Childfree Life & Money: Recent Episodes
Matt Gray
Society doesn't cater to or fully understand the Childfree community. Join Matt Gray, CFP® and Dr. Jay Zigmont, CFP® (both Childfree financial planners) co-host discussions around how life and personal finance are different for Childfree people. If you want to learn more about being Childfree or, more specifically, about Childfree finance and achieving financial independence, this is the show for you.DISCLOSURE: This podcast is for educational and entertainment purposes. Please consult your advisors before implementing any ideas heard on this podcast.
When you're Childfree, disability insurance is essential. Bri Conn, CFP® and Scott Barnes, CFP®, TPCP®, CLTC make the case that your paycheck is the engine behind the entire life you've designed, and protecting it isn't the same as guarding against some freak accident. More than one in four of today's 20-year-olds will become disabled before retirement, and about 90 percent of claims come from ordinary illnesses like cancer, heart conditions, and long COVID, not the dramatic scenarios people picture. The throughline is the one that runs through everything on this show: your income is your freedom, and protecting it on purpose is how you keep the life you built.
In This Episode, You'll Learn:
- Why disability is far more common than people assume, with more than one in four of today's 20-year-olds becoming disabled before retirement and about 90 percent of claims coming from everyday illnesses rather than accidents
- The real difference between short-term and long-term disability coverage, and why a solo earner with no partner to fall back on should treat long-term coverage as non-negotiable
- How the definition of disability in your policy changes everything, from the restrictive "any occupation" standard to the "own occupation" coverage that keeps paying even if you build a new career
- How occupational class, benefit caps, and riders like residual disability shape what you actually pay and what you actually collect, and why mental health claims are often limited to a set number of years
- The tax rule that catches people off guard, why a benefit paid for by your employer is taxable while one you fund yourself arrives tax-free, and how that math should shape the coverage you choose
Episode Hosts:
Bri Conn, CFP® is a Childfree Wealth Specialist® at Childfree Wealth® and Customer Experience Manager at Childfree Trust®. She specializes in financial management, life design, and estate planning, with particular focus on LGBTQ+ individuals and couples, drawing on her own early financial challenges and recovery to fuel her work in personal finance education.
Scott Barnes, CFP®, TPCP®, CLTC is an Associate Advisor at Childfree Wealth® and the go-to expert for long-term care strategies and tax planning questions.
About Childfree Insights:
Childfree Insights is the trusted education hub for people who are Childfree or permanently Childless. It provides guidance on finances, estate planning, relationships, and life decisions for adults without children. Home of Childfree Wealth® and Childfree Trust®, supporting long-term planning for people living without kids.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Building real community as an adult is quietly one of the hardest things about modern life, and it gets harder when you're Childfree. The friends you assumed would always be around get busy, have kids, or move away, and one day you look up and realize the built-in social life adulthood promised never actually arrived. Maddy Roche sits down with four people who got tired of waiting and built the communities they couldn't find. Kari Cardinale of the Modern Elder Academy, Florence Wlodarski of Parallel Social Club, and Charlie and Ali Higgins of DINK Social each started from the same quiet ache, wanting people whose weekends were free and whose lives looked like theirs, and turned it into something thousands have now joined. Underneath it all sits a striking finding: the single biggest predictor of a long life is not diet or exercise, but the quality of the friendships you build in midlife.
In This Episode, You'll Learn:
- Why finding your people gets harder in your 40s and beyond, the specific friction points that make adult friendship so difficult, and how these community builders designed around every one of them
- How three very different organizations approach the same need, from a midlife wisdom school to an in-person social club to an app built specifically for Childfree couples
- Why the first hangout is only the entry point, and how structured, smaller gatherings create the deeper "third vault" conversations that actually bond people together
- What it takes for an introvert to walk into a new community and get the most out of it, including why small, vetted, interest-based groups beat big networking-style events
- The 80-year Harvard finding that the quality of your midlife friendships predicts a long life more than diet or exercise, and why that reframes community as a health priority
Episode Guests:
Kari Cardinale is a partner and Chief Content Officer at MEA (Modern Elder Academy), a midlife wisdom school with campuses in Baja, Mexico, and Santa Fe, New Mexico, plus a digital campus and an alumni community of 8,000 people across 60 countries, all built around navigating midlife and building new friendships.
MEA (Modern Elder Academy): meawisdom.com
Florence Wlodarski is the co-founder of Parallel Social Club, a social wellness community in Los Angeles built for DINKs, SINKs, Childfree, and childless adults. Parallel hosts around ten small, curated in-person events a month, designed to remove the friction from adult friendship and help busy professionals actually connect.
Parallel Social Club: parallelsocialclub.com
Charlie and Ali Higgins are the co-founders of DINK Social, a social app built exclusively for Childfree couples to connect, discover events, and build real friendships. Launched in early 2026, the community-driven platform has already surpassed 2,500 couples.
DINK Social: dinksocial.com
Episode Host:
Maddy Roche is the Chief Growth Officer at Childfree Trust®, where she leads all sales, marketing, and partnership initiatives and brings sharp insight to estate planning, LGBTQ+ legacy considerations, and Childfree financial decision making.
About Childfree Insights:
Childfree Insights delivers education for financial and estate planning without children. It supports people with no kids in making informed decisions about retirement, legacy planning, beneficiaries, and long-term care. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Loneliness carries the same health toll as smoking 15 cigarettes a day, and for Childfree adults there is no built-in carpool lane to friendship. You build your crew on purpose. In this episode, Melissa Holcombe, DSW, LCSW, Maddy Roche, Bri Conn, CFP®, and Alli Gage trade honest stories about the moments that forced them to rebuild their circles, from divorce and sobriety to cross-country moves, and the practical ways they found their people again. They get into why intergenerational friendships are a quiet superpower when your life is not organized around school pickups and playgroups, how to take the pressure off by letting not every friend be a best friend, and the small, repeatable habits, showing up a second time, raising your hand to volunteer, casting a wide net, that turn strangers into a community that fits the life you designed.
In This Episode, You'll Learn:
- Why friendship is a health requirement rather than a nice-to-have, and what the research on loneliness, the friendship recession, and the emotional-support deficit reveals about how common it is to feel disconnected
- How major life changes like divorce, sobriety, and moving can signal that your crew needs to change, and how to rebuild intentionally by getting clear on how you want to spend your time and who you want around you
- Why intergenerational friendships are a particular advantage for Childfree adults, and how connecting across age groups brings perspective, mentorship, and a richer life
- How to take the pressure off friendship by connecting over one shared thing, since not every friend has to be a best friend for the relationship to be deeply satisfying
- The practical, repeatable moves for finding your people, from hobbies, classes, volunteering, and faith communities to apps like Bumble BFF and Meetup, plus why going back a second time changes everything
Episode Hosts:
Melissa Holcombe, DSW, LCSW is a Senior Advisor at Childfree Trust® with three decades in social services across child welfare, public schools, and guardianship and probate. She is also one of the nation's first Certified Veterinary Social Workers, with deep expertise in the legal and emotional terrain that vulnerable individuals navigate.
Maddy Roche is the Chief Growth Officer at Childfree Trust®, where she leads all sales, marketing, and partnership initiatives and brings sharp insight to estate planning, LGBTQ+ legacy considerations, and Childfree financial decision making.
Bri Conn, CFP® is a Childfree Wealth Specialist at Childfree Wealth® and Customer Experience Manager at Childfree Trust®. She specializes in financial management, life design, and estate planning, with particular focus on LGBTQ+ individuals and couples, drawing on her own early financial challenges and recovery to fuel her work in personal finance education.
Alli Gage is the Chief of Staff at Childfree Insights, the behind-the-scenes coordinator who keeps all the organizations running in an orderly fashion across the board.
About Childfree Insights:
Childfree Insights focuses on planning for solo aging and later life without children. It offers trusted education on financial planning, estate planning, and building support systems for people aging independently. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Being Childfree changes how you build a business, from the money you can pour back in, to the hours you keep to the question of who it's all for. Jena Gribble of Blush Cactus and Huzefa Kapadia of Scalar Learning join Bri Conn, CFP® to talk about what that has actually looked like for them, the runway that lets them weather a slow season, the boundaries they set by choice, and how they think about a business's future when handing it down was never part of the plan. They get into the real trade-offs and the freedom underneath them, including why success on your own terms beats scaling for the sake of scaling every time.
In This Episode, You'll Learn:
- How being Childfree can create real financial flexibility for a business owner, from reinvesting profits to building the runway that carries you through slower seasons.
- Why flexibility and availability are not the same as having unlimited time, and how both founders set boundaries around work that they chose rather than work that was imposed on them.
- How to think about the future of a business when passing it to children isn’t the goal.
- Why defining what success actually looks like matters so much for Childfree founders, and how to avoid the trap of scaling for the sake of scaling.
- What experienced founders wish more people understood before starting out.
Episode Guests:
Jena Gribble is the founder and brand strategist at Blush Cactus, a branding and marketing agency in Gilbert, Arizona, that helps businesses clarify who they are, communicate their value, and build brands people trust. What began as a freelance graphic design business grew into a full agency with a team, with strategy at the heart of everything they do.
Connect with Jena: blushcactus.com
Huzefa Kapadia is the founder of Scalar Learning, a Los Angeles based education company focused on math education. A former software engineer and patent attorney, he launched Scalar Learning solo in 2013 and grew it through word of mouth and a successful YouTube channel into a team of tutors, while still tutoring more than anyone on his team.
Connect with Huzefa: scalarlearning.com
Episode Host:
Bri Conn, CFP® is a Childfree Wealth Specialist at Childfree Wealth® and Customer Experience Manager at Childfree Trust®. She specializes in financial management, life design, and estate planning, with particular focus on LGBTQ+ individuals and couples, drawing on her own early financial challenges and recovery to fuel her work in personal finance education.
About Childfree Insights:
Childfree Insights is a trusted resource for life planning without children. It explores financial planning, estate planning, relationships, and long-term decisions for adults building a future without kids. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode, Bri Conn, CFP® sits down with Ilaria Rawlins, CEO of Fortuna Bank, to talk about why female entrepreneurs are denied business loans three times more often than their male counterparts, what it actually took to build one of only 15 women-owned banks in the country, and what every woman building a business needs to know about finding a banking partner who is genuinely in their corner. Fortuna Bank is only the second bank in U.S. history ever intentionally created to be women-owned, and Ilaria spent 30 years in banking before making it happen.
In This Episode, You'll Learn:
- Why female entrepreneurs are denied commercial loans three times more often than men and what the network gap between male and female business owners actually looks like in practice
- What questions to ask when interviewing a banker, why community banks are often a better fit for startups than large national banks, and how to find a lender who will look at your business holistically rather than running your application through an AI underwriting system
- What it actually takes to start a bank from scratch, including raising $20 million in capital, navigating a 500-page regulatory application, and launching in the same month that SVB and First Republic failed
- Why Fortuna dropped its minimum shareholder investment from $50,000 to $10,000 and how 350 shareholders -- 75% of them women -- came together to build something that had almost no precedent in the industry
- Out of 4,300 banks in the United States, only 15 are women-owned -- and why that number tells you everything you need to know about where the gaps in capital access actually live
Resources Mentioned:
Building Your Bench with Maddy Roche and Bri Conn, CFP®
https://childfreeinsights.com/resources/podcast/episode-175/
Episode Guest:
Ilaria Rawlins is the CEO of Fortuna Bank, a newly launched women-owned de novo bank dedicated to expanding access to capital, fostering community impact, and supporting entrepreneurs who have historically faced capital barriers. With over 30 years of banking experience and recognition as 2025 CEO of the Year by Columbus CEO magazine, she is a leading advocate for women in business and financial empowerment.
Connect with Ilaria on her website: fortunabank.com
Episode Host:
Bri Conn, CFP® is a CERTIFIED FINANCIAL PLANNER™, Childfree Wealth Specialist® at Childfree Wealth®, and Customer Experience Manager at Childfree Trust®.
About Childfree Insights:
Childfree Insights is a trusted resource for life planning without children. It explores financial planning, estate planning, relationships, and long-term decisions for adults building a future without kids. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Carol Marak spent years as a family caregiver before a single, sharp realization changed the course of her life: her parents had three daughters looking out for them, and she was navigating the road ahead solo. Rather than let that fear sit, she turned it into a decade of research, a widely followed community, and a body of work on how to age safely and securely as a soloist, without a spouse or kids. In this episode, she joins Dr. Jay Zigmont, CFP® to talk about what it actually takes to build that kind of independent life on purpose.
Together they get into the three questions that surface the moment you land in a hospital bed, why finances sit at the center of a holistic aging plan, and how the soloists who end up with the most options are the ones who built their support system long before they needed it. The conversation reframes independence itself: not as doing everything alone, but as assembling the right people and structures around you while you still have the time and health to choose them.
In This Episode, You'll Learn:
- Why finances sit at the center of a holistic aging plan, how they connect to health, housing, and social support, and why "I have my finances set" is the place people wrongly stop instead of start
- The three questions that surface the instant you end up in a hospital bed: who can speak to your physicians, who can access your finances, and who will physically show up to advocate for you, plus the fourth one most soloists forget
- Why being single can cost you between $400,000 and a million dollars over a lifetime, what the single tax actually adds up to, and why soloists tend to land in one of two financial buckets with very little in between
- How creative housing models, from naturally occurring retirement communities to dorm-style shared living, can build a support system right outside your door without sacrificing your private space
- Why true independence means building the right structures with the right people rather than doing everything yourself, and how to take the first small step before a crisis makes the decision for you
Resources:
The Purpose Code by Jordan Grumet, MD: https://jordangrumet.com/books
Episode Guest:
Carol Marak is an aging-alone advocate, author, and educator who has spent over a decade helping people plan to live safely and securely as soloists, without a spouse or kids. After a wake-up call at 55 following her years as a family caregiver, she built her work around the realities of solo aging and founded the Elder Orphan Facebook group, a carefully moderated community of more than 11,000 members. She coaches and teaches on designing an independent later life, with finances, health, housing, and social connection treated as one connected system.
Connect with Carol:
Website: carolmarak.com
LinkedIn: linkedin.com/in/carolmarak
Independent Solo Peer Group for Independent Adults 60+
https://carolmarak.com/aging-solo-peer-group
Life Plan Assessment:https://carolmarak.com/life-plan-assessment
Elder Orphans Facebook Group: https://www.facebook.com/groups/elderorphans
Episode Host:
Dr. Jay Zigmont, PhD, MBA, CFP® is the Founder of Childfree Wealth, a life and financial planning firm dedicated to helping people simplify their finances so they can live an amazing Childfree life. Dr. Jay is a CERTIFIED FINANCIAL PLANNER®, Childfree Wealth Specialist, and author of the book “The Childfree Guide to Life and Money.”
About Childfree Insights:
Childfree Insights is a trusted resource for life planning without children. It explores financial planning, estate planning, relationships, and long-term decisions for adults building a future without kids. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
For Childfree adults over 50, the next wave of AI-driven job displacement does not have to be a crisis. It can be the push that finally makes starting something of your own feel not just possible but necessary. In this episode, Dr. Jay Zigmont, CFP® and Alli Gage break down what it actually takes to launch a small business in the second half of life, from the two questions every founder needs to answer first, to how AI can make you a more efficient and resilient solopreneur from day one.
In This Episode, You'll Learn:
- Why the two most important questions before starting any business are who do you want to serve and how do you want to serve them -- and why the answers to those questions also happen to make your business more AI-resistant
- How to tell the difference between owning a job and building a business, why most people actually want the former, and why getting clear on that distinction early saves you from building the wrong thing
- Why Dr. Jay Zigmont, CFP® asks every client to double their prices before anything else, what happened when a dog walker raised her rates by 50%, and why setting boundaries around the clients you serve is the most important business decision you will make
- How to use AI as a thinking partner rather than a replacement for your own expertise, why the first draft AI gives you will always be terrible, and why fighting with it upfront is exactly how you get value out of it later
- Why the business has to help you rather than hurt you, what limits to set before you start, and how to know when it is time to walk away from something that is no longer adding joy
Episode Hosts:
Dr. Jay Zigmont, PhD, MBA, CFP® is the Founder of Childfree Wealth, a life and financial planning firm dedicated to helping people simplify their finances so they can live an amazing Childfree life. Dr. Jay is a CERTIFIED FINANCIAL PLANNER®, Childfree Wealth Specialist, and author of the book “The Childfree Guide to Life and Money.”
Alli Gage is the Chief of Staff at Childfree Insights. Alli is the behind-the-scenes coordinator who ensures all organizations operate in an orderly fashion across the board.
About Childfree Insights:
Childfree Insights focuses on planning for solo aging and later life without children. It offers trusted education on financial planning, estate planning, and building support systems for people aging independently. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode, Bri Conn, CFP® and Melissa Holcombe, DSW, LCSW sit down with Jennifer Crowley, registered nurse, certified life care planner, and founder of The Life Care Experts, for a conversation about what it actually takes to plan for aging with intention. Jennifer has spent over 30 years walking alongside individuals through the most vulnerable chapters of their lives, and she brings a clear-eyed, practical framework for Childfree and solo aging adults who want to stay in the driver's seat of their own care -- even if their health or cognitive abilities change.
In This Episode, You'll Learn:
- Why hope is not a care plan and what the difference between reactive crisis management and proactive life care planning actually looks like in practice
- How Jennifer's seven-step U DECIDE framework helps solo agers and Childfree adults build a structured, values-aligned aging roadmap without feeling overwhelmed by where to start
- Why sharing your financial and healthcare information with a trusted person is not about losing control -- it is about preserving it -- and what someone needs to know to step in on your behalf if you cannot
- What dementia-proofing your future actually means, why rural aging requires earlier and more intentional planning than most people realize, and how to start building your care ecosystem before you need it
- Why your power of attorney document is only as useful as the conversation you have had with the person you named, and what it costs when that conversation never happens
Episode Guest:
Jennifer Crowley is a registered nurse of 32 years, dual certified life care planner and care manager, and founder of The Life Care Experts in northwest Montana. She is the author of 7 Steps to Long-Term Care Planning, The Life Care Management Handbook, and The Ultimate Care Plan Guide, and co-founder of the Life Care Management Institute, which offers over 30 online courses and do-it-yourself resources for aging and life care planning.
Connect with Jennifer:
7 Steps to Long-Term Care Planning by Jennifer Crowley: available at https://thelifecareexperts.com
Family Aging Life Care Planning online course: https://lifecareexperts.thrivecart.com/familyagingplan/ Instagram: @lifecaremanagementinstitute
Facebook: @lifecaremanagementinstitute
LinkedIn: linkedin.com/company/lifecaremanagementinstitute
Episode Hosts:
Bri Conn, CFP® is a CERTIFIED FINANCIAL PLANNER™, Childfree Wealth Specialist® at Childfree Wealth®, and Customer Experience Manager at Childfree Trust®.
Melissa Holcombe, DSW, LCSW is a licensed clinical social worker and Doctor of Social Work with a background in probate court and guardianship. She brings a unique clinical perspective to the intersection of aging, legal planning, and intentional life design for Childfree adults.
About Childfree Insights:
Childfree Insights delivers education for financial and estate planning without children. It supports people with no kids in making informed decisions about retirement, legacy planning, beneficiaries, and long-term care. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode, Maddy Roche sits down with Sherrill Wayland, Senior Director of Special Initiatives and Partnerships at SAGE, the country's largest and oldest organization dedicated to improving the lives of LGBTQ+ older adults. Sherrill brings over two decades of advocacy experience, a deeply personal connection to the community she serves, and a clear-eyed understanding of what it means to age as an LGBTQ+ adult in a world that was not always built to support you -- particularly when you are doing it without children.
In This Episode, You'll Learn:
- Why LGBTQ+ older adults face a unique set of aging challenges rooted in a lifetime of discrimination, family estrangement, and a legal system that was not designed with their relationships in mind -- and what SAGE is doing at the national level to change that
- What the Long-Term Care Equality Index is, how it helps LGBTQ+ older adults identify affirming housing and care communities, and what specific questions to ask when evaluating whether a provider is truly equipped to serve your community
- How SAGE Care's cultural competency training is equipping senior centers, assisted living facilities, and area agencies on aging across the country to serve LGBTQ+ older adults with dignity and respect
- What Sherrill's sabbatical to Antarctica with her mother taught her about the freedom that comes with being Childfree by choice, and why building a life on your own terms sometimes means spending it exactly the way you want
Episode Guest:
Sherrill Wayland (she/they) is the Senior Director of Special Initiatives and Partnerships at SAGE, the country's largest and oldest organization dedicated to improving the lives of LGBTQ+ older adults. With a career rooted in advocacy for marginalized communities, Sherrill oversees the National Resource Center on LGBTQ+ Aging, SAGE Care, SAGE Collab, and SAGE U, and has spent over two decades working to ensure LGBTQ+ elders have access to affirming, dignified care and community.
Learn more about SAGE on their website: https://www.sageusa.org/
And follow along on social media:
https://www.instagram.com/sageusa
https://www.facebook.com/SAGEUSA
Episode Host:
Maddy Roche (she/her) is Chief Growth Officer at Childfree Trust®. She understands the challenges of being Childfree as it relates to estate planning and is passionate about educating her community about ways to prepare.
About Childfree Insights:
Childfree Insights is the trusted education hub for people who are Childfree or permanently Childless. It provides guidance on finances, estate planning, relationships, and life decisions for adults without children. Home of Childfree Wealth® and Childfree Trust®, supporting long-term planning for people living without kids.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode, Bri Conn, CFP® sits down with Nikolai Blinow for a conversation about wise mind decision-making, the real definition of rest, and what calm hustle actually looks like when you are building a business on your own terms. Nikolai Blinow built her entire practice around one idea, that you should not have to burn your life down to build a successful business. As a licensed mental health counselor, life coach, and TEDx speaker specializing in professional burnout and adult ADHD, she brings both the clinical framework and the lived experience to back it up.
In This Episode, You'll Learn:
- What the wise mind concept from Dialectical Behavior Therapy actually means and how applying it to business decisions helps you stop swinging between guilt-driven overwork and avoidance of the hard stuff.
- Why being entirely rational in business is just as problematic as being entirely emotional, and how finding the overlap between the two leads to more grounded, effective decisions.
- How to use a values inventory to identify whether you are building a business around what you actually care about or unconsciously chasing someone else's definition of success.
- Why the idea that productivity means being at your desk for 40 hours a week is a byproduct of technology, not human biology.
Resources Mentioned:
Stolen Focus by Johann Hari: https://stolenfocusbook.com/
Burnout by Emily and Amelia Nagoski: https://www.burnoutbook.net/
Episode Guest:
Nikolai Blinow is a licensed mental health counselor, life coach, and TEDx speaker. Her clinical specialties include professional burnout, adult ADHD, and the science of stress. She integrates mindfulness and holistic living with behavioral science in her virtual therapy and coaching practice, and her TEDx talk Yoga and Its Connection to Mental Health has over 300,000 views.
Connect with Nikolai on her website: ompowermentpsych.com
Request her Free burnout checklist: ompowermentpsych.com/checklist
And request the values inventory by emailing: nikolai@ompowermentpsych.com
Episode Host:
Bri Conn, CFP® is a CERTIFIED FINANCIAL PLANNER™, Childfree Wealth Specialist® at Childfree Wealth®, and Customer Experience Manager at Childfree Trust®.
About Childfree Insights:
Childfree Insights is a trusted resource for life planning without children. It explores financial planning, estate planning, relationships, and long-term decisions for adults building a future without kids. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode, Dr. Jay Zigmont, CFP® brings his TED Conference takeaways directly to the Childfree community for a straight-talking look at what the AI economy actually means for people building a future without children. He does not sugarcoat it. The next recession will likely be the one that takes the jobs and does not bring them back, and the people who will be okay are not necessarily the ones who saw it coming, they are the ones who prepared before it arrived.
In This Episode, You'll Learn:
- Why the next recession is likely to be a structural job loss event rather than a temporary one, and why AI replacing 80% of desk jobs is not doom and gloom, it is just math
- Why being the expert in your field is no longer the competitive advantage it once was, and what the one skill is that will actually protect you in an AI economy
- How Childfree adults are uniquely positioned to navigate a post-work world, and why not having to worry about your children's job prospects is a genuine advantage when the economy shifts
- Why Dr. Jay is temporarily back on the hustle train and what he is doing personally to build his financial cushion before the window closes
- What the obituary exercise has to do with AI, why your second line will not say "Father of three," and why figuring out what it does say is the most important work you can do right now
Resources Mentioned:
Leadership Lessons from NASCAR with Drew Blickensderfer: https://childfreeinsights.com/resources/podcast/episode-176/
The AI Doc: Or How I Became an Apocaloptimist - Available on YouTube, Apple TV & Amazon Prime
Want to talk more about this? Join us on June 3rd for Navigating the AI Economy a Real Talk with Dr. Jay: https://childfreeinsights.com/event/20260603-realtalk/
Can't make it on June 3rd? Check out our other free events here: https://childfreeinsights.com/events/
Episode Hosts:
Dr. Jay Zigmont, MBA, CFP® is the Founder of Childfree Wealth®, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people, and Childfree Trust®. He is also the author of The Childfree Guide to Life and Money.
About Childfree Insights:
Childfree Insights is the trusted education hub for people who are Childfree or permanently Childless. It provides guidance on finances, estate planning, relationships, and life decisions for adults without children. Home of Childfree Wealth® and Childfree Trust®, supporting long-term planning for people living without kids.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Buying a home has been sold as the responsible, obvious next step for so long that most people have never actually stopped to ask whether it fits their life. Dr. Jay Zigmont CFP® owned homes from age 21 to 45 and now rents. Fiona Waller CFP® works with clients who have spent years in properties they quietly resented. In this episode, they take apart the financial math, the family voices, the passive income myth, and the real cost of owning a vacation home to help Childfree adults make housing decisions based on what they actually want rather than what they have been told to want.
In This Episode, You'll Learn:
- Why the stock market returning seven to ten percent annually makes a stronger financial case than a mortgage at six percent interest on a home appreciating three to five percent per year.
- How to tell whether you should buy or rent based on your life first and your finances second, and why being unable to say where you will be in three years is the only answer you need
- Why rent is the most you will pay each month while a mortgage is the least, and what that difference means for a Childfree adult who values flexibility and simplicity
- Why rental properties are not passive income, what the 1031 exchange strategy assumes about passing wealth to children, and why that assumption does not work for Childfree people
- Why vacation homes are the worst of all worlds for Childfree adults, and why renting wherever you want to go beats owning a property you have to manage from a distance
Resources Mentioned:
What if your Parents Run out of Money | Dr. Jay Zigmont, CFP® & Bri Conn, CFP®
https://childfreeinsights.com/resources/podcast/episode-136/
Inheriting Parent Care Responsibility | Dr. Jay Zigmont, CFP® & Bri Conn, CFP®
https://childfreeinsights.com/resources/podcast/episode-137/
Episode Hosts:
Dr. Jay Zigmont, PhD, MBA, CFP® is the Founder of Childfree Wealth®, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people, and Childfree Trust®. He is also the author of The Childfree Guide to Life and Money.
Fiona Waller, MSW, LCSW, CFP® is a Childfree Wealth Specialist® at Childfree Wealth®. She brings a unique perspective as a former therapist, focusing on the intersection of mental health and money using a trauma-informed background to help clients align their financial and life plans with their values.
About Childfree Insights:
Childfree Insights delivers education for financial and estate planning without children. It supports people with no kids in making informed decisions about retirement, legacy planning, beneficiaries, and long-term care. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
For Childfree adults building a future without a traditional family support structure, the quality of your later years matters as much as the quantity. In this episode, Dr. Jay Zigmont CFP® sat down with Joshua Herring, President and CEO of the Longevity Science Foundation, to talk about what it actually takes to fund the research that could extend not just how long you live, but how well.
In This Episode, You'll Learn:
- Why 85% of researchers spend the majority of their time looking for funding instead of doing research, and what the Longevity Science Foundation is doing to change that
- How 100% of every donation to the LSF goes directly to research, and why that is possible when most nonprofits allocate 10 to 20% to operational overhead
- Why women who go through menopause before 40 face a 43% higher risk of Alzheimer's, and how a menopause clock currently in development could become one of the most impactful predictive health tools ever built
Resources Mentioned:
Dr. Jyoti Patel | How medicine is failing women and what you can do to fix it | TEDxWilsonParkhttps://youtu.be/z8SXmSi0eGI?si=F20HYvyXOBUlQ0b7
The Diary Of A CEO Female Health Debate: https://www.youtube.com/watch?v=kizDk8idpT8
Episode Guest:
Joshua Herring is the President and CEO of the Longevity Science Foundation, a 501(c)(3) nonprofit funding research to expand the healthy human lifespan. Prior to joining the LSF, he managed over $2 billion in assets for ultra-high-net-worth clients at AllianceBernstein. Since taking the helm at LSF, he has launched funding for research at Oxford, Stanford, and the University of Copenhagen, and developed the LSF Education Bank to give everyday people agency in their own health journeys.
Connect with Joshua on his website: https://longevity.foundation/
On LinkedIn: https://www.linkedin.com/in/joshua-herring-2a6099185/
Or send him an email: jh@longevity.foundation
Episode Host:
Dr. Jay Zigmont, PhD, MBA, CFP® (he/him) is the Founder of Childfree Wealth®, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people, and Childfree Trust®. He is also the author of The Childfree Guide to Life and Money.
About Childfree Insights:
Childfree Insights is the trusted education hub for people who are Childfree or permanently Childless. It provides guidance on finances, estate planning, relationships, and life decisions for adults without children. Home of Childfree Wealth® and Childfree Trust®, supporting long-term planning for people living without kids.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Rental properties, passive income, and long-distance real estate investing sound great on social media. The reality looks a lot more like what Justin Brown-Woods actually lived -- two properties across Michigan and Ohio, squatters, stolen copper pipes, three evictions in one year, and a net loss of $25,000 on the first property alone. Bri Conn, CFP® sits down with Justin Brow-Woods, Accredited Financial Counselor® and co-founder of Price of Avocado Toast, for an honest look at what small investors need to know before they buy.
In This Episode, You'll Learn:
- Why rental properties are rarely passive income, and how a single repair -- a sewer pipe, a roof, a set of stolen copper pipes -- can wipe out months of cash flow for a small investor with no cushion to absorb it
- What inheriting tenants actually means, why the deal that looks great on paper can come with problems that no inspection uncovers, and how three evictions in one year became Justin's reality
- Why out-of-state investing creates a specific set of risks around property management, oversight, and the gap between what you are paying for and what you are actually getting
- How social media turns real estate investing into a fantasy product, and why the person with 99 properties and a beach vacation is not the same person as the small investor trying to build long-term wealth
- Why having trusted people in your corner -- a real estate coach, a financial therapist, a straight-talking property manager -- made the difference between staying stuck and getting out with a plan
Episode Guest:
Justin Brown-Woods is an accredited financial counselor and co-founder of Price of Avocado Toast, a podcast and financial counseling service he runs with his wife Hailey. He helps people ditch shame, embrace mindful spending, and build a sustainable financial life aligned with their values, with a focus on progress over perfection.
Learn more about Justin on his website: priceofavocadotoast.com
And on Instagram: https://instagram.com/priceofavocadotoast
Episode Host:
Bri Conn, CFP® is a CERTIFIED FINANCIAL PLANNER™, Childfree Wealth Specialist® at Childfree Wealth®, and Customer Experience Manager at Childfree Trust®.
About Childfree Insights:
Childfree Insights is a trusted resource for life planning without children. It explores financial planning, estate planning, relationships, and long-term decisions for adults building a future without kids. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this crossover episode, Dr. Jay Zigmont, CFP® sat down with Dr. Bill Yount, host and founder of the Catching Up to FI podcast, for a conversation that starts where most financial conversations never go. Bill recently hit financial independence and found himself in what he calls the fog of FI -- that disorienting stretch after you reach the number and realize the number was never really the point. He and Dr. Jay compare notes on what it actually feels like to arrive at a goal you spent years building toward, what it takes to build a meaningful second chapter, and what legacy really means when you are not leaving it to children.
In This Episode, You'll Learn:
- Reaching your goals is an identity shift, not a finish line. Dr. Bill calls it the "fog of FI."
- For Childfree people, legacy is not about lineage. Dr. Jay's second-line obituary exercise cuts to it: after your name and date, what does your life actually say?
