Season 1
Oct. 2, 2024
#254 – Unlocking the Power of Health Savings Accounts (HSAs)
In this episode of the Money Boss Parent Podcast, I’m excited to dive into a tool that can really help you manage your healthcare costs—Health Savings Accounts, or HSAs. We’re going to break down how HSAs work, why they’re s…
Sept. 25, 2024
#253 – How to Lead, Not Just Parent, with Thomas Pfanner
In this episode of the Money Boss Parent Podcast, I chat with Thomas Pfanner, better known as the Leadership Dad, about how parenting and leadership go hand in hand when it comes to preparing our kids for the real world. Tho…
Sept. 18, 2024
#252 – How to Prepare for Lower Interest Rates
With the Federal Reserve's upcoming meeting, possible changes in the rates are on the horizon, and now is the time to prepare. In today's episode we’ll cover how these rate adjustments can affect your savings, debt, and inve…
Sept. 11, 2024
#251 - Prepare For The Sandwich Years Of Caring For Children And Aging Parents
In this episode of the Money Boss Parent Podcast, I explore the challenges of the "sandwich years," where many of us find ourselves caring for both our children and aging parents. Joined by Abbe Large, Managing Director at L…
Sept. 4, 2024
#250 – Thank You, Listeners! Reflecting on 250 Episodes of Financial Growth
In this special 250th episode I’m highlighting three key areas that have resonated most with you: Parent Finances, Kids and Money, and Lifestyle topics like goals, health, and finding passion. Thank you for being a part of t…
Aug. 28, 2024
#249 – I Ran My 1st Marathon
In this episode of the Money Boss Parent Podcast, I’m thrilled to share the journey of running my first marathon. From the early stages of training to crossing the finish line at the San Francisco Marathon, this experience p…
Aug. 21, 2024
#248 – Money Skills for Kids Ages 5-8
With my son, Liam, about to start kindergarten, I’ve been thinking a lot about how to introduce him to money in a way that makes sense for his age. I’ve started with simple things like using tooth fairy money and playing wit…
Aug. 14, 2024
#247 - Transforming Education: The Power of Youth Coaching with Joel Nicholson
How can personalized coaching truly transform a student's educational journey? Why do students need a coach, and when is the ideal time to start? These are just a few of the intriguing questions we’re diving into in today’s …
Aug. 7, 2024
#246 - Back-to-School Financial Literacy: Essential Tips for Parents and Kids
As we draw nearer to the back-to-school season, how can we make learning about money fun and engaging for our kids? In this episode, we'll explore essential books for parents and kids, online tools, and even California's lat…
July 24, 2024
#245 – Rediscovery in Mid-Age: Navigating Perimenopause and Financial Wellness
Today, we have a special guest, Amita Sharma co founder of NourishDoc, joining us to discuss the intersection of midlife, perimenopause, and financial wellness. Inspired by her own journey, Amita has created a holistic welln…
July 17, 2024
#244 – 529 Plans vs. Coverdell ESAs, Prepaid Tuition, Custodial, and Investment Accounts
Today we're continuing our discussion on comparing 529 college savings plans with other alternatives that parents might want to consider. In this episode, we delve into less traditional options such as Coverdell Education Sa…
July 10, 2024
#243 – Mastering College Planning with Ann Garcia
I’m super excited about today’s episode because we have the amazing Ann Garcia, also known as The College Financial Lady, joining us and we’re diving into all things college planning! Ann is a certified financial planner and…
July 3, 2024
#242 - Celebrating Financial Independence
Today we have a special Fourth of July episode focused on financial independence where we'll explore what it means, how to achieve it, and why it's essential for your family. Drawing parallels between our forefathers' quest …
June 26, 2024
#241 – Which is Better for College Savings? 529 Plans vs. Roth IRAs & Real Estate
While 529 college savings plans are popular for their tax benefits and flexibility, it's worth exploring other avenues to give your family more opportunities and variety for saving for your kids' college education. Today we …
June 19, 2024
#240 – From The Classroom to Financial Freedom Lessons with Danny Kofke
My guest and former teacher Danny Kofke's passion for teaching and personal finance led him to write five personal finance books, including "The Wealthy Teacher: Lessons for Prospering on a School Teacher's Salary." In this …
June 12, 2024
#239 – How To Stay On Top Of Your Budget This Summer
With kids home from school, vacations in full swing, and wedding season upon us, it seems like summer brings a flurry of expenses. Despite the season’s slower pace in other areas, summer can be financially demanding. In toda…
June 5, 2024
#238 - Childhood Financial Literacy with Anthony Delauney
Today's special guest, Anthony Delauney is a seasoned financial advisor and the founder of Owning the Dash LLC, an organization dedicated to promoting childhood financial literacy and family financial freedom. He has authore…
May 26, 2024
#237 - Life Insurance Made Simple: Securing Your Family's Future
Have you ever considered how life insurance fits into your financial toolbox? Many of my clients are currently navigating the application process, with some facing challenges because of their health. This has sparked a neces…
May 22, 2024
#236 – Banking on Yourself: Mastering Wealth Building Strategies with Mark Willis, CFP
" Banking on Yourself " --- Why is it gaining traction? What can it truly offer to your financial planning? Join me as Mark Willis, a Certified Financial Planner and leading authority on this concept, reveals how you can use…
May 8, 2024
#235 – Saving Smarter With Anne Lester
It sounds simple, but why is saving money so challenging for many of us? This episode features Anne Lester, former head of retirement solutions at JP Morgan, who brings both personal experience and professional expertise to …
May 1, 2024
#234 – 5 Strategies to Escape Credit Card Debt
Anna's Takeaways: Popular Debt Management Strategies: Debt Settlement: Overview of how negotiation works, its risks, and potential costs. Credit Counseling: Benefits of getting professional guidance to manage debt and potent…
April 26, 2024
#233 – How to Help Women to Support Their Men to be Physically + Financially Healthy with Bradley Jarryd
Today we're exploring how to support your partner to be physically and financially healthy with financial and health expert; Bradley Jarryd. Listen in as Bradley shares his transformative journey from an overweight child to …
April 10, 2024
#232 – Financial Things You Won’t Regret Buying
Today we're shaking up traditional financial wisdom by exploring investments you never thought you needed but won't regret making. Curious about how these unconventional purchases can transform your budgeting strategies and …
April 3, 2024
#231 – Conscious Fashion & Living with Angela from Threads Worldwide
Welcome back to the Money Boss Parent Podcast, where we explore the intersections of parenthood, entrepreneurship, and financial empowerment. Today, we're venturing into the vibrant world of conscious fashion and living with…