Shows
Childfree Wealth®Thinking of Moving Abroad? Expat Life, Finances, and Exit Plans, Ep. 158Is 2025 the year you’re finally considering a move outside the US? Dr. Jay and Bri dive into the increasingly popular topic of becoming an expat, an idea more and more people are considering. They get into the weeds of what it really takes to make moving abroad work, from the financial realities of moving pets (it's not cheap!) to the complex world of tax treaties and international law.Whether you're looking for a permanent move or just a temporary change of scenery, this episode will help you think through the financial and personal considerations you need to...
2025-10-0127 minChildfree Wealth®Unpacking Your Perks: Making the Most of Your Employee Benefits with Christy Smith, Ep 155Ever feel like your employee benefits package is a mystery? You're not alone! In this episode, Bri sits down with benefits expert Christy Smith from The Horton Group, a Marsh & McLennan Agency, to demystify the world of workplace perks. Christy, who has extensive experience in HR and as an employee benefits broker, shares insights on everything from health, dental, and vision insurance to the often-overlooked benefits like disability and legal support. Get ready to learn how to ask your HR team for new benefits (yes, you can do that!) 2, why understanding your options is crucial, and the surprising ways...
2025-09-1032 minChildfree Wealth®I'll Make You Quit Your Job - Pt. 3: The How, Ep 152Ever dreamed of quitting your job but wondered, "How the heck do I actually do it?" This episode is for you! In the final episode of our “I’ll Make You Quit Your Job” series, we’re diving deep into the mechanics, finances, and structure needed to make that leap when you've decided it's time for a change. Bri and Dr. Jay discuss how much money you need to save before jumping ship, emphasizing the importance of an emergency fund and having a plan.We explore different scenarios, from barely making ends meet to having a...
2025-08-2029 minChildfree Wealth®I'll Make You Quit Your Job - Pt. 2: The Why, Ep 150What if the biggest thing standing between you and a better life… is your job?In this episode, Bri and Dr. Jay get real about why so many Childfree people stay in jobs they hate—and what it would take to finally walk away. From financial fears to cultural expectations to the ever-persistent voice in your head saying, “but it’s good money,” we unpack the emotional and practical sides of career change.You don’t have to be stuck. And you definitely don’t have to do it alone.⏱️ Timestamps:(00:01) The epis...
2025-08-0627 minChildfree Wealth®REPLAY: I'll Make You Quit Your Job - Pt. 1, Ep 149What happens when your financial planner keeps telling clients to quit their jobs? Dr. Jay Zigmont, CFP® and Bri Conn, CFP® unpack the now-infamous tagline: "I'll Make You Quit Your Job." From sabbaticals to soul-searching, this conversation is full of real talk, tough love, and a refreshing challenge to the status quo—especially for the Childfree crowd. 🔹 00:30 – Why Bri says Dr. Jay's tagline should be “I’ll make you quit your job” 🔹 02:25 – The truth about job dissatisfaction and the “File” lifestyle 🔹 05:00 – Why your 18-year-old self shouldn't make your lifelong career decisions 🔹 10:00 – Dr. Jay’s three-step sabbatical formula (Ne...
2025-07-3022 minChildfree Wealth®Luxury Aging: What Long-Term Care Looks Like When Money’s Not the Problem, Ep 148What if aging didn’t have to feel like a downgrade?In this episode, Jay and Bri explore what long-term care can look like when you’ve got the financial resources to design it your way. From high-end independent living communities to cruise ships and even Golden Girls-style co-living, this conversation is packed with creative (and practical!) ways to age with intention, dignity, and—yes—luxury.Whether you're planning for your own care or helping someone else, this episode reminds you: your money should serve your future, not limit it.⏱️ Timestamps:(00:01) Ca...
2025-07-2330 minChildfree Wealth®Who Takes Care of You When You Can't? Long-Term Care Planning with Scott Barnes, CFP®, CLTC®, Ep. 147Long-term care is one of the most complicated and overlooked parts of financial planning, especially when you're Childfree. Without kids to step in, who actually takes care of you when you can’t? In this episode, Dr. Jay sits down with Scott Barnes, CFP® and CLTC®, to explore what care really costs, what insurance does (and doesn’t) cover, and how to start building a plan you can trust.We'll cover:[1:21] Talking to your partner or planner about future care[2:41] Why Medicare won’t help and Medicaid only steps in once you...
2025-07-1631 minChildfree Wealth®Celebrating the Curious Life: Childfree Living, Community, and Conversations That Matter with Emily Paulsen, Ep 144What 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...
2025-06-2541 minChildfree Wealth®Childfree, Retired (Almost), and Figuring It Out: Travel, Money, and Boundaries with Robert and Pamela, Ep. 143How 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 guil...
2025-06-1857 minChildfree Wealth®Managing Money as a Couple: Yours, Mine, Ours, or Something Else Entirely? Ep 142How 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) Naviga...
2025-06-1130 minChildfree Wealth®Meet the People Powering Childfree Wealth®, Ep. 141You 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 spr...
2025-06-0442 minChildfree Wealth®Who's Looking Out for You? Elder Abuse, End-of-Life Planning, and Protecting Your Future, Ep. 139Elder 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...
2025-05-2132 minChildfree Wealth®Planning for Parents: What If Your Parents Run Out of Money? Ep 136Planning 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 acc...
2025-05-0733 minChildfree Wealth®Planning for Parents: What Happens When You Inherit the Responsibility, Ep 137Having 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...
2025-05-0734 minChildfree Wealth®From Learning To Action: When Dr. Jay and Bri Are the Voices in Your Head, Ep. 132Are 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 fina...
