Live with MainStreet – Ep. 8 Financial Wellness Month

Live with MainStreet

Live with MainStreet – Ep. 8 Financial Wellness Month

Financial Wellness

January is Financial Wellness Month. Anna, Jim and Eric have your back.

Topics include:

Defining Financial Wellness

Living Within Your Means

Getting a Handle on Your Expenses

Financial Goals

Monitoring Your Finances

Anna Sergunina
Anna Sergunina

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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