Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn, CFP®, & Dr. Jay Zigmont, CFP®, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This podcast is for educational and entertainment pur ...
…
continue reading

1
Who Handles It All When You're Gone? Death, Legacy, and Planning for a Solo Life with Marni Blank, Ep. 138
31:06
31:06
Play later
Play later
Lists
Like
Liked
31:06Let’s be real. Death isn’t optional. But having a plan? That part is up to you. In this episode, Dr. Jay sits down with Marni Blank, end-of-life doula and founder of Begin with the End, to unpack what it really means to prepare for death and aging when you’re Childfree or solo. From digital logins and legal paperwork to caregiving and community, th…
…
continue reading

1
Planning for Parents: What If Your Parents Run Out of Money?, Ep 136
33:41
33:41
Play later
Play later
Lists
Like
Liked
33:41Planning for aging parents is hard. It’s even harder when there’s no financial safety net. In this episode, Dr. Jay and Bri walk through the real-life challenges of supporting parents who may not have the means—or the plan—for their long-term care. From boundaries and Medicaid to power of attorney, family dynamics, and even “granny pods,” they shar…
…
continue reading

1
Planning for Parents: What Happens When You Inherit the Responsibility, Ep 137
34:13
34:13
Play later
Play later
Lists
Like
Liked
34:13Having parents with money doesn’t mean planning is easier—just different. In this episode, Dr. Jay and Bri explore what it really means to be the childfree adult expected to step in when your wealthy parents age, pass, or hand over the keys to the family empire. From complex trust structures to inherited businesses, sibling conflict, and the emotio…
…
continue reading

1
Andy and Libbi Planning Session 4: France, FIRE, and the Big What If, Ep 135
58:45
58:45
Play later
Play later
Lists
Like
Liked
58:45Andy and Libbi are back with big updates, bigger decisions, and a whole new plan. After six months of financial planning, a few international job offers that didn’t pan out, and many late nights researching visa rules, they’ve chosen to lean fully into early retirement and build a new life in France. In this episode, Dr. Jay reconnects with them to…
…
continue reading

1
Life Insurance Without Kids: Protection or Overkill? Ep 134
22:26
22:26
Play later
Play later
Lists
Like
Liked
22:26Being Childfree comes with its own set of financial rules—so does that mean life insurance is off the table? In this episode, we dive into whether Childfree individuals actually need life insurance, uncovering scenarios where it might make sense (hint: it usually doesn’t!). We explore why term life insurance could be valuable if others truly rely o…
…
continue reading

1
Creating Real Connections: Building a Childfree Community with Florence Wlodarski, Ep 133
31:03
31:03
Play later
Play later
Lists
Like
Liked
31:03Finding your people as a childfree adult isn’t always easy—and the bigger the city, the harder it can be. In this episode, Jay sits down with Florence Wlodarski, founder of Parallel, a social club designed specifically for people living without children. They dive into what it really means to create meaningful community when your lifestyle doesn’t …
…
continue reading

1
From Learning To Action: When Dr. Jay and Bri Are the Voices in Your Head, Ep. 132
25:44
25:44
Play later
Play later
Lists
Like
Liked
25:44Are 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 a…
…
continue reading

1
Planning Session 3: Job Offers, Global Moves, and Financial Flexibility: Andy & Libbi’s Big Decision, Ep 131
56:19
56:19
Play later
Play later
Lists
Like
Liked
56:19Episode 3 of the Financial Planning Series: In this episode, we continue our deep dive into Andy and Libbi’s financial planning journey as they face a life-changing decision: a potential job opportunity in Germany. Dr. Jay guides them through the financial and lifestyle implications of an international move, exploring key topics like tax considerat…
…
continue reading

