Episodes
Aug. 16, 2023
#199: Legacy Series: My Money Story
Welcome to a special milestone episode of the Money Boss Podcast! Today, I'm stepping into the guest's shoes and sharing my very own money story. Join me as my husband, Yuri, takes on the role of the interviewer, delving into...
Aug. 9, 2023
#198: Legacy Series: Should You Open a Savings Account or a Custodial Account For Your Child? | Legacy 110
In today's episode, I want to draw your attention to a topic that holds significant importance for parents - opening savings accounts or custodial investment accounts for your children. The landscape of the financial world ha...
Aug. 2, 2023
#197: Legacy Series: What are You Good At As a Couple When it Comes to Money? | MBP102
Welcome back, Money Bosses! As we approach our three-year anniversary and prepare for an exciting relaunch, I'm thrilled to bring you some of the most impactful episodes from the past. These evergreen topics remain relevant a...
July 26, 2023
#196: Legacy Series: How To Navigate Parenting: From Overwhelmed to Conscious Parenting with Robbin McManne #135
In today's episode, we are revisiting a popular gem from the archives - Episode 135: "How to Navigate Parenting: From Overwhelmed to Conscious Parenting" with parenting expert Robbin McManne. As we juggle the responsibilities...
July 19, 2023
#195: Embracing Flexible Work Schedules with Engineering Principles and Psychology With Wendy Cocke
In this episode, we challenge the conventional definition of success and explore the concept of defining success on our own terms. My guest today is Wendy Cocke, a highly accomplished engineer and author of the bestselling bo...
July 12, 2023
#194: Life & Money Lessons from Mom: Thrifty Living, Resilience, and Generosity
In today's heartfelt discussion, we'll delve into the valuable money and life lessons I learned from an extraordinary woman – my mom. Join me as we explore the wisdom she shared about frugality, self-sufficiency, resilience, ...
July 7, 2023
#193: Finding Your Passion and Achieving Financial Freedom
Finding your passion and achieving financial freedom sounds ideal but how can we make that happen? Today we're exploring how real estate investment can be a supportive vehicle for your journey to your passion with highly succ...
May 26, 2023
#192: Navigating the Debt Ceiling: Strengthening Your Financial Resilience
I want to empower you to make informed financial decisions by exploring the timely and important topic of navigating the Debt Ceiling and its potential impact on your personal finances. Discussions surrounding the debt ceilin...
May 17, 2023
#191: How to Live a Life Without Goals with Derek Hagen
Our society often places a heavy emphasis on achieving, setting targets, and constantly expanding. But is it possible to find fulfillment and contentment without chasing constantly after goals? Today, we have the privilege of...
May 10, 2023
#190: How to get into Your Target College and Graduate Debt-Free with Shellee Howard
In this episode, we talk to Shellee Howard, a certified education consultant who has helped families send their children to college debt-free. With the average federal student loan debt balance in 2023 expected to be $37,000,...
May 3, 2023
#189: Thinking About A Career Change with Christelle Pillot
Changing careers can seem daunting, especially in the aftermath of a global pandemic that has disrupted the job market. But with careful planning and the right resources, it's attainable. Join us today as we speak with Christ...
April 26, 2023
#188: Career Coaching for Young Adults with Beth Hendler Grunt
Today's episode is all about helping your child launch into a successful career after college. My guest today is Beth Hendler Grunt, a recognized thought leader in the college-to-career space, and author of the book "The Next...
April 19, 2023
#187: Financial Life Organizer
Not everyone is a master at staying organized. What if I told you that there's a tool that can keep all of your important financial information in one place? A tool that you can easily share with those who need access, and fi...
April 12, 2023
#186: How to Talk to Your Parents About Their Finances with Debra Jacobs
Let's face it, talking about money can be tough, but talking to your parents about their finances can feel downright impossible. As we grow older, we begin to worry about our parents' financial security and how we can support...
April 7, 2023
#185: How and Where to Keep my Cash Stash
In light of recent events with Silicon Valley Bank, many people are concerned about protecting their hard-earned cash. While many of us are already familiar with the basics of protecting our funds, it's always a good idea to ...
March 31, 2023
#184: Financial Self-Care
Today I am taking a closer look at the importance of financial self care. Money impacts our overall well-being, and unfortunately this crucial topic is often overlooked when it comes to our health. Recently I spoke on finance...
March 24, 2023
#183: Business, Investing & Prenups with Nanxi Liu
Let's face it, society puts a lot of pressure on us to follow a certain timeline - go to school, build a career, get married, and start a family. But what if we want to prioritize our professional goals before starting a fami...
March 3, 2023
#182: Have It All Without Doing It All With Ashley Quinto Powell
Is it possible to balance an exhilarating career and family life without being overwhelmed? My guest Ashley Quinta Powell, productivity wizard, CEO & founder of my VA Rocks joins me to discuss how she ran three companies with...
Feb. 24, 2023
#181: Money Story with Katherine Edwards, CFP®
Meet Katherine Edwards, CFP®. Everyone's journey with money is unique, and the insights we can gain by exploring our individual stories can be incredibly valuable. Understanding how past experiences have shaped us into who we...
Feb. 8, 2023
#180: Personal & Career Goals Setting with Jill Wright
Have you like me had too many broken resolutions? Do your busy commitments always take priority over personal time and goals for yourself? Achieving balance between work, family, and self can seem impossible sometimes - but i...
Feb. 3, 2023
#179: My 40th Birthday Wish
I am turning 40 this month... it's a very exciting milestone with lots to think about. Because of this I wanted to talk to you about new year's resolutions. I find that setting them somewhat loses its power over us by the tim...
Dec. 21, 2022
#178: 5 Year End Tax Moves
I know that December can be busy with all the holiday events, and things that we're spending our time and money on. However, I think you all would agree that it is better to have more money in your pocket, than in someone els...
Dec. 7, 2022
#177: Money Story with Jennifer Bush
I love learning about people’s money stories because it’s fun to hear how they talk about money, and also learn about what they feel they can do better in the future. Today, I am joined by a fellow financial expert and coll...
Nov. 30, 2022
#176: How to Spot Financial “Red Flags” in a Marriage With Tracy Coenen
Over the years I've heard many clients say, "I don't do finances, my spouse takes care of it" and that always concerns me. You don't need to be going through a divorce right now or even anticipated in order to have some under...