215 episodes
Money Boss Parent Anna Sergunina
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- Business
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5.0 • 18 Ratings
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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!
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#213 - Navigating the Mint.com Budgeting Platform Shutdown: Your Guide to What Comes Next
In this week's episode, I'll be addressing a significant change happening in the budgeting world.
Mint.com, one of my all-time favorite apps, is shutting down on December 31st. But don't worry, it's not disappearing completely; it's transitioning to another platform, Credit Karma.
To help you navigate this transition, I'll be sharing insights, tips, and considerations based on my own experience and those of my colleagues.
So if you're a Mint user wondering about the transition or someone looking to improve your financial tracking, this episode is for you.
Let's dive into the world of budgeting apps and make this transition as smooth as possible!
Anna's Takeaways:
Budgeting App Migration And Data Capture (1:31)Mint's Upcoming Changes And Data Availability (5:59)Transitioning From Mint To Credit Karma (7:44)Budgeting Apps And Tracking Expenses (12:13)
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 (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.Websites:
3 Alternatives to Mint.com - Article by Katherine Edwards, CFP
www.mainstreetplanning.com -
#212 - Unlocking the Health-Wealth Connection
Today we have an extraordinary guest with us, Melissa Dealley, an integrative mind-body health practitioner who helps her clients unearth the underlying causes of their health issues, achieve genuine healing, and cleanse their physical, mental, and emotional selves.
In this week's episode, we embark on an eye-opening journey, exploring the profound link between health and wealth. Discover how your well-being can wield a mighty influence on your financial success, and conversely, how your financial situation can impact your health.
Anna's Takeaways:
Holistic Health And Wellness (04:01)Blood Work And Other Tests For Holistic Health (09:03)Healthcare Costs And Long-Term Care Planning (13:33)Optimizing Health Through Detox And Lab Tests (16:59)Mental, Emotional, And Physical Detox Programs (22:00)Detox Programs And Gut Health (25:47)Health And Wealth With A Holistic Healer (31:47)
About Melissa
For health empowerment crusader Melissa Deally, your guided journey back to a vibrant, thriving, perfectly balanced state of wellbeing, mind, body, and soul is an attainable goal well worth every effort to achieve. Moreover, this elemental wellbeing is our birthright, deeply foundational to everything we could ever want in life, the solution to most if not all of the problems we are experiencing on every level.
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?
WHERE TO FIND MELISSA:
LinkTree
Quiz
Live-Well Program
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#211 - Maximizing 529 Plans: Tax Benefits and Best Practices (Part2)
Today, we're picking up where we left off, continuing our quest to unlock the secrets of choosing a college savings plan for your little scholars.
In my previous episode I laid out the groundwork, with those initial steps you need to kickstart your college savings journey. If you missed it, don't fret; there's still time to go back and catch up.
This week I'm sharing the nitty-gritty details on how to select the ideal plan and supercharge your savings game with a few tips and tricks straight from my family's playbook.
Let's dive in and explore the possibilities.
Anna's Takeaways:
College savings plans with investment options (05:04)Maximizing savings (08:59)Saving for college (14:25)Start Early (18:58)
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:
Best of 2023 College Savings Plans: https://www.savingforcollege.com/article/how-to-choose-the-best-529-plan-for-you
Bank Rate: https://www.bankrate.com/investing/best-529-plans/
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. -
#210 - 529 College Savings Plan: Getting Started [Part 1]
In today's episode, I'm delving into the world of college savings plans, and more specifically the 529 college savings plans.
So, whether you're a parent planning for your kid's college journey or simply looking for some insights on what that can look like down the road, join me for today's conversation.
Anna's Takeaways:
College Savings Plans And Their Benefits (00:02)Types of Plans And Their Benefits (04:47)Plans With Tax Benefits, Flexibility, And Ease Of Use (08:49)Speaking To A Financial Advisor (13:06)529 College Savings Plans And Their Fees (17:28)
Rate, Review, and 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? -
#209 - Nurturing Healthy Habits in Children: Empowering Families for Well-being with Alicia Mazari
Are you tired of the dinner table battles and trying to teach your kids to eat well? In this episode of the Money Boss Parent Podcast, we're diving into the world of childhood nutrition with seasoned University instructor and holistic nutrition coach, Alicia Mazari.
With over 25 years of experience and more than a decade focused on coaching families, Alicia understands the frustration of watching your child turn away from nutrient-rich foods in favor of sugary snacks, and the constant worry about their nutritional needs.
Join us for this enlightening conversation full of tips and actionable strategies and together let's embark on a journey toward a happier, healthier, and more nourished family life.
Anna's Takeaways:
Healthy Habits For Families (02:58)Getting Kids To Eat Vegetables (08:00)Healthy Eating Habits For Kids And Adults (13:19)Nutrition (20:56)Saving Money By Making Food At Home (31:15)Reducing Sugar Intake (34:44)Overall Health (40:46)
About Alicia Mazari
Alicia has been a university instructor for 25+ years, and a holistic nutrition coach for 12+ years. She has enjoyed seeing families transform their habits and reducing tantrums and food fights. She loves teaching the kids and families to explore new food playing through her Happy Healthy Kids Adventure program, a step-by-step learning program that allows kids and their parents, to realize that creating healthy habits completely transforms their home environment and their relationships.
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?
WHERE TO FIND Alicia Mazari
Website
Instagram
Program
Facebook
Free Gift -
#208 - How To Achieve Balanced Lifestyle For Overall Health with Dr. Bryana Gregory
Today we're diving headfirst into the world of overall wellness, shedding light on how our health system directly impacts our daily lives and emotions --- and peeling back the layers on the broken aspects of our medical system to uncover the often overlooked, deeper issues that deserve our attention.
However, this episode isn't just about talk; my guest Dr. Bryana Gregory is here to empower you with practical steps to kickstart your own journey toward better health and a more fulfilling life.
So, whether you're a seasoned wellness enthusiast or just beginning to explore this path, join us - your holistic well-being is just one click away!
Anna's Takeaways:
Holistic Health And Wellness (05:40)Addressing Physical Health Issues Through Lifestyle Changes (11:08)Holistic Health And Wellness Practices (14:35)Managing Overwhelm (18:50)Integrating Wellness Into Medical System (23:25)Holistic Healthcare And Wellness Coaching (28:13)
About Dr. Bryana
Dr. Bryana works with high-achieving women, helping them squash overwhelm and live their most healthy, abundant and fulfilling life. Bryana is a formally trained pharmacist practicing in the holistic medicine space, where she focuses on healing women from the inside out. Struggling with her own health challenges in the past, she was failed by conventional medicine - which led her to coaching other busy working female professionals to get healthy. Bryana's passion is leading women to realize their potential in health and living out a rich lifestyle, full of purpose. She believes that within each one of us, there is an untamed, refined, unstoppable woman longing to show up as her most abundant self.
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?
WHERE TO FIND Dr. Bryana Gregory:
Website
Instagram
TikTok
Facebook
Youtube
Customer Reviews
Wish I had this podcast when I was younger
It is so important to be financially responsible as parents and to teach our children to be financially responsible too. Anna helps break down the difficult to easily share and educate us and our children. This is a must listen to podcast. You financial life will change for the better!
More than Money
Anna knows that financial success isn’t only about money and seeks out perspectives that enhance your whole life.
Interesting and informative podcast!
Anna does a great job of making financial information accessible and easy to understand. I’ve enjoyed listening to several episodes, and really love the thoughtful questions she asked when I was a guest on the podcast talking about conversations with aging parents about money. Highly recommend this podcast to anyone wanting to make wise decisions with their finances!