2025-04-0925 minChildfree Wealth®Retirement Redefined: Planning for a Fulfilling Future, Ep 128Retirement isn’t just a finish line—it’s a whole new chapter to design! Join Bri and Dr. Jay as they dive into the essentials of retirement planning, mixing practical advice with a fresh, fun approach. From the 4% withdrawal rule to navigating healthcare and long-term care, they cover everything you need to feel confident about your future.But it’s not all about the numbers—this episode explores what you’re retiring TO, not just FROM. Whether you’re dreaming of FIRE (Financial Independence, Recreational Employment) or simply looking to enjoy a meaningful post-work life, Bri and Dr. Jay he...
2025-03-1233 minChildfree Wealth®Breaking Free from Your Money Mindset: How Upbringing Shapes Your Financial Future, Ep 125Have you ever wondered why you think about money the way you do? In this episode, Bri and Dr. Jay dive into the powerful (and often hidden) ways our upbringing shapes our financial mindsets.Bri opens up about growing up with a religious lens on money, while Dr. Jay reflects on a family focus on personal excellence. Together, they explore privilege, financial guilt, and the responsibility that comes with financial advantages.But here’s the kicker: Negative money mindsets can hold us back—so how do we confront and change them? Bri and Dr. Jay shar...
2025-02-1928 minChildfree Wealth®Childfree Financial Planning: Building a Life You Love Today (and Tomorrow), Ep 123Work 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.
2025-02-0540 minChildfree Wealth®Life First, Then Finances. Here’s Why… Ep 119In 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, ...
2025-01-0833 minChildfree Wealth®Insights from XYPN & FinCon: Shaping the Future of Childfree Finance Ep. 112In this episode of the Childfree Wealth Podcast, hosts Dr. Jay and Bri dive into a detailed conference recap, comparing their experiences at two recent major events: XYPN Conference and FinCon. Dr. Jay shares insights from XYPN, a conference focused on financial planning and inclusivity, where he presented on childfree financial planning. In contrast, FinCon brought a social media-oriented atmosphere, emphasizing influencer engagement and content creation. Together, they explore essential topics like building awareness of childfree financial needs in the industry, developing connections in the digital age, and the value of offering more flexible services. Their reflections l...
2024-11-2034 minChildfree Wealth®Holiday Conversations: Navigating Family Gatherings when you’re Childfree Ep. 111In the next episode of the Childfree Wealth Podcast, hosts Bri and Dr. Jay dive into the unique challenges that childfree individuals face during the holiday season. They discuss the importance of setting personal boundaries with family, particularly around sensitive topics like politics, to help navigate feelings of guilt and stress. This episode offers practical tips on managing family interactions—whether through hosting smaller events, finding ways to connect in more intimate settings, or gradually coming out as childfree. Tune in to gain insights on maintaining your well-being this season and join us afterward to shar...
2024-11-1328 minChildfree Wealth®Shannon and Mike Planning Session 5: Family Care Game Plan Ep. 109In part 5 of this must-hear Financial Planning Series, CFP® Dr. Jay helps Shannon and Mike tackle the big decisions ahead. With a paid-off mortgage behind them, Shannon’s new job and Mike’s retirement planning take center stage as they discuss strategic changes to their contributions. But financial planning isn't just about numbers—Dr. Jay guides Shannon and Mike in the complex and delicate process of determining the type, level, and financial commitment for caregiving as parents age. With long-term care costs estimated at over $100,000 annually, they examine how to prepare for these significant expenses, weighing in-home care opt...
2024-10-3053 minChildfree Wealth®Shannon and Mike Planning Session 4: The Boring MiddleIn the next episode of The Childfree Wealth Podcast we’re back to Dr. Jay’s Financial Planning and Life Coaching series with Shannon and Mike! In session 4, CFP® Dr. Jay talks with Shannon and Mike about their major financial milestone—paying off their home. 🏡💸 But what’s next for this couple? Dr. Jay helps them explore how to allocate their financial freedom. Together, they discuss Shannon’s new job 👩💻, how to balance extra income between travel ✈️, investing 📈, and giving back through random acts of kindness 💖. This episode focuses on navigating the 'boring middle' of financial stability with purpose and...
2024-10-2347 minChildfree Wealth®The Solo Spouse: Why Both Partners Need to Understand Your Financial Situation Ep. 107In this episode, Dr. Jay and Bri dive into the critical importance of financial awareness within relationships and families. 💬 Whether you're managing shared accounts or keeping track of personal finances, being informed is key to avoiding the dangers of financial infidelity—where one partner is left in the dark.They break down how to create an “In Case I Die” file and the power of tools like a “NokBox” (link below) to organize essential financial information, making it accessible when it matters most. 📂🛠️ Jay and Bri also explore the roles of executors and power of attorney, and how to handle the com...
2024-10-1627 minChildfree Wealth®Year-End Financial Fixes: Essential Moves Before the New Year Ep. 105🎙️ In this episode, Bri and Dr. Jay cover everything you need to know to wrap up the year on a strong financial note! 💡 Get expert insights on essential year-end tasks, from tax planning and harvesting unrealized losses 📉 to understanding capital gains taxes and Required Minimum Distributions (RMDs), especially for inherited IRAs. 🔍Bri and Dr. Jay share actionable tips on managing Roth IRA contributions, adjusting tax withholdings for future income changes, and optimizing charitable donations. 💰 Plus, learn the importance of reviewing insurance policies, estate planning documents, and even your credit card spending! 💳Don’t miss out on this opportunity to...
2024-10-0228 minChildfree Wealth®Unlock Your Best Benefits: Open Enrollment Essentials🎙️ In this eye-opening episode, Bri and Dr. Jay dive deep into everything you need to know for the upcoming open enrollment period! 🌟 From reviewing your insurance options to making sure you're maximizing your benefits, they’ve got you covered. Don’t miss key discussions and what you need to know about:✅ Long-term disability & care insurance 📋✅ Life insurance for child-free individuals 💡✅ Health, dental, & vision insurance tailored to you 🏥✅ Pet insurance & estate planning essentials 🐾📜✅ Retirement plans, 401(k) contributions, & employee stock options 💰Plus, don't miss out on tips for using your FSA funds before year-end and the importance of updating...
