Episodes
May 26, 2024
#237 - Life Insurance Made Simple: Securing Your Family's Future
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 neces…
May 22, 2024
#236 – Banking on Yourself: Mastering Wealth Building Strategies with Mark Willis, CFP
" 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…
May 8, 2024
#235 – Saving Smarter With Anne Lester
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 …
May 1, 2024
#234 – 5 Strategies to Escape Credit Card Debt
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 potent…
April 26, 2024
#233 – How to Help Women to Support Their Men to be Physically + Financially Healthy with Bradley Jarryd
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 …
April 10, 2024
#232 – Financial Things You Won’t Regret Buying
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 …
April 3, 2024
#231 – Conscious Fashion & Living with Angela from Threads Worldwide
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…
March 29, 2024
#230 – Spring cleaning for your finances: 7 money moves to make right now
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 finance…
March 20, 2024
#229 – Unlocking Tax Benefits: Strategies for Families with The Tax Goddess Shauna A. Wekherlien, CPA
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…
March 13, 2024
#228 - Navigating Bay Area Real Estate in 2024 with Anna Fine
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 marke…
March 6, 2024
#227 – Self-Care For Women
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-ca…
Feb. 28, 2024
#226 – Building Stand Out Leaders: Nurturing Exceptional Kids with Audra and Matt Karam
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…
Feb. 21, 2024
#225 – Budget-Friendly Bash: A Parent’s Guide to Planning Kid’s Parties with Ease with Elizabeth Cates
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 …
Feb. 14, 2024
Unlocking Financial Intimacy: A Guide to Money Dates
Money Dates aren't just about numbers; they're about strengthening your relationship through open communication and shared financial goals. Here's how to make the most of your money dates: Set the Mood: Create a special atmo…
Feb. 9, 2024
#223 – Health is Wealth
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 healt…
Jan. 31, 2024
#222 – Decluttering for Clarity with Kitti Andrews
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 no…
Jan. 24, 2024
#221 - Healthy Financial Systems in 2024 Part 2
In this week's episode, we delve deep into the mechanics of establishing effective financial systems, ensuring that the goals you've set for the 2024 don't just remain plans but turn into achievable successes. We'll discuss …
Jan. 19, 2024
#220 – Healthy Financial Habits in 2024 | Part 1
In my latest episode, here at Mainstreet we're delving into the essentials of healthy financial habits for 2024. We're exploring how setting SMART goals and making small, impactful changes can pave the way to financial succe…
Jan. 10, 2024
#219 – Discovering Your Awesome Stuff™ with David Delisle on The Golden Quest
Why do we actually want money, and how does this question alter the way we teach financial wisdom to our kids? Today we're diving deep, challenging the age-old mantras of financial literacy for kids and even us as parents. J…
Jan. 3, 2024
#218 – 5 truths I learned as a mom of 5-year-old boy
In this heartfelt episode, I celebrate my son Liam turning 5 today. Reflecting on our family's routines and Liam's growth, I share the phases of motherhood and the lessons learned. The episode highlights five truths, from em…
Dec. 27, 2023
#217 - Alternative to Mint.com Budgeting Platform - Monarch Money
Welcome to another exciting episode where we venture into the world of budgeting platforms. Today, we're breaking down Monarch Money, a third budgeting app that's caught my attention. After years of being a loyal Mint.com us…
Dec. 19, 2023
#216 Gifts for Kids That Keep on Giving
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 gi…
Dec. 15, 2023
#215 – Alternative to Mint.com Budgeting Platform – YNAB (You Need A Budget) with Katherine Edwards, CFP
Today we are continuing our discussion about what budgeting platform you should consider if you've been a longtime user of mint.com. Certified Financial Planner, Katherine Edwards joins us to share of her experience using th…
Dec. 13, 2023
#214 – Alternative to Mint.com Budgeting Platform – Tiller Money with Jennifer Bush, CFP
Today we are continuing our discussion on alternatives to mint.com with my guest, and certified financial planner; Jennifer Bush. In going through this process of figuring out what I will do once Mint goes away, I have been …