Money Boss Parent

Anna Sergunina
  • 5.0 (33)
  • INVESTING
  • UPDATED WEEKLY
Money Boss Parent

Our lives are busy, and it can be tough to find time to focus on your finances! But we all know that what we focus on in our lives is what ends up taking priority. Money is no different! The good news is that you don’t have to spend multiple hours each day focusing on your finances in order to find financial success. Smart Financial Decisions are for you and I and our everyday life, You don’t even have to be rich to start building your very own Money Roadmap to achieve your financial goals. Taking a small amount of time each day, or each week, to check in with your goals, track your progress, and plan ahead can make a huge difference. This show is here to help you gain the clarity and confidence you need to start making Smart Financial Decision. Your host, Anna Sergunina, CFP®, is a fee-only financial planner at MainStreet Financial Planning, Inc. A mother, a wife and a business owner who wants you to live your Best Financial Life as she is running with you side by side. In each episode, she’ll be sharing practical money tips, to help busy families, just yours and mine get their very own money to flow, figure how they can gain financial confidence and clarity, get actionable tips, and learn from the best experts on how to stop trading time for money. We’ll definitely get to talk about major life milestones such as how to get a jump on retirement plan and saving for your kids’s education expenses at the same time making sure we are Balancing between living today and planning for the future. She will share ideas, stories, and tough lessons learned. We will celebrate your financial wins together and will hold a Money Date. Ready to dive in? Let’s go!

  1. #261 – Family expanding: How to Financially Plan for New Baby Expenses

    9 HR. AGO

    #261 – Family expanding: How to Financially Plan for New Baby Expenses

    Exciting news—I’m expecting baby #2! In this episode, I’m sharing the key financial steps to take before and after welcoming a new baby. Drawing from my experience with my first child, I’ll cover how to evaluate how much time off you can afford, adjust your budget for a growing family, ensure proper medical and life insurance coverage, and plan for new expenses like child care and education savings. I’ll also discuss updating health insurance, reviewing estate planning documents, and setting up education savings for your little one’s future. These steps can help you feel prepared and reduce financial stress during this exciting life change. As I prepare for my baby’s arrival, I’ll be taking some time off and sharing some of my best episodes for holiday listening. Fresh episodes will resume in early 2025—stay tuned! If you find this episode helpful, share it with a parent or parent-to-be, and let’s build strong financial foundations together. Anna's Takeaways: Pregnancy Announcement (00:00)Financial Planning Before the Baby Arrives (02:55)Enjoying the Newborn Phase and Long-Term Planning (09:23)Navigating the Holiday Season and Family Dynamics (10:00) 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. FREE DOWNLOAD: "How to Get Your Money in Order as a New Parent" Take the first step toward becoming a money boss for your family with this essential guide to adapting to your new financial reality.

    37 min
  2. #260 – Do Business Like a Mother: Finding Harmony in the Chaos with Jen Morris

    NOV 14

    #260 – Do Business Like a Mother: Finding Harmony in the Chaos with Jen Morris

    Today’s guest is Jen Morris, a seasoned entrepreneur, professional actor, and founder of Renegade Motherhood, a brand dedicated to empowering moms to build successful businesses while raising the next generation. Together, Jen and I unpack what it means to "do business like a mother," discussing how women, especially moms, bring unique strengths like empathy, problem-solving, and multitasking to their careers; while also exploring the hidden challenges—like burnout, setting boundaries, and balancing ambitions with personal goals. For any mom juggling family life with business aspirations, this episode offers invaluable advice on navigating both worlds. Anna's Takeaways: Intro (00:00)The Power of Motherhood in Business (05:41)Setting Personal and Professional Goals (13:11)Practical Tips for Balancing Work and Life (14:58)Building a Supportive Community (25:31)Jen's Community: Renegade Motherhood and Mother Mind Collective (26:14)The Role of Community in Overcoming Challenges (33:33) About Jen Morris: Jen Morris has been birthing ideas, raising businesses and blazing trails for nearly two decades.  As the founder of Renegade Motherhood, she is committed to elevating, amplifying​ and connecting moms in business.  Jen is a natural storyteller and public speaker and is obsessed with bringing people together. 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: 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: Instagram: https://www.instagram.com/renegade.motherhood Website: https://www.renegademotherhoodlife.com/collective https://www.renegademotherhoodlife.com/collective Personal Gmail: jen@meetjenmorris.com

    38 min
  3. #259 - Launching into Adulthood: How to Support Your Young Adult's Journey to Financial Independence with Tess Brigham

    NOV 6

    #259 - Launching into Adulthood: How to Support Your Young Adult's Journey to Financial Independence with Tess Brigham

