Money Boss Parent

Hosted by Anna Sergunina

Business Kids Family Parenting Education

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272

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Feb 2025

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About the show

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!

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February 12, 202550 min

#270 – The Childcare Dilemma: Navigating Nannies and Daycare with Expert Advice

Finding the right childcare option is one of the biggest decisions parents face. Whether you’re juggling a career, running a business, or navigating a life transition, ensuring your child receives quality care is a top priority. But how do you know what’s best for your family—hiring a nanny, enrolling in daycare, or exploring other alternatives?In this episode of the Money Boss Parent Podcast, I sit down with Brynn Ungerleider, a seasoned childcare expert with over 20 years of experience in childcare, household management, and nanny placement. Brynn shares her insider knowledge on how to choose the right childcare, the costs involved, and how her agency helps parents find trusted, high-quality nannies.If you’re stuck at trying to decide between daycare, hiring a nanny, or exploring part-time options, this episode will help you make an informed decision that fits your family’s needs and childcare budget.Anna's Takeaways:Choosing the Right Child Care Option (00:00)Bryn's Career Journey and Industry Insights (02:37)Common Child Care Options and Their Benefits (05:53)Cost Considerations and Financial Planning (11:06)Vetting and Hiring Process for Nannies (13:05)Part-Time Nannies and Nanny Shares (36:15)Transportation and Employment Setup (36:30)Benefits and Compensation for Nannies (38:29)Household Managers and Their Role (41:20)Au Pairs and Live-In Nannies (44:37)About Brynn UngerleiderI began babysitting to afford CDs, but it quickly grew into a 20+ year career in nannying and household management. I discovered that nannying goes beyond care; it’s about enriching lives, coaching children, and supporting families through life’s ups and downs. My purpose has always been helping others, from my first babysitting gig to working with families nationwide. With over two decades of experience, I started this agency to support career-driven mothers or those navigating divorce. Someday, I hope the love and support I’ve given will come full circle when I juggle my own motherhood and career.Rate, Review, & Follow on Apple PodcastsMoney 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.Guest websites:WebsiteLinkedIn<a href="https://www.instagram.com/premiernannynetwork/" rel="noopener noreferrer"...

February 5, 202530 min

#269: Self-Care For Women [RERUN]

In this week's episode, I’m sharing some reflections on self-care, a topic that’s been on my mind as I care for my newborn, Alice. I’ve been re-evaluating lately how I make time for myself, and I want to encourage you to do the same.With International Women’s Day around the corner, this is the perfect opportunity to focus on how we, as women and parents, can prioritize self-care in a way that is sustainable and empowering. But self-care isn't just about pampering—it's about ensuring our mental, emotional, and financial well-being are taken care of.Anna's Takeaways:Self-Care and Maternity Leave (00:00)Defining Self-Care (04:09)Budgeting for Self-Care (08:05)Maximizing Time for Self-Care (11:48)Resources for Enhancing Self-Care (16:56)Books and Journals for Self-Care (21:43)Local Workshops and Events (24:49)Rate, Review, & Follow on Apple PodcastsMoney 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.

January 22, 202543 min

#268 – Taming Photo Overload: Organizing Memories and Building Family Connections with Cathi Nelson

Today, we're diving into a topic that every parent can relate to: managing the overwhelming number of photos and videos we take of our kids and lives. With more than 1.8 trillion photos snapped worldwide every year, it's easy to feel buried in digital (and physical) memories. That’s why I’m thrilled to have Cathi Nelson, founder of The Photo Managers and author of Photo Organizing Made Easy, join us.In this week's episode, Cathi shares her expert strategies for organizing photo libraries—both digital and analog. From simple ways to declutter your digital albums to meaningful projects like creating family yearbooks or kids’ ABC photo books, Cathi’s advice will inspire you to preserve your memories in ways that are enjoyable and stress-free. Whether you’re overwhelmed by photos on your phone, curious about how to digitize old family albums, or looking for ways to engage your kids with family memories, this episode is packed with practical tips and inspiration to get started today.Anna's Takeaways:Introduction to Photo Management and Cathi Nelson (00:00)The Importance of Photos and Storytelling (04:33)Organizing Digital and Analog Photos (07:09)Practical Tips for Organizing Photos (19:35)Privacy and Security of Photos (19:49)Professional Photo Management Services (21:19)Digital Footprint and Legacy Planning (22:02)About guestCathi Nelson transformed her hobby of organizing photos for family and friends into a full-time business in 2009. Soon, she was helping others learn how to become professional photo organizers, eventually creating an association for photo organizers in 2011. Today, The Photo Managers boasts over 700 members worldwide, ranging from part-timers to those enjoying a second-act career to some six and even seven-figure businesses. The Photo Managers offers courses for hobbyists, a Certification program for professional photo managers, and assistance to companies in creating backups and workflows for their images. Cathi is the author of two books, Photo Organizing Made Easy: Going from Overwhelmed to Overjoyed,and A Business Roadmap for Professional Photo Organizers. Discover more at: https://thephotomanagers.com/Rate, Review, & Follow on Apple PodcastsMoney 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?)<a href="https://www.kidmoneyboss.com/optin" rel="noopener...

