Shows
Childfree 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®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®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®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®New Year, New You: Reflect, Plan, Thrive, Ep 1182025 is here—are you ready to make it your best year yet? In this episode, Dr. Jay explores how to reflect on the wins and challenges of last year, set goals that fit your unique life, and build habits that actually stick. Whether you’re focused on improving your health, managing your finances, or growing personally, this episode is all about progress over perfection. Learn how to turn your big dreams into realistic, doable steps that lead to lasting change. Let’s make this the year you thrive!Mentioned in this episode:-Atomic...
2025-01-0125 minChildfree Wealth®Special Episode 19: Avoiding Financial Pitfalls in the 'Boring Middle' PhaseAre you stuck in the 'boring middle' of your financial journey? 🤔 In this last episode of our special series, Dr. Jay unpacks Chapters 21 and 24 of The Childfree Guide to Life and Money. From mastering your money mindset to navigating different financial perspectives in relationships, we explore what really drives success. Plus, discover how to avoid impulsive decisions during the plateau phase and why a financial planner is your secret weapon. 🎧 Tune in now, and don’t forget—pre-order the book for your bonuses: an exclusive Q&A with Dr. Jay and early access to Chapter...
2024-12-2710 minChildfree Wealth®Special Episode 18: Healthcare, Medicare, and Retirement for the ChildfreeAre you ready for retirement? 🕰️ In this special episode, we dive into Chapters 22 and 23 of The Childfree Guide to Life and Money to tackle Social Security, healthcare, Medicare, and long-term care.From planning for reduced Social Security benefits to understanding Medicare coverage and skyrocketing healthcare costs, this discussion helps childfree individuals navigate the complexities of retirement planning.🎧 Tune in to learn how to integrate these elements into a cohesive financial strategy and take control of your future!📚 The Childfree Guide to Life and Money is out Dec. 31—pre-order now and send your proof of...
2024-12-2007 minChildfree Wealth®Special Episode 17: Rethinking the 4% Rule: Financial Independence Without DependentsHow does the 4% Rule stack up for the childfree community? 🤔 In this special episode, Dr. Jay dives into Chapter 20 of The Childfree Guide to Life and Money, rethinking traditional financial planning for those without dependents. From adapting the 4% Rule to embracing a new purpose after financial independence (FI), this discussion reshapes the way we think about money post-FI.🎧 Tune in now for actionable insights, listener shoutouts, and a fresh perspective tailored to your childfree life!📚 The Childfree Guide to Life and Money is out Dec. 31—pre-order now! Plus claim your pre-order bonuses: ac...
2024-12-2006 minChildfree Wealth®Behind the Pages: Writing "The Childfree Guide to Life and Money", Ep 117What’s it like to create a book that speaks directly to the heart of the childfree community? Dr. Jay shares the ups, downs, and surprising discoveries from creating The Childfree Guide to Life and Money. From the eye-opening stat that 94% of childfree people report being happy (yes, you read that right!) to innovative tools like the 'Eight NO BABY Steps,' this episode is packed with insights. Plus, Dr. Jay reveals what’s next, including a groundbreaking 'Childfree Trust' product coming in 2025. Don’t miss this behind-the-scenes peek at the journey to publishing the ultimate...
2024-12-1828 minChildfree Wealth®Special Episode 15: Buy or Rent? A Childfree PerspectiveIs buying a house the right move, or is renting the better path for you? In this episode of the Childfree Wealth Podcast, we tackle the timeless debate: buying versus renting. From assessing your financial readiness to understanding the long-term costs and benefits, we explore how to make housing decisions that align with your goals. Whether you're considering real estate investments, multi-unit properties, or sticking to the flexibility of renting, this episode gives you the tools to decide what's best for your childfree life.Tune in to gain insights, bust myths, and uncover the hidden c...
2024-12-1307 minChildfree Wealth®Special Episode 16: Turning Passion Into Profit: Business Advice for the ChildfreeIn this special episode, Dr. Jay explores Chapter 19 of The Childfree Guide to Life and Money, diving into entrepreneurship for childfree individuals. Learn how to separate personal and business finances, leverage 1099 income, and maximize small-business perks like Solo 401(k)s and healthcare write-offs. Whether it's a side gig or a passion project, this episode is your guide to turning ideas into thriving ventures.🎧 Tune in to master the entrepreneurial game, childfree style!Pre-order your copy of the The Childfree Guide to Life and Money and you’ll also receive access to an exclusive Q&A with...
