Debra:
Website: https://moneysmartforlife.com/
LinkedIn: https://www.linkedin.com/in/debra-jacobs-ed-m-1679a9170/
Facebook: https://www.facebook.com/moneysmartforlife/
Instagram: https://www.instagram.com/moneysmartforlife_/
Program
https://www.christellepillot.com/your-ultimate-career-change-guide
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In light of recent events with Silicon Valley Bank, many people are concerned about protecting their hard-earned cash.
While many of us are already familiar with the basics of protecting our funds, it's always a good idea to review these steps periodically. And if you're looking for ways to spread out your cash stash and increase protection, there are some smart alternatives to consider.
So don't worry, I've got you covered with some great ideas to keep your money safe and secure.
Anna's Takeaways:
Stay Within The Limits (4:10)
IRA Vs Brokerage (5:33)
Cash Management Account (9:55)
Don't Want To Hop Around (14:34)
LEARN MORE: https://www.mainstreetplanning.com/posts/how-to-protect-your-cash/
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Today I am taking a closer look at the importance of financial self care.
Money impacts our overall well-being, and unfortunately this crucial topic is often overlooked when it comes to our health. Recently I spoke on finances at a wellness event in LA, where women from all walks of life came together for a day dedicated to health and wellness.
Connecting with so many women who were eager to better themselves, no matter what area of life they were looking to improve in, was truly inspiring.
Join me today as we explore why financial self care deserves a place at the table of our overall wellness.
Anna's Takeaways:
Financial Wellness (1:52)
Where Is Your Focus (3:58)
Savings (5:59)
Invest In Yourself (7:41)
Setting Goals (9:53)
Seek Financial Support (11:26)
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Let's face it, society puts a lot of pressure on us to follow a certain timeline - go to school, build a career, get married, start a family. But what if we want to prioritize our professional goals before starting a family?
This week I had the pleasure of chatting with Nanxi Lui about her experience with this and the topic that many couples find uncomfortable - prenups. As two successful entrepreneurs, Nanxi and her significant other recognized the importance of having these tough conversations and laying a solid foundation for their financial future together.
But it's not just about prenups - Nancy also shared her insight on what an investment portfolio looks like for someone who wears the hat of a serial entrepreneur.
Dive in and learn more about building a strong financial foundation with your significant other.
Anna's Takeaways:
Owning A Business (4:36)
Starting Your Business With Finances & Assets (10:11)
Prenup (13:58)
Joint Account (25:49)
Passion Project (32:18)
Meet Nanxi
Nanxi Liu is the Co-CEO and co-founder of Blaze Technology, one of the fastest growing platforms that enables teams to build software and web applications without writing code. She was named Forbes 30 Under 30. Nanxi previously served as CEO and co-founder of Enplug, a leading global digital signage software company that she led from startup to its successful acquisition by Spectrio in March 2021, generating a 200x return for her angel investors.
Nanxi serves on the Board of Directors of CarParts.com (NASDAQ: PRTS), a leading ecommerce auto aftermarket parts company, and on the Board of Directors of Grupo Proeza, one of the largest private conglomerates in Mexico. Previously, she served on the Board of Directors of Kindred Biosciences (NASDAQ: KIN), which was acquired by Elanco (NYSE: ELAN) for $440 million. She also served on the Board of Directors of CarLotz (NASDAQ: LOTZ), which she helped merge with Shift Technologies (NASDAQ: SFT). She served as as 1 of 5 voting members of the California DMV’s New Motor Vehicle Board.
In college, Nanxi co-founded and served as CEO of Nanoly Bioscience, a venture-backed biotech company that invented polymers that eliminate refrigeration for vaccines. Nanoly received the Top Research award at the World Biomaterials Congress and the technology has been published in the prestigious Science journal. Outside of work, Nanxi is an Emmy-winning television producer of multiple television shows on Amazon and Peacock. Passionate about giving back to the community, Nanxi serves on the Board of Directors for the National Foster Youth Institute and the Los Angeles Dodgers Foundation. Nanxi is also a Partner at XFactor Ventures, a leading venture capital firm investing in women-founded startups. Nanxi graduated with a BS and BA from UC Berkeley (Class of 2012). She is an avid reader and enjoys playing piano, tennis, running, and snowboarding.
Blaze.tech
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Is it possible to balance an exhilarating career and family life without being overwhelmed?
My guest Ashley Quinta Powell, productivity wizard, CEO & founder of my VA Rocks joins me to discuss how she ran three companies with a staff of 20+, and still managed to write a book, spend quality time with her family and coach peewee basketball - no small feat!
If you're ready to have it all without doing it all in 2023, this episode is for you!
Anna's Takeaways:
The Importance Of Delegating (4:31)
Starting A Family (11:35)
Are You Being Fulfilled (14:22)
Supportive Family (19:28)
Balance Between Hiring & Budget (27:11)
Meet Ashley
Book:
https://www.amazon.com/Executive-Motherhood-Having-Without-Doing-ebook/dp/B09TKWHYTW
Ashley’s website:
https://ashleyquintopowell.com/
VA company:
https://myva.rocks/how-it-works/
Social Media:
https://www.linkedin.com/in/ashleyquinto/
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Everyone's journey with money is unique, and the insights we can gain by exploring our individual stories can be incredibly valuable. Understanding how past experiences have shaped us into who we are now - and why that affects our financial decisions today - offers a deep level of richness to the conversation.
It also highlights just what an important role professional advisors like Certified Financial Planners play in supporting people on their personal finance journeys. After all having high quality guidance helps ensure smart choices when it comes down to handling your finances.
Today I'm excited to introduce Kathryn Edwards our newest addition to Main Street Financial Planning – listen in as she shares her story and talks about why she loves to help the younger generation coming up behind her with their money management.
Anna's Takeaways:
Favourite Clients (3:19)
Biggest Mistake (5:58)
Influence Of Family (9:03)
What Would You Do With $1,000? (12:35)
Favourite Resources (14:23)
Favourite Self Care (17:16)
Highest Value In Life (25:19)
Meet Katherine:
https://www.linkedin.com/in/katherineedwardscfp/
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Have you like me had too many broken resolutions?
Do your busy commitments always take priority over personal time and goals for yourself?
Achieving balance between work, family, and self can seem impossible sometimes - but it doesn't have to be!
My guest Jill Wright, mompreneur turned life coach specializes in helping moms reclaim their connection with themselves so they can find joy amidst hectic lives!
Reclaim time for yourself and build joy back into your everyday living with today's episode.
Anna's Takeaways:
How Do You Focus On One Goal? (4:59)
Setting Goals For Yourself (9:40)
Canceling On Yourself Is The Worst (14:03)
Feeling Overwhelmed (18:00)
No Is Enough (23:09)
How Do You Spend Your Time? (27:32)
Meet Jill:
https://www.livingwithheart.ca/work-with-me
Upcoming Webinars: https://www.gettingatthecore.com/upcoming-webinars/
Social Media Links
https://www.facebook.com/growlikeamother
https://www.instagram.com/growlikeamother/
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I am turning 40 this month... it's a very exciting milestone with lots to think about.
Because of this I wanted to talk to you about new year's resolutions. I find that setting them somewhat loses its power over us by the time end of January rolls around.
So this year, I decided to try something different, yet still very intentional -- picking an area or topic and summarizing it in one word, to help me stay focused throughout the year and ongoing.
My word is "wellness." With this being such a big word and also a very broad topic I wanted to summarize for you the definition and what it can look like in all threads of our lives.
Anna's Takeaways:
Word Of The Year (00:00)
Wellness Is An Action Word (1:51)
Creating A Series (8:53)
Seasons Of Life (9:51)
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I know that December can be busy with all the holiday events, and things that we're spending our time and money on.
However, I think you all would agree that it is better to have more money in your pocket, than in someone else's, and by someone else I mean the government. To help you hold onto more of your money today I am sharing ideas that you can strategically plan and execute, even though there's only a few weeks left in this calendar year.
Anna's Key Takeaways:
Intro (00:00)
Think Long-term (00:42)
Benefiting From The Losses In 2022 (3:24)
Giving To Charity (5:39)
Saving For Education (7:24)
What Can You Pay In Advance (12:12)
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I love learning about people’s money stories because it’s fun to hear how they talk about money, and also learn about what they feel they can do better in the future.
Today, I am joined by a fellow financial expert and colleague, Jennifer Bush to talk about her money story and how she goes about working with money not only in her client's lives but her own personal one as well.
Money is always a big topic but it doesn't necessarily require that you become a professional to understand it, plan for it and use it as you will see in today's episode.
Anna's Key Takeaways:
Intro (00:00)
Two Kinds Of Clients (2:43)
Influential People In My Life (8:47)
If I Had An Extra $1,000 (12:46)
Stay Up To Date (15:46)
Money Myth (17:30)
What Are You Listening To? (23:53)
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Over the years I've heard many clients say, "I don't do finances, my spouse takes care of it" and that always concerns me. You don't need to be going through a divorce right now or even anticipated in order to have some understanding of what's going on with your finances. Not only in case there's an emergency, but it also helps you to spot the red flags in the relationship or marriage.
My guest today is Tracy Coenen, who has been investigating fraud for more than 25 years. As a forensic accountant she helps people in the process of divorce take back control of their finances and find hidden money.
Anna's Key Takeaways:
Intro (00:00)
Saw Some Red Flags (8:32)
Gathering Information (13:08)
Post Divorce (14:59)
Divorce Money Guide (16:45)
Common Roadblocks (19:29)
Cryptocurrency & Other Assets (23:40)
CONNECT WITH TRACY:
The Divorce Money Guide:
Discount code $100, MONEYBOSS.
https://www.fraudcoach.com/divorcemoneyguide
https://www.instagram.com/divorcemoneyguide/
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With the holiday season right around the corner I want to chat about year end money goals. At this time of year the focus on money and how we plan for it is kind of be deviated from for all of us and that's okay. I'm not here to wag my finger at you and tell you how wrong you are. But rather I wanted to share with you a few things that I am working on personally for the rest of the year.
Money management is not just about saving, spending and investing. It includes other parts of our life that are really closely tied to the money and that is what I want to focus on in today's episode.
Anna's Key Takeaways:
Intro (00:00)
Estate Plan (1:02)
Travel Budget (2:53)
Christmas Shopping (5:17)
Taxes (6:34)
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The cost of going to college it through the roof these days. Which leads us to ask...
Is it worth it --- and why does anyone go to college anyway?
My guest Beth Probst founder and CEO at the Core has inspired parents of college bound students to think strategically about how to select the best fit college major so they don't end up wasting precious time, energy and money.
If you have kids heading to college or are just looking to prepare ahead of time this episode is for you. Listen in to hear us discuss practical tips for high school students to complete before the end of high school so they can move toward college with much more confidence and clarity.
Anna's Key Takeaways:
Intro (00:00)
Talking About The Future Is Emotional (8:28)
First Jobs (21:41)
College Decision (31:17)
From Doctor To Financial Planner (38:24)
Well Rounded Students (46:51)
MEET BETH:
Since 2012, Beth Probst, Founder and CEO of At The Core, has inspired parents of college-bound students to think strategically about how to select the best-fit college, major, and career so they don’t end up wasting precious time, energy, and money. Beth’s practical tips and stories from the trenches equip parents and students with information to eliminate the grasping and guessing and boost their confidence and clarity when making college-related decisions. Beth generously shares what students can do during high school to engage with their interests and take steps to leverage every opportunity before college.
Upcoming Webinars: https://www.gettingatthecore.com/upcoming-webinars/
Social Media Links
www.facebook.com/GetAtTheCore
www.twitter.com/GetAtTheCore
www.pinterest.com/GetAtTheCore
www.instagram.com/GettingAtTheCore
https://www.gettingatthecore.com/
Books Beth Recommends:
Where you’ll go is not where you’ll be, by Frank Bruni
Who gets in and why, by Jeffrey Selingo
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Today I want to talk to you about a software called "Mint.com" and putting its best practices to use.
For those that don't know Mint is a program software application that tracks all kinds of data points but mainly they focus on tracking expenses, and income by putting them into different categories, and giving you a very clear picture of where all our money goes.
As a regular mint.com user for many, many years, (starting back when they started, I think, in 2006) I know it well. As a result I wanted to share with you today all the bells and whistles of how to make this software work best for you.
If you stick around to the end I will also be sharing a few alternatives to Mint as I know we are not all the same and not all programs work for all people.
IN THIS EPISODE WE COVER:
Intro (00:00)
Show You Helpful Ads (3:12)
Fixed And Variable Expenses (8:12)
Manual Input (11:27)
Networth Tracking (16:24)
Mint.Com Alternatives (20:48)
"Managing Money Made Simple" - https://mint.intuit.com/
Let's dive in...
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According to the Wall Street Journal 20+ year residential real estate broker and my guest Michael Bell has successfully handled over $550 million in sales and is ranked in the top 0.1% of all agents in the United States.
So whether you are considering buying a home, have been waiting to buy or are thinking about selling, Michael a full time real estate broker in southern California has some ideas, tips, and suggestions for us to consider.
IN THIS EPISODE, WE COVER:
Intro (00:00)
Spoiled With Really Low Interest Rates (5:32)
Emotional Decision (13:30)
I Didn't Want To Write A Book (17:40)
Less Than 1% Chance Of Selling (25:35)
Connect with Michael Bell
https://www.michaelbbell.com/
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Recently the big news came out from the White House regarding the student loan forgiveness plan. I know there's a lot of information out there. So I wanted to chat a little about what is happening, what you need to know now and ...
... how does this really help you as a student with debt to forgive?
