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
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.
Why I Became a Financial Planner
Personal insights on why I chose to specialize in Childfree financial planning and how lived experience shapes my practice.