Money Boss

Finding the right childcare option is one of the biggest decisions parents face. Whether you're juggling a career, running a business, or navigating a life transition, ensuring your child receives quality care is a top priority. But how do you know what's best for your family—hiring a nanny, enrolling in daycare, or exploring other alternatives?In this episode of the Money Boss Parent Podcast, I sit down with Brynn Ungerleider, a seasoned childcare expert with over 20 years of experience in childcare, household management, and nanny placement. Brynn shares her insider knowledge on how to choose the right childcare, the costs involved, and how her agency helps parents find trusted, high-quality nannies.If you're stuck at trying to decide between daycare, hiring a nanny, or exploring part-time options, this episode will help you make an informed decision that fits your family's needs and childcare budget.Anna's Takeaways:Choosing the Right Child Care Option (00:00)Bryn's Career Journey and Industry Insights (02:37)Common Child Care Options and Their Benefits (05:53)Cost Considerations and Financial Planning (11:06)Vetting and Hiring Process for Nannies (13:05)Part-Time Nannies and Nanny Shares (36:15)Transportation and Employment Setup (36:30)Benefits and Compensation for Nannies (38:29)Household Managers and Their Role (41:20)Au Pairs and Live-In Nannies (44:37)About Brynn UngerleiderI began babysitting to afford CDs, but it quickly grew into a 20+ year career in nannying and household management. I discovered that nannying goes beyond care; it's about enriching lives, coaching children, and supporting families through life's ups and downs. My purpose has always been helping others, from my first babysitting gig to working with families nationwide. With over two decades of experience, I started this agency to support career-driven mothers or those navigating divorce. Someday, I hope the love and support I've given will come full circle when I juggle my own motherhood and career.Rate, Review, & Follow on Apple PodcastsMoney 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:WebsiteLinkedIn

In this week's episode, I'm sharing some reflections on self-care, a topic that's been on my mind as I care for my newborn, Alice. I've been re-evaluating lately how I make time for myself, and I want to encourage you to do the same.With International Women's Day around the corner, this is the perfect opportunity to focus on how we, as women and parents, can prioritize self-care in a way that is sustainable and empowering. But self-care isn't just about pampering—it's about ensuring our mental, emotional, and financial well-being are taken care of.Anna's Takeaways:Self-Care and Maternity Leave (00:00)Defining Self-Care (04:09)Budgeting for Self-Care (08:05)Maximizing Time for Self-Care (11:48)Resources for Enhancing Self-Care (16:56)Books and Journals for Self-Care (21:43)Local Workshops and Events (24:49)Rate, Review, & Follow on Apple PodcastsMoney 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.

Today, we're diving into a topic that every parent can relate to: managing the overwhelming number of photos and videos we take of our kids and lives. With more than 1.8 trillion photos snapped worldwide every year, it's easy to feel buried in digital (and physical) memories. That's why I'm thrilled to have Cathi Nelson, founder of The Photo Managers and author of Photo Organizing Made Easy, join us.In this week's episode, Cathi shares her expert strategies for organizing photo libraries—both digital and analog. From simple ways to declutter your digital albums to meaningful projects like creating family yearbooks or kids' ABC photo books, Cathi's advice will inspire you to preserve your memories in ways that are enjoyable and stress-free. Whether you're overwhelmed by photos on your phone, curious about how to digitize old family albums, or looking for ways to engage your kids with family memories, this episode is packed with practical tips and inspiration to get started today.Anna's Takeaways:Introduction to Photo Management and Cathi Nelson (00:00)The Importance of Photos and Storytelling (04:33)Organizing Digital and Analog Photos (07:09)Practical Tips for Organizing Photos (19:35)Privacy and Security of Photos (19:49)Professional Photo Management Services (21:19)Digital Footprint and Legacy Planning (22:02)About guestCathi Nelson transformed her hobby of organizing photos for family and friends into a full-time business in 2009. Soon, she was helping others learn how to become professional photo organizers, eventually creating an association for photo organizers in 2011. Today, The Photo Managers boasts over 700 members worldwide, ranging from part-timers to those enjoying a second-act career to some six and even seven-figure businesses. The Photo Managers offers courses for hobbyists, a Certification program for professional photo managers, and assistance to companies in creating backups and workflows for their images. Cathi is the author of two books, Photo Organizing Made Easy: Going from Overwhelmed to Overjoyed,and ​​A Business Roadmap for Professional Photo Organizers. Discover more at: https://thephotomanagers.com/Rate, Review, & Follow on Apple PodcastsMoney 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?)

