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 Tracking Methods (16:11)
• Setting Smart Financial Goals That Align With Your Values (19:53)

1. Rate, Review, & Follow on Apple Podcasts
2. 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!
3. Links mentioned in this episode

David Bach’s Finish Quick Smart Systems: https://davidbach.com/wp-content/uploads/2016/04/FinishRich_Compressed.pdf

Book - How to Change - Katy Milkman

Book - Automic Habits -James Clear

1. 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 my son, everything I never learned as a kid.
2. Websites:

www.mainstreetplanning.com

https://www.instagram.com/mainstreet_money/

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 this together!

Anna's Takeaways:

• Breaking Down Financial Goals Into Manageable Steps (06:05)
• Changing Habits And Making Progress Towards Financial Goals (10:23)
• Financial Habits And Mindset Changes (15:42)
• Values And Goals With Financial Planning Insights (21:35)

1. Rate, Review, & Follow on Apple Podcasts
2. 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!
3. Links mentioned in this episode

David Bach’s Finish Quick Smart Systems: https://davidbach.com/wp-content/uploads/2016/04/FinishRich_Compressed.pdf

Book - How to Change - Katy Milkman

Book - Automic Habits -James Clear

1. 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 my son, everything I never learned as a kid.
2. Websites:

www.mainstreetplanning.com

https://www.instagram.com/mainstreet_money/

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 stock shares

-Apps to get the whole family involved: Stockpile and Greenlight offer accessibility, even with smaller amounts of money

-Custodial investment accounts for kids UTMA/UGMA

Rate, Review, and follow on Apple Podcasts

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!

Links mentioned in this episode

• 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 my son, everything I never learned as a kid.
• Check out episode #117 Custodial Accounts, and 5 Stocks to begging to teach kids investing

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 wellness investing in your health is also important—because wellness is wealth. It’s all part of a bigger mindset: taking care of your finances and yourself so you can step into the new year with confidence.

Anna's Takeaways:

• Year-End Money Goals Introduction (00:00)
• Estate Plan Update and One-Page Estate Plan Summary (01:08)
• Travel Budget and Family Trip Planning (02:48)
• Holiday Shopping and Tax Planning (05:16)
• Health and Wellness Focus (07:43)
• Year-End Money Management Strategies (10:21)
• 529 College Savings Accounts and Deductible Bills (17:04)

Rate, Review, & Follow on Apple Podcasts

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!

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 my son, everything I never learned as a kid.

FREE DOWNLOAD: "How to Get Your Money in Order as a New Parent"

Take the first step toward becoming a money boss for your family with this essential guide to adapting to your new financial reality.

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 set goals, track progress, and create financial stability. Whether you’re balancing your budget or planning for long-term wealth, this episode is packed with actionable insights!

Anna's Takeaways:

• Journey into financial planning (01:23)
• Impact of the pandemic on business and financial planning (07:29)
• Defining and managing financial risk (11:57)
• Examples of financial risk and mitigation strategies (15:00)
• The role of financial goals and practical tips (20:11)
• The importance of financial planning for families (27:10)

About Amanda Neely:

Amanda Neely is a CFP® (CERTIFIED FINANCIAL PLANNER™) professional and CEO of Wealth Wisdom Financial. She makes financial planning more accessible through podcasting and through developing personalized financial strategies for individuals and couples, as well as profitability strategies for small businesses. She works virtually to help every day Americans all over the United States to create smart, stable financial futures. 

Rate, Review, & Follow on Apple Podcasts

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!

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 my son, everything I never learned as a kid.

FREE DOWNLOAD: "How to Get Your Money in Order as a New Parent"

Take the first step toward becoming a money boss for your family with this essential guide to adapting to your new financial reality.

Guest Websites:

https://www.linkedin.com/company/wealth-wisdom-financial/

https://www.wealthwisdomfp.com/shop - Use the code "moneyboss" for $10 off our journal

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 time off you can afford, adjust your budget for a growing family, ensure proper medical and life insurance coverage, and plan for new expenses like child care and education savings.

I’ll also discuss updating health insurance, reviewing estate planning documents, and setting up education savings for your little one’s future. These steps can help you feel prepared and reduce financial stress during this exciting life change.

As I prepare for my baby’s arrival, I’ll be taking some time off and sharing some of my best episodes for holiday listening. Fresh episodes will resume in early 2025—stay tuned! If you find this episode helpful, share it with a parent or parent-to-be, and let’s build strong financial foundations together.

Anna's Takeaways:

• Pregnancy Announcement (00:00)
• Financial Planning Before the Baby Arrives (02:55)
• Enjoying the Newborn Phase and Long-Term Planning (09:23)
• Navigating the Holiday Season and Family Dynamics (10:00)

Rate, Review, & Follow on Apple Podcasts

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!

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 my son, everything I never learned as a kid.

FREE DOWNLOAD: "How to Get Your Money in Order as a New Parent"

Take the first step toward becoming a money boss for your family with this essential guide to adapting to your new financial reality.