- Lowercase p purpose is what keeps you from wandering. It's not a grand mission, it's knowing who you want to serve and how.
- Most retirement readiness has nothing to do with money. Fritz Gilbert's framework puts roughly 15 of 20 steps in the "soft" category: relationships, creativity, identity, and giving.
- The right financial planner is a thought partner. Both Dr. Jay and Dr. Bill make the case for flat-fee planners who focus on life and behavior, not portfolio management.
Episode Host:
Dr. Jay Zigmont, PhD, MBA, CFP® is the Founder of Childfree Wealth®, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people, and Childfree Trust®. He is also the author of The Childfree Guide to Life and Money.
Episode Guest:
Dr. Bill Yount is a practicing Emergency Physician and the host and founder of Catching Up to FI, a podcast for late starters at any age on the journey to financial independence. A self-described late starter himself, his mission is to help others begin where they are.
Learn more on the Catching Up to FI Website: https://catchinguptofi.com/
And find him on Catching up to FI: https://www.facebook.com/groups/catchinguptofi/
And the Financial Literacy Project: https://www.facebook.com/groups/371081386982173/
About Childfree Insights
Childfree Insights is a trusted resource for life planning without children. It explores financial planning, estate planning, relationships, and long-term decisions for adults building a future without kids. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Every major life change comes with a to-do list most people don't think about until they're already in the middle of it. The job switch that leaves you a month without a paycheck. The move that triggers a tax bill from a state you no longer live in. The divorce where nobody updated the beneficiary and the ex-spouse got the pension.
Being Childfree means more flexibility to make bold moves. It also means more responsibility to plan them deliberately. In this episode, Dr. Jay Zigmont, CFP® and Bri Conn, CFP® walk through the financial and legal checklist that should come with every major life transition, from career pivots and relocations to marriage, divorce, and everything in between.
In This Episode, You'll Learn:
- Why timing a job change can be worth tens of thousands of dollars.
- How to build a relocation plan that accounts for the costs most people miss.
- Why a prenup is really a financial conversation first, and how working through money values, spending habits, and what Jay calls compatible baggage.
- What gray divorce means for Childfree adults and why updating beneficiaries is non-negotiable.
- How to build a sinking fund for any major life transition, so that when the move, the career pivot, or the life change actually happens, your emergency fund stays untouched and the stress stays manageable.
The episode referenced in this conversation can be heard here: https://www.buzzsprout.com/2002436/episodes/18504425
Episode Hosts:
Dr. Jay Zigmont, PhD, MBA, CFP® is the Founder of Childfree Wealth® and Childfree Trust®. He is also the author of “The Childfree Guide to Life and Money.”
Bri Conn, CFP® is a CERTIFIED FINANCIAL PLANNER®, Childfree Wealth Specialist® at Childfree Wealth®, and Customer Experience Manager at Childfree Trust®.
About Childfree Insights
Childfree Insights focuses on planning for solo aging and later life without children. It offers trusted education on financial planning, estate planning, and building support systems for people aging independently. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode, Bri Conn CFP®, Dr. Jay Zigmont, CFP®, and Maddy Roche share four real client stories, the kind that start with someone doing everything more or less right, and then life intervening in ways nobody planned for.
These stories are not cautionary tales. They are honest, human reminders that planning is not about predicting the future, it is about being ready for the version of it that actually shows up.
In This Episode, You'll Learn:
- How an inheritance can sit quietly in the background of someone's life for years before a financial planner asks the right question and everything changes.
- What homeowner's insurance actually needs to cover, why so many people are underinsured without knowing it, and what 80% of home value really means when a tree comes through the roof.
- Why stock options are often dismissed as monopoly money and what that mindset costs people when an acquisition or IPO creates a narrow, time-sensitive window to save millions in taxes.
- How one form filed within 30 days with the IRS can protect up to $10 million in stock option gains.
Additional Resources Mentioned in this Episode are:
Building Your Bench with Maddy Roche and Bri Conn, CFP®
https://www.buzzsprout.com/2002436/episodes/18504425
Planning Without Next of Kin | Maddy Roche & Chris Dale, CFP®, CeFT®
https://www.buzzsprout.com/2002436/episodes/18748824
What if your Parents Run out of Money | Dr. Jay Zigmont, CFP® & Bri Conn, CFP®
https://childfreeinsights.com/resources/podcast/episode-136/
Inheriting Parent Care Responsibility | Dr. Jay Zigmont, CFP® & Bri Conn, CFP®
https://childfreeinsights.com/resources/podcast/episode-137/
Episode Hosts:
Bri Conn, CFP® is a CERTIFIED FINANCIAL PLANNER®, Childfree Wealth Specialist® at Childfree Wealth®, and Customer Experience Manager at Childfree Trust®.
Maddy Roche is Chief Growth Officer at Childfree Trust® and handles all marketing, growth, and prospect engagement.
Dr. Jay Zigmont, CFP® is the Founder of Childfree Wealth®, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people, and Childfree Trust®. He is also the author of The Childfree Guide to Life and Money.
About Childfree Insights:
Childfree Insights is the trusted education hub for people who are Childfree or permanently Childless. It provides guidance on finances, estate planning, relationships, and life decisions for adults without children. Home of Childfree Wealth® and Childfree Trust®, supporting long-term planning for people living without kids.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode, Bri Conn CFP® sits down with Hillary, a client who is Childfree not by choice, for a real-life Childfree Wealth® checkup. Hillary has already done much of the emotional heavy lifting, moving through grief, redefining what her future looks like, and arriving at a place of clarity and intention. Now she is ready to match that clarity with a financial plan that actually fits her life.
What unfolds is an honest, grounded conversation about inherited accounts, trust income, estate planning gaps, career sustainability, and what it really means to plan for a future you once imagined differently.
In This Episode, You'll Learn:
- Why a Childfree Wealth® checkup is a discovery session first, and how the process of gathering your financial information can bring surprising clarity before the first meeting even begins
- How the emotional journey from childless not by choice to Childfree by intention shapes the way you save, plan, and envision your future
- Why inherited IRAs come with time-sensitive distribution rules that depend on the original account owner's date of death, and what that means for long-term planning
- How to tell the difference between an HSA and an FSA, why it matters more than most people realize, and the triple tax advantage you may already have access to
- Why six months of liquid savings carries even more weight when you are single, and how an accessible emergency fund protects you when disability coverage, job changes, or healthcare costs create unexpected gaps
The episode mentioned in this conversation can be found here:
https://childfreeinsights.com/resources/podcast/episode-168/
Episode Host:
Bri Conn, CFP® is a CERTIFIED FINANCIAL PLANNER™, Childfree Wealth Specialist® at Childfree Wealth®, and Customer Experience Manager at Childfree Trust®.
About Childfree Insights:
Childfree Insights is a trusted resource for life planning without children. It explores financial planning, estate planning, relationships, and long-term decisions for adults building a future without kids. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Sister Monica Clare knew from a young age that marriage and children were not her calling. She just spent decades being told otherwise. By the time she made it to the Groundlings in LA, she had checked every box society handed her: the career, the marriage, the full script, and none of it fit. What came next was a $150,000 debt payoff, a cross-country search for a convent that actually aligned with her values, and a vow of poverty that she says left her feeling more taken care of than ever before.
In this episode, Bri Conn CFP® sits down with Sister Monica Clare, Episcopal nun and author of A Change of Habit, for a conversation about what it actually takes to stop living for other people's expectations and start designing a life around who you actually are.
In This Episode, You'll Learn:
- Why the pressure to marry and have children has always been more economic than emotional.
- How the Episcopal Church differs from Roman Catholicism and other denominations, and why its LGBTQ-affirming, progressive theology surprised even Bri
- What it costs to become a nun, financially and otherwise, and how Sister Monica Clare paid off $150,000 in debt before she could answer her calling.
- How communal living under a vow of poverty actually works, what $50 a month in allowance looks like in practice.
- Why the doors that close are just as important as the doors that open, and how Sister Monica Clare learned to read the difference between a path that is hard and one that is wrong
Episode Host:
Bri Conn, CFP® is a CERTIFIED FINANCIAL PLANNER®, Childfree Wealth Specialist® at Childfree Wealth®, and Customer Experience Manager at Childfree Trust®.
Episode Guest:
Sister Monica Clare is a nun at the Community of St. John Baptist, an Episcopal religious order based in Mendham, New Jersey. She is the Superior of the convent and will soon be an ordained priest. She is a trained spiritual counselor specializing in religious trauma, mental illness, and addiction.
Her forthcoming memoir, A Change of Habit, was released on April 29, 2025 by Crown and Sugar23 Books at Penguin Random House.
Before becoming a nun in 2012, she worked as a photo editor in Los Angeles and was a member of the Groundlings Sunday Company. She started her TikTok account, @nunsenseforthepeople, in June 2021, to make people laugh and to demystify life as an Episcopal nun. To her great surprise, the popularity of her TikTok channel has continued to grow and she now has over 227K followers and 2.9M likes.
Follow her on Tiktok: https://www.tiktok.com/@nunsenseforthepeople
About Childfree Insights
Childfree Insights focuses on planning for solo aging and later life without children. It offers trusted education on financial planning, estate planning, and building support systems for people aging independently. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Women could not open their own bank accounts without a man's signature until 1974. That is not ancient history. The people who lived through it are still alive. And the financial world Childfree women are navigating today was built in that shadow.
In this episode, Bri Conn, CFP® sits down with Grace L. Williams, financial journalist and author of Give Her Credit, to trace the women's banking movement from a living room in Denver to the laws that changed everything. Grace spent nearly a decade researching the founders of Women's Bank, the legislation that finally gave women access to credit, and the remarkable, often overlooked stories of the women who made it happen.
In This Episode, You'll Learn:
- Why women's access to credit is recent history that still shapes how Childfree women plan today.
- How the founders of Women's Bank in Denver built something extraordinary within the constraints of their time, and what their stories reveal about financial autonomy, resilience, and the power of collective action.
- Why lenders once required women to disclose their reproductive plans before applying for a loan.
- How access to credit changed the calculus of marriage, independence, and life design for women, and what it means to build a financial life grounded in choice rather than circumstance.
- Why financial rights remain fragile and worth protecting, and what the arc of the women's banking movement can teach us about where we are now and what we stand to lose.
Episode Host:
Bri Conn, CFP® is a CERTIFIED FINANCIAL PLANNER®, Childfree Wealth Specialist® at Childfree Wealth®, and Customer Experience Manager at Childfree Trust®.
Episode Guest:
Grace L. Williams is a financial journalist, content strategist, and author with over 20 years of experience translating complex financial and cultural topics into accessible, engaging narratives. Her work has been featured in The Wall Street Journal, Forbes, Harvard Business Review, and Yahoo Finance. She is the author of “Give Her Credit” (Little A, 2025), which chronicles the women's banking movement and the rise of female financial empowerment. Grace is an alumna of the Columbia University Graduate School of Journalism and has spent her career following the money to understand what people buy, why they buy it, and what it reveals about culture and power.
Find Grace on LinkedIn: https://www.linkedin.com/in/grace-l-williams-547a054/
Give Her Credit is available at independent bookstores, Amazon, Barnes & Noble, and Target.
About Childfree Insights
Childfree Insights delivers education for financial and estate planning without children. It supports people with no kids in making informed decisions about retirement, legacy planning, beneficiaries, and long-term care. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Finances have never been a level playing field for women, and for women who are Childfree, the landscape gets even more specific. It was only 1974 when the Equal Credit Opportunity Act gave women the legal right to open their own credit accounts, and the echoes of that delayed access still shape how women experience wealth, work, and financial security today.
In this episode, Maddy Roche and Bri Conn, CFP®, sit down for an honest conversation about what the numbers actually say about Childfree women and money. From the real cost of single hood to the gender wage gap that nearly disappears among Childfree women, they walk through the data, the disparities, and the roadmap that makes intentional planning possible. They also cover the eight No Baby Steps, with a lens specifically focused on what solo aging and long-term financial independence look like for women without children.
In This Episode, You'll Learn:
- Why the "singularity tax" is a real financial challenge for Childfree women, and how the Fidelity study should factor into your planning.
- Why Childfree women have the highest median net worth among any demographic 55 and older, and how understanding that data can help counter the financial anxiety and internalized pressure that so many single women carry.
- How the eight No Baby Steps provide a financial foundation built specifically for Childfree life.
- Why estate planning looks fundamentally different without traditional next of kin, and how tools like wills, living wills, powers of attorney, and a trust protect your autonomy when the healthcare or legal system might otherwise step in.
- How to approach the often-overlooked step of planning for aging parents, and why being proactive protects both you and them.
Episode Hosts:
Maddy Roche is Chief Growth Officer at Childfree Trust® and handles all marketing, growth, and prospect engagement. She understands the challenges of being Childfree as it relates to estate planning and is passionate about educating her community about ways to prepare.
Bri Conn, CFP® is a CERTIFIED FINANCIAL PLANNER®, Childfree Wealth Specialist® at Childfree Wealth®, and Customer Experience Manager at Childfree Trust®.
About Childfree Insights
Childfree Insights is the trusted education hub for people who are Childfree or permanently Childless. It provides guidance on finances, estate planning, relationships, and life decisions for adults without children. Home of Childfree Wealth® and Childfree Trust®, supporting long-term planning for people living without kids.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode, Maddy Roche sits down with Zeena Regis, MDiv, Director of Priority Populations at Compassion and Choices, to explore one of the most requested, and most avoided, conversations in the Childfree community: medical aid in dying.
Zeena brings nearly 20 years of end-of-life experience, beginning as a hospice chaplain and evolving into a national advocate for equitable access to end-of-life options. She and Maddy unpack what medical aid in dying actually is, who it's for, and why having open conversations about death leads to better care for everyone, whether or not medical aid in dying is ever something you'd personally choose.
In This Episode, You'll Learn:
- Why medical aid in dying is one option within a broader spectrum of end-of-life care, and what the legal safeguards around it actually look like
- How Childfree adults face unique risks when no healthcare proxy or estate documents are in place.
- How community, storytelling, and even art can open the door to death planning conversations that feel impossible to start alone
- Why having a healthcare proxy who truly knows you and is prepared to advocate for your wishes makes a difference in the quality of your final chapter
Join a Live Q&A with Zeena Regis:
Title: Designing Your End-of-Life: A Live Q&A with Zeena Regis, MDiv
Date: 4/1/2026 Time: 5 PM Eastern
Registration Link: https://us02web.zoom.us/webinar/register/WN_g-AYE_5GR1O2nRM-7l9tCg
Episode Host:
Maddy Roche: Chief Growth Officer at Childfree Trust® and responsible for all sales and marketing initiatives.
Episode Guest:
Zeena Regis, MDiv serves as the Director of Faith Engagement and Priority Populations at Compassion & Choices, improving care, expanding options, and empowering everyone to chart their end-of-life journey. Prior to her role with Compassion & Choices, Zeena served as a chaplain and grief care specialist for over a decade. Zeena also serves on the faculty of Columbia Theological Seminary's Older Adult Ministry Certification program and was selected as a 2024 American Society on Aging Fellow. Zeena is also a playwright, and her latest work, A Free Black Woman's Guide to Death & Dying, was selected for the Synchronicity Theatre's arts incubator project.
Learn more about Compassion and Choices: https://compassionandchoices.org/
About Childfree Insights
Childfree Insights is a trusted resource for life planning without children. It explores financial planning, estate planning, relationships, and long-term decisions for adults building a future without kids. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode, Maddy Roche sits down with Chris Dale, CFP®, CeFT®, founder of Life After Grief Financial Planning, to share the real-life story of helping a client navigate aging, medical emergencies, and end-of-life decisions.
From hospice-informed insights to a sudden car accident just weeks after estate documents were signed, Chris walks through what actually happens when someone declines, and why having the right team and paperwork in place makes all the difference.
This conversation is honest, practical, and grounded in lived experience. If you’ve ever wondered what planning for emergencies and end-of-life truly looks like without traditional next of kin, this episode will give you clarity.
In This Episode, You’ll Learn:
- Why Childfree individuals need both estate planning documents and a coordinated financial services team before a medical emergency occurs
- How powers of attorney and professional fiduciaries protect your healthcare decisions, financial accounts, and long-term care options
- What can go wrong when there is no clear next of kin, and how the state may become involved in decision-making
- How a financial advisor acting as a fiduciary helps manage insurance claims, hospital bills, and long-term care costs during crisis
- Why building your aging plan early preserves autonomy, protects assets, and ensures your end-of-life wishes are honored.
Episode Host:
Maddy Roche - Chief Growth Officer at Childfree Trust® and responsible for all sales & marketing initiatives.
Episode Guest:
Chris Dale, CFP®, CeFT® is a financial advisor with 21 years of experience and the founder of Life After Grief Financial Planning™. As a CERTIFIED FINANCIAL PLANNER™ and Certified Financial Transitionist®, he specializes in guiding clients through the financial and emotional complexities of loss. His approach integrates technical planning with psychological insight rooted in his significant personal experience and 200+ hours of hospice volunteering.
A five-time "Top Financial Advisor" in Orlando (2019–2023), Christopher is a prominent speaker, author, and host of the podcast Real Talk With Life After Grief Chris. Beyond his clinical expertise, he is a dedicated advocate for addressing how racism and discrimination intersect with grief. Through Life After Grief Consulting™, he provides CE-approved training, earning the reputation of the "Advisor's Advisor."
He lives in Orlando with his wife and two sons.
Learn more about Chris: Lifeaftergrieffp.com
About Childfree Insights
Childfree Insights focuses on planning for solo aging and later life without children. It offers trusted education on financial planning, estate planning, and building support systems for people aging independently. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode, Maddy Roche and Bri Conn, CFP®, explain why legal documents alone aren’t enough. Estate plans grant authority. Care plans provide direction. They spell out the details that make real-world care possible: where to find your mailbox key, your alarm code, how to feed your pets, what medical history your doctors should know, and what living with dignity truly means to you.
They also discuss documenting cultural or religious preferences and why these plans should be treated as living documents, updated as your life, relationships, and values evolve.
Key Takeaways:
- Estate plans give the who, care plans give the how. Legal documents grant someone the power to make decisions. Care plans outline what those decisions should actually look like, from daily routines to end-of-life wishes.
- Document the everyday details others wouldn't know. Alarm codes, mailbox locations, pet feeding routines, storage facilities, and where to find important items are all critical for someone stepping into your life.
- Define what life with dignity means to you. Cultural preferences, religious practices, LGBTQ+ identity, and personal boundaries should be clearly stated so your wishes are honored, not someone else's assumptions.
- Build a team to support you as you age. Financial planners, doctors, and aging care managers all play a role in ensuring your care plan can actually be executed when you need it.
- Treat your care plan as a living document. Update it as your life changes. New pet, new home, new diagnosis, new preferences. The goal is to keep it current so it reflects who you are now.
Episode Hosts:
Maddy Roche - Chief Growth Officer at Childfree Trust® and responsible for all sales & marketing initiatives.
Bri Conn, CFP® - Customer Experience Manager at Childfree Trust®. Bri coaches clients through estate planning and care plan development, helping them document their wishes and build support teams.
About Childfree Insights
Childfree Insights is a trusted resource for life planning without children. It explores financial planning, estate planning, relationships, and long-term decisions for adults building a future without kids. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Who makes decisions for you when you can't? For Childfree people, the answer has never been straightforward. Dr. Jay Zigmont sits down with Robert Allan and John Steiner from Welon Trust to reveal how they spent two and a half years building something that didn't exist: a trust company designed specifically for the Childfree community.
This episode pulls back the curtain on creating Childfree Trust®. From a 752-page application to navigating banking regulators who'd never seen this model, John and Robert share why every other trust company said no, the social bias they faced raising capital, and how they're building a system that has to outlive everyone involved. If you've ever wondered what it takes to create something entirely new in a 200-year-old industry, this conversation delivers the unfiltered truth.
Key Takeaways:
- Traditional trust companies refused to serve Childfree clients: Every company demanded $10,000-$20,000 annual minimums and wouldn't touch medical power of attorney. They just don't want to do it.
- Banking oversight protects like the FDIC: If Welon fails, regulators step in seamlessly—the document doesn't die, the company may. To clients it looks like nothing happened.
- Building to outlive the founders: This company has to bury Dr. Jay, John, and Robert. They're creating documented processes that ensure continuity for decades.
- Social bias against Childfree investing: One investor loved Childfree Trust® but couldn't invest because "they can't go to church and say they invested in a Childfree company." Robert: "There's a market that needs to be served."
Episode Host:
Dr. Jay Zigmont, CFP® - Founder & CEO of Childfree Wealth®, Childfree Trust®, & Childfree Insights. Board member and investor in Welon Trust. Jay spent two and a half years partnering with John and Robert to create the first trust company designed specifically for the Childfree community.
Meet the Guests:
John Steiner, CFA® - a Founding Member and Managing Director of Welon Trust. He brings more than 35 years of investment management expertise to the firm working with both individuals and institutions.
Robert Allan, CFP®, CFA®, CPA - a Founding Member and Managing Director of Welon Trust. With over a decade of financial, operational, and accounting experience, he brings a unique perspective that allows him to provide value to his client’s beyond managing their portfolio.
Learn more about Welon Trust: https://welon.com
About Childfree Insights
Childfree Insights delivers education for financial and estate planning without children. It supports people with no kids in making informed decisions about retirement, legacy planning, beneficiaries, and long-term care. Home of Childfree Wealth® and Childfree Trust®.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
What happens to your pets if you're suddenly unable to care for them? For Childfree people with animal companions, this isn't just about planning for after you're gone. It's about having a solid plan for emergencies, temporary disability, and ensuring your pets get the care they need when you can't provide it.
Bri Conn, CFP® and Dr. Jay Zigmont, CFP® tackle pet protection planning, from 155-pound English Mastiffs with special dietary needs to orange cats with attitude problems. They break down the difference between temporary care (you're in the hospital for three days) and permanent arrangements (you pass away), the legal reality that pets are considered property, how pet trusts work differently than wills, and Childfree Trust®'s 24/7 emergency response system that activates care plans the moment someone is hospitalized.
Key Takeaways:
- Temporary vs permanent care requires different plans: Emergency disability needs immediate pet care with existing sitters or facilities. Permanent arrangements require identifying long-term guardians willing to take animals with special needs.
- Pet trusts protect animals beyond wills: Pet trusts ensure trustees oversee that guardians actually spend funds on your pet's benefit.
- Care documents enable emergency response: Document feeding schedules, medical conditions, allergies, medications, veterinarian contacts, and house access information so caregivers know exactly what your pet needs.
- The 3 C's framework: Caretaker, Communication, Critical information: Who takes responsibility, how they're reached in emergencies, and everything they need to know about food, medicine, behavior, and routines.
Mentioned in this episode:
- Protecting pets emergency checklist - Download it here
- Start your estate planning here - www.ChildfreeTrust.com
Episode Hosts:
Bri Conn, CFP® - Customer Experience Manager at Childfree Trust®. Bri has multiple backup caretakers lined up for her dog and maintains a detailed "doggy resume" with all care information readily accessible
Dr. Jay Zigmont, CFP® - Founder & CEO of Childfree Wealth®, Childfree Trust®, & Childfree Insights. Jay's 155-pound English Mastiff has extensive special needs and a precise 5:00 PM dinner schedule, making detailed care planning essential.
About Childfree Insights
Childfree Insights is the trusted education hub for people who are Childfree or permanently childless. It provides guidance on finances, estate planning, relationships, and life decisions for adults without children. Home of Childfree Wealth and Childfree Trust, supporting long-term planning for people living without kids.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Who will make decisions for you when you can't? For Childfree people, that question has never had a good answer until now.
In this episode, Maddy Roche and Dr. Jay Zigmont, CFP® introduce Childfree Trust®, the first nationwide professional fiduciary solution designed specifically for Childfree individuals. After three and a half years of research and development, Childfree Trust® solves a problem that's plagued the Childfree community: who will act as your medical power of attorney, financial power of attorney, executor, and trustee when you don't have the traditional next of kin most estate planning assumes you have?
Jay and Maddy break down the four crucial estate planning roles every person needs to fill, what really happens if you don't have these documents in place, and why relying solely on friends and family can put everyone in a difficult position.
Key Takeaways:
- Estate planning is about decisions while you're alive: The four critical roles, medical power of attorney, financial power of attorney, executor, and trustee, ensure someone can make decisions on your behalf during emergencies, cognitive decline, or after death.
- Childfree Trust® is the first nationwide professional fiduciary solution: Acting in all 50 states & DC, Childfree Trust® can serve as your medical power of attorney, financial power of attorney, executor, or trustee.
- Professional fiduciaries protect everyone involved: Even if you have someone willing to serve in estate planning roles, appointing Childfree Trust® as a backup gives your loved ones an out if circumstances become too challenging.
- Guarantees ensure lifelong protection: If you've been a client for 24 consecutive months and go on Medicaid, Childfree Trust® will continue making decisions on your behalf without billing you. Your decisions are protected even if you run out of assets.
Episode Hosts:
Maddy Roche - Chief Growth Officer at Childfree Trust® and responsible for all sales & marketing initiatives.
Dr. Jay Zigmont, CFP® - Founder & CEO of Childfree Wealth®, Childfree Trust®, & Childfree Insights. After spending three and a half years researching estate planning solutions for Childfree people, Jay created Childfree Trust® to solve a problem no one else would address.
About Childfree Insights:Childfree Insights is the trusted education hub for people who are Childfree or permanently Childless. It provides guidance on finances, estate planning, relationships, and life decisions for adults without children. Home of Childfree Wealth® and Childfree Trust®, supporting long-term planning for people living without kids.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Life By Design team just got back from CES in Las Vegas, and they're sharing everything: the coolest tech, the weirdest products, and what it's really like to run a booth at the world's biggest consumer electronics show.
From hip airbags and remote dementia diagnosis tools to robot dogs and AI-powered picture frames that clone voices, this episode covers it all. The team also reflects on community connections, including a special dinner with Childfree community members, and what they learned about the growing interest in Childfree resources from around the world.
Key Takeaways:
- Age tech is having a moment. Hip airbags, remote dementia diagnosis, subtitle glasses for hearing impairment, and exoskeletons for everyday use signal a shift toward technology that supports aging well.
- The Childfree mission resonates globally. International attendees and even parents expressed genuine interest in Childfree resources, confirming the team is on the right track.
- Community connection matters. The team dinner with Childfree community members was a highlight, reinforcing the value of gathering with people who just get it.
- Focus on the people who get it. Rather than convincing skeptics, spend energy on the millions who already understand and want to engage.
Resources Mentioned:
Tech Crunch Article: https://techcrunch.com/snippet/3081558/childfree-trust-was-one-of-the-sleeper-surprises-at-ces-unveiled/
Episode Hosts:
Dr. Jay Zigmont, CFP® - Founder & CEO of Childfree Wealth®, Childfree Trust®, & Childfree Insights. Author of "The Childfree Guide to Life and Money."
Bri Conn, CFP® - Customer Experience Manager at Childfree Trust® and co-host. Bri joined the Childfree space after connecting with Dr. Jay while studying to become a CFP® professional.
Scott Barnes, CFP®, TPCP®, CLTC - Associate Advisor at Childfree Wealth®. Scott is the go-to expert for long-term care strategies and tax planning questions.
Maddy Roche - Chief Growth Officer at Childfree Trust® and responsible for all sales & marketing initiatives.
Alli Gage - Chief of Staff at Childfree Insights. Alli is the behind-the-scenes coordinator who ensures all organizations operate in an orderly fashion across the board.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
What do you want the second line of your obituary to say? For most people, it reads "father of three" or "survived by spouse and children." For Childfree people, that line looks different. This episode tackles the identity crisis that comes when your career defines you and you're facing a major transition without the traditional markers of legacy.
Dr. Jay Zigmont, CFP® sits down with Drew Blickensderfer, two-time Daytona 500-winning crew chief and current Competition Director at Front Row Motor Sports, to discuss his transition from crew chief to leadership after nearly 20 years at NASCAR's highest level. This conversation reveals how Childfree people can create legacy through leadership, not lineage.
Key Takeaways:
- The obituary question reframes identity: What do you want the second line of your obituary to say?
- Legacy through leadership, not lineage: Childfree people build impact through mentoring, developing talent, and doing the morally right thing for others' careers.
- Being Childfree enabled career longevity: Crew chiefs rarely last 19 years. No children meant Drew could travel 36-38 weeks per year, miss no little league games, and pursue his dream longer than peers with family obligations.
- Platinum rule over golden rule: Treating people how you want to be treated fails with different generations and learning styles.
- Small wins sustain teams through adversity: When winning seems impossible (35 losers every NASCAR race), celebrate incremental progress.
Episode Host:
Dr. Jay Zigmont, CFP® - Founder & CEO of Childfree Wealth®, Childfree Trust®, & Childfree Insights. Jay embedded with Drew's NASCAR team for a year to research leadership and legacy for Childfree individuals, creating what he calls his "secret project" exploring how people build impact without traditional lineage.
Meet the Guest:
Drew Blickensderfer - Competition Director at Front Row Motor Sports. Two-time Daytona 500-winning crew chief with 19 years in NASCAR. Drew transitioned from crew chief (NASCAR's "head coach") to competition director, managing multiple teams instead of one. Being Childfree allowed him to travel constantly and stay in his role longer than most, while now entering an encore career with better work-life balance.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Who's on your bench? When you're building a Childfree life on your own terms, the professionals and teammates you surround yourself with make all the difference in how well you age.
In this episode, Maddy Roche and Bri Conn, CFP®, walk through the essential people you need in your corner, from certified financial planners who understand Childfree planning to aging care managers who can help you navigate long-term care. They tackle why estate planning is more complex when you don't have a next generation to handle decisions, how Childfree Trust® provides a professional fiduciary solution, and why outsourcing the right things frees you to focus on what matters most.
Key Takeaways:
- CFP® professionals are fiduciaries legally obligated to act in your best interest, and finding one who understands how being Childfree fundamentally changes your financial picture ensures you get advice that actually fits your goals.
- Medical power of attorney, financial power of attorney, executor, and trustee are essential positions that take time to fill, especially when you don't have a next generation to rely on.
- Childfree Trust® provides a professional fiduciary solution. Acting in all 50 states as any of the four key estate planning roles, Childfree Trust® can serve as your primary choice or backup option, giving your existing representatives the gift of being able to transfer responsibility if needed.
- Whether it's tax preparation, home maintenance, or health management, identifying what you can delegate to professionals frees you to spend time with people and activities you actually care about.
- Primary care doctors, aging care managers, personal trainers, and community leaders all play a role in preventing issues before they arise and ensuring you have advocates when you need them.
Episode Hosts:
Maddy Roche - Chief Growth Officer at Childfree Trust® and responsible for all sales & marketing initiatives.
Bri Conn, CFP® - Customer Experience Manager at Childfree Trust® and co-host. Bri understands firsthand that the CFP® curriculum doesn't address Childfree planning.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
What if the way you think about wealth is keeping you from building it? In this episode, Dr. Jay Zigmont, CFP® and Carl Richards, CFP® creator of the Sketch Guy column in the New York Times, sit down to explore how simple drawings unlock profound truths about money and life.
Carl shares the stories behind his most powerful sketches, including the Venn diagram asking "What can I control?" and "What matters?" and why their overlap is where real financial planning happens.
Key Takeaways:
- Focus on the overlap of what matters and what you control.
- Real financial planning aligns money with life.
- The only goal that matters is yours.
- Childfree planning requires different tools and thinking.
Episode Host:
Dr. Jay Zigmont, PhD, MBA, CFP® is the Founder of Childfree Wealth, a life and financial planning firm dedicated to helping people simplify their finances so they can live an amazing Childfree life. Dr. Jay is a CERTIFIED FINANCIAL PLANNER®, Childfree Wealth Specialist, and author of the book “The Childfree Guide to Life and Money.” His Ph.D. is in Adult Learning from the University of Connecticut.
Meet the Guest:
Carl Richards, CFP®, wrote The Sketch Guy column in The New York Times for a decade, using cardstock and a Sharpie to make money feel less complicated. He's the author of bestsellers The Behavior Gap and The One-Page Financial Plan, and his latest book, Your Money: Reimagining Wealth in 101 Simple Sketches, released in October 2025. Carl hosts the daily podcast Behavior Gap Radio and founded The Society of Advice, a community for financial planners dedicated to the craft of advice.