2024-09-1826 minChildfree Wealth®What does a CFP® Professional learn? Pt. 6 Estate Planning🎙️ Dive into the essential world of estate planning with our latest episode, "What does a CFP® Professional learn? Pt. 6 Estate Planning”. 🎧 Bri and Dr. Jay finish their conversation around the CFP® process and learnings with the fundamentals on Estate Planning—asset disposition, ownership types, gifting rules, and the gross estate. 🏠They help unravel the complexities of estate tax calculations 💰, exemptions, and generation-skipping transfer tax, while covering vital documents like wills and powers of attorney 📜, and the probate process through their insightful conversation.And explore strategies for business succession, charitable gifting 🎁, and managing digital assets 💻. This episo...
2024-09-0425 min
Childfree Wealth®Episode 100! Where Are We Now🎙️ Join us for a momentous 100th episode of the Childfree Wealth Podcast! We're marking this milestone with an in-depth exploration of life planning, financial strategies, and the distinctive paths of childfree individuals. 🌍In this special episode, Bri and Dr. Jay break down the eight ‘No Baby Steps' —a set of innovative financial strategies tailored for those pursuing childfree lives. From maximizing your financial independence to enhancing your life experiences by simplifying your finances, we cover it all. But that’s not all—we delve into the heart of what it means to live a fulfilling, childfree life, w...
2024-08-2836 minChildfree Wealth®Celebrating International Childfree Day🎙️ In this special episode of the podcast, host Bri celebrates International Childfree Day with an insightful conversation featuring distinguished guests Dr. Jay, Nandita Bajaj, Christine Erickson, and Angela Harris. Together, they explore the multifaceted experience of living childfree, examining its implications on legacy, minimalism, policy changes, and empowerment within the community.Join us as our guests share their unique perspectives on creating a fulfilling life without children, emphasizing the importance of freedom, meaningful relationships, and personal responsibility for future care. 👥 The discussion also delves into practical financial planning strategies tailored for those without children, highlighting flexibility, minimalism, and the...
2024-08-0139 minChildfree Wealth®Childfree People by the Numbers🎙️ In this episode, we delve into the Pew Research Study on Adults Without Children. Rachel Minkin from Pew Research Center shares insights on why a significant percentage of adults under 50 are unlikely to have children, and why many adults over 50 never had children. We explore the top reasons for not having children, and highlight the financial impact and social dynamics experienced by childless adults. Additionally, we address concerns about care in old age and the relationships childless adults maintain with their extended family. You can read the entire report here: https://www.pewresearch.org/social-trends/2024/07/25/the-e...
2024-07-2534 minChildfree Wealth®Retirement Planning: What does a CFP® Professional Learn? Pt. 5🎙️ Welcome to our latest episode covering what a CFP® Professional learns, this time we're focusing on retirement strategies! 🏦 We cover the essentials of 401(k)s, IRAs, and saving for retirement. 📊We also discuss investment considerations such as time horizon, risk tolerance, and how to match them with your retirement plan. 📈 Learn about distribution rules, tax implications, and options for taking out your money. 💵For business owners, we explore retirement plan selection based on company objectives and employee benefits. 👥 Lastly, we touch on Social Security and its future implications. 🔍 The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and D...
2024-07-1730 minChildfree Wealth®What does a CFP® professional learn? Pt. 4 Taxes🎙️ Hey, Childfree Wealth listeners! In this episode, we're diving into the intriguing world of tax planning 📊. Dr. Jay and Bri talk us through some of the essentials of income tax law fundamentals, income tax calculations, tax characteristics of entities, and more. From understanding gross income to the nuances of capital gains, we've got you covered! 💼 We also explore some unique aspects of tax planning, and discuss strategies that can save you thousands, if not millions, over time 💰. With the Tax Cut and Jobs Act sunsetting in 2025, now is the time to plan smartly! Our experts share valuable insights on pas...
2024-06-0631 minChildfree Wealth®Happy Money: The Science of Happier Spending (Book Club)Hey, Childfree Wealth® listeners! We're back with this month's book club, diving into "Happy Money: The Science of Happier Spending" by Elizabeth Dunn and Michael Norton. If you enjoyed "Die with Zero," you're in for a treat with this one too. Join us as Bri and I discuss our thoughts on the book. Bri found it enjoyable but wished for more scientific depth. Despite its brevity—it's less than a 4-hour audiobook—it serves as a great high-level overview of happier spending.We explore the five main principles from the book, sharing personal stories about vacati...
2024-06-0126 minChildfree Wealth®What does a CFP® professional learn? Pt. 3 InvestmentsIn this conversation, Bri & Dr. Jay review her third CERTIFIED FINANCIAL PLANNER™ course focused on investments. As part of her professional journey, Bri undertakes these courses to enhance her understanding and skills in various areas of financial planning. The investment planning course is a crucial component of the CFP® Professional curriculum, designed to equip financial planners with the knowledge and skills to make informed investment recommendations to their clients. Through candid discussion, Bri shares insights and learnings from the course, covering a wide range of topics from fixed income and equities to pooled investments and...
2024-05-0331 minChildfree Wealth®Legacy Beyond Offspring with CaTyra PollandIn this intriguing episode, Bri dives deep into the topic of legacy with guest, CaTyra Polland!As a poet, keynote speaker, and author of her new book, Legacy Beyond Offspring, she’s focused on shattering conventional norms by exploring the concept of legacy beyond parenthood. From her own experience to insights from a focus group of childfree individuals, CaTyra discusses the myriad ways to leave a lasting impact without having children.Beyond that, CaTyra shares her experiences as an author and editor, providing valuable advice to aspiring writers. This ep...
2024-05-0126 minChildfree Wealth®Your Money or Your Life (Book Club)Get ready for a deep dive into personal finance and life purpose as Bri and Dr. Jay take on the timeless book, "Your Money or Your Life!"This lively discussion isn't just about numbers, it's about aligning your time, money, and passion to create an amazing life. Expect thought-provoking insights on consumerism, work-life balance, and the importance of valuing your time and energy while being packed with wisdom on how to make your finances work for you, not the other way around.Plus, there's a healthy dose of humor...