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, Jen and I unpack what it means to "do business like a mother," discussing how women, especially moms, bring unique strengths like empathy, problem-solving, and multitasking to their careers; while also exploring the hidden challenges—like burnout, setting boundaries, and balancing ambitions with personal goals.

For any mom juggling family life with business aspirations, this episode offers invaluable advice on navigating both worlds.

Anna's Takeaways:

• Intro (00:00)
• The Power of Motherhood in Business (05:41)
• Setting Personal and Professional Goals (13:11)
• Practical Tips for Balancing Work and Life (14:58)
• Building a Supportive Community (25:31)
• Jen's Community: Renegade Motherhood and Mother Mind Collective (26:14)
• The Role of Community in Overcoming Challenges (33:33)

About Jen Morris:

Jen Morris has been birthing ideas, raising businesses and blazing trails for nearly two decades. 

As the founder of Renegade Motherhood, she is committed to elevating, amplifying​ and connecting moms in business. 

Jen is a natural storyteller and public speaker and is obsessed with bringing people together.

Rate, Review, & Follow on Apple Podcasts

1. 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. 
2. 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!

Links mentioned in this episode:

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 my son, everything I never learned as a kid.

Guest website:

Instagram: https://www.instagram.com/renegade.motherhood

Website: https://www.renegademotherhoodlife.com/collective

https://www.renegademotherhoodlife.com/collective

Personal Gmail: [email protected]

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 resilience and responsibility for our children.

If you’re looking for a fresh perspective on how to support your young adults during these formative years, this episode is packed with practical advice and comforting reassurance. 

Anna's Takeaways:

• Transitioning Young Adults to Financial Independence (00:00)
• Parental Challenges and Self-Care (03:54)
• Financial Considerations for Parents (08:30)
• Young Adults' Perspectives and Generational Differences (11:50)
• Educating Young Adults on Personal Finance (16:24)
• Balancing Support and Independence (19:07)
• Navigating College Decisions and Debt (23:04)
• Parental Guilt and Self-Blame (31:04)
• Supporting Young Adults Through Coaching (32:49)

Tess Brigham (MFT, BCC) dubbed the “Millennial Therapist” by CNBC is an expert psychotherapist, certified coach, author and Tedx speaker. She specializes in helping young adults discover their unique life path in order to go out into the world and make an impact. Based in the San Francisco Bay Area, Tess has over 20 years of experience and is a regular contributor at both CNBC and Forbes.

Rate, Review, & Follow on Apple Podcasts

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!

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 my son, everything I never learned as a kid.

Guest websites:

Instagram: https://www.instagram.com/tess_brigham/

LinkedIn: https://www.linkedin.com/in/tessbrigham/

Youtube: https://www.youtube.com/@tessbrighamtherapistcoach1794

Facebook: https://www.facebook.com/TessBrighamcoaching

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 that sugar stash into more than just a sweet treat?

This Halloween, let’s use all that candy to sneak in some fun, practical lessons about money management! Join me for six creative ways to introduce your kids to essential money concepts.

Anna's Takeaways:

• Using Halloween Candy to Teach Money Lessons (02:42)
• Motivation and Effort for Candy (04:48)
• Saving vs. Spending Concepts (05:51)
• Budgeting vs. Binging (07:41)
• Teaching the Concept of Taxes (08:41)
• Investing Concepts with Candy (09:11)
• Charitable Intentions and Sharing (10:44)

1. Rate, Review, & Follow on Apple Podcasts
2. 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. 
3. 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!
4. Links mentioned in this episode

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 my son, everything I never learned as a kid.

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 same principles we use for financial planning—like setting clear goals, staying disciplined, and overcoming setbacks—can be applied to fitness and well-being.

Whether you're starting fresh or fine-tuning your goals, this conversation will inspire you to approach both your health and finances with intention and show you that it’s never too late to begin.

Anna's Takeaways:

• Journey into Fitness Coaching (02:53)
• Comparing Financial and Fitness Planning (03:25)
• Overcoming Self-Sabotage and Building Discipline (05:52)
• Handling Setbacks and Staying on Track (30:24)
• Addressing Common Misconceptions and Long-Term Goals (31:37)
• Components of Jordana's Fitness Program (33:27)
• Handling Emotional Eating and Slip-Ups (33:40)
• Balancing Fitness and Longevity (33:55)

About guest

Coach Jordanna is an online body transformation coach specializing in working with women in their 40's and beyond to lose weight, gain strength and eat guilt free. After 15 years in corporate marketing she began a second career as a Coach. Combining her lived experience as a working mom and her knowledge in personal training/nutrition and eating psychology, Jordanna has transformed the lives of hundreds of her clients. 

Rate, Review, & Follow on Apple Podcasts

1. 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. 
2. 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!
3. Links mentioned in this episode (can you please embed the links?)
4. 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 my son, everything I never learned as a kid.

Guest website

@jordannanativ on IG

@CoachJordanna on Facebook

coachjordanna.ca on the web

The Vault Resources

https://view.flodesk.com/pages/649efe355fbda70a14000fd4

https://www.getsculpted.ca/