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
Are You Taking Too Much Investment Risk?
Assess whether you’re taking too much investment risk. Align your portfolio with your true comfort level and financial goals.
How to Set Goals for Your Finances
Set meaningful financial goals aligned with your values and Childfree lifestyle. Practical tips to get started and stay motivated.
ETFs vs. Mutual Funds: Simplifying Your Choices
ETFs vs. mutual funds made simple: compare costs, tax efficiency, and trading flexibility to choose what’s right for you.
Beginner's Guide to Saving and Investing
Master the fundamentals: emergency funds, retirement accounts, and investment basics. Your complete beginner’s guide to building wealth.
Will Social Security Be Around When You Retire?
Social Security’s future explained: projected program changes, solvency outlook, and how to plan your retirement regardless of uncertainty.
AUM vs. Flat-Fee Financial Planning: Which is Right for Your Childfree "Die With Zero" Goals?
Here’s why flat-fee financial planning aligns better with the “Die With Zero” philosophy many Childfree people choose.