    Guiding young adults toward financial independence is not an easy path. Enter Tess Brigham, a seasoned psychotherapist and certified coach known as the “Millennial Therapist” and together, we dive into what it means to truly “launch” our kids in today’s world, where rising costs, student debt, and shifting job markets can make this transition more challenging than ever. Tess shares that the first step in helping young adults find their footing begins not with them, but with us, the parents. She reminds us of the importance of nurturing ourselves, emotionally and financially, so we can model resilience and responsibility for our children. If you’re looking for a fresh perspective on how to support your young adults during these formative years, this episode is packed with practical advice and comforting reassurance.  Anna's Takeaways: Transitioning Young Adults to Financial Independence (00:00)Parental Challenges and Self-Care (03:54)Financial Considerations for Parents (08:30)Young Adults' Perspectives and Generational Differences (11:50)Educating Young Adults on Personal Finance (16:24)Balancing Support and Independence (19:07)Navigating College Decisions and Debt (23:04)Parental Guilt and Self-Blame (31:04)Supporting Young Adults Through Coaching (32:49) Tess Brigham (MFT, BCC) dubbed the “Millennial Therapist” by CNBC is an expert psychotherapist, certified coach, author and Tedx speaker. She specializes in helping young adults discover their unique life path in order to go out into the world and make an impact. Based in the San Francisco Bay Area, Tess has over 20 years of experience and is a regular contributor at both CNBC and Forbes. 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: Instagram: https://www.instagram.com/tess_brigham/ LinkedIn: https://www.linkedin.com/in/tessbrigham/ Youtube: https://www.youtube.com/@tessbrighamtherapistcoach1794 Facebook: a href="https://calendly.com/url?q=https%3A%2F%2Fwww.facebook.com%2FTessBrighamcoaching" rel="noopener noreferrer"...

    40 min
  4. #258 - How to Teach Children Money Management With Halloween Candy | Revisited

    OCT 30

    #258 - How to Teach Children Money Management With Halloween Candy | Revisited

    It’s October, and you know what that means—spooky season is officially here! Between costumes, parties, and the excitement of trick-or-treating, your kids are about to score a mountain of candy. But what if you could turn that sugar stash into more than just a sweet treat? This Halloween, let’s use all that candy to sneak in some fun, practical lessons about money management! Join me for six creative ways to introduce your kids to essential money concepts. Anna's Takeaways: Using Halloween Candy to Teach Money Lessons (02:42)Motivation and Effort for Candy (04:48)Saving vs. Spending Concepts (05:51)Budgeting vs. Binging (07:41)Teaching the Concept of Taxes (08:41)Investing Concepts with Candy (09:11)Charitable Intentions and Sharing (10:44) 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!Links mentioned in this episode 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.

    12 min
  5. #257 - Fit, Strong & Guilt-Free: Coach Jordanna’s Guide to Transforming Your Body After 40

    OCT 23

    #257 - Fit, Strong & Guilt-Free: Coach Jordanna’s Guide to Transforming Your Body After 40

    In today’s episode, I sit down with Coach Jordanna, a body transformation expert who helps women in their 40s and beyond build strength, shed weight, and embrace a guilt-free approach to eating.  Together, we explore how the same principles we use for financial planning—like setting clear goals, staying disciplined, and overcoming setbacks—can be applied to fitness and well-being. Whether you're starting fresh or fine-tuning your goals, this conversation will inspire you to approach both your health and finances with intention and show you that it’s never too late to begin. Anna's Takeaways: Journey into Fitness Coaching (02:53)Comparing Financial and Fitness Planning (03:25)Overcoming Self-Sabotage and Building Discipline (05:52)Handling Setbacks and Staying on Track (30:24)Addressing Common Misconceptions and Long-Term Goals (31:37)Components of Jordana's Fitness Program (33:27)Handling Emotional Eating and Slip-Ups (33:40)Balancing Fitness and Longevity (33:55) About guest Coach Jordanna is an online body transformation coach specializing in working with women in their 40's and beyond to lose weight, gain strength and eat guilt free. After 15 years in corporate marketing she began a second career as a Coach. Combining her lived experience as a working mom and her knowledge in personal training/nutrition and eating psychology, Jordanna has transformed the lives of hundreds of her clients.  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 @jordannanativ on IG @CoachJordanna on Facebook coachjordanna.ca on the web The Vault Resources https://view.flodesk.com/pages/649efe355fbda70a14000fd4 https://www.getsculpted.ca/

    38 min
  6. #256 - Open Enrollment Revisited: Maximizing Employee Benefits for Families

    OCT 16

    #256 - Open Enrollment Revisited: Maximizing Employee Benefits for Families

    It's that time of year again—when we revisit the benefit options that can really shape your family's financial future. In this episode, we went beyond the basics like life insurance, health, dental, and vision coverage, and took a closer look at some of the often overlooked benefits that can make a big difference in your family's finances. If you missed it the first time or need a refresher, now's your chance to tune in and discover the benefit options that could have a major impact on your financial well-being for the upcoming year. Anna's Takeaways: Intro (00:00)College Savings Plans (05:50)Legal Service Plans (09:23)Mental Health and Wellness Programs (11:47)Work-Life Balance Incentives (14:39) 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 Download: Looking for how to get your money in order as a new parent?

