Today, we're tackling an issue that hits home for so many of you feeling overwhelmed by endless to do lists, emails and the constant juggling act 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+ countries 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 li ..read more

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 Tracki ..read more

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 t ..read more

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 ..read more

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 we ..read more

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 s ..read more

Guiding young adults toward financial independence is not an easy path. Enter Tess Brigham, a seasoned psychotherapist and certified coach known as the “Millennial Therapist” and together, we dive into what it means to truly “launch” our kids in today’s world, where rising costs, student debt, and shifting job markets can make this transition more challenging than ever. Tess shares that the first step in helping young adults find their footing begins not with them, but with us, the parents. She reminds us of the importance of nurturing ourselves, emotionally and financially, so we can model re ..read more

In this episode of the Money Boss Parent Podcast, I chat with Dr. Autumn Swain, an entrepreneur, educator, and mom who’s all about helping families live healthier, more balanced lives. With her background in transformational leadership, Dr. Autumn shares some amazing tips on how parents can prioritize self-care while also teaching their kids important leadership skills. We talk about finding time for wellness, building healthy habits as a family, and the power of leading by example. Tune in for simple but powerful ways to create more balance in your life and set a strong foundation for your ki ..read more

How can personalized coaching truly transform a student's educational journey? Why do students need a coach, and when is the ideal time to start? These are just a few of the intriguing questions we’re diving into in today’s episode. My guest, Joel Nicholson, will share his thoughts on the gaps in our educational system and how Youthfully supports students in launching passion projects, securing internships, and redefining what success looks like today. Are grades and standardized tests really the best indicators of potential? We’ll explore the skills essential for future success, the role of A ..read more

As parents, we're always looking for ways to provide not just for today but to set the stage for our children's tomorrows. As we are wrapping holiday gifts, I would like to share with you in this episode a few ideas about gifts that will keep on giving for many years to come. One impactful way to do this is by gifting an investment such as a stock or bond to your child. It's not merely about offering a financial asset; it's about inviting them into the thrilling world of investing. Anna's Takeaways: -Gif ideas: of actual stock shares -Apps to get the whole family involved: Stockpile and Greenl ..read more