Money Boss Parent

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 transit...

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...

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 loo...

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...

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 sta...

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 ca...

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: In...

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...

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, thi...

" 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 y...

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...

Popular Debt Management Strategies. 1. Debt Settlement: Debt settlement involves negotiating directly with creditors to pay a reduced amount on your credit card debt. It's not guaranteed to be accepted by lenders and can negatively impact your credit score. It's not the quickest method and typically involves fees ranging from 15% to 25% of the settlement amount. 2. Credit Counseling: Credit counse...

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...

Today we're shaking up traditional financial wisdom by exploring investments you never thought you needed but won't regret making. Curious about how these unconventional purchases can transform your budgeting strategies and offer a clearer path toward financial success? Join me as we unveil the power of smart spending on resources that do more than just save you money—they guide you toward making...

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 Stat...

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...

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 li...

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 prepar...

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...

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...

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 y...

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 transparen...

 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 thro...

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...

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 y...