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
7 Ways Childfree Financial Planning Is Different
Discover 7 fundamental ways Childfree financial planning differs from traditional approaches. Your money strategy should reflect your life.
Incentive Stock Options: The Basics
Master incentive stock options (ISOs): how they work, tax implications, exercise timing, and strategies to maximize their value.
Should Married Couples Always File Taxes Jointly?
When filing separately beats joint filing for married couples. Learn the tax scenarios where each strategy wins.
What Is a Backdoor Roth Conversion?
High earners: Learn the backdoor Roth conversion strategy to bypass income limits and access tax-free retirement growth.
What's It Like Meeting a Financial Planner?
Demystify the financial planning process. Learn what happens in a CFP meeting and how professional guidance transforms your finances.
Opportunity Costs and Die With Zero Philosophy
Balance living fully today with planning for tomorrow. Explore opportunity costs and the Die With Zero philosophy for Childfree life.