Bölümler
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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 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
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 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 website:
Website: https://www.lenoxadvisors.com/About/Our-Team/Individual-Details/advisor/Abbe-F-Large
Email: [email protected]
LinkedIn:
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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 made this milestone possible, and I’m excited to keep growing with you as we aim to live financially confident lives and raise financially savvy kids.
Now, let’s 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 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.Podcast Episodes Shared:
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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Eksik bölüm mü var?
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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 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 finances—both require long-term commitment, patience, and the ability to take things one step at a time.
Whether you’re 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 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.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, 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 concepts.
I’m also exploring ideas like setting up spending, saving, and giving jars, and finding ways to weave money conversations into our everyday life.
If you’re curious about how to get your kids started with understanding money, or if you’re just looking for some new ideas, join me in this episode. Let’s make learning about money a fun and natural part of our kids’ 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
Kid’s Monopoly Game - https://amzn.to/4dEYyfN
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.
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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 we’re diving into in today’s 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? We’ll 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 world’s 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. He’s 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 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:
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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 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:
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 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:
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.com—-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 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:
Where to Open Accounts: Vanguard, Fidelity, Charles Schwab
#210 – 529 College Savings Plan: Getting Started [Part 1#211 – Maximizing 529 Plans: Tax Benefits and Best Practices (Part2) -
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 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 you’re 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? Let’s 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 — 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 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:
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 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:
Open a Savings Account:
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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, such as tax-free growth and potential rental income, that could provide more flexibility and financial stability for your family's future beyond college for your kids.
Join me in exploring how you can diversify your savings approach and ensure a bright future for your children.
Anna's Takeaways:
Intro (00:00)529 College Savings Plans Drawbacks (04:03)Using Roth Iras & Real Estate For College Savings (08:14)Alternative Ways To Fund College Education (12:44)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:
Websites Where You Can Open Accounts: Vanguard, Fidelity, Charles Schwab.#210 – 529 College Savings Plan: Getting Started [Part 1#211 – Maximizing 529 Plans: Tax Benefits and Best Practices (Part2)
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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 you and your family achieve financial success, even on a modest salary.
Tune in to discover how you can make daily changes to set your family on the path to financial freedom.
Anna's Takeaways:
Intro (00:00)Budgeting & Financial Planning For A Family On A Teacher's Salary (07:37)Teaching Children Good Money Habits (10:46)Communication & Early Education (14:04)Financial Lessons For Teachers (18:45)Financial Management And Investing For Millennials (24:07)Prioritizing Family Values & Goals (28:19)Financial Wellness & Taking Control Of Spending (32:32)About Danny Kofke:
After being an elementary school teacher for 18 years, Danny Kofke recently left the classroom to work with Mentoro - a financial education company. His love of 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. Danny’s everyday approach to handling money has led him to appear on numerous television shows including Fox & Friends, The CBS Early Show, CNN’s Newsroom, The 700 Club and The Clark Howard Show. He has also been interviewed on over 600 radio shows and featured in a number of publications including USA Today, Yahoo.com, The Wall Street Journal, Money Magazine and The Atlanta Journal Constitution. He wants to show others if this former school teacher can do well financially, they can too!
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 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:
The Wealthy Teacher: Lessons for Prospering on a School Teacher's Salary
https://www.facebook.com/mentorogroup
https://www.instagram.com/mentorogroup/
https://twitter.com/mentorogroup
https://www.linkedin.com/company/mentorogroup/mycompany/
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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 stay on top of your budget, avoid guilt and regrets, and truly enjoy your summer.
Anna's Takeaways:
Intro (00:00)Budget-Friendly Summer Activities For Families (04:55)Meal Planning And Prep For Summer (09:24)Reducing Waste, And Using Ai For Meal Planning (13:48)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:
Monarch Money
EventBrite
Meal Lime
Care.com
Trip Advisor
Busy Toddler
All Recipes
Kids Eat In Color
Baby Foode
Next Door
Money Crashers
Honey For Discounts
Nerdwallet's Guide to Budgeting For Summer Activities
Budget Friendly Summer Activities
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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 lessons, as well as financial self-help books for couples at different stages of their financial journey.
In today's episode, we dive into the best ways to start talking to your children about money, practical tips for making financial education fun and engaging, and common mistakes parents should avoid.
Stay tuned for an insightful conversation that will help you lay a strong foundation to raise money-smart kids.
