Episodes
Nov. 23, 2022
#175: Year End Money Goals
With the holiday season right around the corner I want to chat about year end money goals. At this time of year the focus on money and how we plan for it is kind of be deviated from for all of us and that's okay. I'm not here...
Nov. 16, 2022
#174: How Parents Can Help Their Children Select The Best-fit College, Major, & Career with Beth Probst
The cost of going to college it through the roof these days. Which leads us to ask... Is it worth it --- and why does anyone go to college anyway? My guest Beth Probst founder and CEO at the Core has inspired parents of colle...
Oct. 5, 2022
#173: Mint.Com | Best Practices
Today I want to talk to you about a software called "Mint.com" and putting its best practices to use. For those that don't know Mint is a program software application that tracks all kinds of data points but mainly they focus...
Sept. 28, 2022
#172: Seller Mistakes to Avoid with Real Estate Broker Michael Bell
According to the Wall Street Journal 20+ year residential real estate broker and my guest Michael Bell has successfully handled over $550 million in sales and is ranked in the top 0.1% of all agents in the United States. So w...
Aug. 31, 2022
#171: Student Loan Debt Relief Plan
Recently the big news came out from the White House regarding the student loan forgiveness plan. I know there's a lot of information out there. So I wanted to chat a little about what is happening, what you need to know now a...
Aug. 17, 2022
#170: Money Moves After Interest Rate Hikes
When interest rates are being increased, it impacts the cost of borrowing for all of the American households and it becomes more expensive. Today I want to go through four different typical debts that you might find on your f...
Aug. 10, 2022
#169: Intersection of Life & Money Planning My Interview on Dreams & Detours Podcast
Join me today as I guest on Susan Montanaro's podcast "Dreams and Detours" to talk about the importance of taking charge of your financial planning. Are you ready to take charge of your finances? IN THIS EPISODE WE COVERED: I...
July 29, 2022
#168: Resetting Finances After Move
Moving is never fun but sometimes necessary and with it comes many adjustments that can take a good few months to settle into. Especially if your move includes selling your current home and buying your next one. It is for thi...
June 8, 2022
#167: Money Story with Vida Jatulis
I love learning about people's money stories. It's fun to hear how they talk about money, experiences they have had with money, and what they want to do better with their money in the future. Today I'm connecting with my frie...
June 1, 2022
#166: How to Pivot Effectively
You may not even realize, but every single day, we are faced with making simple decisions from what to eat for lunch, what show should we watch, or what clothes to wear, through to making big decisions in our lives. But how d...
May 11, 2022
#165: Parenting Aging Parents
“Sandwich Generation,” you've heard this phrase before. In fact you might even be in it with your own family. I am certainly feeling like I am in the middle of that sandwich currently with my own. The big question is how do w...
May 4, 2022
#164: Life Transitions
It's been a while and I'm excited to be back. I didn't even realize how much time flew during this last month and a half. Over these past weeks I thought and learned a lot about life transitions and how we approach them as th...
March 8, 2022
#163: How to Create a Home That Truly Reflects Who You Are with Sasha Morozov
I know you want it all. You want success at work, the perfect house, and of course, the perfect family and the money to afford this dream. Then reality hits and things don't go according to plan. But imagine being a mom, that...
Feb. 25, 2022
#162: How to Prevent Overbuying Items For Your Pantry | With Stetson Sundin & Margaret Sundin-McCann
I bet you’ve done this before. You get to the grocery store only to realize that you have forgotten to make a list. You grab the cart and head down the isles anyway grabbing what you think you need, what looks good and maybe ...
Feb. 16, 2022
#161: 7 Ways to Leave a Legacy That Are Completely Free
Many people wrongly believe that leaving a “legacy” behind after their passing is something only the very wealthy can do. But a legacy is more than being a prominent donor to a museum or having a wing named after you at a uni...
Feb. 9, 2022
#160: How Busy Parents Can Plan Their Food with Mia Moran
We all have heard numerous times how good it is, not only for the wallet but also for our health to plan our meals ahead of time. My guest today is Mia Moran and she not only created a system for this process but teaches othe...
Feb. 2, 2022
#159: How to Get Time Back at Home and Business with Stephanie Blake
Do you ever have days that go by so fast that when you look back at the end of the day, you think to yourself, where did the time go? …and how will I ever accomplish all of these things that are still hanging out on my to-do ...
Jan. 28, 2022
#158: Parent our Financial Future | My Guest Appearance on Parenting Our Future with Robbin McManne
When we are growing your family, no matter what stage we're at, it can be daunting especially when it comes to finances. From everyday item purchases to higher education for our kids, and our own retirement. Some days it's al...
Jan. 12, 2022
#157: Don’t Miss This Road: Financial Independence - Overcoming Procrastination with Jim Ludwick
For almost 20 years my guest, colleague and friend Jim Ludwick has given clients personal financial advice through the company I now own; MainStreet. As he moves towards retirement, Jim has decided to venture into the world o...
Jan. 7, 2022
#156: Guilt, Shame and Disappointment are Optional
Welcome back to the Money Boss Podcast. I hope you had a great holiday season. I'm back and ready to tackle 2022. Today I want to share with you a little bit of a twist to the usual traditional January conversation about goal...
Jan. 5, 2022
#155: 5 Things You Need to Do to Keep Your Family and Your Business in a Routine with Heather Steinker
Staying motivated all the time is really not a sustainable way of doing things. However, what helps a lot of people is consistency. I'm always exploring ways to stay consistent in all areas of my life. My guest today Heather ...
Dec. 29, 2021
#154: How to Create Work Life Balance with Katie Leigh Jackson
Society promotes a 24/7 365 day per year hustle mentality but is it possible to achieve a work-life balance or is that concept a myth? When I think of work-life balance, I automatically wonder what I need to do in order to cu...
Dec. 22, 2021
#153: How to Become a Successful Mompreneur with Ciara Stockland
The world has changed so much for all of us in the last two years and many women are opting out of the workforce into business ownership.. In the past 2 years the option of self employment has become even more attractive, bec...
Dec. 17, 2021
#152: The Messy & Exciting Time of Early Parenthood & Money
Today I am sharing with you an interview that I did with a fellow podcaster Misty Lynch, from the “Demystifying Money” podcast. Misty, like me, is also a Certified Financial Planner. Join us as we combine the exciting, messy ...