Financial Management & Investing
Podcast Episodes
Featured Episode
Episode 175: Building Your Bench with Bri and Maddy
Maddy and Bri discuss the essential people you need in your corner, from CERTIFIED FINANCIAL PLANNERS® who understand Childfree planning to aging care managers who can help you navigate long-term care.
Episode 174: Reimagining Wealth with Carl Richards, CFP®
Episode 171: Our Evolution to Childfree Life by Design
Episode 161: End-of-Year Tax Checklist
Articles
AUM vs. Flat-Fee Financial Planning: Which is Right for Your Childfree "Die With Zero" Goals?
Here’s why flat-fee financial planning aligns better with the “Die With Zero” philosophy many Childfree people choose.
You Got an Inheritance: What Not to Do First
Inherited wealth mistakes to avoid: resist impulsive decisions, understand tax implications, and develop smart strategies for managing your windfall.
Monte Carlo Simulation in Financial Planning
Monte Carlo simulations predict your financial plan’s success probability using thousands of scenarios. Understand this powerful planning tool.
How Many Financial Accounts Do You Really Need?
Simplify your financial life. Learn exactly how many bank accounts, credit cards, and investment accounts you actually need.
How Being Childfree Impacts Your Finances
How being Childfree reshapes your finances: unique opportunities, distinct challenges, and strategies to maximize your wealth potential.
How Do I Rebalance My Investment Accounts?
Rebalance investment accounts effectively. Learn optimal timing and methods to maintain your target asset allocation over time.
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Tips, freebies, event invites, and more to make your Childfree life even more amazing
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