#240 – From The Classroom to Financial Freedom Lessons with Danny Kofke
Money Boss
by Anna Sergunina
4d ago
My guest and former teacher Danny Kofke's passion for teaching and personal finance led him to write five personal finance books, including "The Wealthy Teacher: Lessons for Prospering on a School Teacher's Salary." In this week's episode he shares his practical tips and actionable advice to help you and your family achieve financial success, even on a modest salary. Tune in to discover how you can make daily changes to set your family on the path to financial freedom. Anna's Takeaways: Intro (00:00) Budgeting & Financial Planning For A Family On A Teacher's Salary (07:37) Teaching Childr ..read more
Visit website
#239 – How To Stay On Top Of Your Budget This Summer
Money Boss
by Anna Sergunina
1w ago
With kids home from school, vacations in full swing, and wedding season upon us, it seems like summer brings a flurry of expenses. Despite the season’s slower pace in other areas, summer can be financially demanding. In today’s episode, I’ll share five practical tips and a useful tool to help you stay on top of your budget, avoid guilt and regrets, and truly enjoy your summer. Anna's Takeaways: Intro (00:00) Budget-Friendly Summer Activities For Families (04:55) Meal Planning And Prep For Summer (09:24) Reducing Waste, And Using Ai For Meal Planning (13:48) Rate, Review, & Follow on App ..read more
Visit website
#238 - Childhood Financial Literacy with Anthony Delauney
Money Boss
by Anna Sergunina
2w ago
Today's special guest, Anthony Delauney is a seasoned financial advisor and the founder of Owning the Dash LLC, an organization dedicated to promoting childhood financial literacy and family financial freedom. He has authored award-winning children's picture books that teach essential money lessons, as well as financial self-help books for couples at different stages of their financial journey. In today's episode, we dive into the best ways to start talking to your children about money, practical tips for making financial education fun and engaging, and common mistakes parents should avoid. St ..read more
Visit website
#237 - Life Insurance Made Simple: Securing Your Family's Future
Money Boss
by Anna Sergunina
3w ago
Have you ever considered how life insurance fits into your financial toolbox? Many of my clients are currently navigating the application process, with some facing challenges because of their health. This has sparked a necessary conversation about the importance of life insurance in securing your family's financial future. Whether you're new to life insurance or revisiting your policy choices, this episode is crafted to provide you with the insights you need. Anna's Takeaways: Intro (00:00) Life Insurance Options For Families (05:27) Financial Planning For Families (10:42) Term Life Insurance ..read more
Visit website
#236 – Banking on Yourself: Mastering Wealth Building Strategies with Mark Willis, CFP
Money Boss
by Anna Sergunina
1M ago
"Banking on Yourself" --- Why is it gaining traction? What can it truly offer to your financial planning? Join me as Mark Willis, a Certified Financial Planner and leading authority on this concept, reveals how you can use whole life insurance policies not just for assurance, but as a dynamic tool for building wealth. How can this strategy help you save for retirement or your next car, or even your children's education? Discover the unique benefits and applications of banking on yourself with Mark Willis, and explore how you can take control of your financial future today. Anna's Takeaways: I ..read more
Visit website
#235 – Saving Smarter With Anne Lester
Money Boss
by Anna Sergunina
1M ago
It sounds simple, but why is saving money so challenging for many of us? This episode features Anne Lester, former head of retirement solutions at JP Morgan, who brings both personal experience and professional expertise to the discussion. Anne explores the psychological barriers that complicate saving, such as anxiety and shame, and shares effective strategies to overcome these hurdles. Discover actionable tips like automating your savings to simplify financial decisions and learn about practical ways to enhance your savings habits for a secure future. Anna's Takeaways: Intro (00:00) Persona ..read more
Visit website
#234 – 5 Strategies to Escape Credit Card Debt
Money Boss
by Anna Sergunina
1M ago
Anna's Takeaways: Popular Debt Management Strategies: Debt Settlement: Overview of how negotiation works, its risks, and potential costs. Credit Counseling: Benefits of getting professional guidance to manage debt and potential fees involved. DIY Debt Management: Tips on managing debt independently through budgeting and expense management. Debt Consolidation Loan: Explanation of consolidating multiple debts into one loan to simplify payments. Credit Card Balance Transfer: Advantages of transferring balances to a card with a lower interest rate and introductory 0% APR. Rate, Review, & Fo ..read more
Visit website
#233 – How to Help Women to Support Their Men to be Physically + Financially Healthy with Bradley Jarryd
Money Boss
by Anna Sergunina
2M ago
Today we're exploring how to support your partner to be physically and financially healthy with financial and health expert; Bradley Jarryd. Listen in as Bradley shares his transformative journey from an overweight child to becoming a model and wellness advocate, emphasizing the importance of both financial prudence and physical health in strengthening relationships. Dig deeper into what it takes to create a supportive environment that fosters personal growth, health, and empowerment in partnerships and learn how balancing health and finances can enrich your relationship and lead to mutual emp ..read more
Visit website
#232 – Financial Things You Won’t Regret Buying
Money Boss
by Anna Sergunina
2M ago
Today we're shaking up traditional financial wisdom by exploring investments you never thought you needed but won't regret making. Curious about how these unconventional purchases can transform your budgeting strategies and offer a clearer path towards financial success? Join me as we unveil the power of smart spending on resources that do more than just save you money—they guide you towards making informed, impactful decisions for a brighter financial future. Anna's Takeaways: Intro (00:00) Budgeting Apps + Financial Planning Consultations (01:52) Financial Planners + Their Payment Structure ..read more
Visit website
#231 – Conscious Fashion & Living with Angela from Threads Worldwide
Money Boss
by Anna Sergunina
2M ago
Welcome back to the Money Boss Parent Podcast, where we explore the intersections of parenthood, entrepreneurship, and financial empowerment. Today, we're venturing into the vibrant world of conscious fashion and living with my guest, Angela Melfi, co-founder and CEO of Threads Worldwide. Angela is on a mission to connect consumers with women artisans from nine countries, including the United States, through fair trade practices that produce exquisite jewelry, home goods, and handbags. In this episode, we delve into how conscious consumerism can be seamlessly integrated into our daily lives. G ..read more
Visit website

Follow Money Boss on FeedSpot

Continue with Google
Continue with Apple
OR