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®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®Retirement Redefined: Planning for a Fulfilling Future, Ep 128Retirement isn’t just a finish line—it’s a whole new chapter to design! Join Bri and Dr. Jay as they dive into the essentials of retirement planning, mixing practical advice with a fresh, fun approach. From the 4% withdrawal rule to navigating healthcare and long-term care, they cover everything you need to feel confident about your future.But it’s not all about the numbers—this episode explores what you’re retiring TO, not just FROM. Whether you’re dreaming of FIRE (Financial Independence, Recreational Employment) or simply looking to enjoy a meaningful post-work life, Bri and Dr. Jay he...2025-03-1233 minChildfree Wealth®Breaking Free from Your Money Mindset: How Upbringing Shapes Your Financial Future, Ep 125Have you ever wondered why you think about money the way you do? In this episode, Bri and Dr. Jay dive into the powerful (and often hidden) ways our upbringing shapes our financial mindsets.Bri opens up about growing up with a religious lens on money, while Dr. Jay reflects on a family focus on personal excellence. Together, they explore privilege, financial guilt, and the responsibility that comes with financial advantages.But here’s the kicker: Negative money mindsets can hold us back—so how do we confront and change them? Bri and Dr. Jay shar...2025-02-1928 minChildfree Wealth®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®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 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 min
URL vs IRLFrom the Hustle to Hollywood : Jay Lynch part 2The long awaited part 2 of Jay Lynch’s story “From the hustle to Hollywood” is finally here ! In This episode Jay and Bri sit down and get back on brand with URL vs IRL, talking about the reality of what it looks like on screen( and to an outside perspective) to be a stunt performer versus what it’s REALLY like . This episode gets interesting because the two of them do the same thing for a living and share stories back and forth & relate on a lot . Tune in to get an inside look on what it’s like to risk yo...2024-11-051h 47Childfree 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 minURL vs IRLSelf made success ... Jay Lynch's storyIn this episode, your host Bri Lynch sits down with Hollywood stunt man : Jalil Jay Lynch to give you guys an idea of how he went from Racing for pinks to winning World stunt awards. This is a special episode because of the father daughter duo , and this interview takes Jay to a place that he's never been publicly been before. Tune in for an exclusive look into his upbringing and how every step of the way got him to where he is today . Also - it's his birthday! Everybody say Happy Birthday Jay and grab your sna...2024-10-291h 38Childfree 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 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®Year-End Financial Fixes: Essential Moves Before the New Year Ep. 105🎙️ In this episode, Bri and Dr. Jay cover everything you need to know to wrap up the year on a strong financial note! 💡 Get expert insights on essential year-end tasks, from tax planning and harvesting unrealized losses 📉 to understanding capital gains taxes and Required Minimum Distributions (RMDs), especially for inherited IRAs. 🔍Bri and Dr. Jay share actionable tips on managing Roth IRA contributions, adjusting tax withholdings for future income changes, and optimizing charitable donations. 💰 Plus, learn the importance of reviewing insurance policies, estate planning documents, and even your credit card spending! 💳Don’t miss out on this opportunity to...2024-10-0228 minChildfree Wealth®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 min
Not Girls GirlsReal Talk, No Filter: A Chat with Aubree Jay | Not Girls Girls PodcastFor our lucky 7th episode, we’ve got something special for you! Join us as we welcome our first-ever guest, Aubree Jay, one of Lorren's best friends. Aubree is known for her no-filter attitude and high-energy vibes, and she's here to chat about everything from life in the nursing industry to dealing with bitches (because who hasn't?). We’ll also dive into her past toxic relationships and hear how she found her way to a happy marriage. Plus, we’ll be sharing some dating tips and advice on living life to the fullest. Aubree’s stories and insights are sure to...2024-08-011h 07Childfree Wealth®Happy Money: The Science of Happier Spending (Book Club)Hey, Childfree Wealth® listeners! We're back with this month's book club, diving into "Happy Money: The Science of Happier Spending" by Elizabeth Dunn and Michael Norton. If you enjoyed "Die with Zero," you're in for a treat with this one too. Join us as Bri and I discuss our thoughts on the book. Bri found it enjoyable but wished for more scientific depth. Despite its brevity—it's less than a 4-hour audiobook—it serves as a great high-level overview of happier spending.We explore the five main principles from the book, sharing personal stories about vacati...2024-06-0126 minChildfree Wealth®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®Head Trash - Stop Standing In Your Own WayDo you have head trash holding you back? Those pesky mental hurdles can hold us back from reaching our full potential. With humor and candor, Bri & Dr. Jay explore how our own stories and ingrained beliefs can become roadblocks on the path to success.Dr. Jay kicks off the discussion by likening head trash to unwanted clutter in our minds, obstructing our progress. Together, they dissect the origins of these mental barriers, uncovering how societal norms, personal experiences, and even offhand comments can shape our perceptions of ourselves and our capabilities.2024-04-1031 minChildfree Wealth®What does a CFP® professional learn? Pt. 2 InsuranceWondering what a CFP® Professional learns? As Bri completes her CFP® coursework, her & Dr. Jay recap what she’s learned. In