Podcasts about childfree wealth

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.Chapters00:00 Investing with Values: An Introduction01:11 The Political Landscape of Sustainable Investing03:05 Understanding ESG: Definitions and Misconceptions06:50 The Shift to Sustainable, Resilient, and Innovative Investing10:20 Balancing Growth and Sustainability12:43 The Complexity of Ethical Investing15:50 Navigating Investment Choices and Trade-offs19:53 The Long-term Perspective on Sustainable Investing22:58 The Process of Building a Sustainable Portfolio27:29 Green Hushing: The Quiet Shift in ESG Practices29:39 Conclusion and Resources for Sustainable InvestingMentioned 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 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 conversation, Luzy and Lucia Diaz explore the themes of being child-free, the creative journey, financial independence, and the societal pressures surrounding parenthood. Lucia shares her personal experiences, including her creative pursuits, the impact of her family's expectations, and the importance of supportive partnerships. They discuss the challenges of navigating student loans, the definition of wealth, and the significance of celebrating Latina stories and achievements. The conversation emphasizes the value of options and freedom in life choices, particularly for women. Episode Highlights: 00:00 Introduction to Child-Free Conversations 00:35 Lucia's Journey and Creative Pursuits 02:56 Overcoming Creative Doubts and Financial Realities 09:13 Navigating Student Loans and Education Choices 14:14 Conversations About Parenthood and Personal Choices 14:27 The Impact of Miscarriages on Family Expectations 17:45 The Challenges of Parenting and Societal Pressures 21:08 The Importance of Supportive Partnerships 24:58 Defining Wealth and Freedom 30:22 Celebrating Latina Stories and Achievements Ready to increase your net worth by $20K or more? Join The Say Hola Wealth Academy — our signature program where we help first-gen wealth builders grow their wealth through salary negotiations, career pivots, mindset coaching, and smart investing. ✨ If you're ready to rewrite your money story and step into your financial power, this is for you. Join today at https://sayholawealth.com/academy   ✨ Enjoyed this episode? Don't forget to subscribe, leave a five-star review with your biggest takeaway, and share this video with another poderosa Latina ready to launch her dream.

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 ExpatsMentioned 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 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 conversation, Dr. Erica Jordan-Thomas shares her journey from being a school principal to running a multi-seven-figure education consulting business. She discusses the importance of understanding one's money origin stories, the necessity of disruption for transformation, and the empowerment of educators to build wealth.   What You'll Learn: 00:00 Introduction to Dr. Erica Jordan-Thomas 02:28 Transforming Wealth Identity 08:42 Disruption Leads to Transformation 12:50 Building a Business from Scratch 15:28 Empowering Educators to Achieve Wealth 18:19 Finding Contracts for Educators 21:58 The Importance of Real Estate Investment 24:55 Self-Care in Wealth Building 28:10 Connecting with Dr. Erica Jordan-Thomas   About Our Guest: Dr. Erica Jordan-Thomas is CEO & Founder of 7-Figure Educator™,  a business development company on a mission to shift the power dynamics in education and disrupt the racial wealth gap by providing high-performing educators with the tools to grow a 7-figure education consulting business.  Prior to full-time entrepreneurship, she served as a high school math teacher and school principal. Dr. Erica holds a number of formal academic credentials, including a doctorate in education leadership from Harvard Graduate School of Education.   Follow Dr.  Erica on Instagram.    Ready to increase your net worth by $20K or more? Join The Say Hola Wealth Academy — our signature program where we help first-gen Latinas grow their wealth through salary negotiations, career pivots, mindset coaching, and smart investing. ✨ If you're ready to rewrite your money story and step into your financial power, this is for you. Join today at https://sayholawealth.com/academy ✨ Enjoyed this episode? Don't forget to subscribe to the channel, leave a comment with your biggest takeaway, and share this video with another poderosa Latina ready to launch her dream.

