
Childfree Wealth® (Dr. Jay Zigmont, CFP® & Bri Conn)
Explorez tous les épisodes de Childfree Wealth®
Date | Titre | Durée | |
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01 Aug 2022 | Our Childfree Stories | 00:22:40 | |
Matt and Dr. Jay talk about how they discovered they were Childfree and what it has meant for their lives. They also explore some of the reasons people decide to be Childfree and that there is a huge community out there to support people in that decision. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
08 Aug 2022 | Roe V. Wade | 00:33:13 | |
Matt and Dr. Jay touch on Roe V. Wade, contraception, and how where you live will play a major impact on your Childfree situation in the coming years. The Supreme Court repealed Roe. V. Wade weeks ago and a domino effect is occurring within the country heavily divided upon party lines. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
15 Aug 2022 | Basic Childfree Financial Planning | 00:44:01 | |
Matt and Dr. Jay cover some of the most frequently seen financial needs of Childfree people from their own firms. Debt, life insurance, long-term care insurance, and more are covered. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
22 Aug 2022 | Childfree Basic Retirement Planning | 00:36:17 | |
Retirement planning isn't the same for Childfree people as it is for those with kids. Lower likelihoods for competing expenses such as paying for college but also more needed to be done to ensure care through long-term care. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
29 Aug 2022 | Singles, Couples, Groups | 00:40:49 | |
How do different relationship and family dynamics change the financial situations of Childfree people? Matt and Dr. Jay dive into the financial considerations of each structure and how each one faces unique challenges. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
05 Sep 2022 | Do Childfree People Need Life Insurance? | 00:33:07 | |
Matt and Dr. Jay discuss the need (or lack thereof) for life insurance for Childfree people. Do you need it? If so, when and why do you need it? What type of insurance might you want to get? What is the point in the first place? The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. Join our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
12 Sep 2022 | Risk & Reward | 00:27:41 | |
Matt and Dr. Jay discuss the ability of Childfree people to consider taking bigger risks and receiving bigger rewards because of it. Opportunities are often available to those who can take risks and people with children often can't take the same risks because of their children. How might this apply to you? 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
19 Sep 2022 | How to Choose a Financial Planner | 00:43:32 | |
Matt and Dr. Jay discuss the difficulty of navigating the financial services industry and how to find the advisor that works best for you! 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
26 Sep 2022 | Side Gigs | 00:29:15 | |
Matt and Dr. Jay discuss side gigs. What is a side gig? Is a side gig worth it? Does it help you achieve your goals? And when does it make more sense to just get a job? 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
03 Oct 2022 | Are Childfree People Selfish? | 00:22:01 | |
Matt and Dr. Jay discuss the "selfishness" of Childfree people and whether or not the common accusation is a fair one. Are we more selfish as a demographic than the population as a whole? Do we put ourselves first? 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
12 Oct 2022 | Being Childfree at Work | 00:29:35 | |
Matt and Dr. Jay discuss what it's like too be Childfree in the workplace. Studies show Childfree people have lower priority in time off, work longer hours, and are less likely to get promoted. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
17 Oct 2022 | Rosie's Childfree Story | 00:35:59 | |
Today Matt spoke with Rosie who has a unique story on becoming Childfree. I won't spoil too many details, but Rosie wanted children at one point and then ended up becoming Childfree. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
12 Apr 2023 | Meet the New Co-Host | 00:20:29 | |
Welcome 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. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
19 Apr 2023 | Silicon Valley Bank & Protecting Your Money | 00:27:13 | |
Welcome 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 what happened and why it matters. Our hosts will also be sharing their thoughts on how to navigate uncertain times and keep your finances safe. We'll also be talking about the importance of keeping cash on hand, even in a world where digital payments are becoming increasingly common. Our hosts will be sharing their tips on how much cash to keep on hand and where to store it to protect your finances. Finally, we'll be discussing the importance of the internet in banking transactions, including online transfers and Venmo. While digital payments are convenient, they also come with risks, especially in times of internet outages. Our hosts will be sharing their tips on how to protect your finances when the internet goes down and how to stay vigilant against fraud. So whether you're childfree and looking to protect your wealth, or just interested in financial planning in uncertain times, this episode is for you. Tune in now to hear Bri Conn and Dr. Jay Zigmont, CFP®, discuss the recent Silicon Valley Bank bank run and share their tips on how to keep your finances safe. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
26 Apr 2023 | Childfree vs. Childless with Katy Seppi | 00:35:50 | |
Welcome 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 behind creating The Childless Collective, a safe and supportive space where individuals who are childless can connect, heal, and find inspiration. Join Dr. Jay and Katy as they share their wisdom, experiences, and inspiration on this important topic. Katy Seppi
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
03 May 2023 | Unlearning the Standard Life Plan with Katy Seppi | 00:36:57 | |
In 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 not having children does not make her life any less fulfilling, and that individuals have the ability to create a life that aligns with their unique circumstances and desires. The discussion also delves into the financial, mental, & emotional considerations and benefits of being childfree, including the ability to save and invest more for personal goals and experiences. Join Katy & Dr. Jay as they dig more into this often overlooked topic. Katy Seppi
