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
Good Debt vs. Bad Debt: Before You Borrow
Not all debt is bad. Learn what’s worth borrowing for versus what to avoid before signing on any dotted line.
Pensions: What They Are & How They Fit Your Plan
Pensions explained: traditional pension mechanics, lump sum versus annuity decisions, survivor benefit options, and retirement planning integration.
Tax Planning vs. Tax Filing: What's the Difference?
Proactive tax planning saves significantly more than reactive filing. Understand the difference and transform your tax strategy.
Do I Need a CPA or Tax Preparer?
CPA vs. tax preparer: understand the professional differences and know when to hire specialized tax help for your situation.
5 Things to Do in Turbulent Market Times
5 smart moves to protect your investments during market turbulence. Stay on track when volatility strikes.
4 Common Money Mistakes and Bad Behaviors
Stop making these 4 costly money mistakes. Identify what derails financial success and build habits that actually build wealth.