2024-12-1308 minChildfree Wealth®Special Episode 14: The Tax-Saving Secrets Every Childfree Person Should KnowTaxes aren’t just about filing—they’re about strategy. In this special episode, Dr. Jay dives into Chapter 17 of Childfree Guide to Life and Money, breaking down tax planning for the childfree community. From income vs. capital gains taxes to backdoor Roth IRAs, this chapter is your key to tax-efficient wealth-building. Listen now to take control of your financial future!Pre-order your copy of the The Childfree Guide to Life and Money and you’ll also receive access to an exclusive Q&A with Dr. Jay AND early access to Chapter 1 of “The...
2024-12-1307 minChildfree Wealth®Shannon and Mike Financial Planning Session 6: Wrapping up with Goals, Growth, and Gratitude Ep 114In the final session of this financial planning series, Dr. Jay helps Mike and Shannon tie everything together, addressing lingering questions and ensuring they have clear next steps. Together, they solidify their plans for estate and investment strategies, finalizing essential documents like wills and powers of attorney, and creating a monthly check-in system to stay aligned and proactive in their financial journey.Dr. Jay also helps them refine their investment approach, ensuring their decisions—such as account transfers, Roth IRA contributions, and an 80/20 stock-to-bond allocation—align with their financial goals and values, including ESG strategies.The...
2024-12-0255 minChildfree Wealth®Special Episode 12: Planning for ParentsCaring for aging parents can come with unexpected financial and emotional challenges, especially for the childfree community. In this episode of our special series, Dr. Jay delves into Chapter 15 of The Childfree Guide to Life and Money, “No Baby Step Seven,” offering actionable strategies to navigate these responsibilities. Discover how to evaluate your parents’ financial situations, plan for long-term care costs, and initiate meaningful conversations about their wishes. From building accessory dwelling units (ADUs) to considering retirement communities, this episode is packed with tips to help you create a collaborative family care plan while setting healthy boundaries.
2024-11-2908 minChildfree Wealth®Special Episode 11: Estate Strategies for Those Without HeirsIn this essential episode of The Childfree Wealth Podcast special series, Dr. Jay dives into Chapter 14 of The Childfree Guide to Life and Money, unpacking the nuances of estate planning tailored to childfree individuals. The discussion emphasizes the importance of key documents, like wills and powers of attorney, that protect your choices in times of incapacity. Dr. Jay introduces the concept of a “Childfree Trust” through a new partnership with Wellon Trust, providing listeners with a unique estate planning solution that ensures their assets are managed exactly as they envision. This episode is a must-listen for th...
2024-11-2208 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®Special Episode 10: Insurance Essentials for the ChildfreeIn this essential episode of The Childfree Wealth Podcast series, we dive into Chapter 13 of The Childfree Guide to Life and Money, where Dr. Jay breaks down insurance planning tailored to childfree individuals. Focused on managing risk and gaining peace of mind, Dr. Jay discusses property, liability, health, and long-term care insurance strategies that fit the unique financial goals of those without children. This episode sheds light on smart coverage choices, from recommended levels of liability insurance to term life and disability policies, empowering listeners to protect their assets with confidence. Don’t miss this insi...
2024-11-1507 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®Special Episode 9: Investing SimplifiedIn this episode of our special book series, Dr. Jay dives into Chapter 12 of The Childfree Guide to Life and Money, focusing on key investment strategies tailored for child-free individuals.From understanding the best investment accounts—401ks, IRAs, and taxable brokerages—to balancing risk and reward, this discussion highlights how to create a long-term plan that fits your life. Dr. Jay covers the "three-fund approach" for a diversified portfolio, asset allocation basics, and the benefits of a 'set it and forget it' philosophy to keep your investments aligned with your goals. For those considering professional advic...
2024-11-0809 minChildfree Wealth®Special Episode 7: Getting Your Finances in OrderIn Part 7 of our special series, Dr. Jay continues his deep dive into the groundbreaking book The Childfree Guide to Life and Money, as he moves into Part Two of the book: Getting Your Finances in Order and the innovative framework of the '8 No Baby Steps.'Join Dr. Jay as he compares these essential steps to the well-known financial advice of Dave Ramsey, highlighting the unique need for a financial plan tailored to individuals without children. Each step—from establishing an emergency fund to planning for wealth transition—is outlined, emphasizing the importance of a custo...