Today, we're tackling an issue that hits home for so many of you feeling overwhelmed by endless to do lists, emails and the constant juggling act between work and family.Joining us as Leslie Shreve, founder and CEO of Productive Day® and creator of Taskology: The Science of Getting Things Done. Leslie has helped professionals across 30+ countries reclaim their time, reduce stress, and boost efficiency—often increasing productivity by more than 300%!Listen in as Leslie shares actionable strategies to help you reclaim your workday and find more balance between your professional and personal life. Whether you're an entrepreneur, a busy professional, or just feeling overwhelmed by the demands of parenting, this episode is packed with insights to help you get more done in less time while reducing your stress.Tune in to learn how to lighten your mental load and start making meaningful changes today!Anna's Takeaways:Leslie's Motivation and Initial Thoughts (01:34)Challenges of Modern Work and Productivity Tools (02:08)The Role of Tools and Methodologies (08:56)Defining and Prioritizing Tasks (11:16)Balancing Work and Personal Life (26:57)Implementing Taskology (27:10)Managing Email and Information Overload (36:51)Applying Taskology to Personal Life (43:56)About Guest:Leslie Shreve, Founder and CEO of Productive Day®, is a workload management and productivity expert who created Taskology® The Science of Getting Things Done, a comprehensive system for managing tasks, time, email, and information. Since 2003, she has helped hundreds of professionals across more than 30 industries increase efficiency by up to 300%, reclaim 1-2 hours in their workday, and reduce time spent in their email inbox by up to 50%. Leslie has been interviewed on television, radio, and podcasts, and her advice has been featured or quoted in the Baltimore Business Journal, SmartCEO Magazine, Fast Company, the Huffington Post, The Globe and Mail, Business Management Daily, and in several books. Leslie also published her first book in 2016 called, Taskology: How to Unleash the Power of Your Most Productive Workday.Rate, Review, & Follow on Apple PodcastsMoney 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.linkedin.com/in/leslieshreve/

In this rerun, we dive into the mechanics of turning your 2025 goals into real, tangible achievements.We explore tried-and-true tools and methods that have helped countless clients (and ourselves) stay on track, while also breaking down how to maintain consistent financial discipline. Whether you're starting fresh, aiming for greater stability, or refining your current approach, this episode is packed with insights to support your financial growth in 2025.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 PodcastsMoney 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 episodeDavid Bach's Finish Quick Smart Systems: https://davidbach.com/wp-content/uploads/2016/04/FinishRich_Compressed.pdfBook - How to Change - Katy MilkmanBook - Automic Habits -James ClearFREE 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.comhttps://www.instagram.com/mainstreet_money/

As we dive into a brand new year, it's the perfect time to revisit the essentials of building healthy financial habits. In this rerun, we explore how setting SMART goals and making small, intentional changes can lead to lasting financial success.Whether you're refining your goals or taking the first steps on your financial journey, this episode is full of actionable insights to help you gain clarity and make meaningful progress. Let's set the stage for a prosperous 2025 by embracing practical strategies that truly work.Remember: It's never too late to begin making positive changes—let's do this together!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 PodcastsMoney 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 episodeDavid Bach's Finish Quick Smart Systems: https://davidbach.com/wp-content/uploads/2016/04/FinishRich_Compressed.pdfBook - How to Change - Katy MilkmanBook - Automic Habits -James ClearFREE 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.comhttps://www.instagram.com/mainstreet_money/

