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Exciting newsâIâm expecting baby #2! In this episode, Iâm sharing the key financial steps to take before and after welcoming a new baby. Drawing from my experience with my first child, Iâll 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.
Iâll also discuss updating health insurance, reviewing estate planning documents, and setting up education savings for your little oneâs future. These steps can help you feel prepared and reduce financial stress during this exciting life change.
As I prepare for my babyâs arrival, Iâll be taking some time off and sharing some of my best episodes for holiday listening. Fresh episodes will resume in early 2025âstay tuned! If you find this episode helpful, share it with a parent or parent-to-be, and letâs 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 isnât teaching my son about Money. Itâs 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.
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Todayâs 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 challengesâlike 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, amplifyingâ 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 isnât teaching my son about Money. Itâs 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: [email protected]
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Fehlende Folgen?
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Guiding young adults toward financial independence is not an easy path.
Enter Tess Brigham, a seasoned psychotherapist and certified coach known as the âMillennial Therapistâ and together, we dive into what it means to truly âlaunchâ our kids in todayâs 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 youâre 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 âMillennial Therapistâ 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 isnât teaching my son about Money. Itâs 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:
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Itâs October, and you know what that meansâspooky 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, letâs 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 episodeFREE GUIDE- Kid Money Boss: School isnât teaching my son about Money. Itâs up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
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In todayâs 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 planningâlike setting clear goals, staying disciplined, and overcoming setbacksâcan 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 itâs 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 isnât teaching my son about Money. Itâs 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/
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It's that time of year againâwhen 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 Annaâs 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. Donât 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. Letâs thrive together on this incredible journey!
FREE Download: Looking for how to get your money in order as a new parent?
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In this episode of the Money Boss Parent Podcast, I chat with Dr. Autumn Swain, an entrepreneur, educator, and mom whoâs 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 isnât teaching my son about Money. Itâs 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
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In this episode of the Money Boss Parent Podcast, Iâm excited to dive into a tool that can really help you manage your healthcare costsâHealth Savings Accounts, or HSAs.
Weâre going to break down how HSAs work, why theyâre so useful, and how they can do more than just cover medical billsâthey can actually help you save and invest for the future. Iâll 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 youâre thinking about opening one on your own, Iâve 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 episodeFREE GUIDE- Kid Money Boss: School isnât teaching my son about Money. Itâs 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
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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 challenges, raising a blended family, and how those experiences shaped his approach to leadership and fatherhood. We dive into how he learned to guide his kids toward becoming confident, independent individuals, focusing on leading by example instead of just managing day-to-day tasks.
Whether itâs navigating teenage rebellion or building responsibility, this conversation offers practical advice for raising kids who are ready to tackle whatever life throws their way.
Anna's Takeaways:
Transitioning from Parenting to Leadership (04:28)Developing Skills and Independence in Children (08:01)Fast Paced World (14:44)Addressing Teenage Rebellion (23:44)The Role of Education in Child Development (29:23)The Upcoming Book: "Dads Who Lead" (36:48)About Thomas:
My guest today is Thomas Pfanner, the Leadership Dad.
Thomas is a Husband, Father of Three, combat athlete, and a former Division 1 Strength Coach. After becoming a father at 18 heâs overcome the adversity of being pushed out of his sonâs life and has since rebuilt a thriving blended family.
In his 7 years as a public educator, Thomas saw firsthand the stark gap in real-world readiness young men and women face today.
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 isnât teaching my son about Money. Itâs up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
Guest website
Free Leadership Assessment For Dads: https://dadswholead.com/
Podcast: https://podcasts.apple.com/us/podcast/dads-who-lead-podcast/id1617558505
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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 weâll cover how these rate adjustments can affect your savings, debt, and investment strategies. From maximizing your high-yield savings accounts and CDs to considering refinancing opportunities, I break down the steps you can take to stay ahead of the financial curve.
Join me as we discuss actionable strategies for making the most of falling rates while keeping your financial future on track.