Anna's Takeaways:
Intro (00:00)Teaching Children About Money Management (05:07)Money Management Through Storytelling (12:55)Storybooks & Allowances (17:48)The Importance Of Emotional Control When Making Financial Decisions (22:19)Good Money Habits & Avoiding Fear Of Judgment (27:20)Budgeting & Financial Literacy For Children (31:34)Meet Anthony Delauney:
Anthony Delauney is a financial advisor and the founder of Owning the Dash, LLC, an organization dedicated to promoting childhood financial literacy and family financial freedom. Delauney has written a series of award-winning children's picture books that each teach basic lessons about money. He has also authored two financial self-help books geared toward helping young couples start their financial journey and toward helping older couples prepare for their transition into retirement. His 2022 self-help book The No-Regrets Retirement Roadmap was recognized by the Wall Street Journal as a 2022 Best Book About Aging and Retirement. Anthony has worked in the financial services industry for over two decades and has acquired the professional certifications of Certified Financial Planner(TM) practitioner, Chartered Financial Consultant®, Chartered Retirement Planning Counselor(SM), Retirement Income Certified Professional®, and Behavioral Financial Advisor(TM).
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 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 website:Website
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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 family's financial future.
Whether you're new to life insurance or revisiting your policy choices, this episode is crafted to provide you with the insights you need.
Anna's Takeaways:
Intro (00:00)Life Insurance Options For Families (05:27)Financial Planning For Families (10:42)Term Life Insurance Policies And Their Benefits (16:33)Life Insurance Options And Their Financial Stability (20:42)The Importance Of Revisiting Policies As Life Changes (25:13)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:
#056: Love is in the air, so is Life Insurance
#236 – Banking on Yourself: Mastering Wealth Building Strategies with Mark Willis, CFP
207 -Maximizing Overlooked Employee Benefits in Open Enrollment for Parents
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"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 tool for building wealth.
How can this strategy help you save for retirement or your next car, or even your children's education? Discover the unique benefits and applications of banking on yourself with Mark Willis, and explore how you can take control of your financial future today.
Anna's Takeaways:
Intro (00:00)Saving And Recapturing Interest (02:01)Personal Finance And Retirement Planning (06:49)Using Whole Life Insurance As A Banking System (12:17)Life Insurance Benefits And Tax Advantages (15:42)Using Life Insurance Policies As Investment Buckets (21:54)No Credit Check Or Repayment Plan (27:29)Personal Banking System (30:35)Investment Vehicle (35:35)Meet Mark Willis:
Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy and your future.
Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement
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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:
Lake Growth Financial Services: https://lakegrowth.com/
Not Your Average Financial Podcast: https://nyafinancialpodcast.com/
YouTube: https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ
LinkedIn: https://www.linkedin.com/in/marklakegrowth/
Twitter:https://twitter.com/LakeGrowth
Facebook: https://www.facebook.com/lakegrowth
Instagram:
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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 saving, such as anxiety and shame, and shares effective strategies to overcome these hurdles.
Discover actionable tips like automating your savings to simplify financial decisions and learn about practical ways to enhance your savings habits for a secure future.
Anna's Takeaways:
Intro (00:00)Personal Finance, Savings + Spending Habits (08:53)Money Types (12:33)Managing Spending Habits + Creating Savings Guardrails (16:55)Small Changes Lead To Significant Savings (22:14)Finding Joy In Everyday Life (26:08)Saving + Investing For Retirement (30:45)Meet Anne Lester:
Anne Lester is a retirement expert, author of Your Best Financial Life, media commentator, top-rated speaker and former Head of Retirement Solutions for J.P. Morgan. She co-founded The Aspen Leadership Forum on Retirement Savings with AARP. Anne is on a mission to help rising leaders retire on their time and target.
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:
Website: https://annelester.com/
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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 typically involves fees ranging from 15% to 25% of the settlement amount.
2. Credit Counseling:
Credit counseling is suitable for those who can manage their debt but need some guidance. Credit counselors educate and help devise personalized debt management strategies. Although many offer a free initial session, ongoing services may involve fees. The National Foundation for Credit Counseling (NFCC) and the Financial Counseling Association of America (FCAA) offer accredited counseling services, potentially including free options.
3. DIY Debt Management:
This approach involves handling debt reduction personally, without professional assistance. It's a cost-effective method where individuals create budgets, cut expenses, and monitor their credit reports for errors. It's suitable for those comfortable with managing their finances independently.
4. Debt Consolidation Loan:
Debt consolidation loans combine multiple debts into a single loan with potentially lower interest rates and one monthly payment. This can simplify debt management and reduce the number of payments. However, there might be origination fees, and the loan term could extend the debt repayment period.
5. Credit Card Balance Transfer:
This strategy involves transferring existing debts to a new credit card that offers lower interest rates, often with a 0% APR introductory period. It's a popular method among Americans for managing credit card debt and can provide significant interest savings during the introductory period. Websites like Nerdwallet offer resources to find suitable balance transfer cards.
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.
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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/
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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:
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