Shows
Childfree Life by DesignProtecting Your Pets: Emergency Planning & Long-Term Care | Bri Conn, CFP® & Dr. Jay Zigmont, CFP®What happens to your pets if you're suddenly unable to care for them? For Childfree people with animal companions, this isn't just about planning for after you're gone. It's about having a solid plan for emergencies, temporary disability, and ensuring your pets get the care they need when you can't provide it.Bri Conn, CFP® and Dr. Jay Zigmont, CFP® tackle pet protection planning, from 155-pound English Mastiffs with special dietary needs to orange cats with attitude problems. They break down the difference between temporary care (you're in the hospital for three days) and permanent arrangements (you pa...
2026-02-1227 min
Childfree Life by DesignSpecial Episode 20: CES 2026 | Behind the Scenes of the World's Biggest Tech ShowThe Childfree Life By Design team just got back from CES in Las Vegas, and they're sharing everything: the coolest tech, the weirdest products, and what it's really like to run a booth at the world's biggest consumer electronics show.From hip airbags and remote dementia diagnosis tools to robot dogs and AI-powered picture frames that clone voices, this episode covers it all. The team also reflects on community connections, including a special dinner with Childfree community members, and what they learned about the growing interest in Childfree resources from around the world.Key...
2026-01-3029 min
Faith & RetirementMoney with a Mission - Adding Purpose to Your PortfolioThis week's episode focuses on preparing wisely in 2026 by aligning financial planning with biblical stewardship. Jay Peroni, CFP emphasizes that retirement success is not about predicting markets, but about intentional preparation before challenges arrive. Jay explains that most retirement stress stems from missed planning opportunities rather than market crashes, and that true wealth management is about alignment—ensuring money supports one’s faith, family, calling, and peace of mind.For 2026, Jay describes it as a “reset year,” marked by tax changes, permanent income decisions, and narrower margins for error. He stresses that retirement planning shifts from accumulation to coord...
2026-01-2826 min
Childfree Life by DesignBuilding Your Bench | Maddy Roche & Bri Conn, CFP®Who's on your bench? When you're building a Childfree life on your own terms, the professionals and teammates you surround yourself with make all the difference in how well you age.In this episode, Maddy Roche and Bri Conn, CFP®, walk through the essential people you need in your corner, from certified financial planners who understand Childfree planning to aging care managers who can help you navigate long-term care. They tackle why estate planning is more complex when you don't have a next generation to handle decisions, how Childfree Trust® provides a professional fiduciary solution, and why ou...
2026-01-2232 min
Childfree Life by DesignWelcome to Childfree Life by Design | Dr. Jay Zigmont & Bri ConnWelcome to a brand new era! After two and a half years as the Childfree Wealth® Podcast, we're excited to introduce Childfree Life By Design. This isn't just a rebrand; it's an expansion of our mission. While finances remain a cornerstone, we're now diving deeper into relationships, career decisions, and designing a life that works for you. In this special relaunch episode, hosts Bri Conn and Dr. Jay Zigmont introduce the expanded team. Key Takeaways:The rebrand expands the mission: Childfree Life By Design goes beyond financial planning to cover relationships, career pivots, healthcare navigation, community bu...
2026-01-0125 min
Still Against All OddsKnicks Win the Cup, Week 16 Preview, and Round One in the CFP | Still Against All OddsJoel, TPK, and Brother Bri discuss the Knicks winning the Cup, preview Week 16 in the NFL, and give out their best bets for the opening round of the CFP. -Knicks win the cup (2:00)-NFL Week 16 + Headlines (8:27)-CFP Round One (27:12) Our IG: https://instagram.com/stillaao/Our X: https://x.com/StillAAOOur YT: http://www.youtube.com/@StillAgainstAllOdds Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2025-12-1846 min
Childfree Life by DesignA Fond Farewell and the Evolution to Childfree Life by Design, Ep 171We've reached the final episode of the Childfree Wealth podcast hosted by Bri and Dr. Jay, CFP®! It's been an incredible two-and-a-half-year run with 171 episodes published and over 100,000 downloads, and we couldn't be more grateful for this community.So, to celebrate all the amazing things that have happened, the whole Childfree Wealth team—Bri, Dr. Jay, Scott, and Fiona—joins us for a special episode to share wins, battle it out with some hilarious holiday finance trivia, and drop some major news about the future of the podcast.Note t...
