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
How Does the Profit First Model Work?
Profit First model explained: a cash management system ensuring your business stays profitable from day one through forced discipline.
How Do I Know What to Invest In?
Demystify investment choices. Learn about asset allocation, assess your risk tolerance, and select investments matching your goals.
What Is an FSA or HSA?
FSA vs. HSA: understand the key differences between these health savings accounts and determine which fits your situation best.
How Does Property & Casualty Insurance Work?
Protect your assets with the right insurance: homeowners, renters, auto, umbrella coverage, and what you actually need.
I Have Stock Options: What Should I Do?
Navigate employer stock options confidently. Learn exercise timing, tax implications, and common mistakes to avoid with your equity.
When Should I Ask for Financial Help?
Know when to ask for financial help and where to find qualified professionals who understand your Childfree situation.