As we look ahead to a new year, we're bringing back a timeless favorite that's perfect for parents who want to set their children up for lifelong financial success. Originally aired during the holiday season, this episode explores meaningful ways to give gifts that last far beyond the wrapping paper.We dive into the power of gifting investments like stocks or bonds, not just as financial assets but as tools to introduce children to the exciting world of investing. It's a thoughtful way to provide for today while paving the way for a brighter tomorrow.Anna's Takeaways:-Gift 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/UGMARate, Review, and follow on Apple PodcastsMoney 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

Welcome back to the Money Boss Parent Podcast! With the holidays just around the corner, it's easy to let financial planning take a backseat, but this time of year offers the perfect opportunity to set yourself up for success. Today, I want to share a few year-end money goals I'm personally working on, in hopes that they'll inspire you to take intentional steps toward your financial health. From refreshing our estate plan to prioritizing wellness, my focus is on aligning money with life's bigger picture.Although this is the perfect time to think about end-of-year tax planning and financial wellness investing in your health is also important—because wellness is wealth. It's all part of a bigger mindset: taking care of your finances and yourself so you can step into the new year with confidence. Anna's Takeaways:Year-End Money Goals Introduction (00:00)Estate Plan Update and One-Page Estate Plan Summary (01:08)Travel Budget and Family Trip Planning (02:48)Holiday Shopping and Tax Planning (05:16)Health and Wellness Focus (07:43)Year-End Money Management Strategies (10:21)529 College Savings Accounts and Deductible Bills (17:04)Rate, Review, & Follow on Apple PodcastsMoney 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.FREE DOWNLOAD: "How to Get Your Money in Order as a New Parent" Take the first step toward becoming a money boss for your family with this essential guide to adapting to your new financial reality.

Today we're diving into managing financial risk to build a secure future. Joining me is Amanda Neely, Certified Financial Planner™ and CEO of Wealth Wisdom Financial, who specializes in helping families navigate financial planning with practical strategies that minimize unnecessary risk.Amanda shares her inspiring journey from seeing her parents fight about finances as a middle-schooler to building her own business and becoming a trusted advisor. We explore key topics like understanding risk, debunking myths like "no risk, no reward," and using tools like her "Five Smooth Stones" journal to set goals, track progress, and create financial stability. Whether you're balancing your budget or planning for long-term wealth, this episode is packed with actionable insights!Anna's Takeaways:Journey into financial planning (01:23) Impact of the pandemic on business and financial planning (07:29)Defining and managing financial risk (11:57)Examples of financial risk and mitigation strategies (15:00)The role of financial goals and practical tips (20:11)The importance of financial planning for families (27:10)About Amanda Neely:Amanda Neely is a CFP® (CERTIFIED FINANCIAL PLANNER™) professional and CEO of Wealth Wisdom Financial. She makes financial planning more accessible through podcasting and through developing personalized financial strategies for individuals and couples, as well as profitability strategies for small businesses. She works virtually to help every day Americans all over the United States to create smart, stable financial futures. Rate, Review, & Follow on Apple PodcastsMoney 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.FREE DOWNLOAD: "How to Get Your Money in Order as a New Parent" Take the first step toward becoming a money boss for your family with this essential guide to adapting to your new financial reality.Guest Websites:https://www.linkedin.com/company/wealth-wisdom-financial/https://www.wealthwisdomfp.com/shop - Use the code "moneyboss" for $10 off our journal