Anna's Takeaways:
Evaluating Savings and Emergency Reserves (01:59)Managing Debt and Financial Statements (05:48)Investment Strategies and Long-Term Planning (13:53)Reviewing and Adjusting Investment Allocations (18:35)
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!FREE GUIDE- Kid Money Boss: School isnât teaching my son about Money. Itâs up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.Check for CD and High Yield Savings Accounts - https://www.bankrate.com/banking/cds/cd-rates/How to Review Your Credit Report ArticlePrevious Podcast: https://annasergunina.com/captivate-podcast/050-chicken-or-the-egg-paying-off-debt-vs-saving-in-emergency-reserves/5 strategies to escape credit card debts: https://annasergunina.com/captivate-podcast/234-5-strategies-to-escape-credit-card-debt/
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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 supporting two generations at once. Abbe shares her personal experience of caring for her father while balancing her own family, highlighting how proactive financial planning with tools like life insurance, long-term care, and disability policies can ease the burden.
We also touch on strategies for managing stress, setting boundaries, and starting difficult conversations with aging parents to ensure a smoother caregiving journey.
Join us for this insightful conversation filled with practical advice, personal stories, and actionable strategies that can help you navigate the sandwich years with confidence.
Anna's Takeaways:
Intro (00:00)Abbe's Personal Experience with the Sandwich Years (01:12)The Importance of Financial Planning (03:25)Breaking the Chain of Financial Silence (13:08)Balancing Personal and Family Finances (23:45)Estate Planning and Legal Documents (24:47)Navigating the Sandwich Generation (28:54)Resources and Tools for Financial Planning (32:40)Meet Abbe Large:
Abbe Large is a Managing Director at Lenox Advisors with three decades of experience dedicating herself to her clients' best interests. Abbe's personal experience with her father's pancreatic cancer journey ingrained how important the products and services she provides to her clients truly work. Specializing in financial, estate, and retirement services, she also assists corporate clients with strategic employee benefits. She was named on Forbes's Top Financial Security Professionals in both 2023 and 2022. A devoted family woman and active community member, she enjoys paddleboarding, skiing, and maintaining a healthy lifestyle.
Disclosures: *Riders are available at an additional cost. The products and/or certain features may not be available in all states. State variations will apply. Pending Expiration of TCJA**
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 isnât teaching my son about Money. Itâs up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.Guest website:
Website:
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In this special 250th episode Iâm 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 made this milestone possible, and Iâm excited to keep growing with you as we aim to live financially confident lives and raise financially savvy kids.
Now, letâs dive into the highlights from the past 250 episodes!
Anna's Takeaways:
Celebrating 250 Episodes (00:00)Lifestyle Goals, Health, and Finding Passion (04:13)Healthcare and Financial Decision-Making (05:45)Parent Finances and Building Financial Security (08:42)Raising Financially Savvy Kids (11:46)
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 isnât teaching my son about Money. Itâs up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.Podcast Episodes Shared:
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Goals, Health & Finding Passion
1. 191: How to Live a Life Without Goals with Derek Hagen
2. 193: Finding Your Passion and Achieving Financial Freedom with Hugh Zaretski
3. 208: How To Achieve Balanced Lifestyle For Overall Health with Dr. Bryana Gregory
4. 209: Nurturing Healthy Habits in Children: Empowering Families for Well-being with Alicia Mazari
5. 235: Saving Smarter With Anne Lester
Kids & Money
1. 198: Legacy Series: Should
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In this episode of the Money Boss Parent Podcast, Iâm 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 endurance, resilience, and mental strength. I dive into the challenges of preparing for the race, the mental hurdles I faced, and the surprising twists that arose, like navigating the infamous San Francisco hills.
Beyond the physical challenge, I explore how running a marathon parallels managing your financesâboth require long-term commitment, patience, and the ability to take things one step at a time.
Whether youâre a runner, interested in personal growth, or looking for inspiration to tackle your own challenges, this episode offers insights and motivation to help you run the marathon of life with determination and purpose.
Anna's Takeaways:
Intro (00:00)Planning & Training for the Marathon (02:53)Balancing Training with Daily Life (09:53)Physical & Mental Challenges During Training (15:56)Race Day Experience: The Golden Gate Bridge & Beyond (16:43)The Final Stretch: Overcoming Mental & Physical Barriers (26:33)Post-Race Recovery & Reflection (36:54)Connecting the Marathon Experience to Personal Finance (40:40)Final Thoughts and Invitation to Join the Financial Marathon (45:50)
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 isnât teaching my son about Money. Itâs up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.Podcasts to explore:
Pumped Up Parenting: Creative Ways to Teach Your Child About Financial Success
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With my son, Liam, about to start kindergarten, Iâve been thinking a lot about how to introduce him to money in a way that makes sense for his age. Iâve 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 concepts.