2025-12-1719 minChildfree Life by DesignChildfree Retirement Planning, Ep 164Today, Bri Conn, CFP® and Dr. Jay, CFP® dig into what it really means to retire as a Childfree person—and why it might not look like what you’ve been told. Whether you're dreaming of beaches or terrified of boredom, this episode helps you get real about what comes after work.🔹 00:40 – When retirement chooses you 🔹 02:00 – Why retiring to something matters more than retiring from something 🔹 04:00 – Test-driving retirement before you commit 🔹 06:15 – The “Retirement Smile” and how spending changes over time 🔹 10:00 – Why the 4% rule might not apply to you 🔹 14:30 – Taxes, RMDs, and IRMA—oh my! 🔹 18:45 – How to plan for retir...
2025-11-1224 min
Faith & RetirementEpisode 90 – Screen & Clean: Investing That Honors GodIn this powerful episode, Jay Peroni, CFP unpacks what it means to invest with both wisdom and conviction. Most investors assume their portfolios are “neutral,” but Jay reveals that many mainstream investments quietly support causes and industries that contradict biblical values. That’s why his message is simple but urgent: before you build wealth, you must Screen and Clean.Jay explains that Biblically Responsible Investing (BRI) is more than avoiding controversial industries, it’s about aligning every financial decision with faith and purpose. He likens it to tending a garden: you remove the weeds so good fruit can grow...
2025-10-2426 min
The Kingdom Finance ShowAI Drives Q4 Market OutlookIn this episode of The Kingdom Finance Show, Chad Frantzen, CFP®, breaks down how artificial intelligence, corporate earnings, and global economics are shaping the markets in Q4 2025.Chad explains how AI continues to fuel capital spending, why high valuations could lead to short-term pullbacks, and what investors should watch as we approach 2026. He also shares insight on how long-term investors can stay steady through volatility while staying true to Kingdom principles.Learn why diversification, liquidity, and patience matter most right now—and how AI’s growth is creating both opportunity and caution in today’s market...
2025-10-2222 minThe Kingdom Finance Show21 Shutdowns Later: US Government vs Market ResilienceIn this episode of The Kingdom Finance Show, Chad Frantzen, CFP®, breaks down what the latest U.S. government shutdown really means for your investments.Discover how markets have responded to all 21 shutdowns since 1976, why the economy often bounces back, and what you can do to stay steady through political uncertainty.Chad shares data from Goldman Sachs, insights from past market trends, and a clear Kingdom perspective on how faith-filled investors can make wise financial decisions, even when Washington stalls.Gain clarity. Build confidence. Steward your money with purpose.---
2025-10-1318 minChildfree Life by DesignThinking 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...
2025-10-0126 minChildfree Life by DesignREPLAY: 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...
2025-07-3021 min
The Bucket Plan® On-Demand SeriesPermission to Spend: Rethinking Legacy Planning for Child-Free ClientsDiscover how to reframe legacy planning, estate strategies, and wealth management for clients without children. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as she interviews Bri Conn, CFP®, Childfree Wealth Specialist® at Childfree Wealth®. Learn how to build trust with this unique, and often underserved client base, avoid common planning biases, and implement the "Die With Zero" philosophy to help clients live their best financial life. From redefining legacy beyond genetic inheritance to creating flexible work arrangements that prioritize life experiences, this episode covers essential strategies for advisors looking to better serve the...
2025-07-0924 minChildfree Life by DesignMeet 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...
2025-06-0440 min
Podcasting for Financial ProfessionalsHow to Name Your Podcast: Identify the Gap in Your Industry | Bri Conn | Ep 54What if you niched down so far that you only served a very specific, small sub-set of the population?
That’s exactly what Jay Zigmont and Bri Conn did when they established the Childfree Wealth® podcast and brand. Both of them saw a gap in the traditional CFP curriculum that left childless couples and singles adrift, and took action to change that.
