PODCAST · business
Money Boss Parent
by Anna Sergunina
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 episo
Episodes
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#270 – The Childcare Dilemma: Navigating Nannies and Daycare with Expert Advice
Finding the right childcare option is one of the biggest decisions parents face. Whether you’re juggling a career, running a business, or navigating a life transition, ensuring your child receives quality care is a top priority. But how do you know what’s best for your family—hiring a nanny,...
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#269: Self-Care For Women [RERUN]
In this week's episode, I’m sharing some reflections on self-care, a topic that’s been on my mind as I care for my newborn, Alice. I’ve been re-evaluating lately how I make time for myself, and I want to encourage you to do the same. With International Women’s Day around the corner, this is the...
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#268 – Taming Photo Overload: Organizing Memories and Building Family Connections with Cathi Nelson
Today, we're diving into a topic that every parent can relate to: managing the overwhelming number of photos and videos we take of our kids and lives. With more than 1.8 trillion photos snapped worldwide every year, it's easy to feel buried in digital (and physical) memories. That’s why I’m...
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#267 – Workday Wins: How Parents Can Boost Productivity and Reclaim Time at Work with Leslie Shreve
Today, we're tackling an issue that hits home for so many of you, overwhelmed by endless to-do lists, emails, and the constant juggling between work and family. Joining us as Leslie Shreve, founder and CEO of Productive Day® and creator of Taskology: The Science of Getting Things Done. Leslie has...
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#266 – [REPLAY] Build Better Financial Systems for 2025
In this rerun, we dive into the mechanics of turning your 2025 goals into real, tangible achievements. We explore tried-and-true tools and methods that have helped countless clients (and ourselves) stay on track, while also breaking down how to maintain consistent financial discipline. Whether...
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#265 – [REPLAY] Kickstart Your Financial Success in 2025 | PART 1
As we dive into a brand new year, it’s the perfect time to revisit the essentials of building healthy financial habits. In this rerun, we explore how setting SMART goals and making small, intentional changes can lead to lasting financial success. Whether you're refining your goals or taking the...
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#264 – [REPLAY] Gift Ideas for Kids That Grow with Them
As we look ahead to a new year, we’re bringing back a timeless favorite that’s perfect for parents who want to set their children up for lifelong financial success. Originally aired during the holiday season, this episode explores meaningful ways to give gifts that last far beyond the wrapping...
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#263 – [REPLAY] Year-End Financial Checklist for Families: Year End Planning
Welcome back to the Money Boss Parent Podcast! With the holidays just around the corner, it’s easy to let financial planning take a backseat, but this time of year offers the perfect opportunity to set yourself up for success. Today, I want to share a few year-end money goals I’m personally…
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#262 – What Financial Risks Should Parents Be Ready to Take with Amanda Neely
Today we’re diving into managing financial risk to build a secure future. Joining me is Amanda Neely, Certified Financial Planner™ and CEO of Wealth Wisdom Financial, who specializes in helping families navigate financial planning with practical strategies that minimize unnecessary risk. Amanda...
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#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...
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#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...
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#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…
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#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…
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#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,...
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#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…
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#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...
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#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...
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#253 – How to Lead, Not Just Parent, with Thomas Pfanner
In this episode of the Money Boss Parent Podcast, I chat with Thomas Pfanner, better known as the Leadership Dad, about how parenting and leadership go hand in hand when it comes to preparing our kids for the real world. Thomas, who became a dad at just 18, shares his story of overcoming...
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#252 – How to Prepare for Lower Interest Rates
With the Federal Reserve's upcoming meeting, possible changes in the rates are on the horizon, and now is the time to prepare. In today's episode we’ll cover how these rate adjustments can affect your savings, debt, and investment strategies. From maximizing your high-yield savings accounts and…
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#251 - Prepare For The Sandwich Years Of Caring For Children And Aging Parents
In this episode of the Money Boss Parent Podcast, I explore the challenges of the "sandwich years," where many of us find ourselves caring for both our children and aging parents. Joined by Abbe Large, Managing Director at Lennox Advisors, we discuss the financial and emotional complexities of...
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#250 – Thank You, Listeners! Reflecting on 250 Episodes of Financial Growth
In this special 250th episode I’m highlighting three key areas that have resonated most with you: Parent Finances, Kids and Money, and Lifestyle topics like goals, health, and finding passion. Thank you for being a part of this podcast, whether from the start or just joining. Your support has…
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#249 – I Ran My 1st Marathon
In this episode of the Money Boss Parent Podcast, I’m thrilled to share the journey of running my first marathon. From the early stages of training to crossing the finish line at the San Francisco Marathon, this experience pushed me beyond my comfort zone, teaching me valuable lessons about...
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#248 – Money Skills for Kids Ages 5-8
With my son, Liam, about to start kindergarten, I’ve been thinking a lot about how to introduce him to money in a way that makes sense for his age. I’ve started with simple things like using tooth fairy money and playing with a toy cash register, which has been a fun way to help him grasp basic...
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#247 - Transforming Education: The Power of Youth Coaching with Joel Nicholson
How can personalized coaching truly transform a student's educational journey? Why do students need a coach, and when is the ideal time to start? These are just a few of the intriguing questions we’re diving into in today’s episode. My guest, Joel Nicholson, will share his thoughts on the gaps in...
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#246 - Back-to-School Financial Literacy: Essential Tips for Parents and Kids
As we draw nearer to the back-to-school season, how can we make learning about money fun and engaging for our kids? In this episode, we'll explore essential books for parents and kids, online tools, and even California's latest financial literacy initiatives that offer you the support you need....
