236 episodes

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!

Money Boss Parent Anna Sergunina

    • Business
    • 5.0 • 26 Ratings

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!

    #234 - 5 Strategies to Escape Credit Card Debt

    #234 - 5 Strategies to Escape Credit Card Debt

    Anna's Takeaways:
    Popular Debt Management Strategies:
    Debt Settlement: Overview of how negotiation works, its risks, and potential costs.Credit Counseling: Benefits of getting professional guidance to manage debt and potential fees involved.DIY Debt Management: Tips on managing debt independently through budgeting and expense management.Debt Consolidation Loan: Explanation of consolidating multiple debts into one loan to simplify payments.Credit Card Balance Transfer: Advantages of transferring balances to a card with a lower interest rate and introductory 0% APR.
    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.
    Websites Mentioned on the Show:
    Nerdwallet.com has a great resource for finding a 0% credit card to transfer your balance.

    • 17 min
    #233 - How to Help Women to Support Their Men to be Physically + Financially Healthy with Bradley Jarryd

    #233 - How to Help Women to Support Their Men to be Physically + Financially Healthy with Bradley Jarryd

    Today we're exploring how to support your partner to be physically and financially healthy with financial and health expert; Bradley Jarryd.
    Listen in as Bradley shares his transformative journey from an overweight child to becoming a model and wellness advocate, emphasizing the importance of both financial prudence and physical health in strengthening relationships.
    Dig deeper into what it takes to create a supportive environment that fosters personal growth, health, and empowerment in partnerships and learn how balancing health and finances can enrich your relationship and lead to mutual empowerment.
    Anna's Takeaways:
    Intro (00:00)Why People Struggle With Both Health And Finances (07:26)Financial Struggles And How To Approach The Topic With A Spouse (13:09)Financial And Health Goals, Roles, And Accountability In Relationships (19:29)Health Transformation For Busy Fathers (23:35)Personal Development And Healthy Habits (29:05)Healthy Eating And Budgeting For Busy Professionals (33:14)Simple Habits And Mindset Changes (37:23)
    Meet Bradley Jarryd:
    Brad, born in South Africa and raised as a shy, overweight only child in Tampa, Florida, underwent a transformation driven by a desire to fit in, leading to a successful career in male modeling. Motivated by his observations of American financial habits compared to his immigrant parents', Brad became a certified Finance Coach in 2019. Recognizing the link between physical health and financial wellbeing, he co-founded Empower Men, aiming to assist busy professional husbands and fathers in achieving optimal health and financial stability while fostering a sense of brotherhood. Brad's mission is to cultivate a nation of healthier fathers, wiser husbands, and stronger contributors to family and community.
    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: @empowermen.co
    Website: https://empowermen.co/

    • 44 min
    #232 - Financial Things You Won’t Regret Buying

    #232 - Financial Things You Won’t Regret Buying

    Today we're shaking up traditional financial wisdom by exploring investments you never thought you needed but won't regret making.
    Curious about how these unconventional purchases can transform your budgeting strategies and offer a clearer path toward financial success? Join me as we unveil the power of smart spending on resources that do more than just save you money—they guide you toward making informed, impactful decisions for a brighter financial future.
    Anna's Takeaways:
    Intro (00:00)Budgeting Apps + Financial Planning Consultations (01:52)
      Monarch Money app You Need a Budget (YNAB) Tiller Money
    Financial Planners + Their Payment Structures (06:18)
    Garret Planning NetworkNational Association of Personal Financial Advisors (NAPFA)XY Planning Network
    Investing In Educational Resources + Legal Documents For Parents (08:38)Term Life Insurance + Its Importance (13:26)
    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:

    • 21 min
    #231 - Conscious Fashion & Living with Angela from Threads Worldwide

    #231 - Conscious Fashion & Living with Angela from Threads Worldwide

    Welcome back to the Money Boss Parent Podcast, where we explore the intersections of parenthood, entrepreneurship, and financial empowerment. Today, we're venturing into the vibrant world of conscious fashion and living with my guest, Angela Melfi, co-founder and CEO of Threads Worldwide. Angela is on a mission to connect consumers with women artisans from nine countries, including the United States, through fair trade practices that produce exquisite jewelry, home goods, and handbags.
    In this episode, we delve into how conscious consumerism can be seamlessly integrated into our daily lives.
    Get ready to reshape the way you shop and influence the legacy you leave for future generations to come.
    Anna's Takeaways:
    Intro (00:00)Starting A Fair Trade Business + Partnering With Women Artisans (02:37)Ethical Jewelry Making (06:40)Ethical Consumerism (13:10)Second-Hand Shopping (17:50)Clothing Rental Services (22:44)Travel, Business + Social Impact (27:01)Ethical Fashion + Empowering Women Through Fairtrade Products (30:16)
    Meet Angela Melfi:
    Angela is co-founder and CEO of a social impact company called Threads Worldwide and mother to a 4 and 7 year old. Angela is on a mission to create more life-changing work and connection with women in 9 countries (including here in the US) and does it through the fair trade of artisan crafted jewelry, home goods, and handbags. Today we are going to talk about Conscious fashion and living.
    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: @angela.threadsworldwide
    Instagram: @threadsworldwide
    Website: www.threadsworldwide.com - Use Promo Code "ANNA" to receive 20% off your order of Fairtrade earrings and necklaces through to the end of May.