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 #NoKidsNoProblemMentioned in this Episode:Emily's Podcast - Curious Life of a Childfree Woman: https://podcasts.apple.com/us/podcast/curious-life-of-a-childfree-woman/id1777850561Instagram: @curiouslifeofachildfreewomanWebsite: https://curiouslifeofachildfreewoman.comJoin the Curious Life Club Email List: Link on WebsiteChildfree Trust (Waitlist): https://childfreelegacy.comSchedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/Signup for the Childfree Wealth Newsletter: https://bit.ly/cwnewsletter2About 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 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 expectationsMentioned in this episode:Morningstar podcast episode featuring Dr. JayDie with Zero by Bill PerkinsThe Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/ 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 the “Standard Life Plan” Is the Real Trap?   I sit down with Bri Conn, a Certified Financial Planner at Childfree Wealth, for a refreshingly honest conversation about what it means to choose a different path.   Bri opens up about the money messages passed down in her family, like the ever-present Dave Ramsey book in her grandmother's kitchen, and how those early lessons shaped her beliefs. From preparing for financial abandonment when she came out in college to becoming a planner helping others chart a non-traditional path, Bri's story is about rewriting the money rules and taking full ownership of your future.   If you've ever felt boxed in by expectations:  marriage, kids, retirement at 65, this episode will challenge you to ask: What do I really want my life to look like?   Tune in now to watch or listen, you don't want to miss this one!     00:00 – Childhood Lessons: Cash-Only Living & Dave Ramsey Roots 05:00 – Coming Out, Working 4 Jobs & Saving “Just in Case” 10:00 – Discovering Personal Finance & Building a DIY Strategy 17:00 – The Career Pivot: From Burned-Out Marketer to Financial Planner 21:00 – Starting Childfree Wealth: Who It's For & Why It Matters 28:00 – Ditching the Standard Life Plan & Defining Your Path 36:00 – Flat Fees, Boundaries, & Building Your Dream Financial Team    

What If the “Standard Life Plan” Is the Real Trap?   I sit down with Bri Conn, a Certified Financial Planner at Childfree Wealth, for a refreshingly honest conversation about what it means to choose a different path.   Bri opens up about the money messages passed down in her family, like the ever-present Dave Ramsey book in her grandmother's kitchen, and how those early lessons shaped her beliefs. From preparing for financial abandonment when she came out in college to becoming a planner helping others chart a non-traditional path, Bri's story is about rewriting the money rules and taking full ownership of your future.   If you've ever felt boxed in by expectations:  marriage, kids, retirement at 65, this episode will challenge you to ask: What do I really want my life to look like?   Tune in now to watch or listen, you don't want to miss this one!     00:00 – Childhood Lessons: Cash-Only Living & Dave Ramsey Roots 05:00 – Coming Out, Working 4 Jobs & Saving “Just in Case” 10:00 – Discovering Personal Finance & Building a DIY Strategy 17:00 – The Career Pivot: From Burned-Out Marketer to Financial Planner 21:00 – Starting Childfree Wealth: Who It's For & Why It Matters 28:00 – Ditching the Standard Life Plan & Defining Your Path 36:00 – Flat Fees, Boundaries, & Building Your Dream Financial Team    

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 StructuresMentioned in this Episode:Join the Childfree Trust Waitlist: https://childfreelegacy.comSchedule 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 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.