2024-04-2429 minChildfree Wealth®Changes at Childfree Wealth®Childfree Wealth® is growing!With that, we’ve had some recent changes. In this episode, Bri & Dr. Jay discuss the state of the firm & share more information regarding the Childfree Wealth Check-up, the newest way to work together. The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples. Like the show? Leave us a rating & review! If you want to join the conversation, email us at...
2024-04-1729 minChildfree Wealth®Head Trash - Stop Standing In Your Own WayDo you have head trash holding you back? Those pesky mental hurdles can hold us back from reaching our full potential. With humor and candor, Bri & Dr. Jay explore how our own stories and ingrained beliefs can become roadblocks on the path to success.Dr. Jay kicks off the discussion by likening head trash to unwanted clutter in our minds, obstructing our progress. Together, they dissect the origins of these mental barriers, uncovering how societal norms, personal experiences, and even offhand comments can shape our perceptions of ourselves and our capabilities.
2024-04-1031 minChildfree Wealth®What does a CFP® professional learn? Pt. 2 InsuranceWondering what a CFP® Professional learns? As Bri completes her CFP® coursework, her & Dr. Jay recap what she’s learned. In this episode they tackle insurance planning and risk management.While insurance may sound dull, they make it engaging by sharing Bri's journey through the course. She admits that it took a lot of discipline to power through as it at times felt neverending.You’ll hear practical advice on finding the right balance in coverage to make sure you’re not over or under insured. They also emphasize the impo...
2024-04-0332 minChildfree Wealth®Profit First (Book Club)Profit First by Mike Michalowicz tackles a common blindspot in businesses: financial clarity with a focus on making profit a priority from day one. By allocating funds for profit upfront, businesses ensure financial stability and sustainable growth, debunking the myth that profit is a dirty word. Bri introduces the five foundational accounts recommended by the book: income, profit, owner's pay, taxes, and operating expenses. These accounts provide a clear framework for financial management, empowering entrepreneurs to thrive without compromising profitability.Join Dr. Jay and Bri as they unravel the secrets t...
2024-03-2723 minChildfree Wealth®Planning for ParentsYou may have heard of the sandwich generation, but have you heard of the open face sandwich?We use this term when referring to childfree people needing to take care of not only themselves, but their parents. If you’re childfree, it’s often assumed you can handle your parents.Sometimes it can be hard to know what to do. In this episode, Bri & Dr. Jay dive into what it takes to care for parents and how you can start having that conversation.Reso...
2024-03-2025 minChildfree Wealth®Dying Kindness with Cianna"Hi, I'm Cianna and I'm going to die someday." With this thought-provoking introduction, Cianna Stewart, founder of Dying Kindness prompts questions from those around her.Today, Bri talks with her as she shares her unique perspective as a caregiver with extensive experience in navigating the complexities of death to the forefront. Drawing from her background working in HIV during the 1990s and her personal encounters with loss, Cianna shares invaluable insights on making key decisions now to ensure a gentler departure for ourselves and greater peace for our loved o...
2024-03-1540 minChildfree Wealth®Childfree Estate PlanningMany individuals may delay or avoid estate planning altogether, but Bri and Dr. Jay make a compelling case for why it's essential regardless of parental status. Breaking down the components of estate planning, including wills, power of attorney, and living wills, you’ll hear what each entails and why they're vital for everyone, especially the childfree. Throughout the episode, they emphasize the importance of taking action now rather than later. Discussing common misconceptions about estate planning, Bri and Dr. Jay highlight the potential consequences of neglecting this critical aspect of financial security.
2024-03-0829 minChildfree Wealth®Rebekah & Matt Planning Session 1In this episode, you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®. Rebekah & Matt, were originally in the Portraits of Childfree Wealth book & agreed to have their financial planning process recorded and shared.Resources:Forced AdultingUnpacking Money GuiltThe Family Budgeting MeetingDisclaimer: Rebekah & Matt have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning. If you are listening to this session, remember that the advice given to Rebekah & Matt...
2024-03-0158 minChildfree Wealth®The Gap and the Gain (Book Club)Discover how "The Gap and the Gain" challenges conventional thinking about success and happiness. Bri and Dr. Jay dissect the book's key concepts, from reframing perspectives on achievement to navigating the pitfalls of social media comparison.As they share personal anecdotes and professional insights, Bri and Dr. Jay invite listeners to question their own attitudes towards success and fulfillment. Whether you're a high achiever striving for more or someone seeking validation in their current accomplishments, this episode offers valuable reflections on finding balance and embracing gratitude.Stay tuned for the next book club...
2024-02-2826 minChildfree Wealth®Untangling Self-Worth with Sheri JohnsonDr. Jay is joined by Sheri Johnson to unpack the nuances between being childfree and childless, drawing from Sheri's personal experience of transitioning from a fertility journey to embracing a childfree lifestyle. Sheri shares her journey of grappling with miscarriages, fertility challenges, and the pivotal decision that led her to redefine her path without children.Through heartfelt dialogue, they explore the societal pressures surrounding parenthood, challenging stereotypes, and societal expectations. Sheri offers valuable insights into untangling one's desires from external pressures, empowering listeners to navigate their unique journeys with authenticity and self-awareness.They delve into t...
2024-02-2134 minChildfree Wealth®Love & Money with Bri's WifeToday Bri brings her wife, Addie, to the mic as they dive into the delightful world of love, money, and yes, even chicken nuggets (Addie’s Version)!From the get-go, the banter is lively as Bri and Dr. Jay set the stage for a candid conversation about relationships and finances. Addie adds an extra layer of warmth as she shares personal anecdotes and insights into their journey as a couple.Together Bri and Addie offer their perspective on the joys and challenges of merging finances in a modern relationship. Fr...
