Money Boss Parent

3 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 give How to allocate it into 3 Jars How to track it and educated kids How to set guidelines How to have fun with it RESOURCES: 3 Jars set on Amazon (plastic!) Spend, Save...

Our 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 mode Secret #2 - state of disconnect Secret #3 - Identify where you are on the wealth thermostat CONNECT WITH DAN: Book: Money Game: A Wealth M...

While 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 Credit How to Unenroll: Taxpayers should go to...

Diana 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 fo...

This 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: Disney McDonald's Coca Cola Googl...

ABOUT 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 SPONSORS Money Flow System - Download Free Money Flow Playbook and start automating your finances...

Points discussed Chores based allowance Pure allowance Hybrid method Allowance rules     EPISODE SPONSORS Money Flow System - Download Free Money Flow Playbook and start automating your finances.    SUBSCRIBE & SHARE Want to be the first to know when new episodes are released?  Click here to subscribe in iTunes!  IT’S FREE!   LET’S GET SOCIAL Anna  on Fa...

 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 pun...

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 y...

Tune 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 Feelings We are going to discuss...

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 SPONSORS Money Flow System - Download Free Money Flow Playbook and start automating your finances.    SUBS...

RESOURCES: EP #109 - Why open kids' savings accounts?   EPISODE SPONSORS Money Flow System - Download Free Money Flow Playbook and start automating your finances.    SUBSCRIBE & SHARE Want to be the first to know when new episodes are released?  Click here to subscribe in iTunes!  IT’S FREE! LET’S GET SOCIAL Anna  on Facebook Anna on Instagram

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...

  EPISODE SPONSORS Money Flow System - Download Free Money Flow Playbook and start automating your finances.    SUBSCRIBE & SHARE Want to be the first to know when new episodes are released?  Click here to subscribe in iTunes!  IT’S FREE! LET’S GET SOCIAL Anna  on Facebook Anna on Instagram

RESOURCES:  2021 Child Credit Calculator   EPISODE SPONSORS Money Flow System - Download Free Money Flow Playbook and start automating your finances.    SUBSCRIBE & SHARE Want to be the first to know when new episodes are released?  Click here to subscribe in iTunes!  IT’S FREE!   LET’S GET SOCIAL Anna  on Facebook Anna on Instagram  

WHAT 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 family Proper medical coverage Proper life insurance Steps to take after the baby arrives: Health Insurance Plan for child care Estate planning documents Education savings   EPISODE SPONSORS Money Flow System - Download Free Money Flow Playbook and start au...

RESOURCES: Student Loan Simulator Apply here  for student loan income-based repayment plan   EPISODE SPONSORS Money Flow System - Download Free Money Flow Playbook and start automating your finances.    SUBSCRIBE & SHARE Want to be the first to know when new episodes are released?  Click here to subscribe in iTunes!  IT’S FREE!   LET’S GET SOCIAL Anna  o...

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 tourist Visit a national park Explore your own region Wait until the very last minute Travel someplace less typical   EPISODE SPONSORS Money Flow System - Download Free Money Flow Playbook and start automating your f...

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 SPONSORS Money Flow System - Download Fre...

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? Understan...

Alexia 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 hav...

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 A...

40 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 & SHARE Want to be the first to know when new episodes are relea...

While 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...

WHAT YOU'LL LEARN Can you really do both at the same time? Save for Retirement and College education? Decision-making steps Options you have for savings Where to find saving opportunities How to position your portfolio      RESOURCES: Articles to read How to Balance Saving for Retirement with Saving for college Rule of Thumb: Save for College or Retirement   EPISODE SPONSORS Mo...