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#245 – Rediscovery in Mid-Age: Navigating Perimenopause and Financial Wellness
Today, we have a special guest, Amita Sharma co founder of NourishDoc, joining us to discuss the intersection of midlife, perimenopause, and financial wellness. Inspired by her own journey, Amita has created a holistic wellness platform to support women navigating this significant stage of life.…
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#244 – 529 Plans vs. Coverdell ESAs, Prepaid Tuition, Custodial, and Investment Accounts
Today we're continuing our discussion on comparing 529 college savings plans with other alternatives that parents might want to consider. In this episode, we delve into less traditional options such as Coverdell Education Savings Accounts (ESAs), prepaid tuition plans, custodial, and general...
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#243 – Mastering College Planning with Ann Garcia
I’m super excited about today’s episode because we have the amazing Ann Garcia, also known as The College Financial Lady, joining us and we’re diving into all things college planning! Ann is a certified financial planner and the author of How to Pay for College who is a sought-after expert that…
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#242 - Celebrating Financial Independence
Today we have a special Fourth of July episode focused on financial independence where we'll explore what it means, how to achieve it, and why it's essential for your family. Drawing parallels between our forefathers' quest for freedom and personal finance, we'll delve into the historical context...
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#241 – Which is Better for College Savings? 529 Plans vs. Roth IRAs & Real Estate
While 529 college savings plans are popular for their tax benefits and flexibility, it's worth exploring other avenues to give your family more opportunities and variety for saving for your kids' college education. Today we are looking at Roth IRAs and real estate which offer unique benefits…
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#240 – From The Classroom to Financial Freedom Lessons with Danny Kofke
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...
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#239 – How To Stay On Top Of Your Budget This Summer
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...
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#238 - Childhood Financial Literacy with Anthony Delauney
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...
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#237 - Life Insurance Made Simple: Securing Your Family's Future
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...
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#236 – Banking on Yourself: Mastering Wealth Building Strategies with Mark Willis, CFP
"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…
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#235 – Saving Smarter With Anne Lester
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...
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#234 – 5 Strategies to Escape Credit Card Debt
Popular Debt Management Strategies. 1. Debt Settlement: Debt settlement involves negotiating directly with creditors to pay a reduced amount on your credit card debt. It's not guaranteed to be accepted by lenders and can negatively impact your credit score. It's not the quickest method and...
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#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…
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#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...
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#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…
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#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,...
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#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...
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#228 - Navigating Bay Area Real Estate in 2024 with Anna Fine
Today I dive into the world of real estate with the remarkable Anna Fine, a seasoned real estate agent with a wealth of experience in the competitive San Francisco Bay Area market. What makes the San Francisco Bay Area market so unique, and how can buyers and sellers best prepare themselves for...
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#227 – Self-Care For Women
Despite self-care's apparent necessity, it's alarming that only a third of women engage in regular self-care routines. This episode aims to shift that by offering practical advice on allocating 5-10% of our income to self-care and managing our time effectively, drawing from transformative…
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#226 – Building Stand Out Leaders: Nurturing Exceptional Kids with Audra and Matt Karam
In this episode, I am joined by Audra and Matt Karam, a dynamic duo who blend their backgrounds in child life and finance into a pioneering curriculum aimed at cultivating character and leadership in young children. Together, we explore how their experiences—from running a martial arts school to...
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#225 – Budget-Friendly Bash: A Parent’s Guide to Planning Kid’s Parties with Ease with Elizabeth Cates
Welcome Elizabeth Cates, an influencer and event director, here to share insights from her book, "#The Budget Bash: A Guide to Planning Children’s Parties on a Budget." Whether planning your child's next birthday or seeking tips to elevate your event planning without breaking the bank, this…
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#224 - Unlocking Financial Intimacy: A Guide to Money Dates
Money Dates aren't just about numbers; they're about strengthening your relationship through open communication and shared financial goals. Here's how to make the most of your money dates: Set the Mood: Create a special atmosphere to foster comfort and relaxation. Agenda: Outline topics to cover,...
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#223 – Health is Wealth
It's my birthday week, and this year, I'm keeping things low-key. Instead of big celebrations, I'm taking some time to reflect on what I want the year ahead to look like. In today's episode, we're talking about how our health connects to our wealth and financial success. I'll share what I'm doing...
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#222 – Decluttering for Clarity with Kitti Andrews
Today, we delve into the transformative power of decluttering with expert Kitti Andrews, who has dedicated 20 years to helping people escape overwhelm through organizing both their physical and mental spaces. Decluttering not only tidies up your environment but also brings clarity and a lemony,...
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#221 – Healthy Financial Systems in 2024 Part 2
In this week's episode, we delve deep into the mechanics of establishing effective financial systems, ensuring that the goals you've set for the 2024 don't just remain plans but turn into achievable successes. We'll discuss popular tools and methods that have worked wonders for our clients and...
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ABOUT THIS SHOW
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 episo
HOSTED BY
Anna Sergunina
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Frequently Asked Questions
How many episodes does Money Boss Parent have?
Money Boss Parent currently has 272 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Money Boss Parent 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...
How often does Money Boss Parent release new episodes?
Money Boss Parent publishes regularly with 272 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Money Boss Parent?
You can listen to Money Boss Parent on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Money Boss Parent?
Money Boss Parent is created and hosted by Anna Sergunina.
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