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When interest rates are being increased, it impacts the cost of borrowing for all of the American households and it becomes more expensive. Today I want to go through four different typical debts that you might find on your financial books and share some specific steps you can take to be prepared for what may come our way.
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Join me today as I guest on Susan Montanaro's podcast "Dreams and Detours" to talk about the importance of taking charge of your financial planning.
Are you ready to take charge of your finances?
Dreams and Detours: https://www.dreamsdetours.com
Instagram: https://www.instagram.com/dreamsdetours/
LinkedIn: https://www.linkedin.com/company/dreams-and-detours/
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Moving is never fun but sometimes necessary and with it comes many adjustments that can take a good few months to settle into. Especially if your move includes selling your current home and buying your next one.
It is for this reason that I have been in and out with the show for the past 3 months. Not only did we move, but we switched towns within the same state. We have been settling into our new location and I am now finally ready to share with you more about how I am resetting my personal finances in the midst of this big change.
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I love learning about people's money stories. It's fun to hear how they talk about money, experiences they have had with money, and what they want to do better with their money in the future. Today I'm connecting with my friend and colleague, Vida Jatulis to talk about how she became a financial planner and what her own money story is all about.
Join us...
CONNECT WITH VIDA:
https://www.mainstreetplanning.com/your-team/vida-jatulis/
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You may not even realize, but every single day, we are faced with making simple decisions from what to eat for lunch, what show should we watch, or what clothes to wear, through to making big decisions in our lives.
But how do you know that you are on the right track? If you aren't heading down the right path then how do you adjust and correct course?
Enter the pivot. Pivoting is what allows us to navigate this journey.
Pivots in your life don’t mean failure. They mean opportunity and they stand for visions. They include your crazy ideas and new beginnings.
Pivoting is for the dreams you never thought could come true but instead are ones that can and should.
CONNECT WITH SUSAN:
30 min consultation - https://www.dreamsdetours.com/
Social Links
https://www.linkedin.com/in/susanmontanaro/
https://www.instagram.com/dreamsdetours/
https://www.facebook.com/dreamsdetours/posts/4425975277448631?notif_id=1632424476924301¬if_t=page_post_reaction&ref=notif
Dreams & Detours Podcast : https://www.dreamsdetours.com/podcast
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“Sandwich Generation,” you've heard this phrase before. In fact you might even be in it with your own family. I am certainly feeling like I am in the middle of that sandwich currently with my own.
The big question is how do we balance our own life, creating a family, raising our kids while also making sure that we can take care of our parents when they need us.
My guests today are Mike and Kim Barnes. Over the last five years, Mike and Kim found themselves navigating problems they never saw coming with their parents.
From alzheimer's, pacemakers, COVID to tough decisions to move parents into their retirement communities, they were dealing with a lot. It was through this journey they've learned to balance the many facets of parenting aging parents, including medical, financial and every day life decisions with the parenting of their college aged kids and building their careers.
Whether you are here now and will be in the future there is a lot to be learned from this conversation, so please join us and let’s walk this path together.
IN THIS EPISODE, WE COVER:
Intro (00:00)
Look At Your Family Dynamic (4:32)
How Do You Balance This? (8:02)
Have A Financial Conversation (12:48)
Be On Our Parent’s Account (16:07)
Have A Team Approach (18:45)
Power Of Attorney (21:43)
List Of Passwords (25:34)
MORE ABOUT MIKE & KIM BARNES:
When you’re helping your aging parents, there can be so much confusion, so many unknowns, so much lingo–it’s hard to even know what to “google” for answers!
We get it! Mike’s mom has Alzheimer’s, his dad is in his 80s and Kim’s mom is also in her 80s. It’s a journey we know others are going through, too. That’s why we want to provide access to experts, share resources and build a community so that we know the right questions to ask, what services and assistance are available and how to find them.
We also want you to not feel alone since being a caregiver can be challenging.
We are stronger together, so please join our private Facebook community so we can all get the support we need!
WHERE TO FIND
Website: parentingagingparents.com
FB group: https://www.facebook.com/groups/parentingagingparents
Lead magnet to include: https://parentingagingparents.com/the-caregivers-key/
Caregivers guide:
This comprehensive guide includes sections for Personal information, Health, Financial, Insurance, Housing, Technology, Transportation, Legal and Funeral/Burial. It's designed to help in your role as a caregiver. You can use it to organize information to help you take care of and assist your parents with everything from doctor's appointments, finances, their phone or computer and even knowing their wishes.It includes some questions you might not even know to ask. You don't know when you're going to need it... until you do... and you don't want to wait until it's too late.
Kim@parentingagingparent.com
mike@parentingagingparent.com
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It's been a while and I'm excited to be back. I didn't even realize how much time flew during this last month and a half.
Over these past weeks I thought and learned a lot about life transitions and how we approach them as they come our way. How do we go through them to where they ultimately yield the best possible results and make us happy?
It’s hard in the moment sometimes, but taking one step or one day at a time is the best way to move through.
Here are some of my practices that help to keep me grounded:
- Money Date with Yuri weekly
- Review money in and money out, income, expenses, credit card bills
- Write daily gratitudes and goals
How do you handle life transitions? What do you do?
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I know you want it all.
You want success at work, the perfect house, and of course, the perfect family and the money to afford this dream. Then reality hits and things don't go according to plan.
But imagine being a mom, that other moms are talking about, and asking, “How does she do it all? How does she have it all?”
Imagine things getting taken care of, without having to ask more than once. Imagine letting your true self shine and inspiring others while living in a home that you love and you're proud of.
This is the life of my guest Sasha Morozov. When she isn't chasing after her two sons Sasha utilizes her clinical skills to coach women who are killing it at work but feel like they are failing at home to have more time, less clutter and systems for a peaceful life.
Sasha believes that working moms are exceptional human beings who are skilled, devoted and unstoppable if they only have the right tools.
Join us and let’s start your journey to the life you have always wanted.
MORE ABOUT SASHA:
Sasha Morozov is a former executive who holds a Master’s in Social Work and is the founder of Sasha x Home.
When Sasha isn’t chasing after her two sons, she now utilizes her clinical skills to coach women who are killing it at work but feel like they are failing at home to have more time, less clutter, and systems for a peaceful life. Sasha believes that working moms are exceptional humans who are skilled, devoted, and unstoppable.
WHERE TO FIND SASHA:
www. sashaxhome.com
LinkedIn
Facebook
Work With Sasha
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I bet you’ve done this before. You get to the grocery store only to realize that you have forgotten to make a list. You grab the cart and head down the isles anyway grabbing what you think you need, what looks good and maybe even things because you are hungry.
Only to find yourself later on throwing away food items that you didn’t end up using. You feel bad about all the waste but have you ever stopped to wonder how much money that waste actually equates to?
Join me and my mother daughter team of guests; Margaret and Stetson to hear their top tips for preventing overbuying for your pantry.
IN THIS EPISODE, WE COVER:
Intro (00:00)
Pantry Isn’t Organized (3:47)
Buying In Bulk (6:48)
Cut Back - Stay In Budget (10:57)
Major Overhaul (14:49)
Start With The Pantry (19:13)
Backstock Items (23:03)
On Sale (26:44)
Sort By Sections (30:32)
Clear Containers (34:49)
Buy In Bulk & Keep It Fresh (38:17)
Everything Envy Pantry Class - Get it HERE for only $47.
MORE ABOUT MARGARET & STETSON:
Margaret & Stetson are the Co-CEO’s of Everything Envy. A mother-daughter team based in Southern Oregon, this dynamic duo is focused on helping women all over the world create stylish and organized systems in their homes. They are the founders of the Everything Envy Pantry Class, a step-by-step masterclass series for the “do-it-all” women who want to create a “Pinterest worthy” pantry with systems that last.
WHERE TO FIND MARGARET & STETSON:
Website
EPISODE SPONSORS:
Money Flow System - Download Free Money Flow Playbook and start automating your finances.
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Many people wrongly believe that leaving a “legacy” behind after their passing is something only the very wealthy can do.
But a legacy is more than being a prominent donor to a museum or having a wing named after you at a university; a legacy can simply be the things by which your family remembers you.
Today on the Money Boss Podcast I am sharing a few free and low-cost ways that you can do to provide memories that your family will cherish for their lifetime after you are gone.
IN THIS EPISODE, WE COVER:
Intro (00:00)
Take Photos Or Video (3:29)
Record Audio (5:02)
Create Traditions (7:11)
What’s Important To You (10:00)
Estate Planning Attorney (11:35)
EPISODE SPONSORS:
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We all have heard numerous times how good it is, not only for the wallet but also for our health to plan our meals ahead of time.
My guest today is Mia Moran and she not only created a system for this process but teaches others how to do it themselves. She is the author of the “Plan Simple Meals” book and creator of the “Flow Planner”. A planner which is unlike any other planner you've seen before.
She wrote her book because she wanted to help busy parents who struggled to make their family's dinner happen every night. Parents like you and I who want to get our kids to eat more vegetables, and maybe even lose some weight along the way.
If you struggle with meal planning and are looking for some actionable tips then this episode is for you.
IN THIS EPISODE, WE COVER:
Intro (00:00)
Creating A Rhythm (5:35)
Plan For The Breakdown (11:51)
Plan On Fridays (16:49)
Calendaring (22:35)
Write An E-Book (27:24)
Different Diets (31:21)
Making A Creative List (36:30)
You Can’t Do A Whole Week (40:18)
MORE ABOUT MIA:
Mia Moran envisioned a world where women don’t have to choose between meaningful work, motherhood, and their health. She now knows it’s possible.
If you want this world too, PlanSimple will give you: INSPIRATION FOR ACTION, TOOLS FOR PLANNING, and SYSTEMS FOR FOLLOW-THROUGH that will help you step into a new way of being — one that includes your wellness goals, your parenting aspirations, and your impactful work.
WHERE TO FIND MIA:
Website
Instagram
Buy Mia’s Book
Flow Planner
EPISODE SPONSORS:
Money Flow System - Download Free Money Flow Playbook and start automating your finances.
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Do you ever have days that go by so fast that when you look back at the end of the day, you think to yourself, where did the time go?
…and how will I ever accomplish all of these things that are still hanging out on my to-do list?
This incomplete feeling at the end of the day is something we all feel from time to time. Our society has been taken over by the “I am busy phenomenon”. But regardless of how many hours you work in a day, not all the time is going to be completely productive. Sometimes it's because of our procrastination and other times, it's because we've been so bogged down in the busy work that we haven't even made any progress on the most important tasks.
Whatever the reasons are, it's really important for us to find ways to optimize our to-do lists so that we can maximize the time we can spend on things which are most important to us.
If this is something you can relate to, join me and my guest business strategist Stephanie Blake and together as we discuss what it takes to maximize our time so we can get back to the things we love.
IN THIS EPISODE, WE COVER:
Intro (00:00)
Superwoman (4:09)
Running On Empty (12:03)
Tech Nerd (18:55)
Outsourcing (22:24)
Revenue Generating (26:33)
Creating Systems (30:02)
MORE ABOUT STEPHANIE:
Stephanie Blake is a business strategist & scaling expert who helps women, simplify, streamline and scale their businesses to reach 6+ figures while keeping them in the CEO seat and working less than 20 hours/week.
Over the past 6 years, she's helped hundreds of women start and scale their own businesses to reach their unique freedom goals.
She's also a tech nerd, systems strategist, wife, mom and Chipotle addict. Her favorite place to hangout is Instagram! You can find her at @theblakecollective.
WHERE TO FIND STEPHANIE:
Website
Facebook
Instagram
Free Resources
Scale with Purpose
EPISODE SPONSORS:
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When we are growing your family, no matter what stage we're at, it can be daunting especially when it comes to finances.
From everyday item purchases to higher education for our kids, and our own retirement. Some days it's all very overwhelming. So where does a family start when it comes to making good financial decisions?
Today I want to share with you an episode where I was a guest on Robin McManne’s podcast “Parenting For Connection”. Our talk was spent around all the things busy parents need to think about when it comes to money, supporting their families and how they can get their kids involved with the whole process.
IN THIS EPISODE, WE COVER:
Intro (00:00)
Fixed Obligations (5:25)
Mindset & Habits (11:02)
Financial Goals (13:51)
Explore Opportunities (18:10)
Smart With Finances (19:45)
Reward Yourself (24:54)
Good Debt Vs Bad Debt (26:22)
Don’t Get Discouraged (35:57)
MORE ABOUT ROBBIN:
Robbin is a Certified Parent Coach, author, podcaster and speaker. She works with parents from all over the world to help them build more connection and find more joy and cooperation to their parenting. Robbin is a parenting expert and consultant for the international, personal development app, LiveMORE. Robbin also sits on the Expert Panel for Newsweek Magazine where she contributes to and writes articles related to parenting for the publication.
Robbin is a former ‘Angry Mom’ and for over 12 years, Robbin juggled a full-time corporate career while being a mom and wife, prior to becoming a Parenting Coach. In her corporate career, Robbin has a background in marketing and public relations, training, and event planning. She understands firsthand how many moms struggle to balance work and family.
It’s because of her struggles as a parent that she found the world of peaceful parenting and has dedicated her life to teaching parents how to build a strong family, so their kids thrive.
Robbin’s work focuses on building and strengthening the parent child relationship so that children grow up with resilience, confidence and strong emotional intelligence. She works with parents to help them understand their own emotions and frustrations in parenting, so they can help build their children’s sense of self without losing themselves in the process!
In October of 2018 Robbin released her first book, “The Yelling Cure – How stress less and get your kids to cooperate without threats & punishments.” Her book is being read by parents all over the world 300,000 copies sold to date.
