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
Do I Need Life Insurance Without Kids?
Life insurance without kids: when Childfree people truly benefit from coverage and when it’s perfectly fine to skip it.
How to Execute a Backdoor Roth Conversion
Execute a backdoor Roth conversion successfully. Step-by-step process to avoid mistakes and maximize your tax benefits.
Financial Planning Pyramid: Where to Start
Start strong with the financial planning pyramid. Prioritize your money goals and build a solid wealth foundation from the ground up.
Small Business Finances for Childfree Entrepreneurs
Small business finances for Childfree owners: tax obligations, retirement planning strategies, and effective cash flow management systems.
How Do Capital Gains Work?
Capital gains taxes explained: short-term vs. long-term rates, calculation methods, and smart strategies to minimize what you owe.
How Do Income Taxes Work?
Income tax fundamentals: understand brackets, calculate deductions and credits, and know exactly what you’ll owe the IRS annually.