2024-02-1440 minChildfree Wealth®The Boring MiddleJoin Bri and Dr. Jay, CFP® as they embark on a rollercoaster ride through the perilous terrain of the boring middle—a place where budgets clash, impulses run wild, and chicken nuggets become the center of existential crises.In this episode, they lift the curtain on the hidden dramas lurking beneath the surface of financial planning. From late-night panic texts over shoe purchases to heated debates about grocery budgets, they reveal the hilarious and heartwarming realities of managing money as a childfree couple.But fear not, dear listener! Amidst the...
2024-02-0723 minChildfree Wealth®25% of People May Be Getting Bad Financial Advice (FinCon Talk)In this captivating talk from FinCon 2023, join Dr. Jay Zigmont, CFP® as he delves into the often-overlooked financial landscape of the childfree community. Dr. Jay, known for his unique perspective as a childfree individual himself, takes the audience on a thought-provoking journey through his experiences and insights.Dr. Jay starts by addressing the societal nuances surrounding being childfree by choice, sharing anecdotes about celebrating childfree life with a billboard in Times Square. He humorously navigates the differences between being childfree and proudly displaying it on a billboard, shedding light on the challenges and judgments faced by the c...
2024-02-0248 minChildfree Wealth®Who Cooked Adam Smith's Dinner? (Book Club)Dr. Jay and Bri engage in a spirited discussion about their recent book club selection, "Who Cooked Adam Smith's Dinner?" by Katrine Marçal. While Bri selected the book, she acknowledges her disappointment after reading it. Meanwhile, Dr. Jay reveals his struggle with the book & ultimately the decision to not finish it.Key takeaways include questioning the book's binary approach in reflecting modern relationships and workforce dynamics. Personal experiences are interwoven to challenge rigid gender roles. The discussion extends to investing, exploring parallels between ESG funds and acts of love or self-interest.
2024-01-3120 minChildfree Wealth®DINK Math with Erika & Kristen from DINKYGet ready for the ultimate DINK math applications, including the potential for adopting 30 cats a year or splurging on that extra guac and third margarita because, hey, the sitter money is just waiting to be spent! With a dash of wit, a sprinkle of memes, and a whole lot of fun, this episode proves that being childfree doesn't mean being serious.Join Dr. Jay and the dynamic duo from the Dinky pod, Erika and Kristen, in a hilariously unhinged episode that unveils the wild world of DINK math. If you're childfree and craving laughter mixe...
2024-01-2434 minChildfree Wealth®Childfree Midlife CrisisPicture this: Dr. Jay running a maple syrup farm and selling stuff on eBay because he had no clue what to do after achieving his goals. That’s exactly what happened when he hit the childfree midlife crisis - the time when you hit your personal, professional, & financial goals.When working through this with clients, there’s no one-size-fits all guide for childfree folks facing this crisis. The episode takes a heartwarming turn as Dr. Jay puts Bri on the spot with three powerful life questions. Spoiler alert: it gets emotional, and you'll want to g...
2024-01-1725 minChildfree Wealth®Flashing Red LightsThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss flashing red lights - issues that require attention.They cover various topics, including estate planning, budgeting, debt, disability insurance, the complexity of mixing investment strategies, and the importance of understanding taxes. You’ll also hear them touch on the challenges of caring for aging parents and the risks of being underinsured. The episode emphasizes the need for pro...
2024-01-1028 minChildfree Wealth®Things DIYers ForgetThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Dr. Jay talks with Cody Garrett, CFP®, of Measure Twice Money.They’ll explore the common misconceptions about financial planning and abolish the idea that it's all about choosing investments. Cody shares his unique approach, emphasizing the importance of gaining clarity and confidence in understanding how your money aligns with your life, not someone else's. They discuss the pitfalls of DIY financial planning and when...
2024-01-0535 minChildfree Wealth®Start 2024 Off RightThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay give tips on how to get started on your financial journey in 2024.Bri starts by emphasizing giving yourself grace and encourages you to appreciate the emotional aspects of your financial journey. From there, they continue with practical advice that includes calculating net worth, evaluating income and expenses, and creating realistic budgets. The episode ends with Dr. Jay advoc...
2024-01-0327 minChildfree Wealth®Bri is a Childfree Wealth SpecialistThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. After nearly a year of training, Bri is now a Childfree Wealth Specialist & is set to start taking on her own clients.You’ll hear more about her experience & insights as the conversation dives into the emotional aspects of financial planning, highlighting the importance of addressing clients’ worries and anxieties. Bri discusses her journey, the challenges of discussing feelings, and the unexpecte...
2023-12-2729 minChildfree Wealth®Get Good with Money (Book Club)The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. This week, Bri & Dr. Jay review Get Good with Money by Tiffany Aliche, the Budgetnista.Bri appreciates that Aliche starts the book by pointing out that learning about money will come with growing pains. Together they highlight the book’s structured approach to financial wellness & appreciate the in-depth coverage of often overlooked topics. You’ll hear their differing views on the book's approach to saving and inves...
2023-12-2025 minChildfree Wealth®Bri Is Not My WifeThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay bring an end to the assumption that they’re married while discussing how the lack of diversity contributes to an abundance of misogyny in the financial industry.They’ll discuss the challenges they face working together & hosting a podcast as a male-female duo and challenge traditional gender roles. Meanwhile, they’ll explore how traditional stereotypes have impacted the industr...
2023-12-1322 minChildfree Wealth®Forced AdultingThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss the concept of forced adulting.The concept of forced adulting came from a client. As Dr. Jay walked through the financial planning process with them, they referred to it as forced adulting. Simply put, it’s accountability in getting done the things you need to do. When working with clients, each month we focus on one or two...
