Episodes

Dec. 18, 2024

#263 – [RERUN] 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 succe…

Dec. 11, 2024

#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 pl…

Nov. 21, 2024

#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 tim…

Nov. 14, 2024

#260 – Do Business Like a Mother: Finding Harmony in the Chaos with Jen Morris

Today’s guest is Jen Morris, a seasoned entrepreneur, professional actor, and founder of Renegade Motherhood, a brand dedicated to empowering moms to build successful businesses while raising the next generation. Together, J…

Nov. 6, 2024

#259 – Launching into Adulthood: How to Support Your Young Adult’s Journey to Financial Independence with Tess Brigham

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…

Oct. 30, 2024

#258 – How to Teach Children Money Management With Halloween Candy | Revisited

It’s October, and you know what that means—spooky season is officially here! Between costumes, parties, and the excitement of trick-or-treating, your kids are about to score a mountain of candy. But what if you could turn th…

Oct. 23, 2024

#257 – Fit, Strong & Guilt-Free: Coach Jordanna’s Guide to Transforming Your Body After 40

In today’s episode, I sit down with Coach Jordanna, a body transformation expert who helps women in their 40s and beyond build strength, shed weight, and embrace a guilt-free approach to eating. Together, we explore how the …

Oct. 16, 2024

#256 – Open Enrollment Revisited: Maximizing Employee Benefits for Families

It's that time of year again—when we revisit the benefit options that can really shape your family's financial future. In this episode, we went beyond the basics like life insurance, health, dental, and vision coverage, and …

Oct. 9, 2024

#255 – Empowering Families Through Holistic Living and Leadership with Dr. Autumn Swain

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 transformationa…

Oct. 2, 2024

#254 – Unlocking the Power of Health Savings Accounts (HSAs)

In this episode of the Money Boss Parent Podcast, I’m excited to dive into a tool that can really help you manage your healthcare costs—Health Savings Accounts, or HSAs. We’re going to break down how HSAs work, why they’re s…

Sept. 25, 2024

#253 – How to Lead, Not Just Parent, with Thomas Pfanner

In this episode of the Money Boss Parent Podcast, I chat with Thomas Pfanner, better known as the Leadership Dad, about how parenting and leadership go hand in hand when it comes to preparing our kids for the real world. Tho…

Sept. 18, 2024

#252 – How to Prepare for Lower Interest Rates

With the Federal Reserve's upcoming meeting, possible changes in the rates are on the horizon, and now is the time to prepare. In today's episode we’ll cover how these rate adjustments can affect your savings, debt, and inve…

Sept. 11, 2024

#251 - Prepare For The Sandwich Years Of Caring For Children And Aging Parents

In this episode of the Money Boss Parent Podcast, I explore the challenges of the "sandwich years," where many of us find ourselves caring for both our children and aging parents. Joined by Abbe Large, Managing Director at L…

Sept. 4, 2024

#250 – Thank You, Listeners! Reflecting on 250 Episodes of Financial Growth

In this special 250th episode I’m highlighting three key areas that have resonated most with you: Parent Finances, Kids and Money, and Lifestyle topics like goals, health, and finding passion. Thank you for being a part of t…

Aug. 28, 2024

#249 – I Ran My 1st Marathon

In this episode of the Money Boss Parent Podcast, I’m thrilled to share the journey of running my first marathon. From the early stages of training to crossing the finish line at the San Francisco Marathon, this experience p…

Aug. 21, 2024

#248 – Money Skills for Kids Ages 5-8

With my son, Liam, about to start kindergarten, I’ve been thinking a lot about how to introduce him to money in a way that makes sense for his age. I’ve started with simple things like using tooth fairy money and playing wit…

Aug. 14, 2024

#247 - Transforming Education: The Power of Youth Coaching with Joel Nicholson

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 …

Aug. 7, 2024

#246 - Back-to-School Financial Literacy: Essential Tips for Parents and Kids

As we draw nearer to the back-to-school season, how can we make learning about money fun and engaging for our kids? In this episode, we'll explore essential books for parents and kids, online tools, and even California's lat…

July 24, 2024

#245 – Rediscovery in Mid-Age: Navigating Perimenopause and Financial Wellness

Today, we have a special guest, Amita Sharma co founder of NourishDoc, joining us to discuss the intersection of midlife, perimenopause, and financial wellness. Inspired by her own journey, Amita has created a holistic welln…

July 17, 2024

#244 – 529 Plans vs. Coverdell ESAs, Prepaid Tuition, Custodial, and Investment Accounts

Today we're continuing our discussion on comparing 529 college savings plans with other alternatives that parents might want to consider. In this episode, we delve into less traditional options such as Coverdell Education Sa…

July 10, 2024

#243 – Mastering College Planning with Ann Garcia

I’m super excited about today’s episode because we have the amazing Ann Garcia, also known as The College Financial Lady, joining us and we’re diving into all things college planning! Ann is a certified financial planner and…

July 3, 2024

#242 - Celebrating Financial Independence

Today we have a special Fourth of July episode focused on financial independence where we'll explore what it means, how to achieve it, and why it's essential for your family. Drawing parallels between our forefathers' quest …

June 26, 2024

#241 – Which is Better for College Savings? 529 Plans vs. Roth IRAs & Real Estate

While 529 college savings plans are popular for their tax benefits and flexibility, it's worth exploring other avenues to give your family more opportunities and variety for saving for your kids' college education. Today we …

June 19, 2024

#240 – From The Classroom to Financial Freedom Lessons with Danny Kofke

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 …