Robbin divides her time working with her clients, speaking at events and spending time with her two boys and husband. You can usually find her at a hockey rink or sports field cheering on her boys. Most importantly, Robbin has changed the way she parents and connects with her sons and is dedicated to helping parents find the same joy, connection and cooperation in their families.
WHERE TO FIND ROBBIN:
Website
Youtube
EPISODE SPONSORS:
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For almost 20 years my guest, colleague and friend Jim Ludwick has given clients personal financial advice through the company I now own; MainStreet.
As he moves towards retirement, Jim has decided to venture into the world of coaching to help people who are procrastinating in their financial decisions move ahead.
To share his knowledge with the world Jim has written a book, entitled “Don’t Miss This Road: Financial Independence - Overcoming Procrastination” to help readers “get off the fence” and implement the decisions they should be making.
Like Jim’s clients we have all felt behind from time to time when it comes to paying attention to our money. But what if the feeling of financial procrastination could be changed and we could finally see a way get on the top of it all?
If this is you then join Jim and I on this week’s episode where we talk all things procrastination, finances and what we can do to move the needle on both.
IN THIS EPISODE, WE COVER:
Intro (00:00)
4 Step Process (4:11)
Accountability (8:03)
Affirmations (12:46)
Explore The Confusion (15:57)
Takes Some Introspection (21:44)
MEET JIM LUDWICK
Jim coaches people who “are on the fence” and have a hard time making financial decisions with 30 minute consultations. Jim listens first about their situation and experiences, then talks them through their thought processes. He no longer gives regulated financial advice and refers those needs to fee-only financial advisors. Many of those advisors send clients to Jim to help them make decisions and deal with roadblocks to financial success These roadblocks or diversions are sometimes known as excuses.
WHERE TO CONNECT WITH JIM:
Website
EPISODE SPONSORS:
Money Flow System - Download Free Money Flow Playbook and start automating your finances.
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Welcome back to the Money Boss Podcast. I hope you had a great holiday season. I'm back and ready to tackle 2022. Today I want to share with you a little bit of a twist to the usual traditional January conversation about goal setting and New Year's resolutions.
Guilt, shame and disappointment are totally optional emotions and we're not taking them in 2022!
We do not set goals to make us feel awful about ourselves!
We set goals because we are not just humans but spirits that crave progression.
So what progress would you like to see happen for you this year?
IN THIS EPISODE, WE COVER:
Intro (00:00)
Recap The Year (1:26)
Clean Start (3:43)
Forgive Myself (5:45)
Show Up For Yourself (6:56)
EPISODE SPONSORS:
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Staying motivated all the time is really not a sustainable way of doing things.
However, what helps a lot of people is consistency. I'm always exploring ways to stay consistent in all areas of my life.
My guest today Heather Steinker, a busy mom of three, has made strategy, and systems work like a well oiled machine. As a result she swears she has more time in her day than anyone else.
It was from this realization that Chaos N Cookies was born. A company and a podcast that helps busy mompreneurs stress less and save time through helpful tools and systems that increase productivity in their lives.
Free up some time for family and what lights you up by working smarter, not harder.
IN THIS EPISODE, WE COVER:
Intro (00:00)
All Kids Are Different (2:57)
Visual Calendar (7:55)
Shared Calendars (11:34)
Setting Boundaries (13:33)
Get Creative With Your Time (17:01)
Meal Prep (20:16)
Ignore It (25:28)
Find A Good Balance (28:19)
Set Yourself A Timer (33:05)
MEET HEATHER STEINKER
As a busy mom of three and keeping it in weird Austin, Texas, it’s safe to say that Heather’s life is far from boring. Running a household with three young kids takes strategy and a system to keep things moving, like a well-oiled machine. After many moms came to her asking “How do you do it? I swear you have more time in the day than anyone else,” Heather wanted to show them the way!
She created Chaos n’ Cookies to help busy mompreneurs stress less and save time through helpful tools and systems to increase productivity in their lives. Heather teaches her clients to be more efficient in their homes or running their businesses, working smarter and not harder.
WHERE TO CONNECT WITH HEATHER:
Website
EPISODE SPONSORS:
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Society promotes a 24/7 365 day per year hustle mentality but is it possible to achieve a work-life balance or is that concept a myth?
When I think of work-life balance, I automatically wonder what I need to do in order to cut, reduce or eliminate because something has to give somewhere in order for the other thing to actually work.
What if I told you that it's actually possible to achieve this balance? My guest Katie Leigh Jackson is a brand strategist and artist from Denver, Colorado. She helps small business owners clarify their message, simplify their marketing and build a strategy that promotes the work-life balance.
Are you ready to slow down and be more present? Then this episode is just for you.
IN THIS EPISODE, WE COVER:
Intro (00:00)
We’re Not Wonderwoman (4:16)
Having A Separate Number (13:16)
Tools And Suggestions (16:52)
Identify Your Values (21:48)
Getting On The Same Page (25:15)
MEET KATIE LEIGH JACKSON:
Katie Leigh is a brand strategist and artist from Denver, Colorado. She helps small business owners clarify their message, simplify their marketing, and build a strategy that promotes work-life balance. She has a passion for helping others slow down and get present which she often writes about on her blog.
SUBSCRIBE TO KATIE’S NEWSLETTER - https://thekatieleigh.com/
EPISODE SPONSORS:
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The world has changed so much for all of us in the last two years and many women are opting out of the workforce into business ownership..
In the past 2 years the option of self employment has become even more attractive, because the opportunities of working remotely over an internet connection successfully provides a lot of flexibility.
However, at the end of the day, each of us defines success and our reasons for achieving it differently. For some it's about having flexibility for the time to be with your family, working different hours of the day. Others just like the idea of working remotely, and making more money or making less and having less stress in life.
So what does it actually take to be a successful mompreneur?
My guest today Ciara Stockland is a born entrepreneur. From selling rocks to the neighbors at five years old to successfully opening two retail stores within two years and merging them together into a franchise, creating a marketing wholesale box subscription for boutique retailers and most recently launching the “Boutique Workshop” a coaching program for retailers. Ciara has found success time and time again both in the world of business and raising a family.
Listen in to find out what it takes to be a successful mompreneur.
IN THIS EPISODE, WE COVER:
Intro (00:00)
3rd Generation Entrepreneur (1:48)
My Skills (7:00)
When We Become Unbalanced (13:40)
We Had Some Really Low Lows (16:05)
How Would You Do This? (19:27)
Teaching Them Consequences (21:11)
Time Management (25:27)
Cash Management System (31:44)
MEET CIARA:
Ciara Stockeland was born to be an entrepreneur, selling rocks to her neighbors at 5-years-old and moving up from there. Ciara has done it all - opening two retail stores within two years, merging them together into a franchise, creating and marketing wholesale subscription boxes for boutique retailers, and successfully selling that service within the first 18 months. Most recently Ciara has launched the Boutique Workshop, a coaching program for retailers. Ciara is coaching retail owners from the perspective of someone who’s done it successfully, and teaching others how to find the same success she’s had.
WHERE TO CONNECT WITH CIARA:
Website
EPISODE SPONSORS:
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Today I am sharing with you an interview that I did with a fellow podcaster Misty Lynch, from the “Demystifying Money” podcast. Misty, like me, is also a Certified Financial Planner.
Join us as we combine the exciting, messy world of parenthood and finances into one awesome conversation.
IN THIS EPISODE, WE COVER:
Intro (00:00)
First Child (3:56)
Paid Family Plan (7:43)
Tied Into Emotions (15:30)
Spending & Trends (19:32)
Health Insurance Plan (25:57)
Personal Financial Goals (30:57)
Where To Find Anna (32:49)
MEET MISTY:
Misty Lynch is a fee-only Certified Financial Planner™ and Certified Life Coach offering financial planning, investment management, and coaching services. She was named one of the top 100 Financial Advisors in the US by Investopedia in 2020. Misty is passionate in her commitment to help her clients handle their finances and lives with confidence. A fee-only fiduciary and independent financial advisor, Misty does not receive commission and is legally required by her certifications to provide unbiased and reputable financial advice.
When she isn't writing and educating about finances or helping you become your best self, she enjoys reading, learning and taking courses, making food her kids won’t eat, petting all the dogs, 90’s music, and one day, aspires to be on a game show. Misty lives with her husband and children in Walpole, MA.
WHERE TO CONNECT WITH MISTY:
Website
EPISODE SPONSORS:
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We frequently hear conversations about wellness and how it encompasses a lot of different areas of our lives and despite what we may think they are not mutually exclusive.
When we think of wellness, most of us think about things like diet and exercise. However, the term actually encompasses so much more than just taking care of our physical selves.
If you want to be truly healthy, you must first learn how to create a healthy relationship with yourself.
...and it’s not as easy as it sounds.
My guest today is Tracy Litt, leadership expert, mindset coach, and spiritual advisor. She helps people across the globe to break the patterns that bind them so they can become the highest versions of themselves to create the businesses, relationships, and build the lives of their dreams.
IN THIS EPISODE, WE COVER:
Intro (00:00)
Start With Willingness (4:34)
You Are Enough (8:30)
Money Struggles (13:56)
Healing The Wounds (20:56)
The Thief Of Joy (25:04)
Misconception (28:57)
MEET TRACY:
As a spiritual advisor and mindset coach to visionary women leaders and entrepreneurs, a highly sought-after keynote speaker, TEDx speaker, and international best-selling author of Worthy Human…
...Tracy has helped THOUSANDS of women across 7 countries rise in all aspects of themselves, dramatically elevating prosperity, happiness, and fulfillment -- one choice at a time.
One by one, they are stepping into the reality of their highest selves… and actualizing their next-level wealth and impact.
Hang with her and you’ll find she is a powerhouse of energy, exuding unconditional love and light… but also stunningly direct, getting straight to the heart of what’s real and what’s true.
WHERE TO CONNECT WITH TRACY:
Website
TRACY’S FREE GIFT:
3 part audio training - whatwouldshedo.net
EPISODE SPONSORS:
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Do you have a money monster hanging around? If so, how do we get rid of them?
Today I'm talking with personal development and financial expert, bestselling author of “Financial Alchemy: 12 months of Magic Manifestation”, Morgana Rea who is here to share her 6 step process of transformation.
Join us as we look at how to identify if we have a Money Monster, how we tame it if we do, and what steps we need to take in order to actually keep it under control.
IN THIS EPISODE, WE COVER:
Intro (00:00)
Fancy Level Of Poverty (4:48)
Change Your Relationship With Money (8:38)
Money Is A Mirror (12:42)
We Want To Strengthen & Evolve (16:07)
Make Choices (21:08)
Mindset Follow The Heart (25:50)
Extreme Experiences (30:57)
Money Wants To Be With You (37:20)
Model For Our Kids (44:46)
Stop Saying You Can’t Afford It (49:06)
MEET MORGANA:
MORGANA RAE is the international #1 best selling author of Financial Alchemy: Twelve Months of Magic and Manifestation.
A sought after teacher, speaker and pioneer in personal development, she is widely regarded to be the world’s leading Relationship with Money coach. Morgana’s groundbreaking program for creating wealth has featured her on ABC, NBC, FOX, PBS, NPR, CNN, United Press International, Yahoo Finance and The Wall Street Journal online.As a “thought leader” on the topics of Wealth and Relationship.
She’s been a featured expert on programs with Deepak Chopra, Bob Proctor, Loral Langemeier, Wayne Dyer, Marianne Williamson, Marcia Weider, and many others.
WHERE TO CONNECT WITH MORGANA:
Facebook
Twitter
Youtube
Website
EPISODE SPONSORS:
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Here in America we are heading into our exciting holiday week of Thanksgiving. Having not grown up with this as a traditional family holiday I really enjoy its arrival each year with my own family.
For me it is a time of not only getting together with the ones we love but also for spending time in deeper gratitude.
It is also the time of year where I get the opportunity to thank YOU for the time you've given to me and my podcast over the last 100 plus episodes I’ve done over the course of this past two years,
I very much appreciate you tuning in every week and taking the time to leave such supportive comments and helping build this community. Thank you for being here with me!
Happy Thanksgiving to you and your family!!
IN THIS EPISODE, WE COVER:
Intro (00:00)
Thanksgiving & What I Have Learned (00:41)
Ready To Start The New Year (6:21)
Not Cooking Idea Fell Through (8:15)
Traditional Thanksgiving (11:55)
Connect With Me On Social (13:34)
What Are You Doing For Thanksgiving (15:36)
EPISODE SPONSORS:
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At this time of year the biggest conversation, a lot of times, sets around our spending. Today on the Money Boss Podcast I am sharing some of my top tips to alleviate holiday stress and make smart financial decisions during the holidays.
Stress is something we all experience whether we have a limited or unlimited budget; so don't let your debt become the Grinch that robs the fun from your holiday season.
Base your gift buying on sentiment rather than dollar value and avoid giving yourself a year-round debt headache.
IN THIS EPISODE, WE COVER:
Intro (00:00)
Being Smart & Strategic (1:00)
Setting Limits (2:28)
Naughty Or Nice (4:00)
Values Conversation (6:02)
Everyone’s Situation Is Different (8:10)
EPISODE SPONSORS:
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The topic of self awareness is everywhere these days. But do we truly understand what it means to be self aware?
My guest, Dr. L. Carol Scott, is a trauma-informed developmental psychologist, who shares with us how the first 2,500 days of our lives determines our skills for ALL of our relationships...for the rest of our lives.
Join us as we talk about what it means to be self aware and how we can use that to do better both in our personal and business lives.