Now Bri and Jay have more clients than they imagined – all because of their extremely clear brand name. Could you possibly name your brand or your show for the specific group of people you serve...
2025-02-2036 min
Wake Up To Your Wealth with Julie MurphyYour Dream Financial Life Starts Here // Interview with Bri Conn from Childfree WealthStart 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, s...
2025-02-1444 minChildfree Life by DesignChildfree 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.
2025-02-0539 min
The Overcoming Overspending Podcast186: The Childfree Choice and How It Impacts Your Financial Planning with Bri Conn from Childfree WealthOne 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...
2025-01-2456 minChildfree Life by DesignInsights 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...
2024-11-2033 minChildfree Life by DesignHoliday 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...
2024-11-1327 min
Your Financial Planning MaestroS10:E1 - Time is key to become a CFP professionalDo not underestimate the time commitment to become a CFP pro!
In the first episode of series 10 of #YourFinancialPlanningMaestro podcast we talk to Laura Ripley, Financial Planner at BRI Wealth Management, about her journey to become a CFP professional.
We talk about the importance of:
1. Planning out your time
2. Not underestimating how much time it will take you
3. Not leaving it until the last minute to start – you’ve just got you start somewhere!
4. Obtaining support along the way. Professional support will make a...
2024-11-0730 min
FinancialSeason 6 Episode 4 Principles of Investing: Buiding a Portfolio with PurposeIn this episode, Stephen Stricklin and Paul Brock discuss the importance of providing clients with a balanced approach to investing, focusing on portfolio construction that aligns with both financial goals and values.
Guests Ben Malik and Mark Riefer offer their experience and expertise.
Ben Malik: A chartered financial analyst (CFA) and certified kingdom advisor (CKA), Ben focuses on buildingbiblically responsible portfolios under Bright Portfolios, which balance good returns with ethical investments.
Mark Riefer: A financial advisor, and certified kingdom advisor (CKA), with a long history of managing portfolios and experience in biblically responsible in...
2024-10-2400 min
Simplify Your RetirementSeason 6 Episode 4 Principles of Investing: Buiding a Portfolio with PurposeIn this episode, Stephen Stricklin and Paul Brock discuss the importance of providing clients with a balanced approach to investing, focusing on portfolio construction that aligns with both financial goals and values.
Guests Ben Malik and Mark Riefer offer their experience and expertise.
Ben Malik: A chartered financial analyst (CFA) and certified kingdom advisor (CKA), Ben focuses on buildingbiblically responsible portfolios under Bright Portfolios, which balance good returns with ethical investments.
Mark Riefer: A financial advisor, and certified kingdom advisor (CKA), with a long history of managing portfolios and experience in biblically responsible in...
2024-10-2400 minFinanceSeason 6 Episode 4 Principles of Investing: Buiding a Portfolio with PurposeIn this episode, Stephen Stricklin and Paul Brock discuss the importance of providing clients with a balanced approach to investing, focusing on portfolio construction that aligns with both financial goals and values.
Guests Ben Malik and Mark Riefer offer their experience and expertise.
Ben Malik: A chartered financial analyst (CFA) and certified kingdom advisor (CKA), Ben focuses on buildingbiblically responsible portfolios under Bright Portfolios, which balance good returns with ethical investments.
Mark Riefer: A financial advisor, and certified kingdom advisor (CKA), with a long history of managing portfolios and experience in biblically responsible in...
2024-10-2400 minRetirementSeason 6 Episode 4 Principles of Investing: Buiding a Portfolio with PurposeIn this episode, Stephen Stricklin and Paul Brock discuss the importance of providing clients with a balanced approach to investing, focusing on portfolio construction that aligns with both financial goals and values.
Guests Ben Malik and Mark Riefer offer their experience and expertise.
Ben Malik: A chartered financial analyst (CFA) and certified kingdom advisor (CKA), Ben focuses on buildingbiblically responsible portfolios under Bright Portfolios, which balance good returns with ethical investments.
Mark Riefer: A financial advisor, and certified kingdom advisor (CKA), with a long history of managing portfolios and experience in biblically responsible in...
