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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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!
Welcome back to the Money Boss Parent Podcast! With the holidays just around the corner, it’s easy to let financial planning take a backseat, but this time of year offers the perfect opportunity to set yourself up for success.
Today, I want to share a few year-end money goals I’m personally working on, in hopes that they’ll inspire you to take intentional steps toward your financial health. From refreshing our estate plan to prioritizing wellness, my focus is on aligning money with life’s bigger picture.
Although this is the perfect time to think about end-of-year tax planning and financial wellness investing in your health is also important—because wellness is wealth. It’s all part of a bigger mindset: taking care of your finances and yourself so you can step into the new year with confidence.
Anna’s Takeaways:
- Year-End Money Goals Introduction (00:00)
- Estate Plan Update and One-Page Estate Plan Summary (01:08)
- Travel Budget and Family Trip Planning (02:48)
- Holiday Shopping and Tax Planning (05:16)
- Health and Wellness Focus (07:43)
- Year-End Money Management Strategies (10:21)
- 529 College Savings Accounts and Deductible Bills (17:04)
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Money Boss Parents! Welcome to Anna’s Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.
Don’t forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let’s thrive together on this incredible journey!
FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
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![#263 – [RERUN] Year-End Financial Checklist for Families: Year End Planning](https://annasergunina.com/wp-content/uploads/2024/12/6kpiiIbL2w9D4477MGUse63r-768x768.jpg)
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