Anna Sergunina - Podcast Details

Shows

Money Boss Parent#231 - Conscious Fashion & Living with Angela from Threads WorldwideWelcome 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...2024-04-0339 min

Money Boss Parent#228 - Navigating Bay Area Real Estate in 2024 with Anna FineToday 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. 2024-03-1332 min

Money Boss ParentWelcome to the Money Boss Parent Podcast | TrailerWelcome to the Money Boss Parent Podcast, where I'm your host, Anna Sergunina. As a Certified Financial Planner, devoted mom, savvy business owner, and loving wife, I bring you two decades of financial expertise combined with the joys and challenges of parenthood.Join me on this journey as we explore the intersection of money and motherhood. From budgeting to investments, we'll have candid conversations that help you master your financial journey.I started this podcast because, like you, I understand the complexities of raising a family while managing finances. My vision is simple: to empower...2023-09-0703 min

Money Boss Parent#195: Embracing Flexible Work Schedules with Engineering Principles and Psychology With Wendy CockeIn this episode, we challenge the conventional definition of success and explore the concept of defining success on our own terms. My guest today is Wendy Cocke, a highly accomplished engineer and author of the bestselling book "Making Flex Work: Defining Success on Your Own Terms."With her extensive experience leading global teams in Fortune 500 companies, Wendy recognized the importance of work-life balance, particularly as a working mom. She made a pivotal decision to pursue a flexible work arrangement, and it transformed everything.Join us as Wendy shares invaluable insights on reframing your professional life...2023-07-1923 min

Money Boss Parent#194: Life & Money Lessons from Mom: Thrifty Living, Resilience, and GenerosityIn today's heartfelt discussion, we'll delve into the valuable money and life lessons I learned from an extraordinary woman – my mom. Join me as we explore the wisdom she shared about frugality, self-sufficiency, resilience, and generosity.Let's dive in and uncover the timeless lessons my mom imparted to me.Anna's Takeaways:Lesson #1:Being Creative With Money (01:54)Frugality As A Way Of Life (03:43)Lesson #2Figure It Out For Yourself (07:33)Lesson #3Big Family (09:15)Lesson #4The Value of Hard Work (10:51)...2023-07-1221 min

Money Boss Parent#193: Finding Your Passion and Achieving Financial FreedomFinding your passion and achieving financial freedom sounds ideal but how can we make that happen?Today we're exploring how real estate investment can be a supportive vehicle for your journey to your passion with highly successful real estate investor, entrepreneur, and bestselling author, Hugh Zaretsky.Brace yourself for a transformative conversation that will ignite your inner drive and guide you towards a path of fulfillment and prosperity, creating a future filled with passion and financial freedom.Anna's Takeaways:Passion Doesn’t Have To Make You Money (8:50)How To Invest In Real Es...2023-07-0736 min

Money Boss Parent#192: Navigating the Debt Ceiling: Strengthening Your Financial ResilienceI want to empower you to make informed financial decisions by exploring the timely and important topic of navigating the Debt Ceiling and its potential impact on your personal finances. Discussions surrounding the debt ceiling can create uncertainties, but it's essential to approach this issue with a level-headed perspective. Together, we will dive into insights and practical strategies to help you strengthen your financial resilience in the face of potential market volatility. Join me as we explore the debt ceiling, discuss financial preparedness, and uncover actionable steps to mitigate risks. Let's get started.Anna's Takeaways:1...2023-05-2609 min

Money Boss Parent#191: How to Live a Life Without Goals with Derek HagenOur society often places a heavy emphasis on achieving, setting targets, and constantly expanding. But is it possible to find fulfillment and contentment without chasing constantly after goals?Today, we have the privilege of speaking with Derek Hagen, a financial therapist who specializes in helping individuals understand the role of money in their lives while guiding them towards a more meaningful existence.In this discussion, we examine how our fixation on goals can distract us from being present in the moment; we explore the reasons humans set goals and how it may just be a...2023-05-1738 min

Money Boss Parent#190: How to get into Your Target College and Graduate Debt-Free with Shellee HowardIn this episode, we talk to Shellee Howard, a certified education consultant who has helped families send their children to college debt-free. With the average federal student loan debt balance in 2023 expected to be $37,000, Shellee shares practical steps on how to secure scholarships and avoid the burden of student loans.We discuss the best time to start exploring scholarships for education and how to find free money for college.She emphasizes the importance of early planning and the need to research multiple sources of funding. Whether you're a parent, student or educator, this episode is...2023-05-1032 min

Money Boss Parent#188: Career Coaching for Young Adults with Beth Hendler GruntToday's episode is all about helping your child launch into a successful career after college. My guest today is Beth Hendler Grunt, a recognized thought leader in the college-to-career space, and author of the book "The Next Great Step".Beth has extensive experience consulting with startups to Fortune 500 firms, and she leverages her expertise to help college students succeed when they graduate. In this episode, Beth offers practical steps and guidance to help parents approach their children with this topic and empower them as they navigate this next phase of their lives.Join u...2023-04-2625 min

Money Boss Parent#187: Financial Life OrganizerNot everyone is a master at staying organized. What if I told you that there's a tool that can keep all of your important financial information in one place? A tool that you can easily share with those who need access, and find the information yourself whenever you need it. I call this tool a financial life organizer, and it can be the saving grace you didn't know you needed. No more searching through piles of paper or scrolling through multiple apps – with a financial life organizer, you can keep everything in order and at your...2023-04-1917 min

