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 this podcast, whether from the start or just joining.

Your support has made this milestone possible, and I’m excited to keep growing with you as we aim to live financially confident lives and raise financially savvy kids.

Now, let’s dive into the highlights from the past 250 episodes!

Anna's Takeaways:

• Celebrating 250 Episodes (00:00)
• Lifestyle Goals, Health, and Finding Passion (04:13)
• Healthcare and Financial Decision-Making (05:45)
• Parent Finances and Building Financial Security (08:42)
• Raising Financially Savvy Kids (11:46)

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 (can you please embed the links?)
5. 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.

Podcast Episodes Shared:



Goals, Health & Finding Passion

1. 191: How to Live a Life Without Goals with Derek Hagen

2. 193: Finding Your Passion and Achieving Financial Freedom with Hugh Zaretski

3. 208: How To Achieve Balanced Lifestyle For Overall Health with Dr. Bryana Gregory

4. 209: Nurturing Healthy Habits in Children: Empowering Families for Well-being with Alicia Mazari

5. 235: Saving Smarter With Anne Lester

 Kids & Money

1. 198: Legacy Series: Should You Open a Savings Account or a Custodial Account For Your Child?

2. 204: Raising Money-Smart Kids: Your Ultimate Resource Guide

3. 210: 529 College Savings Plan: Getting Started [Part 1]

4. 219: Discovering Your Awesome Stuff™ with David Delisle on The Golden Quest

Parent Finances

1. 217: Alternative to Mint.com Budgeting Platform – Monarch Money

2. 224: Unlocking Financial Intimacy: A Guide to Money Dates

3. 237: Life Insurance Made Simple: Securing Your Family's Future]

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 pushed me beyond my comfort zone, teaching me valuable lessons about endurance, resilience, and mental strength. I dive into the challenges of preparing for the race, the mental hurdles I faced, and the surprising twists that arose, like navigating the infamous San Francisco hills.

Beyond the physical challenge, I explore how running a marathon parallels managing your finances—both require long-term commitment, patience, and the ability to take things one step at a time.

Whether you’re a runner, interested in personal growth, or looking for inspiration to tackle your own challenges, this episode offers insights and motivation to help you run the marathon of life with determination and purpose.

Anna's Takeaways:

• Intro (00:00)
• Planning & Training for the Marathon (02:53)
• Balancing Training with Daily Life (09:53)
• Physical & Mental Challenges During Training (15:56)
• Race Day Experience: The Golden Gate Bridge & Beyond (16:43)
• The Final Stretch: Overcoming Mental & Physical Barriers (26:33)
• Post-Race Recovery & Reflection (36:54)
• Connecting the Marathon Experience to Personal Finance (40:40)
• Final Thoughts and Invitation to Join the Financial Marathon (45:50)

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 (can you please embed the links?)
5. 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.

Podcasts to explore:

• Pumped Up Parenting: Creative Ways to Teach Your Child About Financial Success

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 with a toy cash register, which has been a fun way to help him grasp basic concepts.

I’m also exploring ideas like setting up spending, saving, and giving jars, and finding ways to weave money conversations into our everyday life.

If you’re curious about how to get your kids started with understanding money, or if you’re just looking for some new ideas, join me in this episode. Let’s make learning about money a fun and natural part of our kids’ lives!

Anna's Takeaways:

• Teaching Financial Literacy To Young Children (00:01)
• Teaching Money Management Through Play & Real-Life Experiences (05:39)
• Money Management Family Meetings (11:01)
• Allowance, Setting Goals & Money Jars (15:07)

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!

Links mentioned in this episode

Book - Raising Financially Fit Kids by Joline Godfrey,

Cash Register- https://amzn.to/3Ak8GfE

Kids Wallets - https://amzn.to/3AobiZN

3 Jars - https://amzn.to/3M2aVH5

Kid’s Monopoly Game - https://amzn.to/4dEYyfN

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.

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 episode.

My guest, Joel Nicholson, will share his thoughts on the gaps in our educational system and how Youthfully supports students in launching passion projects, securing internships, and redefining what success looks like today.

