Insurance & Benefits
Podcast Episodes
Featured Episode
Episode 203: Disability Insurance and Protecting Your Paycheck
When you’re Childfree, life insurance may barely make your list, which is exactly why disability insurance is so easy to overlook and so important to get right. Bri Conn, CFP® and Scott Barnes, CFP®, TPCP®, CLTC break down how to protect the paycheck that funds the life you’ve built, and the fine print that decides whether your benefit shows up whole when you need it.
Articles
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.
What Employee Benefits Should I Take?
Maximize employee benefits: evaluate health insurance options, retirement plan features, FSAs, HSAs, and other valuable workplace perks strategically.
Should I Rollover My 401(k)?
Navigate 401(k) rollovers confidently. Learn the pros, cons, and tax implications when changing jobs or retiring early.
Incentive Stock Options: The Basics
Master incentive stock options (ISOs): how they work, tax implications, exercise timing, and strategies to maximize their value.
What Is a Backdoor Roth Conversion?
High earners: Learn the backdoor Roth conversion strategy to bypass income limits and access tax-free retirement growth.
Do I Need Life Insurance Without Kids?
Life insurance without kids: when Childfree people truly benefit from coverage and when it’s perfectly fine to skip it.