2024-10-2400 minFinancial PlanningSeason 6 Episode 4 Principles of Investing: Buiding a Portfolio with PurposeIn this episode, Stephen Stricklin and Paul Brock discuss the importance of providing clients with a balanced approach to investing, focusing on portfolio construction that aligns with both financial goals and values.
Guests Ben Malik and Mark Riefer offer their experience and expertise.
Ben Malik: A chartered financial analyst (CFA) and certified kingdom advisor (CKA), Ben focuses on buildingbiblically responsible portfolios under Bright Portfolios, which balance good returns with ethical investments.
Mark Riefer: A financial advisor, and certified kingdom advisor (CKA), with a long history of managing portfolios and experience in biblically responsible in...
2024-10-2400 min
Simplify Your RetirementSeason 6 Episode 4 Principles of Investing: Buiding a Portfolio with PurposeIn this episode, Stephen Stricklin and Paul Brock discuss the importance of providing clients with a balanced approach to investing, focusing on portfolio construction that aligns with both financial goals and values.
Guests Ben Malik and Mark Riefer offer their experience and expertise.
Ben Malik: A chartered financial analyst (CFA) and certified kingdom advisor (CKA), Ben focuses on buildingbiblically responsible portfolios under Bright Portfolios, which balance good returns with ethical investments.
Mark Riefer: A financial advisor, and certified kingdom advisor (CKA), with a long history of managing portfolios and experience in biblically responsible investing. He emphasizes the importance of asset al...
2024-10-2400 minChildfree Life by DesignThe 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...
2024-10-1626 min
The Financial PhilosophersFinancial Planning with ChildFree Wealth® - Episode 59Send us a textThe Childfree Guide to Life & Money by Dr. Jay Zigmont, CFP® Pre-Order Link. Anyone who preorders can email their receipt to media@childfreewealth.com & they'll be entered into a drawing for a free Childfree Wealth Checkup ($500). Drawings are held monthly until the end of the year[2024]. Names stay in drawing until winning or the giveaway has ended. ChildFreeWealth.comChildFree Wealth Podcast Support the showSupport the Show:patreon.com/TheFinancialPhilosophersIf you would prefer the video ver...
2024-09-1935 minChildfree Life by DesignUnlock 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...
2024-09-1825 min
Faith & RetirementEpisode 22: A Three-Part Retirement Strategy Essential for Today’s RetireeOur Biblically Responsible Investing (BRI) message is breaking through! This movement is taking hold with Christian families. How can you join the movement? In this episode, Jay Peroni, CFP® shows you some simple steps to be a better steward. Then Jay provides an update on the Christian Stock Fund ETF (PRAY) and why it’s different from most funds in the marketplace.
2024-09-1326 minChildfree Life by DesignWhat 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...
2024-09-0424 minChildfree Life by DesignChildfree People by the Numbers with Rachel Minkin🎙️ 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...
2024-07-2532 min
The Stewardology Podcast196: Woke vs. Christian Investing (ESG vs. BRI)Send a textFinancial Advisor Tim Russell, CFP® and Pastor Drew Gysi discuss Biblically Responsible Investing and ESG InvestingSee the show notes here!Learn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.
2024-06-2547 minChildfree Life by DesignWhat 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...
2024-06-0630 minChildfree Life by DesignWhat 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...
2024-05-0330 minChildfree Life by DesignWhat 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...
2024-04-0331 minChildfree Life by DesignLove & 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 Life by DesignThe 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...
2024-02-0722 minChildfree Life by Design25% 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...
2024-02-0246 minChildfree Life by DesignBook Club: Who Cooked Adam Smith's Dinner?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.
2024-01-3119 min
Price of Avocado ToastWealth Building for the Childfree Community with Bri Conn from Childfree WealthToday's guest is Bri Conn from Childfree Wealth. She's an OG Toastie working toward the CFP designation with aspirations to help families in the childfree community. Bri shares some of the differences in terminology surrounding childfree families and the necessary reasons why wealth planning has to be personalized. We chat about the ideas behind "die with zero" and generational wealth as a catch-all phrase, and you'll get some specific advice and tips for ways to be more inclusive to all families. Enjoy! In this episode, we chat about: Childfree vs. permanently childless terms
2024-01-3139 minChildfree Life by DesignDINK 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...
