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

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 topics and more, offering her expert predictions for 2024 and sharing valuable insights on deductions and credits you're likely missing.

From navigating financial windfalls like selling a business or property to innovative strategies for business owners and side hustlers—like hiring your children or even writing off your dog—Shauna promises legal, effective tactics to lighten your tax load.

If you're ready to transform your approach to taxes and uncover strategies to keep more of your hard-earned money in your pocket, this episode is a treasure trove of wisdom you won't want to miss.

Anna's Takeaways:

• Intro (00:00)
• Minimizing Tax Burden (01:36)
• Building A Team Of Professionals (04:18)
• Working With CPA’s (10:17)
• Tax Strategies For Individuals And Businesses (13:41)
• Starting A Business + Using Children In Tax-Free Income (19:09)
• Saving Money For Children's Education (25:21)
• Families With Businesses + Investments (28:07)
• 529 College Savings Plans + Alternative Life Insurance Options (32:31)
• Families With Kids (38:12)
• Strategies For Significant Life Changes (41:04)

Meet Shauna A. Wekherlien, CPA:

Shauna A. Wekherlien, CPA, MTax, CTC, CTS, commonly known as The Tax Goddess, is a US’ Top 1% ranked, highly sought-after Tax Strategist. She is passionate about helping successful business owners, entrepreneurs, and high-wage earners reduce their tax burden. Having founded Tax Goddess Business Services, PC in 2004, she has built a large global team of tax specialists who use "plain language" (not tax code) to help her clients create tax opportunities and manage tax risk legally.

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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!

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

FREE Chapters of the new book “The 6 % Life”

Facebook Page - https://www.facebook.com/thetaxgoddess

Instagram Page - https://www.instagram.com/thetaxgoddess/

Twitter - https://twitter.com/TaxGoddess

Linkedin - https://www.linkedin.com/in/taxgoddess/

Website - https://taxgoddess.com/

Youtube - https://www.youtube.com/channel/UCyaKEndOmUohZ-Rpre2_law

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 market so unique, and how can buyers and sellers best prepare themselves for success in this high-demand, low-inventory environment?

Anna sheds light on the crucial steps for preparation, from securing financing for buyers to the art of staging for sellers, and why focusing on personal needs instead of attempting to time the market is key.

Whether you're a seasoned investor, a first-time buyer, or simply fascinated by the intricacies of real estate, this episode promises to offer valuable insights and inspire your own property buying or selling journey.

Anna's Takeaways:

• Intro (00:00)
• Preparing For Home Buying And Selling (07:33)
• Real Estate Financing And Down Payments (11:59)
• Real Estate Market Trends And Strategies For Sellers (17:05)
• Real Estate Market Advice For Sellers And Buyers (23:22)

Meet Anna Fine:

Anna Fine, a dedicated Realtor® with a background in nursing, has been a South Bay Area resident since 2009. Transitioning from a successful 18-year career as an acute care and operating room nurse, Anna ventured into real estate in 2020. Her nursing background equipped her with invaluable interpersonal skills, seamlessly translating into exceptional service for her real estate clients. A homeowner since the age of 21 and a seasoned real estate investor, Anna runs a thriving real estate business, specializing in buyers, sellers, and investors. As a Master Certified Negotiation Expert (MCNE), Real Estate Negotiation Expert (RENE), and Certified Luxury Home Marketing Specialist, Anna delivers a true Concierge Experience, managing every aspect of the home buying or selling process.

Fluent in English, Russian, Hebrew, and Ukrainian, Anna is actively involved in prestigious real estate associations, including serving as the First Vice President of the Women's Council of Realtors Silicon Valley Branch. In addition to her real estate expertise, Anna is certified in plant-based nutrition and has embraced a plant-based lifestyle since 2019. Her holistic approach underscores the profound connection between health and wealth, making her not only a trusted Real Estate Advisor but also an advocate for well-being in the community.

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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!

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

FREE DOWNLOAD - https://annafinerealestate.com/buyers-guide

Web Site to learn more: https://annafinerealestate.com/

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

FB: https://www.facebook.com/anna.fine.20

LinkedIn: https://www.linkedin.com/in/realtor-anna-fine/

YouTube: https://www.youtube.com/@AnnaFineRealEstate/videos

Twitter: https://twitter.com/Annamyrealtor

Yelp: https://www.yelp.com/biz/anna-fine-real-estate-san-jose-2

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-care and managing our time effectively, drawing from transformative resources like Marie Forleo's Time Genius course.