http://www.TimeManagementRevolution.com - Childfree Wealth explores the intersection of time, freedom, and fortune for individuals who have chosen not to have children. How does this decision impact one's financial security, career opportunities, and overall quality of life? In this episode of the Time Management Revolution podcast, Time Management Fixer Helene Segura interviews Bri Conn, Chief Experience Officer & Childfree Wealth Specialist® with  @ChildfreeWealth . They discuss the unique advantages and challenges faced by those who prioritize independence and wealth creation in a different way than those who have children. For more information visit: http://www.ChildFreeWealth.com Info about  @ChildfreeWealth  founder Dr. Jay's books: https://amzn.to/4jn5MrB Connect with Bri Conn and  @ChildfreeWealth : LinkedIn https://www.linkedin.com/company/childfree-wealth YouTube https://www.youtube.com/channel/UC5cl-dxgWlLk6HwDKwfs0jA Instagram - https://www.instagram.com/childfreewealth/ Facebook - https://www.facebook.com/ChildfreeWealth Get your FREE Productivity Kickstarter Kit at http://www.TimeManagementRevolution.com! Time management keynote speaker Helene Segura also provides individual consulting and onsite or virtual productivity packages for companies. Contact Helene today to check availability and start your time management revolution! https://www.HeleneSegura.com/speaking/

Childfree wealth is more than a financial label—it's a life-aligned strategy for people who are building a future without children. In this insightful conversation, Bri Conn, Chief Experience Officer at Childfree Wealth, shares real-world advice and planning strategies tailored specifically for those navigating money and life without the traditional legacy path.If you've ever searched for retirement planning without kids or felt overwhelmed by financial advice that assumes you have a family to support, this episode is for you. Bri unpacks why standard calculators and advisors often miss the mark for dual income no kids finances, and how her expertise directly supports the goals and concerns of soloists and childfree couples.We discuss how to adapt the FIRE without kids philosophy, avoid the trap of over-saving, and embrace the Die With Zero strategy—all while protecting your future with smart long-term care planning childfree. Bri's experience working with clients nationwide reveals a powerful truth: your goals, values, and freedom matter just as much—if not more—than outdated societal scripts.This podcast gives clarity to those who ask:"Am I saving enough without kids to support?""What does a fulfilling financial life look like for me?""Do I need to build a legacy if I don't plan to pass down wealth?"With Bri's expertise, you'll learn how to simplify your financial systems, define what “enough” looks like, and confidently build a plan rooted in your values. Whether you're just getting started or already on the FIRE path, this episode offers valuable insight on childfree money management, financial planning for soloists, and no legacy wealth planning—so you can live your richest life, your way.