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
05 May 2023 | Anna & Grant Planning Series #1 | 01:05:52 | |
In 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. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
10 May 2023 | Exploring the Differences Between Financial Independence and Retirement | 00:24:49 | |
Welcome 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 delve into what FI or Financial Independence means and how it can be achieved prior to the typical retirement age of 65. Join us this month as we dive into the topic of retirement for childfree individuals and discover how you can achieve Financial Independence Live Early. Tune in to the Childfree Wealth Podcast, where we empower childfree individuals to live a wealthy and fulfilling life. Resources mentioned:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
12 May 2023 | Anna & Grant Planning Session #2 | 01:05:07 | |
Disclaimer: 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 One In this episode, you’ll hear what it’s like to be in a real financial planning situation with Dr. Jay Zigmont, CFP®. This is Anna & Grant’s second session. Prior to this session, they completed the Childfree Wealth annual assessment, a deep dive into everything financial. The meeting starts with a review of their assessment and then pick up work on their goals & review the Money Management Budgeting system. This system breaks expenses up into musts, shoulds, clouds, and won’ts. Musts are everything that keeps the roof over your head (or you are required to spend). Shoulds are things that you should pay each month (doing the right thing). Coulds reflect truly discretionary spending. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
19 May 2023 | Anna & Grant Planning Session #3 | 00:56:23 | |
Disclaimer: 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
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
17 May 2023 | Breaking Free from the 9-5: FIRE vs. FILE | 00:26:36 | |
Childfree 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. Resources mentioned:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
26 May 2023 | Anna & Grant Planning Session #4 | 00:59:51 | |
Disclaimer: 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 Three
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
02 Jun 2023 | Anna & Grant Planning Session #5 | 00:52:12 | |
Disclaimer: 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 Four In this episode, you’ll hear what it’s like to be in a real financial planning situation with Dr. Jay Zigmont, CFP®. This is Anna & Grant’s fifth session. Before coming to this session, they visited an insurance salesperson looking to purchase disability insurance. Instead, they were sold life insurance, an often unneeded product for many childfree individuals. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
24 May 2023 | Achieving Financial Independence | 00:26:46 | |
Childfree 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 are just starting your financial journey or are already well on your way to achieving your goals, this episode offers valuable insights and actionable advice to help you build wealth and secure your financial future. Resources mentioned:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
31 May 2023 | Planning for Long Term Care | 00:29:20 | |
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, 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 be costly, and without proper planning, it can deplete one's retirement savings and other assets. Listeners can expect to gain a better understanding of the importance of planning for long term care, long term care insurance, and the potential costs involved. This episode is ideal for anyone who wants to learn more about long term care and how to prepare for it. Resources:
*Childfree Wealth is not affiliated with LLiS and does not receive any sort of compensation or commission for any insurance purchased through the link above. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
09 Jun 2023 | Anna & Grant Planning Session #6 | 01:04:59 | |
Anna (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 have a plan. Together with Dr. Jay she’s able to map out what this will look like going forward & how that will impact their finances. Disclaimer: 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 watching this session, remember that the advice given to Anna and Grant is for them only, and should be considered education or entertainment for your purposes. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
07 Jun 2023 | Student Loan Update | 00:28:19 | |
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 latest information regarding federal student loans as of June 7, 2023.
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
14 Jun 2023 | The Soloist Life with Ashley Maready | 00:36:41 | |
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, 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 and challenges of what it means to be the sole provider for yourself.
Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
21 Jun 2023 | Let's Talk Pride with Ashley Maready | 00:33:45 | |
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 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! Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
28 Jun 2023 | Die With Zero (Book Club) | 00:28:08 | |
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 Month’s Book: The Simple Path to Wealth by JL Collins Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
05 Jul 2023 | Investing 101 | 00:22:41 | |
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 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 into each of these topics over the next couple of months. Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
12 Jul 2023 | Invest in What You Understand | 00:27:39 | |
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 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 & other alternative investments. Understanding what these are & how they work for you is essential. Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
19 Jul 2023 | The Gardener & the Rose with Heather & Scott | 00:45:19 | |
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, 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. Throughout you’ll hear the concerns she had, how their relationship has grown, & the advice they’d give to other couples looking at doing something similar.
Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
26 Jul 2023 | The Simple Path to Wealth (Book Club) | 00:22:09 | |
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 around the FIRE community, you likely know about his famous VTSAX and chill method of investing. In this podcast, Bri & Dr. Jay share their reactions to the book along with some investing insight. Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
01 Aug 2023 | International Childfree Day with LeNora Faye & Cody Hetzel | 00:40:56 | |
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, 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 as PR manager and co-moderator for Childfree Convention. Cody is the creator of the micro-networking site Childfree Family, where he launched the first interactive map to help childfree people find others around the world. Cody serves as speakers bureau and co-moderator for Childfree Convention. Throughout their conversation with Dr. Jay you’ll hear about the beginning & the history of International Childfree Day. The three of them share what it’s like being part of the childfree community and the different struggles they’ve faced. Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
09 Aug 2023 | 8 No-Baby Steps | 00:28:20 | |
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 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 1. Build a starter emergency fund of one month of expenses. 2. Get out of debt. 3. Build a three to six month emergency fund. 4. Save & invest towards your goals. 5. Get your insurance right. 6. Estate Planning 7. Plan for Mom & Dad 8. Die With Zero Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
16 Aug 2023 | Where to Hold Investments | 00:21:43 | |
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 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 can access your money. Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
23 Aug 2023 | How Investing Impacts Your Financial Plan | 00:23:02 | |
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 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 investments you make can help you save on taxes, headaches, & fees. Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
30 Aug 2023 | Think and Grow Rich (Book Club) | 00:28:50 | |
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 definite purpose in life. Join us for next month’s read, The Little Book of Common Sense Investing by John C. Bogle. Have a book suggestion? Let us know! Resources: 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
06 Sep 2023 | Environmental, Social, Governance: ESGs Explained | 00:23:32 | |
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 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, opponents of ESGs & trying to prevent advisors from discussing them. Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
13 Sep 2023 | Advocating for the Childfree Community with Tiffany J Marie | 00:40:44 | |
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, 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. Tiffany highlights the disconnect between businesses targeting parent content creators while hesitating to work with childfree content creators. Listen to the conversation as they explore how society can become more inclusive of this diverse and growing community. Connect with Tiffany J. Marie here! 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
20 Sep 2023 | I'll Make You Quit Your Job | 00:20:01 | |
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 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 job. After a few conversations, Bri jokingly said Dr. Jay’s new tag line should be “I’ll make you quit your job.” While they don’t recommend quitting your job on a whim, with the right financial plan, it is possible to leave a job you don’t like. Are you needing to make a change? Listen as they discuss things to think about when it comes to changing your career & quitting your job. Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
27 Sep 2023 | The Little Book of Common Sense Investing (Book Club) | 00:23:35 | |
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 generational differences of investing using active & passive methods. Dr. Jay even challenges traditional wisdom when it comes to investing for those who plan to die with zero. Get ready to embrace a simple, effective, & stress-free approach to growing your wealth. Join Bri & Dr. Jay as they give helpful guidance on your journey to financial freedom! Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
04 Oct 2023 | Investment Fees - Do You Know What You're Paying? | 00:31:46 | |
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 reality check on fees and discover how you can take control of your financial future. Activity: Look up your investment fees by ticker symbol using Morningstar or YahooFinance! List out your total investment along with the following fees if applicable: front load, deferred loan, expense ratio, 12b-1, & management if you have actively managed funds. Multiple your total investment by the fee percentage to get your fee in dollars. Ideally you’d be paying less than 0.2% in fees with the exception of 401k which are actively managed. Resources: Ep. 43: Book Club - The Little Book of Common Sense Investing SEC Alerts - How Fees and Expenses Affect Your Investment Portfolio Capital Group American Funds Share Class Pricing Details Edward Jones Account Costs and Fees 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
11 Oct 2023 | Go Global with Sibu | 00:35:19 | |
