Money Boss Parent

Once per year I recommend sitting down and look at where your Financial Health is. Just like if you would go to the doctor’s office to get an annual check-up. The idea here is to see how much progress you’ve made. I am a big believer in “What’s measured, can be improved”. Let’s see where you stand and let’s work on improving your financial life for 2021.

In this interview second interview with Emily Martinez, time hacking expert, we go about discussing her favorite time hacks you can apply in all areas of your life: family, household, relationships & business. Learn true and tried tips & tricks and best practices to feel more in control!

In the next two episodes, I share an interview with a time hacking expert Emily Martinez. This is the topic we all need to revisit, not just once a year, but every day! We are talking in this episode about how can we find more time? Is there a strategy to Hack more time? First let’s explore "Why" more time is the key to success in all areas of life, personal, professional, relationships, and busin...

Very frequently I get a question by my clients, friends and family about how many accounts they need to have? Checking, Savings, Online Savings, Money Market, Credit cards, etc. There is no right or wrong answer, it’s really what works for you. I like the idea of having a system of where each account I have serves a purpose. Yuri and I love the simplicity approach. Grab my free Money Flow System e...

Mortgage rates have been on fire and I’ve been telling clients for months now to look at refi options. Here is what Yuri and I decided to do this week, to Refi our 3.25%- jumbo loan, with an awesome rate of 2.5% with 0.3% points, upfront, and here is why you too should consider refinancing.

We are all taking a collective sigh of relief that one of the toughest years in recent history is almost over. We will head into 2021 with strength and optimism, better understand what we can do better in the new year. One of those aspects should be financial preparedness, especially after the year’s unemployment and economic devastation. As we getting set in 2021 I was thinking about what we can...

This time of the year it is natural time to try to integrate your past, present, and future. As always, though, it’s important to use these three-time frames in a way that fills you with confidence and excitement instead of stressing you out. That’s why we all love and hate New Year’s resolutions: They fill us with resolve and determination, but if we don’t stick to their high ideals, they end up...

When it comes to your finances, you are only competing with yourself. You have to measure how you are doing against your own personal goals. In today's episode, I talk about 5 financial measurements to track every year to help grow your wealth.

A new year is a powerful occasion: It’s a time when we reflect on our gratitude for the past and set our hopes for the future. And it’s a chance to welcome a fresh start to restart our enthusiasm for chasing goals and dreams.

Happy Holidays Money Bosses! I was looking over an article the other day and it’s crazy to me to see some of the statistics about how much money people make, how much they spend and how poorly they still feel, how depressed so many people are. In this episode, I talk about where do we finally get this satisfaction if not from material possessions.

A conversation with Santa…. Me: “I want a magical Unicorn for Christmas” Santa: “Be realistic” Me: “Okay. I want 5 minutes to myself each day to drink my coffee hot and pee in peace.” Santa: “What color Unicorn would you like?” This made me think of you guys! Thank you for being such great friends, clients, colleagues and keeping me on my toes this year. Patience will be rewarded. Just hang in the...

You all like to watch movies right? Well, do you ever wonder or think about the financial lessons you might learn from watching some of your favorite holiday classics? In this episode, I talk about my top 5 movies you can watch this holiday season that incorporates some important financial lessons.

2020 was a challenging year involving finances, the pandemic, shutdowns, and working from home. In today's episode, I wanted to talk about what happens to us emotionally when we reach the height of our goals that we've been working so hard for.

We often blame other people or external events for the stress that we are experiencing. On today's podcast, I want to talk about financial stress over the holiday season and how to cope with it.

Let’s face it, this year life is very different including the holidays that are coming up. In this episode, I mention several family activities you can still enjoy together during the holidays.

I had a discussion recently about what gifts or ideas would make someone feel special without breaking the bank. In today's podcast, I'd like to talk about non-monetary gifts and how these types of gifts require no financial commitment.

Now, let's shift our focus on gift ideas for the variety of different budgets, provided we put our holiday spending plan together. In this episode, I would like to talk about monetary gifts that don’t cost you a fortune.

I never post any kind of bad or sad content because sometimes I think that it might not be helpful, however, on today's podcast I want to share how when days may not seem to go your way, you can always push through and grab life by the horns!

I was listening to a podcast this morning about "hacking success" and I started to wonder if this could be applied to personal finances because you don’t have to reinvent the wheel. In this podcast, I talk about what strategies are out there that you can learn and implement into your daily lives.

Unexpected changes may suddenly throw your life out of balance and it might seem as though things have changed for the worse. In this episode, I talk about taking the time to reflect. If you look below the surface, you may find that the benefits far outweigh the drawbacks.

A Money Mindset is an attitude that you have about your finances. It determines how you make key financial decisions every day and has a big impact on your ability to achieve your goals. For most people, this is the missing piece of the puzzle. In this episode, I discuss what it is and how can you improve your Money Mindset.

It’s never too late to start teaching our children healthy money habits. In this episode, I discuss the importance of not just providing theory and teaching your children about money but showing them how to save, spend, and create wealth with it.

The tricky thing about home improvement is maximizing your return on your investment. You want to spend money that will yield a return when you sell your home, but not overspend way beyond what a buyer would be willing to pay you. So how do you find the sweet spot? Find out in today's money boss podcast!

Year-end tax planning is critical in any year, but this year is important! Working from home has given many couples the opportunity to save thousands of dollars and plow those back into savings plans that will pay off down the road. There are some financially lucrative opportunities to consider, especially when it comes to saving on taxes this year.  It’s not too late to make these changes before...

The tricky thing about home improvement is maximizing your return on your investment. You want to spend money that will yield a return when you sell your home, but not overspend way beyond what a buyer would be willing to pay you. So how do you find the sweet spot? Find out in today's episode!