Money Boss
Our lives are busy, and it can be tough to find time to focus on your finances! But we all know that what we focus on in our lives is what ends up taking priority.
Money is no different! The good news is that you don’t have to spend multiple hours each day focusing on your finances in order to find financial success. Smart Financial Decisions are for you and I and our everyday life, You don’t even have to be rich to start building your very own Money Roadmap to achieve your financial goals.
Taking a small amount of time each day, or each week, to check in with your goals, track your progress, and plan ahead can make a huge difference.
This show is here to help you gain the clarity and confidence you need to start making Smart Financial Decision. Your host, Anna Sergunina, CFP®, is a fee-only financial planner at MainStreet Financial Planning, Inc. A mother, a wife and a business owner who wants you to live your Best Financial Life as she is running with you side by side.
In each episode, she’ll be sharing practical money tips, to help busy families, just yours and mine get their very own money to flow, figure how they can gain financial confidence and clarity, get actionable tips, and learn from the best experts on how to stop trading time for money. We’ll definitely get to talk about major life milestones such as how to get a jump on retirement plan and saving for your kids’s education expenses at the same time making sure we are Balancing between living today and planning for the future.
She will share ideas, stories, and tough lessons learned. We will celebrate your financial wins together and will hold a Money Date.
Ready to dive in? Let’s go!
Recent Episodes
Have It All Without Doing It All With Ashley Quinto Powell
March 3, 2023
Is it possible to balance an exhilarating career and family life without being overwhelmed? My guest Ashley Quinta Powell, productivity wizard, CEO & founder of my VA Rocks joins me to discuss how she ran three companies wit…
You Can't Manage What You Don't Measure - A Conversation with Katherine Edwards
Feb. 24, 2023
Everyone's journey with money is unique, and the insights we can gain by exploring our individual stories can be incredibly valuable. Understanding how past experiences have shaped us into who we are now - and why that affec…
Personal & Career Goals Setting with Jill Wright
Feb. 8, 2023
Achieving balance between work, family, and self can seem impossible sometimes - but it doesn't have to be! My guest Jill Wright, mompreneur turned life coach specializes in helping moms reclaim their connection with themsel…
My 40th Birthday Wish
Feb. 3, 2023
My word for 2023 and ongoing is "wellness." As this is such a big word and broad topic I wanted to summarize for you what it means and what it can look like in all threads of our lives.
5 Year End Tax Moves
Dec. 21, 2022
I know that December can be busy with all the holiday events, and things that we're spending our time and money on. However, I think you all would agree that it is better to have more money in your pocket, than in someone el…
Money Story with Jennifer Bush
Dec. 7, 2022
Today, I am joined by a fellow financial expert and colleague, Jennifer Bush to talk about her money story and how she goes about working with money not only in her client's lives but her own personal one as well.
How to Spot Financial “Red Flags” in a Marriage With Tracy Coenen
Nov. 30, 2022
My guest today is Tracy Coenen, who has been investigating fraud for more than 25 years. As a forensic accountant she helps people in the process of divorce take back control of their finances and find hidden money.
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