Money Boss Parent#186: How to Talk to Your Parents About Their Finances with Debra JacobsLet's face it, talking about money can be tough, but talking to your parents about their finances can feel downright impossible. As we grow older, we begin to worry about our parents' financial security and how we can support them in the future. That's where financial coach Debra Jacobs comes in! In today's interview, we'll dive into practical solutions and steps to make starting this conversation a little easier. Debra will share tips on what to say, how to approach the conversation, and even how to bring in other financial professionals if needed. We...2023-04-1240 min

Money Boss Parent#185: How and Where to Keep my Cash StashIn light of recent events with Silicon Valley Bank, many people are concerned about protecting their hard-earned cash. While many of us are already familiar with the basics of protecting our funds, it's always a good idea to review these steps periodically. And if you're looking for ways to spread out your cash stash and increase protection, there are some smart alternatives to consider. So don't worry, I've got you covered with some great ideas to keep your money safe and secure. Anna's Takeaways:Stay Within The Limits (4:10)I...2023-04-0722 min

Money Boss Parent#184: Financial Self-CareToday I am taking a closer look at the importance of financial self care. Money impacts our overall well-being, and unfortunately this crucial topic is often overlooked when it comes to our health. Recently I spoke on finances at a wellness event in LA, where women from all walks of life came together for a day dedicated to health and wellness. Connecting with so many women who were eager to better themselves, no matter what area of life they were looking to improve in, was truly inspiring. Join me today as we explore why...2023-03-3117 min

Money Boss Parent#183: Business, Investing & Prenups with Nanxi LiuLet's face it, society puts a lot of pressure on us to follow a certain timeline - go to school, build a career, get married, and start a family. But what if we want to prioritize our professional goals before starting a family? This week I had the pleasure of chatting with Nanxi Lui about her experience with this and the topic that many couples find uncomfortable - prenups. As two successful entrepreneurs, Nanxi and her significant other recognized the importance of having these tough conversations and laying a solid foundation for their financial future together. ...2023-03-2446 min

Money Boss Parent#182: Have It All Without Doing It All With Ashley Quinto PowellIs it possible to balance an exhilarating career and family life without being overwhelmed? My guest Ashley Quinta Powell, productivity wizard, CEO & founder of my VA Rocks joins me to discuss how she ran three companies with a staff of 20+, and still managed to write a book, spend quality time with her family and coach peewee basketball - no small feat! If you're ready to have it all without doing it all in 2023, this episode is for you!Anna's Takeaways:The Importance Of Delegating (4:31)Starting A Family (11:35)Are...2023-03-0335 min

Money Boss Parent#181: Money Story with Katherine Edwards, CFP®Meet Katherine Edwards, CFP®. Everyone's journey with money is unique, and the insights we can gain by exploring our individual stories can be incredibly valuable. Understanding how past experiences have shaped us into who we are now - and why that affects our financial decisions today - offers a deep level of richness to the conversation. It also highlights just what an important role professional advisors like Certified Financial Planners play in supporting people on their personal finance journeys. After all, having high-quality guidance helps ensure smart choices when it comes down to handling your finances. To...2023-02-2431 min

Money Boss Parent#180: Personal & Career Goals Setting with Jill WrightHave you like me had too many broken resolutions? Do your busy commitments always take priority over personal time and goals for yourself? Achieving balance between work, family, and self can seem impossible sometimes - but it doesn't have to be! My guest Jill Wright, mompreneur turned life coach specializes in helping moms reclaim their connection with themselves so they can find joy amidst hectic lives!Reclaim time for yourself and build joy back into your everyday living with today's episode.Anna's Takeaways:How Do You Focus On...2023-02-0843 min

Money Boss Parent#179: My 40th Birthday WishI am turning 40 this month... it's a very exciting milestone with lots to think about. Because of this I wanted to talk to you about new year's resolutions. I find that setting them somewhat loses its power over us by the time end of January rolls around. So this year, I decided to try something different, yet still very intentional -- picking an area or topic and summarizing it in one word, to help me stay focused throughout the year and ongoing. My word is "wellness." With thi...2023-02-0315 min

Money Boss Parent#178: 5 Year End Tax MovesI know that December can be busy with all the holiday events, and things that we're spending our time and money on. However, I think you all would agree that it is better to have more money in your pocket, than in someone else's, and by someone else I mean the government. To help you hold onto more of your money today I am sharing ideas that you can strategically plan and execute, even though there's only a few weeks left in this calendar year. Anna's Key Takeaways:...2022-12-2116 min

Money Boss Parent#177: Money Story with Jennifer BushI love learning about people’s money stories because it’s fun to hear how they talk about money, and also learn about what they feel they can do better in the future. Today, I am joined by a fellow financial expert and colleague, Jennifer Bush to talk about her money story and how she goes about working with money not only in her client's lives but her own personal one as well.Money is always a big topic but it doesn't necessarily require that you become a professional to understand it, plan fo...2022-12-0734 min

Money Boss Parent#176: How to Spot Financial “Red Flags” in a Marriage With Tracy CoenenOver the years I've heard many clients say, "I don't do finances, my spouse takes care of it" and that always concerns me. You don't need to be going through a divorce right now or even anticipated in order to have some understanding of what's going on with your finances. Not only in case there's an emergency, but it also helps you to spot the red flags in the relationship or marriage. My guest today is Tracy Coenen, who has been investigating fraud for more than 25 years. As a forensic accountant she helps people in the process o...2022-11-3034 min

Money Boss Parent#175: Year End Money Goals With the holiday season right around the corner I want to chat about year end money goals. At this time of year the focus on money and how we plan for it is kind of be deviated from for all of us and that's okay. I'm not here to wag my finger at you and tell you how wrong you are. But rather I wanted to share with you a few things that I am working on personally for the rest of the year. Money management is not just about saving, spending and investing. It includes other pa...2022-11-2313 min