Are grades and standardized tests really the best indicators of potential? We’ll explore the skills essential for future success, the role of AI in education, and the unique benefits of one-on-one coaching.

Join us for an engaging conversation about empowering the next generation and navigating the ever-changing landscape of education.

Anna's Takeaways:

• Personalized Coaching For Students (0:00)
• Passion Projects And College Admissions (03:30)
• High School Internships & Their Impact On University Admissions (10:25)
• Internships, Academic Achievement & Career Success (15:19)
• Future Of Education, Career Development, And Soft Skills Training (25:00)
• Alternative Education Paths & Coaching For Students (33:29)

Meet Joel Nicholson

Joel Nicholson is widely recognized as the world's top youth coach and the original pioneer of the youth coach role nearly 15 years ago. He created Youthfully, the leading coaching and development platform for students. Youthfully flips the antiquated, one-size-fits-all educational model on its head by offering powerful one-on-one coaching, usually reserved to top executives and making it accessible to young people through an innovative platform. Youthfully helps students of their own, boasting some of the highest success rates to the world’s top employers and universities, thanks to its unique, holistic approach that crafts the whole student. They also help career centers at universities, admissions consulting firms, and tutoring or counselling organizations optimize and scale their coaching functions using Youthfully's technology and systems. Joel's career began in management consulting, but his path quickly veered towards education and tech with the launch and subsequent sale of his first company, CampusRankings, in 2016. He’s a former college professor, and has led workshops at the World Economic Forum in Davos, the University of Toronto, the African Leadership Academy, and other leading institutions.

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
5. 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:

https://instagram.com/youthfullyhq

Schedule a Free Consult

Free Assessment - ReadyU Quiz

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 latest financial literacy initiatives that offer you the support you need.

Whether your child is 4 or 18, there's something here to inspire their financial journey.

So grab a coffee, get comfortable, and let's make this school year financially empowering for your family. Remember, you are the bosses of your own money!

Anna's Takeaways:

• Intro (00:00)
• Finance book for kids (03:45)
• Tips for teaching children about money management (08:16)
• Teaching financial literacy to children & teenagers (12:45)

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 with my son, everything I never learned as a kid.

Website & Links mentioned:

https://www.mainstreetplanning.com/posts/back-to-school-money-skills-essential-guidance-for-parents-and-children/

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 wellness platform to support women navigating this significant stage of life.

In this episode, we dive into managing the unique financial and emotional challenges of midlife transitions, practical tips for maintaining overall wellness during perimenopause, and insights on how to support family members through this transition.

Whether you are experiencing this stage of life yourself or are supporting a loved one transitioning through, this episode is packed with valuable insights and advice that aim to empower and guide you through this important next stage of life.

Anna's Takeaways:

• Intro (00:00)
• Holistic Approach To Menopause Management (07:35)
• Self-Care And Hormonal Balance For Women During Perimenopause (14:31)
• Menopause And Its Impact On Women's Health, Productivity, And Finances (18:27)
• Hormonal Imbalance, And Self-Care For Women. (24:11)

Meet Amita Sharma

As a co-founder of NourishDoc, a global holistic wellness platform for middle-aged women, Amita has over 20+ years of working for e-commerce, fintech and other high tech companies.

Inspired by her perimenopausal journey and working in the high tech world, she felt unsupported and a need to bring the taboo topic of perimenopause and workplace for an open discussion.

She is on a mission to bring affordable holistic wellness to every woman in the world who is going through a midlife journey of perimenopause and beyond

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
5. 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:

Facebook: www.facebook.com/nourishdoc

Instagram: www.instagram.com/nourish_doc

YouTube: https://www.youtube.com/@nourishdoc 

LinkedIn: https://www.linkedin.com/company/nourishdoc/

Website: http://www.nourishdoc.com—-APP is coming out in mid June

Personal Linked: https://www.linkedin.com/in/amita-sharma-nourishdoc/

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 Savings Accounts (ESAs), prepaid tuition plans, custodial, and general investment accounts.

We'll explore the benefits and drawbacks of each, helping you make informed decisions on the best ways to save for your children's education.