Learn more on his website: behaviorgap.com.
Connect with Carl Online: LinkedIn X Instagram.
Pre-order Carl’s book on Amazon or at your favorite bookstore.
To place a bulk order of Carl’s book, visit this link and use the code YourMoney5 at checkout to save an additional 5%.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Building better financial habits is less about willpower and more about understanding how your brain works. In this episode, Dr. Jay Zigmont, CFP®, and Fiona Waller, MSW, LCSW, CFP® dive into the behavioral side of personal finance, exploring why all-or-nothing thinking keeps you stuck, how to make progress visible, and what the science of habit formation teaches us about lasting change.
Drawing from Dr. Jay's background in adult learning and Fiona's training as a therapist, this conversation goes beyond spreadsheets and investment strategies to tackle the messy, gray area of human behavior. If you've ever wondered why you keep repeating financial patterns you inherited or why your budget never seems to stick, this episode offers practical tools to help you build habits that actually support the intentional Childfree life you're designing.
Key Takeaways:
- All-or-nothing thinking sabotages progress: The mindset of "be the best or don't do it at all" keeps you stuck at extremes and prevents you from making meaningful progress in the messy middle ground where real change happens.
- Financial success is 80% behavioral: The hard work of personal finance isn't in the spreadsheets or investment calculations. It's in understanding your behaviors, mental models, and the voices in your head that drive your financial decisions.
- Starting small creates sustainable change: Rather than attempting major overhauls that lead to failure, focus on getting 1% better each day or making one small improvement at a time to build momentum without burnout.
- Naming your internal voice creates distance: Identifying whose voice is in your head and why it's there allows you to acknowledge its role in getting you this far, then consciously choose to take it from here on your own terms.
Episode Hosts:
Dr. Jay Zigmont, CFP® - Founder & CEO of Childfree Wealth®, Childfree Trust®, & Childfree Insights. Author of "The Childfree Guide to Life and Money." Dr. Jay's background in adult learning brings a unique behavioral focus to financial planning.
Fiona Waller, MSW, LCSW, CFP® - Childfree Wealth Specialist® at Childfree Wealth®. Fiona brings a unique perspective as a former therapist, focusing on the intersection of mental health and money using a trauma-informed background to help clients align their financial and life plans with their values.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Welcome to a brand new era! After two and a half years as the Childfree Wealth® Podcast, we're excited to introduce Childfree Life By Design. This isn't just a rebrand; it's an expansion of our mission. While finances remain a cornerstone, we're now diving deeper into relationships, career decisions, and designing a life that works for you. In this special relaunch episode, hosts Bri Conn and Dr. Jay Zigmont introduce the expanded team.
Key Takeaways:
- The rebrand expands the mission: Childfree Life By Design goes beyond financial planning to cover relationships, career pivots, healthcare navigation, community building, and finding meaning on your own terms.
- Traditional planning doesn't work for Childfree people: The financial planning industry is built around funding college educations and passing wealth to the next generation, leaving Childfree individuals without tailored resources.
- Childfree planning is actually more complex: End-of-life planning, long-term care, and determining who makes decisions when you can't advocate for yourself require more intentional planning without children.
Meet the Team:
Dr. Jay Zigmont, CFP® - Founder & CEO of Childfree Wealth®, Childfree Trust®, & Childfree Insights. Author of "The Childfree Guide to Life and Money."
Bri Conn, CFP® - Customer Experience Manager at Childfree Trust® and co-host. Bri joined the Childfree space after connecting with Dr. Jay while studying to become a CFP® professional.
Fiona Waller, MSW, LCSW, CFP® - Childfree Wealth Specialist® at Childfree Wealth®. Fiona brings a unique perspective as a former therapist, focusing on the intersection of mental health and money using a trauma-informed background to help clients align their financial and life plans with their values.
Scott Barnes, CFP®, TPCP®, CLTC - Associate Advisor at Childfree Wealth®. Scott is the go-to expert for long-term care strategies and tax planning questions.
Maddy Roche - Chief Growth Officer at Childfree Trust® and responsible for all sales & marketing initiatives.
Alli Gage - Chief of Staff at Childfree Insights. Alli is the behind-the-scenes coordinator who ensures all organizations operate in an orderly fashion across the board.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
We've reached the final episode of the Childfree Wealth podcast hosted by Bri and Dr. Jay, CFP®! It's been an incredible two-and-a-half-year run with 171 episodes published and over 100,000 downloads, and we couldn't be more grateful for this community.
So, to celebrate all the amazing things that have happened, the whole Childfree Wealth team—Bri, Dr. Jay, Scott, and Fiona—joins us for a special episode to share wins, battle it out with some hilarious holiday finance trivia, and drop some major news about the future of the podcast.
Note to Listeners: The podcast is NOT going away! It is simply changing names to Childfree Life by Design and launching with a new episode on January 1st. Stay subscribed!
🔹 Celebrating Our Wins
🔹 Holiday Finance Trivia
🔹 Rapid-Fire Holiday Q&A
🔹 Amazing Stats & Listener Impact
🔹 The Future is Now! Stick around to the end as we reveal the exciting rebrand and relaunch — you won't want to miss what's next!
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Caring for aging parents is a universal experience, but for the Childfree, the dynamics are completely unique. In this episode, Dr. Jay sits down with Beth Pinsker, a CERTIFIED FINANCIAL PLANNER® and retired MarketWatch columnist, to discuss her new book,
My Mother's Money: A Guide to Financial Caregiving. They share personal stories and professional insights on navigating the emotional and financial challenges of becoming a financial caregiver.
Tune in to learn how to prepare for the unexpected and ensure you can care for the people you love without derailing your own financial future.
Timestamps:
🔹01:00 - Why being Childfree doesn't mean you're parent-free
🔹02:00 - The surprising impact a parent's financial plan can have on yours
🔹03:00 - The challenging question of how much help is too much
🔹04:00 - Setting healthy boundaries with parents
🔹06:00 - The emotional difficulty of the parent-child role reversal
🔹08:00 - The stress of managing caregivers and staff
🔹09:00 - Why you might want to hire a professional care team
🔹11:00 - Why single women are often the best at planning ahead
🔹13:00 - The hard decision of living with a parent
🔹18:00 - The nightmare of dealing with banks and power of attorney
🔹26:00 - Don't put your important papers in a safe deposit box
🔹27:00 - The "death file" and where to put your important papers
🔹29:00 - Beth's biggest takeaway from her book
Connect with Beth:
🔹Beth’s website: https://bethpinsker.com/
🔹Purchase her book:
🔹Instagram: https://www.instagram.com/bethpinsker_ny/
🔹LinkedIn: https://www.linkedin.com/in/bpinsker/
Mentioned in this episode:
🔹How to add a legacy contact in Apple: https://support.apple.com/en-us/102631
🔹Google inactive account manager (Android): https://support.google.com/accounts/answer/3036546?hl=en
🔹Childfree Trust®: https://childfreetrust.com/
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Join us for a fascinating conversation with Don, a disciplined saver who's embracing the "Die With Zero" philosophy but finding it hard to shift gears! We dive into his journey of planning generous gifts to family and charities now, rather than later, and the mental gymnastics required to actually spend the money he's so diligently saved. We also tackle the nitty-gritty of optimizing investments, navigating healthcare, and the unique estate planning considerations for those who are Childfree. Get ready for some honest talk, a few laughs, and actionable insights on truly living your best life with your wealth.
🔹 1:35 Identifying key recipients: Veteran's causes, St. Jude's, and nieces
🔹 3:15 Gifting to nieces: Monetary gifts without preconceived notions
🔹 4:40 Exploring 529 plans vs. Roth for a grandniece's college fund
🔹 8:44 Don's significant philanthropic goals: $100,000 to Tunnel to Towers
🔹 12:07 Navigating healthcare: HSAs, high-deductible plans, and the VA
🔹 17:40 The mental challenge of spending after years of saving
🔹 20:35 Optimizing investments: HSA in stock, international exposure, and ditching high fees
🔹 37:43 Estate planning for solo agers: Trustees, power of attorney, and avoiding single points of failure
Mentioned in this Episode:
-
Die with Zero by Bill Perkins https://bookshop.org/p/books/die-with-zero-getting-all-you-can-from-your-money-and-your-life-bill-perkins/15130122
-
NokBox
- The Purpose Code by Jordan Grummet, MD
- Essential Retirement Planning for Solo Agers by Sara Zeff Geber, PhD
- Living the Golden Life: Solo Aging Strategies with Dr. Sara Zeff Geber, Ep 130 https://www.buzzsprout.com/2002436/episodes/16368024
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:
Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
What does it really take to plan your taxes to - and through - early retirement?
In this week's episode, Dr. Jay sits down with Certified Financial Planner® and author Cody Garrett to unpack the key ideas from Cody’s new book, Measure Twice, Money Once. Together, they explore how intentional tax planning can turn early retirement from a financial dream into a sustainable reality.
From understanding how tax brackets shift when your income changes, to strategically timing Roth conversions and managing healthcare costs before Medicare — they cover it all. You’ll also hear practical, values-based advice on aligning your tax and income strategies with the kind of life you actually want to live.
Whether you’re five years from early retirement or already there, this conversation will help you create a tax strategy designed for freedom, flexibility, and purpose.
We'll Cover:
00:00 — Welcome and why early retirement tax planning matters
04:32 — The three stages of tax planning: before, during, and after retirement
10:48 — Roth conversions: when they make sense (and when they don’t)
18:25 — Managing healthcare costs before Medicare eligibility
27:10 — Building a tax-efficient income plan for the long run
Mentioned in this Episode:
- Get Cody's book here: https://www.measuretwicemoney.com/book
- Get Dr. Jay's book "The Childfree Guide to Life and Money" here: https://childfreewealth.com/childfree-guide/
- Learn more about Childfree financial www.childfreewealth.com
- Learn more about Childfree Trust: https://www.childfreetrust.com
About our Guest: Cody Garrett is an advice-only financial planner, educator, and founder of Measure Twice® Money, where he helps DIY investors make informed financial decisions aligned with their values. He also leads Measure Twice(R) Planners, an educational community for financial planners. Cody's insights have been featured by The Wall Street Journal, Barron's, Forbes, and CNBC. He's a frequent guest on personal finance podcasts, including ChooseFI, The Long View (Morningstar), and Bogleheads on Investing.
Connect with Cody here: https://www.linkedin.com/in/codylgarrett/
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Ever wonder if you truly have enough to retire, or if your long-term plans are actually achievable? This week, we dive deep with Claudia, a bright, resourceful, and wonderfully human individual who, despite a significant net worth, finds herself grappling with the emotional side of financial independence. We tackle her core question: should 60% of her portfolio be in fixed index annuities? But as always, we dig beyond the numbers to uncover the real questions: What life does she truly want to live, and what's holding her back from embracing it?
🔹1:05: Navigating market fluctuations and the unexpected shifts in retirement timelines (including a cancer diagnosis that changed everything).
🔹3:16: Unpacking Claudia's dream retirement in Arkansas, from free university courses to attending sports games.
🔹8:50: The surprisingly emotional struggle with leaving a high-paying job, even when you're financially ready.
🔹10:47: A jaw-dropping revelation about Claudia's net worth and the incredible possibilities it unlocks.
🔹18:51: The complexities of estate planning for childfree individuals, including supporting loved ones without enabling poor financial habits.
🔹36:14: The profound mental shift from "can I retire?" to "what do I want to do in retirement?"
🔹49:00: Exploring "encore careers" and how meaningful part-time work can enhance your retirement joy (and budget!).
🔹53:45: The unique challenges and solutions for "solo agers" and ensuring your wishes are honored, chips and all.
This episode is a must-listen for anyone navigating retirement decisions, seeking financial clarity, or simply trying to align their money with their ideal life. You'll hear how the "math is the easy part" and why understanding your "head trash" is crucial to unlocking true financial freedom.
Mentioned in this Episode:
-
Childfree Trust®
-
The Childfree Guide to Life & Money by Dr. Jay Zigmont, CFP®
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Today, Bri Conn, CFP® and Dr. Jay, CFP® dig into what it really means to retire as a Childfree person—and why it might not look like what you’ve been told. Whether you're dreaming of beaches or terrified of boredom, this episode helps you get real about what comes after work.
🔹 00:40 – When retirement chooses you 🔹 02:00 – Why retiring to something matters more than retiring from something
🔹 04:00 – Test-driving retirement before you commit
🔹 06:15 – The “Retirement Smile” and how spending changes over time
🔹 10:00 – Why the 4% rule might not apply to you
🔹 14:30 – Taxes, RMDs, and IRMA—oh my!
🔹 18:45 – How to plan for retirement abroad without tax surprises
🔹 23:30 – Why most people could’ve retired earlier (but didn’t)
Whether you’re a “never work again” dreamer or just want to know your options, this is your sign to make a plan before life forces your hand.
Mentioned in this episode:
🔹Navigating Your "Second Half of Life": FIRE vs. FILE and Accessing Your Money Early, Ep 162 https://www.buzzsprout.com/2002436/episodes/17816731
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Ever feel like the traditional "work for 40 years, then retire" plan just isn't cutting it anymore? You're not alone! This week we're flipping the script with Jillian Johnsrud, author of Retire Often. We dive deep into the concept of "mini-retirements" – intentional breaks from your primary profession that are a month or longer and focused on something meaningful to you.
Jillian shares how these strategic breaks aren't just about vacations; they can actually boost your financial independence and career trajectory in surprising ways! We tackle everything from negotiating time off with your current employer (even if you think you're "too important"!) to navigating those well-meaning but often unhelpful opinions from friends and family. Get ready to challenge your assumptions about work, rest, and living your best life, now!
Timestamps:
- 0:48 Why Jillian wrote Retire Often and the life-changing potential of mini-retirements
- 1:42 Challenging the old life script: Why the 25-year grind to retirement might be outdated
- 2:07 The evolving economy and why frequent career breaks are becoming the new norm
- 3:00 What exactly is a mini-retirement? Defining the key elements
- 5:49 Unpacking the financial benefits: How taking time off can actually make you richer
- 8:57 The power of pausing: Gaining clarity and new opportunities by stepping off the treadmill
- 11:25 Keeping your job and taking a break: Negotiating a mini-retirement with your current employer
- 17:00 Tackling societal pressures and internal narratives around work and rest
- 25:07 Budgeting for your break: You don't need millions to take a mini-retirement
Connect with Jillian
- Website
- Retire Often Book
- Book Purchasing Link
- Free Opt-In Worksheets:
- Planning
- Negotiating
- Workbook
- Group Coaching
- Social Media:
- Youtube
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Are you tired of the traditional work-and-retire-at-65 plan? This episode is for you. We're diving into the concepts of FIRE (Financial Independence, Retire Early) and FILE (Financial Independence, Live Early), and exploring how you can break free from the traditional script. Dr. Jay and Bri challenge the idea that retirement is an "on/off switch" and introduce the "dimmer switch" approach of FILE, which allows you to design a life you love now, rather than waiting for a distant retirement.
Timestamps
🔹 0:48 - When can I retire vs. do you want to retire?
🔹 2:28 - Are you a FIRE or FILE person?
🔹 3:33 - Dr. Jay's "mental chew toy"
🔹 5:39 - The importance of planning for what you’ll do with your time
🔹 6:40 - The "Purpose Code" and living with lowercase "p" purpose
🔹 11:53 - The difficulty of giving up a specific career path
🔹 14:49 - Overcoming self-limiting beliefs
🔹 15:49 - Why age is the least important factor in retirement
🔹 18:24 - The debate: Are you ready to make a change?
🔹 19:13 - What brings you joy?
🔹 25:23 - Accessing your retirement money before 59½
🔹 28:37 - The rule of 55
🔹 32:17 - The rule of 72t, or SEPP
🔹 34:05 - Accessing Roth IRA contributions penalty-free
🔹 35:48 - Inherited IRAs
🔹 37:53 - 401k loans: The good, the bad, and the ugly
🔹 45:36 - Health insurance options for early retirees
Mentioned in this episode:
🔹 Andy & Libbi Financial Planning Sessions
1️⃣ https://www.buzzsprout.com/2002436/episodes/16367564
2️⃣ https://www.buzzsprout.com/2002436/episodes/16367713
3️⃣ https://www.buzzsprout.com/2002436/episodes/16368047
4️⃣ https://www.buzzsprout.com/2002436/episodes/16962286
5️⃣ https://www.buzzsprout.com/2002436/episodes/17411168
🔹 Finding Purpose Beyond Financial Independence with Doc G, Ep 120 https://www.buzzsprout.com/2002436/episodes/16367437
🔹 The Purpose Code by Jordan Grummet, MD https://jordangrumet.com/books/
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
As the year comes to a close, it’s time to pause, review, and make sure your finances are in shape for what’s next. In this episode, Dr. Jay and Childfree Wealth Specialist® Scott Barnes walk through their 2025 Year-End Financial Checklist - covering everything from tax strategies and RMDs to Medicare IRMA surcharges, spending analysis, and estate planning for Childfree individuals.
They discuss what’s changed this year, what you need to know before the calendar resets, and how to make smart financial decisions that align with your goals and values.
From avoiding penalties to ensuring your estate plan reflects your wishes (including care for your pets), this conversation is packed with practical insights to help you end the year confident and prepared.
Tune in for clear guidance, actionable steps, and a reminder that financial planning isn’t just about saving money—it’s about designing a life that truly fits you.
We’ll cover:
00:00 — End-of-Year Financial Planning Overview
04:12 — Tax Strategies That Still Work (and What’s New)
09:45 — RMDs, IRMA Surcharges & Medicare Must-Knows
15:30 — Spending Analysis: Does Your Money Reflect Your Values?
22:18 — Estate Planning for the Childfree: Protecting Your Legacy
Mentioned in this episode:
-
Get the Childfree Wealth®'s 2025 Childfree Tax Guide: https://childfreewealth.com/2025-childfree-tax-guide/
-
Childfree Trust® Website: https://childfreetrust.com/
-
Childfree Wealth® Checkup: https://childfreewealth.com/schedule-a-checkup/
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Ever fantasized about moving abroad or traveling the world while working? This episode is your permission slip to start! Join us as we talk with two incredible women living their best expat and digital nomad lives.
First, we chat with Maggie Dickens, founder of Unapologetically Childfree, who shares her inspiring journey as a therapist and business owner in Lisbon, Portugal. She gives us the real scoop on what it's like to transition to a new country and why living authentically is the key to a fulfilling life.
Then, we dive into the fascinating world of full-time digital nomad Sibu Szymanowska, who has perfected the art of house-sitting to see the world. As the founder of The Hybrid Tours, she shares her best tips on traveling the globe on a budget and how to find a community no matter where you are. Get ready to have your wanderlust sparked and learn that a life of travel doesn't have to break the bank.
Key Points:
🔹Introduction to the episode and Maggie
🔹Maggie's decision to move to Portugal
🔹The logistics of being a business owner while abroad
🔹Maggie's advice for those considering a move
🔹Sibu's introduction and her life as a full-time digital nomad
🔹The magic of house-sitting
🔹The story behind The Hybrid Tours
🔹Why traveling won't ruin your career
Connect with Maggie Dickens:
-
Cathartic Counseling | Unapologetically Childfree™️
-
Hello@MaggieDickens.com
-
Instagram
-
Facebook
-
TikTok
-
Find Group Coaching here or here.
-
Book a FREE Consult here.
Connect with Sibu Szymanowska:
-
The Hybrid Tours
-
Go Global with Sibu
-
Hey@GoGlobalWithSibu.com
-
Instagram
-
LinkedIn
-
Find Free Accommodation through Trusted Housesitters here.
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Join us for a transparent and insightful Childfree Wealth® Checkup with Casey and Garrett, a couple who are preparing to trade in the corporate grind for time abroad. We dive deep into the unique financial fears and planning complexities of a childfree couple in their late 20s and early 30s with a solid net worth.
🔹0:15 What Casey and Garrett want to make sure they talk about in their financial checkup
🔹2:30 Why chasing a child-free financial plan means ditching your parents' and the "standard life script" advice
🔹8:45 Garrett's tax questions, specifically around Roth IRAs and future income clarity
🔹12:10 Casey's goal to live abroad in the next 10–15 years, seeking universal healthcare and residency status, and the emotional struggle between taking the leap and feeling secure
🔹18:55 The reality of remote work and digital nomad visas: why their current jobs won't allow it, and the potential to keep their US residency while wandering the world
🔹24:00 The "social pressures" roadblock: trying to time their big move around family milestones and friends' weddings (the "wedding-baby shower era")
🔹31:30 Breaking down their current spending ($150k in 2024, inflated by a wedding) and the realization that their money isn't always aligning with their values—especially the $30k of "stuff"
🔹38:15 Challenging the FIRE community's "scrimping" mindset and the fear of "mindlessly saving" when they already have a $450,000 net worth
🔹45:00 The goal: having a remote job by 2027, spending $50,000 for the entire move, and being living their best life in another country by 2028
🔹51:45 Actionable steps now: maxing out their Roth 401(k)s before worrying about the complexity of Roth IRAs
Mentioned in this episode:
🔹Andy & Libbi planning series - watch the full series here!
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Is 2025 the year you’re finally considering a move outside the US? Dr. Jay and Bri dive into the increasingly popular topic of becoming an expat, an idea more and more people are considering. They get into the weeds of what it really takes to make moving abroad work, from the financial realities of moving pets (it's not cheap!) to the complex world of tax treaties and international law.
Whether you're looking for a permanent move or just a temporary change of scenery, this episode will help you think through the financial and personal considerations you need to live a life on your own terms.
Timestamps:
🔹1:20 - Why every country has its "own weirdness" and the importance of having an exit plan
🔹2:50 - The financial realities of an expat life, including the cost of moving pets
🔹5:30 - The first step: looking into citizenship by heritage
🔹9:20 - Exploring digital nomad and retirement visas as an alternative to citizenship
🔹11:45 - The importance of getting professional help early from a CFP, lawyer, and CPA
🔹16:30 - How tax treaties can affect your Roth contributions and other investments
🔹18:20 - Planning for healthcare and long-term care abroad
🔹20:55 - The "expat not expat" plan: maintaining US residency while living abroad
🔹23:25 - Addressing the emotional and social challenges of leaving friends, family, and community
🔹25:30 - A final word on fear and finding a plan that balances your life and finances
Mentioned in this Episode:
- Nomad Capitalist: https://nomadcapitalist.com
- Join the Childfree Trust Waitlist: https://childfreelegacy.com
- Schedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Ever feel like you don't have enough to make a real difference? Or maybe you're just overwhelmed by all the options for giving? You're not alone. This week, we're joined by Allison Patterson of Patterson Philanthropic Advisors, who acts as a "giving coach" to help everyday people create a strategy for their generosity.
Listen in to learn how to make an impact that's meaningful to you, no matter what you have to give.
🔹 00:58 - The biggest challenges people face with giving
🔹 01:56 - Overcoming the "scarcity mindset"
🔹 03:01 - How to make a difference that's unique to you
🔹 04:19 - Measuring your impact with your own "measuring stick"
🔹 05:46 - Giving with a warm hand vs. a cold hand
🔹 08:50 - How to identify which charities you can trust
🔹 10:49 - The difference between project, capital, and trust-based giving
🔹 13:03 - The debate between giving to nonprofits and B Corps
Connect with Alison:
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Website: https://www.patterson-advisors.com/
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Instagram: https://www.instagram.com/letsgogiveyall/
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LinkedIn: https://www.linkedin.com/in/alison-b-patterson-mpa-ipa-95aa84b/
Alison offers custom Generosity Strategy Sessions to help you create a giving plan that aligns with your values, resources, and long-term goals.
Your generosity should feel authentic, empowering, and impactful. Let's guild a plan that makes a difference-on your terms.
https://www.patterson-advisors.com/workwithme
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
This episode takes a departure from the usual financial advice to get an unfiltered look at Dr. Jay’s journey to the TEDx stage. Listeners will hear about the months of intense preparation, the fear of stepping on stage, and the unexpected challenges that arose along the way, including a moment where he completely forgot his script. The episode explores how he, a self-described "hardcore introvert," believes this terrifying experience—scarier than his time as a paramedic—was a crucial step to propel the company's mission and start a vital conversation about the Childfree economy with a broader audience.
Timestamps:
🔹1:12 The mission: spreading the word about the childfree community.
🔹2:06 Understanding the TEDx platform and how I got involved.
🔹2:59 The demographic "pitch" that started it all.
🔹4:09 Navigating a politically charged topic in the Deep South.
🔹4:48 The insane amount of preparation and work involved.
🔹7:18 Why a verbatim script was a huge challenge for me.
🔹8:52 The core message of my talk: immigration and sustainable growth.
🔹11:34 The unexpected moment that rattled my nerves and safety.
🔹19:40 The moment I stepped on the red dot and the nerves kicked in.
🔹24:00 The on-stage mistake and what happened next.
🔹25:49 What's next and why this was the right choice.
🔹26:33 The bonus of having a TEDx Talk and the call to action.
🔹28:57 Navigating online "haters" and why this is so important.
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Ever feel like your employee benefits package is a mystery? You're not alone! In this episode, Bri sits down with benefits expert Christy Smith from The Horton Group, a Marsh & McLennan Agency, to demystify the world of workplace perks. Christy, who has extensive experience in HR and as an employee benefits broker, shares insights on everything from health, dental, and vision insurance to the often-overlooked benefits like disability and legal support. Get ready to learn how to ask your HR team for new benefits (yes, you can do that!) 2, why understanding your options is crucial, and the surprising ways some companies are making benefits more inclusive (think doggy daycare!). Plus, we dive deep into the power of Health Savings Accounts (HSAs) and why they might be your secret weapon for retirement savings. Tune in and empower yourself to make the most of your workplace benefits!
Timestamps:
-
00:52: Christy's journey from HR to employee benefits broker.
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02:24: Common misconceptions about workplace benefits and how to approach your HR team.
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06:41: Navigating multiple health plan choices and software to assist in decisions.
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09:50: The evolution of vision and dental insurance.
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13:17: Inclusive benefits like "doggy daycare" and pet insurance.
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15:56: The importance of understanding company culture for tailored benefits.
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18:48: Deep dive into short-term and long-term disability, including state-paid leave benefits.
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23:14: Understanding legal benefits and Employee Assistance Programs (EAPs).
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27:50: The one employee benefit Christy wishes everyone would maximize (hint: it's about retirement!).
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33:28: Key advice for open enrollment season.
Connect with Christy:
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LinkedIn http://www.linkedin.com/in/christy-smith-cebs-49283810
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The Horton Group, a Marsh & McLennan Agency https://www.thehortongroup.com/
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Join us for a truly inspiring conversation with Jennifer, who's redefining retirement on her own terms! We dive deep into her desire to retire sooner rather than later, ideally without a mortgage still in play, and how she's navigating the unpredictable market with confidence. Jennifer shares her vision for a leisure-filled life, complete with travel, daily exercise, home-cooked meals, and plenty of reading. You'll hear about her "practice retirement" weekends and the joy she finds in simple, nurtured moments. We also explore the emotional aspects of transitioning from a fulfilling career, the surprising financial realities of her robust savings, and why paying off the house isn't always the only answer. Get ready to challenge your own notions of retirement and discover how to design a life that truly brings you joy!
In this episode, we cover:
- Jennifer's vision for retirement and why she wants to retire as soon as feasible.
- The emotional journey of preparing for retirement and practicing leisure time.
- Jennifer's current travel budget and future travel aspirations.
- The dilemma of paying off a mortgage before retirement.
- Insights into Jennifer's financial situation and "the $14 million problem."
- Exploring phased retirement and reducing work hours.
- Strategies for accessing retirement funds before age 59 1/2, including 72T elections.
- The psychological shift from saving to spending in retirement.
- Considering long-term care and end-of-life planning.
- Optimizing investments and understanding Roth conversions.
Mentioned in this Episode:
- The Purpose Code by Jordan Grumet, MD
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Ever feel like your passion is actually… burning you out? This week, we're diving deep into the often-unseen downsides of passion-driven work with licensed mental health therapist and entrepreneurial wellness specialist, Jennifer Gray. We explore how that fiery drive can unknowingly fuel overwork, blur your personal identity, and even make you blind to burnout.
Jennifer, who started her career in finance before realizing her true calling was in helping people build sustainable careers, shares her insights on why high-achievers often struggle with boundaries. We discuss how to recognize when your nervous system is dysregulated and practical steps to create "passion-free zones" that protect your well-being and fuel your creativity outside of work. If you've ever found yourself working at 3 AM because an idea popped into your head, this episode is for you!
Timestamps:
🔹00:43 - Jennifer's journey into therapy and working with entrepreneurs
🔹02:28 - Defining ambitious, high-achieving individuals
🔹04:28 - Why people seek therapy for burnout and unfulfillment
🔹06:34 - Recognizing the need for help and overcoming resistance
🔹13:48 - The hidden downsides of passion-driven work
🔹18:17 - Practical ways to set and enforce boundaries
🔹24:56 - Understanding nervous system dysregulation and its impact
🔹31:29 - The challenge of perfectionism and the "A student" mentality
🔹38:53 - The "worth it" test and navigating discomfort
🔹45:58 - Creating "passion-free zones" in a remote work world
Connect with Jennifer:
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Jennifer Gray Counseling https://www.jennifergraycounseling.com/
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Instagram https://www.instagram.com/jennifergraycounseling
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LinkedIn https://www.linkedin.com/in/jennifergraylpc/
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Ever dreamed of quitting your job but wondered, "How the heck do I actually do it?" This episode is for you! In the final episode of our “I’ll Make You Quit Your Job” series, we’re diving deep into the mechanics, finances, and structure needed to make that leap when you've decided it's time for a change. Bri and Dr. Jay discuss how much money you need to save before jumping ship, emphasizing the importance of an emergency fund and having a plan.
We explore different scenarios, from barely making ends meet to having a fully funded emergency fund, and discuss the often-overlooked aspects like potential pay delays when switching jobs. Plus, we get into the nitty-gritty of planning a "sabbatical" — Dr. Jay's ideal six-month plan for decompressing, soul-searching, and trying out new things before making your next big career move.
We also tackle the common fear of healthcare (spoiler: it doesn't have to trap you!) and even discuss how being laid off could surprisingly be a good thing. For couples, we cover the "gardener and the rose" approach to career changes, and for everyone, a crucial reminder to question everything—including where you live—to truly find happiness. Tune in to learn how to simplify your finances so your life can be amazing!
Timestamps:
🔹00:30 - How much money do you need to save before quitting your job?
🔹01:00 - The importance of an emergency fund and having something else lined up.
🔹03:00 - The ideal three to six-month plan for a career transition.
🔹03:30 - Jay's six-month sabbatical plan: decompress, discover, and try.
🔹07:45 - Using AI or a thinking partner for career exploration.
🔹11:40 - Navigating healthcare when changing jobs or taking a sabbatical.
🔹14:30 - The surprising benefits of a strategic layoff.
🔹19:00 - Questioning your location and lifestyle for greater happiness.
🔹24:50 - Timing your departure for bonuses or stock options.
🔹27:50 - Being prepared for your employer's reaction when you give notice.
Mentioned in this Episode:
🔹 I’ll Make You Quit Your Job Pt. 1 https://www.buzzsprout.com/2002436/episodes/17514288
🔹 I’ll Make You Quit Your Job Pt. 2 https://www.buzzsprout.com/2002436/episodes/17466054
🔹 The Gardener and the Rose https://childfreewealth.com/resources/gardener-rose/
🔹 The Gardener and the Rose with Heathe
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Ever wondered what it's like to quit a big tech job without a Plan B and actually thrive? Join us for an inspiring conversation with Stephanie Ramos, who went from "LinkedIn famous" to living her best childfree life! Stephanie shares her candid experience leaving Amazon, and how having "F.U. money" allowed her to prioritize her well-being over a paycheck. We dive into her unique financial journey, from starting as a teacher to becoming a self-made millionaire, and how simplifying finances led to an amazing life filled with travel and purpose, not just luxury goods. Stephanie also opens up about the emotional shift from saving for safety to spending for joy, and why having a clear vision for your life is more important than hitting a magic number.