From leveraging apps like Fabulous and Headspace to delving into impactful reads such as "How Are You, Really?" by Jenna Kutcher, I'm eager to share strategies and tools that support a holistic approach to self-care.

Let's embrace this opportunity to reaffirm our commitment to self-care, making it an integral part of our journey towards thriving in every aspect of our lives.

Anna's Takeaways:

• Intro (00:00)
• Budgeting For Self-Care (03:15)
• Prioritizing Self-Care And Managing Time Effectively (08:14)
• Self-Care Apps And Devices (14:38)
• Self-Care Practices (19:34)

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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!

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

Old podcast episode: #184 https://annasergunina.com/captivate-podcast/financial-self-care/

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, we explore how their experiences—from running a martial arts school to founding a nonprofit for kids—have shaped their unique approach to parenting and leadership.

Listen in to hear their practical advice and strategies that promise not just to inspire but also to equip you with the tools necessary to foster a generation of leaders, ready to face the world with confidence and compassion.

Anna's Takeaways:

• Intro (00:00)
• Raising Confident Leaders (02:03)
• Parenting And Legacy (04:21)
• Leadership Skills And Martial Arts For Families (06:58)
• Teaching Children Self-Confidence (09:30)
• Brain Development And Language Learning In Children (15:36)
• Child Development Strategies (19:31)
• Olympic Gymnastics (23:06)
• Teaching Children Life Skills (26:56)
• Praising Children Effectively (33:43)
• Good Manners (36:03)
• Social Skills + Making Friends (46:33)

Meet Audra and Matt Karam

Audra, with a Child Life Bachelor's Degree, and her husband Matt, bring 20 years of experience in creating a successful Character and Leadership Development curriculum for children aged 3-9. They've raised their 4 children while managing businesses, helping over 1,000 families develop leadership skills. Audra, recognized with national awards, has worked with Fortune 100 and 500 companies. Matt, with 25 years of teaching, holds a Finance degree and owns multiple successful businesses. Together, they founded Karam's Little Leaders, a program for PreK-4th grade, and a non-profit to support children. Their passion is helping parents raise Stand Out Leaders.

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

Making Friends for your 3-9y.o. Booklet - FREE- Download: makefriends.club

Website to learn more: BlackBeltBruce.com

Black Bruce Course - Special discount for Money Boss Podcast listeners:

Discount Code: 'anna1' - 1 child = $148 monthly SAVINGS. (1 child = $49/mo)

If they have more than 1 child, they can take advantage of a greater discount for each child. 

Discount Code: 'anna2' - (2 children = $59/mo)

Discount Code: 'anna3' - (3 children = $69/mo)

**OR** Best Deal!!

Pay for 12 months in advance and pay only $29/month = $348 billed annually

If you have any questions, please email them to: [email protected]

YouTube: https://www.youtube.com/channel/UCUcdidSuu_GpnhC1p-PR_kg

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

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

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 tips to elevate your event planning without breaking the bank, this episode offers actionable advice and innovative strategies for budget-friendly celebrations.

Transform how you approach party planning, ensuring every celebration is both enchanting and economical.

Anna's Takeaways:

• Intro (00:00)
• Budget-Friendly Birthday Party Planning (02:58)
• Birthday Party Ideas For Children (07:56)
• Creating Lasting Memories (11:54)
• Using Technology For Creative Party Planning (15:45)
• Food And Decorations (19:35)
• Creating Meaningful Birthday Experiences For Children (26:24)
• Host A Family Christmas Party Despite Limited Resources (30:55)
• Budgeting For Kids' Parties And Planning Resources (35:58)

Meet Elizabeth Cates

Elizabeth Cates: She emerged as a mummy blogger and successful influencer, partnering with top brands, and eventually creating her own playgroup company, Petite Puddings and is the author of upcoming book: #BudgetBash A Guide to Planninf Childrens Parties on a Budget.

Elizabeth Cates' journey into mummy blogging and influencing was a pivotal step in her career. With the guidance of a business coach, she harnessed her creativity and social media presence to monetize her income while being a stay-at-home mom.

Children's Parties Revolution: Petite Puddings, created in 2022, is a groundbreaking concept, combining local supplier showcases with fun, themed events for parents. It's a unique trade show and playdate hybrid, providing invaluable support for those with social anxiety and a love for children's parties.