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 youMentioned in this episode:Portraits of Childfree Wealth - Dr. Jay's 1st book: https://www.goodreads.com/book/show/60883044-portraits-of-childfree-wealthAndy and Libbi Planning Session 1 Podcast Episode: https://youtu.be/-_Y5wDwWQH8Schedule 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 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 traditional blueprint for life—marriage, mortgage, and a couple of kids—just doesn't fit you? In this week's episode of The Lo Life, Lo sits down with Dr. Jay Zigmont, PhD, MBA, CFP®, a best-selling author and financial planner who built his entire career on one radical question: What does financial freedom look like when kids aren't part of the plan? Dr. Jay is the founder of Childfree Wealth® and a nationally recognized voice featured in Forbes, Fortune, and The Wall Street Journal. He and his wife made the conscious decision to live childfree—and in doing so, redefined what success, security, and legacy truly mean. This conversation isn't just for people without kids. It's for anyone who wants to rethink their relationship with money, homeownership, retirement, estate planning, and even cryptocurrency—with clarity and confidence. Lo and Dr. Jay break down: Why so many are choosing to live childfree—and what the data actually says about the future of family and finance. Whether you really need life insurance or a will if you don't have kids. How to prepare for retirement without relying on the “raise a family = built-in safety net” model. How to approach investing—even if you're starting late, scared, or unsure where to begin. The best piece of financial advice Dr. Jay has ever received (and why it applies to literally everyone). This episode will challenge your assumptions, offer real solutions, and might just change the way you think about your future. Whether you're childfree by choice, by circumstance, or you're simply tired of outdated money advice—this one's for you. Stay Connected to The Lo Life! Facebook: Join the Coven: The Lo Life FB Group Instagram: @thelolifepodcast Your host: @stylelvr Guest: Dr. Jay -The finance guy $$$ TikTok: @thelolifepodcast We have deals and steals for our kings and kweens- All thanks to our sponsors QUINCE: High fashion clothing for affordable prices. Discount code lolife at check out for free shipping NUTRAFOL: $10 off your first month's subscription and FREE travel kit with promo code LOLIFE PIQUE PU'ER TEA: lo lifers will get 20% off FOR LIFE and a FREE STARTER KIT (yesss... a rechargeable frother and chic glass beaker to elevate your tea experience) at PIQUELIFE.com/LOLIFE SPOT and TANGO: Delicious and nutritious meals for your pup made with 100% whole, fresh ingredients- real USDA meats, fruits and veggies. Use code LOLIFE to get 50% off your first order! Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to The Richer Geek Podcast! Today, we're switching things up with a powerful conversation on redefining wealth and lifestyle. Our guest is Bri Conn, Chief Experience Officer at Childfree Wealth®, a life and financial planning firm dedicated to helping childfree and permanently childless people design a life they love. Bri shares her journey into this unique space, the principles behind their approach, and how the FILE (Financial Independence, Live Early) philosophy encourages living fully, now, not just in retirement. It's time to rethink what financial freedom really means. In this episode, we're discussing… Why Child-Free Financial Planning Is Different: Traditional money strategies often don't reflect the goals of those without children, like the desire for experiences over inheritance. Start With Life, Then Build the Finances Around It: Discover how leading with your ideal lifestyle can shape a more purpose-driven financial plan. Understanding the FILE Philosophy: Financial Independence, Live Early promotes reducing work-related stress now to make room for joy and freedom long before retirement age. You May Need Less Than You Think: Learn why many child-free individuals overestimate retirement needs based on outdated assumptions. Early Planning = More Freedom: The earlier you start, the sooner you can travel, give, create, or pursue passion projects without financial stress. Spending & Giving With Intention: Bri offers a practical strategy, matching your fun spending with charitable giving to overcome guilt and create impact. Being a Supportive Ally: Understand how to support child-free individuals without making assumptions about their lives or finances. Tools & Resources for Child-Free Living: From financial checkups to lifestyle design coaching, explore what's available to help you build a life you love.   Resources from Bri      LinkedIn | Childfree Wealth® | The Childfree Guide to Life and Money by Dr. Jay Zigmont Resources from Mike and Nichole      Gateway Private Equity Group |  Nic's guide | Franchise With Bob

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.

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.

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.

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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.

How does your financial life change when you are childfree? What is the difference between FIRE and FILE? How does your investing change when you are childfree? How does childfree impact your estate planning and long-term financial goals change? How often have you asked a newlywed couple, "so when are you having kids?" How often have you asked a couple married long-term, "any plans for kids soon?"  There is a growing number of married couples who are childfree, sometimes for medical reasons, and sometimes by voluntary choice. How can people with kids be supportive of their friends who have chosen (voluntarily or involuntarily) to live a childfree life. On this week's episode of the Crushing Debt Podcast, Shawn and George interview Jay Zigmont, PhD, MFA, CFP. Dr. Jay and his wife are childfree, and it has profoundly shaped how they approach their finances. When Dr. Jay searched for financial advice, he realized that most of it assumes you have kids, which didn't align with their goals. That's why he founded Childfree Wealth®—to offer financial planning tailored specifically to the unique needs of the childfree community. You can reach Dr. Jay at his website, www.childfreewealth.com, and check out his book, The Childfree Guide to Life & Money, available on the website and wherever your favorite books are sold. Let us know if you enjoy this episode and, if so, please share it with your friends! Please also visit our sponsor, Sam Cohen of Attorneys First Insurance for Attorneys and Title Companies looking to get a quote on Errors & Ommissions (malpractice) Insurance coverage. www.AttorneysFirst.com.   Or, you can support the show by visiting our Patreon page: https://www.patreon.com/crushingDebt   To contact George Curbelo, you can email him at GCFinancialCoach21@gmail.com or follow his Tiktok channel - https://www.tiktok.com/@curbelofinancialcoach   To contact Shawn Yesner, you can email him at Shawn@Yesnerlaw.com or visit www.YesnerLaw.com.   And please consider a donation to Pancreatic Cancer research and education. The Purple Stride walk is just a few weeks away, on April 26, 2025! You can join Shawn's team at MY Legacy Striders: http://support.pancan.org/goto/MYLegacy8. 

