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
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.
Opportunity Costs and Die With Zero Philosophy
Balance living fully today with planning for tomorrow. Explore opportunity costs and the Die With Zero philosophy for Childfree life.