IN THIS EPISODE, WE COVER:
Intro (00:00)
Early Years Are Important (5:40)
Put Your Oxygen Mask On First (11:41)
Work The Strategy To Trust (14:35)
Up To The Age Of 3 Everything Is Mystical (23:20)
Projecting Onto Others (29:25)
Listen To Their Ideas Beyond Play (33:13)
Compromising & Accepting (38:24)
Trusted Independence (42:19)
WHERE TO CONNECT WITH CAROL:
Instagram
Facebook
LinkedIn
Youtube
Website
EPISODE SPONSORS:
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The holiday season is fast approaching and with that comes a slew of extra activities, such as; family and friends visiting, cooking and baking, shopping and gift exchanges. All of which without a little pre-planning can quickly and easily have us feeling overwhelmed.
On today’s show we are taking a look at the stressors that arise during the holidays and what we can do to cope with them.
Join me and together let’s figure out a plan that will help to keep both you, your sanity and finances intact.
IN THIS EPISODE, WE COVER:
Intro (00:00)
What Are Your Goals? (2:33)
How Do I Generate More Income? (5:00)
My Go To Plan (6:15)
EPISODE SPONSORS:
Money Flow System - Download Free Money Flow Playbook and start automating your finances.
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My guest today is certified nutrition coach, and weight loss expert Brooke Simonson who helps health motivated individuals lose 5 to 50 pounds for the last time through the use of simple habits and mindset shifts.
Often when looking at our spending and budgeting habits, the first comments I will hear are; ”we need to stop spending so much money on groceries”. Or “we need to not stop shopping at Whole Foods, and eating out”.
This got me thinking; why is it when we need to add a little more budget into our routine people feel cutting the food budget is the place to start?
As you will see in today’s episode; it is not about eating less; it is about eating enough....and ensuring that what you are eating is the right thing so that you can feel full and stay satisfied for longer.
Join Brooke and I as we really dig into the why behind our decisions when it comes to investing in our health and how we can make the necessary adjustments.
IN THIS EPISODE, WE COVER:
Intro (00:00)
Tackling Cravings (8:06)
I Want My Clients To Fire Me (12:39)
Powerful Mindset Shift (14:42)
N - Plus (20:34)
Awareness, Attitude, And Accountability (26:04)
One On One Coaching (29:37)
Not A One Size Fits All (32:43)
WHERE TO CONNECT WITH BROOKE:
The Health Investment
EPISODE SPONSORS:
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Through launching over 200 podcasts, Amplifyou CEO and podcast host; Michelle Abraham has grown her business to 6-figures all while raising her family in an off-the-grid cabin on a lake on the West Coast of BC, Canada.
She is a firm believer that anyone can have mega influence from anywhere in the world – so long as they have a killer strategy and the right team support.
IN THIS EPISODE, WE COVER:
Intro (00:00)
From The Fitness World To Podcasting (5:40)
Moving Off-Grid (9:04)
We Bought An RV (15:30)
Give & Take (19:47)
Getting The Kids Used To The Change (24:00)
WHERE TO CONNECT WITH MICHELLE:
Amplifyou Podcast
Instagram
Amplifyou Network
Book a call with Michelle
EPISODE SPONSORS:
Money Flow System - Download Free Money Flow Playbook and start automating your finances.
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Traveling can get expensive at times. Add in traveling around the holidays and you’re looking at even more expenses. What are some ways that we can be cost-efficient this year while still traveling to see our loved ones?
It’s time to really start thinking about holiday travel and a few suggestions that I have for holiday travel this year is:
1) Book everything refundable.
- Be sure that if you need a refund or unforseen circumstances happen, that a refundable booking is available to you.
2) Insurance Policies
- Cancel for any reason insurance policies
- If your trip is non-refundable, get an insurance policy that allows you to cancel for any reason.
- Peril insurance
- 2 providers that I have found that provide peril travel insurance (included in links below). You can select a policy specifically outlining these perils such as if you have a rock hit your windshield in the rental car, it covers the car.
- When looking at these insurance policies, be sure that it is worth getting a policy to begin with. For instance, if you found cheap plane tickets but they are non-refundable, it may be worth it to get the insurance policy.
3) Don’t travel during holiday season
- This is another idea if you are trying to be cost-efficient.
- Choose to travel in January and February to see family after the holiday is over - rates are typically lower.
- If you do travel during the holiday season, see if you can stay with family or even drive to them rather than fly.
Plan ahead but stay flexible during this holiday season! What are some ways that you are being cost-efficient while traveling this holiday season?
IN THIS EPISODE, WE COVER:
- Ways to be cost-efficient while traveling during the holidays
LINKS AND RESOURCES MENTIONED IN THIS EPISODE:
- Travelex Insurance Services
- Generali Travel Insurance Plans
EPISODE SPONSORS:
Money Flow System - Download Free Money Flow Playbook and start automating your finances.
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Never ending to-do lists seem to be the norm but what if they don’t have to be? What if you could learn to focus your energy and efforts and start winning your days?
Andrea is here to chat with us about that. Today we are chatting about how you can start winning those days. We chat about what it mean to have peak performance and how that can be different for everyone. Andrea explains that she feels like peak performance is being able to show up, no matter what circumstance, challenging yourself and using your creative gifts, without feeling depleted at the end of it.
She explains we so often feel like we have to check everything off of the to-do list and sometimes that’s how success starts to look to us. If we threw this to-do list model out and really focus our efforts on being in our lives modeled around her “Host Your Life” method, we may find that we feel more fulfilled.
In the “Host Your Life” method, Andrea explains that there are 2 ways that you can be in your life and business and that is - as the guest or as the host. As the guest, just like as a guest at a party, you don’t really get to have a say about who’s invited or the food that’s served or what music is playing. You are just taking what is offered. She explains that this is like when life is happening and you’re responding in the moment but you’re very much at the effect of the circumstances.
Whereas, as the host, you have a say in everything. You get to create something that is yours, something that truly represents who you are, your core values, and what matters most to you. Being the host of your life means, Honor your why, Owning who you are, Shifting your perspective, and Taking inspired action. If you are feeling off or overwhelmed, ask yourself, “Where am I hosting? Where am I not? What do I need to shift? What would pull me out of this way of being if I’m feeling overwhelmed or stressed and call me forward to be the best version of myself?”
Andrea explains that sometimes it is about how much time do we have to focus on a project each day? She explains that we should put one thing on our list that we want to get done to be able to move forward and focus on how long that realistically is going to take and when we focus that amount of time that we promised, we end up feeling satisfied. She further explains how important it is to always leave space for interruptions and to carve out time where we’re not panning to do anything so that we have rest and recovery before you jump into the next thing.
We chat about what can help you be at the highest level of performance. Andrea explains that is usually someone who is conscious and intentional about making sure that their daily routine nourishes them. There are different ways to do this and it varies from person to person. It can look like prayer, mediation, affirmations, exercise, journaling etc. All of this is part of the mind-body integration.
Above all else, Andrea reminds us that it’s so important that we are being loving, nurturing, dynamic, funny in all areas of your life - not just at work or at home. It takes committed effort to doing only the things that help you feel centered so you can convey that in all parts of your life.
IN THIS EPISODE, WE COVER:
- Peak performance
- Ditching the to-list
- “H.O.S.T. your life” method
- How to make sure you are incorporating a mind-body routine in your life to be at your highest level of performance
LINKS AND RESOURCES MENTIONED IN THIS EPISODE:
- H.O.S.T Your Life Accelerator
- Hal Elrod's method
WHERE TO CONNECT WITH ANDREA:
- The Up-level Entrepreneur Podcast
EPISODE SPONSORS:
Money Flow System - Download Free Money Flow Playbook and start automating your finances.
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How important is it to raise money confident kids? Should we include our children in money conversations? How can we model money consciousness with our kids? Dr. Amanda is here to answer all of these questions and more.
Dr. Amanda explains that we must first have a conversation with ourselves - build consciousness around how we think of money. We should ask ourselves, “What do I think about money? Why do I believe that? Where did that belief come from?” She goes on to explain that if we don’t feel good about the money we make, we have a money block. These are important to identify because it helps us build healthy relationships with money and guide our children to do the same.
She further explains that children from ages 0-7 absorb everything around them. They are soaking everything up like sponges. So, if our children are surrounded by parents worrying or fighting about money, they start to also develop the belief that money causes these issues and they grow up to feel the same way. We should be careful to watch how we interact with money so that our children model healthy relationships with money as well.
Dr. Amanda and I chat about how important it is to have open conversations about money and how we can even make it a fun game - for example: “what are 10 ways to turn this $1 into $10?”
We chat about the false idea that we have all been told that we have to work really hard for our money instead of understanding the freedom and fun that we can allow ourselves to have with money doing something we love as well.
Dr. Amanda shares the three money blocks that people have often with money: 1) Money is bad. 2) Money is scarce. 3) Money causes stress. She shares a resource you can use to learn about which money block you have (link below).
Dr. Amanda reminds us that no matter what age your child is, you can help you child start thinking differently about money starting today. It is so important to have these conversations and the earlier you can start, the better.
IN THIS EPISODE, WE COVER:
- Money consciousness
- How children model the money mindset that we have as well
- Money blocks
- Importance of starting these money conversations
LINKS AND RESOURCES MENTIONED IN THIS EPISODE:
- Learn more about your money block
- Max Potential Money Podcast
- Dr. Amanda’s Youtube channel
- NFAmoney.com
WHERE TO CONNECT WITH DR. AMANDA:
- Max Potential Money Podcast
- Dr. Amanda’s Youtube channel
- NFAmoney.com
EPISODE SPONSORS:
Money Flow System - Download Free Money Flow Playbook and start automating your finances.
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Fall is here! Depending on where you live you may have cool, crisp air and beautiful falling leaves. Many people like to decorate for fall around this time of year so today I wanted to share 5 ways to decorate for fall without spending a lot of money.
This year, I have a few decorations saved from last year that I am going to use so it may be a good idea to also save decorations from last year in addition to these 5 ways I am sharing with you.
- Pumpkins
- Get your local pumpkins from a pumpkin patch if you can or go to Trader Joe's or Home Depot or any other store and pick out pumpkins to decorate with.
- Swap pillow cases
- You will be using these pillows for such a short amount of time when you switch pillows between seasons so just change out the pillow cases for each season rather than buying new pillows.
- Our local Walgreens or CVS often have these decorations as well that you can buy and find great deals a few weeks before the holidays so check out your local stores as well.
- Display blankets
- If you live in a colder area, this is especially nice to have the cozy feel of fall.
- You don't have to buy new blankets. You can just reshuffle - move some from your bedroom to the living room, etc.
- Cinnamon brooms
- Cinnamon is a great smell for fall. It fills your home with a nice fall aroma.
- You can find cinnamon brooms at Trader Joe's or other grocery stores.
- Decorate with baskets
- You can fill these baskets with apples or other seasonal fruits. Apple season is right now.
Don’t be afraid to be creative! Figure out what you already have around and don’t stress about it. If you did just one of these 5 things, that is great too!
IN THIS EPISODE, WE COVER:
- 5 ways to decorate for fall that is inexpensive
LINKS AND RESOURCES MENTIONED IN THIS EPISODE:
- Be sure to check out episode 134 on "Autumn Bucket List Activities".
EPISODE SPONSORS:
Money Flow System - Download Free Money Flow Playbook and start automating your finances.
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Do you have a mom-owned business? Are you thinking of starting one? If so, today’s episode is for you! Aria, founder of MOB nation (Mom Owned Businesses), and I have a conversation about what life is like as a successful mom business owner.
Aria explains what MOB nation is and how she got started in her successful business. She created an online community specifically designed for those that are balancing motherhood and business.
Aria and I chat a lot about mindset and the limiting beliefs that often hold us back. Aria explains that you can have the right tools or resources, but if you aren’t in the right mindset to grow then it all is pointless. Mindset is key and is the starting point to every business.
Aria gives us tips on how to address the limiting beliefs that we sometimes get. It’s important to first identify those limiting beliefs that we get, seeing where they stem from, and then stating affirmations that apply specifically to those limiting beliefs.
For example, she states that a common limiting belief that she sees is money mindset. Most people feel they have to be constantly working in order to have money and that money should not be easy to attain. This may stem from childhood with how you were raised and the role models that you had. You then want to state affirmations such as “Money is easy to come by”, “I am allowed to make money off of something I enjoy”, or “I am allowed to make money off of my zone of genius”. She further explains that it is important to remember that those limiting beliefs didn’t come overnight so they are not going to heal overnight. Each time that you uplevel or those limiting beliefs creep in, be sure that you are working on your identifying them, seeing where they stem from, and stating your affirmations.
Aria also chats with us about how we impact our kids as mom business owners and how they are watching how you run your business and they will model that behavior in their future businesses or in their life. Be sure that you are pouring into yourself, setting boundaries, and loving yourself so that your children see that modeled and do so in their own lives as well.
We chat about how success looks different for everyone. It’s important to figure out what aligns with you and how you want your success to look like in your business and to be sure that you are comfortable with how you are running your business. Aria says that a lot of people say they are not in their business for the money and just want to make a difference but she explains that you canmake a difference in the world and make a lot of money. She explains that we are allowed to make the amount of money that is abundant to us and to know that you’re going to make a bigger difference in the world if you are feeling abundant.
Aria reminds us that the dream or calling that is put on your heart is meant for you to feel that way. You are meant to have that dream. Take the next step. Find a mentor. Find a community. Don’t do it alone. Find the people that are going to cheer you on!
