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You May Need Less Than You Think: Learn why many child-free individuals overestimate retirement needs based on outdated assumptions.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