    22 min
  7. #255 - Empowering Families Through Holistic Living and Leadership with Dr. Autumn Swain

    OCT 9

    #255 - Empowering Families Through Holistic Living and Leadership with Dr. Autumn Swain

    In this episode of the Money Boss Parent Podcast, I chat with Dr. Autumn Swain, an entrepreneur, educator, and mom who’s all about helping families live healthier, more balanced lives. With her background in transformational leadership, Dr. Autumn shares some amazing tips on how parents can prioritize self-care while also teaching their kids important leadership skills. We talk about finding time for wellness, building healthy habits as a family, and the power of leading by example. Tune in for simple but powerful ways to create more balance in your life and set a strong foundation for your kids. Anna's Takeaways: Dr. Autumn Swain's Journey and Background (02:53)Practical Steps for Parents to Prioritize Wellness (06:34)Leading by Example and Encouraging Curiosity (19:26)Stress Management and Coping Strategies (19:42)Setting Goals and Bridging the Gap (21:58)The Playground Leader and Raising Future Generations (29:27)Actionable Steps for Listeners (34:22) Meet Dr. Autumn Swain: Dr. Autumn Swain is an entrepreneur, educator, and author, as well as a mom and devoted community member focused on empowering people to live holistically healthy lives. With a Doctorate in Transformational Leadership, her passions include discovering and integrating sustainable strategies that help individuals and teams achieve a greater level of wholeness and shalom, and supporting leadership development among youth and families, which she discusses in depth in her book, The Playground Leader. 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! Links mentioned in this episode 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 https://www.autumnswain.com/ Book: The Playground Leader: Life-Changing ABC's for the Whole Family: https://amzn.to/3AYEG9a Podcast: The Aligned Living with Dr. Autumn

    42 min
  8. #254 - Unlocking the Power of Health Savings Accounts (HSAs)

    OCT 2

    #254 - Unlocking the Power of Health Savings Accounts (HSAs)

    In this episode of the Money Boss Parent Podcast, I’m excited to dive into a tool that can really help you manage your healthcare costs—Health Savings Accounts, or HSAs. We’re going to break down how HSAs work, why they’re so useful, and how they can do more than just cover medical bills—they can actually help you save and invest for the future. I’ll walk you through how to qualify for one, the benefits of having an HSA, and how you can make the most of that triple-tax advantage. Whether your employer offers an HSA or you’re thinking about opening one on your own, I’ve got tips to help you make the most of it. Anna's Takeaways: Intro (00:00)Tax-Advantaged Nature of HSAs (03:15)Investment Strategies for HSAs (07:07)Choosing HSA Providers (16:31)Qualified Medical Expenses and Documentation (17:06)Long-Term Investment Strategies for HSAs (20:44) 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!Links mentioned in this episode 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. Where to open HSA accounts: Fidelity HSA - https://www.fidelity.com/go/hsa/why-hsaLively - https://livelyme.com/Health Equity: https://www.healthequity.com/HSA Bank: https://www.hsabank.com/HSABank/Home-Page.html

    25 min
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5
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About

Our lives are busy, and it can be tough to find time to focus on your finances! But we all know that what we focus on in our lives is what ends up taking priority. Money is no different! The good news is that you don’t have to spend multiple hours each day focusing on your finances in order to find financial success. Smart Financial Decisions are for you and I and our everyday life, You don’t even have to be rich to start building your very own Money Roadmap to achieve your financial goals. Taking a small amount of time each day, or each week, to check in with your goals, track your progress, and plan ahead can make a huge difference. This show is here to help you gain the clarity and confidence you need to start making Smart Financial Decision. Your host, Anna Sergunina, CFP®, is a fee-only financial planner at MainStreet Financial Planning, Inc. A mother, a wife and a business owner who wants you to live your Best Financial Life as she is running with you side by side. In each episode, she’ll be sharing practical money tips, to help busy families, just yours and mine get their very own money to flow, figure how they can gain financial confidence and clarity, get actionable tips, and learn from the best experts on how to stop trading time for money. We’ll definitely get to talk about major life milestones such as how to get a jump on retirement plan and saving for your kids’s education expenses at the same time making sure we are Balancing between living today and planning for the future. She will share ideas, stories, and tough lessons learned. We will celebrate your financial wins together and will hold a Money Date. Ready to dive in? Let’s go!

Information

  • Creator
    Anna Sergunina
  • Years Active
    2020 - 2024
  • Episodes
    263
  • Rating
    Clean
  • Copyright
    © Copyright 2024 Anna Sergunina
  • Show Website
    Money Boss Parent

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