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

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

As spring brings warmer weather and sunnier days, it also presents more opportunities to overspend. To combat this, it's time for some financial spring cleaning! Similar to tidying up our homes, we can freshen up our finances by revisiting goals, decluttering paperwork, adjusting withholdings, reviewing insurance policies, and even booking vacations early. These proactive steps help set us up for financial success in the season ahead. Anna's Takeaways: 1. Revisit your resolutions 2. Clean your financial 'junk drawer 3. Invest in high-yield savings 4. Review insurance policies 5. Clean up your ..read more

Ever wondered how to assemble an elite tax team or the intricacies of working with a strategic tax coach to drastically reduce your tax burden? Listen in as my guest, Shauna A. Wekherlien, CPA peels back the curtain on these topics and more, offering her expert predictions for 2024 and sharing valuable insights on deductions and credits you're likely missing. From navigating financial windfalls like selling a business or property to innovative strategies for business owners and side hustlers—like hiring your children or even writing off your dog—Shauna promises legal, effective tactics to ligh ..read more

Today I dive into the world of real estate with the remarkable Anna Fine, a seasoned real estate agent with a wealth of experience in the competitive San Francisco Bay Area market. What makes the San Francisco Bay Area market so unique, and how can buyers and sellers best prepare themselves for success in this high-demand, low-inventory environment? Anna sheds light on the crucial steps for preparation, from securing financing for buyers to the art of staging for sellers, and why focusing on personal needs instead of attempting to time the market is key. Whether you're a seasoned investor, a f ..read more

Despite self-care's apparent necessity, it's alarming that only a third of women engage in regular self-care routines. This episode aims to shift that by offering practical advice on allocating 5-10% of our income to self-care and managing our time effectively, drawing from transformative resources like Marie Forleo's Time Genius course. From leveraging apps like Fabulous and Headspace to delving into impactful reads such as "How Are You, Really?" by Jenna Kutcher, I'm eager to share strategies and tools that support a holistic approach to self-care. Let's embrace this opportunity to reaffirm ..read more

In this episode, I am joined by Audra and Matt Karam, a dynamic duo who blend their backgrounds in child life and finance into a pioneering curriculum aimed at cultivating character and leadership in young children. Together, we explore how their experiences—from running a martial arts school to founding a nonprofit for kids—have shaped their unique approach to parenting and leadership. Listen in to hear their practical advice and strategies that promise not just to inspire but also to equip you with the tools necessary to foster a generation of leaders, ready to face the world with confidence ..read more

Welcome Elizabeth Cates, an influencer and event director, here to share insights from her book, "#The Budget Bash: A Guide to Planning Children’s Parties on a Budget." Whether planning your child's next birthday or seeking tips to elevate your event planning without breaking the bank, this episode offers actionable advice and innovative strategies for budget-friendly celebrations. Transform how you approach party planning, ensuring every celebration is both enchanting and economical. Anna's Takeaways: Intro (00:00) Budget-Friendly Birthday Party Planning (02:58) Birthday Party Ideas For Chil ..read more

 It's my birthday week, and this year, I'm keeping things low-key. Instead of big celebrations, I'm taking some time to reflect on what I want the year ahead to look like. In today's episode, we're talking about how our health connects to our wealth and financial success. I'll share what I'm doing and the tools I'm using to stay on track. First, we'll chat about taking care of our bodies through diet and exercise. Then, I'll dive into the power of journaling for a healthy mind. And lastly, I'll share how feeding my soul. Anna's Takeaways: Focus on Health and how it’s connected to wealth ..read more

Today, we delve into the transformative power of decluttering with expert Kitti Andrews, who has dedicated 20 years to helping people escape overwhelm through organizing both their physical and mental spaces. Decluttering not only tidies up your environment but also brings clarity and a lemony, fresh feeling to your family's daily life. Learn about Kitti's unique one-system approach that promises to revolutionize your routines and enhance your family's well-being. This episode is not just about tidying up; it's about adopting a positive mindset that you can even get your whole family involved ..read more