2023-12-0628 minChildfree Wealth®Essential Retirement Planning for Solo Agers (Book Club)The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. Join as they discuss Essential Retirement Planning for Solo Agers by Sara Zeff Geber, PhD.While Bri thinks the title is a bit misleading, and discusses the emphasis placed on couples. She challenges the notion that those in dual-income households will eventually be solo agers, noting the resource disparities between DINKS and true soloists. Dr. Jay gets caught in the introvert-extrovert battl...
2023-11-2929 minChildfree Wealth®Mental Health & Money with Lindsay from Mind Money BalanceThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Dr. Jay talks with Lindsay Bryan-Podvin of Mind Money Balance.She is a financial therapist in Michigan, author of The Financial Anxiety Solution, & creator of the brand, Mind Money Balance. She explores the emotional side of money, tackling anxiety, guilt, and the pursuit of happiness through increased income. Lindsey offers practical strategies for navigating financial survivor guilt without resorting to trans...
2023-11-2244 minChildfree Wealth®Meeting in Person, FinCon, & Celebrating 50 EpisodesThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay celebrate 50 episodes, recap FinCon, & discuss meeting in person for the first time.You’ll hear about their experience at FinCon, a conference for financial content creators, & what it was like to meet in person for the first time. They dig deep touching on moments of disagreement, personal growth, and the passion they invest in helping childfree individuals navigat...
2023-11-1528 minChildfree Wealth®What does a CFP® professional learn? Part 1The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss the first course in the CERTIFIED FINANCIAL PLANNING™ series of courses.While Bri is currently an Investment Advisor Representative, she’s decided to work towards earning the CFP® designation. This process is made up of the “4 E’s”, including education, exam, experience, & ethics. The education component requires one to hold a Bachelor degree & complete specific financial planning coursew...
2023-11-0827 minChildfree Wealth®Life Done Differently with Lisa JansenThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Dr. Jay talks with Lisa Jansen, author of the book, Life Done Differently. In 2017, at age 33, Lisa started asking the questions, “Do I want marriage and kids? If not, what else is there?” This led her to quit her job to live and travel in her camper van for four and a half years around New Zealand. Eventually she decide...
2023-11-0128 minChildfree Wealth®The Psychology of Money (Book Club)The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss key takeaways from The Psychology of Money by Morgan Housel.One of the primary takeaways is the hidden indicator of true wealth is freedom and flexibility. Managing your finances isn’t just about the numbers; it’s about what you can do with your money that truly matters. You’ll be reminded that while you won’t always be r...
2023-10-2528 minChildfree Wealth®Unpacking Money GuiltThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss money guilt.Dr. Jay kicks off the conversation by discussing his upbringing and the notion of the "rent and ramen" phase, where you just have enough to cover your basic needs. However, even when you've achieved financial success, breaking free from the constant work ethic can be a daunting task. Bri, on the other hand, shares h...
2023-10-1827 minChildfree Wealth®Go Global with SibuThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri talks with Sibu from Go Global with Sibu on Instagram.In 2006 at 17 years old, Sibu moved to Guangzhou, China, without speaking a word of Chinese. Since then she’s been traveling the world solo. A self described “global citizen, foodie, and fan of everything the world has to offer,” she helps people learn how to take advantage of free travel & mo...
2023-10-1135 minChildfree Wealth®Investment Fees - Do You Know What You're Paying?The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss investment fees.They'll leave you wondering if you've been unknowingly paying exorbitant fees for your investments. Bri's passionate reaction to these fees will resonate with anyone who's felt taken advantage of. Dr. Jay breaks down the shocking numbers and reveals the hidden costs that could be eating away at your wealth. Get ready for a rea...
2023-10-0431 minChildfree Wealth®The Little Book of Common Sense Investing (Book Club)The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss the Little Book of Common Sense Investing by John C. Bogle.Bogle, the creator of Vanguard revolutionized the investing landscape with the creation of index funds. Using index funds, investors can embrace a simple, low cost way of managing & growing their wealth. Listen as Bri & Dr. Jay breakdown key concepts like asset allocation, fees, & discuss the g...
2023-09-2723 minChildfree Wealth®I'll Make You Quit Your JobThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss quitting your job.Many clients have come to us burnout with their job or simply wanting to make a change. After being in multiple client meetings, Bri started to notice a trend. If someone said they were unhappy with their job, Dr. Jay would tell them to make a change often in the form of quitting their...
2023-09-2020 minChildfree Wealth®Advocating for the Childfree Community with Tiffany J MarieThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Dr. Jay talks with childfree content creator, Tiffany J. Marie about advocating for the childfree community.They discuss the challenges of handling negative comments and judgements in the childfree space, both online and offline. Then they dive into the significance of International Childfree Day and the need for greater recognition and inclusion of the childfree demographic in marketing and everyday life...
2023-09-1340 minChildfree Wealth®Environmental, Social, Governance: ESGs ExplainedThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss ESGs.ESGs investing, short for Environmental, Social, Governance, is based on the concept of avoiding companies that include oil, weapons manufacturing, & exploit child labor. It has gained traction over the years by those looking to be socially conscious in their investments. However, it hasn’t all been smooth sailing. Not only have ESGs historically shown lower returns...
2023-09-0623 minChildfree Wealth®Think and Grow Rich (Book Club)The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss Think & Grow Rich by Napoleon Hill for their August book club selection. Written by Napoleon Hill and published in 1937, Think & Grow Rich is the original motivation book where many of today’s motivational content comes from. Hill met with millionaires of the time, asking questions such as “What makes a winner,” and discussing how you find one’s defini...
2023-08-3028 minChildfree Wealth®How Investing Impacts Your Financial PlanThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss how investing impacts your financial plan.This podcast is part of a larger series on investing. When it comes to investing, people often can feel overwhelmed. While investing itself can be simple, it does take time to understand it. In this specific episode, they discuss how investing impacts your financial plan. Knowing the implications of the inves...
