Finances
Podcast Episodes
Featured Episode
Episode 207: Scary Stories: Tax Mistakes Childfree People Make
The worst tax stories aren’t about criminals, they’re about ordinary people doing what they thought was fine and walking into a trap. Bri Conn, CFP®, Dr. Jay Zigmont, CFP®, and Maddy Roche walk through real cautionary tales, from the passport the IRS can revoke to the partner’s rent that counts as income, so you can make intentional Childfree money decisions with your eyes open.
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.