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.

Our guest on the podcast today is Dr. Jay Zigmont. He's the author of a new book called The Childfree Guide to Life and Money, and he's also the founder and CEO of Childfree Wealth, a financial planning firm dedicated to helping people without kids. Dr. Jay is a certified financial planner, and he also has his MBA, as well as his PhD in Adult Learning from the University of Connecticut. He hosts the Childfree Wealth podcast, and he previously published another book called Portraits of Childfree Wealth. Dr. Jay, welcome to The Long View.BackgroundBioChildfree WealthChildfree Wealth podcastThe Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing, by Jay ZigmontPortraits of Childfree Wealth: 26 stories about how being Childfree impacts your life, wealth and finances, by Jay ZigmontBeing Childfree“Census Bureau: Older Childless Women Make More Money, In Better Health Than Male Counterparts,” by Carlie Porterfield, forbes.com, Aug. 31, 2021.“11% of Older Americans (55+) Are Childfree,” by Jay Zigmont, childfreewealth.com, Aug. 28, 2022.“Among Unmarried Adults, Women Without Children Have as Much Wealth as Single Men,” by Richard Fry, pewresearch.org, Nov. 4, 2024.“Choosing the FILE Lifestyle—Financial Independence, Live Early,” by Jay Zigmont, childfreewealth.com, Aug. 28, 2022.“FILE vs FIRE—Finding What Is Right For You,” by Jay Zigmont, childfreewealth.com, Aug. 28, 2022.Die With ZeroDie With Zero: Getting All You Can From Your Money and Your Life, by Bill Perkins“How Do I Embrace the Die With Zero Approach?” by Jay Zigmont, childfreewealth.com, April 30, 2024.“Not Having Children ‘Breaks' Traditional Financial Planning, says CFP—8 Money Rules for Childfree People,” by Ryan Ermey, cnbc.com, Dec. 5, 2023.Long-Term Care and Estate Planning“How Much Does Assisted Living Cost in 2023?” by Sam DiSalvo, finance.yahoo.com, March 30, 2023.“Long-Term Care for Childfree Individuals,” by Jay Zigmont, childfreewealth.com, Nov. 23, 2023.“Who Will Take Care of Me?” by Jay Zigmont, childfreewealth.com, Dec. 12, 2023.“Get Your Paperwork Right, Now!—Wills, Beneficiaries, Living Wills, POAs and More,” by Jay Zigmont, childfreewealth.com, Aug. 28, 2022.Other“New Report: Being Childfree May Not Make You Rich, But It May Make You Happy,” by Jay Zigmont, childfreewealth.com, Oct. 6, 2022.“The Gardener and the Rose,” by Jay Zigmont, childfreewealth.com, Aug. 28, 2022.The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy, by Jordan Grumet“Jordan Grumet: The Purpose Code,” The Long View podcast, Morningstar.com, Jan. 7, 2025.

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.

