Jan 11, 2022
We all want to have a secure financial future for our families
and our kids’ future. But how do you get there? How do you even
start?
I’m happy to have Anna Sergunina on the show talking about
everything regarding finances and planning for the future so you
can live the lifestyle you really want!
In this episode we talk about:
The #1 thought you need for rate planning
Figuring out where you are at with your finances right now
How to save
How to adjust your mindset and habits
For a copy of Anna’s “New Parent Money Checklist”, you can download
it from the Parent Toolbox. www.parent-toolbox.com
About Anna Sergunina
Anna Sergunina, CFP® has over 16 years of experience as a Certified
Financial Planner and is the CEO of MainStreet Financial Planning,
Inc. one of the nation's largest fee-only, project-based,
planning-only focused companies that serve families with young
children wanting to grow their wealth and make Smart Financial
Decisions along the way!
Anna is a new Mom to her two-year-old son Liam, and a Wife to her
husband, Yuri of 16 years. Not only does she emphasize the
challenges her clients are facing, but she uses her own personal
and professional experience as a mom, wife, and business owner to
help her clients live their best financial life and make smart
financial decisions...so they can have their dream career, a
thriving business, a happy family, perfect health, and of course
the MONEY to do it all!
Anna is an advocate for financial education, and she has been
featured in publications in Business Insider, Forbes, USA Today,
Nasdaq, and WSJ. She was named “A Virtual Force” by Morningstar and
recognized by Financial Advisor Magazine as one of the Top 10 Young
Advisors To Watch in 2017. She also teaches her flagship personal
finance management course, Money Flow System, and engages with her
audience on her own Money Boss Podcast.
Contact information:
Email: anna@mainstreetplanning.com
Social Media:
Website: https://www.mainstreetplanning.com/
LinkedIn:
https://www.linkedin.com/in/anna-sergunina-cfp%C2%AE-5654a07/
Instagram: https://www.instagram.com/anna8sergunina/
Facebook: https://www.facebook.com/anna.sergunina.9
https://www.facebook.com/MainstreetPlanningInc/
Thanks for listening!
It means so much to me that you listened to my podcast! If you
would like to purchase my book or other parenting resources, visit
me at www.yellingcurebook.com
With this podcast, my intention is to build a community of parents
that can have open and honest conversations about parenting without
judgement or criticism. We have too much of that! I honor each
parent and their path towards becoming the best parent they can be.
My hope is to inspire more parents to consider the practice of
Peaceful Parenting. If you know somebody who would benefit from
this message, or would be an awesome addition to our community,
please share it using the social media buttons on this page.
Do you have some feedback or questions about this episode? Leave a note in the comment section below!
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