Exciting news—I'm expecting baby #2! In this episode, I'm sharing the key financial steps to take before and after welcoming a new baby. Drawing from my experience with my first child, I'll cover how to evaluate how much time off you can afford, adjust your budget for a growing family, ensure proper medical and life insurance coverage, and plan for new expenses like child care and education savings. I'll also discuss updating health insurance, reviewing estate planning documents, and setting up education savings for your little one's future. These steps can help you feel prepared and reduce financial stress during this exciting life change. As I prepare for my baby's arrival, I'll be taking some time off and sharing some of my best episodes for holiday listening. Fresh episodes will resume in early 2025—stay tuned! If you find this episode helpful, share it with a parent or parent-to-be, and let's build strong financial foundations together.Anna's Takeaways:Pregnancy Announcement (00:00)Financial Planning Before the Baby Arrives (02:55)Enjoying the Newborn Phase and Long-Term Planning (09:23)Navigating the Holiday Season and Family Dynamics (10:00)Rate, Review, & Follow on Apple PodcastsMoney 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.FREE DOWNLOAD: "How to Get Your Money in Order as a New Parent" Take the first step toward becoming a money boss for your family with this essential guide to adapting to your new financial reality.

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.Rate, Review, & Follow on Apple PodcastsMoney 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:Instagram: https://www.instagram.com/renegade.motherhoodWebsite: https://www.renegademotherhoodlife.com/collectivehttps://www.renegademotherhoodlife.com/collectivePersonal 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.Rate, Review, & Follow on Apple PodcastsMoney 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/@tessbrighamtherapistcoach1794Facebook:

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)Rate, Review, & Follow on Apple PodcastsMoney 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 episodeFREE 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 guestCoach 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 PodcastsMoney 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 Facebookcoachjordanna.ca on the webThe Vault Resourceshttps://view.flodesk.com/pages/649efe355fbda70a14000fd4https://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)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?

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 PodcastsMoney 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 websitehttps://www.autumnswain.com/Book: The Playground Leader: Life-Changing ABC's for the Whole Family: https://amzn.to/3AYEG9aPodcast: 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)Long-Term Investment Strategies for HSAs (20:44)Rate, Review, & Follow on Apple PodcastsMoney 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-hsaLively - 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 PodcastsMoney 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 episodeFREE 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 websiteFree 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)Reviewing and Adjusting Investment Allocations (18:35)Rate, Review, & Follow on Apple PodcastsMoney 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 ArticlePrevious 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 lifestyleRate, Review, & Follow on Apple PodcastsMoney 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-LargeEmail: alarge@lenoxadvisors.comLinkedIn:

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 PodcastsMoney 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 Passion1. 191: How to Live a Life Without Goals with Derek Hagen2. 193: Finding Your Passion and Achieving Financial Freedom with Hugh Zaretski3. 208: How To Achieve Balanced Lifestyle For Overall Health with Dr. Bryana Gregory4. 209: Nurturing Healthy Habits in Children: Empowering Families for Well-being with Alicia Mazari5. 235: Saving Smarter With Anne Lester Kids & Money1. 198: Legacy Series: Should You...

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)Final Thoughts and Invitation to Join the Financial Marathon (45:50)Rate, Review, & Follow on Apple PodcastsMoney 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)Allowance, Setting Goals & Money Jars (15:07)Rate, Review, & Follow on Apple PodcastsMoney 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/3Ak8GfEKids Wallets - https://amzn.to/3AobiZN3 Jars - https://amzn.to/3M2aVH5Kid's Monopoly Game - https://amzn.to/4dEYyfNFREE 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 NicholsonJoel 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. Rate, Review, & Follow on Apple PodcastsMoney 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 episodeFREE 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:

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 PodcastsMoney 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 SharmaAs 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 PodcastsMoney 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 episodeFREE 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/nourishdocInstagram: www.instagram.com/nourish_docYouTube: https://www.youtube.com/@nourishdoc LinkedIn: https://www.linkedin.com/company/nourishdoc/Website: http://www.nourishdoc.com—-APP is coming out in mid JunePersonal 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)Rate, Review, & Follow on Apple PodcastsMoney 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)

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 is a 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 PodcastsMoney 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 kidshttps://www.facebook.com/collegefinancialladyhttps://www.linkedin.com/in/ann-garcia-cfp/