    • 39 min
    #230 - Spring cleaning for your finances: 7 money moves to make right now

    #230 - Spring cleaning for your finances: 7 money moves to make right now

    As spring brings warmer weather and sunnier days, it also presents more opportunities to overspend. To combat this, it's time for some financial spring cleaning! Similar to tidying up our homes, we can freshen up our finances by revisiting goals, decluttering paperwork, adjusting withholdings, reviewing insurance policies, and even booking vacations early. These proactive steps help set us up for financial success in the season ahead.
    Anna's Takeaways:
    1. Revisit your resolutions
    2. Clean your financial 'junk drawer
    3. Invest in high-yield savings
    4. Review insurance policies
    5. Clean up your budget
    6. Get rid of unwanted subscriptions
    7. Book your 2025 vacation in 2024
    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!
    GRAB your 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.
    Resources Mentioned:
    Find me on Instagram at @moneybossparent and DM me work “HYSA” and I’ll send you a list of my top 5 favorite places where you can open a High Yield Savings Account.Monarch Money - Spending Tracking App

    • 20 min
    #229 - Unlocking Tax Benefits: Strategies for Families with The Tax Goddess Shauna A. Wekherlien, CPA

    #229 - Unlocking Tax Benefits: Strategies for Families with The Tax Goddess Shauna A. Wekherlien, CPA

    Ever wondered how to assemble an elite tax team or the intricacies of working with a strategic tax coach to drastically reduce your tax burden?
    Listen in as my guest, Shauna A. Wekherlien, CPA peels back the curtain on these topics and more, offering her expert predictions for 2024 and sharing valuable insights on deductions and credits you're likely missing.
    From navigating financial windfalls like selling a business or property to innovative strategies for business owners and side hustlers—like hiring your children or even writing off your dog—Shauna promises legal, effective tactics to lighten your tax load.
    If you're ready to transform your approach to taxes and uncover strategies to keep more of your hard-earned money in your pocket, this episode is a treasure trove of wisdom you won't want to miss.
    Anna's Takeaways:
    Intro (00:00)Minimizing Tax Burden (01:36)Building A Team Of Professionals (04:18)Working With CPA’s (10:17)Tax Strategies For Individuals And Businesses (13:41)Starting A Business + Using Children In Tax-Free Income (19:09)Saving Money For Children's Education (25:21)Families With Businesses + Investments (28:07)529 College Savings Plans + Alternative Life Insurance Options (32:31)Families With Kids (38:12)Strategies For Significant Life Changes (41:04)
    Meet Shauna A. Wekherlien, CPA:
    Shauna A. Wekherlien, CPA, MTax, CTC, CTS, commonly known as The Tax Goddess, is a US’ Top 1% ranked, highly sought-after Tax Strategist. She is passionate about helping successful business owners, entrepreneurs, and high-wage earners reduce their tax burden. Having founded Tax Goddess Business Services, PC in 2004, she has built a large global team of tax specialists who use "plain language" (not tax code) to help her clients create tax opportunities and manage tax risk legally.
    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
    FREE Chapters of the new book “The 6 % Life”
    Facebook Page - https://www.facebook.com/thetaxgoddess
    Instagram Page - https://www.instagram.com/thetaxgoddess/
    Twitter - https://twitter.com/TaxGoddess
    Linkedin -...

    • 53 min

Customer Reviews

5.0 out of 5
26 Ratings

26 Ratings

Author817 ,

So good!!

I love this podcast! Anna is clear and effective. She wants her audience to succeed!

TammyGold ,

Excellent Parent Resource

Navigating the intersection of financial planning and parenting just got WAY easier and more fun with this podcast in my back pocket. Anna gathers a wide variety of experts who have a passion for helping parents get financially empowered. I especially appreciate the episodes that guide parents to resources that can help children with math and the financial basics.

Bdecomar ,

Heart to help

Anna truly wants her audience to thrive in life and it shows in the value she provides in each episode and the guests she brings on.

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