Iâm also exploring ideas like setting up spending, saving, and giving jars, and finding ways to weave money conversations into our everyday life.
If youâre curious about how to get your kids started with understanding money, or if youâre just looking for some new ideas, join me in this episode. Letâs make learning about money a fun and natural part of our kidsâ lives!
Anna's Takeaways:
Teaching Financial Literacy To Young Children (00:01)Teaching Money Management Through Play & Real-Life Experiences (05:39)Money Management Family Meetings (11:01)Allowance, Setting Goals & Money Jars (15:07)
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
Book - Raising Financially Fit Kids by Joline Godfrey,
Cash Register- https://amzn.to/3Ak8GfE
Kids Wallets - https://amzn.to/3AobiZN
3 Jars - https://amzn.to/3M2aVH5
Kidâs Monopoly Game - https://amzn.to/4dEYyfN
FREE GUIDE- Kid Money Boss: School isnât teaching my son about Money. Itâs up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
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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 weâre diving into in todayâs episode.
My guest, Joel Nicholson, will share his thoughts on the gaps in our educational system and how Youthfully supports students in launching passion projects, securing internships, and redefining what success looks like today.
Are grades and standardized tests really the best indicators of potential? Weâll explore the skills essential for future success, the role of AI in education, and the unique benefits of one-on-one coaching.
Join us for an engaging conversation about empowering the next generation and navigating the ever-changing landscape of education.
Anna's Takeaways:
Personalized Coaching For Students (0:00)Passion Projects And College Admissions (03:30)High School Internships & Their Impact On University Admissions (10:25)Internships, Academic Achievement & Career Success (15:19)Future Of Education, Career Development, And Soft Skills Training (25:00)Alternative Education Paths & Coaching For Students (33:29)Meet Joel Nicholson
Joel Nicholson is widely recognized as the world's top youth coach and the original pioneer of the youth coach role nearly 15 years ago. He created Youthfully, the leading coaching and development platform for students. Youthfully flips the antiquated, one-size-fits-all educational model on its head by offering powerful one-on-one coaching, usually reserved to top executives and making it accessible to young people through an innovative platform. Youthfully helps students of their own, boasting some of the highest success rates to the worldâs top employers and universities, thanks to its unique, holistic approach that crafts the whole student. They also help career centers at universities, admissions consulting firms, and tutoring or counselling organizations optimize and scale their coaching functions using Youthfully's technology and systems. Joel's career began in management consulting, but his path quickly veered towards education and tech with the launch and subsequent sale of his first company, CampusRankings, in 2016. Heâs a former college professor, and has led workshops at the World Economic Forum in Davos, the University of Toronto, the African Leadership Academy, and other leading institutions.
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 episodeFREE GUIDE- Kid Money Boss: School isnât teaching my son about Money. Itâs up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.Guest websites:
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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.
Whether your child is 4 or 18, there's something here to inspire their financial journey.
So grab a coffee, get comfortable, and let's make this school year financially empowering for your family. Remember, you are the bosses of your own money!
Anna's Takeaways:
Intro (00:00)Finance book for kids (03:45)Tips for teaching children about money management (08:16)Teaching financial literacy to children & teenagers (12:45)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 isnât teaching my son about Money. Itâs 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:
https://www.mainstreetplanning.com/posts/back-to-school-money-skills-essential-guidance-for-parents-and-children/
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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.
In this episode, we dive into managing the unique financial and emotional challenges of midlife transitions, practical tips for maintaining overall wellness during perimenopause, and insights on how to support family members through this transition.
Whether you are experiencing this stage of life yourself or are supporting a loved one transitioning through, this episode is packed with valuable insights and advice that aim to empower and guide you through this important next stage of life.
Anna's Takeaways:
Intro (00:00)Holistic Approach To Menopause Management (07:35)Self-Care And Hormonal Balance For Women During Perimenopause (14:31)Menopause And Its Impact On Women's Health, Productivity, And Finances (18:27)Hormonal Imbalance, And Self-Care For Women. (24:11)Meet Amita Sharma
As a co-founder of NourishDoc, a global holistic wellness platform for middle-aged women, Amita has over 20+ years of working for e-commerce, fintech and other high tech companies.
