Season 1
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 bu...
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 c...
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 y...
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 - Downl...
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 l...
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 RESOUR...
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. SUBSCRI...
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. SUBSCRIB...
May 10, 2021
#094: Want More Financial Abundance in Your Life? | Ash Shukla
ABOUT GUEST: Ash Shukla came to the U.S. from India in 1989 with 20 dollars and without a word of English. He helped over 5,000 businesses, received a Congressional Honor, run a successful financial planning business, and pub...
May 8, 2021
#093: Happy Mother's Day!
Reach out to your Moms, tell them you love them because at the end of the day it’s not the gifts and the flowers they really want, but a little attention and appreciation of their love for us! Happy Monther’s day to all the M...
May 5, 2021
#092: Financial implications of raising a family on women's career | Liz Hand, CFP®
Our guest Liz Hand, CFP® has worked in personal finance for over a decade and focuses her practice on helping women step into retirement by managing investments, designing retirement income, and distilling the complex finance...
May 3, 2021
#091: Does your money need a vacation?
So what does it mean? I bet you are curious to know what I will be doing. TOPICS DISCUSSED Financial goals review Goals and values exercise Check out Episode #078 Do your money behaviors match your values? EPISODE SPONSORS Mo...
April 30, 2021
#090: So You Want to Buy a New Home Soon?
If you're a little daunted about saving up for a down payment, here's how to get started WHAT YOU'LL LEARN: How to put together a strategic purchase plan How to not overspend Your timeline Setting proper goals and metrics You...
April 28, 2021
#089: 3 Signs Your Life Might Be Too Busy
We aren’t just busy—we’re too busy. We’re rushing and running ragged and feeling burned out. We have ridiculous expectations of ourselves. And to make matters worse, busyness is often celebrated in our high-achieving, fast-pa...
April 26, 2021
#088: Having a Deadline
WHAT YOU’LL LEARN -How to use life events as a great catalyst to get you moving -Trick yourself by anchoring -What is an estate plan? Why you need it. How to get it. -Expanding your family, think family protection, aka, Life ...
April 23, 2021
#087: Financial Boundaries to Gain Real Freedom
EPISODE SPONSORS- Thank you! 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 ...
April 21, 2021
#086: Financial App Review - Mint.com
Disclosure: I am not affiliated or work for mint.com! Simply a long-time user. WHAT YOU’LL LEARN What it is www.mint.com and how it works Features Alerts How mint makes money Is mint secure it is Pros & Cons LINKS www.mint.co...
April 19, 2021
#085: Get Your Family Financial Garden On
In this episode, Anna uses her experience of starting a garden with her family as a metaphor for focusing on growing financially. With our busy schedules and lives, we spend so much time focusing on how to make more and more ...
April 16, 2021
#084: Is Managing Finances an “Art” or “Science”?
WHAT YOU’LL LEARN Tapping into the "Art" of Money has been the most freeing experience for me personally and for many of my clients. Here are a few techniques I found helpful to get you thinking more about the Art part of thi...
April 14, 2021
#083: How Prepared are You for Emergencies?
When an emergency strikes at the least expected time, how well are you prepared to handle it? Whether it’s a job loss, medical expenses, divorce, bankruptcy or an emergency home repair, the sudden change in your financial sit...
April 12, 2021
#082: Happy B-day to my hubby, Yuri!
MEET Yuri! Yuri Sergunin , CCIM , is a leading expert in the greater Bay Area commercial real estate market with a primary focus on exclusive representation of private and institutional capital clients in their disposition an...
April 9, 2021
#081: Financial literacy for children: What parents need to know |Jim Degaetano, CFP
WHAT YOU’LL LEARN Jim Degaetano, CFP® shares what parents need to know when teaching children responsible spending, saving, and investing skills. Teaching Financial literacy for kids of all ages is simply educating them on b...
April 7, 2021
#080: 6 Mistakes Women Should Avoid with Their Finances
It’s important to keep in mind that the choices you make today and the habits you form now can affect the rest of your financial life. Learn about the 6 financial mistakes women often make and how to steer clear of these mist...