Episodes
Aug. 7, 2024
#246 - Back-to-School Financial Literacy: Essential Tips for Parents and Kids
As we draw nearer to the back-to-school season, how can we make learning about money fun and engaging for our kids? In this episode, we'll explore essential books for parents and kids, online tools, and even California's late...
July 24, 2024
#245 – Rediscovery in Mid-Age: Navigating Perimenopause and Financial Wellness
Today, we have a special guest, Amita Sharma co founder of NourishDoc, joining us to discuss the intersection of midlife, perimenopause, and financial wellness. Inspired by her own journey, Amita has created a holistic wellne...
July 17, 2024
#244 – 529 Plans vs. Coverdell ESAs, Prepaid Tuition, Custodial, and Investment Accounts
Today we're continuing our discussion on comparing 529 college savings plans with other alternatives that parents might want to consider. In this episode, we delve into less traditional options such as Coverdell Education Sav...
July 10, 2024
#243 – Mastering College Planning with Ann Garcia
I’m super excited about today’s episode because we have the amazing Ann Garcia, also known as The College Financial Lady, joining us and we’re diving into all things college planning! Ann is a certified financial planner and ...
July 3, 2024
#242 - Celebrating Financial Independence
Today we have a special Fourth of July episode focused on financial independence where we'll explore what it means, how to achieve it, and why it's essential for your family. Drawing parallels between our forefathers' quest f...
June 26, 2024
#241 – Which is Better for College Savings? 529 Plans vs. Roth IRAs & Real Estate
While 529 college savings plans are popular for their tax benefits and flexibility, it's worth exploring other avenues to give your family more opportunities and variety for saving for your kids' college education. Today we a...
June 19, 2024
#240 – From The Classroom to Financial Freedom Lessons with Danny Kofke
My guest and former teacher Danny Kofke's passion for teaching and personal finance led him to write five personal finance books, including "The Wealthy Teacher: Lessons for Prospering on a School Teacher's Salary." In this w...
June 12, 2024
#239 – How To Stay On Top Of Your Budget This Summer
With kids home from school, vacations in full swing, and wedding season upon us, it seems like summer brings a flurry of expenses. Despite the season’s slower pace in other areas, summer can be financially demanding. In today...
June 5, 2024
#238 - Childhood Financial Literacy with Anthony Delauney
Today's special guest, Anthony Delauney is a seasoned financial advisor and the founder of Owning the Dash LLC, an organization dedicated to promoting childhood financial literacy and family financial freedom. He has authored...
May 26, 2024
#237 - Life Insurance Made Simple: Securing Your Family's Future
Have you ever considered how life insurance fits into your financial toolbox? Many of my clients are currently navigating the application process, with some facing challenges because of their health. This has sparked a necess...
May 22, 2024
#236 – Banking on Yourself: Mastering Wealth Building Strategies with Mark Willis, CFP
" Banking on Yourself " --- Why is it gaining traction? What can it truly offer to your financial planning? Join me as Mark Willis, a Certified Financial Planner and leading authority on this concept, reveals how you can use ...
May 8, 2024
#235 – Saving Smarter With Anne Lester
It sounds simple, but why is saving money so challenging for many of us? This episode features Anne Lester, former head of retirement solutions at JP Morgan, who brings both personal experience and professional expertise to t...
May 1, 2024
#234 – 5 Strategies to Escape Credit Card Debt
Anna's Takeaways: Popular Debt Management Strategies: Debt Settlement: Overview of how negotiation works, its risks, and potential costs. Credit Counseling: Benefits of getting professional guidance to manage debt and potenti...
April 26, 2024
#233 – How to Help Women to Support Their Men to be Physically + Financially Healthy with Bradley Jarryd
Today we're exploring how to support your partner to be physically and financially healthy with financial and health expert; Bradley Jarryd. Listen in as Bradley shares his transformative journey from an overweight child to b...
April 10, 2024
#232 – Financial Things You Won’t Regret Buying
Today we're shaking up traditional financial wisdom by exploring investments you never thought you needed but won't regret making. Curious about how these unconventional purchases can transform your budgeting strategies and o...
April 3, 2024
#231 – Conscious Fashion & Living with Angela from Threads Worldwide
Welcome back to the Money Boss Parent Podcast, where we explore the intersections of parenthood, entrepreneurship, and financial empowerment. Today, we're venturing into the vibrant world of conscious fashion and living with ...
March 29, 2024
#230 – Spring cleaning for your finances: 7 money moves to make right now
As spring brings warmer weather and sunnier days, it also presents more opportunities to overspend. To combat this, it's time for some financial spring cleaning! Similar to tidying up our homes, we can freshen up our finances...
March 20, 2024
#229 – Unlocking Tax Benefits: Strategies for Families with The Tax Goddess Shauna A. Wekherlien, CPA
Ever wondered how to assemble an elite tax team or the intricacies of working with a strategic tax coach to drastically reduce your tax burden? Listen in as my guest, Shauna A. Wekherlien, CPA peels back the curtain on these ...
March 13, 2024
#228 - Navigating Bay Area Real Estate in 2024 with Anna Fine
Today I dive into the world of real estate with the remarkable Anna Fine, a seasoned real estate agent with a wealth of experience in the competitive San Francisco Bay Area market. What makes the San Francisco Bay Area market...
March 6, 2024
#227 – Self-Care For Women
Despite self-care's apparent necessity, it's alarming that only a third of women engage in regular self-care routines. This episode aims to shift that by offering practical advice on allocating 5-10% of our income to self-car...
Feb. 28, 2024
#226 – Building Stand Out Leaders: Nurturing Exceptional Kids with Audra and Matt Karam
In this episode, I am joined by Audra and Matt Karam, a dynamic duo who blend their backgrounds in child life and finance into a pioneering curriculum aimed at cultivating character and leadership in young children. Together,...
Feb. 21, 2024
#225 – Budget-Friendly Bash: A Parent’s Guide to Planning Kid’s Parties with Ease with Elizabeth Cates
Welcome Elizabeth Cates, an influencer and event director, here to share insights from her book, "#The Budget Bash: A Guide to Planning Children’s Parties on a Budget." Whether planning your child's next birthday or seeking t...
Feb. 14, 2024
Unlocking Financial Intimacy: A Guide to Money Dates
Money Dates aren't just about numbers; they're about strengthening your relationship through open communication and shared financial goals. Here's how to make the most of your money dates: Set the Mood: Create a special atmos...
Feb. 9, 2024
#223 – Health is Wealth
It's my birthday week, and this year, I'm keeping things low-key. Instead of big celebrations, I'm taking some time to reflect on what I want the year ahead to look like. In today's episode, we're talking about how our health...