2023-08-2323 minChildfree Wealth®Where to Hold InvestmentsThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay continue their discussion on investing & dig deeper into where you should be investing.If you haven’t already, listen to Investing 101 & Invest in What You Understand. Through a quiz format, Dr. Jay asks Bri to explain different accounts. With a variety of accounts available, it’s important to understand the different types of accounts, the tax implications, & when you...
2023-08-1621 minChildfree Wealth®8 No-Baby StepsThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss the 8 No-Baby Steps.Knowing where to start when it comes to finances can often be confusing & stressful. The 8 No-Baby Steps were designed to be a financial roadmap for childfree individuals. To help you get started on your financial journey, we’ve created a free 8 No-Baby Steps course.8 No-Baby Steps
2023-08-0928 min
The Dental Wealth Nation Show with Tim McNeelyStreamlining Insurance Collections: Bri Richardson’s Game-Changing Strategies for Dental Practices 0096Welcome to Dental Wealth Nation, your trusted guide to achieving financial success and delivering exceptional patient care in the dental industry. In our latest episode, "Dental Insurance SOS," we're thrilled to feature Bri Richardson, a renowned dental insurance expert, who will help you navigate the often complex world of dental insurance.
Bri Richardson, with her wealth of experience in assisting doctors with insurance-related challenges, unravels the intricacies of dental insurance in this enlightening episode. She shares invaluable insights on accurately estimating copays, overcoming bureaucratic hurdles, and ensuring prompt payment within 30 days of treatment completion.
Many...
2023-08-0225 minChildfree Wealth®International Childfree Day with LeNora Faye & Cody HetzelThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Dr. Jay talks with LeNora Faye & Cody Hetzel to celebrate the 50th anniversary of International Childfree Day!LeNora is a childfree lifestyle advocate, speaker, and moderator who creates global platforms, both public and private, for people who are choosing not to birth or raise children. She is a co-host of the international podcast and web series, Childfree Girls and serves a...
2023-08-0140 minChildfree Wealth®The Simple Path to Wealth (Book Club)The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss The Simple Path to Wealth by JL Collins.Each month Bri & Dr. Jay discuss a different book. For the month of July, they discuss Collins’s ever-popular book about investing. Before writing this book, he shared his investing mistakes on a blog & in letters to his daughter. After gaining popularity, the book was born. If you’ve been a...
2023-07-2622 minChildfree Wealth®The Gardener & the Rose with Heather & ScottThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Dr. Jay talks with Heather & Scott.As DINKs they embrace the gardener & the rose approach to life where one person is growing while the other is supporting. For them, this meant that after 10 years of being employed by the state, Heather started seeking a new challenge. This led to her leaving her career & pursuing her dream of being an author. T...
2023-07-1945 minChildfree Wealth®Invest in What You UnderstandThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss different investment options to help you understand what they are.You’ll hear Dr. Jay give Bri a quiz on the different types of investments & gain a better understanding of your options. Whenever it comes to investing, you should always understand what you’re investing in. Investment options can include stocks, bonds, mutual funds, ETFs, real estate...
2023-07-1227 minChildfree Wealth®Investing 101The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss all things investing.Throughout the episode, you’ll learn the number one rule of investing and some things to watch out for. When it comes to investing there are three things you need to understand: where you’re investing, what you’re investing in, & how it impacts your finances. Be on the lookout as we dig more in...
2023-07-0522 minChildfree Wealth®Die With Zero (Book Club)The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss the book “Die With Zero” by Bill Perkins.You’ll hear some of their greatest takeaways as well as Bri’s initial reaction to the book. Although the book isn’t a childfree book, it provides a great concept for how to balance your life when you have different amounts of time, money, & health. Next...
2023-06-2828 minChildfree Wealth®Let's Talk Pride with Ashley MareadyThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri talks with Ashley Maready about what it’s like being LGBTQIA+ in America.Together they share their individual stories of realizing they’re queer & coming out publicly. They discuss a few numbers related to being LGBTQIA+ and share what you can do to be a supportive ally.Connect with Ashley here!
2023-06-2133 minChildfree Wealth®The Soloist Life with Ashley MareadyThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Dr. Jay talks with Ashley Maready on what it means to be a soloist. A museum curator turned full-time freelancer she now spends her time writing & editing for different clients. After paying off $25,000 in debt in seven months she’s focused on building up savings to purchase a home for her and her three cats. Listen as she shares the joys...
2023-06-1436 minChildfree Wealth®Anna & Grant Planning Session #6Anna (from We’re Not Kidding) and her husband, Grant, agreed to have their financial planning process recorded and shared. Get a rare look behind the scenes of what it is like to work with a CFP® professional. This is the sixth session. Here is the first session, second session, third session, fourth session, & fifth session.In this session, we walk through business planning. Anna is a Childfree Life Coach who works with women struggling to make the decision on whether or not they want to be childfree. As her business grows, she needs to...
2023-06-091h 04Childfree Wealth®Student Loan UpdateThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss the latest information regarding federal student loans as of June 7, 2023.With federal student loan payments restarting soon, now is the time to prepare. Figure out where your loans are located, your estimated monthly minimum payments, & when you’ll need to start repaying them.Resources:Free Live Webinar: June 20th Free Student Loan Q&A Website: Federal Stud...
2023-06-0728 minChildfree Wealth®Anna & Grant Planning Session #5Disclaimer: Anna and Grant have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning with Dr. Jay Zigmont, PhD, MBA, CFP®. If you are watching this session, remember that the advice Dr. Jay is giving to Anna and Grant is for them only, and should be considered education or entertainment for your purposes.For previous sessions in this series click here: Session One, Session Two, Session Three, & Session FourIn this episode, you’ll hear what it’s like to be in a...
2023-06-0252 minChildfree Wealth®Planning for Long Term CareChildfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, the Bri & Dr. Jay delve into the topic of Long Term Care (LTC), discussing when to start thinking about it, what to do about it, the different options available, and the cost of long term care.As people age, the likelihood of needing long term care increases. Long term care can refer to a range of services and support. However, long term care can b...