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 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 & move abroad. No “rich parents, s()g@r d@ddies or hidden boyfriends” required. Through Instagram, Sibu shares her travels & childfree life. Making the decision to be voluntarily sterilized she discusses what the process looked like & how long it took to complete. In this episode she shares the scrutiny she had to endure & how she knew it was the right step for her. Resources: Website: www.thehybridtours.com Instagram: https://instagram.com/thehybridtours Other socials: @GoGlobalWithSibu Website: www.goglobalwithsibu.com 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
18 Oct 2023 | Unpacking Money Guilt | 00:27:51 | |
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 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 her journey from growing up with financial security to developing money guilt despite her privilege. Together, they unravel the complex emotions tied to money guilt, from feeling unworthy of enjoying the fruits of your labor to the pressure of repaying the ones who supported you. They also shed light on how societal norms, like the Protestant work ethic, can make it difficult to transition into a more fulfilling life, even after achieving financial success. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
25 Oct 2023 | The Psychology of Money (Book Club) | 00:28:58 | |
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 rational with money, it’s okay to instead focus on being reasonable. As part of this you’ll need to determine when enough is enough & come up with a way to manage your finances that lets you sleep at night. Listen in as they further discuss these key takeaways & come back next month for a review of Essential Retirement Planning for Solo Agers by Sara Zeff Geber, PhD. If you have a book you’d like reviewed, let us know in the comments or email us at podcast@childfreewealth.com. Resources: The Psychology of Money by Morgan Housel https://a.co/d/3joCFt4 I’ll Make You Quit Your Job https://childfreewealth.buzzsprout.com/2002436/13585924 Essential Retirement Planning for Solo Agers by Sara Zeff Geber, PhD https://a.co/d/dlC4JhL 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
01 Nov 2023 | Life Done Differently with Lisa Jansen | 00:28:58 | |
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, 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 decided kids aren’t for her & she’s a happy soloist. Now she works as a consultant and writer while continuing to travel & live a life valuing freedom, adventure, and financial security. Connect with Lisa Jansen at www.lifedonedifferently.com or on Instagram (@lifedonedifferentlynz) & Facebook (Life Done Differently). Order her book, Life Done Differently, on Amazon or Barnes & Noble. Other Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
08 Nov 2023 | What does a CFP® professional learn? Part 1 | 00:27:50 | |
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 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 coursework from a CFP® Board Registered Program. This episode covers the first course, Introduction to Financial Planning. Resources: 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
15 Nov 2023 | Meeting in Person, FinCon, & Celebrating 50 Episodes | 00:28:16 | |
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 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 navigate their finances. Listen as they discuss the unique aspects of childfree finances often overlooked in traditional financial planning, challenging the existing narrative. Resources: 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
22 Nov 2023 | Mental Health & Money with Lindsay from Mind Money Balance | 00:44:13 | |
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, 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 transactional solutions, especially for childfree individuals challenging societal norms. Toward the end, Dr. Jay asks the question so many childfree people get, “What if you regret it?” Connect with Lindsay:
Other Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
29 Nov 2023 | Essential Retirement Planning for Solo Agers (Book Club) | 00:29:02 | |
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 battle when it comes to community building & the ethical dilemma of depending on friends to care for you. Throughout the book you’ll find three common themes: community, health, & planning. While you may not be actively thinking about aging, Dr. Geber has also provided a variety of resources that can be helpful in preparing for the future. Resources from the book:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
13 Dec 2023 | Bri Is Not My Wife | 00:22:10 | |
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 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 industry & the financial and time commitments that can make breaking into the financial industry difficult. Discover their commitment to breaking barriers, supporting diversity, & their vision for a more inclusive financial industry. Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
06 Dec 2023 | Forced Adulting | 00:28:04 | |
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 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 things allowing clients to complete tasks without feeling too overwhelmed. While these tasks can be completed on your own, sometimes it’s easier to have professional help to answer questions & provide accountability. Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
20 Dec 2023 | Get Good with Money (Book Club) | 00:25:44 | |
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. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
27 Dec 2023 | Bri is a Childfree Wealth Specialist | 00:29:14 | |