January 15, 202550 min

#267 – Workday Wins: How Parents Can Boost Productivity and Reclaim Time at Work with Leslie Shreve

Today, we're tackling an issue that hits home for so many of you, overwhelmed by endless to-do lists, emails, and the constant juggling between work and family.Joining us as Leslie Shreve, founder and CEO of Productive Day® and creator of Taskology: The Science of Getting Things Done. Leslie has helped professionals across 30+ Industries reclaim their time, reduce stress, and boost efficiency—often increasing productivity by more than 300%!Listen in as Leslie shares actionable strategies to help you reclaim your workday and find more balance between your professional and personal life. Whether you’re an entrepreneur, a busy professional, or just feeling overwhelmed by the demands of parenting, this episode is packed with insights to help you get more done in less time while reducing your stress.Tune in to learn how to lighten your mental load and start making meaningful changes today!Anna's Takeaways:Leslie's Motivation and Initial Thoughts (01:34)Challenges of Modern Work and Productivity Tools (02:08)The Role of Tools and Methodologies (08:56)Defining and Prioritizing Tasks (11:16)Balancing Work and Personal Life (26:57)Implementing Taskology (27:10)Managing Email and Information Overload (36:51)Applying Taskology to Personal Life (43:56)About Guest:Leslie Shreve, Founder and CEO of Productive Day®, is a workload management and productivity expert who created Taskology® The Science of Getting Things Done, a comprehensive system for managing tasks, time, email, and information. Since 2003, she has helped hundreds of professionals across more than 30 industries increase efficiency by up to 300%, reclaim 1-2 hours in their workday, and reduce time spent in their email inbox by up to 50%. Leslie has been interviewed on television, radio, and podcasts, and her advice has been featured or quoted in the Baltimore Business Journal, SmartCEO Magazine, Fast Company, the Huffington Post, The Globe and Mail,  Business Management Daily, and in several books. Leslie also published her first book in 2016 called, Taskology: How to Unleash the Power of Your Most Productive Workday.Rate, Review, & Follow on Apple PodcastsMoney 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 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 with my son, everything I never learned as a kid.Guest website https://www.linkedin.com/in/leslieshreve/<a href="http://www.productiveday.com/" rel="noopener noreferrer"...

January 8, 202527 min

#266 – [REPLAY] Build Better Financial Systems for 2025

In this rerun, we dive into the mechanics of turning your 2025 goals into real, tangible achievements.We explore tried-and-true tools and methods that have helped countless clients (and ourselves) stay on track, while also breaking down how to maintain consistent financial discipline. Whether you’re starting fresh, aiming for greater stability, or refining your current approach, this episode is packed with insights to support your financial growth in 2025.Anna's Takeaways:Intro (00:00)How Thoughts Influence Actions Towards A Goal (03:53)Financial Planning + Automation (08:53)Goal Tracking Methods (16:11)Setting Smart Financial Goals That Align With Your Values (19:53)Rate, Review, & Follow on Apple PodcastsMoney 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 episodeDavid Bach’s Finish Quick Smart Systems: https://davidbach.com/wp-content/uploads/2016/04/FinishRich_Compressed.pdfBook - How to Change - Katy MilkmanBook - Automic Habits -James ClearFREE 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.Websites:www.mainstreetplanning.comhttps://www.instagram.com/mainstreet_money/

January 1, 202530 min

#265 – [REPLAY] Kickstart Your Financial Success in 2025 | PART 1

As we dive into a brand new year, it’s the perfect time to revisit the essentials of building healthy financial habits. In this rerun, we explore how setting SMART goals and making small, intentional changes can lead to lasting financial success.Whether you're refining your goals or taking the first steps on your financial journey, this episode is full of actionable insights to help you gain clarity and make meaningful progress. Let’s set the stage for a prosperous 2025 by embracing practical strategies that truly work.Remember: It’s never too late to begin making positive changes—let’s do this together!Anna's Takeaways:Breaking Down Financial Goals Into Manageable Steps (06:05)Changing Habits And Making Progress Towards Financial Goals (10:23)Financial Habits And Mindset Changes (15:42)Values And Goals With Financial Planning Insights (21:35)Rate, Review, & Follow on Apple PodcastsMoney 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 episodeDavid Bach’s Finish Quick Smart Systems: https://davidbach.com/wp-content/uploads/2016/04/FinishRich_Compressed.pdfBook - How to Change - Katy MilkmanBook - Automic Habits -James ClearFREE 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.Websites:www.mainstreetplanning.comhttps://www.instagram.com/mainstreet_money/

