Finances
Podcast Episodes
Featured Episode
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
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.
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.