Money Boss Parent

Podcast

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Listen as Anna Sergunina takes you on her journey to becoming a Money Boss.  Each episode provides great insight into how you can become a Money Boss too!  Don’t forget to subscribe, so you can stay current with the latest posts.

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Very frequently I get a question by my clients, friends and family about how many accounts they need to have? Checking, Savings, Online Savings, Money Market, Credit cards, etc. There is no right or wrong answer, it’s really what works for you. I like the idea of having a system of where each account I […]
Mortgage rates have been on fire and I’ve been telling clients for months now to look at refi options. Here is what Yuri and I decided to do this week, to Refi our 3.25%- jumbo loan, with an awesome rate of 2.5% with 0.3% points, upfront, and here is why you too should consider refinancing.
We are all taking a collective sigh of relief that one of the toughest years in recent history is almost over. We will head into 2021 with strength and optimism, better understand what we can do better in the new year. One of those aspects should be financial preparedness, especially after the year’s unemployment and […]
This time of the year it is natural time to try to integrate your past, present, and future. As always, though, it’s important to use these three-time frames in a way that fills you with confidence and excitement instead of stressing you out. That’s why we all love and hate New Year’s resolutions: They fill […]
When it comes to your finances, you are only competing with yourself. You have to measure how you are doing against your own personal goals. In today’s episode, I talk about 5 financial measurements to track every year to help grow your wealth.

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