In this episode, we cover:
🔹(0:45) Stephanie's viral experience quitting Amazon and the backstory
🔹(3:40) How financial independence provided the confidence to leave a dissatisfying job
🔹(7:34) Stephanie's journey to becoming a millionaire and her "simple" financial philosophy
🔹(12:46) Redefining "rich" as having time, money, and freedom
🔹(15:06) The importance of aligning daily actions with a future vision for your life
🔹(24:16) Why having money allows you to escape undesirable situations, not just take fancy vacations
🔹(26:14) Stephanie's future plans, including pursuing financial advisement
🔹(32:29) The challenges and rewards of being a soloist and the power of a trusted second opinion
Mentioned in this Episode:
🔹Connect with Stephanie on LinkedIn https://www.linkedin.com/in/stephanie-ramos
🔹So long, Amazon. I quit. https://www.linkedin.com/posts/stephanie-ramos_amazon-resignation-amazonrto-activity-7251693888719974400-tOYJ?utm_source=share&utm_medium=member_desktop&rcm=ACoAACh_t8QBnBCK4-1X4rxViyerrK-dj17cqBI
🔹The Spinster Syndicate Subtack https://thespinstersyndicate.substack.com/
🔹A family of one: The ascendance of the solo households https://clearingcustody.fidelity.com/insights/topics/working-with-clients/a-family-of-one-the-ascendance-of-solo-households
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
What if the biggest thing standing between you and a better life… is your job?
In this episode, Bri and Dr. Jay get real about why so many Childfree people stay in jobs they hate—and what it would take to finally walk away. From financial fears to cultural expectations to the ever-persistent voice in your head saying, “but it’s good money,” we unpack the emotional and practical sides of career change.
You don’t have to be stuck. And you definitely don’t have to do it alone.
⏱️ Timestamps:
- (00:01) The episode that made people actually quit their jobs
- (02:00) Are you trading your happiness for a paycheck?
- (03:15) Why the “25-year career plan” is outdated
- (06:15) Who picked your job—you or someone else?
- (10:25) Seasons of life, identity shifts, and rediscovering passion
- (14:00) If your job causes pain, you can walk away
- (17:30) Working with purpose vs. burning out for money
- (20:00) Career changes as value-driven life decisions
- (24:00) The financial (and emotional) math of quitting
- (26:25) Therapy, coaching, and building a support system
- (27:30) You don’t need to suffer through the rest of your career
Mentioned in this Episode:
- REPLAY: I'll Make You Quit Your Job Pt. 1 https://www.buzzsprout.com/2002436/episodes/17514288
- The Gardner and the Rose: https://www.buzzsprout.com/2002436/episodes/13190469
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
What happens when your financial planner keeps telling clients to quit their jobs? Dr. Jay Zigmont, CFP® and Bri Conn, CFP® unpack the now-infamous tagline: "I'll Make You Quit Your Job." From sabbaticals to soul-searching, this conversation is full of real talk, tough love, and a refreshing challenge to the status quo—especially for the Childfree crowd.
🔹 00:30 – Why Bri says Dr. Jay's tagline should be “I’ll make you quit your job”
🔹 02:25 – The truth about job dissatisfaction and the “File” lifestyle
🔹 05:00 – Why your 18-year-old self shouldn't make your lifelong career decisions
🔹 10:00 – Dr. Jay’s three-step sabbatical formula (Netflix included!)
🔹 15:30 – The $100K myth and why money doesn’t buy meaning
🔹 20:00 – The messy magic of making a change—and the light on the other side
🔹 22:00 – Whose voice is in your head... and how to find your own
Whether you're burnt out, bored, or just stuck—this episode dares you to imagine what life could look like if you actually did what you wanted.
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
What if aging didn’t have to feel like a downgrade?
In this episode, Jay and Bri explore what long-term care can look like when you’ve got the financial resources to design it your way. From high-end independent living communities to cruise ships and even Golden Girls-style co-living, this conversation is packed with creative (and practical!) ways to age with intention, dignity, and—yes—luxury.
Whether you're planning for your own care or helping someone else, this episode reminds you: your money should serve your future, not limit it.
⏱️ Timestamps:
- (00:01) Can you age in luxury? A new lens on long-term care
- (02:00) Aging at home: comfort vs. cost
- (03:50) Why hiring an aging care manager changes the game
- (06:00) Retirement communities with concierge-level perks
- (08:00) Golden Girls dreams (yes, even a castle!)
- (12:00) CCRCs: the "set it and forget it" care model
- (18:00) What to know about paying for it all—and why inheritance shouldn't come first
- (25:00) Who will actually make decisions for you?
- (27:00) Introducing: Childfree Trust® – care, covered.
Mentioned in this Episode:
- The Village on Morehead https://villageonmorehead.com/
- RiverWoods https://riverwoodsnh.org/
- A Change of Habit: Leaving Behind My Husband, Career, and Everything I Owned to Become a Nun https://www.penguinrandomhouse.com/books/726581/a-change-of-habit-by-sister-monica-clare/
- CareAlly https://www.joincareally.com/
- Childfree Trust® https://childfreetrust.com/
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Long-term care is one of the most complicated and overlooked parts of financial planning, especially when you're Childfree. Without kids to step in, who actually takes care of you when you can’t? In this episode, Dr. Jay sits down with Scott Barnes, CFP® and CLTC®, to explore what care really costs, what insurance does (and doesn’t) cover, and how to start building a plan you can trust.
We'll cover:
[1:21] Talking to your partner or planner about future care
[2:41] Why Medicare won’t help and Medicaid only steps in once you’re broke
[5:07] How much to set aside if you plan to self-fund
[6:28] When it makes sense to consider long-term care insurance
[12:08] Who qualifies for coverage and when to apply
[14:47] What insurers look for and how to avoid being denied
[17:59] Why Medicaid beds are hard to find in nicer facilities
[20:14] What to consider if you never end up using your coverage
[22:34] The consequences of waiting too long to plan
[25:05] What to do if you don’t qualify for insurance
[26:48] The difference between standalone and combo long-term care products
[27:38] What to watch out for when speaking to insurance brokers
This episode also includes a sneak peek at Childfree Trust®, a new service launching soon to serve as your power of attorney, executor, or trustee if you don’t have anyone to fill those roles. If you’ve ever wondered how to make long-term care decisions when you're solo, this one’s for you.
Mentioned in this Episode:
-
Childfree Trust waitlist: https://childfreetrust.com/
-
Schedule your Childfree Wealth® Checkup: https://Childfreewealth.com/schedule-a-checkup/
-
Read more about long-term care: https://childfreewealth.com/resources/long-term-care-childfree/
-
Get a quote for long-term care insurance through LLiS: https://allis.llis.com/quoterequest
-
Dr. Jay’s Book "Portraits of Childfree Wealth": https://a.co/d/e4vLB2v
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode, Dr. Jay sits down with Pete Krull, a pioneer in sustainable investing, to unpack what it really means to align your money with your values. They explore how ESG has become politicized, what the media gets wrong about ethical investing, and why ‘green hushing’ might be the most honest thing happening in finance right now.
Whether you’re new to ESG or skeptical of it, this episode offers a grounded, practical look at how your portfolio can reflect the future you want to see—without losing sight of performance.
Chapters
00:00 Investing with Values: An Introduction
01:11 The Political Landscape of Sustainable Investing
03:05 Understanding ESG: Definitions and Misconceptions
06:50 The Shift to Sustainable, Resilient, and Innovative Investing
10:20 Balancing Growth and Sustainability
12:43 The Complexity of Ethical Investing
15:50 Navigating Investment Choices and Trade-offs
19:53 The Long-term Perspective on Sustainable Investing
22:58 The Process of Building a Sustainable Portfolio
27:29 Green Hushing: The Quiet Shift in ESG Practices
29:39 Conclusion and Resources for Sustainable Investing
Mentioned in this Episode:
- Pete Krull from Earth Equity Advisors: wwww.earthequityadvisors.com
- Sustainable Investing by Pete Krull: https://www.sustainableinvestorbook.com
- Earth Equity Advisors Facebook Page: https://www.facebook.com/EarthEquityAdvisors
- Connect with Pete on LinkedIn: https://www.linkedin.com/in/pkrull/
- Pete's Podcast, My Dollars & Change: https://www.earthequityadvisors.com/dollars-change/
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
What does it really take to leave everything behind and start a new life abroad?
In this episode, Dr. Jay reconnects with Andy and Libbi to talk about their move from Hawaii to the French countryside—and how financial independence made it possible. From navigating long-stay visas and currency conversions to learning a new pace of life, they share the unfiltered reality of becoming expats.
They open up about the emotional side of change, the cultural differences they didn’t expect, and how working remotely has given them a new kind of freedom. Whether you’ve dreamed of retiring abroad, taking a sabbatical, or simply want a lifestyle shift, this episode is packed with honest insight.
And yes—it’s all about the food!
We'll cover:
- 00:00 Embracing a New Lifestyle in France
- 05:43 Navigating Financial Independence Abroad
- 12:50 Cultural Insights and Adjustments
- 17:38 The Challenges of Expat Life
- 23:44 Finding Purpose and Fulfillment
- 29:00 Advice for Aspiring Expats
Mentioned in this Episode:
- Andy / Libbi Episode 1: https://youtu.be/-_Y5wDwWQH8
- Andy / Libbi Episode 2: https://youtu.be/lj74jGYhFHM
- Childfree Wealth® Checkup: https://childfreewealth.com/schedule-a-checkup/
- Work with our team 1:1 like Andy and Libbi: https://childfreewealth.com/core-offering/
Connect with Andy and Libbi on TikTok: https://www.tiktok.com/@theroamingroeds
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
What if the life you're living was always enough, no kids required, no apologies necessary?
In this episode, Bri sits down with Emily Paulsen, the founder of Curious Life of a Childfree Woman, to explore what it means to build a joyful, curious, and unapologetically Childfree life. From starting her podcast and navigating judgment to building community and reclaiming curiosity, Emily shares what it means to follow your gut, embrace a nontraditional path, and still want to learn about everything from climate change to cortisol.
We'll cover:
- Why Emily launched her podcast and what sparked the shift (00:01)
- Building a Childfree life rooted in curiosity, not defensiveness (03:23)
- Normalizing Childfree choices in everyday conversations (13:54)
- Balancing boundaries, identity, and disclosure when it’s not always safe (18:14)
- Why social connection matters now more than ever and how we build it (33:08)
- How Emily chooses podcast topics and plans future community events (24:50)
ChildfreeWealth #CuriousLife #ChildfreeLiving #CommunityBuilding #FinancialFreedom #GlobalPlanning #NoKidsNoProblem
Mentioned in this Episode:
- Emily’s Podcast - Curious Life of a Childfree Woman: https://podcasts.apple.com/us/podcast/curious-life-of-a-childfree-woman/id1777850561
- Instagram: @curiouslifeofachildfreewoman
- Website: https://curiouslifeofachildfreewoman.com
- Join the Curious Life Club Email List: Link on Website
- Childfree Trust (Waitlist): https://childfreelegacy.com
- Schedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/
- Signup for the Childfree Wealth Newsletter: https://bit.ly/cwnewsletter2
About Emily:
Emily Paulsen is an accomplished entrepreneur and happily childfree woman shining a light on the often overshadowed childfree-by-choice life. Whether interviewing innovative experts or positioning leaders to scale through her Brand Studio, Electric Collab, Emily’s power lies in allowing people to feel seen and celebrated for who they are. She’s spent years honing the ability to deeply understand and amplify others in an honest, high-impact way.
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
How do you plan your finances when there’s no one but the two of you to consider? For Childfree couples, that question changes everything. It shapes how much is enough, and what role family plays in your future.
In this episode, Bri sits down with Pamela and Robert, a Childfree couple who’ve spent nearly three decades as Team Us. Robert is already retired. Pamela is still working, not out of necessity but to fund the freedom and travel they both value. They also face a common Childfree tension: how to live fully now while navigating guilt, caregiving expectations, and financial boundaries.
If you’ve ever wondered how to spend your money without legacy pressure or how to set limits with aging parents, this one’s for you.
We’ll cover:
[1:15] Discovering Childfree Wealth and rethinking what retirement means
[2:40] Why their joint approach to money just works
[7:35] Retiring "early enough" and choosing purpose over a bigger pension
[13:00] Supporting parents without sacrificing your own goals
[21:11] How travel became their biggest shared value
[31:36] Navigating solo vs. shared travel, and planning for quality over quantity
[41:00] Drawing the line: compassion fatigue, boundaries, and family expectations
Mentioned in this episode:
- Morningstar podcast episode featuring Dr. Jay
- Die with Zero by Bill Perkins
- The Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
How should couples manage money when marriage isn’t a given and independence still matters?
In this episode, Dr. Jay and Bri break down what it really means to combine (or not combine) finances as a couple, especially when you’re Childfree. Whether you’re all in on joint accounts or prefer a roommate-style setup, they cover the legal, emotional, and financial conversations that actually make it work. From disability and debt to fruit dresses and prenups, this episode tackles the nuances of doing life and money together, your way.
We'll cover:
- (00:00) Navigating Finances as a Couple
- (02:49) Understanding Marriage and Finances
- (06:05) The Importance of Financial Planning Together
- (09:09) Exploring Different Financial Structures
- (11:57) Weekly Financial Check-ins
- (14:45) Managing Separate Finances
- (17:54) Creating Joint Goals and Agreements
- (20:54) Finding Fairness in Contributions
- (24:06) The Role of Documentation in Financial Planning
- (27:13) Final Thoughts on Financial Structures
Mentioned in this Episode:
- Join the Childfree Trust Waitlist: https://childfreelegacy.com
- Schedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/
Want more insights like this? Sign up for our newsletter HERE and get advice tailored to your life.
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
You hear from Bri and Dr. Jay all the time. But who else is behind the scenes helping make Childfree Wealth® what it is?
In this episode, we’re pulling back the curtain and introducing you to Fiona Waller, CFP® and Scott Barnes, CFP® and CLTC — two of our incredible Childfree Wealth Specialists®. You'll hear how Fiona moved from a career in therapy to financial planning (and why her counseling skills still come in handy every day), and how Scott’s decades of experience in the financial world led him here, to a team that puts life before spreadsheets.
Together, they share what it means to serve the Childfree community with empathy, curiosity, and a bit of nerdy joy. From redefining what legacy looks like to finding the right time to switch financial planners, this episode is equal parts heartfelt and practical.
If you’ve ever wondered who’s in your corner, you’ll want to tune in.
We’ll cover:
- [0:00] Introducing Fiona and Scott, and their unique journeys to Childfree Wealth®
- [2:40] How financial planning changes when you're Childfree
- [5:40] Signs it’s time to change your financial planner
- [08:30] Rapid fire questions with the CW team
- [12:20] The surprising overlap between therapy, coaching, and financial planning
- [20:55] What are Scott and Fiona’s hobbies?
- [27:30] What are your most impactful client stories?
- [32:40] Who are the best clients for you to work with?
- [38:30] How to schedule your checkup and choose the right planner for you
Mentioned in this episode:
- Portraits of Childfree Wealth - Dr. Jay's 1st book: https://www.goodreads.com/book/show/60883044-portraits-of-childfree-wealth
- Andy and Libbi Planning Session 1 Podcast Episode: https://youtu.be/-_Y5wDwWQH8
- Schedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/
- Learn more about our team: https://childfreewealth.com/about/
ChildfreeWealth #ChildfreeFinancialPlanning #MeetTheTeam #PersonalFinance #FinancialPlanningThatFits
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode, Dr. Jay talks with Drs. Barry Jacobs and Julia Mayer — co-authors of The AARP Caregiver Answer Book — about what it really takes to be a caregiver, why setting boundaries matters, and how to make caregiving more manageable for everyone involved. Together, they share real-life stories, cultural tensions, and practical strategies for planning ahead and staying sane.
We'll cover:
- [02:11] Recognizing when caregiving becomes your responsibility
- [06:26] How to start the conversation before a crisis hits
- [09:54] Setting boundaries based on your capacity, not just expectation
- [17:06] What dementia caregiving looks like in real life
- [20:04] How burnout sneaks up and what you can do about it
- [23:10] What needs to change in our system to actually support caregivers
Mentioned in this episode:
- The AARP Caregiver Answer Book: https://www.guilford.com/books/The-AARP-Caregiver-Answer-Book/Jacobs-Mayer/9781462549498
- Schedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/
Want more insights like this? Sign up for our newsletter HERE and get advice tailored to your life.
About Drs. Julia Mayer and Barry Jacobs:
Barry J. Jacobs, PsyD, is a clinical psychologist, family therapist, and a Principal at Health Management Associates, a national health care consulting firm. A former magazine journalist, he authored The Emotional Survival Guide for Caregivers (Guilford, 2006) and coauthored with his wife, Julia L. Mayer, PsyD, AARP Meditations for Caregivers (Hachette, 2016), AARP Love and Meaning After 50 (Hachette, 2020), and The AARP Caregiver Answer Book (Guilford, 2025).
Julia L. Mayer, PsyD, is a clinical psychologist in private practice in Media, Pennsylvania. For over three decades, she has specialized in helping women in caregiving roles, troubled marriages, and those with past sexual trauma. She is the author of A Fleeting State of Mind (2014) and coauthor of AARP Meditations for Caregivers and AARP Love and Meaning After 50. A past president of PSCP—The Psychology Network, she is the cohost on Shrinks on Third podcast.
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Elder abuse is more common than you think. And if you’re Childfree or aging solo, you might be more vulnerable to it unless you have a plan in place.
In this episode, Dr. Jay and Bri talk through the financial and emotional realities of elder abuse, how it shows up in real life, and what it means to protect yourself or your loved ones as you age. From hidden family manipulation to legal safeguards and community building, they walk through how to advocate for others and how to make sure someone’s got your back when it’s your turn.
We'll cover:
- (00:00) Understanding Elder Abuse and Its Impact
- (02:02) Financial Abuse: Protecting Elders from Exploitation
- (12:03) Navigating Elder Care: The Role of Community and Support
- (15:47) Planning for the Future: Child-Free Legacy and Support Systems
Mentioned in this Episode:
- From executor services to medical and financial power of attorney; we help you secure your future with confidence. Join the Childfree Trust Waitlist: https://childfreelegacy.com
- Schedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/
- Signup for the Childfree Wealth Newsletter: https://bit.ly/cwnewsletter2
- Essential Retirement Planning for Solo Agers by Dr. Sara Zeff Geber
- DOROT (New York based nonprofit for older adults): https://www.dorotusa.org
Want more insights like this? Sign up for our newsletter HERE and get advice tailored to your life.
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Let’s be real. Death isn’t optional. But having a plan? That part is up to you.
In this episode, Dr. Jay sits down with Marni Blank, end-of-life doula and founder of Begin with the End, to unpack what it really means to prepare for death and aging when you’re Childfree or solo. From digital logins and legal paperwork to caregiving and community, they cover the practical and emotional tools you need to manage the end of life on your terms.
Marni shares her personal story of navigating her mother's care after a sudden accident and how that experience shaped her approach to planning, grief, and legacy. Whether you have a complicated family dynamic or no next of kin at all, this conversation will help you build a thoughtful plan that aligns with your values.
We'll cover:
- Building an end-of-life plan when you're solo or Childfree (15:17)
- What paperwork matters (and how to actually complete it) - (10:59)
- Talking to aging parents about death, care, and future decisions (04:08)
- Creating a support system when there’s no next of kin (17:26)
- Understanding long-term care costs and why Medicare often falls short (23:27)
Mentioned in this Episode:
- Begin with the End: https://beginwiththeend.co
- Reach out to Marni: marni@beginwiththeend.co
- Plan Well Organizer Workbook: https://beginwiththeend.kit.com/products/plan-well-workbook
- Join the Childfree Trust Waitlist: https://childfreelegacy.com
- Schedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/
- Signup for the Childfree Wealth Newsletter: https://bit.ly/cwnewsletter2
Want more insights like this? Sign up for our newsletter HERE and get advice tailored to your life.
ChildfreeWealth #SoloAging #EndOfLifePlanning #LegacyPlanning #EstatePlanning #ChildfreeLife #DigitalAfterlife #PlanWithPurpose
About Marni Blank:
Marni Blank is the founder of Begin With The End. Her services are curated to empower individuals and families to prepare for logistical and emotional aspects of death, dying, and grief. This can include accountability in completing end-of-life decisions and documents, facilitating family conversations, getting your important documents and digital life organized, and
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Having parents with money doesn’t mean planning is easier—just different.
In this episode, Dr. Jay and Bri explore what it really means to be the childfree adult expected to step in when your wealthy parents age, pass, or hand over the keys to the family empire. From complex trust structures to inherited businesses, sibling conflict, and the emotional toll of taking over someone else’s legacy, they cover it all.
We'll cover:
- What documents and conversations you must have with wealthy parents
- Why financial planning should include both parties—parents AND you
- When to bring in professionals (hint: now)
- How to avoid family feuds before they start
Whether you’re dealing with land, crypto, or cold wallet passwords, this episode will help you plan smarter and sleep easier.
Mentioned in this Episode:
- Schedule your Childfree Wealth® Checkup https://childfreewealth.com/schedule-a-checkup/
- Interested in a Parent Checkup? Email us at media@childfreewealth.com for more info!
- Sign-up for our Weekly Newsletter: https://bit.ly/cwnewsletter2
ChildfreeWealthPodcast #ChildfreeWealth #EstatePlanning #Inheritance #WealthPlanning #ChildfreeLife #FinancialPlanning
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Planning for aging parents is hard. It’s even harder when there’s no financial safety net.
In this episode, Dr. Jay and Bri walk through the real-life challenges of supporting parents who may not have the means—or the plan—for their long-term care. From boundaries and Medicaid to power of attorney, family dynamics, and even “granny pods,” they share strategies that help childfree adults show up for their family without losing themselves in the process.
We'll cover:
- How to approach difficult conversations with empathy (and honesty)
- What documents matter—and how to access or create them
- The difference between helping and overextending yourself
- What long-term care might really cost you
- Smart ways to support without going broke
Mentioned in this Episode:
- NokBox: https://www.thenokbox.com
- Schedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/
- Freewill.com: https://www.freewill.com
- Interested in a Parent Checkup? Email us at media@childfreewealth.com for more info!
- Sign-up for our Weekly Newsletter: https://bit.ly/cwnewsletter2
ChildfreeWealth #FamilyFinance #LongTermCare #EstatePlanning #MedicaidPlanning #Boundaries #NoKidsNoProblem #FinancialIndependence
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Andy and Libbi are back with big updates, bigger decisions, and a whole new plan. After six months of financial planning, a few international job offers that didn’t pan out, and many late nights researching visa rules, they’ve chosen to lean fully into early retirement and build a new life in France.
In this episode, Dr. Jay reconnects with them to unpack the emotional and financial pivots they’ve made along the way. From rethinking whether to keep their Dominican Republic property to navigating the ins and outs of French visas and healthcare, Andy and Libbi are embracing the freedom to design a flexible, travel-forward life that aligns with their Childfree values.
They’re not aiming for extravagance. Just a life where their money supports their priorities, not the other way around.
Action Items:
- Exploring your visa options and understanding the tax impact of an international move
- Evaluating whether holding onto international property supports your lifestyle vision
- Simplifying your finances to reduce stress and increase freedom
- Tracking your monthly spending to adjust your budget as you go
- Creating a sustainable travel budget that lets you enjoy life without overspending
Mentioned in this episode:
- Childfree Wealth® Core Offering: https://childfreewealth.com/core-offering/
This one is for anyone dreaming about a different kind of life and wondering what it really takes to make it happen. Tune in and see where the journey leads next. 💡
Want more insights like this? Sign up for our newsletter HERE and get advice tailored to your life.
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Being Childfree comes with its own set of financial rules—so does that mean life insurance is off the table? In this episode, we dive into whether Childfree individuals actually need life insurance, uncovering scenarios where it might make sense (hint: it usually doesn’t!).
We explore why term life insurance could be valuable if others truly rely on your income—like a disabled spouse, dependent parents, or business partners—and caution against costly traps like whole life or universal policies often pushed by commission-based agents. You'll learn why mixing investment with insurance rarely pays off, and why working with a fee-only financial planner is crucial.
We'll also help you evaluate existing policies, figure out if you're over-insured, and determine when employer-provided life insurance makes sense.
Action Items:
✅ Review existing life insurance policies to assess their necessity.
✅ Consult a fee-only financial planner for personalized guidance.
✅ Check the specifics of your employer-provided coverage.
✅ Calculate your actual financial obligations before considering any new policy.
Tune in to confidently navigate life insurance decisions without kids—no unnecessary coverage, just smart protection!
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Finding your people as a childfree adult isn’t always easy—and the bigger the city, the harder it can be. In this episode, Jay sits down with Florence Wlodarski, founder of Parallel, a social club designed specifically for people living without children. They dive into what it really means to create meaningful community when your lifestyle doesn’t revolve around parenting.
You’ll hear:
- Why childfree friendships take extra effort—but are worth it
- The power of in-person gatherings over online connections
- What “childfree” really means (hint: it’s more than a label)
Whether you're craving deeper friendships, dreaming up your own events, or simply tired of surface-level small talk, this episode offers a refreshing, honest take on adult connection—without the kid convo.
Mentioned in this episode:
- Schedule your Childfree Wealth® Checkup here
- Check out Florence's Parallel Social Club here
- Video Childfree Guide to Life and Money Event with Parallel Social Club in LA
- The Childfree Guide to Life and Money Book
- Signup for our newsletter here
- To set up your own book event with Dr. Jay, reach out to us at socials@childfreewealth.com
Connect with Florence here:
Instagram: @parallelsocialclub.com
Facebook: Facebook.com/parallelsocialclub
LinkedIn: www.linkedin.com/in/florencewlodarski
About our Guest: Florence Wlodarski is the co-founder of PARALLEL, a first-of-its-kind social club, designed exclusively for those that are living life without kids. Florence and her husband James are DINKs and embracing the freedom and flexibility that a childfree life brings. They began hosting social events in 2024 in Los Angeles to bring people together in person, to facilitate meaningful connections, build a solid sense of community, and raise visibility for the importance of social health and wellness. PARALLEL is an IRL membership community, active in Los Angeles, with hopes to expand to other cities and offer virtual membership experiences in the future, to ensure everyone living life without kids can find community and positive social connections, wherever they are.
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Are you stuck in the loop of consuming financial content without actually making meaningful changes? You're not alone! In this episode, we dive deep into why turning knowledge into action is critical for your financial and personal growth—especially when you're Childfree.
You'll learn why monthly financial check-ins focused on one or two concrete actions can transform your progress, how tools like the Childfree Wealth checkup reveal what you might be overlooking, and why recognizing your financial blind spots (from unconscious incompetence to conscious action) is essential. Plus, we’ll tackle the importance of regularly assessing your finances, openly communicating with your partner, and checking in honestly about your job satisfaction.
Action Items:
✅ Regularly evaluate your progress towards financial goals—and seek guidance if you're feeling stuck.
✅ Have a candid conversation with your partner about your finances.
✅ Reflect on your job satisfaction and identify any necessary changes to align your work with your life goals.
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Episode 3 of the Financial Planning Series: In this episode, we continue our deep dive into Andy and Libbi’s financial planning journey as they face a life-changing decision: a potential job opportunity in Germany.
Dr. Jay guides them through the financial and lifestyle implications of an international move, exploring key topics like tax considerations, navigating remote work challenges, and adjusting their retirement planning strategy. With a $1.34M net worth, Andy and Libbi discuss staying flexible, managing market stress, and keeping their long-term goals on track—all while considering the adventure and complexities of life abroad.
This behind-the-scenes look at real financial planning offers valuable insights for anyone navigating big life changes.
Mentioned in this episode:
-Childfree Wealth® Core Offering: https://childfreewealth.com/core-offering/
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Aging solo doesn’t have to mean going it alone! In this insightful episode, Dr. Jay sits down with Dr. Sara Zeff Geber, author of Essential Retirement Planning for Solo Agers, to discuss the unique challenges and opportunities for individuals without adult children.
From the financial realities of solo aging (think $400,000 to $1 million over a lifetime), to the importance of choosing a trusted person for medical decisions - this episode is packed with practical advice. Dr. Geber shares creative solutions like PACE programs, community living options, and even "Golden Girls"–style arrangements to help you plan for a secure and fulfilling future.
We’ll also explore the risks of elder abuse, the power of early estate planning, and how staying socially connected can make all the difference. Whether you’re in your 40s, 60s, or beyond, it’s never too early (or too late!) to start thinking about your solo aging journey.
Action Items:
✅ Begin estate planning early and review documents regularly.
✅ Explore community living options or PACE programs.
✅ Have open conversations about your aging plan.
Tune in for a conversation that’s both eye-opening and empowering!
Mentioned in the Episode:
-Essential Retirement Planning for Solo Agers Book: https://sarazeffgeber.com/books/
-NewYork Times Article: https://www.nytimes.com/2024/09/21/business/retirement-single-alone-plan.html
-PACE Program: https://www.cms.gov/medicare/medicaid-coordination/about/pace
-Community Care at Home Program: https://www.wesleylife.org/blog/what-is-continuing-care-at-home
Connect with Dr. Geber on LinkedIn here or through her website here.
About our Guest: Dr. Sara Zeff Geber, PhD, is an author and keynote speaker. Over the past 10 years, Sara has developed a niche specialty talking about the challenges of “Solo Agers,” people who have no children or who are aging alone with no support from nearby family. She believes Solo Agers have unique needs in later life that warrant greater foresight and a more robust approach to planning.
Dr. Geber is the author of Essential Retirement Planning for Solo Agers: A Retirement and Aging Roadmap for Single and Childless Adults (Mango Press
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
When it comes to financial planning, are you guilty of putting the cart before the horse? In this episode, we dive into why building an emergency fund of 3-6 months of expenses is your crucial first step—especially if you're a high-income earner tempted to skip the basics for bigger, flashier investments.
We'll break down practical strategies, including why paying off debt first reduces the size of your emergency fund, the critical role disability insurance plays for childfree individuals, and how separate sinking funds for life's regular expenses (like home and car maintenance) can save you from financial stress.
Tune in to discover why keeping around $1,000 cash handy might be your secret financial superpower—and learn the structured financial order you need: emergency fund → debt payoff → insurance → investing. It's never too late to build a solid financial foundation!
Action Items:
- Start by building a one-month emergency fund immediately.
- Regularly review your insurance coverage to stay properly protected.
- Establish sinking funds for predictable but irregular expenses.
Mentioned in this episode:
- Schedule your Childfree Wealth® Checkup here: https://childfreewealth.com/schedule-a-checkup/
Listen now and put your financial horse back in front of your cart!
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Retirement isn’t just a finish line—it’s a whole new chapter to design! Join Bri and Dr. Jay as they dive into the essentials of retirement planning, mixing practical advice with a fresh, fun approach. From the 4% withdrawal rule to navigating healthcare and long-term care, they cover everything you need to feel confident about your future.
But it’s not all about the numbers—this episode explores what you’re retiring TO, not just FROM. Whether you’re dreaming of FIRE (Financial Independence, Recreational Employment) or simply looking to enjoy a meaningful post-work life, Bri and Dr. Jay help you set realistic financial targets and map out a purposeful plan.
Get ready to laugh, learn, and rethink what retirement means for you. Your dream life starts now!
Mentioned in this episode:
- Schedule your Childfree Wealth® Checkup here: https://childfreewealth.com/schedule-a-checkup/
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this second episode of our Financial Planning Series, Dr. Jay takes you behind the scenes of his work, guiding Andy and Libby on their journey to early retirement. Together, they explore life in the Dominican Republic, refine their investment strategy, and tackle real-world challenges like maximizing 401(k) contributions, boosting international portfolio exposure, and managing healthcare costs abroad.
Dr. Jay shares practical insights on balancing lifestyle aspirations with smart tax strategies and long-term goals. It’s a candid look at the financial planning process and how tailored advice can turn dreams into achievable plans.
Ready to work with us like Andy and Libbi? Sign-up here: https://childfreewealth.com/core-offering/
Just need an overview of what you currently have? Schedule your Childfree Wealth Checkup here: https://childfreewealth.com/schedule-a-checkup/
ChildfreeWealth #FinancialPlanning #EarlyRetirement #InvestmentStrategy #DieWithZero #LifestyleGoals #TaxPlanning #HealthcareAbroad #RetireAbroad #DominicanRepublicDreams #FinancialIndependence #ChildfreeWealthPodcast
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
How much of your financial behavior is shaped by your past? 🤔 In this episode, financial planner and trauma money specialist Shannah Game joins us to explore the deep connection between emotions, psychology, and financial decision-making.