2024-01-2433 minChildfree Life by DesignChildfree 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...
2024-01-1724 minChildfree Life by DesignFlashing 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...
2024-01-1026 min
Illegal Ham to the FaceJan. 4th 2024: The Ham is now 216
This week Fatty and Big Bri debut on Network 216 as the talk about... The #ClevelandBrowns and the #NFL Playoffs, #CollegeFootball and the #CFP, #FattboyThursday and New Food and New You, and of course our #Top3 Cleveland Team's New Year's Resolutions. Don't forget our #Trivia brought to you by City Dogs Cleveland.
And our show is always brought to you by:
Harold Kheel and the Lake Erie APA
hkeehl@poolleagues.com
lakeerie.apaleagues.com
City Dogs Cleveland
citydogs@clevelandohio.gov
tinyurl.com/meetacitydog
216-664-3476
Be sure to Like, Follow and Subscribe....
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2024-01-081h 25
Against All Odds with Cousin SalNFL Week 18, Best Bets for the Weekend, and Joel McHale Joins | Cousin Sal's Winning WeekendCousin Sal discusses the most recent news around the NFL before being joined by Brother Bri to give out their best bets for the weekend. They are then joined by actor Joel McHale to discuss how the Washington Huskies made it to the CFP national championship gameHost: Cousin SalGuests: Brian Szokoli and Joel McHaleProducers: Michael Szokoli, Joel Solomon, and Jack WilsonThe Ringer is committed to responsible gaming, please visit theringer.com/RG to learn more about the resources and helplines available, and listen to the end of the e...
2024-01-0553 minChildfree Life by DesignThings 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...
2024-01-0534 minChildfree Life by DesignStart 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...
2024-01-0326 minChildfree Life by DesignBri 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...
2023-12-2728 minChildfree Life by DesignGet 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...
2023-12-2024 minChildfree Life by DesignBri 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...
2023-12-1321 minChildfree Life by DesignForced 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...
2023-12-0626 minChildfree Life by DesignEssential 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...
2023-11-2927 minChildfree Life by DesignMental 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...
2023-11-2243 minChildfree Life by DesignMeeting 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...
2023-11-1527 minChildfree Life by DesignWhat 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...
2023-11-0826 minChildfree Life by DesignLife 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...
2023-11-0127 minChildfree Life by DesignThe 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...
2023-10-2527 minChildfree Life by DesignUnpacking 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...
2023-10-1826 minChildfree Life by DesignGo 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...
2023-10-1134 minChildfree Life by DesignInvestment 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...
2023-10-0430 minChildfree Life by DesignThe 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...
2023-09-2722 minChildfree Life by DesignI'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...
2023-09-2019 minChildfree Life by DesignAdvocating 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...
2023-09-1339 minChildfree Life by DesignEnvironmental, 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...
2023-09-0622 minChildfree Life by DesignThink 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...
2023-08-3027 minChildfree Life by DesignHow 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...
2023-08-2322 minChildfree Life by DesignWhere 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...
2023-08-1620 minChildfree Life by Design8 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
2023-08-0927 minChildfree Life by DesignInternational 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...
2023-08-0139 minChildfree Life by DesignThe 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...
2023-07-2621 minChildfree Life by DesignThe 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...
2023-07-1944 minChildfree Life by DesignInvest 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...
2023-07-1226 minChildfree Life by DesignInvesting 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...
2023-07-0521 minChildfree Life by DesignDie 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...
2023-06-2826 minChildfree Life by DesignLet'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!
2023-06-2132 minChildfree Life by DesignThe 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...
2023-06-1435 minChildfree Life by DesignStudent 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...
2023-06-0727 minChildfree Life by DesignPlanning 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...
2023-05-3128 minChildfree Life by DesignAchieving 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...
2023-05-2425 minChildfree Life by DesignBreaking 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.