December 25, 202415 min

#264 – [REPLAY] Gift Ideas for Kids That Grow with Them

As we look ahead to a new year, we’re bringing back a timeless favorite that’s perfect for parents who want to set their children up for lifelong financial success. Originally aired during the holiday season, this episode explores meaningful ways to give gifts that last far beyond the wrapping paper.We dive into the power of gifting investments like stocks or bonds, not just as financial assets but as tools to introduce children to the exciting world of investing. It’s a thoughtful way to provide for today while paving the way for a brighter tomorrow.Anna's Takeaways:-Gift ideas: of actual stock shares-Apps to get the whole family involved: Stockpile and Greenlight offer accessibility, even with smaller amounts of money-Custodial investment accounts for kids UTMA/UGMARate, Review, and follow on Apple PodcastsMoney 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 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.Check out episode #117 Custodial Accounts, and 5 Stocks to begging to teach kids investing

December 18, 202426 min

#263 – [REPLAY] Year-End Financial Checklist for Families: Year End Planning

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)Rate, Review, & Follow on Apple PodcastsMoney 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.FREE DOWNLOAD: "How to Get Your Money in Order as a New Parent" Take the first step toward becoming a money boss for your family with this essential guide to adapting to your new financial reality.

December 11, 202440 min

#262 – What Financial Risks Should Parents Be Ready to Take with Amanda Neely

Today we’re diving into managing financial risk to build a secure future. Joining me is Amanda Neely, Certified Financial Planner™ and CEO of Wealth Wisdom Financial, who specializes in helping families navigate financial planning with practical strategies that minimize unnecessary risk.Amanda shares her inspiring journey from seeing her parents fight about finances as a middle-schooler to building her own business and becoming a trusted advisor. We explore key topics like understanding risk, debunking myths like "no risk, no reward," and using tools like her "Five Smooth Stones" journal to set goals, track progress, and create financial stability. Whether you’re balancing your budget or planning for long-term wealth, this episode is packed with actionable insights!Anna's Takeaways:Journey into financial planning (01:23) Impact of the pandemic on business and financial planning (07:29)Defining and managing financial risk (11:57)Examples of financial risk and mitigation strategies (15:00)The role of financial goals and practical tips (20:11)The importance of financial planning for families (27:10)About Amanda Neely:Amanda Neely is a CFP® (CERTIFIED FINANCIAL PLANNER™) professional and CEO of Wealth Wisdom Financial. She makes financial planning more accessible through podcasting and through developing personalized financial strategies for individuals and couples, as well as profitability strategies for small businesses. She works virtually to help every day Americans all over the United States to create smart, stable financial futures. Rate, Review, & Follow on Apple PodcastsMoney 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.FREE DOWNLOAD: "How to Get Your Money in Order as a New Parent" Take the first step toward becoming a money boss for your family with this essential guide to adapting to your new financial reality.Guest Websites:https://www.linkedin.com/company/wealth-wisdom-financial/https://www.wealthwisdomfp.com/shop - Use the code "moneyboss" for $10 off our journal

November 21, 202437 min

#261 – Family expanding: How to Financially Plan for New Baby Expenses

Exciting news—I’m expecting baby #2! In this episode, I’m sharing the key financial steps to take before and after welcoming a new baby. Drawing from my experience with my first child, I’ll cover how to evaluate how much time off you can afford, adjust your budget for a growing family, ensure proper medical and life insurance coverage, and plan for new expenses like child care and education savings. I’ll also discuss updating health insurance, reviewing estate planning documents, and setting up education savings for your little one’s future. These steps can help you feel prepared and reduce financial stress during this exciting life change. As I prepare for my baby’s arrival, I’ll be taking some time off and sharing some of my best episodes for holiday listening. Fresh episodes will resume in early 2025—stay tuned! If you find this episode helpful, share it with a parent or parent-to-be, and let’s build strong financial foundations together.Anna's Takeaways:Pregnancy Announcement (00:00)Financial Planning Before the Baby Arrives (02:55)Enjoying the Newborn Phase and Long-Term Planning (09:23)Navigating the Holiday Season and Family Dynamics (10:00)Rate, Review, & Follow on Apple PodcastsMoney 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.FREE DOWNLOAD: "How to Get Your Money in Order as a New Parent" Take the first step toward becoming a money boss for your family with this essential guide to adapting to your new financial reality.