Money Boss Parent Anna Sergunina

My guest and former teacher Danny Kofke's passion for teaching and personal finance led him to write five personal finance books, including "The Wealthy Teacher: Lessons for Prospering on a School Teacher's Salary."
In this week's episode he shares his practical tips and actionable advice to help you and your family achieve financial success, even on a modest salary.
Tune in to discover how you can make daily changes to set your family on the path to financial freedom.
Anna's Takeaways:
Intro (00:00)Budgeting & Financial Planning For A Family On A Teacher's Salary (07:37)Teaching Children Good Money Habits (10:46)Communication & Early Education (14:04)Financial Lessons For Teachers (18:45)Financial Management And Investing For Millennials (24:07)Prioritizing Family Values & Goals (28:19)Financial Wellness & Taking Control Of Spending (32:32)
About Danny Kofke:
After being an elementary school teacher for 18 years, Danny Kofke recently left the classroom to work with Mentoro - a financial education company. His love of teaching and personal finance led him to write five personal finance books including The Wealthy Teacher: Lessons For Prospering On A School Teacher’s Salary. Danny’s everyday approach to handling money has led him to appear on numerous television shows including Fox & Friends, The CBS Early Show, CNN’s Newsroom, The 700 Club and The Clark Howard Show. He has also been interviewed on over 600 radio shows and featured in a number of publications including USA Today, Yahoo.com, The Wall Street Journal, Money Magazine and The Atlanta Journal Constitution. He wants to show others if this former school teacher can do well financially, they can too! 
Rate, Review, & Follow on Apple PodcastsMoney Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest websites:
The Wealthy Teacher: Lessons for Prospering on a School Teacher's Salary
https://www.facebook.com/mentorogroup
https://www.instagram.com/mentorogroup/
https://twitter.com/mentorogroup
https://www.linkedin.com/company/mentorogroup/mycompany/

With kids home from school, vacations in full swing, and wedding season upon us, it seems like summer brings a flurry of expenses. Despite the season’s slower pace in other areas, summer can be financially demanding.
In today’s episode, I’ll share five practical tips and a useful tool to help you stay on top of your budget, avoid guilt and regrets, and truly enjoy your summer.
Anna's Takeaways:
Intro (00:00)Budget-Friendly Summer Activities For Families (04:55)Meal Planning And Prep For Summer (09:24)Reducing Waste, And Using Ai For Meal Planning (13:48)
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
 Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team with my son, everything I never learned as a kid.
Website & Links mentioned:
Monarch Money
EventBrite
Meal Lime
Care.com
Trip Advisor
Busy Toddler
All Recipes
Kids Eat In Color
Baby Foode
Next Door
Money Crashers
Honey For Discounts
Nerdwallet's Guide to Budgeting For Summer Activities
Budget Friendly Summer Activities

Today's special guest, Anthony Delauney is a seasoned financial advisor and the founder of Owning the Dash LLC, an organization dedicated to promoting childhood financial literacy and family financial freedom. He has authored award-winning children's picture books that teach essential money lessons, as well as financial self-help books for couples at different stages of their financial journey.
In today's episode, we dive into the best ways to start talking to your children about money, practical tips for making financial education fun and engaging, and common mistakes parents should avoid.
Stay tuned for an insightful conversation that will help you lay a strong foundation to raise money-smart kids.
Anna's Takeaways:
Intro (00:00)Teaching Children About Money Management (05:07)Money Management Through Storytelling (12:55)Storybooks & Allowances (17:48)The Importance Of Emotional Control When Making Financial Decisions (22:19)Good Money Habits & Avoiding Fear Of Judgment (27:20)Budgeting & Financial Literacy For Children (31:34)
Meet Anthony Delauney:
Anthony Delauney is a financial advisor and the founder of Owning the Dash, LLC, an organization dedicated to promoting childhood financial literacy and family financial freedom. Delauney has written a series of award-winning children's picture books that each teach basic lessons about money. He has also authored two financial self-help books geared toward helping young couples start their financial journey and toward helping older couples prepare for their transition into retirement. His 2022 self-help book The No-Regrets Retirement Roadmap was recognized by the Wall Street Journal as a 2022 Best Book About Aging and Retirement.  Anthony has worked in the financial services industry for over two decades and has acquired the professional certifications of Certified Financial Planner(TM) practitioner, Chartered Financial Consultant®, Chartered Retirement Planning Counselor(SM), Retirement Income Certified Professional®, and Behavioral Financial Advisor(TM). 
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!Links mentioned in this episode (can you please embed the links?)FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.

