Money Bo$$ Podcast Archives - MainStreet Financial Planning

Money Story with Katherine Edwards, CFP®

Anna Sergunina — Mon, 27 Feb 2023 16:17:41 +0000

Meet Katherine Edwards, CFP®. Everyone’s journey with money is unique, and the insights we can gain by exploring our individual stories can be incredibly valuable. Understanding how past experiences have shaped us into who we are now – and why that affects our financial decisions today – offers a deep level of richness to the conversation.

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Money Boss Podcast: My 40th Birthday Wish

Anna Sergunina — Fri, 03 Feb 2023 22:00:45 +0000

My word for 2023 and ongoing is “wellness.” As this is such a big word and broad topic I wanted to summarize for you what it means and what it can look like in all threads of our lives.

I am turning 40 this month… it’s a very exciting milestone with lots to think about.

Because of this I wanted to talk to you about new year’s resolutions. I find that setting them somewhat loses its power over us by the time end of January rolls around.

So this year, I decided to try something different, yet still very intentional — picking an area or topic and summarizing it in one word, to help me stay focused throughout the year and ongoing.

My word is “wellness.” With this being such a big word and also a very broad topic I wanted to summarize for you the definition and what it can look like in all threads of our lives.

Listen Here!

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Money Boss Podcast: Parenting Aging Parents

Anna Sergunina — Thu, 19 May 2022 16:21:30 +0000

“Sandwich Generation,” you’ve heard this phrase before. In fact you might even be in it with your own family. I am certainly feeling like I am in the middle of that sandwich currently with my own.

The big question is how do we balance our own life, creating a family, raising our kids while also making sure that we can take care of our parents when they need us.

My guests today are Mike and Kim Barnes. Over the last five years, Mike and Kim found themselves navigating problems they never saw coming with their parents.

From Alzheimer’s, pacemakers, and COVID to tough decisions to move parents into their retirement communities, they were dealing with a lot. It was through this journey they’ve learned to balance the many facets of parenting aging parents, including medical, financial and everyday life decisions with the parenting of their college aged kids and building their careers.

Whether you are here now and will be in the future there is a lot to be learned from this conversation, so please join us and let’s walk this path together.

Listen Here!

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Money Boss Podcast – 7 Ways to Leave a Legacy That Are Completely Free

Anna Sergunina — Wed, 27 Apr 2022 18:40:52 +0000

Today on the Money Boss Podcast I am sharing a few free and low-cost ways that you can do to provide memories that your family will cherish for their lifetime after you are gone.

Listen Here!

Get Access to our “Chalk Talk – Estate Plan Do’s & Don’ts”

$10 (free for ongoing clients)

The post Money Boss Podcast – 7 Ways to Leave a Legacy That Are Completely Free appeared first on MainStreet Financial Planning.

How to Create a Home That Truly Reflects Who You Are with Sasha Morozov

Anna Sergunina — Tue, 19 Apr 2022 19:21:20 +0000

You want success at work, the perfect house, and of course, the perfect family and the money to afford this dream. Then reality hits and things don’t go according to plan. But imagine being a mom, that other moms are talking about, and asking, “How does she do it all? How does she have it all?”

Listen to this episode of the Money Boss Podcast to hear Sasha Morozov, the founder of Sasha x Home, on how you can make it happen!

Listen here

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Money Basics & How to Start Planning for the Future

Anna Sergunina — Thu, 03 Feb 2022 13:05:51 +0000

No matter what stage you are in in your life, it’s important to learn the basics of making smart financial decisions. Life can go by so fast so thinking about how to secure a financial future begins now. Think about the basics – how much money is coming in every two weeks in your checking account…every week…every month. How much money we *think* we make can look very differently when you sit and look at monthly expenses. Taxes, health insurance, mortgage, disability, life insurance to name a few. Understanding where your income is going is essential, plus if your income is not fixed or it’s inconsistent, you really need to have that baseline understanding.

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What Features Should you Look for in Kids Savings Accounts?

Anna Sergunina — Wed, 28 Jul 2021 15:26:31 +0000

Lots of “bells & whistles”, aka Features and Benefits when it comes to selecting a savings account for your child. What should you choose?

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Why open kids savings accounts?

Anna Sergunina — Wed, 28 Jul 2021 15:22:29 +0000

For parents who want to teach their kids about money and financial literacy, one of the best things to do is to help their child open a savings account. But before you jump to opening one up, let’s talk about YOUR reasons for doing this.

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Should You Open a Savings Account or a Custodial Account for Your Child?

Anna Sergunina — Wed, 28 Jul 2021 15:20:26 +0000

There are typically two types of accounts you can open for your child: savings account for a minor or a custodial account, and the difference is important. Let’s discuss!

The post Should You Open a Savings Account or a Custodial Account for Your Child? appeared first on MainStreet Financial Planning.

Emotional Intelligence for Kids

Anna Sergunina — Mon, 12 Jul 2021 20:15:06 +0000

What information do you need as parents to raise confident, emotionally healthy, and resilient children? What is emotional intelligence and why is it important for parents to teach this to their children?

In this episode, “Emotional Intelligence for Children,” Anna Sergunina chats with Dr. Steven Hall, author of 3 books and a board-certified family practitioner with a mission since 1985 to help people heal. He’s created an online course just for parents who want to teach their children the skills they need to handle adversity with strength and integrity and to be in touch with how they are really feeling. He talks about specific stages in a child’s life and why each stage requires a different approach to discussing feelings. How does emotional intelligence relate to finances?

Watch this episode now to find out!

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