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
What Is a Budget? (And How to Create One)
Budgeting 101: Learn what budgets are, popular methods like zero-based and 50/30/20, and how to actually stick to your plan.
How Do I Plan for Big Purchases?
Plan major purchases without budget chaos. Master sinking funds and strategic saving for big expenses like cars, weddings, or renovations.
Roth Conversion 101: Should You Make the Switch?
Roth conversion decision guide: evaluate benefits, calculate tax implications, and determine if converting traditional accounts makes sense now.
Stocks 101: Build Wealth & Avoid Common Pitfalls
Stock investing fundamentals: build lasting wealth through equities while avoiding common beginner mistakes that cost investors dearly.
Is Cryptocurrency a Good Investment?
Cryptocurrency investment reality check: understand the volatility, risks, and why traditional investments suit most people better.
How Do I Rebalance My Investment Accounts?
Rebalance investment accounts effectively. Learn optimal timing and methods to maintain your target asset allocation over time.