IN THIS EPISODE, WE COVER:
- What being a successful mom business owner looks like
- Mindset
- Limiting beliefs
- How success is different for everyone
LINKS AND RESOURCES MENTIONED IN THIS EPISODE:
- MOB Nation www.mobnation.com
- Directory for MOB nation
MORE ABOUT ARIA:
Aria helps you get out of your own way, sparkle up your mindset, step in to your power, and live your dream life. Working with Aria as a business mentor blends consulting, coaching, and cheerleading not found anywhere else.
Aria has a proven track record of success in building communities and online empires. Schedule a “Pick My Brain” session, join a mastermind, purchase her courses or work with her 1:1.
Money Mindset and magic course
WHERE TO CONNECT WITH ARIA:
- MOB Nation
EPISODE SPONSORS:
Money Flow System - Download Free Money Flow Playbook and start automating your finances.
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It’s October and that means the Halloween season is here! Trick or treating is so much fun for the kids and there is so much candy. How can we use that candy to teach our kids all about money management? Today I want to share 6 ways that we can start introducing these money concepts.
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How motivated are your kids to work for this candy?
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This teaches them the value of money and working for something that they would like to do.
-
Saving versus spending concept
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If using candy as the currency, after trick-or-treating, evaluate: is there any candy left? When you have a lot of candy left, what do you do with it? Do you eat all of it or do you put some aside and have some for tomorrow or even save some for the rest of the week so that you can enjoy a little every day.
-
The three jar concept that I have mentioned in previous episodes comes in really handy here. It includes 3 jars (save, spend, give). In the give jar, they can give the candy to a friend or Mommy and Daddy. In the spend jar, they can have that as the eating jar. In the save jar, they can keep the candy a little longer to have for another day.
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Budgeting versus binging
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Have a daily limit on how much candy that they can eat per day and compare to real money.
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For instance, if they have 5 pieces of candy, how long will those 5 pieces of candy last? Or will they just eat all of the candy in one day? Budgeting vs. binging.
-
Taxes
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How do we teach them that the money we get in our future paycheck is going to have a tax? We can teach them taxes with the candy they receive at trick-or-treating.
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Example: If we have 10 pieces of candy, take 2 of those pieces out of the bucket. We don't get to keep those 10 pieces of candy because that's how it works in real life. Teach them this so that when they have their first job, they understand that they don't get to keep 100% of their paycheck.
-
Investing
-
Continue with the 3 jar approach. If they have 10 pieces of candy and they commit to not eating it for 1 week, Mommy and Daddy will put 5 pieces of candy in the jar. If that stays there another week, I will add 5 more pieces of candy again and so on and so forth. You can try this for about a month or so to see how much they will invest in their candy account.
-
Share with others.
-
Build on your investing component: since you have more now, can you share one or two pieces of that?
- Introduce the concept that other kids don't have the opportunity to have a costume and go trick-or-treating so that's a good option to teach them to share.
I’m not saying for the kids to not enjoy this holiday by any means, but I’m trying to create this parallel between smart money decisions for the kids and using candy as a fun currency!
Let me know what you are doing this Halloween! How are you keeping the kids engaged in creative ways and still introducing these lessons for their finances?
IN THIS EPISODE, WE COVER:
- 6 ways that we can incorporate Halloween candy and money
LINKS AND RESOURCES MENTIONED IN THIS EPISODE:
- Link to jars mentioned in the episode
EPISODE SPONSORS:
Money Flow System - Download Free Money Flow Playbook and start automating your finances.
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How can we have uncomfortable conversations about money, sex, and relationships?
Dr. Joli Hamilton and I chat about the lack of education that we are provided when it comes to both money and sex. Dr. Joli explains that we often feel like we should already know a lot about sex and money but yet most of us are offered no education on either thing. She explains the importance of deciding that it is okay to have these conversations anywhere and everywhere and there is nothing to be ashamed about when talking about finances or sex.
Dr. Joli shares how hard self-awareness is but how crucial it is to have these uncomfortable conversations. She explains how we should be at a place of center with ourselves and allow ourselves to think and work through feelings. Dr. Joli reminds us to set up for success by designing the conversation. Be really clear on your expectations and what you want from the conversation.
Dr. Joli shares a technique she learned form a teacher of hers about taking 5 good breaths before she starts having a conversation. This allows you to soothe yourself enough so that you don’t enter a conversation with fear.
We chat about the difference in responding and reacting. Dr. Joli explains that one of the ways to figure out if you are responding or reacting is to check your body language and sometimes we have to slow the pace of the conversation down so that we have a chance to respond rather than react. Plan ahead for these conversations and make sure that your partner understands that a conversation is about to happen.
Dr. Joli explains how we can set ourselves up for success by checking in with HALT, an acronym to check and see if we (or our loved ones) are Hungry, Angry, Lonely, or Tired. If any of these things are going on, we want to take a step back and address that situation first prior to having a conversation. After we have addressed HALT, we can then explain that we have a conversation that we want to chat about and provide the expectations of that conversation to our partners.
Dr. Joli suggests planning out these conversations ahead of time. Put them on the calendar!
Be sure to tune in to hear all of the value that today’s episode provides!
IN THIS EPISODE, WE COVER:
- The fact that there is a lack of sex education and money education
- Self-awareness
- 5 good breaths technique
- Reacting versus responding
- HALT method
- Planning ahead for these conversations
LINKS AND RESOURCES MENTIONED IN THIS EPISODE:
- BOOK - “Project Relationship” by Dr. Joli Hamilton
MORE ABOUT DR. JOLI:
Dr. Joli Hamilton is a research psychologist, best-selling author, TEDx speaker, and AASECT certified sex educator. Over the past two decades, Dr. Joli started more than 10 businesses ranging from clothing design, personal training, and doula services while managing her own personal relationships, pursuing her graduate degrees, and raising 7 kids!
WHERE TO CONNECT WITH DR. JOLI:
Website
EPISODE SPONSORS:
Money Flow System - Download Free Money Flow Playbook and start automating your finances.
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Hey Money Bosses! The sooner we can start working on our finances, the easier it gets! For National Financial Planning Month, I want to chat with you today on creating your financial plan and what that looks like and the pieces and parts that are important to review when making a financial plan.
First of all, your financial plan is a roadmap and needs to have two things: a deadline and a dollar amount. It is helpful if you take out a piece of paper and break down what you want to accomplish in the next 3 years, 5 years, 10+ years. Don’t worry about funds during this time. Sit down and have a “money date” with your partner to chat about these things. It is important to look at all of these following parts when creating your financial plan.
Then, I want you to really get an understanding of your “financial pulse”. The parts of a financial pulse are:
- Get a good review of your spending.
- Where is your spending?
- If you are working on tackling debt, do it now.
- Need to update, review, and discuss with your significant other about your emergency reserves.
- Need to evaluate if you are still on target.
- Think about your investments.
- What are your long term goals? Retirement? What are you saving? 401K? Education savings for kids?
- Global review
- What is the plan for next year? What are the short term goals (next 12 months)? What are the long term goals?
Consider this time to be your resetting point for next year and make progress on reaching your financial goals!
Tune in to hear all of the tips that I share with your on creating your financial plan!
EPISODE SPONSORS:
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Our guest today, Robbin McManne brings a lot of value to parents and business owners. Robbin shares with us what led her into her career as a Certified Parent Coach and shares tips such as being sure that we set a determined time that we are going to be done with our day. She explains that the reason we should do this is so that we are intentional about our time and we’re more productive and get better results.
Robbin explains that when we are done with our work for the day and it is time for the transition into family time, to take a moment and reflect on your day and the energy you are bringing into your family and state your intentions for the rest of the day and she gives us examples of these intentions.
We chat about how to be present in the moment when we are with our family or when we are focused on work. We chat about the conscious parenting community and how it is built on building relationships with our children first and foremost in order to help our children grow up to be thriving adults.
Robbin also chats with us about how important self-care is as a parent and how it is necessary to avoid burnout and what to do if the other parent is not as present and how to have those conversations.
We even have a conversation about money and how to incorporate money into the conversations with our children.
Robbin reminds us above all to go easy on ourselves and to not try to be perfect. You are not alone. There is a way for you to get help.
Be sure to tune in to all of the value that this episode brings!
IN THIS EPISODE, WE COVER:
- Being intentional about our time and reflecting on our day
- Conscious parenting community
- Importance of self-care
- How to incorporate money into the conversations with our children
LINKS AND RESOURCES MENTIONED IN THIS EPISODE:
- Robbin’s podcast: Parenting Our Future
- Pomodoro Timer
- Parenting For Connection
- BOOK: “Yelling Cure”
MORE ABOUT ROBBIN:
Robbin is a Certified Parent Coach, author, podcaster and speaker. She works with parents from all over the world to help them build more connection and find more joy and cooperation to their parenting. Robbin is a parenting expert and consultant for the international, personal development app, LiveMORE. Robbin also sits on the Expert Panel for Newsweek Magazine where she contributes to and writes articles related to parenting for the publication.
Robbin is a former ‘Angry Mom’ and for over 12 years, Robbin juggled a full-time corporate career while being a mom and wife, prior to becoming a Parenting Coach. In her corporate career, Robbin has a background in marketing and public relations, training, and event planning. She understands firsthand how many moms struggle to balance work and family.
It’s because of her struggles as a parent that she found the world of peaceful parenting and has dedicated her life to teaching parents how to build a strong family, so their kids thrive.
Robbin’s work focuses on building and strengthening the parent child relationship so that children grow up with resilience, confidence and strong emotional intelligence. She works with parents to help them understand their own emotions and frustrations in parenting, so they can help build their children’s sense of self without losing themselves in the process!
In October of 2018 Robbin released her first book, “The Yelling Cure – How stress less and get your kids to cooperate without threats & punishments.” Her book is being read by parents all over the world 300,000 copies sold to date.
Robbin divides her time working with her clients, speaking at events and spending time with her two boys and husband. You can usually find her at a hockey rink or sports field cheering on her boys. Most importantly, Robbin has changed the way she parents and connects with her sons and is dedicated to helping parents find the same joy, connection and cooperation in their families.
WHERE TO FIND ROBBIN:
Website
EPISODE SPONSORS:
Money Flow System - Download Free Money Flow Playbook and start automating your finances.
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Whether you love fall like me or it’s not your favorite, chances are you are going to want to find some types of activities to do this season with the family before the holidays are here. I want to share my top 5 activities to do this fall season - with the first 2 being my absolute favorite.
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Visit an apple orchard.
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Apple picking season is from Labor Day through the end of October/early November so be sure to go before it ends!
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You can bring home a lot of apples to make apple sauce, apple jam, and apple pie.
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Decorate pumpkins.
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With pumpkins you can paint them, melt crayons on them, carve them, put stickers on them, and decorate the house with all of the pumpkins that you and your family decorate.
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You can even choose to go to a pumpkin patch before and pick out your pumpkin to decorate.
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Bake fall desserts.
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My personal favorite to bake is pumpkin pie.
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Take a drive to nowhere.
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The leaves are falling and turning colors.
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Pack a lunch and bring your camera!
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Bonfires.
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You don’t even have to leave your own backyard to enjoy this one. Drink apple cider around a nice fire this fall.
These are just my top 5 ways that I want to enjoy this fall season! Be sure to tune in and let me know what ideas you want to try out!
EPISODE SPONSORS:
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Krisstina brings her expertise to the Money Boss Podcast today. She helps us to understand how home ownership can be wealth-generating but only if our mindset is shifted to think so. She teaches us that we have to shift our mindset into a “millionaire mindset” and think of investments and wealth-building, not income.
Krisstina explains how we can over-borrow leaving us with no room for wealth-building and she gives us mindset shifts that we can use to shift our goal to wealth and financial freedom.
Krisstina teaches us to imagine our household finances as a business and to always think of the end goal - financial freedom/wealth. She explains a few concepts that teach us how to flow money from beginning to end, and end to beginning so that we have money to live intentional and full lives.
Be sure to tune in to hear all that the value that Krisstina shares!
IN THIS EPISODE, WE COVER:
- Mindset shifts to help us think in a “millionaire mindset”
- Imagining household finances as a business
- Concepts that will teach us how to flow money from beginning to end, and end to beginning
LINKS AND RESOURCES MENTIONED IN THIS EPISODE:
- www.krisstina.com
- Money School
- Wealthy Wellthy Podcast
- FREE BOOK: “Falling for Money” by Krisstina Wise
- BOOK: “Profit First”by Mike Michalowicz
MORE ABOUT KRISSTINA:
Krisstina Wise has made it her life’s work to master money. She is a self-made multi-millionaire with the equivalent of two pHDs of intense study with some of the business world’s most sage and seasoned mentors. Her training and experience has built proven systems that work - in both good and challenging times.
After nearly losing her life in 2013 and spending almost half a million dollars to recover, her mission is now to inspire others to build extraordinary wealth and optimal health.
Named on the 100 Most Influential Real Estate Leaders in the country, she has been featured in USA Today and recognized by Apple and Evernote for her creative leadership with emerging technologies.
Krisstina is an international speaker and award winning author of the Amazon bestseller “Falling for Money”, a romance novel for your bank account.
She may wear athletic clothes and a baseball cap for almost any occasion, but don’t let that fool you…Financial sovereignty means the freedom to choose. Krisstina chooses to show up in a baseball cap instead of a Lamborghini, even though she could choose the latter. Learn more about her money school for micro-business owners at www.SovereigntyAcademy.com.
WHERE TO FIND KRISSTINA:
Website
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Our guest today, Riley Oickle, is the founder of Your First Income Property where he teaches people how to purchase and manage their income properties for those who want to use real estate as a tool for wealth growth. Today we are talking about how you can use real estate as a tool to grow your wealth.
