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
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.
Will Social Security Be Around When You Retire?
Social Security’s future explained: projected program changes, solvency outlook, and how to plan your retirement regardless of uncertainty.