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
How Does the Profit First Model Work?
Profit First model explained: a cash management system ensuring your business stays profitable from day one through forced discipline.
How Do I Know What to Invest In?
Demystify investment choices. Learn about asset allocation, assess your risk tolerance, and select investments matching your goals.
What Is an FSA or HSA?
FSA vs. HSA: understand the key differences between these health savings accounts and determine which fits your situation best.
How Does Property & Casualty Insurance Work?
Protect your assets with the right insurance: homeowners, renters, auto, umbrella coverage, and what you actually need.
I Have Stock Options: What Should I Do?
Navigate employer stock options confidently. Learn exercise timing, tax implications, and common mistakes to avoid with your equity.
When Should I Ask for Financial Help?
Know when to ask for financial help and where to find qualified professionals who understand your Childfree situation.