1
Living the Golden Life: Solo Aging Strategies with Dr. Sara Zeff Geber, Ep 130
38:31
38:31
Play later
Play later
Lists
Like
Liked
38:31Aging solo doesn’t have to mean going it alone! In this insightful episode, Dr. Jay sits down with Dr. Sara Zeff Geber, author of Essential Retirement Planning for Solo Agers, to discuss the unique challenges and opportunities for individuals without adult children. From the financial realities of solo aging (think $400,000 to $1 million over a lif…
…
continue reading

1
Putting the Cart Before the Horse: Why Your Emergency Fund Should Come Before Investing, Ep 129
24:43
24:43
Play later
Play later
Lists
Like
Liked
24:43When it comes to financial planning, are you guilty of putting the cart before the horse? In this episode, we dive into why building an emergency fund of 3-6 months of expenses is your crucial first step—especially if you're a high-income earner tempted to skip the basics for bigger, flashier investments. We'll break down practical strategies, incl…
…
continue reading

1
Retirement Redefined: Planning for a Fulfilling Future, Ep 128
33:40
33:40
Play later
Play later
Lists
Like
Liked
33:40Retirement 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’…
…
continue reading

1
Andy and Libbi Planning Session 2: Retiring Early, Living Abroad, and Investing Smarter, Ep 127
56:00
56:00
Play later
Play later
Lists
Like
Liked
56:00In this second episode of our Financial Planning Series, Dr. Jay takes you behind the scenes of his work, guiding Andy and Libby on their journey to early retirement. Together, they explore life in the Dominican Republic, refine their investment strategy, and tackle real-world challenges like maximizing 401(k) contributions, boosting international …
…
continue reading

1
Unraveling Your Money Story: Healing Financial Trauma with Shannah Game, Ep 126
33:31
33:31
Play later
Play later
Lists
Like
Liked
33:31How much of your financial behavior is shaped by your past? 🤔 In this episode, financial planner and trauma money specialist Shannah Game joins us to explore the deep connection between emotions, psychology, and financial decision-making. We discuss how childhood experiences, societal norms, and personal beliefs shape our money habits—often without…
…
continue reading

1
Breaking Free from Your Money Mindset: How Upbringing Shapes Your Financial Future, Ep 125
28:59
28:59
Play later
Play later
Lists
Like
Liked
28:59Have 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…
…
continue reading

1
Childfree Wealth® Checkup: Planning for Early Retirement with Ann, Ep 124
1:04:11
1:04:11
Play later
Play later
Lists
Like
Liked
1:04:11Ever wonder what a live Childfree Wealth Checkup is like? Join Dr. Jay as he collaborates with Ann, a trailblazing client with a $1.1M net worth, who dreams of retiring early to embrace van life, steward trails, and explore national parks. Together, they uncover the path to retiring at 45 while balancing caregiving responsibilities and planning a c…
…
continue reading

1
Childfree Financial Planning: Building a Life You Love Today (and Tomorrow), Ep 123
40:49
40:49
Play later
Play later
Lists
Like
Liked
40:49Work with Bri and Dr. Jay! Schedule your Childfree Wealth Checkup here! https://childfreewealth.com/schedule-a-checkup/ Being childfree comes with unique financial opportunities and challenges—and planning for the future requires a different approach. In this episode, we explore key strategies for childfree individuals to secure their financial ind…
…
continue reading

1
Buy What You Love Without Going Broke with Jill Sirianni, Ep 122
35:41
35:41
Play later
Play later
Lists
Like
Liked
35:41Jill Sirianni, co-host of the Frugal Friends Podcast, joins us to talk about her new book, co-authored with Jen Smith, "Buy What You Love Without Going Broke." Jill dives into the power of mindful spending, embracing the "radical middle" in financial decision-making, and applying Maslow's hierarchy of needs to your money. In this episode, Jill also…
…
continue reading

