Create a Money Roadmap Without Being Rich (with Anna Sergunina )

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By Shannah Compton Game. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

One big common misconception is that you have to have a ton of money to start doing cool things with your money, like growing it or giving it a direction, and that simply isn’t true. Some of the best money moves I’ve made is when I didn’t have a lot but I knew I needed to be really intentional and good things happened because I had a plan in place.

Our podcast guest, Anna Sergunina is also working to blow up that myth. Anna is a kick-ass Certified Financial Planner and the President & CEO at MainStreet Financial Planning Inc., the nation’s largest fee-only, hourly project-based financial planning business. Even though she became a CFP, she still admits that she made all possible financial mistakes as a young adult. Her career goal is to help you understand that you don't have to be rich to start working on your finances.

What You'll Learn

  • What are some of the biggest myths that people believe when it comes to money that hold them back
  • What is a money roadmap and how do you create one
  • How do you achieve a money goal without being rich
  • Anna's story to becoming a CFP and what she's passionate about teaching
  • Why is everyone talking about money dates

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