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)Rate, Review, & Follow on Apple PodcastsMoney 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 PodcastsMoney 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 PodcastsMoney 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 Salaryhttps://www.facebook.com/mentorogrouphttps://www.instagram.com/mentorogroup/https://twitter.com/mentorogrouphttps://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 PodcastsMoney 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 MoneyEventBriteMeal LimeCare.comTrip AdvisorBusy ToddlerAll RecipesKids Eat In ColorBaby FoodeNext DoorMoney CrashersHoney For DiscountsNerdwallet's Guide to Budgeting For Summer ActivitiesBudget 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 PodcastsMoney 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 PodcastsMoney 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, CFP207 -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 retirementRate, Review, & Follow on Apple PodcastsMoney 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-DvhKT2EaPFdncLy39LIQLinkedIn: https://www.linkedin.com/in/marklakegrowth/Twitter:https://twitter.com/LakeGrowthFacebook: https://www.facebook.com/lakegrowthInstagram:

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 PodcastsMoney 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 PodcastsMoney 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 PodcastsMoney 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.coWebsite: 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 towards 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 towards making informed, impactful decisions for a brighter financial future.Anna's Takeaways:Intro (00:00)Budgeting Apps + Financial Planning Consultations (01:52)Financial Planners + Their Payment Structures (06:18)Investing In Educational Resources + Legal Documents For Parents (08:38)Term Life Insurance + Its Importance (13:26)Rate, Review, & Follow on Apple PodcastsMoney 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.Rate, Review, & Follow on Apple PodcastsMoney 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.threadsworldwideInstagram: @threadsworldwideWebsite: 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:1. Revisit your resolutions2. Clean your financial 'junk drawer3. Invest in high-yield savings4. Review insurance policies5. Clean up your budget6. Get rid of unwanted subscriptions7. Book your 2025 vacation in 2024Rate, Review, & Follow on Apple PodcastsMoney 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.Rate, Review, & Follow on Apple PodcastsMoney 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 Chapters of the new book “6 % life”Facebook Page - https://www.facebook.com/thetaxgoddessInstagram Page - https://www.instagram.com/thetaxgoddess/Twitter - https://twitter.com/TaxGoddessLinkedin - https://www.linkedin.com/in/taxgoddess/Website -

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.Rate, Review, & Follow on Apple PodcastsMoney 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-guideWeb Site to learn more:

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)Rate, Review, & Follow on Apple PodcastsMoney 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 mentionedOld 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 KaramAudra, 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.Rate, Review, & Follow on Apple PodcastsMoney 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.clubWebsite to learn more: BlackBeltBruce.comBlack 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:

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 CatesElizabeth 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 PodcastsMoney 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 BashNew Book: #BudgetBash: A Guide to Planning Children's Parties on a Budget Guest...

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.Rate, Review, & Follow on Apple PodcastsMoney 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 MoneyGuest 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 successWhat I am doing and the tools I am using to fuel myBodyMindSoulRate, Review, & Follow on Apple PodcastsMoney 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 mentionedFinancial Planning - mainstreetplanning.comFitness Apps: Nike Running Club and 7 Minute WorkoutGood Housekeeping-Mediterranean DietOura ring- monitoring daily activity levels, tracking workouts, and measuring progress toward fitness goals.Daily journaling- using 5-minute reflection Jenna Kutcher's journalTime 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 PodcastsMoney 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 episodeFREE 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 PodcastsMoney 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 episodeDavid Bach's Finish Quick Smart Systems: https://davidbach.com/wp-content/uploads/2016/04/FinishRich_Compressed.pdfBook - How to Change - Katy MilkmanBook - Automic Habits -James ClearFREE 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.comhttps://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 PodcastsMoney 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 episodeDavid Bach's Finish Quick Smart Systems: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://davidbach.com/wp-content/uploads/2016/04/FinishRich_Compressed.pdfBook - How to Change - Katy MilkmanBook - Automic Habits -James ClearFREE 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.comhttps://www.instagram.com/mainstreet_money/