More people are choosing to be child free. Is there a difference between being childless and child free? Lauren thinks so, but it's a gray area. When coming to Bri for financial planning, her clients are not telling them why they've chosen not to have children. Presumably, there are financial implications. Lauren asks if there is a moral obligation to have children. They also touch on whether it's selfish to have or not have kids, and there are arguments on both sides. Whatever the case, once you choose not to have kids, this opens up a lot of flexibility because you're not usually as worried about leaving a legacy and creating generational wealth. This line of questioning leads to a discussion about dying with zero (side note: Die with Zero is a good book!). Many of Bri's clients are focused on charitable giving, and they build this into their financial plans. Lauren asks how people with kids can be supportive and kind to those who do. Firstly, don't assume they have more time or money than you do. Don't assume a sibling without kids should be responsible for taking care of your parents, for example. If you liked this episode but want another perspective you'll like episode 142: Investing for Your Kids with BudgetDog. About Bri: Bri Conn is the Chief Experience Officer of Childfree Wealth, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. She is also a Childfree Wealth Specialist® and the co-host of the Childfree Wealth podcast.Childfree Wealth has been featured on Fortune, Forbes, MarketWatch, Wall Street Journal, New York Times, Business Insider, CNBC, and many other publications.In her free time, Bri loves hiking, running, and generally anything that involves being outside. Her core values are community, education, social participation, & sustainability. Connect with Bri: https://childfreewealth.com/childfree-guide/ https://www.linkedin.com/in/brianna-bri-conn/ https://childfreewealth.com/ Connect with Lauren: https://www.realadultingiseasy.com/⁠⁠⁠ https://twitter.com/AdultingIsEasy  https://www.instagram.com/adultingiseasyreal/

How much of your financial behavior is shaped by your past?

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

Start living your dream financial life TODAY! Learn more during this interview with Bri Conn from Childfree Wealth.Bri is the Chief Experience Officer of Childfree Wealth, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. She is also a Childfree Wealth Specialist® and the co-host of the Childfree Wealth podcast.Childfree Wealth has been featured on Fortune, Forbes, MarketWatch, Wall Street Journal, New York Times, Business Insider, CNBC, and many other publications.In her free time, Bri loves hiking, running, and generally anything that involves being outside. Her core values are community, education, social participation, & sustainability.Get your FREE copy of the Emotion Behind Money TODAY: https://www.impactyourlifenow.com/ebm-book-order-pageDiscover the power of a heart-centered approach! Join my free workshop where you'll share your challenges and gain valuable insights to move forward. Sign up for the workshop here: https://www.impactyourlifenow.com/impact-workshop-registration-evergreen-newsletterGet my audio book! https://www.impactyourlifenow.com/ayw-book-order-pageThe Four Spiritual Laws of Money: https://www.impactyourlifenow.com/the-4-spiritual-laws-of-moneyJoin Julie on her mission to heal the world financially.Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER™, author, and media expert who wants you to heal your emotions to prosper financially and in life.To Schedule Julie on Your YouTube or Podcast Show... Please email Julie at Julie@JulieMurphy.comhttps://juliemurphy.com/Join our community on social media!http://facebook.com/AwakenWithJuliehttps://www.tiktok.com/@awakenwithjuliehttp://Instagram.com/AwakenWithJuliehttps://www.youtube.com/c/JulieMurphyhttps://anchor.fm/juliemurphyhttp://Twitter.com/AwakenWithJuliehttps://www.linkedin.com/in/juliemariemurphyTOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. So can you break free from these restrictive beliefs and emotions, be able to “dream big,”—and actually accomplish your hopes and dreams? The answer is yes: Now, there is a way to harness the powerful energy around money and build real wealth.Beyond Your Wildest Dreams, LLC has no affiliation with LPL Financial, Sequoia Wealth Management, or JMC Wealth Management, Inc.

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.

Dr. Jay joins the show to dive deep into the unique challenges and opportunities of financial planning for the child-free community. In this episode we discuss investment strategies for the childfree, the societal pressures faced by those choosing to be child-free, and the unique financial planning considerations for those without a next generation to pass their wealth onto. Connect with Childfree WealthWebsiteWorldwise Capital Links⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YoutubeWebsitePrivate Community AccessStrategy Session

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.

