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
What Is a Budget? (And How to Create One)
Budgeting 101: Learn what budgets are, popular methods like zero-based and 50/30/20, and how to actually stick to your plan.
How Do I Plan for Big Purchases?
Plan major purchases without budget chaos. Master sinking funds and strategic saving for big expenses like cars, weddings, or renovations.
Roth Conversion 101: Should You Make the Switch?
Roth conversion decision guide: evaluate benefits, calculate tax implications, and determine if converting traditional accounts makes sense now.
Stocks 101: Build Wealth & Avoid Common Pitfalls
Stock investing fundamentals: build lasting wealth through equities while avoiding common beginner mistakes that cost investors dearly.
Is Cryptocurrency a Good Investment?
Cryptocurrency investment reality check: understand the volatility, risks, and why traditional investments suit most people better.
How Do I Rebalance My Investment Accounts?
Rebalance investment accounts effectively. Learn optimal timing and methods to maintain your target asset allocation over time.