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
Taxable Investment Accounts: Flexible Investing
Taxable brokerage accounts offer unmatched flexibility—no retirement age restrictions, withdrawal penalties, or contribution limits.
The Power of Sinking Funds: Save Without Stress
Sinking funds reduce financial stress. Save gradually for known big expenses—vacations, car purchases, home repairs—without derailing your budget.
Target Date Funds: Hands-Off Retirement Investing
Target date funds simplified: hands-off retirement investments that automatically rebalance and become conservative as you near retirement age.
Student Loan Repayment for Childfree Individuals
Smart student loan repayment for Childfree borrowers. Explore income-driven plans, refinancing options, and accelerated payoff strategies.
Three-Fund Portfolio: Smart, Low-Cost Investing
Three-fund portfolio strategy: achieve full diversification using just three low-cost index funds. Simple, effective, time-tested approach.
Why I Became a Financial Planner
Personal insights on why I chose to specialize in Childfree financial planning and how lived experience shapes my practice.