We discuss how childhood experiences, societal norms, and personal beliefs shape our money habits—often without us realizing it. Shannah shares powerful exercises, like the financial forgiveness practice and financial timeline visualization, to help you rewrite your money story.
Plus, we dive into unique financial challenges for childfree individuals, how to build a money hero story that aligns with your values, and why thoughts drive financial actions more than we think. Get ready for an eye-opening conversation that blends practical strategies with deep financial self-reflection!
📘 Unraveling Your Relationship with Money – Shannah Game’s book: www.everyonestalkinmoney.com/book
Connect with Shannah on Instagram: @shannahgame
About our Guest: Shannah Game is a renowned financial expert, Certified Financial Planner™, and Certified Trauma of Money Specialist who’s passionate about helping people heal their relationship with money and build unapologetic wealth. As the host of the Everyone’s Talkin’ Money podcast, with over 26 million downloads, and author of Unraveling Your Relationship with Money: Ditch Your Money Trauma So You Can Live an Abundant Life, Shannah combines her expertise with real talk to help you ditch money shame, rewrite your money story, and finally feel in control of your finances. When she’s not talking about money, you can find her hiking the Blue Ridge Mountains or baking the best cupcakes in Asheville.
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Have you ever wondered why you think about money the way you do? In this episode, Bri and Dr. Jay dive into the powerful (and often hidden) ways our upbringing shapes our financial mindsets.
Bri opens up about growing up with a religious lens on money, while Dr. Jay reflects on a family focus on personal excellence. Together, they explore privilege, financial guilt, and the responsibility that comes with financial advantages.
But here’s the kicker: Negative money mindsets can hold us back—so how do we confront and change them? Bri and Dr. Jay share actionable steps, including exploring tools like financial therapy, to help you reflect, grow, and build a healthier relationship with money.
Ready to rewrite your financial story? Let’s get started. 🎧
Your first step for your finances? Schedule your Childfree Wealth® Checkup here: https://childfreewealth.com/schedule-a-checkup/
Mentioned in this episode:
- 50 Fires Podcast: https://www.50fires.com/
- The Childfree Guide to Life and Money Book: https://childfreewealth.com/childfree-guide/
- Childfree Wealth® Podcast: Open Enrollment Episode: https://youtu.be/9rp79eZrrZs
- Childfree Wealth® Podcast: Midlife Crisis Episode: https://youtu.be/WC4PaDHGzmI
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Ever wonder what a live Childfree Wealth Checkup is like? Join Dr. Jay as he collaborates with Ann, a trailblazing client with a $1.1M net worth, who dreams of retiring early to embrace van life, steward trails, and explore national parks. Together, they uncover the path to retiring at 45 while balancing caregiving responsibilities and planning a career shift.
This session dives deep into actionable steps, from researching Italian citizenship to reassessing homeowner’s insurance, offering a candid and inspiring look at how personalized financial planning can bring bold goals to life. Don’t miss this behind-the-scenes journey into building a life of financial freedom and purpose.
Mentioned in this Episode:
-Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/
-CW Podcast Episode: I'll Make You Quit Your Job: https://youtu.be/ILajS-ZGRC0?feature=shared
-Childfree Wealth 365: https://childfreewealth.com/core-offering/
ChildfreeWealthCheckup #ChildfreeWealthPodcast #FinancialFreedom #EarlyRetirement #NationalParkLife #VanLifeDreams #TrailStewardship #FinancialPlanning #RetireAt45 #LifeGoals #CareerTransitions #ChildfreeLiving #DreamLifestyle #MoneyMatters #PlanForYourFuture
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Work with Bri and Dr. Jay! Schedule your Childfree Wealth Checkup here! https://childfreewealth.com/schedule-a-checkup/
Being childfree comes with unique financial opportunities and challenges—and planning for the future requires a different approach. In this episode, we explore key strategies for childfree individuals to secure their financial independence and live a fulfilling life.
We dive into the “die with zero” philosophy—focusing on fully enjoying your wealth during your lifetime instead of saving it for inheritance. Learn why long-term care, estate planning, and proper insurance (like disability insurance) are essential for your childfree journey.
We’ll also discuss how to prepare for life’s unexpected twists, from relationship changes to shared living arrangements, with flexibility and confidence. Whether you’re in your 30s, 40s, or beyond, it’s never too early to craft a plan for a rich and meaningful life—on your terms.
Mentioned in this episode:
-CW Podcast: CFP Series: https://www.youtube.com/watch?v=TZKfCabS248&list=PL_XkcNR6eGpBzr1SnsoFy7Y7p3wmWnAEG
-Bernadette Joy IG: https://www.instagram.com/bernadebtjoy/
-Free Will: https://www.freewill.com/
-CW Podcast: Life First, Then Finance Episode: https://www.buzzsprout.com/2002436/episodes/16367327
ChildfreeWealth #ChildfreeFinancialPlanning #NoBabySteps #FinancialPlanning #GettingStarted #DiewithZero #ChildfreeWealthPodcast
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Jill Sirianni, co-host of the Frugal Friends Podcast, joins us to talk about her new book, co-authored with Jen Smith, "Buy What You Love Without Going Broke." Jill dives into the power of mindful spending, embracing the "radical middle" in financial decision-making, and applying Maslow's hierarchy of needs to your money.
In this episode, Jill also shares how she paid off $60,000 in debt, the lessons she learned from living in an RV, and why financial freedom starts with self-reflection. You'll walk away with actionable advice, including how to conduct a 90-day transaction inventory and tips for having non-judgmental money conversations with your partner.
Get ready to rethink frugality and learn how to buy what you love—without going broke!
Mentioned in this episode:
-Buy What You Love Without Going Broke Book: https://www.frugalfriendspodcast.com/order-buy-what-you-love-without-going-broke/
-Frugal Friends Podcast: https://www.frugalfriendspodcast.com/episodes/
Connect with Jill: https://www.instagram.com/frugalfriendspodcast/ or https://www.frugalfriendspodcast.com/
About our Guest: Jill Sirianni is a licensed clinical social worker and co-host of the Frugal Friends podcast. She’s experienced in doing a lot with a little—from starting small businesses to full-time RVing—all of it was leveraged to pay off $60,000 of debt and cash flow her masters degree. Helping others is her highest value and integrating her mental health perspective with personal finance is how she supports others to identify, and live out of, what they value most. When she’s not meeting with clients or podcasting, you can find her in the garden or hosting friends in her home. She lives in St. Petersburg, Florida, with her husband Eric.
Schedule your Childfree Wealth® Checkup today! https://childfreewealth.com/schedule-a-checkup/
ChildfreeWealthPodcast #Frugality #DebtFreeJourney #MindfulSpending #ConsciousConsumption #RadicalMiddle #BudgetingTips #FinancialFreedom #FrugalLiving #MoneyMindset #FrugalFriendsPodcast #ChildfreeWealth
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Book Your Childfree Wealth Checkup Today!
Welcome to Episode 1 of our Financial Planning Series with Andy and Libbi!
Get an insider view as Dr. Jay guides Andy and Libbi through their monthly client calls to optimize their financial planning for this childfree couple.
💸In this 1st session, Dr. Jay explores their story—from tying the knot in 2010, battling debt, and now aiming for an early retirement! 💪🏖️ Their vision includes sun-soaked days in the Dominican Republic and a travel lifestyle. ✈️🌎
Tying their vision to their current situation is harder than it may appear as Andy’s frugal nature poses a very common mindset hurdle that this couple must address. 💭 With plans to draft a fresh budget for 2025, explore a possible move abroad, and keep refining their goals, Andy and Libbi are on their way to creating a life they love, and the finances to support it! 🗓️🏡✨
🎧Tune in to discover how they plan to achieve financial freedom and enjoy the journey along the way! 🔑And keep an eye out for Andy and Libbi’s next Session 2 coming soon!
Mentioned in this episode:
-CW Core Client Offering: https://childfreewealth.com/core-offering/
ChildfreeWealthPodcast #FinancialFreedom #EarlyRetirement #FrugalLiving #TravelLifestyle #BudgetingTips #ChildfreeLiving #FinancialPlanningJourney #DominicanRepublicDreams #LifeAndMoney
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode, Dr. Jay sits down with Dr. Jordan Grumet (Doc G) to explore his shift from full-time medicine to part-time hospice care—and the profound lessons he’s learned about life’s purpose along the way.
Drawing from his upcoming book The Purpose Code (releasing January 7, 2025), Doc G breaks down the difference between “big P” purpose—goal-driven and ambitious—and “little P” purpose, which is about enjoying life’s journey.
Discover practical strategies to uncover your own purpose, from revisiting childhood joys to conducting life reviews. We also challenge the idea of financial independence as the ultimate life goal and explore why human connection is key to true happiness.
Tune in for thought-provoking insights and actionable takeaways to guide you toward a more fulfilling life.
Schedule your Childfree Wealth Checkup here: https://childfreewealth.com/schedule-meeting
Mentioned in this episode:
-Purpose Code Book: https://jordangrumet.com/books/
-Orbiting the Giant Hairball: https://www.amazon.com/Orbiting-Giant-Hairball--Corporate-Surviving/dp/0670879835
-Essential Retirement Planning for Solo Agers: https://sarazeffgeber.com/books/
About our Guest: Jordan Grumet, born in Evanston, Illinois in 1973, found the spark to become a doctor after a deeply personal event reshaped his life's trajectory. The unexpected loss of his father, an oncologist, ignited a passion within him to practice medicine and instilled a unique vantage point that later melded seamlessly with his financial expertise. This convergence of roles has spurred him to explore profound notions like wealth, abundance, and financial independence with a thoughtful and critical lens. Completing his studies at the University of Michigan, Jordan earned his medical degree from Northwestern University before embarking on a journey in Internal Medicine in Northbrook, Illinois. Presently, he serves as an associate medical director at Unity Hospice.
With expertise in medicine and finance, Jordan launched the Earn & Invest podcast in 2018, earning a Plutus Award in 2019 and nominations in 2020 and 2021. He is the author of Taking Stock (2022) and The Purpose Code (2025), offering insights on financial independence, wealth, and purposeful living.
Jordan's journey intertwines medical insight and financial wisd
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this thought-provoking episode we dive deep into why life planning should take precedence over financial planning—especially for those who are childfree.
Bri and Dr. Jay explore different life planning strategies based on relationship status, stress the importance of open communication between couples, and critique the traditional work-for-retirement mindset. They also introduce the FIRE movement and discuss aligning career aspirations with personal values.
Plus, they tackle the often-overlooked topic of legacy planning, urging you to envision the impact you want to leave behind.
Action items include:
- dreaming big about future goals,
- evaluating career alignment, and
- defining your personal legacy.
Tune in to rethink your priorities and take actionable steps toward a fulfilling life and financial future! 🚀✨
Schedule your Childfree Wealth® Checkup here to plan your life first and then finances: https://childfreewealth.com/schedule-a-checkup/
Mentioned in this Episode:
-The Childfree Guide to Life and Money Book: https://childfreewealth.com/childfree-guide/
-CW Podcast - I'll make you quit your job: https://youtu.be/ILajS-ZGRC0
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
2025 is here—are you ready to make it your best year yet?
In this episode, Dr. Jay explores how to reflect on the wins and challenges of last year, set goals that fit your unique life, and build habits that actually stick. Whether you’re focused on improving your health, managing your finances, or growing personally, this episode is all about progress over perfection. Learn how to turn your big dreams into realistic, doable steps that lead to lasting change.
Let’s make this the year you thrive!
Mentioned in this episode:
-Atomic Habits Book: https://jamesclear.com/atomic-habits
-Childfree Wealth Check-Up: https://childfreewealth.com/schedule-a-checkup/
-CW Podcast - Book Club The Gap and The Gain: https://www.youtube.com/watch?v=BXIwh8rtaDc
-The Childfree Guide to Life and Money by Dr. Jay Zigmont: https://childfreewealth.com/childfree-guide/
-CW Article - Get your paperwork right, now! – Wills, Beneficiaries, Living Wills, POAs and more: https://childfreewealth.com/resources/get-your-paperwork-right-now-wills-beneficiaries-living-wills-poas-and-more/
-Free Will: https://freewill.com/
-CW Podcast - Forced Adulting: https://youtu.be/_deRkBA8tBA
-CW Podcast - Interview with Bernadette Joy: https://www.youtube.com/watch?v=3CCiVA54AQs
-Woman's World Article - Questions for Aging Parents: https://www.womansworld.com/life/money/financial-planning-questions-for-aging-parents
-CW Core Offering: https://childfreewealth.com/core-offering/
NewYearBetterYou #2025Goals #ChildfreeLiving #FinancialPlanning #PersonalGrowth #LifeGoals
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Are you stuck in the 'boring middle' of your financial journey? 🤔
In this last episode of our special series, Dr. Jay unpacks Chapters 21 and 24 of The Childfree Guide to Life and Money.
From mastering your money mindset to navigating different financial perspectives in relationships, we explore what really drives success. Plus, discover how to avoid impulsive decisions during the plateau phase and why a financial planner is your secret weapon.
🎧 Tune in now, and don’t forget—pre-order the book for your bonuses: an exclusive Q&A with Dr. Jay and early access to Chapter 1!
Simply send your proof of purchases to media@childfreewealth.com to claim all your pre-order bonuses!
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+tvo+life+and+money
ChildfreeWealth #FinancialFreedom #MoneyMindset #FinancialPlanning #Podcast #ChildfreeCommunity
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Are you ready for retirement? 🕰️ In this special episode, we dive into Chapters 22 and 23 of The Childfree Guide to Life and Money to tackle Social Security, healthcare, Medicare, and long-term care.
From planning for reduced Social Security benefits to understanding Medicare coverage and skyrocketing healthcare costs, this discussion helps childfree individuals navigate the complexities of retirement planning.
🎧 Tune in to learn how to integrate these elements into a cohesive financial strategy and take control of your future!
📚 The Childfree Guide to Life and Money is out Dec. 31—pre-order now and send your proof of purchases to media@childfreewealth.com to claim all your pre-order bonuses!
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+tvo+life+and+money
Childfree #SocialSecurity #Medicare #RetirementPlanning #ChildfreeMoney #PersonalFinance #FinancialIndependence #MoneyTips #FinancialFreedom #HealthcarePlanning #ChildfreeWealth #ChildfreeFinancialPlanning #ChildfreeRetirementPlanning #ChildfreeGuidetoLifeandMoney #DrJay
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
How does the 4% Rule stack up for the childfree community? 🤔
In this special episode, Dr. Jay dives into Chapter 20 of The Childfree Guide to Life and Money, rethinking traditional financial planning for those without dependents. From adapting the 4% Rule to embracing a new purpose after financial independence (FI), this discussion reshapes the way we think about money post-FI.
🎧 Tune in now for actionable insights, listener shoutouts, and a fresh perspective tailored to your childfree life!
📚 The Childfree Guide to Life and Money is out Dec. 31—pre-order now! Plus claim your pre-order bonuses: access to an exclusive Q&A with Dr. Jay AND early access to Chapter 1 of “The Childfree Guide to Life and Money”! Send proof of purchase to media@childfreewealth.com
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+tvo+life+and+money
Childfree #FinancialIndependence #PersonalFinance #ChildfreeCommunity #FI #FinancialFreedom #ChildfreeMoney #RetirementPlanning #MoneyMindset #4PercentRule #ChildfreeWealth #ChildfreeWealthPodcast #ChildfreeGuidetoLifeandMoney
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
What’s it like to create a book that speaks directly to the heart of the childfree community?
Dr. Jay shares the ups, downs, and surprising discoveries from creating The Childfree Guide to Life and Money. From the eye-opening stat that 94% of childfree people report being happy (yes, you read that right!) to innovative tools like the 'Eight NO BABY Steps,' this episode is packed with insights.
Plus, Dr. Jay reveals what’s next, including a groundbreaking 'Childfree Trust' product coming in 2025. Don’t miss this behind-the-scenes peek at the journey to publishing the ultimate guide for living your best childfree life. 🌟
Pre-order your copy of the The Childfree Guide to Life and Money and you’ll also receive access to an exclusive Q&A with Dr. Jay AND early access to Chapter 1 of “The Childfree Guide to Life and Money”! Email your proof of purchase to media@childfreewealth.com.
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+tvo+life+and+money
ChildfreeGuide #LifeAndMoney #ChildfreeCommunity #BehindTheScenes #NoKidsNoProblem #HappinessStats #ChildfreeLiving #BookJourney #FinancialFreedom #ChildfreeGoals #ChildfreeGuidetoLifeandMoney #DrJay #ChildfreeWealth #ChildfreeFinances #ChildfreeFinancialPlanning #BookLaunch
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Is buying a house the right move, or is renting the better path for you? In this episode of the Childfree Wealth Podcast, we tackle the timeless debate: buying versus renting.
From assessing your financial readiness to understanding the long-term costs and benefits, we explore how to make housing decisions that align with your goals. Whether you're considering real estate investments, multi-unit properties, or sticking to the flexibility of renting, this episode gives you the tools to decide what's best for your childfree life.
Tune in to gain insights, bust myths, and uncover the hidden costs and opportunities in the housing market.
Pre-order your copy of the The Childfree Guide to Life and Money and you’ll also receive access to an exclusive Q&A with Dr. Jay AND early access to Chapter 1 of “The Childfree Guide to Life and Money”!
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+tvo+life+and+money
ChildfreeLiving #FinancialIndependence #HousingDecisions #RentOrBuy #FinancialFreedom #ChildfreeWealthPodcast #DrJayExplains #RealEstateTips #FlexibilityFirst #SmartMoneyMoves #ChildfreeWealth
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this special episode, Dr. Jay explores Chapter 19 of The Childfree Guide to Life and Money, diving into entrepreneurship for childfree individuals. Learn how to separate personal and business finances, leverage 1099 income, and maximize small-business perks like Solo 401(k)s and healthcare write-offs. Whether it's a side gig or a passion project, this episode is your guide to turning ideas into thriving ventures.
🎧 Tune in to master the entrepreneurial game, childfree style!
Pre-order your copy of the The Childfree Guide to Life and Money and you’ll also receive access to an exclusive Q&A with Dr. Jay AND early access to Chapter 1 of “The Childfree Guide to Life and Money”!
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+tvo+life+and+money
ChildfreeLife #ChildfreeEntrepreneur #SmallBusinessTips #Solo401k #SideHustleLife #PassionProjects #ChildfreeGuide #FinancialFreedom #ChildfreeWealthPodcast #ChildfreeWealth #DrJay #ChildfreeGuidetoLifeandMoney #ChildfreePodcast #ChildfreeBook #BusinessTips
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Taxes aren’t just about filing—they’re about strategy. In this special episode, Dr. Jay dives into Chapter 17 of Childfree Guide to Life and Money, breaking down tax planning for the childfree community. From income vs. capital gains taxes to backdoor Roth IRAs, this chapter is your key to tax-efficient wealth-building. Listen now to take control of your financial future!
Pre-order your copy of the The Childfree Guide to Life and Money and you’ll also receive access to an exclusive Q&A with Dr. Jay AND early access to Chapter 1 of “The Childfree Guide to Life and Money”!
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+tvo+life+and+money
ChildfreeWealth #TaxPlanning #FinancialFreedom #ChildfreeGuideToLifeAndMoney #SmartMoney #DrJay #FinancialGoals #ChildfreeWealth #ChildfreeWealthPodcast #DrJay #ChildfreeTaxPlanning
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
What if you could crush $300K in debt, build a $1M net worth, and still have time for joy and balance? 💡 In this episode of the Childfree Wealth Podcast, Dr. Jay sits down with Bernadette Joy, founder of Crush Your Money Goals, to talk about her incredible financial journey. From wiping out massive debt in three years to planning early retirement by 40, Bernadette shares her secrets to achieving financial freedom. 🌟
Together, they dive into:
- How political awareness plays into financial independence 🗳️
- Rethinking traditional retirement with the FIRE mindset 🔥
- Balancing financial goals with personal growth, including her ‘Screenless Sunday’ habit 📵
- Actionable steps for designing a life you love 💸
Tune in for a conversation packed with inspiration and practical advice to crush your own money goals!
Connect with Bernadette here!
Order Bernadette’s book
About our Guest: As the eighth child in my dad's brood of nine and a first-gen Filipina-American, I understand if you feel like you missed the money memo.
I'm your millionaire mentor and head of Crush Your Money Goals®, your personal finance training company serving up education with a side of sass.
Yes, I have two bachelors, an MBA, and a decade of Fortune 100 and tech startup experience. But my real street cred? Paying off a jaw-dropping $300,000 of debt in three years and investing my first $1 million to retire early in my 30s! 🚀
Now I enjoy financial freedom with my husband AJ: K-Pop, dance, yoga, karaoke and spoiling my nieces and nephews as their traveling rich auntie.
Learn money strategies so simple, you won't believe how less stress you'll feel with money. I want you to have my 5-step secret recipe for ditching debt, mastering savings and investing for financial peace. 💸 xo, Bernadette Joy
CrushYourMoneyGoals #ChildfreeWealth #FIREMovement #DebtFreeJourney #FinancialFreedom #MoneyMindset #RetireEarly #FinancialIndependence #ScreenlessSunday #MoneyGoals #BudgetingTips #DebtFreeLiving #NetWorthGrowth #PersonalFinance #SmartMoneyMoves #WealthBuilding #ChildfreeLife #FinancialWellness #ChildfreeWealthPodcast #ChildfreeWealth #DrJay #BernadetteJoy #ChildfreeLife #ChildfreePlanning
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this next installment of our special book series, we dive into Chapter 16 of The Childfree Guide to Life and Money, titled "No Baby Step Eight: Wind Down Your Wealth." Dr. Jay guides listeners through the essential steps childfree individuals should take when transitioning from saving to spending, a crucial phase of financial planning that’s often overlooked.
The discussion centers on aligning wealth management with personal life priorities, ensuring that you can enjoy your hard-earned money while still planning for long-term security. We also dive into the balance between personal enjoyment and charitable giving, focusing on how strategic gifting can provide tax benefits and a sense of purpose.
The episode wraps up with practical strategies for winding down your wealth and a reminder that collaborating with a certified financial planner is key to customizing these steps to your unique needs.
Pre-order your copy of the The Childfree Guide to Life and Money and you’ll also receive access to an exclusive Q&A with Dr. Jay AND early access to Chapter 1 of “The Childfree Guide to Life and Money”!
- Amazon
- Barnes & Noble
- Bookshop.org
- Books-A-Million
FinancialPlanning #ChildfreeMoney #WealthWindDown #LifeWithoutKids #MoneyManagement #EstatePlanning #CharitableGiving #FinancialFreedom #FinancialLiteracy #DrJay #MoneyMoves #PlanForTheFuture #LegacyBuilding #ChildfreeGuidetoLifeandMoney #LifeandFinancialPlanning #ChildfreePlanning
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Join Dr. Jay as he sits down with Bill Yount, ER doctor and creator of Catching Up to FI, to explore the journey to financial independence—no matter when you start. Bill shares his inspiring story of taking control of his finances at age 50 after living paycheck to paycheck, proving it’s never too late to change your financial future.
With unique insights from his career in emergency medicine, Bill sheds light on the critical importance of estate planning and healthcare directives—especially for singles and childfree individuals—to avoid chaos in emergencies.
Whether you're feeling behind or just getting started, this episode will leave you inspired and equipped to take the next step toward financial independence.
Connect With Bill Yount here! Or on socials: Instagram , Facebook , LinkedIn
About our Guest: Bill Yount is a 57-year-old practicing Emergency Physician and creator of Catching Up to FI. After decades of living paycheck to paycheck, Bill discovered the concept of Financial Independence at age 50, transforming his life by taking control of his finances.
Through his platform, Catching Up to FI, Bill helps late starters navigate their journeys toward financial freedom, emphasizing the importance of mindset, financial mechanics, and balanced living.
His mission? To inspire others to start their financial journeys—whether early or late—and to create a life of financial freedom and time abundance.
Learn more about Bill’s story and work: Linktree.
Pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" today to receive early access to Chapter 1 and an exclusive Q&A with Dr. Jay! Simply email your proof of purchase to media@childfreewealth.com
FinancialIndependence #CatchingUptoFI #ChildfreeWealth #FinancialFreedom #EstatePlanning #FinancialLiteracy #LateStartFinance #ChildfreeFinance #MoneyJourney #LateBloomers #FinancialEmpowerment #ChildfreeWealthPodcast #DrJay #ChildfreeFinances #ChildfreeEstatePlanning
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In the final session of this financial planning series, Dr. Jay helps Mike and Shannon tie everything together, addressing lingering questions and ensuring they have clear next steps. Together, they solidify their plans for estate and investment strategies, finalizing essential documents like wills and powers of attorney, and creating a monthly check-in system to stay aligned and proactive in their financial journey.
Dr. Jay also helps them refine their investment approach, ensuring their decisions—such as account transfers, Roth IRA contributions, and an 80/20 stock-to-bond allocation—align with their financial goals and values, including ESG strategies.
The session also emphasizes the importance of balancing long-term financial stability with enjoying life along the way, leaving Mike and Shannon empowered to move forward with confidence.
Listen in to discover how to wrap up a financial planning process with clarity and action, and learn actionable tips for building a sustainable financial partnership
Mentioned in this Episode:
-Doc G’s Book “The Purpose Code”: https://jordangrumet.com/books/
Pre-order your copy of The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing through one of our partners today, and unlock exclusive early access to Chapter 1 along with a special invite to an exclusive Q&A session with Dr. Jay! Don’t miss this chance to dive into the insights early and connect directly with the expert shaping a new financial future for the childfree community. 🎉✨
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money
FinancialPlanning #EstatePlanning #Investing #MoneyGoals #RothIRA #ESGInvesting #LifeGoals #FinancialFreedom #PodcastSeries #MoneyJourney #ChildfreeWealth #ChildfreeWealthPodcast #DrJay #ChildfreeFinancialPlanning
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Caring for aging parents can come with unexpected financial and emotional challenges, especially for the childfree community. In this episode of our special series, Dr. Jay delves into Chapter 15 of The Childfree Guide to Life and Money, “No Baby Step Seven,” offering actionable strategies to navigate these responsibilities.
Discover how to evaluate your parents’ financial situations, plan for long-term care costs, and initiate meaningful conversations about their wishes. From building accessory dwelling units (ADUs) to considering retirement communities, this episode is packed with tips to help you create a collaborative family care plan while setting healthy boundaries.
Tune in to learn how to approach these delicate topics with confidence and compassion.
Mentioned in this episode: Financial Planning Questions for Again Parents Article
Pre-order your copy of the The Childfree Guide to Life and Money and you’ll also receive access to an exclusive Q&A with Dr. Jay AND early access to Chapter 1 of “The Childfree Guide to Life and Money”!
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+tvo+life+and+money
ChildfreeLife #FinancialPlanning #ElderCare #LongTermCare #FamilyFinance #MoneyConversations #PodcastSeries #NoBabySteps #FinancialAdvice #AgingParents #ChildfreeGuidetoLifeandMoney #JayZigmont #DrJay
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this enlightening episode, Dr. Brad Klontz, a leading expert in financial psychology and co-author of the new book “Start Thinking Rich”, joins Dr. Jay to explore the fascinating relationship between mindset and money. Together, they break down the critical differences between being 'broke' and 'poor,' discuss the psychological hurdles to wealth-building, and reveal how privilege shapes financial opportunities.
The conversation dives into the 'financial comfort zone,' the challenges of spending in retirement, and the unique considerations for childfree individuals when planning their financial legacies. From actionable wealth strategies to the importance of self-reliance, this episode is packed with insights to help you take control of your financial trajectory.
Ready to rethink your relationship with money? Tune in now!
Order “Start Thinking Rich” and access Dr. Brad’s special offer for our Childfree Wealth Podcast listeners here: https://www.startthinkingrich.com/podcast?am_id=jayzigmont3916
Connect With Dr. Brad Klontz here:
Instagram: https://www.instagram.com/drbradklontz/
Facebook: https://www.facebook.com/brad.klontz/
LinkedIn: https://www.linkedin.com/in/drbradklontz/
About our Guest: Dr. Brad Klontz, Psy.D., CFP® is a leading authority in financial psychology, behavioral finance, and financial planning. He’s an Associate Professor at Creighton University and Co-Founder of the Financial Psychology Institute. With over 1.4 million followers, Dr. Brad uses social media to promote financial wellness.
Dr. Brad has been recognized with awards like the Innovative Practice Presidential Citation and two Montgomery-Warschauer Awards for advancing financial planning. His research has been featured in major outlets, including The Wall Street Journal, New York Times, and NPR.
A prolific author, Dr. Brad has written nine books, including Psychology of Financial Planning and Start Thinking Rich. Learn more at www.BradKlontz.com or connect with him @DrBradKlontz.
FinancialPsychology #WealthMindset #MoneyMatters #ChildfreeWealth #FinancialFreedom #MoneyMindset #RetirementPlanning #WealthBuilding #FinancialIndependence #ChildfreeWealth #ChildfreeWealthPodcast #BradKlontz
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this essential episode of The Childfree Wealth Podcast special series, Dr. Jay dives into Chapter 14 of The Childfree Guide to Life and Money, unpacking the nuances of estate planning tailored to childfree individuals.
The discussion emphasizes the importance of key documents, like wills and powers of attorney, that protect your choices in times of incapacity. Dr. Jay introduces the concept of a “Childfree Trust” through a new partnership with Wellon Trust, providing listeners with a unique estate planning solution that ensures their assets are managed exactly as they envision.
This episode is a must-listen for those ready to take control of their legacy, avoid probate, and explore tax-advantaged charitable giving.
Get your copy of Dr. Jay's new book " The Childfree Guide to Life and Money" today to win a Childfree Wealth® Checkup with Dr. Jay! To Enter simply send proof of purchase to media@childfreewealth.com
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+tvo+life+and+money
EstatePlanning #ChildFreeTrust #FinancialSecurity #WealthManagement #LegacyPlanning #ChildfreeFinance #FinancialFreedom #WillAndTrust #AssetProtection #Childfree
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode of the Childfree Wealth Podcast, hosts Dr. Jay and Bri dive into a detailed conference recap, comparing their experiences at two recent major events: XYPN Conference and FinCon.
Dr. Jay shares insights from XYPN, a conference focused on financial planning and inclusivity, where he presented on childfree financial planning. In contrast, FinCon brought a social media-oriented atmosphere, emphasizing influencer engagement and content creation. Together, they explore essential topics like building awareness of childfree financial needs in the industry, developing connections in the digital age, and the value of offering more flexible services. Their reflections led to exciting ideas, such as building specialized financial products, enhancing accessibility through flexible planning options, and reaching wider audiences to continue advocating for the childfree community.
Tune in to this exciting conversation and find out how insights from two major conferences are shaping new financial planning strategies designed specifically for the childfree community, helping you create a more secure and intentional financial future!
Mentioned in this episode:
-YXPN Conference: https://live.xyplanningnetwork.com/
-FinCon: https://finconexpo.com/
-Childfree Wealth Website: www.childfreewealth.com
Pre-order your copy of Dr. Jay's new book "The Childfree Guide to Life and Money" today to win a Childfree Wealth® Checkup with Dr. Jay! To Enter simply send proof of purchase to media@childfreewealth.com
-
Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
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Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
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Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
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Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this essential episode of The Childfree Wealth Podcast series, we dive into Chapter 13 of The Childfree Guide to Life and Money, where Dr. Jay breaks down insurance planning tailored to childfree individuals.
Focused on managing risk and gaining peace of mind, Dr. Jay discusses property, liability, health, and long-term care insurance strategies that fit the unique financial goals of those without children. This episode sheds light on smart coverage choices, from recommended levels of liability insurance to term life and disability policies, empowering listeners to protect their assets with confidence.
Don’t miss this insightful session on building a personalized insurance plan for a secure future!
Pre-order your copy of Dr. Jay's new book " The Childfree Guide to Life and Money" today to win a Childfree Wealth® Checkup with Dr. Jay! To Enter simply send proof of purchase to media@childfreewealth.com
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+tvo+life+and+money
Childfree #InsurancePlanning #RiskManagement #FinancialSecurity #PersonalFinance #ChildfreeGuide #DrJay #FinancialFreedom #LiabilityInsurance #LongTermCare #DisabilityInsurance #ChildfreeWealth #SecureYourFuture
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In the next episode of the Childfree Wealth Podcast, hosts Bri and Dr. Jay dive into the unique challenges that childfree individuals face during the holiday season.