Money Boss Parent#164: Life TransitionsIt's been a while and I'm excited to be back. I didn't even realize how much time flew during this last month and a half.Over these past weeks I thought and learned a lot about life transitions and how we approach them as they come our way. How do we go through them to where they ultimately yield the best possible results and make us happy? It’s hard in the moment sometimes, but taking one step or one day at a time is the best way to move through.Here are some...2022-05-0415 min

Money Boss Parent#163: How to Create a Home That Truly Reflects Who You Are with Sasha MorozovI know you want it all. You want success at work, the perfect house, and of course, the perfect family and the money to afford this dream. Then reality hits and things don't go according to plan. But imagine being a mom, that other moms are talking about, and asking, “How does she do it all? How does she have it all?” Imagine things getting taken care of, without having to ask more than once. Imagine letting your true self shine and inspiring others while living in a home...2022-03-0839 min

Money Boss Parent#162: How to Prevent Overbuying Items For Your Pantry | With Stetson Sundin & Margaret Sundin-McCannI bet you’ve done this before. You get to the grocery store only to realize that you have forgotten to make a list. You grab the cart and head down the isles anyway grabbing what you think you need, what looks good and maybe even things because you are hungry. Only to find yourself later on throwing away food items that you didn’t end up using. You feel bad about all the waste but have you ever stopped to wonder how much money that waste actually equates to? Join me and my...2022-02-2652 min

Money Boss Parent#161: 7 Ways to Leave a Legacy That Are Completely FreeMany people wrongly believe that leaving a “legacy” behind after their passing is something only the very wealthy can do. But a legacy is more than being a prominent donor to a museum or having a wing named after you at a university; a legacy can simply be the things by which your family remembers you. Today on the Money Boss Podcast I am sharing a few free and low-cost ways that you can do to provide memories that your family will cherish for their lifetime after you are gone. IN...2022-02-1616 min

Money Boss Parent#160: How Busy Parents Can Plan Their Food with Mia MoranWe all have heard numerous times how good it is, not only for the wallet but also for our health to plan our meals ahead of time. My guest today is Mia Moran and she not only created a system for this process but teaches others how to do it themselves. She is the author of the “Plan Simple Meals” book and creator of the “Flow Planner”. A planner which is unlike any other planner you've seen before. She wrote her book because she wanted to help busy parents who struggled to make their...2022-02-0950 min

Money Boss Parent#159: How to Get Time Back at Home and Business with Stephanie BlakeDo you ever have days that go by so fast that when you look back at the end of the day, you think to yourself, where did the time go? …and how will I ever accomplish all of these things that are still hanging out on my to-do list?This incomplete feeling at the end of the day is something we all feel from time to time. Our society has been taken over by the “I am busy phenomenon”. But regardless of how many hours you work in a day, not all the tim...2022-02-0244 min

Money Boss Parent#157: Don’t Miss This Road: Financial Independence - Overcoming Procrastination with Jim LudwickFor almost 20 years my guest, colleague and friend Jim Ludwick has given clients personal financial advice through the company I now own; MainStreet. As he moves towards retirement, Jim has decided to venture into the world of coaching to help people who are procrastinating in their financial decisions move ahead. To share his knowledge with the world Jim has written a book, entitled “Don’t Miss This Road: Financial Independence - Overcoming Procrastination” to help readers “get off the fence” and implement the decisions they should be making.Like Jim’s clients we h...2022-01-1233 min

Money Boss Parent#156: Guilt, Shame and Disappointment are OptionalWelcome back to the Money Boss Podcast. I hope you had a great holiday season. I'm back and ready to tackle 2022. Today I want to share with you a little bit of a twist to the usual traditional January conversation about goal setting and New Year's resolutions.Guilt, shame and disappointment are totally optional emotions and we're not taking them in 2022! We do not set goals to make us feel awful about ourselves!We set goals because we are not just humans but spirits that crave progression. So wh...2022-01-0712 min

Money Boss Parent#155: 5 Things You Need to Do to Keep Your Family and Your Business in a Routine with Heather SteinkerStaying motivated all the time is really not a sustainable way of doing things.However, what helps a lot of people is consistency. I'm always exploring ways to stay consistent in all areas of my life. My guest today Heather Steinker, a busy mom of three, has made strategy, and systems work like a well oiled machine. As a result she swears she has more time in her day than anyone else. It was from this realization that Chaos N Cookies was born. A company and a po...2022-01-0545 min

Money Boss Parent#154: How to Create Work Life Balance with Katie Leigh JacksonSociety promotes a 24/7 365 day per year hustle mentality but is it possible to achieve a work-life balance or is that concept a myth? When I think of work-life balance, I automatically wonder what I need to do in order to cut, reduce or eliminate because something has to give somewhere in order for the other thing to actually work. What if I told you that it's actually possible to achieve this balance? My guest Katie Leigh Jackson is a brand strategist and artist from Denver, Colorado. She helps small business owners clarify th...2021-12-2934 min

Money Boss Parent#153: How to Become a Successful Mompreneur with Ciara StocklandThe world has changed so much for all of us in the last two years and many women are opting out of the workforce into business ownership.. In the past 2 years the option of self employment has become even more attractive, because the opportunities of working remotely over an internet connection successfully provides a lot of flexibility. However, at the end of the day, each of us defines success and our reasons for achieving it differently. For some it's about having flexibility for the time to be with your family, working different ho...2021-12-2243 min

Money Boss Parent#152: The Messy & Exciting Time of Early Parenthood & MoneyToday I am sharing with you an interview that I did with a fellow podcaster Misty Lynch, from the “Demystifying Money” podcast. Misty, like me, is also a Certified Financial Planner. Join us as we combine the exciting, messy world of parenthood and finances into one awesome conversation. IN THIS EPISODE, WE COVER:Intro (00:00)First Child (3:56)Paid Family Plan (7:43)Tied Into Emotions (15:30)Spending & Trends (19:32)Health Insurance Plan (25:57)Personal Financial Goals (30:57)Where To Find Anna (32:49) ME...2021-12-1737 min

