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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As spring brings warmer weather and sunnier days, it also presents more opportunities to overspend. To combat this, it's time for some financial spring cleaning! Similar to tidying up our homes, we can freshen up our finances by revisiting goals, decluttering paperwork, adjusting withholdings, reviewing insurance policies, and even booking vacations early. These proactive steps help set us up for financial success in the season ahead.
Ever wondered how to assemble an elite tax team or the intricacies of working with a strategic tax coach to drastically reduce your tax burden? Listen in as my guest, Shauna A. Wekherlien, CPA peels back the curtain on these topics and more, offering her expert predictions for 2024 and sharing valuable insights on deductions and credits you're likely missing.
Today I dive into the world of real estate with the remarkable Anna Fine, a seasoned real estate agent with a wealth of experience in the competitive San Francisco Bay Area market. What makes the San Francisco Bay Area market so unique, and how can buyers and sellers best prepare themselves for success in this high-demand, low-inventory environment? Anna sheds light on the crucial steps for preparation.
In this episode I embrace the opportunity to reaffirm our commitment to self-care, and look into making it an integral part of our journey towards thriving in every aspect of our lives.
In this episode, I am joined by Audra and Matt Karam, a dynamic duo who blend their backgrounds in child life and finance into a pioneering curriculum aimed at cultivating character and leadership in young children.

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Join me and 23 other top personal financial experts, as we walk you through
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to handle anything life throws in your path!
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Looking for how to get your money in order as a new parent? Take the first step and download our Ultimate New Parent Money Checklist for FREE!