Childfree Wealth®

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 caregiversMentioned 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 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 SystemsMentioned 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.comSchedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/Signup for the Childfree Wealth Newsletter: https://bit.ly/cwnewsletter2Essential Retirement Planning for Solo Agers by Dr. Sara Zeff GeberDOROT (New York based nonprofit for older adults): https://www.dorotusa.orgWant 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 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.coReach out to Marni: marni@beginwiththeend.coPlan Well Organizer Workbook: https://beginwiththeend.kit.com/products/plan-well-workbookJoin the Childfree Trust Waitlist: https://childfreelegacy.comSchedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/Signup for the Childfree Wealth Newsletter: https://bit.ly/cwnewsletter2Want more insights like this? Sign up for our newsletter HERE and get advice tailored to your life.#ChildfreeWealth #SoloAging #EndOfLifePlanning #LegacyPlanning #EstatePlanning #ChildfreeLife #DigitalAfterlife #PlanWithPurposeAbout 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 legacy 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.

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 startWhether 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 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 brokeMentioned 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 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 moveEvaluating whether holding onto international property supports your lifestyle visionSimplifying your finances to reduce stress and increase freedomTracking your monthly spending to adjust your budget as you goCreating a sustainable travel budget that lets you enjoy life without overspendingMentioned 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.

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 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.comFacebook:  Facebook.com/parallelsocialclubLinkedIn: www.linkedin.com/in/florencewlodarskiAbout 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 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 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/ #FinancialPlanningSeries #ChildfreeWealth #GlobalOpportunities #ExpatLife #RetirementPlanning #MarketStress #LifeAbroad #TaxStrategies #RemoteWork #NetWorthGoals #FinancialFlexibility #BigDecisions #ChildfreeCommunity #PodcastEpisode #WealthManagement #ChildfreeWealthPodcast #ChildfreeWealthFinancialPlanning 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.

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, 2018) 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.

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 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.-- Are you on track for retirement? Schedule a Childfree Wealth® Checkup to make sure you're on track for YOUR retirement: https://childfreewealth.com/schedule-a-checkup/ 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/ #RetirementBasics #FinancialIndependence #FIREMovement #LongTermCare #RetirementPlanning #ChildfreeWealth #MoneyTips #FinancialFreedom #LifePlanning 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 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 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?

Have you ever wondered why you think about money the way you do?

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 (1-year Working with Dr. Jay!): 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 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 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 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 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-meetingMentioned 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 wisdom, resonating deeply with those seeking a balanced, meaningful life.Connect with Doc G on Instagram: @earnaninvest or Facebook: @docgreen .#LifePurpose #FindYourPurpose #HumanConnection #MeaningfulLiving #PurposeOverMoney #Childfr 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 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!

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?

Are you ready for retirement?

How does the 4% Rule stack up for the childfree community?

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.

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.

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.

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 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 , LinkedInAbout 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 partnershipMentioned 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.

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 ArticlePre-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.comPre-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 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 StudyAbout 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 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 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!

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.

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”.

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.

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.

In this episode, Dr. Jay and Bri dive into the critical importance of financial awareness within relationships and families.