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
Am I Spending Too Much or Saving Too Much?
Strike the perfect balance between enjoying life today and securing your financial future—without kids in the equation.
7 Ways Childfree Financial Planning Is Different
Discover 7 fundamental ways Childfree financial planning differs from traditional approaches. Your money strategy should reflect your life.
Incentive Stock Options: The Basics
Master incentive stock options (ISOs): how they work, tax implications, exercise timing, and strategies to maximize their value.
Should Married Couples Always File Taxes Jointly?
When filing separately beats joint filing for married couples. Learn the tax scenarios where each strategy wins.
What Is a Backdoor Roth Conversion?
High earners: Learn the backdoor Roth conversion strategy to bypass income limits and access tax-free retirement growth.
What's It Like Meeting a Financial Planner?
Demystify the financial planning process. Learn what happens in a CFP meeting and how professional guidance transforms your finances.