They discuss the importance of setting personal boundaries with family, particularly around sensitive topics like politics, to help navigate feelings of guilt and stress. This episode offers practical tips on managing family interactions—whether through hosting smaller events, finding ways to connect in more intimate settings, or gradually coming out as childfree.
Tune in to gain insights on maintaining your well-being this season and join us afterward to share your own holiday stories and coping strategies on social media.
Don't forget to pre-order your copy of Dr. Jay's new book "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" through one of our partners today!
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money
HolidayConversations #ChildFreeHolidays #FamilyBoundaries #SettingBoundaries #HolidayStress #FamilyGatherings #ChildFreeCommunity #NavigatingTheHolidays #EmotionalWellbeing #PodcastCommunity
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode of our special book series, Dr. Jay dives into Chapter 12 of The Childfree Guide to Life and Money, focusing on key investment strategies tailored for child-free individuals.
From understanding the best investment accounts—401ks, IRAs, and taxable brokerages—to balancing risk and reward, this discussion highlights how to create a long-term plan that fits your life. Dr. Jay covers the "three-fund approach" for a diversified portfolio, asset allocation basics, and the benefits of a 'set it and forget it' philosophy to keep your investments aligned with your goals.
For those considering professional advice, he shares tips on avoiding conflicts of interest and finding flat-fee advisors. Grab your copy of the book and follow along for an empowering conversation on building wealth with purpose!
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+tvo+life+and+money
childfreefinance #wealthbuilding #investmentstrategy #financialindependence #childfreecommunity #retireearly #threefundapproach #flatfeeadvice #passiveinvesting #longterminvesting
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this insightful episode, Dr. Jay sits down with Meghan Keane, author of Party of One, to dive into themes of self-acceptance, mental health, and redefining societal expectations around single life. Together, they discuss the unique pressures singles face in a world centered on partnerships and family, offering ways to embrace singlehood that align with individual values. Meghan shares her thoughts on "the haze" of societal expectations and introduces alternative living arrangements, like co-housing, for solo living.
The episode also covers the financial dynamics of singleness, highlighting the freedom that comes with an intentional, values-driven life. Tune in for a refreshing perspective on building an authentic path.
Mentioned in this episode:
- The Price of Being Single Study
About our Guest: Meghan Keane is the founder and managing producer for NPR's Life Kit, a podcast and radio show that brings listeners advice and actionable information about personal finances, health, parenting, relationships, and more. Prior to founding Life Kit, Keane was a producer for NPR's award-winning podcast Invisibilia and a founding producer of NPR's TED Radio Hour, one of NPR's top podcasts since its debut. She lives in Washington DC.
Connect with Meghan:
- Instagram DameKeane
- Website
- Order her book “Party of One”
LifeOnYourTerms #ModernIndependence #BeyondSocietalNorms #EmbracingSinglehood #FinancialFreedom #PodcastInterview #PartyOfOne #RedefineSingleLife
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In Part 7 of our special series, Dr. Jay continues his deep dive into the groundbreaking book The Childfree Guide to Life and Money, as he moves into Part Two of the book: Getting Your Finances in Order and the innovative framework of the '8 No Baby Steps.'
Join Dr. Jay as he compares these essential steps to the well-known financial advice of Dave Ramsey, highlighting the unique need for a financial plan tailored to individuals without children. Each step—from establishing an emergency fund to planning for wealth transition—is outlined, emphasizing the importance of a customized approach to financial health.
Listeners will discover practical strategies for implementing these steps, particularly the foundational role of budget creation and maintaining emergency funds in high-yield savings accounts. Get ready to take actionable steps toward setting up your financial systems and deepening your understanding of personal finance, with future episodes promising a detailed exploration of each step!
Tune in and embark on your journey to financial empowerment today! 🚀✨
Don't forget to pre-order your copy of the book today to win a Childfree Wealth® Checkup with Dr. Jay!
To Enter simply send proof of purchase to media@childfreewealth.com.
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money
NoBabySteps #FinancialPlanning #ChildFreeWealth #Budgeting #EmergencyFund #HighYieldSavings #FinancialEmpowerment #PersonalFinance #TailoredFinance #WealthTransition
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this next episode from our special series based on The Childfree Guide to Life and Money by Dr. Jay, we focus on one of the most crucial steps to financial health—getting out of debt.
Debt is a common challenge, but this episode breaks down two powerful strategies to eliminate it: the snowball method, which focuses on paying off smaller debts first, and the avalanche method, which tackles high-interest debts for maximum efficiency.
Learn how to stop accumulating new debt, prioritize repayment, and take control of your financial future. Tune in to discover actionable budgeting techniques and start planning for financial stability today!
Episode Mentions: The Childfree Wealth Money Management System: https://childfreewealth.com/mmsdoc
Make sure you pre-order your copy of Dr. Jay's new book " The Childfree Guide to Life and Money" for a chance to win a Childfree Wealth® Checkup with Dr. Jay! To Enter simply send proof of purchase to media@childfreewealth.com
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+tvo+life+and+money
SpecialSeries #FinancialFreedom #DebtFreeJourney #ChildfreeWealth #AvalancheMethod #SnowballMethod #MoneyMindset #BudgetingTips #DrJay #DebtElimination #getoutofdebt #childfree #childlessbychoice #childless
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In part 5 of this must-hear Financial Planning Series, CFP® Dr. Jay helps Shannon and Mike tackle the big decisions ahead. With a paid-off mortgage behind them, Shannon’s new job and Mike’s retirement planning take center stage as they discuss strategic changes to their contributions.
But financial planning isn't just about numbers—Dr. Jay guides Shannon and Mike in the complex and delicate process of determining the type, level, and financial commitment for caregiving as parents age. With long-term care costs estimated at over $100,000 annually, they examine how to prepare for these significant expenses, weighing in-home care options and facility considerations. Tune in for an insightful discussion that blends retirement planning with family care strategies.
Pre-order your copy of the book today to win a Childfree Wealth® Checkup with Dr. Jay! To Enter simply send proof of purchase to media@childfreewealth.com.
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money
FinancialPlanning #RetirementStrategy #FamilyCare #LongTermCarePlanning #529SavingsPlan #CaregiverFinance #WealthManagement #PersonalFinance #ChildfreeWealth #FinancialFreedom #ChildfreeWealth #ChildfreeFinancialPlanning #MortgageFree
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this special episode of The Childfree Wealth Podcast, Dr. Jay dives into a deeply personal and often overlooked aspect of financial planning—legacy for childfree individuals.
As part of our series exploring key chapters from Dr. Jay’s highly anticipated book, The Childfree Guide to Life and Money, this episode goes beyond financial assets to challenge listeners to rethink what legacy truly means.
Dr. Jay discusses how legacy doesn’t have to be grand to be impactful, whether it’s through charitable giving, community contributions, or personal values. Tune in to explore the thought-provoking exercise of writing your own obituary—a tool designed to clarify your life decisions and financial strategies.
Make sure to come back next week for another chapter as we continue this special series leading up to the book's release!
Pre-order your copy of Dr. Jay's new book " The Childfree Guide to Life and Money" today to win a Childfree Wealth® Checkup with Dr. Jay! To Enter simply send proof of purchase to media@childfreewealth.com
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+tvo+life+and+money
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In the next episode of The Childfree Wealth Podcast we’re back to Dr. Jay’s Financial Planning and Life Coaching series with Shannon and Mike! In session 4, CFP® Dr. Jay talks with Shannon and Mike about their major financial milestone—paying off their home. 🏡💸 But what’s next for this couple? Dr. Jay helps them explore how to allocate their financial freedom.
Together, they discuss Shannon’s new job 👩💻, how to balance extra income between travel ✈️, investing 📈, and giving back through random acts of kindness 💖.
This episode focuses on navigating the 'boring middle' of financial stability with purpose and impact 🌱. With Dr. Jay’s expert advice, they work on setting financial goals, creating a brokerage account, and keeping estate planning on track. Tune in for actionable tips and insights to inspire your own financial journey!
Pre-order your copy of Dr. Jay's new book " The Childfree Guide to Life and Money" today to win a Childfree Wealth® Checkup with Dr. Jay! To Enter simply send proof of purchase to media@childfreewealth.com
Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this next installment of our special series, Dr. Jay shifts from planning as a soloist or a couple, into the essentials of financial planning as a group! Join Dr. Jay, and explore three effective strategies for group financial planning: adopting a uniform financial plan, managing finances individually, or creating a hybrid approach that works for everyone involved.
Dr. Jay also highlights the critical importance of documentation and discusses the 'Six Ds'—divorce, disability, drugs, disinterest, death, and diapers—essential considerations for any group. Listeners will gain valuable insights on estate planning and the necessity of legal guidance, as well as the benefits of collaborating with financial planners and lawyers.✍️
Ready to take control of your group’s financial future? Tune in for actionable strategies and key takeaways inspired by “The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing”. 📖
Pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" today and you could win a FREE Client Check-up! Here’s how:
- Pre-order your copy of the book
- Submit proof of purchase to media@childfreewealth.com and you’re in the draw!
One winner will be selected monthly. No cash value.
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+tvo+life+and+money
GroupFinancialPlanning #ChildFreeWealth #TheSixDs #EstatePlanning #FinancialLiteracy #LegalGuidance #FinancialProfessionals #CohesivePlanning #FinancialFuture #FinancialIndependence #GoldenGirls
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Join Dr. Jay in this enlightening episode of our special series as we dive into Dr. Jay's upcoming book "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing". In this episode he shifts modes from effective financial planning for soloist to couples! Explore three powerful strategies—fully combined, completely separate, and the innovative hybrid method—while addressing key marriage implications like healthcare benefits.💡
Discover the "Gardener and Rose" concept 🌹, designed to help couples switch roles and align their financial goals. Whether you’re pursuing Financial Independence or diving into the FIRE movement, this episode equips you with the tools to foster open communication and build a cohesive life plan.
Ready to take charge of your financial future? Tune in for expert insights and actionable strategies to pave your way toward a secure and fulfilling financial partnership! 🤝
Mentioned in this episode:
-The 80/80 Marriage: https://www.8080marriage.com/
Pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" today and you could win a FREE Client Check-up! Here’s how:
- Pre-order your copy of the book
- Submit proof of purchase to media@childfreewealth.com and you’re in the draw!
One winner will be selected monthly. No cash value.
- Amazon
- Barnes & Noble
- Bookshop.org
- Books-A-Million
FinancialPlanning #CouplesFinance #HybridApproach #GardenerAndRose #FIRE #FinancialIndependence #OpenCommunication #MarriageImplications #SecureFuture #ChildfreeWealth
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this special episode, the focus shifts to Chapter 3 of the Childfree Guide to Life and Money, where Dr. Jay explores the unique financial and life challenges faced by soloists—those living without children or partners.
From the freedom to make your own decisions to the struggles of facing the 'single tax' and higher lifetime costs, this episode sheds light on the often-overlooked financial realities of solo living. Discover the importance of long-term planning, from designating healthcare decision-makers to managing future needs.
Plus, get a sneak peek at the upcoming Childfree Trust launching in 2025. Whether you're a soloist or know someone who is, this episode is packed with actionable advice to plan a secure future. 📚💡
Pre-order your copy of the book today to win a Childfree Wealth® Checkup with Dr. Jay! To Enter simply send proof of purchase to media@childfreewealth.com
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money
Mentioned in this episode:
-Fidelity Solo Aging Article: https://www.fidelity.com/learning-center/personal-finance/solo-aging-support#:~:text=Solo%20aging:%20Who%20can%20you%20call%20for%20aid%20and%20support?
SoloLife #ChildfreeGuide #SingleTax #FinancialPlanning #SoloWealth #IntentionalLiving #PlanForTheFuture #ChildfreeTrust #LongTermCare #SoloJourney
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode, Dr. Jay and Bri dive into the critical importance of financial awareness within relationships and families. 💬 Whether you're managing shared accounts or keeping track of personal finances, being informed is key to avoiding the dangers of financial infidelity—where one partner is left in the dark.
They break down how to create an “In Case I Die” file and the power of tools like a “NokBox” (link below) to organize essential financial information, making it accessible when it matters most. 📂🛠️ Jay and Bri also explore the roles of executors and power of attorney, and how to handle the complexities of managing family finances.
This episode is packed with practical steps and insights to help you navigate difficult financial conversations, secure your financial future, and ensure peace of mind for you and your loved ones. 🌟
🎧 Tune in now to learn how to build financial trust and transparency with those who matter most!
Pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" through one of our partners today!
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money
Mentioned in this Episode:
- The NokBox: https://www.thenokbox.com/?srsltid=AfmBOooho4e-pSaXuZ54UzLGQqnLlRXAN9pHjv1HFi6u9x1UjOIT4xx0
- Childfree Wealth Podcast: Estate Planning Ep.70: https://www.buzzsprout.com/2002436/episodes/14635039
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this second episode of our special series, Dr. Jay continues the deep dive into Chapter 2 of the Childfree Guide to Life and Money 📚. Discover how childfree individuals can break away from the traditional life script and design a life that aligns with their own values. From societal pressures to personal fulfillment, this episode is all about creating a path that works for you.
Tune in for actionable insights, financial strategies, and a fresh perspective on living life your way! 🌍💡
LifePlanning #ChildfreeWealth #CreateYourFuture #FinancialIndependence #PersonalGoals #AlternativeLifePaths #LiveWithPurpose #FinancialGoals #NonTraditionalLiving #PlanForSuccess
Pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" through one of our partners today!
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this third installment of our 6-part series, Dr. Jay dives deep into estate planning with Shannon & Mike as they prepare for their future and the well-being of their loved ones—including their dog, Summit! 🐶💼
With seven nieces and nephews to consider, they explore how to split their estate evenly, designate medical and financial power of attorneys, and ensure their parents’ wills are in order. 📜 From creating their own wills to verifying beneficiary designations and compiling an 'In Case I Die' file, Shannon & Mike are taking big steps toward securing their future. 🗂️
Tune in to hear how they’re tackling the essentials of estate planning and setting up a strong foundation for peace of mind. 🌟
Pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" today!
- Amazon
- Barnes & Noble
- Bookshop.org
- Books-A-Million
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
🎙️ Welcome to the first episode of our exclusive series leading up to the highly anticipated launch of The Childfree Guide to Life and Money on December 31st! Each week, Dr. Jay will dive deep into a new chapter, kicking off today with Chapter 1, "Are We Weird?"—a thought-provoking look at breaking free from societal expectations 📚.
Discover why choosing a childfree life isn’t just different—it’s a chance to design your finances around the life you want to live, not society’s expectations. With 21% of adults opting out of the "typical" life script, this episode dives into personal stories, key research, and tips for building a financial plan that aligns with your unique path. 🌍✨
You can pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" through one of our partners:
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money
ChildfreeLife #FinancialFreedom #DesignYourLife #LiveOnYourTerms #BreakTheMold #UnconventionalLiving #LifeWithoutKids #PersonalFinance #UniqueLifeChoices #ChooseYourPath
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
🎙️ In this episode, Bri and Dr. Jay cover everything you need to know to wrap up the year on a strong financial note! 💡 Get expert insights on essential year-end tasks, from tax planning and harvesting unrealized losses 📉 to understanding capital gains taxes and Required Minimum Distributions (RMDs), especially for inherited IRAs. 🔍
Bri and Dr. Jay share actionable tips on managing Roth IRA contributions, adjusting tax withholdings for future income changes, and optimizing charitable donations. 💰 Plus, learn the importance of reviewing insurance policies, estate planning documents, and even your credit card spending! 💳
Don’t miss out on this opportunity to get your finances in order before the year ends and set yourself up for success in the new year. 🗓️✨ Tune in for the ultimate financial checklist and make sure you're on track to meet your goals! 🎧
✅ Get your copy of Childfree Wealth® Ultimate Financial Checklist here!
Pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" today!
- Amazon
- Barnes & Noble
- Bookshop.org
- Books-A-Million
YearEndPlanning #FinancialChecklist #TaxPlanningTips #RMDs #RothIRA #CharitableDonations #EstatePlanning #CapitalGainsTax #SmartMoneyMoves #FinancialSuccess #WealthManagement #RetirementPlanning #InvestmentStrategy #TaxEfficiency #FinancialGoals
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Ever wonder what financial planning really looks like for the childfree? Get a front-row seat as Dr. Jay helps Shannon and Mike tackle some huge money moves! 🏡💼
In this second installment of our 6-part series, Dr. Jay dives deep with Shannon and Mike as they talk goals - paying off their mortgage by May🏡 and boosting their travel budget ✈️.
Dr. Jay advises Shannon and Mike to spend more, give more, and plan their legacy. From retirement projections to setting up funds for their nieces & nephews 👧🧒, this session is packed with strategies for maximizing their future!
💡 Highlights include:
- Optimizing investments 📊
- Maximizing HSA contributions for tax benefits 🏥
- Balancing travel & charitable giving budgets ❤️
Listen in for a rare behind-the-scenes look at financial planning tailored for the childfree life! 🎧
Pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" through one of our partners today!
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money
ChildfreeWealth #FinancialFreedom #WealthManagement #ChildfreeLife #FinancialPlanning #LegacyPlanning #DebtFreeJourney #TravelGoals #FinancialIndependence #MoneyMoves #SmartInvesting #RetirementGoals #LiveMoreSpendLess #WealthBuilding #LifeWithoutKids
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
🎙️ In this eye-opening episode, Bri and Dr. Jay dive deep into everything you need to know for the upcoming open enrollment period! 🌟 From reviewing your insurance options to making sure you're maximizing your benefits, they’ve got you covered. Don’t miss key discussions and what you need to know about:
✅ Long-term disability & care insurance 📋
✅ Life insurance for child-free individuals 💡
✅ Health, dental, & vision insurance tailored to you 🏥
✅ Pet insurance & estate planning essentials 🐾📜
✅ Retirement plans, 401(k) contributions, & employee stock options 💰
Plus, don't miss out on tips for using your FSA funds before year-end and the importance of updating your HR files & beneficiaries 📝. Bri and Dr. Jay provide the ultimate roadmap to ensuring you’re making the smartest choices for your health and financial future! 💪✨
Tune in and take charge of your benefits today! 🎧📊
Pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" today!
-
Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
-
Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
-
Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
-
Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Get an exclusive look at financial planning with Childfree Wealth®! In this 6-part series, Dr. Jay sits down with Shannon & Mike to align their life plans with their financial goals - this is a conversation you won't want to miss!
🌍✈️ They explore how early retirement could be for this couple, tackle the “childfree midlife crisis,” and discuss a possible job change. 🤔💼 Dr. Jay asked both Shannon and Mike 3 key questions everyone needs to ask about their future and, after some rough math explained how they can retire much sooner than expected! 💸
🎯With a plan to be mortgage-free within months, a trip to Hungary 🇭🇺 in the works, and new action steps on the horizon, this is episode is fun, exciting, and informative - a must-listen!📈🏠
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
🎙️ Dive into the essential world of estate planning with our latest episode, "What does a CFP® Professional learn? Pt. 6 Estate Planning”.
🎧 Bri and Dr. Jay finish their conversation around the CFP® process and learnings with the fundamentals on Estate Planning—asset disposition, ownership types, gifting rules, and the gross estate. 🏠
They help unravel the complexities of estate tax calculations 💰, exemptions, and generation-skipping transfer tax, while covering vital documents like wills and powers of attorney 📜, and the probate process through their insightful conversation.
And explore strategies for business succession, charitable gifting 🎁, and managing digital assets 💻.
This episode equips you to understand Estate Planning from the CFP® and childfree lens to ensure your legacies are thoughtfully planned and preserved. 🌟
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
🎙️ Join us for a momentous 100th episode of the Childfree Wealth Podcast! We're marking this milestone with an in-depth exploration of life planning, financial strategies, and the distinctive paths of childfree individuals. 🌍
In this special episode, Bri and Dr. Jay break down the eight ‘No Baby Steps' —a set of innovative financial strategies tailored for those pursuing childfree lives. From maximizing your financial independence to enhancing your life experiences by simplifying your finances, we cover it all.
But that’s not all—we delve into the heart of what it means to live a fulfilling, childfree life, with thoughtful discussions on how to align your financial choices with your personal values. 🌟 Whether you're just starting your financial journey or looking to refine your approach, this episode is packed with actionable insights to help you thrive.
🎧 Listen in as we reflect on this incredible journey, share inspiring stories, and reinforce the importance of community and support in achieving financial freedom. 💬
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
🎙️In honor of nearing our 100th episode, we're revisiting one of the unforgettable moments of the Childfree Wealth Podcast: Dr. Jay Zigmont, CFP® ‘s conversation with Doc G which originally aired on the Earn and Invest Podcast.
Join the conversation as Dr. Jay and Doc G delve into the complexities of embracing a childfree lifestyle. 🌟 The episode explores the shifting demographics of childfree individuals in America, examining both the financial and societal impacts of choosing not to have children.
Dr. Jay and Doc G shed light on the unique financial considerations for childfree couples, including the strategic management of resources and the importance of healthcare benefits in today's medical landscape. 💰🏥 They also address common misconceptions and societal pushback faced by those who choose a childfree path, contrasting it with the experiences of those who are childless due to circumstances beyond their control.
🎧Tune in to discover how embracing a child-free lifestyle can be both rewarding and empowering! 🎧
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
🎙️In this engaging episode of our podcast, Rebekah and Matt dive into their final session with Dr. Jay Zigmont, CFP®, focusing on their next steps and the crucial elements of financial planning and estate management for adult children with aging parents.
Dr. Jay guides Rebekah and Matt through important future considerations, including planning for their aging parents' financial needs and potential health issues. 🏥 He highlights the necessity of obtaining copies of their parents' wills, power of attorney, and insurance policies, while exploring long-term care options and understanding their parents' financial situations, pensions, and retirement plans.
The episode covers essential topics like cognitive decline risks, inheritance strategies, and the need for updated estate planning documents, such as choosing between trusts and wills. 📑 Dr. Jay covers the next steps for Rebekah and Matt, outlining key action items such as starting conversations with their parents about vital legal documents, ensuring they are trusted individuals on their parents’ bank accounts, and focusing on building a $30,000 emergency fund before prioritizing retirement accounts. 💰
🎧Tune in to discover how proactive financial management and estate planning can secure your future stability and peace of mind. 🎧
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
🎙️In this episode, we revisit Dr. Jay Zigmont, CFP®’s guest appearance on The DINKY Podcast.
Join Dr. Jay and the dynamic duo from the Dinky pod, Erika and Kristen, in a hilariously unhinged episode that discusses financial strategies for child-free couples. If you're childfree and craving laughter mixed with financial wisdom, this conversation is a must.💡
Discover tailored financial strategies for child-free couples, including the 'die with zero' philosophy, the ‘Garden of the Rose’ concept 🌹, and a comparison of the FIRE 🔥 (Financial Independence, Retire Early) and FILE 📁 (Financial Independence, Live Early) models.
🎧 Tune into this engaging conversation that will get you laughing and thinking about the actionable insights and proactive steps discussed to ensure shared financial goals and preparedness for future challenges. 📈💬
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
🎙️ In this special episode of the podcast, host Bri celebrates International Childfree Day with an insightful conversation featuring distinguished guests Dr. Jay, Nandita Bajaj, Christine Erickson, and Angela Harris. Together, they explore the multifaceted experience of living childfree, examining its implications on legacy, minimalism, policy changes, and empowerment within the community.
Join us as our guests share their unique perspectives on creating a fulfilling life without children, emphasizing the importance of freedom, meaningful relationships, and personal responsibility for future care. 👥 The discussion also delves into practical financial planning strategies tailored for those without children, highlighting flexibility, minimalism, and the critical role of engaging in reproductive health and rights.
The episode concludes with actionable advice for thriving in a childfree lifestyle, including tips on proactive planning and the importance of embracing personal choices.
🎧 Tune in for a thought-provoking and empowering conversation that champions personal freedom and proactive life planning! 🎧
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
🎙️ In this episode, we delve into the Pew Research Study on Adults Without Children.
Rachel Minkin from Pew Research Center shares insights on why a significant percentage of adults under 50 are unlikely to have children, and why many adults over 50 never had children. We explore the top reasons for not having children, and highlight the financial impact and social dynamics experienced by childless adults. Additionally, we address concerns about care in old age and the relationships childless adults maintain with their extended family.
Tune in to understand the evolving landscape of childlessness and its implications! 🎧
childless #childfree #adultswithoutchildren #adultswithoutkids #pewresearchstudy #pew #childfreepeople #childfreebythenumbers
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
🎙️ Welcome to our latest episode covering what a CFP® Professional learns, this time we're focusing on retirement strategies! 🏦 We cover the essentials of 401(k)s, IRAs, and saving for retirement. 📊
We also discuss investment considerations such as time horizon, risk tolerance, and how to match them with your retirement plan. 📈 Learn about distribution rules, tax implications, and options for taking out your money. 💵
For business owners, we explore retirement plan selection based on company objectives and employee benefits. 👥 Lastly, we touch on Social Security and its future implications. 🔍
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
🎙️ Welcome to our latest episode! 🎲 Today, we dive into the exciting world of "Donuts and Dragons," an innovative concept combining delicious treats with thrilling D&D sessions. 🍩🐉 Rebecca and Matt discuss their journey from idea to execution, sharing insights on life planning, balancing creativity and practicality, and the importance of just starting.
Rebecca and Matt also explore the potential of turning their passion into a sustainable lifestyle, offering tips for aspiring entrepreneurs. 🎉
📅 Set a goal, take action, and remember, it doesn’t have to be perfect! 🚀
DonutsAndDragons #DND #Entrepreneurship #LifePlanning #Startup #CommunityBuilding #Creativity #BurnoutPrevention #MinimumViableProduct #GameNight
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
🎙️ In today's episode, we dive deep into life as childfree-not-by-choice with Charlie Dice, creator of the Life Beyond Infertility Mentorship Program - a private and group coaching membership and community. She's also the founder and host of the Life Beyond Infertility Podcast. Her mission is to help those struggling to see a way forward rediscover their purpose and passion so they can embrace a joyful life again. 🌟 Charlie shares her personal journey, the mental and emotional toll of infertility, and how she turned her experience into a mission to help others rediscover their purpose and joy. 💖 We discuss the importance of community, setting boundaries, and avoiding toxic positivity. Charlie also talks about her goals, including early retirement. Tune in for an inspiring conversation! 🎧
InfertilityAwareness #Childfree #Childless #MentalHealth #JourneyToJoy #Podcast #CommunitySupport #ToxicPositivity #LifeBeyondInfertility
Connect with Charlie here:
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Instagram
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Facebook
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LinkedIn
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Apple Podcasts
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Spotify
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Free Online Training Course
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
🎙️ Hey, Childhood Wealth listeners! Today’s episode features Danielle Miura, a long-time friend and expert in caregiving. We dive into the challenges and strategies for planning and managing caregiving, especially for those navigating "No Baby Step: 7 Planning for Parents”.
Danielle’s top tip? Go with the flow and prioritize self-care! 🫶We discuss setting boundaries, creating care plans, and the importance of building a strong support system, both professional and personal. 🏥👥
Danielle shares her personal caregiving journey, emphasizing the need for open communication and realistic expectations. We also touch on caregiver fatigue and burnout – recognizing it and coping strategies. 💡
For resources, Danielle recommends her blog with over 150 posts and highlights the value of geriatric care managers and financial professionals who understand caregiving. 📚💻
Don’t miss out on this insightful conversation! 🌟
Caregiving #SelfCare #FinancialPlanning #SupportSystem #Burnout #ElderCare #CarePlans #CaregiverResources #FamilySupport #AgingParents #Childfree #Childless #Podcast
Connect with Danielle here:
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Website: https://spark-fin.com/
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Instagram: @sparkfinancials
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Facebook: @sparkfinancials
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LinkedIn: @danielle-miura
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X: @Daniellemiula
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode, we tackle balancing financial goals and preparing for health emergencies. We discuss setting realistic goals, like saving for travel and paying off debt, without being too hard on ourselves. 💸✈️
We also cover making contingency plans for unexpected health costs and the importance of having a will or trust. 🏥📜 Tips include designating beneficiaries, managing digital legacies, and ensuring pets are cared for. 🐾
Rebekah and Matt share their insights on managing stress and financial responsibilities, emphasizing open communication and shared leadership in budgeting. 📈🛡️
Join us to learn valuable strategies for securing your financial future and health preparedness. 🎧✨
Childfree #Childless #Podcast #FinancialPlanning #HealthPreparedness #BudgetingTips #TravelSavings #ContingencyPlans #WillAndTrust #DigitalLegacy #EmergencyFunds #FinancialGoals #StressManagement #Pets
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode of the Childfree Wealth® Podcast, Dr. Jay welcomes a remarkable guest, Jess, who, along with her husband Corey, is a driving force behind The Fioneers. Jess brings an eclectic mix of expertise in lifestyle design, van life, and financial independence. She shares her journey toward financial independence and how she and her partner have designed a life that is as remarkable as the physical destinations they visit. They delve into the balance between money, life, and the unique challenges and opportunities of the childfree lifestyle.
Broadcasting from her van in Lake Tahoe, Jess provides insights into the origin of her mantra, making the journey as remarkable as the destination, and the importance of taking significant time off work to recover and form a new mindset. The discussion covers the nuances of workplace dynamics, the need for flexible jobs, and strategies to achieve a win-win scenario in personal and professional life.
Jess also discusses her work as a lifestyle design coach, explaining how she helps people identify the elements of their ideal life through a three-stage process. This includes defining the “what”, “why”, and “how” of their goals and conducting beta tests to build confidence and gather information. The episode also touches on the challenges of avoiding burnout, the importance of sharing stories to inspire others, and the ever-changing nature of life and work.
Listeners are invited to explore more about Jess and her work through The Fioneers' website, YouTube channel, and her free six-day email course on limiting beliefs. Join us for an inspiring conversation that might just help you design the life you’ve been dreaming of.
Tune in and get inspired to start designing the life you want!
Connect with The Fioneers here:
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Website
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YouTube
-
Facebook
-
Instagram
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
🎙️ Hey, Childfree Wealth listeners! In this episode, we're diving into the intriguing world of tax planning 📊. Dr. Jay and Bri talk us through some of the essentials of income tax law fundamentals, income tax calculations, tax characteristics of entities, and more. From understanding gross income to the nuances of capital gains, we've got you covered! 💼
We also explore some unique aspects of tax planning, and discuss strategies that can save you thousands, if not millions, over time 💰. With the Tax Cut and Jobs Act sunsetting in 2025, now is the time to plan smartly! Our experts share valuable insights on passive income, charitable contributions, tax implications of changing circumstances, and much more 🤓.
Whether you're managing a small business or planning for long-term financial health, this episode is packed with actionable advice and professional tips. Remember, tax planning isn't just about saving money now but ensuring you're set for the future 🏦.
🔍 Key Takeaways:
- Income vs. capital gains and their tax implications
- Above the line deductions and adjusted gross income
- Specific scenarios like day trading and passive activity income
- Importance of timely and efficient tax planning
Tune in to get the full scoop and make sure you're making the best decisions for your financial well-being! 📈
#TaxPlanning #CFP #CPA #Accounting #IncomeTax #CapitalGains #TaxDeductions #FinancialPlanning #TaxStrategies #SmallBusiness #PassiveIncome #CharitableGiving #Childfree #Childless #PermanentlyChildless #DINK #DINKs #SINK #SINKs #ChildfreeWealth
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Hey, Child Free Wealth listeners! We're back with this month's book club, diving into "Happy Money: The Science of Happier Spending" by Elizabeth Dunn and Michael Norton. If you enjoyed "Die with Zero," you're in for a treat with this one too.
Join us as Bree and I discuss our thoughts on the book. Bree found it enjoyable but wished for more scientific depth. Despite its brevity—it's less than a 4-hour audiobook—it serves as a great high-level overview of happier spending.
We explore the five main principles from the book, sharing personal stories about vacations and the joy of planning versus the actual experience. Whether you're someone who meticulously plans trips or prefers to wing it, there's something for everyone.
We also delve into the balance between spending on material goods versus experiences and how that impacts happiness. Bree and I share our takes on this, discussing everything from buying cars to planning large gatherings.