Money Boss Parent#151: Relationship with Yourself with Tracy LittWe frequently hear conversations about wellness and how it encompasses a lot of different areas of our lives and despite what we may think they are not mutually exclusive. When we think of wellness, most of us think about things like diet and exercise. However, the term actually encompasses so much more than just taking care of our physical selves. If you want to be truly healthy, you must first learn how to create a healthy relationship with yourself. ...and it’s not as easy as it sounds.My guest today is Tr...2021-12-0839 min

Money Boss Parent#150: Getting Rid of The "Money Monster" With Morgana RaeDo you have a money monster hanging around? If so, how do we get rid of them? Today I'm talking with personal development and financial expert, bestselling author of “Financial Alchemy: 12 months of Magic Manifestation”, Morgana Rea who is here to share her 6 step process of transformation.Join us as we look at how to identify if we have a Money Monster, how we tame it if we do, and what steps we need to take in order to actually keep it under control.IN THIS EPISODE, WE COVER:Int...2021-12-011h 00

Money Boss Parent#149: Thanksgiving WishesHere in America we are heading into our exciting holiday week of Thanksgiving. Having not grown up with this as a traditional family holiday I really enjoy its arrival each year with my own family.For me it is a time of not only getting together with the ones we love but also for spending time in deeper gratitude. It is also the time of year where I get the opportunity to thank YOU for the time you've given to me and my podcast over the last 100 plus episodes I’ve done ove...2021-11-2419 min

Money Boss Parent#148: Smart Money Tips for Holiday SpendingAt this time of year the biggest conversation, a lot of times, sets around our spending. Today on the Money Boss Podcast I am sharing some of my top tips to alleviate holiday stress and make smart financial decisions during the holidays. Stress is something we all experience whether we have a limited or unlimited budget; so don't let your debt become the Grinch that robs the fun from your holiday season. Base your gift buying on sentiment rather than dollar value and avoid giving yourself a year-round debt headache. 2021-11-1913 min

Money Boss Parent#147: Why The First 7 Years of Life Are So Important with Dr L Carol ScottThe topic of self awareness is everywhere these days. But do we truly understand what it means to be self aware?My guest, Dr. L. Carol Scott, is a trauma-informed developmental psychologist, who shares with us how the first 2,500 days of our lives determines our skills for ALL of our relationships...for the rest of our lives.Join us as we talk about what it means to be self aware and how we can use that to do better both in our personal and business lives.IN...2021-11-1750 min

Money Boss Parent#146: Relieve Holiday Financial StressThe holiday season is fast approaching and with that comes a slew of extra activities, such as; family and friends visiting, cooking and baking, shopping and gift exchanges. All of which without a little pre-planning can quickly and easily have us feeling overwhelmed. On today’s show we are taking a look at the stressors that arise during the holidays and what we can do to cope with them.Join me and together let’s figure out a plan that will help to keep both you, your sanity and finances intact.2021-11-1214 min

Money Boss Parent#145: Investment in Your Own Health with Brooke SimonsonMy guest today is certified nutrition coach, and weight loss expert Brooke Simonson who helps health motivated individuals lose 5 to 50 pounds for the last time through the use of simple habits and mindset shifts. Often when looking at our spending and budgeting habits, the first comments I will hear are; ”we need to stop spending so much money on groceries”. Or “we need to not stop shopping at Whole Foods, and eating out”. This got me thinking; why is it when we need to add a little more budget into our routine people fee...2021-11-1040 min

Money Boss Parent#144: Tables have turned: Being Mom and the Breadwinner with Michelle Abraham of AmplifyouThrough launching over 200 podcasts, Amplifyou CEO and podcast host; Michelle Abraham has grown her business to 6-figures all while raising her family in an off-the-grid cabin on a lake on the West Coast of BC, Canada. She is a firm believer that anyone can have mega influence from anywhere in the world – so long as they have a killer strategy and the right team support.IN THIS EPISODE, WE COVER:Intro (00:00)From The Fitness World To Podcasting (5:40)Moving Off-Grid (9:04)We Bought An RV (15:30)G...2021-11-0528 min

Money Boss Parent#143: Tips For 2021 Holiday TravelTraveling can get expensive at times. Add in traveling around the holidays and you’re looking at even more expenses. What are some ways that we can be cost-efficient this year while still traveling to see our loved ones?It’s time to really start thinking about holiday travel and a few suggestions that I have for holiday travel this year is:1) Book everything refundable.Be sure that if you need a refund or unforseen circumstances happen, that a refundable booking is available to you.2) Insurance PoliciesCancel for any reason insu...2021-10-2914 min

Money Boss Parent#140: 5 Inexpensive Ways to Decorate this FallFall is here! Depending on where you live you may have cool, crisp air and beautiful falling leaves. Many people like to decorate for fall around this time of year so today I wanted to share 5 ways to decorate for fall without spending a lot of money.This year, I have a few decorations saved from last year that I am going to use so it may be a good idea to also save decorations from last year in addition to these 5 ways I am sharing with you. PumpkinsGet your local pumpkins f...2021-10-2012 min

Money Boss Parent#136: October is National Financial Planning MonthHey Money Bosses! The sooner we can start working on our finances, the easier it gets! For National Financial Planning Month, I want to chat with you today on creating your financial plan and what that looks like and the pieces and parts that are important to review when making a financial plan.First of all, your financial plan is a roadmap and needs to have two things: a deadline and a dollar amount. It is helpful if you take out a piece of paper and break down what you want to accomplish in the next 3 years, 5...2021-10-0717 min

