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 to Improve Your Money Behaviors
Transform your relationship with money. Discover proven strategies to improve spending and saving habits for lasting financial wellness.
How Politics Impacts Your Personal Finances
Understand how political changes ripple through your personal finances—from taxes and healthcare to retirement and investments.
Roth vs. Traditional: Best Retirement Account Choice
Roth vs. traditional retirement accounts: compare tax treatment differences, withdrawal flexibility, and choose what’s optimal for your situation.
What Is an Annuity? A Childfree Perspective
Annuities explained from a Childfree perspective. Explore types, benefits, drawbacks, and whether they fit your financial plan.
Should I Set Up a Roth IRA?
Set up a Roth IRA and enjoy tax-free retirement growth. Learn qualification requirements and why this account is so powerful.
Do I Need Disability Insurance?
Disability insurance is of special concern for Childfree people — here’s how it works and when you might need a policy.