Send us a textMy guest on the podcast this week is the fabulous Jay Zigmont.Jay is the founder of Childfree Wealth which focuses on helping childfree people figure out their finances. He has been a life and business coach for over a decade, and is a certified financial planner and a Childfree Wealth Specialist. He's also the author of the book ‘Portraits of Childfree Wealth' the co-host of the ‘Childfree Life and Money Podcast', AND he has a brand new book out called The Childfree Guide To Life & Money. Topics that we cover are:the cost of being single and childfree;some of the ‘no baby' steps in Jay's new book, The Childfree Guide To Life & Money;how the first three steps to building wealth are actually very simple, but not necessarily easy;my own journey of leaving the 9-5 & my London flat, and moving to Dorset;why the first step is to work out what kind of life you want, and the impact you want to make;how we sometimes have to make sacrifices to get to where we want to go;why we need to ask ourselves — honestly — what it is that we want;why Jay always asks his clients what the second line of their obituary would say;two very important questions we should all ask ourselves;Jay's words of advice for women worrying about their finances;the option of community housing;why we have to have a budget, and a plan for our money before the month starts;Jay's budgeting system which consists of ‘musts', ‘shoulds', ‘coulds' and ‘won'ts';why it's so important to have insurance to cover you if you can't work;the high costs of longterm care in later life;why having your next-of-kin in place is crucial;thinking outside the box when it comes to making more money;how the gender wage gap is actually much smaller for single, childfree women than women who are married with kids;‘head trash' and why we need to be aware of the things that are holding us back;Jay's thoughts around investing.Check out Jay's website:https://childfreewealth.com/ Buy Jay's book, The Childfree Guide To Life & Money:https://www.amazon.co.uk/Childfree-Guide-Life-Money-Finances/dp/1728297346 Follow Jay on Instagram:@childfreewealth Support the showCheck out my YouTube Channel:https://www.youtube.com/channel/UCSuCiCzcPlAvxzQyHDrLoag Book a FREE 30 minute coaching 'taster' session HERE: https://calendly.com/lucymeggeson/30minute Fancy getting your hands on my FREE PDF 'The Top 10 Most Irritating Questions That Single People Get Asked On The Regular...& How To (Devilishly) Respond'? Head over to: www.lucymeggeson.com Interested in my 1-1 Coaching? Work with me HERE: https://www.lucymeggeson.com/workwithme Join my private Facebook Group: https://www.facebook.com/groups/1870817913309222/?ref=share Follow me on Instagram: @spinsterhoodreimagined Follow me on Twitter: @LucyMeggeson Follow me on LinkedIn: Lucy Meggeson Email me: lucy@lucymeggeson.com And thank you so much for listening!!!

One of the decisions that will have the biggst impact on your wealth building journey is your choice to be childree or not. Those who choose to be childfree have a different set of circumstances they need to factor into their financial planning. Becuase of this, you need to look at your wealth building through a different lens to support the goals and lifestyle you want to build as a childfree person. This is where this week's episode can help. In this week's episode we're exploring the choice to be childfree and the impact it has on your financial planning. I'm joined by Bri Conn, the Chief Experience Officer at Childfree Wealth, a financial planning firm dedicated to helping Childfree and Permanently Childless people. Bri is also a Chidfree Wealth Specialist® and the co-host of the Childfree Wealth podcast. In this episode we discuss the difference between being childfree and childless, the most annoying things you can do or say to someone who is childfree, the factors that go into someone's choice to be childfree, the 7 ways childfree planning is different than financial planning for someone with children, and how people with children can be supportive to the childfree people in their life. All of the information for Childfree Wealth can be found below, along with all the resources referenced in this episode. Enjoy!     Find and Connect with Bri and Childfree Wealth: Their Website Their Podcast: The Childfree Wealth Podcast Their Instagram Their Book: The Childfree Guide to Life and Money by Dr. Jay Zigmont, CFP®     Resources Mentioned In This Episode: I'll Make You Quit Your Job - Childfree Wealth Podcast (YouTube version) Grandma_Droniak Rating Nursing Homes I Toured   START HERE:  FREE MASTERCLASS: Why You Impulse Shop & How To Stop Get Paige's Money Recommendations     Work with Paige: Join the Overcoming Overspending Membership HERE Use code “MLP30” at checkout to save $30 on your first month inside the membership    Where you can find Paige online: Website: https://www.overcomingoverspending.com  Instagram: @overcoming_overspending TikTok: @overcoming_overspending

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.

