Money Boss Parent

#230 – Spring cleaning for your finances: 7 money moves to make right now


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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 budget

6. Get rid of unwanted subscriptions

7. Book your 2025 vacation in 2024

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Money Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family.

Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones.

Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!

GRAB your FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team with my son, everything I never learned as a kid.

Resources Mentioned:

  • Find me on Instagram at @moneybossparent and DM me work “HYSA” and I’ll send you a list of my top 5 favorite places where you can open a High Yield Savings Account.
  • Monarch Money - Spending Tracking App

...more
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Money Boss ParentBy Anna Sergunina

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