1
Andy and Libbi Planning Session 1: From Debt to Dreams & Early Retirement, Ep 121
53:34
53:34
Play later
Play later
Lists
Like
Liked
53:34Book Your Childfree Wealth Checkup Today! Welcome to Episode 1 of our Financial Planning Series with Andy and Libbi! Get an insider view as Dr. Jay guides Andy and Libbi through their monthly client calls to optimize their financial planning for this childfree couple. 💸In this 1st session, Dr. Jay explores their story—from tying the knot in 2010,…
…
continue reading

1
Finding Purpose Beyond Financial Independence with Doc G, Ep 120
37:02
37:02
Play later
Play later
Lists
Like
Liked
37:02In this episode, Dr. Jay sits down with Dr. Jordan Grumet (Doc G) to explore his shift from full-time medicine to part-time hospice care—and the profound lessons he’s learned about life’s purpose along the way. Drawing from his upcoming book The Purpose Code (releasing January 7, 2025), Doc G breaks down the difference between “big P” purpose—goal-…
…
continue reading

1
Life First, Then Finances. Here’s Why… Ep 119
33:31
33:31
Play later
Play later
Lists
Like
Liked
33:31In this thought-provoking episode we dive deep into why life planning should take precedence over financial planning—especially for those who are childfree. Bri and Dr. Jay explore different life planning strategies based on relationship status, stress the importance of open communication between couples, and critique the traditional work-for-retir…
…
continue reading

1
New Year, New You: Reflect, Plan, Thrive, Ep 118
25:54
25:54
Play later
Play later
Lists
Like
Liked
25:542025 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 progr…
…
continue reading

1
Special Episode 19: Avoiding Financial Pitfalls in the 'Boring Middle' Phase
10:28
10:28
Play later
Play later
Lists
Like
Liked
10:28Are 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 avo…
…
continue reading

1
Special Episode 18: Healthcare, Medicare, and Retirement for the Childfree
7:50
7:50
Play later
Play later
Lists
Like
Liked
7:50Are 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 childfr…
…
continue reading

1
Special Episode 17: Rethinking the 4% Rule: Financial Independence Without Dependents
6:59
6:59
Play later
Play later
Lists
Like
Liked
6:59How 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…
…
continue reading

1
Behind the Pages: Writing "The Childfree Guide to Life and Money", Ep 117
28:14
28:14
Play later
Play later
Lists
Like
Liked
28:14What’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…
…
continue reading

1
Special Episode 15: Buy or Rent? A Childfree Perspective
7:48
7:48
Play later
Play later
Lists
Like
Liked
7:48Is 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…
…
continue reading

1
Special Episode 16: Turning Passion Into Profit: Business Advice for the Childfree
8:49
8:49
Play later
Play later
Lists
Like
Liked
8:49In 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…
…
continue reading

1
Special Episode 14: The Tax-Saving Secrets Every Childfree Person Should Know
7:16
7:16
Play later
Play later
Lists
Like
Liked
7:16Taxes 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 o…
…
continue reading

1
Money Goals, FIRE Dreams, and Screenless Sundays with Bernadette Joy, Ep 116
37:09
37:09
Play later
Play later
Lists
Like
Liked
37:09What if you could crush $300K in debt, build a $1M net worth, and still have time for joy and balance? 💡 In this episode of the Childfree Wealth Podcast, Dr. Jay sits down with Bernadette Joy, founder of Crush Your Money Goals, to talk about her incredible financial journey. From wiping out massive debt in three years to planning early retirement b…
…
continue reading
In this next installment of our special book series, we dive into Chapter 16 of The Childfree Guide to Life and Money, titled "No Baby Step Eight: Wind Down Your Wealth." Dr. Jay guides listeners through the essential steps childfree individuals should take when transitioning from saving to spending, a crucial phase of financial planning that’s oft…
…
continue reading

1
Never Too Late: Bill Yount’s Financial Comeback Ep. 115
45:07
45:07
Play later
Play later
Lists
Like
Liked
45:07Join Dr. Jay as he sits down with Bill Yount, ER doctor and creator of Catching Up to FI, to explore the journey to financial independence—no matter when you start. Bill shares his inspiring story of taking control of his finances at age 50 after living paycheck to paycheck, proving it’s never too late to change your financial future. With unique i…
…
continue reading

