Episodes
July 30, 2021
#118: Back to Work Roadmap for Moms with Diana Cregan
Diana Cregan combines her skills as a coach, trainer, and recruitment consultant to help women find their way back to purposeful existence beyond the family. When is it time to reconnect with your professional identity and g…
July 28, 2021
#117: Custodial Accounts: 5 Stocks to Begin Teaching Kids Investing
This content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. You should consult a financial professional for advice re…
July 23, 2021
#116: How to Have It All in Life As a Busy Mom | Jill Devine
ABOUT OUR GUEST: Today we are chatting with Jill Devine , After 20-years as an on-air radio personality, she was inspired to create 2 Kids and a Career podcast and give voice to the complexities of raising a family, having a…
July 21, 2021
#115: How To Start Your Child On An Allowance Program?
Points discussed Chores based allowance Pure allowance Hybrid method Allowance rules EPISODE SPONSORS Money Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHARE Want to be the…
July 16, 2021
#114: What is "Mom Guilt" and how to balance work and family life | Gladys Simens
How do we change these feelings and thoughts that we aren’t doing enough for our children? In this episode, Glady Smith, a life coach for mothers and a big advocate for working mamas. She dives into questions like: What is “…
July 14, 2021
#113: 15 Year Anniversary Working at Mainstreet Financial Planning!
I'm forever grateful for the opportunity I was presented all those years ago and the people who believed and supported me along the way! Thank you!!!! Jim Ludwick - Thanks for giving me a full-time job, even though you only …
July 9, 2021
#112: Emotional Intelligence for Kids | Dr. Steven Hall
Tune in to my conversation with Dr. Steven Hall, an author of 3 books, with the most recent The Seven Tools of Healing: Unlock Your Inner Wisdom and Live the Life Your Soul Desire , a board-certified family practitioner with…
July 7, 2021
#111: What Features Should you Look for in Kids Savings Accounts?
From low monthly fees to low opening balances, to financial education features, mobile apps etc. These are just a few of the specific features for kids’ savings accounts that you may want to look for or ask about; some banks…
July 2, 2021
#110: Should You Open a Savings Account or a Custodial Account for Your Child?
RESOURCES: EP #109 - Why open kids' savings accounts? EPISODE SPONSORS Money Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHARE Want to be the first to know when new episode…
June 30, 2021
#109: Why open kids savings accounts?
Reasons why you may want your child to have a savings account: Teach them about saving money from income they earn, aka, allowances, chores, part-time jobs, etc. Teach them how banking works (deposit checks, take cash out AT…
June 29, 2021
#108: Plant a Garden, Get a Win
EPISODE SPONSORS Money Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHARE Want to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’…
June 25, 2021
#107: 2021 Child Tax Credit
RESOURCES: 2021 Child Credit Calculator EPISODE SPONSORS Money Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHARE Want to be the first to know when new episodes are released…
June 18, 2021
#106: Welcoming a New Baby: First Financial Steps
WHAT YOU'LL LEARN: Steps to take before the baby arrives: How much time off you can afford to take? How to set up your spending for a new family Proper medical coverage Proper life insurance Steps to take after the baby arri…
June 17, 2021
#105: How to Prepare for Student Loan Payments to Resume October 1, 2021
RESOURCES: Student Loan Simulator Apply here for student loan income-based repayment plan EPISODE SPONSORS Money Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRIBE & SHARE Want to b…
June 11, 2021
#104: Is Travel on Your Mind?
WHAT YOU'LL LEARN: Think outside the box this summer and you may find yourself with an unforgettable trip at a forgettable price. Let's explore these options: Being a local tourist Visit a national park Explore your own regi…
June 7, 2021
#103: Are You Spending Too Much on Groceries?
WHAT YOU'LL LEARN: A family of four spends up to $1,376 a month on food at home, according to May 2020 data from the U.S. Department of Agriculture. How does this fit into your overall Spending plan? Do you have a grocery b…
June 4, 2021
#102: What are You Good At As a Couple When it Comes to Money?
WHAT YOU'LL LEARN: Money and marriage go hand in hand, but many couples don’t think about it until they’re knee-deep in debt from houses, cars, medical bills, babies, and credit cards. One survey found that more than 40% of …
June 2, 2021
#101 The Power of Professional Brand | Alexia Ferrari
Alexia Ferrari a Talent Development & Human Capital Specialist shares why it’s so important to have a professional brand, even if you work for an organization and don't run your own business. Alexia discusses how developing …
May 29, 2021
#100: My Money Story | Anna Sergunina, CFP®
For this special Episode #100, tune in to learn about my “Own Money Story” as I share why I became a financial planner in the first place. I’ll also share some of my own financial mistakes I’ve made and a few things you may…
May 24, 2021
#099: 5 Financial Milestones to Achieve by 40
40 is the new 30. 30 is the new 20 and 20 is the new teens? Alright, maybe I am overthinking here! But let's get real, as life starts to get 'really" real from here on. EPISODE SPONSORS - Thank you! Money Flow System - Down…
May 21, 2021
#098: 7 Financial Milestones to Achieve by Age 30
While you might think you still have plenty of time to start your Money Roadmap, consider this — one in three U.S. employees expects to work past age 70, and only 26% expect to retire before age 65. Who wants to work that …
May 19, 2021
#097: Funding College vs. Retirement - Can You Do Both?
WHAT YOU'LL LEARN Can you really do both at the same time? Save for Retirement and College education? Decision-making steps Options you have for savings Where to find saving opportunities How to position your portfolio RESOU…
May 17, 2021
#096: I am a Financial Planner - What do I do for clients?
POINTS COVERED: How financial planners help clients What is the financial planning process Is it for everyone? EPISODE SPONSORS Money Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCR…
May 14, 2021
#095: Attending a Wedding
WHAT YOU’LL LEARN Expenses to consider Where and how to save How to be practical When to say "No" EPISODE SPONSORS- Thank you! Money Flow System - Download Free Money Flow Playbook and start automating your finances. SUBSCRI…