Episodes - Page 2 | Money Boss Parent

Nov. 22, 2023

#211 - Maximizing 529 Plans: Tax Benefits and Best Practices (Part2)

Today, we're picking up where we left off, continuing our quest to unlock the secrets of choosing a college savings plan for your little scholars. In my previous episode I laid out the groundwork, with those initial steps yo…

Nov. 15, 2023

#210 – 529 College Savings Plan: Getting Started [Part 1]

In today's episode, I'm delving into the world of college savings plans, and more specifically the 529 college savings plans. So, whether you're a parent planning for your kid's college journey or simply looking for some ins…

Nov. 8, 2023

#209 – Nurturing Healthy Habits in Children: Empowering Families for Well-being with Alicia Mazari

Are you tired of the dinner table battles and trying to teach your kids to eat well? In this episode of the Money Boss Parent Podcast, we're diving into the world of childhood nutrition with seasoned University instructor an…

Nov. 1, 2023

#208 – How To Achieve Balanced Lifestyle For Overall Health with Dr. Bryana Gregory

Today we're diving headfirst into the world of overall wellness, shedding light on how our health system directly impacts our daily lives and emotions --- and peeling back the layers on the broken aspects of our medical syst…

Oct. 25, 2023

207 -Maximizing Overlooked Employee Benefits in Open Enrollment for Parents

It's that time of year when we carefully consider the benefits that could significantly impact our family's financial well-being in the upcoming calendar year. We usually focus on the essential benefits like life insurance, …

Oct. 18, 2023

#206 – Navigating Finances as a Parent-Entrepreneur: Insights with Candy Messer

Today, I'm joined by Candy Messer, a profitability advisor with a strong background in bookkeeping and assisting entrepreneurs in building thriving businesses. She brings a wealth of knowledge and a keen understanding of the…

Oct. 11, 2023

#205 – How to Select the Perfect Education System for Your Children with Kristina Heagh-Avritt

Choosing the ideal education system for your children is a decision that holds the power to shape their futures. Joining us today to provide vital information in this area is expert in education and a dedicated educator hers…

Oct. 4, 2023

#204 - Raising Money-Smart Kids: Your Ultimate Resource Guide

Today we're talking about teaching kids about money and nurturing financial literacy starting while they are young. To help with this I've been compiling a resource that's designed to transform the way we approach money conv…

Sept. 29, 2023

#203 – Parenting with Purpose: Nurturing Growth and Overcoming Challenges with Jaclyn Strominger

Is it possible to strike the perfect balance between both your family and professional life? Whether you are parents looking for purpose, wanting to overcome self doubt, or looking to create a better version of yourself to m…

Sept. 20, 2023

#202 – Conceiving Hope: Navigating the Emotional and Financial Challenges of Fertility Treatments with Abbe Feder

In this week's episode of the Money Boss Parent Podcast, I am privileged to have Abbe Feder, a fertility and life coach, and the founder of InCircle Fertility, as my guest. Abbe's personal journey through infertility and pre…

Sept. 13, 2023

#201 – Savings Account Are On Fire

Remember when savings accounts felt almost irrelevant? Well, those days are gone. Interest rates have climbed, and now even simple savings accounts can earn you a decent return. Today we're talking about what your savings ac…

Sept. 8, 2023

#200 – Money Boss Parent Podcast Launch

Before parenthood, I was a financial planner, deeply passionate about helping clients achieve financial success. But everything changed when my son Liam arrived in 2019. Time became my most precious currency, and my perspect…

Sept. 7, 2023

Welcome to the Money Boss Parent Podcast | Trailer

Welcome to the Money Boss Parent Podcast, where I'm your host, Anna Sergunina. As a Certified Financial Planner, devoted mom, savvy business owner, and loving wife, I bring you two decades of financial expertise combined wit…

Aug. 16, 2023

#199: Legacy Series: My Money Story

Welcome to a special milestone episode of the Money Boss Podcast! Today, I'm stepping into the guest's shoes and sharing my very own money story. Join me as my husband, Yuri, takes on the role of the interviewer, delving int…

Aug. 9, 2023

#198: Legacy Series: Should You Open a Savings Account or a Custodial Account For Your Child? | Legacy 110

In today's episode, I want to draw your attention to a topic that holds significant importance for parents - opening savings accounts or custodial investment accounts for your children. The landscape of the financial world h…

Aug. 2, 2023

#197: Legacy Series: What are You Good At As a Couple When it Comes to Money? | MBP102

Welcome back, Money Bosses! As we approach our three-year anniversary and prepare for an exciting relaunch, I'm thrilled to bring you some of the most impactful episodes from the past. These evergreen topics remain relevant …

July 26, 2023

#196: Legacy Series: How To Navigate Parenting: From Overwhelmed to Conscious Parenting with Robbin McManne #135

In today's episode, we are revisiting a popular gem from the archives - Episode 135: "How to Navigate Parenting: From Overwhelmed to Conscious Parenting" with parenting expert Robbin McManne. As we juggle the responsibilitie…

July 19, 2023

#195: Embracing Flexible Work Schedules with Engineering Principles and Psychology With Wendy Cocke

In this episode, we challenge the conventional definition of success and explore the concept of defining success on our own terms. My guest today is Wendy Cocke, a highly accomplished engineer and author of the bestselling b…

July 12, 2023

#194: Life & Money Lessons from Mom: Thrifty Living, Resilience, and Generosity

In today's heartfelt discussion, we'll delve into the valuable money and life lessons I learned from an extraordinary woman – my mom. Join me as we explore the wisdom she shared about frugality, self-sufficiency, resilience,…

July 7, 2023

#193: Finding Your Passion and Achieving Financial Freedom

Finding your passion and achieving financial freedom sounds ideal but how can we make that happen? Today we're exploring how real estate investment can be a supportive vehicle for your journey to your passion with highly suc…

May 26, 2023

#192: Navigating the Debt Ceiling: Strengthening Your Financial Resilience

I want to empower you to make informed financial decisions by exploring the timely and important topic of navigating the Debt Ceiling and its potential impact on your personal finances. Discussions surrounding the debt ceili…

May 17, 2023

#191: How to Live a Life Without Goals with Derek Hagen

Our society often places a heavy emphasis on achieving, setting targets, and constantly expanding. But is it possible to find fulfillment and contentment without chasing constantly after goals? Today, we have the privilege o…

May 10, 2023

#190: How to get into Your Target College and Graduate Debt-Free with Shellee Howard

In this episode, we talk to Shellee Howard, a certified education consultant who has helped families send their children to college debt-free. With the average federal student loan debt balance in 2023 expected to be $37,000…

May 3, 2023

#189: Thinking About A Career Change with Christelle Pillot

Changing careers can seem daunting, especially in the aftermath of a global pandemic that has disrupted the job market. But with careful planning and the right resources, it's attainable. Join us today as we speak with Chris…