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. 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 unexpected emotional depth of financial planning. Dr. Jay emphasizes the significance of behaviors and emotions in financial success and the role of Childfree Wealth Specialists as supportive guides. If you’re interested in talking more with Bri & in need of 1-on-1 financial planning, be sure to connect with Bri at the link below. Resources: 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
10 Jan 2024 | Flashing Red Lights | 00:28:06 | |
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 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 proactive financial planning and offers insights to help listeners navigate potential pitfalls. Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
03 Jan 2024 | Start 2024 Off Right | 00:27:17 | |
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 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 advocating for continuous learning both in life & finances. If you’re ready to get started on your financial journey, join Bri for a FREE Kickstart Your 2024 Money Journey Q&A on January 10, 2024 here! Resources: + The Gap & the Gain by Dan Sullivan with Dr. Benjamin Hardy + Profit First by Mike Michalowicz + What Is the Money Management System? 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
05 Jan 2024 | Things DIYers Forget | 00:35:43 | |
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, 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 it might be the right time to call a professional. The conversation takes an interesting turn as we delve into the world of cash management and budgeting. Cody unveils a creative approach to rethinking budgeting by focusing on the subjective value of experiences rather than the dollar amounts. Listen in for an engaging and thought-provoking discussion that challenges conventional financial wisdom and encourages you to become a master of your finances. Connect with Cody at www.MeasureTwiceMoney.com! Other Resources: + The Simple Path to Wealth by JL Collins + Retirement Planning Education Facebook Group 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
17 Jan 2024 | Childfree Midlife Crisis | 00:25:15 | |
Picture 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 grab some tissues. The vulnerability is real as they explore dreams, regrets, and the changes needed to live a more fulfilled life. 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. With new episodes each week, you’re bound to gain new information & insight to help you in your life and financial planning journey. Resources: + Podcast: I’ll Make You Quit Your Job + Podcast: Unpacking Money Guilt 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
24 Jan 2024 | DINK Math with Erika & Kristen from DINKY | 00:34:42 | |
Get 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 mixed with financial wisdom, these self-proclaimed "unhinged childfree besties" have got you covered. 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. Connect with Erika & Kristen on the DINKY podcast or by visiting their Instagram! Resources: + YouTube: This Week in Childfree 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
31 Jan 2024 | Who Cooked Adam Smith's Dinner? (Book Club) | 00:20:33 | |
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. Resources: + Book: Who Cooked Adam Smith’s Dinner? by Katrine Marçal + Book: The Gap and the Gain by Dan Sullivan & Dr. Benjamin Hardy 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. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
02 Feb 2024 | 25% of People May Be Getting Bad Financial Advice (FinCon Talk) | 00:48:06 | |
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.
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. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
07 Feb 2024 | The Boring Middle | 00:23:10 | |
Join 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 chaos, they share invaluable insights and belly laughs as they navigate the choppy waters of financial responsibility. With wit, wisdom, and a sprinkle of sarcasm, they show how even the most mundane moments can teach us profound lessons about control, communication, and the true cost of chicken nuggets. So grab your popcorn (or chicken nuggets, if you dare), and get ready to join the fun-filled journey through the boring middle with the Childfree Wealth® podcast. Because when it comes to finances, who said it couldn't be entertaining? Resources: + Book: Portraits of Childfree Wealth by Dr. Jay Zigmont, CFP® + Book: A Random Walk Down Wall Street by Burton G. Malkiel 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
21 Feb 2024 | Untangling Self-Worth with Sheri Johnson | 00:34:58 | |
Dr. 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. + Instagram https://www.instagram.com/sherijohnsoncoaching/ + Website sherijohnson.ca + Worthiness Quiz https://sherijohnson.ca/quiz/ + Unlearning the Standard Life Plan with Katy Seppi + Essential Retirement Planning for Solo Agers by Sarah Zeff Geber, PhD (Book Club) + Portraits of Childfree Wealth by Dr. Jay Zigmont, CFP® + The Worthy Project by Meadow Devoir 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
28 Feb 2024 | The Gap and the Gain (Book Club) | 00:26:54 | |
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 pick, where Bri and Dr. Jay will dive into the world of small business finances with "Profit First." Resources: + The Gap and the Gain by Dan Sullivan & Dr. Benjamin Hardy + Profit First by Mike Michalowicz 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
01 Mar 2024 | Rebekah & Matt Planning Session 1 | 00:58:56 | |
In 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.
