Do you want to find a way to ensure both your children’s college education and your own retirement are fully funded? Are you searching for a solution that allows you to achieve financial security for both goals? Join our guest, Anna Sergunina, as she shares her expertise and provides valuable insights on how to strike the perfect balance between funding college and planning for retirement. Discover a path towards achieving financial stability for both your children’s education and your own retirement, allowing you to confidently make informed financial decisions that align with your long-term goals.

Key Notes:

  • 1. Discover innovative methods to balance college savings and retirement planning harmoniously.
  • 2. Explore a panorama of alternative education options that extend beyond the traditional four-year college framework.
  • 3. Uncover strategies to minimize the implications of college savings on financial aid eligibility.
  • 4. Learn the significance of involving children in the decision-making process to finance their college education.
  • 5. Delve into the advantages of professional advice for mastering college savings and retirement planning.

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Here is a free download: $500 off Money Roadmap (full comprehensive financial plan). Normally priced at $5,800 for couples and $4400 for individuals. Let’s come up with a code we can share during the recording and in the show notes.

Meet Anna

Anna Sergunina, CFP® has over 19 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 4-year-old son Liam, and a Wife to her husband, Yuri of 18 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 lives 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 weekly on her own Money Boss Podcast and her personal brand site.

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