this episode they tackle insurance planning and risk management.While insurance may sound dull, they make it engaging by sharing Bri's journey through the course. She admits that it took a lot of discipline to power through as it at times felt neverending.You’ll hear practical advice on finding the right balance in coverage to make sure you’re not over or under insured. They also emphasize the impo...2024-04-0332 minChildfree Wealth®Profit First (Book Club)Profit First by Mike Michalowicz tackles a common blindspot in businesses: financial clarity with a focus on making profit a priority from day one. By allocating funds for profit upfront, businesses ensure financial stability and sustainable growth, debunking the myth that profit is a dirty word. Bri introduces the five foundational accounts recommended by the book: income, profit, owner's pay, taxes, and operating expenses. These accounts provide a clear framework for financial management, empowering entrepreneurs to thrive without compromising profitability.Join Dr. Jay and Bri as they unravel the secrets t...2024-03-2723 minChildfree Wealth®Childfree Estate PlanningMany individuals may delay or avoid estate planning altogether, but Bri and Dr. Jay make a compelling case for why it's essential regardless of parental status. Breaking down the components of estate planning, including wills, power of attorney, and living wills, you’ll hear what each entails and why they're vital for everyone, especially the childfree. Throughout the episode, they emphasize the importance of taking action now rather than later. Discussing common misconceptions about estate planning, Bri and Dr. Jay highlight the potential consequences of neglecting this critical aspect of financial security.2024-03-0829 minChildfree Wealth®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®Love & Money with Bri's WifeToday Bri brings her wife, Addie, to the mic as they dive into the delightful world of love, money, and yes, even chicken nuggets (Addie’s Version)!From the get-go, the banter is lively as Bri and Dr. Jay set the stage for a candid conversation about relationships and finances. Addie adds an extra layer of warmth as she shares personal anecdotes and insights into their journey as a couple.Together Bri and Addie offer their perspective on the joys and challenges of merging finances in a modern relationship. Fr...2024-02-1440 minChildfree Wealth®The Boring MiddleJoin Bri and Dr. Jay, CFP® as they embark on a rollercoaster ride through the perilous terrain of the boring middle—a place where budgets clash, impulses run wild, and chicken nuggets become the center of existential crises.In this episode, they lift the curtain on the hidden dramas lurking beneath the surface of financial planning. From late-night panic texts over shoe purchases to heated debates about grocery budgets, they reveal the hilarious and heartwarming realities of managing money as a childfree couple.But fear not, dear listener! Amidst the...2024-02-0723 minChildfree Wealth®25% of People May Be Getting Bad Financial Advice (FinCon Talk)In this captivating talk from FinCon 2023, join Dr. Jay Zigmont, CFP® as he delves into the often-overlooked financial landscape of the childfree community. Dr. Jay, known for his unique perspective as a childfree individual himself, takes the audience on a thought-provoking journey through his experiences and insights.Dr. Jay starts by addressing the societal nuances surrounding being childfree by choice, sharing anecdotes about celebrating childfree life with a billboard in Times Square. He humorously navigates the differences between being childfree and proudly displaying it on a billboard, shedding light on the challenges and judgments faced by the c...2024-02-0248 minChildfree Wealth®Who Cooked Adam Smith's Dinner? (Book Club)Dr. Jay and Bri engage in a spirited discussion about their recent book club selection, "Who Cooked Adam Smith's Dinner?" by Katrine Marçal. While Bri selected the book, she acknowledges her disappointment after reading it. Meanwhile, Dr. Jay reveals his struggle with the book & ultimately the decision to not finish it.Key takeaways include questioning the book's binary approach in reflecting modern relationships and workforce dynamics. Personal experiences are interwoven to challenge rigid gender roles. The discussion extends to investing, exploring parallels between ESG funds and acts of love or self-interest.2024-01-3120 minChildfree Wealth®DINK Math with Erika & Kristen from DINKYGet ready for the ultimate DINK math applications, including the potential for adopting 30 cats a year or splurging on that extra guac and third margarita because, hey, the sitter money is just waiting to be spent! With a dash of wit, a sprinkle of memes, and a whole lot of fun, this episode proves that being childfree doesn't mean being serious.Join Dr. Jay and the dynamic duo from the Dinky pod, Erika and Kristen, in a hilariously unhinged episode that unveils the wild world of DINK math. If you're childfree and craving laughter mixe...2024-01-2434 minChildfree Wealth®Childfree Midlife CrisisPicture this: Dr. Jay running a maple syrup farm and selling stuff on eBay because he had no clue what to do after achieving his goals. That’s exactly what happened when he hit the childfree midlife crisis - the time when you hit your personal, professional, & financial goals.When working through this with clients, there’s no one-size-fits all guide for childfree folks facing this crisis. The episode takes a heartwarming turn as Dr. Jay puts Bri on the spot with three powerful life questions. Spoiler alert: it gets emotional, and you'll want to g...2024-01-1725 minChildfree Wealth®Flashing Red LightsThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss flashing red lights - issues that require attention.They cover various topics, including estate planning, budgeting, debt, disability insurance, the complexity of mixing investment strategies, and the importance of understanding taxes. You’ll