Guest website:
Website
a...

Have you ever considered how life insurance fits into your financial toolbox?
Many of my clients are currently navigating the application process, with some facing challenges because of their health. This has sparked a necessary conversation about the importance of life insurance in securing your family's financial future.
Whether you're new to life insurance or revisiting your policy choices, this episode is crafted to provide you with the insights you need.
Anna's Takeaways:
Intro (00:00)Life Insurance Options For Families (05:27)Financial Planning For Families (10:42)Term Life Insurance Policies And Their Benefits (16:33)Life Insurance Options And Their Financial Stability (20:42)The Importance Of Revisiting Policies As Life Changes (25:13)
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
 Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team with my son, everything I never learned as a kid.
Website & Links mentioned:
#056: Love is in the air, so is Life Insurance
#236 – Banking on Yourself: Mastering Wealth Building Strategies with Mark Willis, CFP
207 -Maximizing Overlooked Employee Benefits in Open Enrollment for Parents

"Banking on Yourself" --- Why is it gaining traction? What can it truly offer to your financial planning?
Join me as Mark Willis, a Certified Financial Planner and leading authority on this concept, reveals how you can use whole life insurance policies not just for assurance, but as a dynamic tool for building wealth.
How can this strategy help you save for retirement or your next car, or even your children's education? Discover the unique benefits and applications of banking on yourself with Mark Willis, and explore how you can take control of your financial future today.
Anna's Takeaways:
Intro (00:00)Saving And Recapturing Interest (02:01)Personal Finance And Retirement Planning (06:49)Using Whole Life Insurance As A Banking System (12:17)Life Insurance Benefits And Tax Advantages (15:42)Using Life Insurance Policies As Investment Buckets (21:54)No Credit Check Or Repayment Plan (27:29)Personal Banking System (30:35)Investment Vehicle (35:35)
Meet Mark Willis:
Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy and your future. 
Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive.  Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement

Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.

Guest Websites:
Lake Growth Financial Services: https://lakegrowth.com/
Not Your Average Financial Podcast: https://nyafinancialpodcast.com/
YouTube: https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ
LinkedIn: https://www.linkedin.com/in/marklakegrowth/
Twitter:https://twitter.com/LakeGrowth
Facebook: https://www.facebook.com/lakegrowth
Instagram:a...

It sounds simple, but why is saving money so challenging for many of us?
This episode features Anne Lester, former head of retirement solutions at JP Morgan, who brings both personal experience and professional expertise to the discussion. Anne explores the psychological barriers that complicate saving, such as anxiety and shame, and shares effective strategies to overcome these hurdles.
Discover actionable tips like automating your savings to simplify financial decisions and learn about practical ways to enhance your savings habits for a secure future.
Anna's Takeaways:
Intro (00:00)Personal Finance, Savings + Spending Habits (08:53)Money Types (12:33)Managing Spending Habits + Creating Savings Guardrails (16:55)Small Changes Lead To Significant Savings (22:14)Finding Joy In Everyday Life (26:08)Saving + Investing For Retirement (30:45)
Meet Anne Lester:
Anne Lester is a retirement expert, author of Your Best Financial Life, media commentator, top-rated speaker and former Head of Retirement Solutions for J.P. Morgan. She co-founded The Aspen Leadership Forum on Retirement Savings with AARP. Anne is on a mission to help rising leaders retire on their time and target. 
Rate, Review, & Follow on Apple Podcasts
Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.
Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest Websites:
Website: https://annelester.com/