Money Boss Parent

Recently the big news came out from the White House regarding the student loan forgiveness plan. I know there's a lot of information out there. So I wanted to chat a little about what is happening, what you need to know now and ...  ... how does this really help you as a student with debt to forgive? IN THIS EPISODE WE COVER: Intro (00:00) Target Dates To Keep In Mind (2:03) 10 Year Criteria...

When interest rates are being increased, it impacts the cost of borrowing for all of the American households and it becomes more expensive. Today I want to go through four different typical debts that you might find on your financial books and share some specific steps you can take to be prepared for what may come our way. IN THIS EPISODE WE COVER: Intro (00:00) Pay Down The Largest Balances (1:46...

Join me today as I guest on Susan Montanaro's podcast "Dreams and Detours" to talk about the importance of taking charge of your financial planning.  Are you ready to take charge of your finances? IN THIS EPISODE WE COVERED: Intro (00:00) Life Planning (2:17) Cash Flow (6:49) Create A Plan (12:58) Retirement (17:45)   Dreams and Detours: https://www.dreamsdetours.com Instagram: https://w...

Moving is never fun but sometimes necessary and with it comes many adjustments that can take a good few months to settle into. Especially if your move includes selling your current home and buying your next one.   It is for this reason that I have been in and out with the show for the past 3 months. Not only did we move, but we switched towns within the same state. We have been settling into...

I love learning about people's money stories. It's fun to hear how they talk about money, experiences they have had with money, and what they want to do better with their money in the future. Today I'm connecting with my friend and colleague, Vida Jatulis to talk about how she became a financial planner and what her own money story is all about.   Join us... IN THIS EPISODE WE COVER: Intro (0...

You may not even realize, but every single day, we are faced with making simple decisions from what to eat for lunch, what show should we watch, or what clothes to wear, through to making big decisions in our lives. But how do you know that you are on the right track? If you aren't heading down the right path then how do you adjust and correct course?  Enter the pivot. Pivoting is what allows...

“Sandwich Generation,” you've heard this phrase before. In fact you might even be in it with your own family. I am certainly feeling like I am in the middle of that sandwich currently with my own.  The big question is how do we balance our own life, creating a family, raising our kids while also making sure that we can take care of our parents when they need us.  My guests today are Mike...

It'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 takin...

I 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 mo...

I 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 e...

Many 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 c...

We 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...

Do 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 regard...

When we are growing your family, no matter what stage we're at, it can be daunting especially when it comes to finances. From everyday item purchases to higher education for our kids, and our own retirement. Some days it's all very overwhelming. So where does a family start when it comes to making good financial decisions? Today I want to share with you an episode where I was a guest on Robin McMa...

For 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 “...

Welcome 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...

Staying 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. ...

Society 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 ach...

The 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 defin...

Today 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 Emoti...

We 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...

Do 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 st...

Here 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...

At 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 ho...

The 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...