Money Boss Parent#134: Autumn Bucket List ActivitiesWhether you love fall like me or it’s not your favorite, chances are you are going to want to find some types of activities to do this season with the family before the holidays are here. I want to share my top 5 activities to do this fall season - with the first 2 being my absolute favorite. 1. Visit an apple orchard.Apple picking season is from Labor Day through the end of October/early November so be sure to go before it ends!You can bring home a lot of apples to make apple sau...2021-09-2911 min

Money Boss Parent#132: My Whole HeartEPISODE SPONSORSMoney Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE! LET’S GET SOCIALAnna on FacebookAnna on Instagram 2021-09-2208 min

Money Boss Parent#131: How to Buy Your First Income Producing Property with Riley OickleOur guest today, Riley Oickle, is the founder of Your First Income Property where he teaches people how to purchase and manage their income properties for those who want to use real estate as a tool for wealth growth. Today we are talking about how you can use real estate as a tool to grow your wealth.Riley chats with us about how he got started in real estate, the mindset shifts (real estate vs. stocks, etc), the steps in the process of buying real estate, and the number that is considered a healthy profit when looking a...2021-09-1736 min

Money Boss Parent#130: 4 Things to Know About the Housing Market ShiftsHi Money Bosses! Today I wanted to chat with you about the four things to know about the housing market shifts. These market shifts that I have noticed could help you make a decision about whether you are ready to embark on the journey of trying to buy or sell your home.Last year, even during the pandemic, the housing market increased. There was a high demand for homes last year. The average median home price is up by 24% since before the pandemic! The four shifts that I have noticed are:More h...2021-09-1513 min

Money Boss Parent#129: How Not To Feel Like an Emotional Sponge | Sensei Victoria WhitfieldIn this episode, we are taking a different angle with our conversation and are joined by our guest Sensei Victoria Whitfield, who helps entrepreneurs balance mind, body & biz!Victoria shares about how she got started. She chats with us about how her own energy and sensitivity and awareness of being exhausted all the time snuck up on her and she was drained. She was working in the corporate world and had a big “aha” moment that changed everything for her.Victoria shares about the steps that we take before we get to that...2021-09-1057 min

Money Boss Parent#128: Should I rent or buy a home?On today’s episode I compare and contrast about how do you know when it is appropriate to rent versus when it is appropriate to buy.When thinking in terms of buying, you have to think about if you are committed to staying in one place for at least five years. If so, then it may be more feasible to buy. There are also many responsibilities when it comes to owning a home so you have to ask yourself if you are ready for that responsibility. Lastly, when it comes to owning a home, you have to thi...2021-09-0815 min

Money Boss Parent#126: 5 Questions to Ask Yourself Before Buying a HomeDo you often wonder with the low-interest rates if it’s the right time to purchase a home? Even though the housing market is hot right now, it might not be the right time for you and your family. There are a lot of things to think about when making the huge financial decision to buy a home. Are your job and finances stable enough to get a mortgage? Do we want to use your savings for a down payment? In this episode, Anna weighs in on the very questions to consider to help you make a dec...2021-09-0119 min

Money Boss Parent#125: Money Boss Podcast is 1 year old!As I look back at this last, year a lot of lessons were learned. The most important one is that I now have a much clear vision of what I want this podcast and this community to be. *I want to help families with young children get awesome with their finances, like really be proud of how they handle their money and make smart financial decisions.*I am also so grateful for all the conversations I got to have with my awesome guests and many more we are planning.*I am excited about m...2021-08-2505 min

Money Boss Parent#124: The Ultimate Budget | David MulonasOur guest today, David Mulonas from Something on My Mind podcast, shares with us his budgeting strategy, and how he not only adopted it in his life but also got his wife to participate and be interested in the processPoints discussed:How to get startedHave to care - use the budget as a tool to help you accomplish your biggest goalsEducation - reach out for help and guidance to othersIncentivize - give yourself a reward for doing the hard workInfluence & Model - look and adopt what is alreading working Budgeting worksheets & t...2021-08-2151 min

Money Boss Parent#123: Got Buckets of Money?I love the idea of segregating how my money is invested. It helps me to see a specific purpose and to track how financial goals get funded and what resources such, current and future savings are needed to accomplish the goals and not to have to worry about fluctuations in the stock market.Bucket #1 - Short TermBucket #2 - Mid TermBucket #2 - Long Term EPISODE SPONSORSMoney Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to...2021-08-1814 min

Money Boss Parent#122: Finances for the Mom Business Owner | Misty Lynch, CFP®Points Discussed:What are the most important things women business owners need to implement:Financial side Separating personal and business financesKeeping a good accounting structureLegal side Estate planningBusiness continuationLife insuranceABOUT OUR GUEST:Misty Lynch, CFP® helps high-achieving women and families handle their busy lives and finances with confidence for the betterment of their future. Misty hosts the weekly podcast Demystifying Money. She is a personal finance expert and a resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and...2021-08-1335 min

Money Boss Parent#121: 3 Jar System: Spend, Save & Give for Kid's Allowance3 Jar System is the answer! Spend, Save & Give.The jar system is a great way to teach kids how to manage money wisely and to help them develop the skills they'll need as adults.Points discussed:How much allowance to giveHow to allocate it into 3 JarsHow to track it and educated kidsHow to set guidelinesHow to have fun with itRESOURCES:3 Jars set on Amazon (plastic!)Spend, Save & Give labels from Money Kids Academy: Freebie Vault EPISODE SPONSORSMoney Flow System - Do...2021-08-1213 min