Make sure to check out previous episodes (210, 211, and 241) for detailed insights on 529 plans, Roth IRAs, and real estate options. Join me in navigating the various paths to securing your child's educational future.

Remember, you are the boss of your money!

Anna's Takeaways:

• Intro (00:00)
• 529 Accounts For K-12 Education Expenses With Pros & Cons (04:02)
• Prepaid Tuition Plans & Their Benefits (08:29)
• Custodial Accounts For College Savings (15:33)
• College Savings Options (21:04)

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 with my son, everything I never learned as a kid.

Website & Links mentioned:

Where to Open Accounts: Vanguard, Fidelity, Charles Schwab

• #210 – 529 College Savings Plan: Getting Started [Part 1
• #211 – Maximizing 529 Plans: Tax Benefits and Best Practices (Part2)
• #241 - Which is Better for College Savings? 529 Plans vs. Roth IRAs & Real Estate

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 the author of How to Pay for College who is a sought-after expert that has developed a fantastic framework for creating your own college plan.

So, what does that framework look like? Well, Ann breaks down financial tasks and family conversations by your child's life phase-making the whole process so much more manageable and clear.

As a parent of twins who graduated debt-free from college, Ann brings both professional and personal experience to the table. So, whether you’re just starting to think about college or deep in the planning process, this episode is packed with practical advice and insights.

Ready to dive in and learn how to plan for college like a pro? Let’s get started!

Anna's Takeaways:

• Intro (00:00)
• Financial Tasks & Conversations For Parents & Students (02:06)
• College Savings, Paths & Flexibility (08:39)
• Saving For College, Financial Aid & Budgeting (13:26)
• Balancing Priorities & Creating A Personalized Budget (20:15)
• Scholarships - Involving Students In The Process (27:14)
• How Parents Can Support Their High School Students (30:28)
• Managing Expectations (35:40)

About Ann Garcia:

Ann Garcia is a Certified Financial Planner and go-to expert on paying for college. She is the author of the critically-acclaimed "How to Pay for College" and a sought-after media guest who's been quoted in the New York Times, the Wall Street Journal, and U.S. News and World Report, to name a few. Ann recently launched an interactive online course to help parents (and their advisors) affordably build saving for college and applying for aid into their broader financial plan. As a parent whose twins just graduate debt-free from college, Ann's expertise expands beyond FAFSAs and 529s — she understands the emotional components of helping your child set and achieve goals for their future. Outside of financial planning, Ann is an avid runner, skier and fan of middle school rock concerts.

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. 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:

https://howtopayforcollege.com/

Masterclass- for older kids

https://www.facebook.com/collegefinanciallady

https://www.linkedin.com/in/ann-garcia-cfp/

https://twitter.com/anngarciacfp

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 for freedom and personal finance, we'll delve into the historical context of financial independence today, key steps to achieve it, tips for teaching kids about money, and ways to celebrate financial wins.

Join me in starting your journey toward financial freedom!

Anna's Takeaways:

• Intro (00:00)
• Personal Finance & Economic History (04:59)
• Evolution Of Finance, Technology & Financial Education (09:39)
• Financial Independence (16:20)
• Teaching Kids Basic Money Skills & Celebrating Financial Wins (20:31)

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 with my son, everything I never learned as a kid.

Website & Links mentioned:

• Open a Savings Account:

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 are looking at Roth IRAs and real estate which offer unique benefits, such as tax-free growth and potential rental income, that could provide more flexibility and financial stability for your family's future beyond college for your kids.

Join me in exploring how you can diversify your savings approach and ensure a bright future for your children.

Anna's Takeaways:

• Intro (00:00)
• 529 College Savings Plans Drawbacks (04:03)
• Using Roth Iras & Real Estate For College Savings (08:14)
• Alternative Ways To Fund College Education (12:44)

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 with my son, everything I never learned as a kid.

Website & Links mentioned:

• Websites Where You Can Open Accounts: Vanguard, Fidelity, Charles Schwab.
• #210 – 529 College Savings Plan: Getting Started [Part 1
• #211 – Maximizing 529 Plans: Tax Benefits and Best Practices (Part2)