Upcoming Book: Elizabeth Cates' upcoming book, "How to Make Parties Pop: A Guide to Children's Parties on a Budget," offers a treasure trove of tips and tricks for parents who want to create memorable parties without breaking the bank.

Inspirations and Advocacy: Her story serves as a beacon of hope for moms who aspire to balance family, creativity, and entrepreneurship. Elizabeth Cates aims to empower and inspire other mothers to find their passion and support their families while nurturing their creative side.

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. 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

Website: Beth Brings The Bash

New Book: #BudgetBash: A Guide to Planning Children's Parties on a Budget

Guest Social

Instagram: @bethbringsthebash

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 atmosphere to foster comfort and relaxation.
• Agenda: Outline topics to cover, from budget reviews to long-term financial plans.
• Open Communication: Encourage honesty and transparency about financial concerns and aspirations.
• Goal Setting: Align your financial goals as a couple, both short-term and long-term.
• Budget Review: Evaluate your budget together, making any necessary adjustments.
• Celebrate Progress: Acknowledge and celebrate financial milestones and achievements.
• Plan for the Future: Discuss upcoming financial decisions and changes.
• Regular Check-Ins: Make money dates a routine to maintain financial accountability and alignment.

On Instagram, @moneybossparent DM me “Money Date” and I will send you my Money Date Checklist.

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.

Links mentioned:

EP #217-Alternative to Mint.com- Monarch Money

Guest website: www.mainstreetplanning.com

 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 health connects to our wealth and financial success. I'll share what I'm doing and the tools I'm using to stay on track.

First, we'll chat about taking care of our bodies through diet and exercise. Then, I'll dive into the power of journaling for a healthy mind.

Anna's Takeaways:

• Focus on Health and how it’s connected to wealth and financial success
• What I am doing and the tools I am using to fuel my
• Body
• Mind
• Soul

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.

Guest website & Links mentioned

• Financial Planning - mainstreetplanning.com
• Fitness Apps: Nike Running Club and 7 Minute Workout
• Good Housekeeping-Mediterranean Diet
• Oura ring- monitoring daily activity levels, tracking workouts, and measuring progress toward fitness goals.
• Daily journaling- using 5-minute reflection Jenna Kutcher’s journal
• Time Genius Course by Marie Forleo- as I get older, I am starting to value time more than money. This year I want to focus on maximizing my time.

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 not only tidies up your environment but also brings clarity and a lemony, fresh feeling to your family's daily life.

Learn about Kitti's unique one-system approach that promises to revolutionize your routines and enhance your family's well-being.

This episode is not just about tidying up; it's about adopting a positive mindset that you can even get your whole family involved in.

Tune in for an enlightening conversation that could be the key to transforming your home, mind and heart.

Anna's Takeaways:

• Intro (00:00)
• Decluttering + Organization With A Personal Touch (02:44)
• Decluttering Physical Space + Mental Well-Being (07:54)
• Decluttering + Organizing A Room (13:04)
• One Area Of A Room At A Time (19:37)
• Teaching Children Decluttering Skills (24:03)
• Decluttering + Its Connection To Mental Clarity (30:33)
• Maintaining Tidiness (37:29)
• Decluttering Tips And Habits (43:17)

Meet Kitti Andrews:

For over 20 years Kitti Andrews has been helping people to get unstuck and out of a state of overwhelm by getting their physical and mental surroundings under control by helping them to declutter their space and brain. Kitti has written, directed and performed over 800 online videos devoted to decluttering the five life pillars, which furnish the content for her daily newsletter. Her speaking career spans interviews on top podcasts and summits as well as Stanford and Harvard. She has contributed articles that have garnered her front-page status in the Los Angeles Tribune Magazine. as well as an upcoming interview in USA Today.

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
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.
5. Websites:

Guest website: https://www.declutterthebrain.com/

Guest social media:

Facebook: https://www.facebook.com/kitti.andrews.21

LinkedIn: https://www.linkedin.com/in/kitti-andrews-87644055/

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

Twitter: https://twitter.com/kittiandrews

YouTube: https://bit.ly/3GQuWw8 for brevity

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 popular tools and methods that have worked wonders for our clients and ourselves while also unravelling the mystery of obtaining a consistent financial discipline.

So whether you're just starting out managing your finances, seeking personal financial stability, or simply looking to refine your current systems, this episode is a must-listen.

Don't miss this chance to transform your financial journey with the Money Boss Podcast!

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/