Finances

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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

4 Common Money Mistakes and Bad Behaviors

Stop making these 4 costly money mistakes. Identify what derails financial success and build habits that actually build wealth.

How to Improve Your Money Behaviors

Transform your relationship with money. Discover proven strategies to improve spending and saving habits for lasting financial wellness.

How Politics Impacts Your Personal Finances

Understand how political changes ripple through your personal finances—from taxes and healthcare to retirement and investments.

Roth vs. Traditional: Best Retirement Account Choice

Roth vs. traditional retirement accounts: compare tax treatment differences, withdrawal flexibility, and choose what’s optimal for your situation.

What Is an Annuity? A Childfree Perspective

Annuities explained from a Childfree perspective. Explore types, benefits, drawbacks, and whether they fit your financial plan.

Should I Set Up a Roth IRA?

Set up a Roth IRA and enjoy tax-free retirement growth. Learn qualification requirements and why this account is so powerful.

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