Listen in as host David Mandell interviews financial advisor Jay Zigmont PhD, MFA, CFP®, the CEO of Childfree Wealth. David begins that he had read's Jay first book and was extremely interested in the topic—as he and his wife Sheila do not have children. He and Jay then discuss Jay's background and how he came to direct his career around helping child-free clients. Jay then shares some statistics from various studies about the prevalence of childfree people and how this demographic is growing rapidly. David and then dig into the various ways traditional financial planning misses the mark for childfree people—working backwards from estate planning to present day financial decisions. David makes the point that even folks with kids or grandkids can learn from tactics that childfree people use often. Jay then provides to David and the audience a few resources that childfree people can utilize if they are interested and concludes with Jay emphasizing the importance of community. Key Points: Childfree Wealth Defined: Childfree Wealth caters to individuals who do not have children by choice or circumstance, representing a significant and underserved demographic in financial planning. 25% of the U.S. Population is Child-Free: Research indicates that 25% of Americans are child-free or permanently childless, highlighting a large, often overlooked segment of the population. Lack of Representation in Financial Planning: Traditional financial planning is geared towards families with children, leaving child-free individuals with advice that doesn't align with their unique needs. Financial Impacts for Child-Free Individuals: Child-free people often focus less on wealth transfer to future generations and more on living fulfilling lives, with different priorities such as disability insurance, long-term care, and lifestyle investments. Higher Net Worth Among Child-Free People: Research from Pew shows that child-free individuals tend to have higher net worth, and gender pay gaps are significantly reduced within this group. Learn more, including additional show notes, links, and more, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

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.

On this episode of CFO at Home, Vince's guest is Bri Conn, the Chief Experience Officer of Childfree Wealth®, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. Bri and Vince dive into key financial considerations for the childfree, including how childfree individuals can optimize their time, money, and freedom, the importance of having a plan for long-term care, the concept of legacy beyond traditional generational wealth and the importance of estate planning. Bri also shares tips on how to engage in sensitive conversations with childfree individuals, and the value of understanding their unique financial challenges. For more insights, check out the Childfree Wealth Podcast co-hosted by Bri and Dr. Jay Zigmont, and Dr. Jay's new book, "The Childfree Guide to Life and Money”. Key Topics: - Introduction to Childfree Wealth - Defining Childfree vs. Childless - Financial Planning Considerations - Die with Zero Approach - Flexibility and Home Ownership - Investment Goals for the Childfree - Long-term Care Planning - Legacy and Estate Planning - Sensitive Conversations with Childfree Individuals -  Book - The Childfree Guide to Life and Money Key Links Childfree Wealth Childfree Wealth Podcast Childfree Wealth (@childfreewealth) • Instagram photos and videos Childfree Wealth® - YouTube ChildfreeWealth | Facebook Contact the Host - vince@thecfoathome.com  

This episode is all about childfree wealth and why it is important even to those who have children. I welcome Jay Zigmont to discuss his new book, The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing. This episode has a little something for everyone. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you stuck in the 'boring middle' of your financial journey?

In this episode we turn the tables as Bill joins Dr. Jay Zigmont, CFP on the Childfree Wealth podcast. Bill shares his journey as a late starter physician who lived largely a paycheck-to-paycheck existence until waking up at age 50. He now co-hosts the 'Catching Up to FI podcast' podcast to help other late starters. Jay is the author of the upcoming book 'The Childfree Guide to Life and Money' and the founder of Childfree Wealth, a financial planning firm that addresses the needs of childfree people in a way that traditional financial companies don't. Jay and Bill cover topics like investing, long-term care, and preparing for unexpected medical emergencies.