Finances
Podcast Episodes
Featured Episode
Episode 199: What Women Need to Know About Money and Starting a Business
In the United States, only 15 banks are women-owned. Ilaria Rawlins, CEO of Fortuna Bank, joins Bri Conn, CFP® to talk about why female entrepreneurs face a capital gap that most people do not even know exists, and what she built to change it.
Articles
What Employee Benefits Should I Take?
Maximize employee benefits: evaluate health insurance options, retirement plan features, FSAs, HSAs, and other valuable workplace perks strategically.
How Being Childfree Impacts Your Finances
How being Childfree reshapes your finances: unique opportunities, distinct challenges, and strategies to maximize your wealth potential.
How Many Financial Accounts Do You Really Need?
Simplify your financial life. Learn exactly how many bank accounts, credit cards, and investment accounts you actually need.
Monte Carlo Simulation in Financial Planning
Monte Carlo simulations predict your financial plan’s success probability using thousands of scenarios. Understand this powerful planning tool.
You Got an Inheritance: What Not to Do First
Inherited wealth mistakes to avoid: resist impulsive decisions, understand tax implications, and develop smart strategies for managing your windfall.
Should I Rollover My 401(k)?
Navigate 401(k) rollovers confidently. Learn the pros, cons, and tax implications when changing jobs or retiring early.