Episodes - Page 3 | Money Boss Parent

Jan. 31, 2024

#222 – Decluttering for Clarity with Kitti Andrews

Today, we delve into the transformative power of decluttering with expert Kitti Andrews, who has dedicated 20 years to helping people escape overwhelm through organizing both their physical and mental spaces. Decluttering not...

Jan. 24, 2024

#221 - Healthy Financial Systems in 2024 Part 2

In this week's episode, we delve deep into the mechanics of establishing effective financial systems, ensuring that the goals you've set for the 2024 don't just remain plans but turn into achievable successes. We'll discuss p...

Jan. 19, 2024

#220 – Healthy Financial Habits in 2024 | Part 1

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 succes...

Jan. 10, 2024

#219 – Discovering Your Awesome Stuff™ with David Delisle on The Golden Quest

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. Jo...

Jan. 3, 2024

#218 – 5 truths I learned as a mom of 5-year-old boy

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 emb...

Dec. 27, 2023

#217 - Alternative to Mint.com Budgeting Platform - Monarch Money

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 use...

Dec. 19, 2023

#216 Gifts for Kids That Keep on Giving

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 gif...

Dec. 15, 2023

#215 – Alternative to Mint.com Budgeting Platform – YNAB (You Need A Budget) with Katherine Edwards, CFP

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...

Dec. 13, 2023

#214 – Alternative to Mint.com Budgeting Platform – Tiller Money with Jennifer Bush, CFP

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 l...

Dec. 6, 2023

#213 – Navigating the Mint.com Budgeting Platform Shutdown: Your Guide to What Comes Next

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 completel...

Nov. 29, 2023

#212 – Unlocking the Health-Wealth Connection

Today we have an extraordinary guest with us, Melissa Dealley, an integrative mind-body health practitioner who helps her clients unearth the underlying causes of their health issues, achieve genuine healing, and cleanse thei...

Nov. 22, 2023

#211 - Maximizing 529 Plans: Tax Benefits and Best Practices (Part2)

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...

Nov. 15, 2023

#210 – 529 College Savings Plan: Getting Started [Part 1]

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 insi...

Nov. 8, 2023

#209 – Nurturing Healthy Habits in Children: Empowering Families for Well-being with Alicia Mazari

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...

Nov. 1, 2023

#208 – How To Achieve Balanced Lifestyle For Overall Health with Dr. Bryana Gregory

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 syste...

Oct. 25, 2023

207 -Maximizing Overlooked Employee Benefits in Open Enrollment for Parents

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, h...

Oct. 18, 2023

#206 – Navigating Finances as a Parent-Entrepreneur: Insights with Candy Messer

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 ...

Oct. 11, 2023

#205 – How to Select the Perfect Education System for Your Children with Kristina Heagh-Avritt

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 herse...

Oct. 4, 2023

#204 - Raising Money-Smart Kids: Your Ultimate Resource Guide

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 conve...

Sept. 29, 2023

#203 – Parenting with Purpose: Nurturing Growth and Overcoming Challenges with Jaclyn Strominger

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 mo...

Sept. 20, 2023

#202 – Conceiving Hope: Navigating the Emotional and Financial Challenges of Fertility Treatments with Abbe Feder

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 preg...

Sept. 13, 2023

#201 – Savings Account Are On Fire

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 acc...

Sept. 8, 2023

#200 – Money Boss Parent Podcast Launch

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 perspecti...

Sept. 7, 2023

Welcome to the Money Boss Parent Podcast | Trailer

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...