2024-11-0106 minChildfree Wealth®Special Episode 8: Pay off Your DebtIn this next episode from our special series based on The Childfree Guide to Life and Money by Dr. Jay, we focus on one of the most crucial steps to financial health—getting out of debt. Debt is a common challenge, but this episode breaks down two powerful strategies to eliminate it: the snowball method, which focuses on paying off smaller debts first, and the avalanche method, which tackles high-interest debts for maximum efficiency. Learn how to stop accumulating new debt, prioritize repayment, and take control of your financial future. Tune in to discover actionable budg...
2024-11-0107 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®Special Episode 6: Redefining LegacyIn this special episode of The Childfree Wealth Podcast, Dr. Jay dives into a deeply personal and often overlooked aspect of financial planning—legacy for childfree individuals. As part of our series exploring key chapters from Dr. Jay’s highly anticipated book, The Childfree Guide to Life and Money, this episode goes beyond financial assets to challenge listeners to rethink what legacy truly means.Dr. Jay discusses how legacy doesn’t have to be grand to be impactful, whether it’s through charitable giving, community contributions, or personal values. Tune in to explore the thou...
2024-10-2506 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®Special Episode 3: Financial Planning as a SoloistIn this special episode, the focus shifts to Chapter 3 of the Childfree Guide to Life and Money, where Dr. Jay explores the unique financial and life challenges faced by soloists—those living without children or partners. From the freedom to make your own decisions to the struggles of facing the 'single tax' and higher lifetime costs, this episode sheds light on the often-overlooked financial realities of solo living. Discover the importance of long-term planning, from designating healthcare decision-makers to managing future needs. Plus, get a sneak peek at the upcoming Childfree Trust launching in 2025. Whether you...
2024-10-1807 minChildfree Wealth®Special Episode 5: Financial Planning as a GroupIn this next installment of our special series, Dr. Jay shifts from planning as a soloist or a couple, into the essentials of financial planning as a group! Join Dr. Jay, and explore three effective strategies for group financial planning: adopting a uniform financial plan, managing finances individually, or creating a hybrid approach that works for everyone involved.Dr. Jay also highlights the critical importance of documentation and discusses the 'Six Ds'—divorce, disability, drugs, disinterest, death, and diapers—essential considerations for any group. Listeners will gain valuable insights on estate planning and the necessity of legal guid...
2024-10-1809 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®Special Episode 2: Crafting a Life That's Truly YoursIn this second episode of our special series, Dr. Jay continues the deep dive into Chapter 2 of the Childfree Guide to Life and Money 📚. Discover how childfree individuals can break away from the traditional life script and design a life that aligns with their own values. From societal pressures to personal fulfillment, this episode is all about creating a path that works for you. Tune in for actionable insights, financial strategies, and a fresh perspective on living life your way! 🌍💡#LifePlanning #ChildfreeWealth #CreateYourFuture #FinancialIndependence #PersonalGoals #AlternativeLifePaths #LiveWithPurpose #FinancialGoals #NonTraditionalLiving #PlanForSuccessPre-order your copy of "The Ch...
2024-10-1108 minChildfree Wealth®Special Episode 1: Are Childfree People Weird?🎙️ Welcome to the first episode of our exclusive series leading up to the highly anticipated launch of The Childfree Guide to Life and Money on December 31st! Each week, Dr. Jay will dive deep into a new chapter, kicking off today with Chapter 1, "Are We Weird?"—a thought-provoking look at breaking free from societal expectations 📚.Discover why choosing a childfree life isn’t just different—it’s a chance to design your finances around the life you want to live, not society’s expectations. With 21% of adults opting out of the "typical" life script, this episode dives into personal stor...
2024-10-0408 minChildfree Wealth®Shannon and Mike Planning Session 2: Big Goals and Big Moves, Episode 104Ever wonder what financial planning really looks like for the childfree? Get a front-row seat as Dr. Jay helps Shannon and Mike tackle some huge money moves! 🏡💼 In this second installment of our 6-part series, Dr. Jay dives deep with Shannon and Mike as they talk goals - paying off their mortgage by May🏡 and boosting their travel budget ✈️. Dr. Jay advises Shannon and Mike to spend more, give more, and plan their legacy. From retirement projections to setting up funds for their nieces & nephews 👧🧒, this session is packed with strategies for maximizing their future!💡 Highlights incl...