As a bonus, we offer some summer reading recommendations. Bree suggests murder mysteries, while I'm currently into post-apocalyptic zombie tales.
Finally, a quick update on our podcast schedule and a shameless plug for my upcoming book tour. If you're interested in childfree life and money, stay tuned for more exciting content in the fall!
Don't miss this episode packed with practical tips.
HappyMoney #ChildfreeWealth #FinancialFreedom #SummerReading 📚
Resources:
+ Happy Money: The Science of Happier Spending
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this candid conversation, Dr. Jay talks with Maria Hill about the often misunderstood world of childlessness not by choice. They take a deep dive into the complexities of this and the unique financial considerations it presents. Maria shares her journey from a traditional conservative background to a life of self-discovery, empowerment, and joy as a childless woman.
They’ll explore the importance of crafting a new life script that is not defined by societal norms while also touching on the grieving process, the importance of being heard, and the power of community. Listen in as they envision the future for the childless community and discuss the possibility of creating a stronger collective voice.
This episode is a must-listen for anyone seeking understanding, acceptance, and inspiration in a childless life.
Connect with Maria here:
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Sensitive Evolution
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Magic of Joy
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Instagram (@magicofjoy)
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Facebook
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LinkedIn
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
Instagram | Facebook | LinkedIn
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
This episode is a recording from Dr. Jay’s latest talk at the Childless Collective Summit in April. In his talk, he discusses his experiences at financial conferences and his work with both childfree individuals and financial professionals, while sharing an engaging narrative on how being childfree impacts one's life and finances.
You’ll hear him challenge the standard life script and encourage listeners to envision their ideal life and work towards it. The conversation also delves into the importance of simplifying finances and aligning financial goals with personal values. With fascinating insights on retirement strategies, estate planning, and long-term care for the childfree, this episode is a must-listen for anyone navigating their financial journey without kids.
Don't miss out on this talk challenging the norms and providing a fresh perspective on managing finances as a childfree individual!
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
Instagram | Facebook | LinkedIn
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Ed Coambs is a former firefighter, now CFP® Professional & family financial therapist. In this episode, Jay and Ed delve into the intricate intersection of love, money, and psychology.
You’ll hear them explore the dynamics of couples' finances, the importance of understanding past experiences and attachment styles, and the key role these play in shaping our financial behaviors. Discussing the blurred lines between financial therapy, coaching, and planning, you’ll also hear insightful tips on navigating control issues within relationships.
Ed stresses the value of psychoeducation, empathy, and shared meaning in building financial intimacy. Addressing the challenges faced by childfree couples and entrepreneurs, they highlight the necessity of communication and understanding each other's narratives. From tackling 'fantastical thinking' to creating a healthy 'control paradigm', this episode is a deep dive into the fascinating world of financial psychology.
Tune in to hear two experts nerd out about money and relationships!
Connect with Ed:
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Healthy Love & Money Website
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Healthy Love & Money Podcast
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Facebook
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Instagram
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LinkedIn
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
Instagram | Facebook | LinkedIn
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this conversation, Bri & Dr. Jay review her third CERTIFIED FINANCIAL PLANNER™ course focused on investments. As part of her professional journey, Bri undertakes these courses to enhance her understanding and skills in various areas of financial planning. The investment planning course is a crucial component of the CFP® Professional curriculum, designed to equip financial planners with the knowledge and skills to make informed investment recommendations to their clients.
Through candid discussion, Bri shares insights and learnings from the course, covering a wide range of topics from fixed income and equities to pooled investments and derivatives. She also talks about investment risks, valuation of bonds and stocks, portfolio management, investing strategies, and the importance of tax-efficient investing while emphasizing the concept of simple, long-term passive investing.
Resources:
- What does a CFP® Professional learn? Pt. 1 Introduction
- What does a CFP® Professional learn? Pt. 2 Insurance
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
Instagram | Facebook | LinkedIn
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this intriguing episode, Bri dives deep into the topic of legacy with guest, CaTyra Polland!
As a poet, keynote speaker, and author of her new book, Legacy Beyond Offspring, she’s focused on shattering conventional norms by exploring the concept of legacy beyond parenthood. From her own experience to insights from a focus group of childfree individuals, CaTyra discusses the myriad ways to leave a lasting impact without having children.
Beyond that, Katara shares her experiences as an author and editor, providing valuable advice to aspiring writers. This episode is a must-listen for anyone curious about creating a meaningful legacy beyond traditional norms. Tune in to be inspired and empowered!
Pre-order your book, Legacy Beyond Offspring, here!
Connect with CaTyra:
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Instagram @catyrapolland
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LinkedIn
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
Instagram | Facebook | LinkedIn
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode, you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®. Rebekah & Matt, were originally in the Portraits of Childfree Wealth book & agreed to have their financial planning process recorded and shared.
They openly address the mental load of money, the fear of debt, and the often overlooked joy of everyday life. The conversation takes a turn as we explore the book, The Gap and the Gain, and discuss how to shift your perspective from dwelling on setbacks to celebrating progress.
Additionally, they also touch on the importance of planning for long-term care and retirement. This session is not only about numbers, but also about embracing an amazing life while achieving financial stability.
Resources:
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Rebekah & Matt’s First Planning Session
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Rebekah & Matt’s Second Planning Session
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Portraits of Childfree Wealth
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The Gap and the Gain
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
Instagram | Facebook | LinkedIn
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Get ready for a deep dive into personal finance and life purpose as Bri and Dr. Jay take on the timeless book, "Your Money or Your Life!"
This lively discussion isn't just about numbers, it's about aligning your time, money, and passion to create an amazing life. Expect thought-provoking insights on consumerism, work-life balance, and the importance of valuing your time and energy while being packed with wisdom on how to make your finances work for you, not the other way around.
Plus, there's a healthy dose of humor and real-life examples to make the financial talk more relatable. Whether you're a math nerd or a life-enthusiast, this episode is sure to leave you with a fresh perspective on money and life. Tune in for an enlightening, entertaining, and yes, even soothing journey to a richer life!
Be sure to tune in again next month for the book, Happy Money: The Science of Happier Spending by Elizabeth Dunn & Dr. Michael Norton.
Resources:
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Your Money or Your Life by Vicki Robin & Joe Dominguez
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I’ll Make You Quit Your Job
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Happy Money: The Science of Happier Spending by Elizabeth Dunn & Dr. Michael Norton
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
Instagram | Facebook | LinkedIn
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Childfree Wealth® is growing!
With that, we’ve had some recent changes. In this episode, Bri & Dr. Jay discuss the state of the firm & share more information regarding the Childfree Wealth Check-up, the newest way to work together.
Looking to book your own Childfree Wealth Check-up? Schedule it here!
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
Instagram | Facebook | LinkedIn
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Do you have head trash holding you back? Those pesky mental hurdles can hold us back from reaching our full potential. With humor and candor, Bri & Dr. Jay explore how our own stories and ingrained beliefs can become roadblocks on the path to success.
Dr. Jay kicks off the discussion by likening head trash to unwanted clutter in our minds, obstructing our progress. Together, they dissect the origins of these mental barriers, uncovering how societal norms, personal experiences, and even offhand comments can shape our perceptions of ourselves and our capabilities.
Bri bravely admits that exploring head trash can be painful but necessary, highlighting the importance of facing these internal obstacles head-on. Dr. Jay shares anecdotes and examples, illustrating how seemingly innocuous remarks or societal expectations can plant seeds of doubt that hinder our growth.
With a blend of empathy and empowerment, they encourage listeners to challenge the voices in their heads and rewrite their narratives. By shining a light on the sources of our head trash, Dr. Jay and Bri empower us to break free from self-imposed limitations and forge our own paths to success and fulfillment. So, buckle up and get ready to declutter your mind as they guide you through the journey of unraveling your head trash!
Resources:
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Love and Money with Bri’s Wife
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The Gap and the Gain by Dan Sullivan & Dr. Benjamin Hardy
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The Gap and the Gain (Book Club)
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Want to meet with a Childfree Wealth Specialist®? Schedule a meeting here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Wondering what a CFP® Professional learns? As Bri completes her CFP® coursework, her & Dr. Jay recap what she’s learned. In this episode they tackle insurance planning and risk management.
While insurance may sound dull, they make it engaging by sharing Bri's journey through the course. She admits that it took a lot of discipline to power through as it at times felt neverending.
You’ll hear practical advice on finding the right balance in coverage to make sure you’re not over or under insured. They also emphasize the importance of having a trusted insurance agent & the benefit of getting a second opinion.
With witty banter and a variety of examples (like alien abduction insurance!), they keep things light while covering the various forms of insurance from health insurance to business liability.
Resources:
- The CFP® Certification Process
- What does a CFP® Professional learn? Part 1
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode, you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®. Rebekah & Matt, were originally in the Portraits of Childfree Wealth book & agreed to have their financial planning process recorded & shared. This is their second meeting in a series of six meetings - stay tuned for the others.
Resources:
-
Rebekah & Matt Planning Session 1
-
The Gap and the Gain by Dan Sullivan & Dr. Benjamin Hardy
-
The Gap and the Gain (Book Club)
-
The Family Budgeting Meeting
-
Blank Weekly Meeting Sheet
Disclaimer: Rebekah & Matt have agreed to have their financial planning sessions recorded & shared. They are not being paid for this session or paying for financial planning. If you are listening to this session, remember that the advice given to Rebekah & Matt is for them only, and should be considered education or entertainment for your purposes.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
Instagram | Facebook | LinkedIn
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Profit First by Mike Michalowicz tackles a common blindspot in businesses: financial clarity with a focus on making profit a priority from day one. By allocating funds for profit upfront, businesses ensure financial stability and sustainable growth, debunking the myth that profit is a dirty word.
Bri introduces the five foundational accounts recommended by the book: income, profit, owner's pay, taxes, and operating expenses. These accounts provide a clear framework for financial management, empowering entrepreneurs to thrive without compromising profitability.
Join Dr. Jay and Bri as they unravel the secrets to building a successful business while keeping profit at the forefront. Join next month for a review of Your Money or Your Life by Vicki Robin & Joe Dominguez.
Resources:
-
Profit First by Mike Michalowicz
-
Your Money or Your Life by Vicki Robin & Joe Dominguez
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Join Dr. Jay as he sits down with Laura Carroll, a pioneering figure in the childfree by choice community. Laura, renowned for her insightful books and advocacy, discusses her latest work, "A Special Sisterhood." This book delves into the lives of 100 different women throughout history.
In honor of Women's History Month, Laura and Dr. Jay explore the diverse experiences of women throughout history. They challenge societal norms and highlight the empowerment found in choosing a childfree lifestyle. Through candid conversation, they emphasize the importance of recognizing and amplifying the voices of women in our society.
Tune in to gain a deeper understanding of the childfree lifestyle and the significance of Women's History Month in acknowledging the myriad paths women choose. Join Dr. Jay Zigmont and Laura Carroll as they celebrate the remarkable sisterhood of women without children and their impact on history and society.
Resources:
-
A Special Sisterhood by Laura Carroll
-
Laura Carroll’s Website
- Laura's Instagram
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
You may have heard of the sandwich generation, but have you heard of the open face sandwich?
We use this term when referring to childfree people needing to take care of not only themselves, but their parents. If you’re childfree, it’s often assumed you can handle your parents.
Sometimes it can be hard to know what to do. In this episode, Bri & Dr. Jay dive into what it takes to care for parents and how you can start having that conversation.
Resources:
-
Questions to Ask Your Elderly Parents
-
Caring for Elderly Family Members
-
Childfree Estate Planning
-
Aging Life Care Association
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
"Hi, I'm Cianna and I'm going to die someday."
With this thought-provoking introduction, Cianna Stewart, founder of Dying Kindness prompts questions from those around her.
Today, Bri talks with her as she shares her unique perspective as a caregiver with extensive experience in navigating the complexities of death to the forefront. Drawing from her background working in HIV during the 1990s and her personal encounters with loss, Cianna shares invaluable insights on making key decisions now to ensure a gentler departure for ourselves and greater peace for our loved ones left behind.
In this episode, they explore the often-overlooked topic of death and how we can approach it with kindness and foresight. Regardless of the decision to not have children, embracing the reality of mortality & the impact that will be felt by those left behind can profoundly enrich our lives.
Tune in for a candid conversation on navigating the practical and emotional aspects of planning for death with grace and compassion.
Connect with Cianna of Dying Kindness below:
-
Dying Kindness Website (Death Binder download link can be found on the home page.)
-
Death Literacy course
-
Dying Kindness Facebook group
Additional Resources:
-
Childfree Estate Planning
-
Get your paperwork right, now! - Wills, Beneficiaries, Living Wills, POAs and more
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Join us as we explore the ins and outs of long-term care insurance with our special guest, Jill McNeill, a seasoned expert with over 14 years of experience in the field.
In this episode, she takes Dr. Jay through the world of long-term care insurance, breaking down the complexities and providing valuable insights. From standalone policies to hybrid options like life insurance and annuities, Jill guides us through the differences and helps demystify the jargon.
Discover why planning for long-term care early on can be crucial, and learn about the various triggers that affect your insurability. Whether you're considering long-term care for yourself or your aging parents, this episode offers practical advice and strategies to secure your financial future.
Resources:
-
Long Term Care Insurance
-
LLiS Long Term Care Insurance Quote
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Many individuals may delay or avoid estate planning altogether, but Bri and Dr. Jay make a compelling case for why it's essential regardless of parental status. Breaking down the components of estate planning, including wills, power of attorney, and living wills, you’ll hear what each entails and why they're vital for everyone, especially the childfree.
Throughout the episode, they emphasize the importance of taking action now rather than later. Discussing common misconceptions about estate planning, Bri and Dr. Jay highlight the potential consequences of neglecting this critical aspect of financial security.
Whether you're childfree by choice or circumstance, this episode will provide you with valuable insights and practical tips to ensure you're protected.
Resources:
- Get Your Paperwork Right Now! - Will, Living Will, & Power of Attorney
- Dying Kindess Death Binder
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The research on the childfree population is lacking. Drs. Jennifer Watling Neal & Zachary Neal are looking to change that. Working out of Michigan State University they’re the researchers behind one of the most well-known studies on the childfree population to date.
Throughout the conversation they dive into the intricacies of terms like "childfree" versus "childless" and the importance of accurate categorization. Discover the complexities of defining the childfree population, encompassing those who actively choose not to have children. Gain insights into their groundbreaking research framework, which considers circumstances and attitudes in categorization.
Their research has sparked interest and appreciation from those seeking validation of their childfree status. Tune in to challenge stereotypes and promote inclusivity in research and societal dialogue.
Learn more & connect with Drs. Jennifer & Zachary using the links below:
-
Study: One in five adults don’t want children - and they’re deciding early in life
-
Dr. Jennifer Watling Neal
-
Dr. Zachary Neal
-
Donate to Drs Neal's Childfree Research
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
Instagram | Facebook | LinkedIn
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode, you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®. Rebekah & Matt, were originally in the Portraits of Childfree Wealth book & agreed to have their financial planning process recorded and shared.
Resources:
- Forced Adulting
- Unpacking Money Guilt
- The Family Budgeting Meeting
Disclaimer: Rebekah & Matt have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning. If you are listening to this session, remember that the advice given to Rebekah & Matt is for them only, and should be considered education or entertainment for your purposes.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Discover how "The Gap and the Gain" challenges conventional thinking about success and happiness. Bri and Dr. Jay dissect the book's key concepts, from reframing perspectives on achievement to navigating the pitfalls of social media comparison.
As they share personal anecdotes and professional insights, Bri and Dr. Jay invite listeners to question their own attitudes towards success and fulfillment. Whether you're a high achiever striving for more or someone seeking validation in their current accomplishments, this episode offers valuable reflections on finding balance and embracing gratitude.
Stay tuned for the next book club pick, where Bri and Dr. Jay will dive into the world of small business finances with "Profit First."
Resources:
-
The Gap and the Gain by Dan Sullivan & Dr. Benjamin Hardy
-
Profit First by Mike Michalowicz
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss The Gap and the Gain by Dan Sullivan & Dr. Benjamin Hardy.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
Instagram | Facebook | LinkedIn
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Dr. Jay is joined by Sheri Johnson to unpack the nuances between being childfree and childless, drawing from Sheri's personal experience of transitioning from a fertility journey to embracing a childfree lifestyle. Sheri shares her journey of grappling with miscarriages, fertility challenges, and the pivotal decision that led her to redefine her path without children.
Through heartfelt dialogue, they explore the societal pressures surrounding parenthood, challenging stereotypes, and societal expectations. Sheri offers valuable insights into untangling one's desires from external pressures, empowering listeners to navigate their unique journeys with authenticity and self-awareness.
They delve into the intricate facets of self-worth, shedding light on the distinction between self-esteem and self-worth. They also discuss practical strategies for cultivating self-worth, emphasizing the importance of introspection, setting boundaries, and honoring one's authentic desires.
Connect with Sheri using the links below:
-
Instagram https://www.instagram.com/sherijohnsoncoaching/
-
Website sherijohnson.ca
-
Worthiness Quiz https://sherijohnson.ca/quiz/
Resources:
-
Unlearning the Standard Life Plan with Katy Seppi
-
Essential Retirement Planning for Solo Agers by Sarah Zeff Geber, PhD (Book Club)
-
Portraits of Childfree Wealth by Dr. Jay Zigmont, CFP®
-
The Worthy Project by Meadow Devoir
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
Instagram | Facebook | LinkedIn
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Today Bri brings her wife, Addie, to the mic as they dive into the delightful world of love, money, and yes, even chicken nuggets (Addie’s Version)!
From the get-go, the banter is lively as Bri and Dr. Jay set the stage for a candid conversation about relationships and finances. Addie adds an extra layer of warmth as she shares personal anecdotes and insights into their journey as a couple.
Together Bri and Addie offer their perspective on the joys and challenges of merging finances in a modern relationship. From reminiscing about the early days of their marriage to navigating financial disagreements with humor and grace, this episode is as entertaining as it is enlightening.
Don't miss out on this fun and engaging episode of Childfree Wealth - the perfect way to celebrate love and laughter this Valentine's Day! 💖
Resources:
-
The Financial Diet Podcast: A Divorce Lawyer On Prenups, Ugly Money Arguments, & What People Don’t Know About Divorce
-
Ep. 60: Childfree Midlife Crisis
-
Couples Weekly Meeting Sheet
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
Instagram | Facebook | LinkedIn
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Join Bri and Dr. Jay, CFP® as they embark on a rollercoaster ride through the perilous terrain of the boring middle—a place where budgets clash, impulses run wild, and chicken nuggets become the center of existential crises.
In this episode, they lift the curtain on the hidden dramas lurking beneath the surface of financial planning. From late-night panic texts over shoe purchases to heated debates about grocery budgets, they reveal the hilarious and heartwarming realities of managing money as a childfree couple.
But fear not, dear listener! Amidst the chaos, they share invaluable insights and belly laughs as they navigate the choppy waters of financial responsibility. With wit, wisdom, and a sprinkle of sarcasm, they show how even the most mundane moments can teach us profound lessons about control, communication, and the true cost of chicken nuggets.
So grab your popcorn (or chicken nuggets, if you dare), and get ready to join the fun-filled journey through the boring middle with the Childfree Wealth® podcast. Because when it comes to finances, who said it couldn't be entertaining?
Resources:
-
Book: Portraits of Childfree Wealth by Dr. Jay Zigmont, CFP®
-
Book: A Random Walk Down Wall Street by Burton G. Malkiel
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this captivating talk from FinCon 2023, join Dr. Jay Zigmont, CFP® as he delves into the often-overlooked financial landscape of the childfree community. Dr. Jay, known for his unique perspective as a childfree individual himself, takes the audience on a thought-provoking journey through his experiences and insights.
Dr. Jay starts by addressing the societal nuances surrounding being childfree by choice, sharing anecdotes about celebrating childfree life with a billboard in Times Square. He humorously navigates the differences between being childfree and proudly displaying it on a billboard, shedding light on the challenges and judgments faced by the childfree community.
As a financial planner, he highlights the absence of childfree considerations in traditional financial advice. Drawing from his personal journey, he discusses the lack of representation for childfree individuals in financial planning, emphasizing the need for tailored advice that goes beyond the assumption of pre or post-kid life and how the financial world can better serve childfree and permanently childless people.
For a complete list of resources mentioned in this talk, visit the page on our website & view the presentation here!
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Dr. Jay and Bri engage in a spirited discussion about their recent book club selection, "Who Cooked Adam Smith's Dinner?" by Katrine Marçal. While Bri selected the book, she acknowledges her disappointment after reading it. Meanwhile, Dr. Jay reveals his struggle with the book & ultimately the decision to not finish it.
Key takeaways include questioning the book's binary approach in reflecting modern relationships and workforce dynamics. Personal experiences are interwoven to challenge rigid gender roles. The discussion extends to investing, exploring parallels between ESG funds and acts of love or self-interest.
Resources:
-
Book: Who Cooked Adam Smith’s Dinner? by Katrine Marçal
-
Book: The Gap and the Gain by Dan Sullivan & Dr. Benjamin Hardy
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Get ready for the ultimate DINK math applications, including the potential for adopting 30 cats a year or splurging on that extra guac and third margarita because, hey, the sitter money is just waiting to be spent! With a dash of wit, a sprinkle of memes, and a whole lot of fun, this episode proves that being childfree doesn't mean being serious.
Join Dr. Jay and the dynamic duo from the Dinky pod, Erika and Kristen, in a hilariously unhinged episode that unveils the wild world of DINK math. If you're childfree and craving laughter mixed with financial wisdom, these self-proclaimed "unhinged childfree besties" have got you covered.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Connect with Erika & Kristen on the DINKY podcast or by visiting their Instagram!
Resources:
- YouTube: This Week in Childfree
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
Instagram | Facebook | LinkedIn
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Picture this: Dr. Jay running a maple syrup farm and selling stuff on eBay because he had no clue what to do after achieving his goals. That’s exactly what happened when he hit the childfree midlife crisis - the time when you hit your personal, professional, & financial goals.
When working through this with clients, there’s no one-size-fits all guide for childfree folks facing this crisis. The episode takes a heartwarming turn as Dr. Jay puts Bri on the spot with three powerful life questions. Spoiler alert: it gets emotional, and you'll want to grab some tissues. The vulnerability is real as they explore dreams, regrets, and the changes needed to live a more fulfilled life.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. With new episodes each week, you’re bound to gain new information & insight to help you in your life and financial planning journey.
Resources:
-
Podcast: I’ll Make You Quit Your Job
-
Podcast: Unpacking Money Guilt
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
Instagram | Facebook | LinkedIn
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss flashing red lights - issues that require attention.
They cover various topics, including estate planning, budgeting, debt, disability insurance, the complexity of mixing investment strategies, and the importance of understanding taxes. You’ll also hear them touch on the challenges of caring for aging parents and the risks of being underinsured. The episode emphasizes the need for proactive financial planning and offers insights to help listeners navigate potential pitfalls.
Resources:
- Article: Get your paperwork right, now! - Wills, Beneficiaries, Living Wills, POAs and more
- Free Course: 8 No-Baby Steps Course
- Podcast: Ep. 36: 8 No-Baby Steps
- Article: The time to plan for a disability is NOW
- Website: Freelancers Union Disability Insurance
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
Instagram | Facebook | LinkedIn
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Dr. Jay talks with Cody Garrett, CFP®, of Measure Twice Money.
They’ll explore the common misconceptions about financial planning and abolish the idea that it's all about choosing investments. Cody shares his unique approach, emphasizing the importance of gaining clarity and confidence in understanding how your money aligns with your life, not someone else's. They discuss the pitfalls of DIY financial planning and when it might be the right time to call a professional.
The conversation takes an interesting turn as we delve into the world of cash management and budgeting. Cody unveils a creative approach to rethinking budgeting by focusing on the subjective value of experiences rather than the dollar amounts.
Listen in for an engaging and thought-provoking discussion that challenges conventional financial wisdom and encourages you to become a master of your finances.
Connect with Cody at www.MeasureTwiceMoney.com!
Other Resources:
-
The Simple Path to Wealth by JL Collins
-
Retirement Planning Education Facebook Group
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
Instagram | Facebook | LinkedIn
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay give tips on how to get started on your financial journey in 2024.
Bri starts by emphasizing giving yourself grace and encourages you to appreciate the emotional aspects of your financial journey. From there, they continue with practical advice that includes calculating net worth, evaluating income and expenses, and creating realistic budgets. The episode ends with Dr. Jay advocating for continuous learning both in life & finances.
If you’re ready to get started on your financial journey, join Bri for a FREE Kickstart Your 2024 Money Journey Q&A on January 10, 2024 here!
Resources:
+ The Gap & the Gain by Dan Sullivan with Dr. Benjamin Hardy
+ Profit First by Mike Michalowicz
-
What Is the Money Management System?
-
Childfree Wealth Academy
-
Schedule a meeting here!
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
Instagram | Facebook | LinkedIn
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. After nearly a year of training, Bri is now a Childfree Wealth Specialist & is set to start taking on her own clients.
You’ll hear more about her experience & insights as the conversation dives into the emotional aspects of financial planning, highlighting the importance of addressing clients’ worries and anxieties. Bri discusses her journey, the challenges of discussing feelings, and the unexpected emotional depth of financial planning. Dr. Jay emphasizes the significance of behaviors and emotions in financial success and the role of Childfree Wealth Specialists as supportive guides.
If you’re interested in talking more with Bri & in need of 1-on-1 financial planning, be sure to connect with Bri at the link below.
Resources:
- Schedule a free consultation call here!
- Podcast: Ep. 46 Unpacking Money Guilt
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. This week, Bri & Dr. Jay review Get Good with Money by Tiffany Aliche, the Budgetnista.
Bri appreciates that Aliche starts the book by pointing out that learning about money will come with growing pains. Together they highlight the book’s structured approach to financial wellness & appreciate the in-depth coverage of often overlooked topics. You’ll hear their differing views on the book's approach to saving and investing, particularly regarding getting out of debt while stressing the importance of a solid financial foundation. Meanwhile, they praise Aliche’s advice on building a team of financial professionals to help guide & assist you.
Listen in as they review Who Cooked Adam Smith's Dinner? next month.
Resources:
- Get Good with Money by Tiffany Aliche
- Who Cooked Adam Smith’s Dinner? by Katrine Marçal
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay bring an end to the assumption that they’re married while discussing how the lack of diversity contributes to an abundance of misogyny in the financial industry.
They’ll discuss the challenges they face working together & hosting a podcast as a male-female duo and challenge traditional gender roles. Meanwhile, they’ll explore how traditional stereotypes have impacted the industry & the financial and time commitments that can make breaking into the financial industry difficult. Discover their commitment to breaking barriers, supporting diversity, & their vision for a more inclusive financial industry.
Resources:
- Childfree Wealth’s Guiding Principles
- New Legacy Institute
- CFP® Professional Demographics
- CFP® Board Scholarships
- BLX Internship Program
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss the concept of forced adulting.
The concept of forced adulting came from a client. As Dr. Jay walked through the financial planning process with them, they referred to it as forced adulting. Simply put, it’s accountability in getting done the things you need to do. When working with clients, each month we focus on one or two things allowing clients to complete tasks without feeling too overwhelmed. While these tasks can be completed on your own, sometimes it’s easier to have professional help to answer questions & provide accountability.
Resources:
- FREE 8 No-Baby Steps for Childfree People Course
- 8 No-Baby Steps Podcast
- What is the Money Management System?
- Money Management System Free Template
- Get your paperwork right, now! - Wills, Beneficiaries, Living Wills, POAs and more
- Death Binder by Dying Kindness
- 7 Questions to Ask Aging Parents
- Caring for Elderly Family
- The Sabbatical - A tool to recenter & find yourself.
- How Do Taxes Work for Childfree People?
- What is the difference between tax planning & tax filing?
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. Join as they discuss Essential Retirement Planning for Solo Agers by Sara Zeff Geber, PhD.
While Bri thinks the title is a bit misleading, and discusses the emphasis placed on couples. She challenges the notion that those in dual-income households will eventually be solo agers, noting the resource disparities between DINKS and true soloists. Dr. Jay gets caught in the introvert-extrovert battle when it comes to community building & the ethical dilemma of depending on friends to care for you. Throughout the book you’ll find three common themes: community, health, & planning. While you may not be actively thinking about aging, Dr. Geber has also provided a variety of resources that can be helpful in preparing for the future.
Resources from the book:
- Book: Essential Retirement Planning for Solo Agers by Sara Zeff Geber, PhD
- Sara’s Website
- Courageous Aging: Your Best Years Ever Reimagined by Ken Druck
- A Longer Life is Lived with Company by Elizabeth Pope, NY Times, September 11, 2012
- 55+ Places (55+ Communities)
- The Co-Housing Association of America
- Silvernest
Read next month's book with us, Get Good with Money by Tiffany Aliche!
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Dr. Jay talks with Lindsay Bryan-Podvin of Mind Money Balance.
She is a financial therapist in Michigan, author of The Financial Anxiety Solution, & creator of the brand, Mind Money Balance. She explores the emotional side of money, tackling anxiety, guilt, and the pursuit of happiness through increased income. Lindsey offers practical strategies for navigating financial survivor guilt without resorting to transactional solutions, especially for childfree individuals challenging societal norms. Toward the end, Dr. Jay asks the question so many childfree people get, “What if you regret it?”
Connect with Lindsay:
- Mind Money Balance Website
- Instagram (@mindmoneybalance)
- YouTube (Mind Money Balance)
- The Financial Anxiety Solution workbook
- What’s Your Financial Archetype Free Quiz
Other Resources:
- Childfree Wealth Podcast Ep. 46: Unpacking Money Guilt
- Prevalence and characteristics of childfree adults in Michigan
- Desire for Children Still Norm in U.S.
- Do people actually regret not having children? Possibly not
- A fifth of German parents regret parenthood
- I should not have had a child: Development and validation of the Parenthood Regret Scale
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay celebrate 50 episodes, recap FinCon, & discuss meeting in person for the first time.
You’ll hear about their experience at FinCon, a conference for financial content creators, & what it was like to meet in person for the first time. They dig deep touching on moments of disagreement, personal growth, and the passion they invest in helping childfree individuals navigate their finances. Listen as they discuss the unique aspects of childfree finances often overlooked in traditional financial planning, challenging the existing narrative.
Resources:
- FinCon
- This is Not Financial Advice
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss the first course in the CERTIFIED FINANCIAL PLANNING™ series of courses.
While Bri is currently an Investment Advisor Representative, she’s decided to work towards earning the CFP® designation. This process is made up of the “4 E’s”, including education, exam, experience, & ethics. The education component requires one to hold a Bachelor degree & complete specific financial planning coursework from a CFP® Board Registered Program. This episode covers the first course, Introduction to Financial Planning.
Resources:
- The CFP® Certification Process
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Dr. Jay talks with Lisa Jansen, author of the book, Life Done Differently.
In 2017, at age 33, Lisa started asking the questions, “Do I want marriage and kids? If not, what else is there?” This led her to quit her job to live and travel in her camper van for four and a half years around New Zealand. Eventually she decided kids aren’t for her & she’s a happy soloist. Now she works as a consultant and writer while continuing to travel & live a life valuing freedom, adventure, and financial security.
Connect with Lisa Jansen at www.lifedonedifferently.com or on Instagram (@lifedonedifferentlynz) & Facebook (Life Done Differently). Order her book, Life Done Differently, on Amazon or Barnes & Noble.
Other Resources:
- We Are Childfree Community
- Childfree Wealth Podcast Ep. 16: Unlearning the Standard Life Plan with Katy Seppi
- Childfree Wealth Podcast Ep. 30: Book Club - Die With Zero
- A Family of One: The Ascendance of Solo Households White Paper by Fidelity
- The Sabbatical - A tool to find and recenter yourself.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss key takeaways from The Psychology of Money by Morgan Housel.
One of the primary takeaways is the hidden indicator of true wealth is freedom and flexibility. Managing your finances isn’t just about the numbers; it’s about what you can do with your money that truly matters. You’ll be reminded that while you won’t always be rational with money, it’s okay to instead focus on being reasonable. As part of this you’ll need to determine when enough is enough & come up with a way to manage your finances that lets you sleep at night.