Inspired by her perimenopausal journey and working in the high tech world, she felt unsupported and a need to bring the taboo topic of perimenopause and workplace for an open discussion.
She is on a mission to bring affordable holistic wellness to every woman in the world who is going through a midlife journey of perimenopause and beyond
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 episodeFREE GUIDE- Kid Money Boss: School isnât teaching my son about Money. Itâs up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.Guest websites:
Facebook: www.facebook.com/nourishdoc
Instagram: www.instagram.com/nourish_doc
YouTube: https://www.youtube.com/@nourishdoc
LinkedIn: https://www.linkedin.com/company/nourishdoc/
Website: http://www.nourishdoc.comâ-APP is coming out in mid June
Personal Linked: https://www.linkedin.com/in/amita-sharma-nourishdoc/
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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 investment accounts.
We'll explore the benefits and drawbacks of each, helping you make informed decisions on the best ways to save for your children's education.
Make sure to check out previous episodes (210, 211, and 241) for detailed insights on 529 plans, Roth IRAs, and real estate options. Join me in navigating the various paths to securing your child's educational future.
Remember, you are the boss of your money!
Anna's Takeaways:
Intro (00:00)529 Accounts For K-12 Education Expenses With Pros & Cons (04:02)Prepaid Tuition Plans & Their Benefits (08:29)Custodial Accounts For College Savings (15:33)College Savings Options (21:04)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 isnât teaching my son about Money. Itâs 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:
Where to Open Accounts: Vanguard, Fidelity, Charles Schwab
#210 â 529 College Savings Plan: Getting Started [Part 1#211 â Maximizing 529 Plans: Tax Benefits and Best Practices (Part2) -
Iâm super excited about todayâs episode because we have the amazing Ann Garcia, also known as The College Financial Lady, joining us and weâre 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 has developed a fantastic framework for creating your own college plan.
So, what does that framework look like? Well, Ann breaks down financial tasks and family conversations by your child's life phase-making the whole process so much more manageable and clear.
As a parent of twins who graduated debt-free from college, Ann brings both professional and personal experience to the table. So, whether youâre just starting to think about college or deep in the planning process, this episode is packed with practical advice and insights.
Ready to dive in and learn how to plan for college like a pro? Letâs get started!
Anna's Takeaways:
Intro (00:00)Financial Tasks & Conversations For Parents & Students (02:06)College Savings, Paths & Flexibility (08:39)Saving For College, Financial Aid & Budgeting (13:26)Balancing Priorities & Creating A Personalized Budget (20:15)Scholarships - Involving Students In The Process (27:14)How Parents Can Support Their High School Students (30:28)Managing Expectations (35:40)About Ann Garcia:
Ann Garcia is a Certified Financial Planner and go-to expert on paying for college. She is the author of the critically-acclaimed "How to Pay for College" and a sought-after media guest who's been quoted in the New York Times, the Wall Street Journal, and U.S. News and World Report, to name a few. Ann recently launched an interactive online course to help parents (and their advisors) affordably build saving for college and applying for aid into their broader financial plan. As a parent whose twins just graduate debt-free from college, Ann's expertise expands beyond FAFSAs and 529s â she understands the emotional components of helping your child set and achieve goals for their future. Outside of financial planning, Ann is an avid runner, skier and fan of middle school rock concerts.
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!FREE GUIDE- Kid Money Boss: School isnât teaching my son about Money. Itâs up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.Guest websites:
https://howtopayforcollege.com/
Masterclass- for older kids
https://www.facebook.com/collegefinanciallady
https://www.linkedin.com/in/ann-garcia-cfp/
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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 of financial independence today, key steps to achieve it, tips for teaching kids about money, and ways to celebrate financial wins.
Join me in starting your journey toward financial freedom!
Anna's Takeaways:
Intro (00:00)Personal Finance & Economic History (04:59)Evolution Of Finance, Technology & Financial Education (09:39)Financial Independence (16:20)Teaching Kids Basic Money Skills & Celebrating Financial Wins (20:31)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 isnât teaching my son about Money. Itâs 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:
Open a Savings Account:
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