2023-05-1725 minChildfree Life by DesignExploring 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...
2023-05-1023 minChildfree Life by DesignSilicon 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 Life by DesignMeet 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 minThe Kingdom Finance ShowThe Third Great Awakening: How Kingdom Impact Investing Can Reform SocietyAs followers of Jesus, we are meant to bring an expression of God's Kingdom into every sphere of society. That includes finances. In fact, having money that is made, managed, and directed from a Kingdom perspective is critical to lasting transformation. On this flagship episode of The Kingdom Finance Show, Chad Frantzen CFP®, CEO and Co-Founder of WealthBuilders Investments and Billy Epperhart, Co-Founder of WealthBuilders Investments discuss:• What is Kingdom impact investing?• How you can invest in The Third Great Awakening • The first investment anyone should make • 3 critical steps to becoming...
2023-01-1126 min
Illegal Ham to the FaceJan. 3rd 2023: Browns win / Spider Hits 71This week Fatty and Big Bri are getting into...
-#Browns win over Washington
-Mitchell scoring 71
-OSU and Michigan losing in CFP
-#Browns Vs. Steelers
-Fantasy Football Winner
-# FattboyTuesday Christmas and New Years food recap
- Top 3 Magical Moments
2023-01-041h 28
Bri The Sports GuyE538: Bri likes the Utes to upset USC putting the Buckeyes into the CFP. In the NFL Bri likes Bears over Packers (Rodgers last game as a Packer?), Lions over the Jags, 49 ers over Dolphins and his Bengals over the Chiefs in rematch of AFC championship.Bri likes the Utes to upset USC putting the Buckeyes into the CFP. In the NFL Bri likes Bears over Packers (Rodgers last game as a Packer?), Lions over the Jags, 49 ers over Dolphins and his Bengals over the Chiefs in rematch of AFC championship.
2022-12-0432 min
The Bottom Line Pharmacy Podcast: Sykes & Company, P.A.The Bottom Line Pharmacy Podcast: NCPA UpdatesSend us a textNational Community Pharmacists Association (NCPA) protects and promotes the interests of independent pharmacists whose success is vital to their patients and their communities. On this episode of The Bottom Line Pharmacy Podcast, your hosts Bonnie Bond, CPA, Kendell Harris, CPA and Scotty Sykes, CPA, CFP® are excited to sit down with Bri Morris, Senior Director of Program Management and Lead of Long-term Care Division at NCPA. The team discusses various hot topic updates in the pharmacy community and dives into the exciting events kicking off at the NCPA national trade show an...
2022-09-2227 minChildfree Life by DesignDo Childfree People Need Life Insurance?Matt and Dr. Jay discuss the need (or lack thereof) for life insurance for Childfree people. Do you need it? If so, when and why do you need it? What type of insurance might you want to get? What is the point in the first place?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 c...
2022-09-0533 minBri The Sports GuyE175: Bri makes his CFP predictions and then the guys talk-The good news on NHL/NBA COVID testing; No pre-season in the NFL; The Yankees amazing lineup and Hope for the Brewers in a super competitive NL Central.Bri makes his CFP predictions and then the guys talk-The good news on NHL/NBA COVID testing; No pre-season in the NFL; The Yankees amazing lineup and Hope for the Brewers in a super competitive NL Central.
2020-07-2337 min
Dissecting MoneyIntermezzo: Why Doctors are Poor InvestorsWHY DOCTORS ARE POOR INVESTORS
www.dissectingmoney.com/events
LATAR BELAKANG
Suka atau tidak, semua buku-buku finance menyatakan bahwa di antara semua profesional bergaji tinggi, kalangan dokter terkenal merupakan investor yang payah.
Kenali apa saja yang menjadi landasan-landasan pernyataan tersebut melalui acara ini.
GAMBARAN MATERI
Acara akan dibagi dalam 2 sesi:
1. Penjabaran faktor-faktor penghambat dokter dalam memulai atau berinvestasi; pembicara adalah seorang dokter spesialis orthopaedi yang baru saja memulai perjalanan dan menulis tentang personal finance dan investasi.
2020-03-0303 min