Finances
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
Are You Taking Too Much Investment Risk?
Assess whether you’re taking too much investment risk. Align your portfolio with your true comfort level and financial goals.
How to Set Goals for Your Finances
Set meaningful financial goals aligned with your values and Childfree lifestyle. Practical tips to get started and stay motivated.
ETFs vs. Mutual Funds: Simplifying Your Choices
ETFs vs. mutual funds made simple: compare costs, tax efficiency, and trading flexibility to choose what’s right for you.
Beginner's Guide to Saving and Investing
Master the fundamentals: emergency funds, retirement accounts, and investment basics. Your complete beginner’s guide to building wealth.
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.
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.