1
Shannon and Mike Financial Planning Session 6: Wrapping up with Goals, Growth, and Gratitude Ep 114
55:29
55:29
Play later
Play later
Lists
Like
Liked
55:29In 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 che…
…
continue reading
Caring 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 evaluat…
…
continue reading

1
Mastering the Money Mindset: Insights from Dr. Brad Klontz on Wealth and Financial Psychology Ep. 113
41:43
41:43
Play later
Play later
Lists
Like
Liked
41:43In this enlightening episode, Dr. Brad Klontz, a leading expert in financial psychology and co-author of the new book “Start Thinking Rich”, joins Dr. Jay to explore the fascinating relationship between mindset and money. Together, they break down the critical differences between being 'broke' and 'poor,' discuss the psychological hurdles to wealth…
…
continue reading

1
Special Episode 11: Estate Strategies for Those Without Heirs
8:17
8:17
Play later
Play later
Lists
Like
Liked
8:17In 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…
…
continue reading

1
Insights from XYPN & FinCon: Shaping the Future of Childfree Finance Ep. 112
34:35
34:35
Play later
Play later
Lists
Like
Liked
34:35In 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 contra…
…
continue reading

1
Special Episode 10: Insurance Essentials for the Childfree
7:49
7:49
Play later
Play later
Lists
Like
Liked
7:49In 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…
…
continue reading

1
Holiday Conversations: Navigating Family Gatherings when you’re Childfree Ep. 111
28:53
28:53
Play later
Play later
Lists
Like
Liked
28:53In 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 …
…
continue reading
In 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 lo…
…
continue reading

1
Party of One: Embracing Singlehood and Redefining Success with Meghan Keane Ep. 110
35:53
35:53
Play later
Play later
Lists
Like
Liked
35:53In this insightful episode, Dr. Jay sits down with Meghan Keane, author of Party of One, to dive into themes of self-acceptance, mental health, and redefining societal expectations around single life. Together, they discuss the unique pressures singles face in a world centered on partnerships and family, offering ways to embrace singlehood that ali…
…
continue reading

1
Special Episode 7: Getting Your Finances in Order
6:08
6:08
Play later
Play later
Lists
Like
Liked
6:08In 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…
…
continue reading
In 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 fi…
…
continue reading

1
Shannon and Mike Planning Session 5: Family Care Game Plan Ep. 109
53:15
53:15
Play later
Play later
Lists
Like
Liked
53:15In 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 S…
…
continue reading
In 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 cha…
…
continue reading

1
Shannon and Mike Planning Session 4: The Boring Middle
47:11
47:11
Play later
Play later
Lists
Like
Liked
47:11In 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 financ…
…
continue reading

1
Special Episode 3: Financial Planning as a Soloist
7:17
7:17
Play later
Play later
Lists
Like
Liked
7:17In 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 …
…
continue reading

1
Special Episode 4: Financial Planning as a Couple
9:47
9:47
Play later
Play later
Lists
Like
Liked
9:47Join Dr. Jay in this enlightening episode of our special series as we dive into Dr. Jay's upcoming book "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing". In this episode he shifts modes from effective financial planning for soloist to couples! Explore three powerful strategies—fully combine…
…
continue reading

1
Special Episode 5: Financial Planning as a Group
9:10
9:10
Play later
Play later
Lists
Like
Liked
9:10In 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 fo…
…
continue reading

1
The Solo Spouse: Why Both Partners Need to Understand Your Financial Situation Ep. 107
27:10
27:10
Play later
Play later
Lists
Like
Liked
27:10In 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 “I…
…
continue reading

1
Special Episode 2: Crafting a Life That's Truly Yours
8:03
8:03
Play later
Play later
Lists
Like
Liked
8:03In 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 cr…
…
continue reading