Listen in as they further discuss these key takeaways & come back next month for a review of Essential Retirement Planning for Solo Agers by Sara Zeff Geber, PhD. If you have a book you’d like reviewed, let us know in the comments or email us at podcast@childfreewealth.com.
Resources:
The Psychology of Money by Morgan Housel https://a.co/d/3joCFt4
I’ll Make You Quit Your Job https://childfreewealth.buzzsprout.com/2002436/13585924
Essential Retirement Planning for Solo Agers by Sara Zeff Geber, PhD https://a.co/d/dlC4JhL
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss money guilt.
Dr. Jay kicks off the conversation by discussing his upbringing and the notion of the "rent and ramen" phase, where you just have enough to cover your basic needs. However, even when you've achieved financial success, breaking free from the constant work ethic can be a daunting task. Bri, on the other hand, shares her journey from growing up with financial security to developing money guilt despite her privilege.
Together, they unravel the complex emotions tied to money guilt, from feeling unworthy of enjoying the fruits of your labor to the pressure of repaying the ones who supported you. They also shed light on how societal norms, like the Protestant work ethic, can make it difficult to transition into a more fulfilling life, even after achieving financial success.
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri talks with Sibu from Go Global with Sibu on Instagram.
In 2006 at 17 years old, Sibu moved to Guangzhou, China, without speaking a word of Chinese. Since then she’s been traveling the world solo. A self described “global citizen, foodie, and fan of everything the world has to offer,” she helps people learn how to take advantage of free travel & move abroad. No “rich parents, s()g@r d@ddies or hidden boyfriends” required.
Through Instagram, Sibu shares her travels & childfree life. Making the decision to be voluntarily sterilized she discusses what the process looked like & how long it took to complete. In this episode she shares the scrutiny she had to endure & how she knew it was the right step for her.
Resources:
Website: www.thehybridtours.com
Instagram: https://instagram.com/thehybridtours
Other socials: @GoGlobalWithSibu
Website: www.goglobalwithsibu.com
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss investment fees.
They'll leave you wondering if you've been unknowingly paying exorbitant fees for your investments. Bri's passionate reaction to these fees will resonate with anyone who's felt taken advantage of. Dr. Jay breaks down the shocking numbers and reveals the hidden costs that could be eating away at your wealth. Get ready for a reality check on fees and discover how you can take control of your financial future.
Activity: Look up your investment fees by ticker symbol using Morningstar or YahooFinance! List out your total investment along with the following fees if applicable: front load, deferred loan, expense ratio, 12b-1, & management if you have actively managed funds. Multiple your total investment by the fee percentage to get your fee in dollars. Ideally you’d be paying less than 0.2% in fees with the exception of 401k which are actively managed.
Resources:
Ep. 43: Book Club - The Little Book of Common Sense Investing
SEC Alerts - How Fees and Expenses Affect Your Investment Portfolio
Capital Group American Funds Share Class Pricing Details
American Funds AMCAP A, AMCPX
Edward Jones Account Costs and Fees
Look up your fees on Morningstar or YahooFinance!
Start learning to invest on your own with our savings & investing course!
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss the Little Book of Common Sense Investing by John C. Bogle.
Bogle, the creator of Vanguard revolutionized the investing landscape with the creation of index funds. Using index funds, investors can embrace a simple, low cost way of managing & growing their wealth. Listen as Bri & Dr. Jay breakdown key concepts like asset allocation, fees, & discuss the generational differences of investing using active & passive methods. Dr. Jay even challenges traditional wisdom when it comes to investing for those who plan to die with zero.
Get ready to embrace a simple, effective, & stress-free approach to growing your wealth. Join Bri & Dr. Jay as they give helpful guidance on your journey to financial freedom!
Resources:
- Book - The Little Book of Common Sense Investing by John C. Bogle
- Book - The Psychology of Money by Morgan Housel
- Podcast - Ep. 39: Think and Grow Rich
- Podcast - Ep. 34: The Simple Path to Wealth
- Podcast - Ep. 30: Die With Zero
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss quitting your job.
Many clients have come to us burnout with their job or simply wanting to make a change. After being in multiple client meetings, Bri started to notice a trend. If someone said they were unhappy with their job, Dr. Jay would tell them to make a change often in the form of quitting their job. After a few conversations, Bri jokingly said Dr. Jay’s new tag line should be “I’ll make you quit your job.” While they don’t recommend quitting your job on a whim, with the right financial plan, it is possible to leave a job you don’t like.
Are you needing to make a change? Listen as they discuss things to think about when it comes to changing your career & quitting your job.
Resources:
- Podcast - Ep. 29 Let’s Talk Pride with Ashley Maready
- Podcast - Ep. 33 The Gardener & the Rose with Heather & Scott
- Podcast - Ep. 20 Breaking Free from the 9-5: FIRE vs. FILE
- Article - Choosing the FILE Lifestyle - Financial Independence, Live Early
- Article - The Gardener & the Rose
- Article - The Sabbatical
- Website - Make My Move
Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Dr. Jay talks with childfree content creator, Tiffany J. Marie about advocating for the childfree community.
They discuss the challenges of handling negative comments and judgements in the childfree space, both online and offline. Then they dive into the significance of International Childfree Day and the need for greater recognition and inclusion of the childfree demographic in marketing and everyday life. Tiffany highlights the disconnect between businesses targeting parent content creators while hesitating to work with childfree content creators.
Listen to the conversation as they explore how society can become more inclusive of this diverse and growing community.
Connect with Tiffany J. Marie here!
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss ESGs.
ESGs investing, short for Environmental, Social, Governance, is based on the concept of avoiding companies that include oil, weapons manufacturing, & exploit child labor. It has gained traction over the years by those looking to be socially conscious in their investments. However, it hasn’t all been smooth sailing. Not only have ESGs historically shown lower returns, opponents of ESGs & trying to prevent advisors from discussing them.
Resources:
Investing for Good
ESG Strategies
Investing 101
Invest in What You Understand
Where to Hold Investments
How Investments Impact Your Financial Plan
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss Think & Grow Rich by Napoleon Hill for their August book club selection.
Written by Napoleon Hill and published in 1937, Think & Grow Rich is the original motivation book where many of today’s motivational content comes from. Hill met with millionaires of the time, asking questions such as “What makes a winner,” and discussing how you find one’s definite purpose in life.
Join us for next month’s read, The Little Book of Common Sense Investing by John C. Bogle. Have a book suggestion? Let us know!
Resources:
Think & Grow Rich by Napoleon Hill
The Little Book of Common Sense Investing by John C. Bogle
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss how investing impacts your financial plan.
This podcast is part of a larger series on investing. When it comes to investing, people often can feel overwhelmed. While investing itself can be simple, it does take time to understand it. In this specific episode, they discuss how investing impacts your financial plan. Knowing the implications of the investments you make can help you save on taxes, headaches, & fees.
Resources:
Podcast: Ep. 31: Investing 101
Podcast: Ep. 32: Invest in What You Understand
Podcast: Ep. 37: Where to Invest
Article: Choosing the FILE Lifestyle - Financial Independence, Live Early
Book: The Simple Path to Wealth by JL Collins
Podcast: Ep. 34: The Simple Path to Wealth
Podcast: Ep. 33: The Gardener & the Rose with Heather & Scott
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay continue their discussion on investing & dig deeper into where you should be investing.
If you haven’t already, listen to Investing 101 & Invest in What You Understand. Through a quiz format, Dr. Jay asks Bri to explain different accounts. With a variety of accounts available, it’s important to understand the different types of accounts, the tax implications, & when you can access your money.
Resources:
2023 Important Tax Numbers
Podcast: Investing 101
Podcast: Invest in What You Understand
Course: Saving & Investing
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss the 8 No-Baby Steps.
Knowing where to start when it comes to finances can often be confusing & stressful. The 8 No-Baby Steps were designed to be a financial roadmap for childfree individuals. To help you get started on your financial journey, we’ve created a free 8 No-Baby Steps course.
8 No-Baby Steps
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Build a starter emergency fund of one month of expenses.
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Get out of debt.
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Build a three to six month emergency fund.
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Save & invest towards your goals.
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Get your insurance right.
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Estate Planning
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Plan for Mom & Dad
-
Die With Zero
Resources:
Course: Free 8 No-Baby Steps Course
Podcasts: Investing 101 & Invest in What You Understand
Book: The Simple Path to Wealth by JL Collins
Course: Saving & Investing
Podcasts: Anna & Grant Planning Series
Website: Trust & Will
Podcast: June Book Club - Die With Zero
Book: Die With Zero by Bill Perkins
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Twitter: https://twitter.com/childfreewealth
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Dr. Jay talks with LeNora Faye & Cody Hetzel to celebrate the 50th anniversary of International Childfree Day!
LeNora is a childfree lifestyle advocate, speaker, and moderator who creates global platforms, both public and private, for people who are choosing not to birth or raise children. She is a co-host of the international podcast and web series, Childfree Girls and serves as PR manager and co-moderator for Childfree Convention.
Cody is the creator of the micro-networking site Childfree Family, where he launched the first interactive map to help childfree people find others around the world. Cody serves as speakers bureau and co-moderator for Childfree Convention.
Throughout their conversation with Dr. Jay you’ll hear about the beginning & the history of International Childfree Day. The three of them share what it’s like being part of the childfree community and the different struggles they’ve faced.
Resources:
Website: International Childfree Day
Website: Childfree Convention
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Twitter: https://twitter.com/childfreewealth
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss The Simple Path to Wealth by JL Collins.
Each month Bri & Dr. Jay discuss a different book. For the month of July, they discuss Collins’s ever-popular book about investing. Before writing this book, he shared his investing mistakes on a blog & in letters to his daughter. After gaining popularity, the book was born. If you’ve been around the FIRE community, you likely know about his famous VTSAX and chill method of investing. In this podcast, Bri & Dr. Jay share their reactions to the book along with some investing insight.
Resources:
Book: The Simple Path to Wealth by JL Collins
Book: The Little Book of Common Sense Investing by John C. Bogle
Book: A Random Walk Down Wall Street by Burton G. Malkiel
August Book Club: Think and Grow Rich by Napoleon Hill
Course: Saving & Investing
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Twitter: https://twitter.com/childfreewealth
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Dr. Jay talks with Heather & Scott.
As DINKs they embrace the gardener & the rose approach to life where one person is growing while the other is supporting. For them, this meant that after 10 years of being employed by the state, Heather started seeking a new challenge. This led to her leaving her career & pursuing her dream of being an author. Throughout you’ll hear the concerns she had, how their relationship has grown, & the advice they’d give to other couples looking at doing something similar.
Find Heather here:
Instagram: @hkmacleanwrites
Website: www.hkmaclean.com
Twitter: @hkmaclean
Resources:
Website: NaNoWriMo
Article: The Gardener & the Rose
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss different investment options to help you understand what they are.
You’ll hear Dr. Jay give Bri a quiz on the different types of investments & gain a better understanding of your options. Whenever it comes to investing, you should always understand what you’re investing in. Investment options can include stocks, bonds, mutual funds, ETFs, real estate & other alternative investments. Understanding what these are & how they work for you is essential.
Resources:
Podcast: Ep. 31: Investing 101
Book: The Little Book of Common Sense Investing by John C. Bogle
Book: A Random Walk Down Wall Street by Burton G. Malkiel
Course: Saving & Investing
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss all things investing.
Throughout the episode, you’ll learn the number one rule of investing and some things to watch out for. When it comes to investing there are three things you need to understand: where you’re investing, what you’re investing in, & how it impacts your finances. Be on the lookout as we dig more into each of these topics over the next couple of months.
Resources:
Podcast: Silicon Valley Bank & Protecting Your Money
Book: The Simple Path to Wealth by JL Collins
Book: The Little Book of Common Sense Investing by John C. Bogle
Book: A Random Walk Down Wall Street by Burton G. Malkiel
Course: Saving & Investing Course
Website: Advice-Only Network
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, PhD, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss the book “Die With Zero” by Bill Perkins.
You’ll hear some of their greatest takeaways as well as Bri’s initial reaction to the book. Although the book isn’t a childfree book, it provides a great concept for how to balance your life when you have different amounts of time, money, & health.
Next Month’s Book: The Simple Path to Wealth by JL Collins
Resources:
Book: Die With Zero by Bill Perkins
Podcast: Childfree Wealth Ep. 20 Financial Independence Live Early
Course: Starting a Business
Course: Career Choices
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, PhD, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri talks with Ashley Maready about what it’s like being LGBTQIA+ in America.
Together they share their individual stories of realizing they’re queer & coming out publicly. They discuss a few numbers related to being LGBTQIA+ and share what you can do to be a supportive ally.
Connect with Ashley here!
Resources:
Article: The Financial Health of Same-Sex Couples & LGBTQ Americans
Article: 3 Ways to Fight the LGBTQIA+ Wage Gap
Article: Here Are 6 Home Buying Tips for LGBTQIA+ Buyers
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Free Student Loan Q&A! Get your questions answered regarding the restart of Federal Student Loans on Tuesday, June 20, in our free Q&A. Sign up here, space is limited!
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, PhD, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Dr. Jay talks with Ashley Maready on what it means to be a soloist.
A museum curator turned full-time freelancer she now spends her time writing & editing for different clients. After paying off $25,000 in debt in seven months she’s focused on building up savings to purchase a home for her and her three cats. Listen as she shares the joys and challenges of what it means to be the sole provider for yourself.
Resources:
Article: 11% of Americans Over 55 are Childfree
Podcast: Childfree Wealth Ep. 16 Unlearning the Standard Life Plan
Article: A Family of One: The Ascendence of Solo Households
Article: Disability Insurance
Book: Die With Zero by Bill Perkins
Article: Estate Planning
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Anna (from We’re Not Kidding) and her husband, Grant, agreed to have their financial planning process recorded and shared. Get a rare look behind the scenes of what it is like to work with a CFP® professional. This is the sixth session. Here is the first session, second session, third session, fourth session, & fifth session.
In this session, we walk through business planning. Anna is a Childfree Life Coach who works with women struggling to make the decision on whether or not they want to be childfree. As her business grows, she needs to have a plan. Together with Dr. Jay she’s able to map out what this will look like going forward & how that will impact their finances.
Disclaimer: Anna and Grant have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning with Dr. Jay. If you are watching this session, remember that the advice given to Anna and Grant is for them only, and should be considered education or entertainment for your purposes.
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Have federal student loans? Join our free student loan Q&A on June 20th to get all your questions answered. Space is limited so sign up today!
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, PhD, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss the latest information regarding federal student loans as of June 7, 2023.
With federal student loan payments restarting soon, now is the time to prepare. Figure out where your loans are located, your estimated monthly minimum payments, & when you’ll need to start repaying them.
Resources:
Free Live Webinar: June 20th Free Student Loan Q&A
Website: Federal Student Aid
Website: Student Loan Planner Calculator
Fact Sheet: Transforming Income-Driven Repayment
Website: Free Credit Report
Course: Financial Foundations
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Disclaimer: Anna and Grant have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning with Dr. Jay Zigmont, PhD, MBA, CFP®. If you are watching this session, remember that the advice Dr. Jay is giving to Anna and Grant is for them only, and should be considered education or entertainment for your purposes.
For previous sessions in this series click here: Session One, Session Two, Session Three, & Session Four
In this episode, you’ll hear what it’s like to be in a real financial planning situation with Dr. Jay Zigmont, CFP®. This is Anna & Grant’s fifth session. Before coming to this session, they visited an insurance salesperson looking to purchase disability insurance. Instead, they were sold life insurance, an often unneeded product for many childfree individuals.
To schedule your own no-cost 60-minute introductory meeting, click here.
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, PhD, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, the Bri & Dr. Jay delve into the topic of Long Term Care (LTC), discussing when to start thinking about it, what to do about it, the different options available, and the cost of long term care.
As people age, the likelihood of needing long term care increases. Long term care can refer to a range of services and support. However, long term care can be costly, and without proper planning, it can deplete one's retirement savings and other assets.
Listeners can expect to gain a better understanding of the importance of planning for long term care, long term care insurance, and the potential costs involved. This episode is ideal for anyone who wants to learn more about long term care and how to prepare for it.
Resources:
Long Term Care Article: https://childfreewealth.com/blog/long-term-care-childfree
Long Term Care Course: https://childfreewealth.com/course/long-term-care
Get a Long Term Care Insurance Quote: https://llis.com/allis/quote/long-term-care
*Childfree Wealth is not affiliated with LLiS and does not receive any sort of compensation or commission for any insurance purchased through the link above.
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast
Disclaimer: Anna and Grant have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning with Dr. Jay. If you are listening to this session, remember that the advice Dr. Jay is giving to Anna and Grant is for them only, and should be considered education or entertainment for your purposes.
For previous sessions in this series, click here: Session One, Session Two, & Session Three
In this episode, you’ll hear what it’s like to be in a real financial planning situation with Dr. Jay Zigmont, CFP®. This is Anna & Grant’s fourth session. During this meeting, Dr. Jay digs more into employee benefits with Anna & Grant. In addition, they also review what it’s been like following a budget for the last month. Although this is the fourth meeting, this is their first month following a budget. The first month never goes perfect. They further talk about balancing dining out, spending, and goals (such as travel). It is possible to be on a budget and still travel, it just takes a bit of planning.
To schedule your own no-cost 60-minute introductory meeting, click here.
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Childfree Wealth Podcast is a show hosted by Bri Conn and Dr. Jay Zigmont, PhD, CFP®, focusing on finances for childfree and permanently childfree individuals. The show covers a wide range of financial topics, including budgeting, investing, saving, and planning for the future. In this episode, Bri and Dr. Jay use their expertise and experience to provide listeners with practical advice and strategies for building wealth and achieving financial independence.
You can expect to gain a deeper understanding of how to navigate the unique financial challenges and opportunities that come with being childfree. Whether you are just starting your financial journey or are already well on your way to achieving your goals, this episode offers valuable insights and actionable advice to help you build wealth and secure your financial future.
Resources mentioned:
The Simple Path to Wealth by J L Collins
Little Book of Common Sense Investing by John C. Bogle
A Random Walk Down Wall Street by Burton G. Malkiel
Money Management System Spreadsheet
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Disclaimer: Anna and Grant have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning with Dr. Jay Zigmont, PhD, MBA, CFP®. If you are watching this session, remember that the advice Dr. Jay is giving to Anna and Grant is for them only, and should be considered education or entertainment for your purposes.
For previous sessions in this series, click here: Session One & Session Two
In this episode, you’ll hear what it’s like to be in a real financial planning situation with Dr. Jay Zigmont, CFP®. This is Anna & Grant’s third session. Prior to this session, they complete homework such as selling a car & seeing if they can get rid of PMI(Private Mortgage Insurance). In this session, we dive deeper into their goals and refine their budget. The first month of budgeting is always a bit of a challenge, and Anna and Grant started budgeting over the holiday.
To schedule your own no-cost 60-minute introductory meeting, click here.
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Childfree Wealth Podcast is a show hosted by Bri Conn and Dr. Jay Zigmont, PhD, CFP®, focusing on finances for childfree and permanently childfree individuals. During the month of May, they are the topics of financial independence & retirement.
In this episode, they explore the concepts of FIRE (Financial Independence Retire Early) and FILE (Financial Independence Live Early) and how they differ. While both are rooted in financial independence, FIRE is focused on retiring early and FILE is focused on achieving financial independence in order to live life on your own terms, regardless of age.
Resources mentioned:
Standard Life Plan Episode with Katy Seppi
Retirement or FILE Episode
FIRE vs. FILE - Finding what is right for you.
Childfree F.I.R.E. (Financial Independence Retire Early)
Simple Path to Wealth
Portraits of Childfree Wealth
Die With Zero
The Gardener & the Rose
The Sabbatical
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Disclaimer: Anna and Grant have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning with me. If you are watching this session, remember that the advice I am giving to Anna and Grant is for them only, and should be considered education or entertainment for your purposes.
For previous sessions in this series click here: Session One
In this episode, you’ll hear what it’s like to be in a real financial planning situation with Dr. Jay Zigmont, CFP®. This is Anna & Grant’s second session. Prior to this session, they completed the Childfree Wealth annual assessment, a deep dive into everything financial. The meeting starts with a review of their assessment and then pick up work on their goals & review the Money Management Budgeting system. This system breaks expenses up into musts, shoulds, clouds, and won’ts. Musts are everything that keeps the roof over your head (or you are required to spend). Shoulds are things that you should pay each month (doing the right thing). Coulds reflect truly discretionary spending.
To schedule your own no-cost 60-minute introductory meeting, click here.
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Welcome to the Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, PhD, CFP®. This month, we'll be discussing retirement in the United States as it pertains to childfree individuals. We'll explore how the traditional retirement plan that we are taught from a young age doesn't fit childfree individuals and why retirement is a choice for us.
As childfree individuals, instead of following the Standard Life Plan, we have the option to choose a different path. Instead of pursuing retirement we can pursue FILE or Financial Independence Live Early as an alternative. We'll delve into what FI or Financial Independence means and how it can be achieved prior to the typical retirement age of 65.
Join us this month as we dive into the topic of retirement for childfree individuals and discover how you can achieve Financial Independence Live Early. Tune in to the Childfree Wealth Podcast, where we empower childfree individuals to live a wealthy and fulfilling life.
Resources mentioned:
Am I spending too much or saving too much? https://childfreewealth.com/blog/spending-saving-too-much
Childfree Retirement https://childfreewealth.com/blog/childfree-retirement
Choosing the FILE Lifestyle https://childfreewealth.com/blog/file-lifestyle
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
In this episode, you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®.Anna (from We're Not Kidding) and her husband, Grant agreed to have their financial planning process recorded and shared.
In this introductory meeting, Dr. Jay’s goal is to get to know Anna & Grant and understand what matters to them. While each couple has their own story, Grant and Anna were very similar to many of the couples Dr. Jay works with. Childfree couples often get to a point where they can make different choices with their careers, life, and what they want their future to look like. Grant got a great new job, and Anna is starting a new business. It is a time of transition for them, and that is when people are ready to learn.
Spoiler alert: Grant and Anna openly talk about how to find a balance in a Childfree couple. We dive into goals, meaning, and how your net worth does not equal your self worth. They are a great couple and are working on the challenges and benefits of embracing an approach like the Gardener and the Rose.
Disclaimer: Anna and Grant have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning with me. If you are listening to this session, remember that the advice I am giving to Anna and Grant is for them only, and should be considered education or entertainment for your purposes.
To schedule your own no-cost 60 minute introductory meeting, click here.
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
In this episode of Childfree Wealth Podcast, hosted by Dr. Jay Zigmont, PhD, CFP, invites special guest Katy Seppi, founder of The Childless Collective, to discuss the societal pressure to follow the standard life plan of going to college, getting married, buying a house, having kids, retiring, and passing on assets to the next generation.
Katy shares her experience of growing up in a Mormon community, where having children was expected and considered a crucial aspect of life. She discusses her infertility journey & the emotional process it took on her.
In the podcast, Katy emphasizes that not having children does not make her life any less fulfilling, and that individuals have the ability to create a life that aligns with their unique circumstances and desires. The discussion also delves into the financial, mental, & emotional considerations and benefits of being childfree, including the ability to save and invest more for personal goals and experiences. Join Katy & Dr. Jay as they dig more into this often overlooked topic.
Katy Seppi
Follow Katy on Instagram: https://www.instagram.com/childlesscollective/
Learn more about The Childless Collective: https://childlesscollective.com
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
LinkedIn: https://www.linkedin.com/company/childfree-wealth/
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Welcome to the Childfree Wealth Podcast, hosted by Dr. Jay Zigmont, PhD, CFP®. In this episode, Dr. Jay engages in a thought-provoking conversation with Katy Seppi, the founder of The Childless Collective, a community for women & non-binary individuals dedicated to fostering friendship, connection, healing, hangouts, conversation, and inspiration among childless individuals.
During the podcast, Dr. Jay and Katy delve into the nuances and terminology between being childfree & childless. They explore the distinct experiences and challenges faced by each group and discuss the societal norms and expectations surrounding parenthood.
Katy shares her personal journey and the motivation behind creating The Childless Collective, a safe and supportive space where individuals who are childless can connect, heal, and find inspiration. Join Dr. Jay and Katy as they share their wisdom, experiences, and inspiration on this important topic.
Resources mentioned:
Katy Seppi
Follow Katy on Instagram: https://www.instagram.com/childlesscollective/
Learn more about The Childless Collective: https://childlesscollective.com
Visit The Childless Men’s Community on Facebook: https://www.facebook.com/groups/childlessmenscommunity/
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Welcome to Childfree Wealth Podcast, where we talk about financial planning for those who have chosen to live a childfree life. In this episode, we're discussing the recent Silicon Valley Bank bank run and what it means for your finances. Our hosts, Bri Conn and Dr. Jay Zigmont, CFP®, will be sharing their insights and tips on how to protect your wealth in uncertain times.
The Silicon Valley Bank bank run was a wake-up call for many individuals, as they saw how quickly things can go wrong in the financial world. In this episode, we'll be discussing what happened and why it matters. Our hosts will also be sharing their thoughts on how to navigate uncertain times and keep your finances safe.
We'll also be talking about the importance of keeping cash on hand, even in a world where digital payments are becoming increasingly common. Our hosts will be sharing their tips on how much cash to keep on hand and where to store it to protect your finances.
Finally, we'll be discussing the importance of the internet in banking transactions, including online transfers and Venmo. While digital payments are convenient, they also come with risks, especially in times of internet outages. Our hosts will be sharing their tips on how to protect your finances when the internet goes down and how to stay vigilant against fraud.
So whether you're childfree and looking to protect your wealth, or just interested in financial planning in uncertain times, this episode is for you. Tune in now to hear Bri Conn and Dr. Jay Zigmont, CFP®, discuss the recent Silicon Valley Bank bank run and share their tips on how to keep your finances safe.
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
Facebook: https://www.facebook.com/ChildfreeWealth
Twitter: https://twitter.com/childfreewealth
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
Welcome to the Childfree Wealth Podcast, where we talk about all things personal finance and being Childfree! We are excited to introduce our new co-host, Bri Conn, who brings a fresh perspective and a wealth of knowledge to the table.
Bri is a marketer by trade, but she's currently working towards becoming a Certified Financial Planner. Her passion for personal finance and helping others achieve their financial goals is evident in everything she does.
When Bri isn't working or studying, you can find her outside with her dog Lily. She loves hiking, running, and swimming, and she's always looking for new ways to explore the great outdoors.
We can't wait for you to get to know Bri and hear her insights on personal finance and investing. Tune in to our podcast to learn from her and Dr. Jay Zigmont, CFP®.
Be sure to join the conversation by emailing us at podcast@childfreewealth.com, following Childfree Wealth on social media, or visiting our website www.childfreewealth.com!
Instagram: https://www.instagram.com/childfreewealth/
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Twitter: https://twitter.com/childfreewealth
Today Matt spoke with Rosie who has a unique story on becoming Childfree. I won't spoil too many details, but Rosie wanted children at one point and then ended up becoming Childfree.
We love to highlight stories of people who have become Childfree and why they have made this decision. Rosie hopes to inspire others with her story and let them know happiness can be found everywhere and in every direction.
DISCLOSURE: This podcast is for educational and entertainment purposes only. Any information provided should not be considered advice. Consult a financial professional before determining if any of the topics discussed in this podcast pertain to you.
Email the podcast at childfreepodcast@gmail.com or follow us on Instagram at https://www.instagram.com/childfree_p...
Or contact us directly:
Matt - www.anthrofiwealth.com
Dr. Jay - www.childfreewealth.com
Matt and Dr. Jay discuss what it's like too be Childfree in the workplace. Studies show Childfree people have lower priority in time off, work longer hours, and are less likely to get promoted.
Often times Childfree people also don't get use of work benefits that are meant for families and those benefits can't be substituted.
DISCLOSURE: This podcast is for educational and entertainment purposes only. Any information provided should not be considered advice. Consult a financial professional before determining if any of the topics discussed in this podcast pertain to you.
Email the podcast at childfreepodcast@gmail.com or follow us on Instagram at https://www.instagram.com/childfree_p...
Or contact us directly:
Matt - www.anthrofiwealth.com
Dr. Jay - www.childfreewealth.com
Matt and Dr. Jay discuss side gigs. What is a side gig? Is a side gig worth it? Does it help you achieve your goals? And when does it make more sense to just get a job?
No answers are universal but hopefully this helps a little bit in discerning the differences and what makes sense for you.
DISCLOSURE: This podcast is for educational and entertainment purposes only. Any information provided should not be considered advice. Consult a financial professional before determining if any of the topics discussed in this podcast pertain to you.
Email the podcast at childfreepodcast@gmail.com or follow us on Instagram at https://www.instagram.com/childfree_podcast/
Or contact us directly:
Matt - www.anthrofiwealth.com
Dr. Jay - www.childfreewealth.com
Matt and Dr. Jay discuss side gigs. What is a side gig? Is a side gig worth it? Does it help you achieve your goals? And when does it make more sense to just get a job?
No answers are universal but hopefully this helps a little bit in discerning the differences and what makes sense for you.
DISCLOSURE: This podcast is for educational and entertainment purposes only. Any information provided should not be considered advice. Consult a financial professional before determining if any of the topics discussed in this podcast pertain to you.
Email the podcast at childfreepodcast@gmail.com or follow us on Instagram at https://www.instagram.com/childfree_podcast/
Or contact us directly:
Matt - www.anthrofiwealth.com
Dr. Jay - www.childfreewealth.com
Matt and Dr. Jay discuss the difficulty of navigating the financial services industry and how to find the advisor that works best for you!
DISCLOSURE: This podcast is for educational and entertainment purposes only. Any information provided should not be considered advice. Consult a financial professional before determining if any of the topics discussed in this podcast pertain to you.
Email the podcast at childfreepodcast@gmail.com or follow us on Instagram at https://www.instagram.com/childfree_podcast/
Or contact us directly:
Matt - https://www.anthrofiwealth.com
Dr. Jay - https://www.childfreewealth.com
Matt and Dr. Jay discuss the ability of Childfree people to consider taking bigger risks and receiving bigger rewards because of it. Opportunities are often available to those who can take risks and people with children often can't take the same risks because of their children. How might this apply to you?
DISCLOSURE: This podcast is for educational and entertainment purposes only. Any information provided should not be considered advice. Consult a financial professional before determining if any of the topics discussed in this podcast pertain to you.
Email the podcast at childfreepodcast@gmail.com or follow us on Instagram at https://www.instagram.com/childfree_podcast/
Or contact us directly:
Matt - www.anthrofiwealth.com
Dr. Jay - www.childfreewealth.com
Matt and Dr. Jay discuss the need (or lack thereof) for life insurance for Childfree people. Do you need it? If so, when and why do you need it? What type of insurance might you want to get? What is the point in the first place?
DISCLOSURE: This podcast is for educational and entertainment purposes only. Any information provided should not be considered advice. Consult a financial professional before determining if any of the topics discussed in this podcast pertain to you.
Email the podcast at childfreepodcast@gmail.com
Or contact us directly:
Matt - www.anthrofiwealth.com
Dr. Jay - www.childfreewealth.com
How do different relationship and family dynamics change the financial situations of Childfree people? Matt and Dr. Jay dive into the financial considerations of each structure and how each one faces unique challenges.
As of this podcast, Matt is single and Dr. Jay is married so they share their own perspectives from being single and in a couple, respectively.
Retirement planning isn't the same for Childfree people as it is for those with kids. Lower likelihoods for competing expenses such as paying for college but also more needed to be done to ensure care through long-term care.
There is also more flexibility in what retirement means and how to prepare for it. Listen in!
You can also find us at www.childfreelifeandmoney.com or email us at childfreepodcast@gmail.com
Matt can be found at www.anthroiwealth.com and Dr. Jay can be found at www.childfreewealth.com.
Matt and Dr. Jay cover some of the most frequently seen financial needs of Childfree people from their own firms. Debt, life insurance, long-term care insurance, and more are covered.
Matt and Dr. Jay touch on Roe V. Wade, contraception, and how where you live will play a major impact on your Childfree situation in the coming years. The Supreme Court repealed Roe. V. Wade weeks ago and a domino effect is occurring within the country heavily divided upon party lines.
Matt and Dr. Jay talk about how they discovered they were Childfree and what it has meant for their lives. They also explore some of the reasons people decide to be Childfree and that there is a huge community out there to support people in that decision.