Money Boss Parent

This past year was different for all of us and perhaps allowed us to reassess our values, vision, and goals. For this year's ideas for what to do with your 2020 Tax Refund funds, I wanted to take a slightly different approach.

Dr. Mary Bell Carlson is a financial behavior expert and has worked in both the military and government communities for over a decade. Dr. Carlson currently runs Chief Financial Mom.com , a personal finance education platform to help busy moms will help us understand why women treat money differently? What's holding women back from being best at managing finances and how can women use their streng...

Carmen Rosas, Esq is a mother, entrepreneur, attorney, author, and the founder of EmpowHer Yourself, a transformational community that empowers women to create legacies for themselves and their families on their terms, will share with us how we too can finally get our Estate and Legacy plans in order and DONE!

Tax season is full speed ahead. How ready are you to get your taxes done and DONE?

As new parents, there are a ton of things to learn and decisions to make. Choosing the best child care for your child is one of the most important ones. Join Shannon Parola, a professional Nanny with 15 years of experience and a new mom herself, sharing the better way and a more holistic approach to the childcare options maze!

Meet Rachel Clawson, CFP®, a fee-only, fiduciary financial planner at MainStreet Financial Planning, who shares her own Money Story of how she found a parallel between how well you take care of your own physical body is no different from how well you take care of your finances. Rachel's background as a personal trainer allowed her to bring her coaching style approach into her work with clients in...

After a year of financial precariousness for so many, those who have the means may be re-setting 2021 money resolutions to get back on track. Here is how you too can get a jumpstart into adopting awesome new money habits.

It's not just a job for the big corporations that we all admire, follow and buy from to figure out how they want to show up every day to serve their customers. It's for all of us to understand that if you are connected to the work you love, you are going to be able to achieve your greatest potential, enabling you to create the career of your life, to live and work with purpose and meaning.

The stock market is acting crazy again, interest rates are going up, inflation talks. What should I do?

Money anxiety is something we all have dealt with or are likely to deal with at some point in our life. Sometimes, you may not even know that you are money anxious unless you take note of it and get it under control.

Meet Cynthia Flannigan, CFP®, a fee-only, fiduciary financial planner at MainStreet Financial Planning, who shares her own Money Story of how she embarked onto a journey, not only in her professional but personal life to find a rewarding career that she loves. Where she gets to help her clients in their 50s, 60s & 70s create a Money Roadmap and legacy for their families. Cynthia shares how she...

I'd like to share a story, of how I finally got my own financial house in order and how you can too!

With love comes, serious relationship or marriage, and that is a beautiful, beautiful thing. But, what a lot of people forget to talk about is there is a "business" side to this phase in a relationship, in the midst of all the fun times. Sometimes you forget to talk about that "business" side. So, I wanted to give you all some tips on things you should definitely discuss with your partner prior to...

I love the idea of segregating how my money is managed. It helps to see a specific purpose and helps to track how my goals are being supported. We at MainStreet Financial Planning, Inc, have been using this concept for a while. Buckets of Money. There are imaginary buckets. There are not real, but they do help us visualize if we have short-term goals, mid-term goals and long-term goals and how our...

One of the most important things you can do to improve your financial situation is to understand your money story. Where is it coming from? Are you happy with it? How can you change it, if you are not?

It is often said that when we love someone we will do anything for them, including protect and provide for them. Today I want to talk to you about why and how life insurance is something everyone needs to consider as well as how much do you really need to have, how you calculate the coverage, and what type (term or permanent) might be best suitable for you.

So how can you simplify your finances? What things, activities, and even thoughts can you eliminate, delete, delegate or do less off in return to create more space, time, and energy to focus on things that are going to bring you more joy, happiness and success?

Did you know that your DREAMs are totally real and possible to materialize?! No matter how big or small. There just needs to be a little bit of structure in place around your finances, spending, and budgeting in particular. In this conversation, Nick True from www.mappedoutmoney.com, shares with us his DREAM process to make budgeting your new favorite activity.

Can budgeting be a happy process? Most people cringe when they hear the word "Budget". But Nick True from https://mappedoutmoney.com/ says "yes, IF you learn how to incorporate it into YOUR life and not the other way around". Join me for this interview where we explore the side of Budgeting and Cashflow management and how it can help you reach your goals and dreams.

Happy B-day to me! It’s my birthday week. I am turning 38. I was thinking about what I want this next year to look like. So for my personal, family, and professional life, I decided to pick a theme. And my theme associated with the word Focus. This coming year I am focused, laser-focused on what is most important!

How do you gain clarity about what to focus on when it comes to your financial goals? I love this topic. Sounds sophisticated. It’s really not. Simply said, it's your goals, your life goals, which turn into financial goals because they require capital (money). Let's lay out a framework about how you can finally see this for yourself.

Where should you focus your financial energy at? Should pay off your Debts first and then save in Emergency Reserves, or the other way around? I'd like to explore how we can do both!

Long gone are days when merging finances required for you to be married, live in the same household, and letting one of the other partners control the wallet. In working with a lot of couples, from all walks of life, all kinds of ages and I’ve seen plenty of examples of how couples manage their finances. Let's discuss options that might work better for your situation.

Over the years, I've tried everything possible to organize my money. I'm talking about keeping track of all my accounts, paper statements, insurance documents, bills, wills, old tax returns, business documents, and more. It seems like every year, the amount of "stuff" I need to keep grows and grows. As such, I've become a financial organization pro, or at least I'd like to think that! Let's go ove...

What does a filling system for your finances look like? I didn’t want to wait until Spring, as it always brings out the urge to organize, to clean, to get rid of, to free up! Let's do it now! It feels good to start fresh. Doesn't it? Ohhh….wait....you ain't got a filling system for your finances! Great:) No worries! I’ve been there...let’s get you going.