also hear them touch on the challenges of caring for aging parents and the risks of being underinsured. The episode emphasizes the need for pro...2024-01-1028 minChildfree Wealth®Things DIYers ForgetThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Dr. Jay talks with Cody Garrett, CFP®, of Measure Twice Money.They’ll explore the common misconceptions about financial planning and abolish the idea that it's all about choosing investments. Cody shares his unique approach, emphasizing the importance of gaining clarity and confidence in understanding how your money aligns with your life, not someone else's. They discuss the pitfalls of DIY financial planning and when...2024-01-0535 minChildfree Wealth®Start 2024 Off RightThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay give tips on how to get started on your financial journey in 2024.Bri starts by emphasizing giving yourself grace and encourages you to appreciate the emotional aspects of your financial journey. From there, they continue with practical advice that includes calculating net worth, evaluating income and expenses, and creating realistic budgets. The episode ends with Dr. Jay advoc...2024-01-0327 minChildfree Wealth®Bri is a Childfree Wealth SpecialistThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. After nearly a year of training, Bri is now a Childfree Wealth Specialist & is set to start taking on her own clients.You’ll hear more about her experience & insights as the conversation dives into the emotional aspects of financial planning, highlighting the importance of addressing clients’ worries and anxieties. Bri discusses her journey, the challenges of discussing feelings, and the unexpecte...2023-12-2729 minChildfree Wealth®Get Good with Money (Book Club)The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. This week, Bri & Dr. Jay review Get Good with Money by Tiffany Aliche, the Budgetnista.Bri appreciates that Aliche starts the book by pointing out that learning about money will come with growing pains. Together they highlight the book’s structured approach to financial wellness & appreciate the in-depth coverage of often overlooked topics. You’ll hear their differing views on the book's approach to saving and inves...2023-12-2025 minChildfree Wealth®Bri Is Not My WifeThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay bring an end to the assumption that they’re married while discussing how the lack of diversity contributes to an abundance of misogyny in the financial industry.They’ll discuss the challenges they face working together & hosting a podcast as a male-female duo and challenge traditional gender roles. Meanwhile, they’ll explore how traditional stereotypes have impacted the industr...2023-12-1322 minChildfree Wealth®Forced AdultingThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss the concept of forced adulting.The concept of forced adulting came from a client. As Dr. Jay walked through the financial planning process with them, they referred to it as forced adulting. Simply put, it’s accountability in getting done the things you need to do. When working with clients, each month we focus on one or two...2023-12-0628 minChildfree Wealth®Essential Retirement Planning for Solo Agers (Book Club)The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. Join as they discuss Essential Retirement Planning for Solo Agers by Sara Zeff Geber, PhD.While Bri thinks the title is a bit misleading, and discusses the emphasis placed on couples. She challenges the notion that those in dual-income households will eventually be solo agers, noting the resource disparities between DINKS and true soloists. Dr. Jay gets caught in the introvert-extrovert battl...2023-11-2929 minChildfree Wealth®Mental Health & Money with Lindsay from Mind Money BalanceThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Dr. Jay talks with Lindsay Bryan-Podvin of Mind Money Balance.She is a financial therapist in Michigan, author of The Financial Anxiety Solution, & creator of the brand, Mind Money Balance. She explores the emotional side of money, tackling anxiety, guilt, and the pursuit of happiness through increased income. Lindsey offers practical strategies for navigating financial survivor guilt without resorting to trans...2023-11-2244 minChildfree Wealth®Meeting in Person, FinCon, & Celebrating 50 EpisodesThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay celebrate 50 episodes, recap FinCon, & discuss meeting in person for the first time.You’ll hear about their experience at FinCon, a conference for financial content creators, & what it was like to meet in person for the first time. They dig deep touching on moments of disagreement, personal growth, and the passion they invest in helping childfree individuals navigat...2023-11-1528 minChildfree Wealth®What does a CFP® professional learn? Part 1The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Bri & Dr. Jay discuss the first course in the CERTIFIED FINANCIAL PLANNING™ series of courses.While Bri is currently an Investment Advisor Representative, she’s decided to work towards earning the CFP® designation. This process is made up of the “4 E’s”, including education, exam, experience, & ethics. The education component requires one to hold a Bachelor degree & complete specific financial planning coursew...2023-11-0827 min
Do Hard ThingsReal Estate: Home Buying Pitfalls and Veteran Transitions with Bri SidesSend us a textEver thought about how the real estate market could be similar to scuba diving? Constantly changing, full of unknowns, yet exciting and rewarding at the same time. That's where our guest, Bri Sides, a seasoned real estate agent and certified scuba diver, comes in. She dives into the complexities and intricacies of real estate, highlighting the influence of VA home loans and the surge in market activity.Bri takes us on a journey through the world of home construction, the challenge of finding reliable contractors, and the potential pitfalls in home...2023-11-061h 03