Finances

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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

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.

Do I Need Life Insurance Without Kids?

Life insurance without kids: when Childfree people truly benefit from coverage and when it’s perfectly fine to skip it.

How to Execute a Backdoor Roth Conversion

Execute a backdoor Roth conversion successfully. Step-by-step process to avoid mistakes and maximize your tax benefits.

Financial Planning Pyramid: Where to Start

Start strong with the financial planning pyramid. Prioritize your money goals and build a solid wealth foundation from the ground up.

Small Business Finances for Childfree Entrepreneurs

Small business finances for Childfree owners: tax obligations, retirement planning strategies, and effective cash flow management systems.

How Do Capital Gains Work?

Capital gains taxes explained: short-term vs. long-term rates, calculation methods, and smart strategies to minimize what you owe.

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