2023-05-3129 minChildfree Wealth®Anna & Grant Planning Session #4Disclaimer: Anna and Grant have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning with Dr. Jay. If you are listening to this session, remember that the advice Dr. Jay is giving to Anna and Grant is for them only, and should be considered education or entertainment for your purposes.For previous sessions in this series, click here: Session One, Session Two, & Session ThreeIn this episode, you’ll hear what it’s like to be in a real financial plan...
2023-05-2659 minChildfree Wealth®Achieving Financial IndependenceChildfree Wealth Podcast is a show hosted by Bri Conn and Dr. Jay Zigmont, CFP®, focusing on finances for childfree and permanently childfree individuals. The show covers a wide range of financial topics, including budgeting, investing, saving, and planning for the future. In this episode, Bri and Dr. Jay use their expertise and experience to provide listeners with practical advice and strategies for building wealth and achieving financial independence.You can expect to gain a deeper understanding of how to navigate the unique financial challenges and opportunities that come with being childfree. Whether you a...
2023-05-2426 minChildfree Wealth®Anna & Grant Planning Session #3Disclaimer: Anna and Grant have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning with Dr. Jay Zigmont, PhD, MBA, CFP®. If you are watching this session, remember that the advice Dr. Jay is giving to Anna and Grant is for them only, and should be considered education or entertainment for your purposes.For previous sessions in this series, click here: Session One & Session TwoIn this episode, you’ll hear what it’s like to be in a real finan...
2023-05-1956 minChildfree Wealth®Breaking Free from the 9-5: FIRE vs. FILEChildfree Wealth Podcast is a show hosted by Bri Conn and Dr. Jay Zigmont, CFP®, focusing on finances for childfree and permanently childfree individuals. During the month of May, they are the topics of financial independence & retirement.In this episode, they explore the concepts of FIRE (Financial Independence Retire Early) and FILE (Financial Independence Live Early) and how they differ. While both are rooted in financial independence, FIRE is focused on retiring early and FILE is focused on achieving financial independence in order to live life on your own terms, regardless of age.
2023-05-1726 minChildfree Wealth®Anna & Grant Planning Session #2Disclaimer: Anna and Grant have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning with me. If you are watching this session, remember that the advice I am giving to Anna and Grant is for them only, and should be considered education or entertainment for your purposes.For previous sessions in this series click here: Session OneIn this episode, you’ll hear what it’s like to be in a real financial planning situation with Dr. Jay Zigmont, CFP®. This is An...
2023-05-121h 05Childfree Wealth®Exploring the Differences Between Financial Independence and RetirementWelcome to the Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®. This month, we'll be discussing retirement in the United States as it pertains to childfree individuals. We'll explore how the traditional retirement plan that we are taught from a young age doesn't fit childfree individuals and why retirement is a choice for us.As childfree individuals, instead of following the Standard Life Plan, we have the option to choose a different path. Instead of pursuing retirement we can pursue FILE or Financial Independence Live Early as an alternative. We'll d...
2023-05-1024 minChildfree Wealth®Anna & Grant Planning Series #1In this episode, you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®. Anna (from We're Not Kidding) and her husband, Grant agreed to have their financial planning process recorded and shared.In this introductory meeting, Dr. Jay’s goal is to get to know Anna & Grant and understand what matters to them. While each couple has their own story, Grant and Anna were very similar to many of the couples Dr. Jay works with. Childfree couples often get to a point where they can make differe...
2023-05-051h 05Childfree Wealth®Unlearning the Standard Life Plan with Katy SeppiIn this episode of Childfree Wealth Podcast, hosted by Dr. Jay Zigmont, CFP, invites special guest Katy Seppi, founder of The Childless Collective, to discuss the societal pressure to follow the standard life plan of going to college, getting married, buying a house, having kids, retiring, and passing on assets to the next generation.Katy shares her experience of growing up in a Mormon community, where having children was expected and considered a crucial aspect of life. She discusses her infertility journey & the emotional process it took on her.In the podcast, Katy emphasizes that...
2023-05-0336 minChildfree Wealth®Childfree vs. Childless with Katy SeppiWelcome to the Childfree Wealth Podcast, hosted by Dr. Jay Zigmont, CFP®. In this episode, Dr. Jay engages in a thought-provoking conversation with Katy Seppi, the founder of The Childless Collective, a community for women & non-binary individuals dedicated to fostering friendship, connection, healing, hangouts, conversation, and inspiration among childless individuals.During the podcast, Dr. Jay and Katy delve into the nuances and terminology between being childfree & childless. They explore the distinct experiences and challenges faced by each group and discuss the societal norms and expectations surrounding parenthood.Katy shares her personal journey and the motivation be...
2023-04-2635 minChildfree Wealth®Silicon Valley Bank & Protecting Your MoneyWelcome to Childfree Wealth Podcast, where we talk about financial planning for those who have chosen to live a childfree life. In this episode, we're discussing the recent Silicon Valley Bank bank run and what it means for your finances. Our hosts, Bri Conn and Dr. Jay Zigmont, CFP®, will be sharing their insights and tips on how to protect your wealth in uncertain times.The Silicon Valley Bank bank run was a wake-up call for many individuals, as they saw how quickly things can go wrong in the financial world. In this episode, we'll be discussing w...
2023-04-1927 min
Childfree Wealth®Meet the New Co-HostWelcome to the Childfree Wealth Podcast, where we talk about all things personal finance and being Childfree! We are excited to introduce our new co-host, Bri Conn, who brings a fresh perspective and a wealth of knowledge to the table.Bri is a marketer by trade, but she's currently working towards becoming a Certified Financial Planner. Her passion for personal finance and helping others achieve their financial goals is evident in everything she does.When Bri isn't working or studying, you can find her outside with her dog Lily. She loves hiking, running, and swimming...
2023-04-1220 min