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
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.
How Do Income Taxes Work?
Income tax fundamentals: understand brackets, calculate deductions and credits, and know exactly what you’ll owe the IRS annually.