Riley chats with us about how he got started in real estate, the mindset shifts (real estate vs. stocks, etc), the steps in the process of buying real estate, and the number that is considered a healthy profit when looking at return on investment (ROI).
Riley explains that an integral part in the process is learning that you can buy property. He explains that a lot of people do not realize that and once you have that realization, it opens up the possibilities.
Riley further explains that there are three steps in the process of buying property:
- Analyze the city.
- Which city is best? How do you analyze that?
- Part of this analysis includes figuring out what is important to you. Is appreciation important? Is cash flow important?
- What type of property do you want to buy?
- Single-family? Commercial? Land development?
- Riley prefers 2-4 unit buildings (and he explains why in the episode).
- Figure out what type of strategy you want to use.
- Flip? Wholesale? BRRRR strategy?
Riley explains how to do a proper analysis on a property (even when you are in another state or country). He explains the two most important numbers that we need to make sure are met when looking at what would be considered a healthy profit. Those two major numbers that need to be met are:
- Cash-on-cash ROI
- Minimum of 10%
- Annual cash flow / initial investment
- Total ROI
- Most important number
- 25% ROI
- Total ROI made up of
- Cash-on-cash ROI
- Equity ROI
- Appreciation ROI
Riley explains that above all, remain patient! Tune in today to hear all of Riley’s tips about investing in real estate!
MORE ABOUT RILEY:
Riley Oickle is a graduate from Western University where he studied Business & Kinesiology while competing in Varsity Track & Field. From the age of 18 to 24, he started multiple businesses including ‘Home Maintenance London’ & ‘RO Business Consulting’ which combined surpassed $2 million in revenue. Since then, Riley still operates his businesses from afar, and now focuses his career in Real Estate Investing full-time. He is passionate about helping people take their first step toward financial freedom through the investment vehicle of Real Estate.
WHERE TO CONNECT WITH RILEY:
Website: https://www.rileyoickle.com/ - Book your discovery call with him here
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Hi Money Bosses! Today I wanted to chat with you about the four things to know about the housing market shifts. These market shifts that I have noticed could help you make a decision about whether you are ready to embark on the journey of trying to buy or sell your home.
Last year, even during the pandemic, the housing market increased. There was a high demand for homes last year. The average median home price is up by 24% since before the pandemic!
The four shifts that I have noticed are:
- More homes are going on the market.
- Last year, even during the pandemic, the housing market increased. There was a high demand for homes last year.
- Homeowners have been waiting to see what was happening with COVID and a lot of people were waiting to sell their homes during COVID.
- The difference between where the housing inventory was in April 2020 and April 2021 increased by 23%!
- Buyers are pushing back at home prices.
- Although a lot of people saw this as a good time to buy a home or buy a bigger home, a lot of people saw giant price increases and thought "Why are we going to pay this amount?"
- Mortgage interest rates remain low.
- Interest rates were very low and are still low.
- Foreclosure memorandum is coming to an end.
- This forebearance on foreclosures allowed homeowners to defer payments for those who lost their jobs during the pandemic or who couldn't make payments. This will be ending in a few short weeks (September 30).
There is a lot to think about with those who are wanting to buy or sell during this time. It is currently known as a seller’s market but if you sell you need to be ready to buy and keep in mind these four things that I have shared today.
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In this episode, we are taking a different angle with our conversation and are joined by our guest Sensei Victoria Whitfield, who helps entrepreneurs balance mind, body & biz!
Victoria shares about how she got started. She chats with us about how her own energy and sensitivity and awareness of being exhausted all the time snuck up on her and she was drained. She was working in the corporate world and had a big “aha” moment that changed everything for her.
Victoria shares about the steps that we take before we get to that “burnout” stage. She explains that we must start with why before we can address being at that burnout stage.
She explains that energy is the fuel behind all action and we must figure out what is putting the “fuel in our tank” so we can fully address ourselves.
Victoria talks about the practical tips you can incorporate with yourself and with your family to give yourself the “energy refund” that you all need.
If you are tired of feeling like an emotional sponge, this is the episode for you!
IN THIS EPISODE, WE COVER:
- How Victoria got started
- Steps we can take before we get to the “burnout” stage
- Practical tips you can incorporate for yourself and your family
LINKS AND RESOURCES MENTIONED IN THIS EPISODE:
- Text READY to 411321 to receive “Unlock Your Inner Visionary” and get in-depth guidance on how you can harness the power of your empathic sense to grow your life and business!
- Use coupon code PODCAST at VictoriaWhitfield.com/Meditate to attend my next group meditation and energy clearing session on Zoom for free!
- Victoria's Book - “Natural Intuition Now”
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On today’s episode I compare and contrast about how do you know when it is appropriate to rent versus when it is appropriate to buy.
When thinking in terms of buying, you have to think about if you are committed to staying in one place for at least five years. If so, then it may be more feasible to buy. There are also many responsibilities when it comes to owning a home so you have to ask yourself if you are ready for that responsibility. Lastly, when it comes to owning a home, you have to think about if you are ready to make financial sacrifices in order to get ready for your down payment. That may include less vacations or less eating out.
Likewise, when it comes to renting, there are a few questions you need to ask yourself. Do you want to continue to travel or do you want to stay in one area? Renting provides flexibility – do you want to be able to work remotely? Are you saving for a home? How will you be saving? Are you able to sustain the cost of renting?
All in all, at the end of the day, you have to do what is right for your budget and financial situation. What is it that you want and can afford?
IN THIS EPISODE, WE COVER:
• Questions to ask yourself when thinking of buying
• Questions to ask yourself when thinking of renting
LINKS AND RESOURCES MENTIONED IN THIS EPISODE:
• Be sure to check out episode 126 where I chat with you about the five questions to ask yourself before buying a home.
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You want to raise millionaire kids? What financial tools and vehicles can you utilize to begin introducing the wealth-building techniques as well as actually make money. Dee from Kids Money Academy shares with us what types of accounts to set up and how to get kids involved and participating.
Do you often wonder with the low-interest rates if it’s the right time to purchase a home? Even though the housing market is hot right now, it might not be the right time for you and your family. There are a lot of things to think about when making the huge financial decision to buy a home.
- Are your job and finances stable enough to get a mortgage?
- Do we want to use your savings for a down payment?
In this episode, Anna weighs in on the very questions to consider to help you make a decision to buy a home.
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As I look back at this last, year a lot of lessons were learned. The most important one is that I now have a much clear vision of what I want this podcast and this community to be.
*I want to help families with young children get awesome with their finances, like really be proud of how they handle their money and make smart financial decisions.
*I am also so grateful for all the conversations I got to have with my awesome guests and many more we are planning.
*I am excited about my new Masterclass launching in September 2021, specifically focused on helping New Families. I couldn’t have done it a year ago!
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Our guest today, David Mulonas from Something on My Mind podcast, shares with us his budgeting strategy, and how he not only adopted it in his life but also got his wife to participate and be interested in the process
Points discussed:
- How to get started
- Have to care - use the budget as a tool to help you accomplish your biggest goals
- Education - reach out for help and guidance to others
- Incentivize - give yourself a reward for doing the hard work
- Influence & Model - look and adopt what is alreading working
Budgeting worksheets & templates
CONNECT WITH DAVID:
Something on My Mind Podcast
Social Media:
Tiktok
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I love the idea of segregating how my money is invested. It helps me to see a specific purpose and to track how financial goals get funded and what resources such, current and future savings are needed to accomplish the goals and not to have to worry about fluctuations in the stock market.
- Bucket #1 - Short Term
- Bucket #2 - Mid Term
- Bucket #2 - Long Term
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Points Discussed:
What are the most important things women business owners need to implement:
- Financial side
- Separating personal and business finances
- Keeping a good accounting structure
- Legal side
- Estate planning
- Business continuation
- Life insurance
ABOUT OUR GUEST:
Misty Lynch, CFP® helps high-achieving women and families handle their busy lives and finances with confidence for the betterment of their future. Misty hosts the weekly podcast Demystifying Money. She is a personal finance expert and a resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report named her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice".
CONNECT WITH OUR GUEST:
Social Media:
- Facebook / Instagram /Twitter @mistylynchcfp
FREE GIFT FROM MISTY:
5 Steps to Simplify Your Money
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3 Jar System is the answer! Spend, Save & Give.
The jar system is a great way to teach kids how to manage money wisely and to help them develop the skills they'll need as adults.
Points discussed:
- How much allowance to give
- How to allocate it into 3 Jars
- How to track it and educated kids
- How to set guidelines
- How to have fun with it
RESOURCES:
3 Jars set on Amazon (plastic!)
Spend, Save & Give labels from Money Kids Academy: Freebie Vault
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Our guest today is Dan Mangena- writer, fellow podcaster, motivational speaker, and coach who helps people discover their very own ‘money DNA’ & start aligning you properly with your unique power.
Points discussed:
Secret #1 - perpetual planning mode
Secret #2 - state of disconnect
Secret #3 - Identify where you are on the wealth thermostat
CONNECT WITH DAN:
Book: Money Game: A Wealth Manifestation Guide. Level Up Your Mindset Step-By-Step & Create An Abundant Life
Podcast: Do it with Dan
Instagram: @dreamerceo
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While being able to receive advance credits may be great news for many taxpayers, the downside is that taxpayers who receive advance amounts for which they are not eligible may be required to repay these advances when they file their 2021 return.
Let's talk about how you can opt-out of these future payments.
RESOURCES:
EP. 107 - 2021 Child Tax Credit
How to Unenroll: Taxpayers should go to the Child Tax Credit portal on the IRS’s website to unenroll.
The portal can be accessed here.
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Diana Cregan combines her skills as a coach, trainer, and recruitment consultant to help women find their way back to purposeful existence beyond the family. When is it time to reconnect with your professional identity and go back to work? From a financial perspective, she discusses the reasons why to go back to work in the first place.
EPISODE RESOURCES & TOOLS:
Back to work roadmap for moms.
- Who am I? What is important to myassessment. 7 levels deep work.
- Book - The Subtle Art of Not Giving a F*ck: A Counterintuitive Approach to Living a Good Life
- Understanding fear
- Tap your networks, but not to sell, but to connect
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This content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. You should consult a financial professional for advice relating to your individual situation.
Tune it to hear my rationale for chooses these 5 stocks.
5 Stocks I bought for my 2.5 yr old Liam:
- Disney
- McDonald's
- Coca Cola
- Google (Alphabet)
- Apple
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ABOUT OUR GUEST:
Today we are chatting with Jill Devine, After 20-years as an on-air radio personality, she was inspired to create 2 Kids and a Career podcast and give voice to the complexities of raising a family, having a career, and simply just trying to keep it all together.
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Points discussed
- Chores based allowance
- Pure allowance
- Hybrid method
- Allowance rules
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How do we change these feelings and thoughts that we aren’t doing enough for our children? In this episode, Glady Smith, a life coach for mothers and a big advocate for working mamas. She dives into questions like:
- What is “mom guilt” and why do so many women feel it?
- How do we begin to change these feelings and thoughts?
- Do all women who are mothers feel the same guilt?
- Why are we punishing ourselves?
- What can we begin to do to change this cultural feeling?
Tune in now to learn more about Mom Guilt and hot to finally stop feeling less of it!
SPEAKER INFO:
Gladys Simen - Life Coach for women.
MyLifeCauch.com
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I'm forever grateful for the opportunity I was presented all those years ago and the people who believed and supported me along the way!
Thank you!!!!
Jim Ludwick - Thanks for giving me a full-time job, even though you only could afford a part-time assistant at that time! 😆
My parents - Thank you for bringing me to America and everything that came with it!
My hubby- Yuri Sergunin - I love you! You are my everything ❤️ Fun fact: we were only married for one year when I started with MainStreet back in 2006.
My clients - Thank you for trusting me with your most intimate assets, your Money. 💰
My MainStreet Financial Planning team - you guys ROCK! You're the best financial planners in the world 🌎. We are going to the moon 🌝
My colleagues – I’ve learned so much from you over the years!
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Tune in to my conversation with Dr. Steven Hall, an author of 3 books, with the most recent The Seven Tools of Healing: Unlock Your Inner Wisdom and Live the Life Your Soul Desire, a board-certified family practitioner with a mission since 1985 to help people heal.
RESOURCES:
Dr. Hall's course: Strong Foundations: Teach Your Children to be Healthy with Their Feelings
We are going to discuss:
- All feelings are matter
- Feelings = messengers
- Believes are lenses of how we interpret something.
Dr. Hall's AAA - framework
Awareness- recognizing how you feel in the moment. Mindfulness.
Acknowledgment - actually stating the feelings we are experiencing.
Ask - ask the feeling to take us where the root is
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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 or ask about; some banks have more customized offerings than others.
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RESOURCES:
EP #109 - Why open kids' savings accounts?
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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 checks, take cash out ATM machine, check balances online, etc.)
- Teach them the basics of how money works. How much interest they can earn, etc.
- Set specific goals for savings: buy a video game, a new electronic device etc.
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RESOURCES:
2021 Child Credit Calculator
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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 after the baby arrives:
- Health Insurance
- Plan for child care
- Estate planning documents
- Education savings
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RESOURCES:
- Student Loan Simulator
- Apply here for student loan income-based repayment plan
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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
- Explore your own region
- Wait until the very last minute
- Travel someplace less typical
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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?
- Do you have a grocery buying pattern?
- Do you plan your meals?
Check out the previous episode on #69, How I got my own Money Flow.