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
06 Mar 2024 | Researching the Childfree Community with Drs. Jennifer Watling Neal & Zachary Neal | 00:37:01 | |
The research on the childfree population is lacking. Drs. Jennifer Watling Neal & Zachary Neal are looking to change that. Working out of Michigan State University they’re the researchers behind one of the most well-known studies on the childfree population to date. Throughout the conversation they dive into the intricacies of terms like "childfree" versus "childless" and the importance of accurate categorization. Discover the complexities of defining the childfree population, encompassing those who actively choose not to have children. Gain insights into their groundbreaking research framework, which considers circumstances and attitudes in categorization. Their research has sparked interest and appreciation from those seeking validation of their childfree status. Tune in to challenge stereotypes and promote inclusivity in research and societal dialogue. Learn more & connect with Drs. Jennifer & Zachary using the links below: + Study: One in five adults don’t want children - and they’re deciding early in life + Donate to Drs Neal's Childfree Research 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
08 Mar 2024 | Childfree Estate Planning | 00:29:55 | |
Many 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. Whether you're childfree by choice or circumstance, this episode will provide you with valuable insights and practical tips to ensure you're protected. Resources: + Get Your Paperwork Right Now! - Will, Living Will, & Power of Attorney 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
13 Mar 2024 | Long Term Care Insurance with Jill McNeill | 00:46:58 | |
Join us as we explore the ins and outs of long-term care insurance with our special guest, Jill McNeill, a seasoned expert with over 14 years of experience in the field. In this episode, she takes Dr. Jay through the world of long-term care insurance, breaking down the complexities and providing valuable insights. From standalone policies to hybrid options like life insurance and annuities, Jill guides us through the differences and helps demystify the jargon. Discover why planning for long-term care early on can be crucial, and learn about the various triggers that affect your insurability. Whether you're considering long-term care for yourself or your aging parents, this episode offers practical advice and strategies to secure your financial future. Resources: + LLiS Long Term Care Insurance Quote 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
15 Mar 2024 | Dying Kindness with Cianna | 00:40:15 | |
"Hi, I'm Cianna and I'm going to die someday." With this thought-provoking introduction, Cianna Stewart, founder of Dying Kindness prompts questions from those around her. Today, Bri talks with her as she shares her unique perspective as a caregiver with extensive experience in navigating the complexities of death to the forefront. Drawing from her background working in HIV during the 1990s and her personal encounters with loss, Cianna shares invaluable insights on making key decisions now to ensure a gentler departure for ourselves and greater peace for our loved ones left behind. In this episode, they explore the often-overlooked topic of death and how we can approach it with kindness and foresight. Regardless of the decision to not have children, embracing the reality of mortality & the impact that will be felt by those left behind can profoundly enrich our lives. Tune in for a candid conversation on navigating the practical and emotional aspects of planning for death with grace and compassion. Connect with Cianna of Dying Kindness below: + Dying Kindness Website (Death Binder download link can be found on the home page.) + Dying Kindness Facebook group Additional Resources: + Get your paperwork right, now! - Wills, Beneficiaries, Living Wills, POAs and more 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
20 Mar 2024 | Planning for Parents | 00:25:27 | |
You may have heard of the sandwich generation, but have you heard of the open face sandwich? We use this term when referring to childfree people needing to take care of not only themselves, but their parents. If you’re childfree, it’s often assumed you can handle your parents. Sometimes it can be hard to know what to do. In this episode, Bri & Dr. Jay dive into what it takes to care for parents and how you can start having that conversation. Resources: + Questions to Ask Your Elderly Parents + Caring for Elderly Family Members 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
27 Mar 2024 | Profit First (Book Club) | 00:23:26 | |
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 to building a successful business while keeping profit at the forefront. Join next month for a review of Your Money or Your Life by Vicki Robin & Joe Dominguez. Resources: + Profit First by Mike Michalowicz + Your Money or Your Life by Vicki Robin & Joe Dominguez 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
25 Mar 2024 | Childfree Expert Laura Carroll | 00:39:38 | |
Join 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 society. Tune in to gain a deeper understanding of the childfree lifestyle and the significance of Women's History Month in acknowledging the myriad paths women choose. Join Dr. Jay Zigmont and Laura Carroll as they celebrate the remarkable sisterhood of women without children and their impact on history and society. Resources: + A Special Sisterhood by Laura Carroll + Laura Carroll’s Website 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
29 Mar 2024 | Rebekah & Matt Planning Session 2 | 01:04:09 | |
In 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 Budgeting Meeting Disclaimer: Rebekah & Matt have agreed to have their financial planning sessions recorded & 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 is for them only, and should be considered education or entertainment for your purposes. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
03 Apr 2024 | What does a CFP® professional learn? Pt. 2 Insurance | 00:32:43 | |
Wondering 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 importance of having a trusted insurance agent & the benefit of getting a second opinion.