2024-09-2551 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 minChildfree Wealth®Exploring Freedom & Fulfillment of a Childfree Lifestyle with Doc G🎙️In honor of nearing our 100th episode, we're revisiting one of the unforgettable moments of the Childfree Wealth Podcast: Dr. Jay Zigmont, CFP® ‘s conversation with Doc G which originally aired on the Earn and Invest Podcast.Join the conversation as Dr. Jay and Doc G delve into the complexities of embracing a childfree lifestyle. 🌟 The episode explores the shifting demographics of childfree individuals in America, examining both the financial and societal impacts of choosing not to have children.Dr. Jay and Doc G shed light on the unique financial considerations for childfree couples, including the strateg...
2024-08-2147 minChildfree Wealth®Rebekah & Matt Planning Session 6: Next Steps and Considerations for their Aging Parents’ Needs🎙️In this engaging episode of our podcast, Rebekah and Matt dive into their final session with Dr. Jay Zigmont, CFP®, focusing on their next steps and the crucial elements of financial planning and estate management for adult children with aging parents.Dr. Jay guides Rebekah and Matt through important future considerations, including planning for their aging parents' financial needs and potential health issues. 🏥 He highlights the necessity of obtaining copies of their parents' wills, power of attorney, and insurance policies, while exploring long-term care options and understanding their parents' financial situations, pensions, and retirement plans.The episo...
2024-08-1451 minChildfree Wealth®DINK Math with Erika & Kristen from DINKY🎙️In this episode, we revisit Dr. Jay Zigmont, CFP®’s guest appearance on The DINKY Podcast. Join Dr. Jay and the dynamic duo from the Dinky pod, Erika and Kristen, in a hilariously unhinged episode that discusses financial strategies for child-free couples. If you're childfree and craving laughter mixed with financial wisdom, this conversation is a must.💡Discover tailored financial strategies for child-free couples, including the 'die with zero' philosophy, the ‘Garden of the Rose’ concept 🌹, and a comparison of the FIRE 🔥 (Financial Independence, Retire Early) and FILE 📁 (Financial Independence, Live Early) models. 🎧 Tune into this engaging conve...
2024-08-0740 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®Dr. Jay's Talk at the Childless Collective SummitThis episode is a recording from Dr. Jay’s latest talk at the Childless Collective Summit in April. In his talk, he discusses his experiences at financial conferences and his work with both childfree individuals and financial professionals, while sharing an engaging narrative on how being childfree impacts one's life and finances.You’ll hear him challenge the standard life script and encourage listeners to envision their ideal life and work towards it. The conversation also delves into the importance of simplifying finances and aligning financial goals with personal values. With fascinating insights on reti...
2024-05-1530 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®Rebekah & Matt Planning Session 3In 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.They openly address the mental load of money, the fear of debt, and the often overlooked joy of everyday life. The conversation takes a turn as we explore the book, The Gap and the Gain, and discuss how to shift your perspective from dwelling on setbacks to celebrating progress....
2024-04-2659 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®Rebekah & Matt Planning Session 2In 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 & shared. This is their second meeting in a series of six meetings - stay tuned for the others.Resources:+ Rebekah & Matt Planning Session 1+ The Gap and the Gain by Dan Sullivan & Dr. Benjamin Hardy+ The Gap and the Gain (Book Club)+ The Family Budg...
2024-03-291h 04Childfree Wealth®Childfree Expert Laura CarrollJoin Dr. Jay as he sits down with Laura Carroll, a pioneering figure in the childfree by choice community. Laura, renowned for her insightful books and advocacy, discusses her latest work, "A Special Sisterhood." This book delves into the lives of 100 different women throughout history.In honor of Women's History Month, Laura and Dr. Jay explore the diverse experiences of women throughout history. They challenge societal norms and highlight the empowerment found in choosing a childfree lifestyle. Through candid conversation, they emphasize the importance of recognizing and amplifying the voices of women in our...
2024-03-2539 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®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 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