Money Boss Parent#120: 3 Ways to Become Harmonious Money Magnet | Daniel MangenaOur guest today is Dan Mangena- writer, fellow podcaster, motivational speaker, and coach who helps people discover their very own ‘money DNA’ & start aligning you properly with your unique power.Points discussed:Secret #1 - perpetual planning modeSecret #2 - state of disconnectSecret #3 - Identify where you are on the wealth thermostatCONNECT WITH DAN:Book: Money Game: A Wealth Manifestation Guide. Level Up Your Mindset Step-By-Step & Create An Abundant LifePodcast: Do it with DanInstagram: @dreamerceo EPISODE SPONSOR...2021-08-0629 min

Money Boss Parent#119: Child Tax Credits - Unenrolling from the Advance PaymentsWhile being able to receive advance credits may be great news for many taxpayers, the downside is that taxpayers who receive advance amounts for which they are not eligible may be required to repay these advances when they file their 2021 return.Let's talk about how you can opt-out of these future payments. RESOURCES:EP. 107 - 2021 Child Tax CreditHow to Unenroll: Taxpayers should go to the Child Tax Credit portal on the IRS’s website to unenroll. The portal can be accessed here. EPISO...2021-08-0410 min

Money Boss Parent#118: Back to Work Roadmap for Moms with Diana CreganDiana Cregan combines her skills as a coach, trainer, and recruitment consultant to help women find their way back to purposeful existence beyond the family. When is it time to reconnect with your professional identity and go back to work? From a financial perspective, she discusses the reasons why to go back to work in the first place. EPISODE RESOURCES & TOOLS:Back to work roadmap for moms.Who am I? What is important to my assessment. 7 levels deep work.Book - The Subtle Art of Not Giving a F*ck: A Counterintuitive A...2021-07-3040 min

Money Boss Parent#117: Custodial Accounts: 5 Stocks to Begin Teaching Kids InvestingThis content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. You should consult a financial professional for advice relating to your individual situation. Tune it to hear my rationale for chooses these 5 stocks.5 Stocks I bought for my 2.5 yr old Liam:DisneyMcDonald'sCoca ColaGoogle (Alphabet)Apple EPISODE SPONSORSMoney Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be th...2021-07-2813 min

Money Boss Parent#116: How to Have It All in Life As a Busy Mom | Jill DevineABOUT OUR GUEST:Today we are chatting with Jill Devine, After 20-years as an on-air radio personality, she was inspired to create 2 Kids and a Career podcast and give voice to the complexities of raising a family, having a career, and simply just trying to keep it all together. EPISODE SPONSORSMoney Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Click here to subscribe in iT...2021-07-2331 min

Money Boss Parent#115: How To Start Your Child On An Allowance Program?Points discussedChores based allowancePure allowanceHybrid methodAllowance rules EPISODE SPONSORSMoney Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE! LET’S GET SOCIALAnna on FacebookAnna on Instagram 2021-07-2116 min

Money Boss Parent#114: What is "Mom Guilt" and how to balance work and family life | Gladys Simens How do we change these feelings and thoughts that we aren’t doing enough for our children? In this episode, Glady Smith, a life coach for mothers and a big advocate for working mamas. She dives into questions like: What is “mom guilt” and why do so many women feel it?How do we begin to change these feelings and thoughts?Do all women who are mothers feel the same guilt?Why are we punishing ourselves?What can we begin to do to change this cultural feeling?Tune in now to learn more about Mom Guilt and hot...2021-07-1644 min

Money Boss Parent#113: 15 Year Anniversary Working at Mainstreet Financial Planning!I'm forever grateful for the opportunity I was presented all those years ago and the people who believed and supported me along the way!Thank you!!!!Jim Ludwick - Thanks for giving me a full-time job, even though you only could afford a part-time assistant at that time! 😆My parents - Thank you for bringing me to America and everything that came with it!My hubby- Yuri Sergunin - I love you! You are my everything ❤️ Fun fact: we were only married for one year when I started with MainStreet back in 2006...2021-07-1409 min

Money Boss Parent#112: Emotional Intelligence for Kids | Dr. Steven HallTune in to my conversation with Dr. Steven Hall, an author of 3 books, with the most recent The Seven Tools of Healing: Unlock Your Inner Wisdom and Live the Life Your Soul Desire, a board-certified family practitioner with a mission since 1985 to help people heal.RESOURCES: Dr. Hall's course: Strong Foundations: Teach Your Children to be Healthy with Their FeelingsWe are going to discuss:All feelings are matterFeelings = messengersBelieves are lenses of how we interpret something.Dr. Hall's AAA - frameworkAwareness- recognizing how you feel in th...2021-07-1044 min

Money Boss Parent#111: What Features Should you Look for in Kids Savings Accounts?From low monthly fees to low opening balances, to financial education features, mobile apps etc. These are just a few of the specific features for kids’ savings accounts that you may want to look for or ask about; some banks have more customized offerings than others. EPISODE SPONSORSMoney Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE! 2021-07-0710 min

Money Boss Parent#110: Should You Open a Savings Account or a Custodial Account for Your Child?RESOURCES:EP #109 - Why open kids' savings accounts? EPISODE SPONSORSMoney Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE!LET’S GET SOCIALAnna on FacebookAnna on Instagram 2021-07-0210 min

Money Boss Parent#109: Why open kids savings accounts?Reasons why you may want your child to have a savings account:Teach them about saving money from income they earn, aka, allowances, chores, part-time jobs, etc.Teach them how banking works (deposit checks, take cash out ATM machine, check balances online, etc.)Teach them the basics of how money works. How much interest they can earn, etc.Set specific goals for savings: buy a video game, a new electronic device etc. EPISODE SPONSORSMoney Flow System - Download Free Money Flow Playbook and start automating your finances. 2021-06-3010 min

