Finances
Podcast Episodes
Featured Episode
Episode 207: Scary Stories: Tax Mistakes Childfree People Make
The worst tax stories aren’t about criminals, they’re about ordinary people doing what they thought was fine and walking into a trap. Bri Conn, CFP®, Dr. Jay Zigmont, CFP®, and Maddy Roche walk through real cautionary tales, from the passport the IRS can revoke to the partner’s rent that counts as income, so you can make intentional Childfree money decisions with your eyes open.
Articles
Should I Rollover My 401(k)?
Navigate 401(k) rollovers confidently. Learn the pros, cons, and tax implications when changing jobs or retiring early.
Taxable Investment Accounts: Flexible Investing
Taxable brokerage accounts offer unmatched flexibility—no retirement age restrictions, withdrawal penalties, or contribution limits.
The Power of Sinking Funds: Save Without Stress
Sinking funds reduce financial stress. Save gradually for known big expenses—vacations, car purchases, home repairs—without derailing your budget.
Target Date Funds: Hands-Off Retirement Investing
Target date funds simplified: hands-off retirement investments that automatically rebalance and become conservative as you near retirement age.
Student Loan Repayment for Childfree Individuals
Smart student loan repayment for Childfree borrowers. Explore income-driven plans, refinancing options, and accelerated payoff strategies.
Three-Fund Portfolio: Smart, Low-Cost Investing
Three-fund portfolio strategy: achieve full diversification using just three low-cost index funds. Simple, effective, time-tested approach.