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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 found that more than 40% of couples have conflicting money beliefs and spending habits. So, how do you and your partner or spouse get on the same page so you each can reach your financial goals? Understanding how to navigate through these changes isn't guaranteed to be easy, but planning can help you build a strong financial foundation for your relationship. In this episode, Anna shares about her 16th year anniversary with her husband and how they have figured out exactly how to meet their goals.
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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 discusses how developing your professional brand has roots not only for you to love the work you do...but for you to get excited and want to jump out of bed every morning as well as how it will have a 1000% positive impact on your finances!
She will teach you what elements (or what she calls “Brand Ingredients”) you need to start growing and working right away!
- X-Factor
- Energetic Currency
- Influence
- Adaptability
- Purpose
LINKS (for our guest)
The Power of Brand Course
The Ferrari Factor - A talent development firm
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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 and a few things you may not know about me.
I hope my Money Story helps you think about your own and maybe helps you make some adjustments and improvements along the way.
RESOURCES ANNA USES TO STAY ON THE TOP OF MONEY RELATED TOPICS:
Magazines :
- wsj.com
- nytimes.com
Blogs:
- Mint Life
- bankrate.com
- neardwallet.com
Podcasts:
The Goal Digger- Janna Kutcher
So Money- Farnoosh Torabi
Millennial Money- Shannah Game
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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!
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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. Who wants to work that long???
Here is a list of 7 financial milestones to strive for during your 30s that can kick-start your Money Roadmap, but let’s be honest — some of this might hurt a little. Being disciplined with your money means sacrifice, compromise, and diligence, but always remember the end goal Retirement or Financial Independence, unless you just really want to work on your terms.
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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 your portfolio
RESOURCES:
Articles to read
How to Balance Saving for Retirement with Saving for college
Rule of Thumb: Save for College or Retirement
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POINTS COVERED:
- How financial planners help clients
- What is the financial planning process
- Is it for everyone?
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WHAT YOU’LL LEARN
- Expenses to consider
- Where and how to save
- How to be practical
- When to say "No"
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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 planning business, and published an Amazon bestseller.
“I walk my DREAM CLIENTS through an exclusive process to help them achieve success.”- Ash
LINKS:
Financial Chakras Book
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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 Monther’s day to all the Mommies in the world. You are truly remarkable!
LINKS
Episode #11 - I want to be a Super Mom
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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 distilling the complex finance world into bite-size pieces.
WHAT YOU'LL LEARN:
- How to begin prioritizing and planning money, family & career
- How can women build support around them, especially in the financial arena
- What trusted advisors they should have
- What steps can women take with their money now to be more secure in retirement
- 5 headwinds impacting women’s retirement and what to do about it
LINKS FOR THE GUES:
Liz Hand's LinkedIn
Liz Hand's Website
YouTube Channel - Pleasant Financial Conversations
Pleasant Financial Conversations Online Community for Women.
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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 values?
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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 goals and metrics
- Your downpayment options
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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 our high-achieving, fast-paced culture.
If you are so busy, when will you have time to pay attention to your finances?
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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 family protection, aka, Life insurance.
LINKS
Episode #069 Legacy Planning with Carmen Rossas
Episode #056 Love in the air, so is Life Insurance
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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 & Cons
LINKS
www.mint.com
Mint Blog - Financial Resouces
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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 how to make more and more money and how to responsibly save it. We are discussing in this episode how and why it’s important to spend it! Anna discusses how well your family’s financial garden grows depends on how well you take care of yourself and your family. Sometimes we need to focus on enjoying ourselves and cultivating our own financial garden of wealth and fun!
FREE Resources
How to plant an edible garden with your kids - Parents Magazine Article
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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 about the Art part of this complex topic called money:
- Gratitude: write 3 things you are gratiful for around your finances daily
- Prioritize daily, monthly & weekly money tasks
- Conduct weekly Money Dates
RESOURCES:
Bari Tessler, The Art of Money Book
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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 change in your financial situation can be incredibly stressful. No matter how stressful the situation, bills still need to be paid, lights need to stay on, and food needs to be on the table. If a crisis happens, you’ll need to be financially prepared! In this episode, we will discuss the types of emergencies that can happen and how you can financially set yourself up for success while also while reducing the negative economic impact.
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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 in their disposition and acquisition of investment properties.
LINKS
Connet with you and wish him a very happy B-day!
Yuri on Linked In
Yuri on Instagram
www.stcommercial.com
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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 simply educating them on basic building blocks for financial wellness as well as the skills and knowledge you need to make informed decisions with your finances. We discuss why teaching your children to learn about basic money concepts, such as saving for a goal and spending only what you can afford is so important -- so they will ultimately lead happy, financially stable lives.
Jim shares his framework to help parents get kids engaged and interested in participating in money topics as well use a variety of tools, such as his book, Larry, the Bunny Saves the Money, that my 2-year-old son Liam loves reading.
MEET THE GUEST
Jim Degeatano, CFP® and a President of Diamond Wealth Advisors. He has done a lot of work with Junior Achievement, a 501(c)3 nonprofit helping communities grow through youth, education, and economic development. Jim been involved in programs that teach kids from 3rd grade to high school about money. He believes that if you can be stable economically, many other things in your life are going to benefit and it helps the whole community and world.
LINKS (for guest)
Larry the bunny saves the Money- book
Tools for parents:
Junior achievement
Mymoney.gov
Khanacademy.org
Moneybrightkids.com
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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 steer clear of these mistakes….this could be the key to your survival.
The 6 financial mistakes that you need to avoid at all costs (seriously, no matter what) are:
- Waiting until you’ve become an expert
- Being too conservative with a long time horizon
- Moving self-directed money into an account + leaving it in cash
- Miscalculating the cost of leaving the workforce
- Leaving the finances solely in your partner’s hands
- Avoiding salary discussions
Listen to this episode as I take a look at each one of these financial mistakes in more detail so that you can better prepare and know how you can avoid them.
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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.
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!
Jim Ludwick, CFP® is a founder of MainStreet Financial Planning, Inc a fee-only, financial planning company, shares his Money story with us today!
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 courses come in!
Our guest today Dr. Sonia Murrey is the founder and CEO of Jump First, a growing digital education platform committed to empowering others to learn, innovate, and execute through various educational programs and mentorship services.
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.
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 priorities that they’re facing, such as enjoying life in the now vs. saving for college vs. upgrading their house vs. building a nest egg for retirement, and so on!
Having had the opportunity in her early 20s to put herself on the right path financially out of necessity sparked her interest in doing the same thing for others. Liz believes that there is a different type of advice for different phases of your life and that’s how is guiding her clients on their financial journeys. Tune into our discussion to learn more.
Connect with Liz on LinkedIn.
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 successful we have in life.
Ready to jumpstart into a new Money Mindset, take this Free 7-day challenge.
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.
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 slightly different approach.
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 finance education platform to help busy moms will help us understand why women treat money differently? What's holding women back from being best at managing finances and how can women use their strength to overcome some of these roadblocks.
For more insights follow Dr. Mary Bell Carlson on Instagram at https://www.instagram.com/chieffinancialmom/
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 families on their terms, will share with us how we too can finally get our Estate and Legacy plans in order and DONE!
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 15 years of experience and a new mom herself, sharing the better way and a more holistic approach to the childcare options maze!
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 own physical body is no different from how well you take care of your finances. Rachel's background as a personal trainer allowed her to bring her coaching style approach into her work with clients in their 30s & 40s. We go into understanding how Rachel's own Money Story has allowed her to relieve herself from having fearful ideas and fearful feelings about money and find love for travel, wineries, and her three fur babies.
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 awesome new money habits.
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 if you are connected to the work you love, you are going to be able to achieve your greatest potential, enabling you to create the career of your life, to live and work with purpose and meaning.
The stock market is acting crazy again, interest rates are going up, inflation talks. What should I do?
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 it under control.
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 but personal life to find a rewarding career that she loves. Where she gets to help her clients in their 50s, 60s & 70s create a Money Roadmap and legacy for their families. Cynthia shares how she gets to have an expensive and fun hobby, such as wine collecting, but yet still lives a frugal life, just like her mother taught her, and avidly volunteering to teach young adults financial literacy.
I'd like to share a story, of how I finally got my own financial house in order and how you can too!
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 relationship, in the midst of all the fun times. Sometimes you forget to talk about that "business" side. So, I wanted to give you all some tips on things you should definitely discuss with your partner prior to beggingining this next phase in your relationship.
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 using this concept for a while. Buckets of Money. There are imaginary buckets. There are not real, but they do help us visualize if we have short-term goals, mid-term goals and long-term goals and how our savings and investment accounts will help achieve them, and how we should be investing them.
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?
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 needs to consider as well as how much do you really need to have, how you calculate the coverage, and what type (term or permanent) might be best suitable for you.
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 that are going to bring you more joy, happiness and success?
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 budgeting in particular. In this conversation, Nick True from www.mappedoutmoney.com, shares with us his DREAM process to make budgeting your new favorite activity.
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 not the other way around". Join me for this interview where we explore the side of Budgeting and Cashflow management and how it can help you reach your goals and dreams.
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. And my theme associated with the word Focus. This coming year I am focused, laser-focused on what is most important!
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 turn into financial goals because they require capital (money). Let's lay out a framework about how you can finally see this for yourself.
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!
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 all walks of life, all kinds of ages and I’ve seen plenty of examples of how couples manage their finances. Let's discuss options that might work better for your situation.
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 documents, and more. It seems like every year, the amount of "stuff" I need to keep grows and grows. As such, I've become a financial organization pro, or at least I'd like to think that! Let's go over how I've set up my system.
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 feels good to start fresh. Doesn't it? Ohhh….wait....you ain't got a filling system for your finances!
Great:) No worries! I’ve been there...let’s get you going.
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 you’ve made. I am a big believer in “What’s measured, can be improved”.
Let’s see where you stand and let’s work on improving your financial life for 2021.
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 & business. Learn true and tried tips & tricks and best practices to feel more in control!
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 about how can we find more time? Is there a strategy to Hack more time? First let’s explore "Why" more time is the key to success in all areas of life, personal, professional, relationships, and business.
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 wrong answer, it’s really what works for you. I like the idea of having a system of where each account I have serves a purpose. Yuri and I love the simplicity approach. Grab my free Money Flow System e-book at www.money-flowsystem.com to start mapping out your own money flow.
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 rate of 2.5% with 0.3% points, upfront, and here is why you too should consider refinancing.
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 better in the new year. One of those aspects should be financial preparedness, especially after the year’s unemployment and economic devastation. As we getting set in 2021 I was thinking about what we can do first to get us started on the right path.
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 and excitement instead of stressing you out. That’s why we all love and hate New Year’s resolutions: They fill us with resolve and determination, but if we don’t stick to their high ideals, they end up feeling like embarrassing failures. The problem with resolutions is that they get the time frames all wrong: They’re about trying to fix something from your past out in your future. Because I really want to make it work for all of us this year, let’s try a different approach this year.
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 to track every year to help grow your wealth.
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 chasing goals and dreams.
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 still feel, how depressed so many people are. In this episode, I talk about where do we finally get this satisfaction if not from material possessions.
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 Unicorn would you like?”
This made me think of you guys! Thank you for being such great friends, clients, colleagues and keeping me on my toes this year. Patience will be rewarded. Just hang in there! 2020 is unlike any year we will keep in our memories.
Wishing you more sleep, and time for yourself in the coming year.
Happy Holidays from a mom of an almost 2-year-old Liam!
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 my top 5 movies you can watch this holiday season that incorporates some important financial lessons.
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 our goals that we've been working so hard for.
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.
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.
I had a discussion recently about what gifts or ideas would make someone feel special without breaking the bank. In today's podcast, I'd like to talk about non-monetary gifts and how these types of gifts require no financial commitment.
Now, let's shift our focus on gift ideas for the variety of different budgets, provided we put our holiday spending plan together. In this episode, I would like to talk about monetary gifts that don’t cost you a fortune.
I never post any kind of bad or sad content because sometimes I think that it might not be helpful, however, on today's podcast I want to share how when days may not seem to go your way, you can always push through and grab life by the horns!
I was listening to a podcast this morning about "hacking success" and I started to wonder if this could be applied to personal finances because you don’t have to reinvent the wheel. In this podcast, I talk about what strategies are out there that you can learn and implement into your daily lives.
Unexpected changes may suddenly throw your life out of balance and it might seem as though things have changed for the worse. In this episode, I talk about taking the time to reflect. If you look below the surface, you may find that the benefits far outweigh the drawbacks.
A Money Mindset is an attitude that you have about your finances. It determines how you make key financial decisions every day and has a big impact on your ability to achieve your goals. For most people, this is the missing piece of the puzzle. In this episode, I discuss what it is and how can you improve your Money Mindset.
It’s never too late to start teaching our children healthy money habits. In this episode, I discuss the importance of not just providing theory and teaching your children about money but showing them how to save, spend, and create wealth with it.
The tricky thing about home improvement is maximizing your return on your investment. You want to spend money that will yield a return when you sell your home, but not overspend way beyond what a buyer would be willing to pay you. So how do you find the sweet spot? Find out in today's money boss podcast!
Year-end tax planning is critical in any year, but this year is important! Working from home has given many couples the opportunity to save thousands of dollars and plow those back into savings plans that will pay off down the road. There are some financially lucrative opportunities to consider, especially when it comes to saving on taxes this year. It’s not too late to make these changes before the end of the year!
The tricky thing about home improvement is maximizing your return on your investment. You want to spend money that will yield a return when you sell your home, but not overspend way beyond what a buyer would be willing to pay you. So how do you find the sweet spot? Find out in today's episode!