Money Boss Parent#108: Plant a Garden, Get a Win EPISODE SPONSORSMoney Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE!LET’S GET SOCIALAnna on FacebookAnna on Instagram 2021-06-2909 min

Money Boss Parent#107: 2021 Child Tax CreditRESOURCES: 2021 Child Credit Calculator EPISODE SPONSORSMoney Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE! LET’S GET SOCIALAnna on FacebookAnna on Instagram 2021-06-2509 min

Money Boss Parent#106: Welcoming a New Baby: First Financial StepsWHAT YOU'LL LEARN:Steps to take before the baby arrives:How much time off you can afford to take?How to set up your spending for a new familyProper medical coverageProper life insuranceSteps to take after the baby arrives:Health InsurancePlan for child careEstate planning documentsEducation savings EPISODE SPONSORSMoney Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Cli...2021-06-1820 min

Money Boss Parent#105: How to Prepare for Student Loan Payments to Resume October 1, 2021RESOURCES:Student Loan SimulatorApply here for student loan income-based repayment plan EPISODE SPONSORSMoney Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE! LET’S GET SOCIALAnna on FacebookAnna on Instagram 2021-06-1712 min

Money Boss Parent#104: Is Travel on Your Mind?WHAT YOU'LL LEARN:Think outside the box this summer and you may find yourself with an unforgettable trip at a forgettable price. Let's explore these options:Being a local touristVisit a national parkExplore your own regionWait until the very last minuteTravel someplace less typical EPISODE SPONSORSMoney Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S F...2021-06-1111 min

Money Boss Parent#103: Are You Spending Too Much on Groceries?WHAT YOU'LL LEARN:A family of four spends up to $1,376 a month on food at home, according to May 2020 data from the U.S. Department of Agriculture. How does this fit into your overall Spending plan?Do you have a grocery buying pattern?Do you plan your meals?Check out the previous episode on #69, How I got my own Money Flow. EPISODE SPONSORSMoney Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to kn...2021-06-0709 min

Money Boss Parent#102: What are You Good At As a Couple When it Comes to Money?WHAT YOU'LL LEARN:Money and marriage go hand in hand, but many couples don’t think about it until they’re knee-deep in debt from houses, cars, medical bills, babies, and credit cards. One survey found that more than 40% of couples have conflicting money beliefs and spending habits. So, how do you and your partner or spouse get on the same page so you each can reach your financial goals? Understanding how to navigate through these changes isn't guaranteed to be easy, but planning can help you build a strong financial foundation for your relationship. In this epis...2021-06-0408 min

Money Boss Parent#101: The Power of Professional Brand | Alexia FerrariAlexia Ferrari a Talent Development & Human Capital Specialist shares why it’s so important to have a professional brand, even if you work for an organization and don't run your own business. Alexia discusses how developing your professional brand has roots not only for you to love the work you do...but for you to get excited and want to jump out of bed every morning as well as how it will have a 1000% positive impact on your finances!She will teach you what elements (or what she calls “Brand Ingredients”) you need to start growing and workin...2021-06-0246 min

Money Boss Parent#100: My Money Story | Anna Sergunina, CFP®For this special Episode #100, tune in to learn about my “Own Money Story” as I share why I became a financial planner in the first place. I’ll also share some of my own financial mistakes I’ve made and a few things you may not know about me. I hope my Money Story helps you think about your own and maybe helps you make some adjustments and improvements along the way. RESOURCES ANNA USES TO STAY ON THE TOP OF MONEY RELATED TOPICS:Magazines :wsj.comnytimes.comBlogs: ...2021-05-2929 min

Money Boss Parent#099: 5 Financial Milestones to Achieve by 4040 is the new 30. 30 is the new 20 and 20 is the new teens? Alright, maybe I am overthinking here! But let's get real, as life starts to get 'really" real from here on. EPISODE SPONSORS - Thank you!Money Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE! LET’S GET SOCIALAnna on Fac...2021-05-2413 min

Money Boss Parent#098: 7 Financial Milestones to Achieve by Age 30While you might think you still have plenty of time to start your Money Roadmap, consider this — one in three U.S. employees expects to work past age 70, and only 26% expect to retire before age 65. Who wants to work that long???Here is a list of 7 financial milestones to strive for during your 30s that can kick-start your Money Roadmap, but let’s be honest — some of this might hurt a little. Being disciplined with your money means sacrifice, compromise, and diligence, but always remember the end goal Retirement or Financial Independence, unless you just really want to work...2021-05-2116 min

Money Boss Parent#097: Funding College vs. Retirement - Can You Do Both?WHAT YOU'LL LEARNCan you really do both at the same time? Save for Retirement and College education?Decision-making stepsOptions you have for savingsWhere to find saving opportunitiesHow to position your portfolio RESOURCES:Articles to readHow to Balance Saving for Retirement with Saving for collegeRule of Thumb: Save for College or Retirement EPISODE SPONSORSMoney Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the...2021-05-1916 min

Money Boss Parent#096: I am a Financial Planner - What do I do for clients?POINTS COVERED:How financial planners help clientsWhat is the financial planning processIs it for everyone? EPISODE SPONSORSMoney Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE! LET’S GET SOCIALAnna on FacebookAnna on Instagram 2021-05-1710 min

Money Boss Parent#095: Attending a WeddingWHAT YOU’LL LEARNExpenses to considerWhere and how to saveHow to be practicalWhen to say "No" EPISODE SPONSORS- Thank you!Money Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE! LET’S GET SOCIALAnna on FacebookAnna on Instagram 2021-05-1409 min