With witty banter and a variety of examples (like alien abduction insurance!), they keep things light while covering the various forms of insurance from health insurance to business liability. Resources: 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
10 Apr 2024 | Head Trash - Stop Standing In Your Own Way | 00:31:18 | |
Do 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. Bri bravely admits that exploring head trash can be painful but necessary, highlighting the importance of facing these internal obstacles head-on. Dr. Jay shares anecdotes and examples, illustrating how seemingly innocuous remarks or societal expectations can plant seeds of doubt that hinder our growth. With a blend of empathy and empowerment, they encourage listeners to challenge the voices in their heads and rewrite their narratives. By shining a light on the sources of our head trash, Dr. Jay and Bri empower us to break free from self-imposed limitations and forge our own paths to success and fulfillment. So, buckle up and get ready to declutter your mind as they guide you through the journey of unraveling your head trash! Resources: + Love and Money with Bri’s Wife + The Gap and the Gain by Dan Sullivan & Dr. Benjamin Hardy + The Gap and the Gain (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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
17 Apr 2024 | Changes at Childfree Wealth® | 00:29:28 | |
Childfree Wealth® is growing! With that, we’ve had some recent changes. In this episode, Bri & Dr. Jay discuss the state of the firm & share more information regarding the Childfree Wealth Check-up, the newest way to work together. The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. Join our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
24 Apr 2024 | Your Money or Your Life (Book Club) | 00:29:02 | |
Get ready for a deep dive into personal finance and life purpose as Bri and Dr. Jay take on the timeless book, "Your Money or Your Life!" This lively discussion isn't just about numbers, it's about aligning your time, money, and passion to create an amazing life. Expect thought-provoking insights on consumerism, work-life balance, and the importance of valuing your time and energy while being packed with wisdom on how to make your finances work for you, not the other way around. Plus, there's a healthy dose of humor and real-life examples to make the financial talk more relatable. Whether you're a math nerd or a life-enthusiast, this episode is sure to leave you with a fresh perspective on money and life. Tune in for an enlightening, entertaining, and yes, even soothing journey to a richer life! Be sure to tune in again next month for the book, Happy Money: The Science of Happier Spending by Elizabeth Dunn & Dr. Michael Norton. Resources: + Your Money or Your Life by Vicki Robin & Joe Dominguez + Happy Money: The Science of Happier Spending by Elizabeth Dunn & Dr. Michael Norton 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
01 May 2024 | Legacy Beyond Offspring with CaTyra Polland | 00:26:31 | |
In this intriguing episode, Bri dives deep into the topic of legacy with guest, CaTyra Polland! As a poet, keynote speaker, and author of her new book, Legacy Beyond Offspring, she’s focused on shattering conventional norms by exploring the concept of legacy beyond parenthood. From her own experience to insights from a focus group of childfree individuals, CaTyra discusses the myriad ways to leave a lasting impact without having children. Beyond that, CaTyra shares her experiences as an author and editor, providing valuable advice to aspiring writers. This episode is a must-listen for anyone curious about creating a meaningful legacy beyond traditional norms. Tune in to be inspired and empowered! Pre-order your book, Legacy Beyond Offspring, here! Connect with CaTyra: 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
26 Apr 2024 | Rebekah & Matt Planning Session 3 | 00:59:18 | |
In 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. Additionally, they also touch on the importance of planning for long-term care and retirement. This session is not only about numbers, but also about embracing an amazing life while achieving financial stability. Resources: + Rebekah & Matt’s First Planning Session + Rebekah & Matt’s Second Planning Session + Portraits of Childfree Wealth 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
03 May 2024 | What does a CFP® professional learn? Pt. 3 Investments | 00:31:37 | |
In 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 derivatives. She also talks about investment risks, valuation of bonds and stocks, portfolio management, investing strategies, and the importance of tax-efficient investing while emphasizing the concept of simple, long-term passive investing. Resources:
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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
08 May 2024 | Healthy Love & Money with Ed Coambs | 00:42:37 | |
Ed Coambs is a former firefighter, now CFP® Professional & family financial therapist. In this episode, Jay and Ed delve into the intricate intersection of love, money, and psychology. You’ll hear them explore the dynamics of couples' finances, the importance of understanding past experiences and attachment styles, and the key role these play in shaping our financial behaviors. Discussing the blurred lines between financial therapy, coaching, and planning, you’ll also hear insightful tips on navigating control issues within relationships. Ed stresses the value of psychoeducation, empathy, and shared meaning in building financial intimacy. Addressing the challenges faced by childfree couples and entrepreneurs, they highlight the necessity of communication and understanding each other's narratives. From tackling 'fantastical thinking' to creating a healthy 'control paradigm', this episode is a deep dive into the fascinating world of financial psychology. Tune in to hear two experts nerd out about money and relationships! Connect with Ed: + Healthy Love & Money Website + Healthy Love & Money Podcast 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