Today, we are diving into our clients/listeners questions #askmoneyboss, where I answer the most popular questions I get asked by my clients, friends, and listeners on any personal finance related topics. Question of the day... Where should I save my excess money?
The pandemic has been here for almost 7 months, I’ve heard over and over from clients, friends, and family that because we can’t go anywhere, we are not spending as much money. In this episode, I talk about how we can change our habits and jump-start our savings with the additional money we are accumulating during the pandemic.
Millions around the globe have made a sudden transition to remote work amid the Covid-19 pandemic. Is working from home a new reality that we will be around for a while? Let’s chat it over in this episode.
Today we are diving into our clients/listeners questions #askmoneyboss, where I answer the most popular questions that I get asked by my clients, friends, and listeners on any personal finance related topics. The question of the day is, "am I saving enough in my retirement plan?"
This is a time of uncertainty that has caused a lot of stress on moms, kids, and families in general. In today’s episode, I hope to not only reduce your stress but too also give you some ideas of how to best use your financial resources to pay for childcare.
Today I want to talk about Cost of Nutrition. Krista Moreland, who is a nutritionist coach, was one of the interviews I recorded this week. We spent a whole hour talking about the Cost of Nutrition, not only from the standpoint of dollars we spend when buying our food but also whats costing us in terms of our health.
Today, I'm answering the most popular questions I get asked a lot by my clients, friends and listeners on any personal finance-related topics.
Today, I want to talk about the most difficult thing for me to do which is to have consistent commitment. I am determined with all my energy to do better going forward. I’ve hit a personal wall and I am DONE letting myself down. So commitment is a must! There are no excuses.
After helping thousands of clients with their financial planning, and planning for my own finances as a mother and entrepreneur, has helped me understand how to simply go from debt to freedom. It's easier than you think. The reason you struggle so much often is because you are bogged down by the financial jargon other experts throw at you. To understand how you specifically will escape the rate race and become a true money boss is understanding two things: where you are now and what's waiting for you at the end of your own Money Roadmap.
If you need to create your own money roadmap I actually have a FREE one waiting for you at https://www.mainstreetplanning.com/services/money-roadmap/
Here is the formula I used (learned from Grant Cardone).
Take out a sheet of paper:
- Divide it into 7 columns
- Label each column the following: Income, Wealth, Physical, Spiritual, Familial, Recreational & Professional
- In each column write your current goals. Just as you see them
- Duplicate this exact outline on the new sheet of paper and now in each column write what would your life look like of you 10x everything
- Next, duplicate the same outline and write down what are you going to do to
Give up the bad habits and what you will have to Learn (courses to take, books to read, acquire new skills, etc.) up to achieve your 10x goals - Finally, the most important ingredient (think of it as a glue) for everything to work is “Commitment”. Promise yourself that you will not give up. Promise yourself, that what you said you will do. Yourself no one else.
I am going to work on this with you and let’s check-in 3 months to see how much progress we are making.
In this episode, I talk about the transformation I went through becoming a mother.
Also, the changes my husband and I made financially to adjust to becoming parents.
This episode is one of the first in my #askmoneyboss series. In this episode, I will answer some of my clients frequently asked questions.
In this Money Boss podcast episode, Anna Sergunina, shares her easy-to-understand financial routine formula that you can take with you on any long weekend.
Americans score slightly below average than the rest of the world when it comes to saving. It's not because things are more expensive here necessarily. No, it's because there are simply TOO MANY things we can automate (for better or for worse). You can automate anything from subscribing to a phone bill plan, business newsletter, to even monthly dog food and treats. But have you ever thought of putting your ACTUAL bills on subscription plan?
Putting your bills on subscription is a great way to make sure exactly how much leftover money you have each month for not just eating out but also for you long-term savings. Make sure that you are not only tracking the exact amount of money you have coming in but also going out. After all, financial freedom is simply when your assets are making more money than your expenses cost you. Ensuring you have that extra cash at the end of the month is going to be a massive bonus for you to do just that.
"Pay the price now so you don't have to pay the price later" - Grant Cardone
Be sure to go to www.mainstreet-money.com to track the simple mistakes that could be roadblocks on your path to financial freedom.
We have crazy busy lives, now more than ever with this epidemic. When life gets crazy we sometimes need a break from it all. If you have a family and even multiple jobs though, that break sometimes isn't as easy as it sounds. That's why you need to cut out the "unnecessary stresses" you have with finances.
The first step to "detox" your finances is to give yourself an audit. Simply pull out your credit card statements and track where the most of your money is going. It's okay to treat yourself to a movie or date but these can often be one of the big things people get stressed about is when that is taking out a big chunk of your paycheck. Reduce stress by making sure your money is going to the right places.
Now, let's talk about your subscriptions. If you simply check your subscriptions you'll often find out that you are paying for things you don't really even use. For example, did you know that most households are still paying for cable and landlines even though neither have been used in months or even years. Check in with your credit card statements to make sure you don't have unused subscriptions sucking your savings accounts dry.
Now you're probably asking yourself "Well then what should I unsubscribe from to save my money without sacrificing my joy?" Simply ask yourself what the last time you used the landline, watched Hulu, or used any other of the subscriptions you got a "deal" for when you signed up for that new phone plan.
Guess what a huge problem people have with their finances is? They don't check in with them to see where the BIG risks are. Now, if you've ever been to the doctors you know that they often will not only take your money at the end of the visit but also your time. Worse yet, at the end of the visit you're not even sure how they've helped you more often than not. Today I want to make sure though that I'm not only helping you save money but also save you time.
It doesn't make sense to let a broken bone get worse by not checking in on it, so let's help you get a financial reset as well. First step is, as always, know if you're on the right track. Most of the clients I've helped in the 16 years of being a financial planner always need help in understanding the relationship their balance sheet has between their assets and liabilities. That data can all be found actually at https://www.mint.com/ for those who want the deep technical side of the money going in and out but it may be out of your desire to learn about.
All that matters is trends. If you're adding liabilties like cars, personal loans, and non-growth costs you always need to make sure you're constantly adding up your assets as well. The trends of the economy are going to be things that you don't want to be controlling the trends of your own financial freedom. Recessions and depressions will come and go throughout our lives and we always are able to be prepared for them.
Our financial health check up is something we can do any day of the week. If you need your own financial assessment then be sure to go to https://www.mainstreetplanning.com/services/ and understand
The real "Why" I have for helping others reach their financial goals and become a boss of their own money is because of the immense joy it brings me. Some people's pathway to financial freedom is memorizing all the latest jargon about saving more pennies. That hasn't been the best way I've found to help people strengthen their relationships with money though. I find it's more useful to understand the powerful steps that actually help real people understand where exactly they are on that path.
Now while this is not a "personal development" podcast, it still is a podcast that helps you attain a new level of wealth. That often times only comes from becoming someone who would be able to have that kind of success shown in their bank accounts. It's all about then identifying the components of the goal you need to hit first. Make sure that on your own journey to becoming the boss of your own money that you understand your bad financial habits often stretch into more than just your spending habits.
What is your relationship with the money you have? If it's bad then it's time to take your money for a date. That's right you heard me.
Everyone can get excited about a date but not about money, and that's the problem. If you want to be sure that you and your spouse are on the same page with your finances this is going to be the main thing you have to change. I personally tried talking about money with my husband in all the different ways I could possibly think. We tried over cocktails, on different days of the week, and simply just at different times of the day. What I learned in the end is, for our personal relationship, the best time was Sunday afternoons for us to chat about it. Best thing is, you can even take yourself out for a money date by yourself.
The three things you really need to talk about on these "money dates" is
- Spendings
- Earnings
- Savings
It's important to talk about this more than simply once a month. It may be difficult to talk about your current financial standing with your significant other, or even just yourself, but you'll be improving your relationship together and with money this way. The simple fact that you struggle and are stressed out about money is a huge sign that it's something you need to do. If you don't know how to start the conversation then be sure to grab your FREE money map to help you plan out your mutual financial goal at https://www.mainstreetplanning.com/services/money-roadmap/
It's always good to get away from where you are. It's a manner of goal setting that you need to have something to look forward to at the end of the year, month, or even week. Goals are only accomplished when you understand what's waiting for you on the other side after all and this is especially true for financial goals.
Did you know that less than 5% of the population really have financial goals. Yes people have a dream of where they want to go but they don't map out how they are going to get there. Most people in this world are scared to plan out the exact strategy to financial freedom because they fear they don't have the ability to get there. That's all because they don't understand the real framework of setting financial goals.
Let's say you want to buy yourself a new car, it's important to first remember the time in which you want to buy it and also the increments you need to get there.
I never give any financial advice to my clients or anyone really who doesn't first understand where they are trying to go. If you ask me whether you should put your money into the stock market or real estate I always will first ask "Where are you at currently in your finances and where do you want to go?"
The financial goal framework that you can implement today is:
- Decide
- Write down your deadline (DON'T WRITE IT DOWN)
- What's the dollar cost and how are you going to increase your cash in or decrease your cash out to get there?
- Commit
- Have someone keep you accountable
You can become the boss of your own money and not simply "save up" for retirement but also maximize the amount of joy and freedom you have today through setting actionable and sustainable financial goals. To make sure you have your own financial plan and goals set be sure to grab your FREE money map at https://www.mainstreetplanning.com/services/money-roadmap/
Life isn't all about "saving up for retirement". This is NOT a financial podcast, no it's one to help you become the boss of your money. If you remember before smartphones and iPhones where you had to go online and print out your directions. It was A LOT more difficult and complex than using GPS today. That being said, it's important to realize how your dream financial goal is very similar. You need to not only understand where you currently are, but also where you're going, and how you'll get there.
This is why I create a Money Roadmap for the thousands of families and businesses I've helped get their finances under control. I personally am not the best at budgeting, confessions of a financial planner right here, but that doesn't mean I waste my money. I understand the key principles that go into understanding how to maximize the amount of money that comes in to your bank accounts and stays there as well. We all have guilty pleasures we love to spend our money on like the Starbucks runs and date night movies, those are fine. The key is to make sure they don't become a problem by asking yourself, "Is the amount of money I'm spending on this giving my life fulfillment or is it making me more stressed out in the long run.
Be sure to avoid the 6 common mistakes people make that costs them thousands of dollars in the long-run at https://mainstreet-money.com/free-book
My husband and I made a lifestyle change years ago. We decided to move to San Francisco as my husband wanted step away from the corporate world. It was one of the most rewarding experiences of not only my life. It was also an amazing experience for my marriage, though it wasn't like that all the time.
This new journey my husband I agreed to go into together began to put a strain on our relationship over one of the most common topics in a relationship: finances. It's an amazing thing what stress can do to you, especially in a very stressful time, but stress over your finances is something you can easily avoid by understanding the financial standing you want to have in your life. I'm not talking about the hopes everyone of us has of one day having the dream cars, dream home, and dream vacations here though. No, I'm talking about the awareness of the journey to get there and the role you have on your way to get there.
As entrepreneurs Yuri and I knew we were taking a fairly high risk yet high reward journey to make our living. This made our future have a lot of potential but our current state have a lack of security more often than not. Checks always came in but they weren't always consistent from month to month and so our income wasn't stable either. This made me finally realize the importance of what I helped people to be able to achieve because this was my chance to prove that what I helped people to do was a proven system to avoid the common pitfalls people make on their financial journeys.
I sat down and looked at several key components of my current financial situation. First I looked at my expenses, I wasn't too keen on going into more debt than was manageable so I didn't want to risk my expenses to overwhelm me at the end of the month. Next, I made sure I understood the long-term goals I wanted to hit were taken out of the income I had at the end of each month. After all, you can't buy any investments or even toys if you're blowing that money on your daily Starbucks trips. Lastly, I made sure I had the conversation and agreement with my husband about the plan I made.
There is a path we all can take to financial freedom and it's one we take our spouses, kids, and even business team on with us. It's crucial to have those conversations with those around us and find common ground. You can buy the amazing memory-inspiring trips and toys obviously, it's just about making sure they're not the reason your life becomes more difficult.
Don't forget to go to https://www.mainstreetplanning.com/services/money-roadmap/ to get your FREE money roadmap so that you can become the boss of your money and finally get your cashflow under your control.
I am so excited for you to start on this journey with me to becoming the boss of your own money, what most people call financial freedom. It's been 16 years since I started my journey as a financial planner and now I have a son to go along with that journey of not only helping others attain financial freedom but also in helping my family maintain it. This is one of the main parts of the journey I love to share with everyone on their way to not being bogged down by the stress of money in their lives.
Over the past 16 years of helping families and small businesses build a "money roadmap" I've been able to reflect back to how I started my whole journey into finances. I've always loved money firstly, it's a constantly changing mystery and has always peaked my interest. It actually took me away from becoming a doctor when I was in college.
With finances I could help people a lot faster than 5-7 more years of schooling (not to mention I'd save a lot more of my own finances by doing so). It was this focus of helping people that really directed my attention and energy. I live by the motto of your focus determines your priority. For example, if you focus too much on the complicated pieces and parts of finances you'll most likely be incredibly confused.
As a mother, father, spouse, or even just small business owner we can't afford to not have our focus on things that don't help us have the life we deserve. You don't need to spend multiple hours each day on the latest financial jargon, you just need to manage your focus.
What you need to focus on is your money flow, financial confidence, and financial clarity. I have helped thousands of clients attain this exact thing with our money roadmap which you can get at https://www.mainstreetplanning.com/services/money-roadmap/
You have a lot of milestones to hit along the way to being the boss of your own money so make sure you know the roadmap to get there.