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!
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 Lennox Advisors, we discuss the financial and emotional complexities of supporting two generations at once. Abbe shares her personal experience of caring for her father while balancing her own family, highlighting how proactive financial planning with tools like life insurance, long-term care, and disability policies can ease the burden.
We also touch on strategies for managing stress, setting boundaries, and starting difficult conversations with aging parents to ensure a smoother caregiving journey.
Join us for this insightful conversation filled with practical advice, personal stories, and actionable strategies that can help you navigate the sandwich years with confidence.
Anna’s Takeaways:
- Intro (00:00)
- Abbe’s Personal Experience with the Sandwich Years (01:12)
- The Importance of Financial Planning (03:25)
- Breaking the Chain of Financial Silence (13:08)
- Balancing Personal and Family Finances (23:45)
- Estate Planning and Legal Documents (24:47)
- Navigating the Sandwich Generation (28:54)
- Resources and Tools for Financial Planning (32:40)
Meet Abbe Large:
Abbe Large is a Managing Director at Lenox Advisors with three decades of experience dedicating herself to her clients’ best interests. Abbe’s personal experience with her father’s pancreatic cancer journey ingrained how important the products and services she provides to her clients truly work. Specializing in financial, estate, and retirement services, she also assists corporate clients with strategic employee benefits. She was named on Forbes Top Financial Security Professionals in both 2023 and 2022. A devoted family woman and active community member, she enjoys paddleboarding, skiing, and maintaining a healthy lifestyle
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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!
Links mentioned in this episode (can you please embed the links?)
- 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.
Guest website:
Website:https://www.lenoxadvisors.com/About/Our-Team/Individual-Details/advisor/Abbe-F-Large
Email:alarge@lenoxadvisors.com
LinkedIn: https://www.linkedin.com/in/abbelarge/
Podcast Episode:The Root Of Our Health: How To Live Financially Well With Abbe Large
Podcast Episode: LifeBlood: Protect Your Family with Abbe Large
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