Money Boss Parent#094: Want More Financial Abundance in Your Life? | Ash ShuklaABOUT GUEST: Ash Shukla came to the U.S. from India in 1989 with 20 dollars and without a word of English. He helped over 5,000 businesses, received a Congressional Honor, run a successful financial planning business, and published an Amazon bestseller.“I walk my DREAM CLIENTS through an exclusive process to help them achieve success.”- Ash LINKS:Financial Chakras Book EPISODE SPONSORS- Thank you!Money Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant...2021-05-1041 min

Money Boss Parent#093: Happy Mother's Day!Reach out to your Moms, tell them you love them because at the end of the day it’s not the gifts and the flowers they really want, but a little attention and appreciation of their love for us!Happy Monther’s day to all the Mommies in the world. You are truly remarkable! LINKS Episode #11 - I want to be a Super Mom EPISODE SPONSORS- Thank you!Money Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRI...2021-05-0812 min

Money Boss Parent#092: Financial implications of raising a family on women's career | Liz Hand, CFP®Our guest Liz Hand, CFP® has worked in personal finance for over a decade and focuses her practice on helping women step into retirement by managing investments, designing retirement income, and distilling the complex finance world into bite-size pieces.WHAT YOU'LL LEARN:How to begin prioritizing and planning money, family & careerHow can women build support around them, especially in the financial arenaWhat trusted advisors they should haveWhat steps can women take with their money now to be more secure in retirement5 headwinds impacting women’s retirement and what to do about it LINK...2021-05-0525 min

Money Boss Parent#091: Does your money need a vacation?So what does it mean? I bet you are curious to know what I will be doing.TOPICS DISCUSSEDFinancial goals reviewGoals and values exerciseCheck out Episode #078 Do your money behaviors match your values? EPISODE SPONSORSMoney Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE! LET’S GET SOCIALAnna on...2021-05-0310 min

Money Boss Parent#090: So You Want to Buy a New Home Soon?If you're a little daunted about saving up for a down payment, here's how to get startedWHAT YOU'LL LEARN:How to put together a strategic purchase planHow to not overspendYour timelineSetting proper goals and metricsYour downpayment options EPISODE SPONSORS- Thank you!Money Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE! LET’S...2021-04-3018 min

Money Boss Parent#089: 3 Signs Your Life Might Be Too BusyWe aren’t just busy—we’re too busy. We’re rushing and running ragged and feeling burned out. We have ridiculous expectations of ourselves. And to make matters worse, busyness is often celebrated in our high-achieving, fast-paced culture.If you are so busy, when will you have time to pay attention to your finances? EPISODE SPONSORS- Thank you!Money Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to know when new episodes are release...2021-04-2915 min

Money Boss Parent#088: Having a DeadlineWHAT YOU’LL LEARN-How to use life events as a great catalyst to get you moving -Trick yourself by anchoring -What is an estate plan? Why you need it. How to get it.-Expanding your family, think family protection, aka, Life insurance. LINKSEpisode #069 Legacy Planning with Carmen RossasEpisode #056 Love in the air, so is Life Insurance EPISODE SPONSORSMoney Flow System - Download Free Money Flow Playbook and start automating your finances. 2021-04-2708 min

Money Boss Parent#087: Financial Boundaries to Gain Real FreedomEPISODE SPONSORS- Thank you!Money Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE! LET’S GET SOCIALAnna on FacebookAnna on Instagram 2021-04-2309 min

Money Boss Parent#086: Financial App Review - Mint.comDisclosure: I am not affiliated or work for mint.com! Simply a long-time user.WHAT YOU’LL LEARNWhat it is www.mint.com and how it worksFeaturesAlerts How mint makes moneyIs mint secure it isPros & Cons LINKS www.mint.comMint Blog - Financial Resouces EPISODE SPONSORSMoney Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Clic...2021-04-2120 min

Money Boss Parent#085: Get Your Family Financial Garden OnIn this episode, Anna uses her experience of starting a garden with her family as a metaphor for focusing on growing financially. With our busy schedules and lives, we spend so much time focusing on how to make more and more money and how to responsibly save it. We are discussing in this episode how and why it’s important to spend it! Anna discusses how well your family’s financial garden grows depends on how well you take care of yourself and your family. Sometimes we need to focus on enjoying ourselves and cultivating our own financial garden of w...2021-04-1908 min

Money Boss Parent#084: Is Managing Finances an “Art” or “Science”?WHAT YOU’LL LEARNTapping into the "Art" of Money has been the most freeing experience for me personally and for many of my clients.Here are a few techniques I found helpful to get you thinking more about the Art part of this complex topic called money:Gratitude: write 3 things you are gratiful for around your finances dailyPrioritize daily, monthly & weekly money tasksConduct weekly Money Dates RESOURCES:Bari Tessler, The Art of Money Book EPISODE SPONSORSMoney Flow System - Download Free M...2021-04-1611 min

Money Boss Parent#083: How Prepared are You for Emergencies?When an emergency strikes at the least expected time, how well are you prepared to handle it? Whether it’s a job loss, medical expenses, divorce, bankruptcy or an emergency home repair, the sudden change in your financial situation can be incredibly stressful. No matter how stressful the situation, bills still need to be paid, lights need to stay on, and food needs to be on the table. If a crisis happens, you’ll need to be financially prepared! In this episode, we will discuss the types of emergencies that can happen and how you can financially set yourself up f...2021-04-1410 min

Money Boss Parent#082: Happy B-day to my hubby, Yuri!MEET Yuri!Yuri Sergunin, CCIM, is a leading expert in the greater Bay Area commercial real estate market with a primary focus on exclusive representation of private and institutional capital clients in their disposition and acquisition of investment properties.LINKS Connet with you and wish him a very happy B-day!Yuri on Linked InYuri on Instagramwww.stcommercial.com SUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Click here to subs...2021-04-1204 min