Money Boss Parent

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 a...

Why do we actually want money, and how does this question alter the way we teach financial wisdom to our kids? Today we're diving deep, challenging the age-old mantras of financial literacy for kids and even us as parents. Join me for a riveting discussion with my guest and author David Delisle, filled with eye-opening insights and practical tips. This isn't just another chat; it's a chance to con...

In this heartfelt episode, I celebrate my son Liam turning 5 today. Reflecting on our family's routines and Liam's growth, I share the phases of motherhood and the lessons learned. The episode highlights five truths, from embracing change to cherishing moments and becoming a better version of myself. I express my love and pride for Liam, emphasizing his caring and curious nature. As we celebrate a...

Welcome to another exciting episode where we venture into the world of budgeting platforms. Today, we're breaking down Monarch Money, a third budgeting app that's caught my attention. After years of being a loyal Mint.com user, I'm ready to explore what Monarch Money has to offer. In this episode, I'll share my research on how Monarch Money works and why I've decided to give it a try. But that's n...

As parents, we're always looking for ways to provide not just for today but to set the stage for our children's tomorrows. As we are wrapping holiday gifts, I would like to share with you in this episode a few ideas about gifts that will keep on giving for many years to come. One impactful way to do this is by gifting an investment such as a stock or bond to your child. It's not merely about offer...

Today we are continuing our discussion about what budgeting platform you should consider if you've been a longtime user of mint.com. Certified Financial Planner, Katherine Edwards joins us to share of her experience using the YNAB, [aka You Need a Budget] platform which takes a completely different approach to the whole budgeting idea. Listen in as she discusses some pros and cons that will help y...

Today we are continuing our discussion on alternatives to mint.com with my guest, and certified financial planner; Jennifer Bush. In going through this process of figuring out what I will do once Mint goes away, I have been looking to understand and review how I used all the data Mint gave me. I have been considering how often I come back to certain parts of it and asking myself if I need all thos...

In this week's episode, I'll be addressing a significant change happening in the budgeting world. Mint.com, one of my all-time favorite apps, is shutting down on December 31st. But don't worry, it's not disappearing completely; it's transitioning to another platform, Credit Karma. To help you navigate this transition, I'll be sharing insights, tips, and considerations based on my own experience an...

Today we have an extraordinary guest with us Mellisa Deally, an integrative mind-body health practitioner who helps her clients unearth the underlying causes of their health issues, achieve genuine healing, and cleanse their physical, mental, and emotional selves. In this week's episode, we embark on an eye-opening journey, exploring the profound link between health and wealth. Discover how your w...

Today, we're picking up where we left off, continuing our quest to unlock the secrets of choosing a college savings plan for your little scholars. In my previous episode I laid out the groundwork, with those initial steps you need to kickstart your college savings journey. If you missed it, don't fret; there's still time to go back and catch up. This week I'm sharing the nitty-gritty details on ho...

In today's episode, I'm delving into the world of college savings plans, and more specifically the 529 college savings plans. So, whether you're a parent planning for your kid's college journey or simply looking for some insights on what that can look like down the road, join me for today's conversation. Anna's Takeaways: College Savings Plans And Their Benefits (00:02) Types of Plans And Their B...

Are you tired of the dinner table battles and trying to teach your kids to eat well? In this episode of the Money Boss Parent Podcast, we're diving into the world of childhood nutrition with seasoned University instructor and holistic nutrition coach, Alicia Mazari. With over 25 years of experience and more than a decade focused on coaching families, Alicia understands the frustration of watching...

Today we're diving headfirst into the world of overall wellness, shedding light on how our health system directly impacts our daily lives and emotions --- and peeling back the layers on the broken aspects of our medical system to uncover the often overlooked, deeper issues that deserve our attention. However, this episode isn't just about talk; my guest Dr. Bryana Gregory is here to empower you wi...

It's that time of year when we carefully consider the benefits that could significantly impact our family's financial well-being in the upcoming calendar year. We usually focus on the essential benefits like life insurance, health coverage, dental, and vision. But in this episode, we're going to dig deeper into a set of benefits that might have been flying under your radar. Stay with me as we jour...

Today, I'm joined by Candy Messer, a profitability advisor with a strong background in bookkeeping and assisting entrepreneurs in building thriving businesses. She brings a wealth of knowledge and a keen understanding of the unique challenges faced by parent-entrepreneurs and those managing side hustles, offering countless business owners peace of mind and the freedom to focus on their true passio...

Choosing the ideal education system for your children is a decision that holds the power to shape their futures. Joining us today to provide vital information in this area is expert in education and a dedicated educator herself, Kristina Heagh-Avritt. Together with her husband, Kristina co-founded Vibrant Family Education, a groundbreaking initiative that empowers parents to take charge of their c...

Today we're talking about teaching kids about money and nurturing financial literacy starting while they are young. To help with this I've been compiling a resource that's designed to transform the way we approach money conversations with our children. This isn't just a list of links or books however, it's a toolbox of actionable resources that can empower you and your family to shape the financia...

Is it possible to strike the perfect balance between both your family and professional life? Whether you are parents looking for purpose, wanting to overcome self doubt, or looking to create a better version of yourself to model to your children this conversation filled with valuable insights and actionable, practical tips is just what you need. Get ready to be inspired in today's episode with Jac...

In this week's episode of the Money Boss Parent Podcast, I am privileged to have Abbe Feder, a fertility and life coach, and the founder of InCircle Fertility, as my guest. Abbe's personal journey through infertility and pregnancy loss led her to establish a community that provides vital support and hope for those on the path to parenthood. We discuss the emotional and financial challenges associa...

Remember when savings accounts felt almost irrelevant? Well, those days are gone. Interest rates have climbed, and now even simple savings accounts can earn you a decent return. Today we're talking about what your savings account could mean for your financial goals --- and the exciting part? Your emergency fund can actually make money for you now. Be proactive, check out the options, and let's mak...

Before parenthood, I was a financial planner, deeply passionate about helping clients achieve financial success. But everything changed when my son Liam arrived in 2019. Time became my most precious currency, and my perspective on financial decisions shifted. Now, as a money boss parent, my mission is to share my journey—the triumphs, the struggles, and the invaluable lessons learned—to help you m...

Welcome to the Money Boss Parent Podcast, where I'm your host, Anna Sergunina. As a Certified Financial Planner, devoted mom, savvy business owner, and loving wife, I bring you two decades of financial expertise combined with the joys and challenges of parenthood. Join me on this journey as we explore the intersection of money and motherhood. From budgeting to investments, we'll have candid conver...

Welcome to a special milestone episode of the Money Boss Podcast! Today, I'm stepping into the guest's shoes and sharing my very own money story. Join me as my husband, Yuri, takes on the role of the interviewer, delving into my personal journey and insights in the realm of personal finance. Originally aired when the podcast hit the 100th-episode mark, this milestone felt significant enough to res...

In today's episode, I want to draw your attention to a topic that holds significant importance for parents - opening savings accounts or custodial investment accounts for your children. The landscape of the financial world has evolved since this episode was first recorded in 2021, but the strategies discussed still hold true. I'll address a common question I often receive: Should you opt for a sav...

Welcome back, Money Bosses! As we approach our three-year anniversary and prepare for an exciting relaunch, I'm thrilled to bring you some of the most impactful episodes from the past. These evergreen topics remain relevant and serve as valuable reminders for our continuous growth. Today, we revisit an episode from the first year of my podcast, where my husband and I celebrated our anniversary by...