172 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 Anna Sergunina

    • Kids & Family
    • 5.0 • 10 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!

    Student Loan Debt Relief Plan

    Student Loan Debt Relief Plan

    Recently the big news came out from the White House regarding the student loan forgiveness plan. I know there's a lot of information out there. So I wanted to chat a little about what is happening, what you need to know now and ... ... how does this really help you as a student with debt to forgive?

    • 13 min
    Money Moves After Interest Rate Hikes

    Money Moves After Interest Rate Hikes

    Today I want to go through four different typical debts that you might find on your financial books and share some specific steps you can take to be prepared for what may come our way.

    • 14 min
    Intersection of Life & Money Planning My Interview on Dreams & Detours Podcast

    Intersection of Life & Money Planning My Interview on Dreams & Detours Podcast

    Join me today as I guest on Susan Montanaro's podcast "Dreams and Detours" to talk about the importance of taking charge of your financial planning.

    • 31 min
    Resetting Finances After Move

    Resetting Finances After Move

    Moving is never fun but sometimes necessary and with it comes many adjustments that can take a good few months to settle into. Especially if your move includes selling your current home and buying your next one.

    It is for this reason that I have been in and out with the show for the past 3 months. Not only did we move, but we switched towns within the same state. We have been settling into our new location and I am now finally ready to share with you more about how I am resetting my personal finances in the midst of this big change.

    • 16 min
    Money Story with Vida Jatulis

    Money Story with Vida Jatulis

    I love learning about people's money stories. It's fun to hear how they talk about money, experiences they have had with money, and what they want to do better with their money in the future. Today I'm connecting with my friend and colleague, Vida Jatulis to talk about how she became a financial planner and what her own money story is all about.

    Join us...

    • 39 min
    How to Pivot Effectively

    How to Pivot Effectively

    You may not even realize, but every single day, we are faced with making simple decisions from what to eat for lunch, what show should we watch, or what clothes to wear, through to making big decisions in our lives.

    But how do you know that you are on the right track? If you aren't heading down the right path then how do you adjust and correct course?

    Enter the pivot. Pivoting is what allows us to navigate the changes that come our way.

    • 33 min

Customer Reviews

5.0 out of 5
10 Ratings

10 Ratings

Bmsnyc ,

Amazing podcast!

Anna shares SUCH great finance (and other!) tips on this podcast. Her episodes are jam-packed with great info and tangible action steps that I can take away to make my life richer in many ways!

NFA Coaching | Dr. Amanda ,

Listen if you want more $ confidence!

Anna brings straight forward money conversations in this podcast to help listeners be more financially empowered. It’s awesome! Thanks for bringing value Anna. 🙏🏼💯

phoenix-joli ,

Gives me the info I need to get financially free

Anna doesn’t pull her punches and for that, I’m grateful. Money tends to put me on the defensive but solid information like this puts me back in the drivers seat of my future.