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 Employee Benefits Should I Take?
Maximize employee benefits: evaluate health insurance options, retirement plan features, FSAs, HSAs, and other valuable workplace perks strategically.
How Being Childfree Impacts Your Finances
How being Childfree reshapes your finances: unique opportunities, distinct challenges, and strategies to maximize your wealth potential.
How Many Financial Accounts Do You Really Need?
Simplify your financial life. Learn exactly how many bank accounts, credit cards, and investment accounts you actually need.
Monte Carlo Simulation in Financial Planning
Monte Carlo simulations predict your financial plan’s success probability using thousands of scenarios. Understand this powerful planning tool.
You Got an Inheritance: What Not to Do First
Inherited wealth mistakes to avoid: resist impulsive decisions, understand tax implications, and develop smart strategies for managing your windfall.
Should I Rollover My 401(k)?
Navigate 401(k) rollovers confidently. Learn the pros, cons, and tax implications when changing jobs or retiring early.