15 May 2024 | Dr. Jay's Talk at the Childless Collective Summit | 00:30:10 | |
This 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 retirement strategies, estate planning, and long-term care for the childfree, this episode is a must-listen for anyone navigating their financial journey without kids. Don't miss out on this talk challenging the norms and providing a fresh perspective on managing finances as a childfree individual! 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
22 May 2024 | Finding the Magic of Joy with Maria Hill | 00:37:07 | |
In this candid conversation, Dr. Jay talks with Maria Hill about the often misunderstood world of childlessness not by choice. They take a deep dive into the complexities of this and the unique financial considerations it presents. Maria shares her journey from a traditional conservative background to a life of self-discovery, empowerment, and joy as a childless woman. They’ll explore the importance of crafting a new life script that is not defined by societal norms while also touching on the grieving process, the importance of being heard, and the power of community. Listen in as they envision the future for the childless community and discuss the possibility of creating a stronger collective voice. This episode is a must-listen for anyone seeking understanding, acceptance, and inspiration in a childless life. Connect with Maria here: 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
12 Jun 2024 | Exploring Financial Independence and Lifestyle Design with Jess from The Fioneers | 00:37:00 | |
In this episode of the Childfree Wealth® Podcast, Dr. Jay welcomes a remarkable guest, Jess, who, along with her husband Corey, is a driving force behind The Fioneers. Jess brings an eclectic mix of expertise in lifestyle design, van life, and financial independence. She shares her journey toward financial independence and how she and her partner have designed a life that is as remarkable as the physical destinations they visit. They delve into the balance between money, life, and the unique challenges and opportunities of the childfree lifestyle. Broadcasting from her van in Lake Tahoe, Jess provides insights into the origin of her mantra, making the journey as remarkable as the destination, and the importance of taking significant time off work to recover and form a new mindset. The discussion covers the nuances of workplace dynamics, the need for flexible jobs, and strategies to achieve a win-win scenario in personal and professional life. Jess also discusses her work as a lifestyle design coach, explaining how she helps people identify the elements of their ideal life through a three-stage process. This includes defining the “what”, “why”, and “how” of their goals and conducting beta tests to build confidence and gather information. The episode also touches on the challenges of avoiding burnout, the importance of sharing stories to inspire others, and the ever-changing nature of life and work. Listeners are invited to explore more about Jess and her work through The Fioneers' website, YouTube channel, and her free six-day email course on limiting beliefs. Join us for an inspiring conversation that might just help you design the life you’ve been dreaming of. Tune in and get inspired to start designing the life you want!
Connect with The Fioneers here: + Website + YouTube 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
01 Jun 2024 | Happy Money: The Science of Happier Spending (Book Club) | 00:26:40 | |
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 vacations and the joy of planning versus the actual experience. Whether you're someone who meticulously plans trips or prefers to wing it, there's something for everyone. We also delve into the balance between spending on material goods versus experiences and how that impacts happiness. Bri and I share our takes on this, discussing everything from buying cars to planning large gatherings. As a bonus, we offer some summer reading recommendations. Bri suggests murder mysteries, while I'm currently into post-apocalyptic zombie tales. Finally, a quick update on our podcast schedule and a shameless plug for my upcoming book tour. If you're interested in childfree life and money, stay tuned for more exciting content in the fall! Don't miss this episode packed with practical tips. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
06 Jun 2024 | What does a CFP® professional learn? Pt. 4 Taxes | 00:31:43 | |
🎙️ 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 passive income, charitable contributions, tax implications of changing circumstances, and much more 🤓. Whether you're managing a small business or planning for long-term financial health, this episode is packed with actionable advice and professional tips. Remember, tax planning isn't just about saving money now but ensuring you're set for the future 🏦. 🔍 Key Takeaways:
Tune in to get the full scoop and make sure you're making the best decisions for your financial well-being! 📈 #TaxPlanning #CFP #CPA #Accounting #IncomeTax #CapitalGains #TaxDeductions #FinancialPlanning #TaxStrategies #SmallBusiness #PassiveIncome #CharitableGiving #Childfree #Childless #PermanentlyChildless #DINK #DINKs #SINK #SINKs #ChildfreeWealth 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
20 Jun 2024 | Rebekah & Matt Planning Session 4: Financial & Health Preparedness | 00:53:31 | |
In this episode, we tackle balancing financial goals and preparing for health emergencies. We discuss setting realistic goals, like saving for travel and paying off debt, without being too hard on ourselves. 💸✈️ We also cover making contingency plans for unexpected health costs and the importance of having a will or trust. 🏥📜 Tips include designating beneficiaries, managing digital legacies, and ensuring pets are cared for. 🐾 Rebekah and Matt share their insights on managing stress and financial responsibilities, emphasizing open communication and shared leadership in budgeting. 📈🛡️ Join us to learn valuable strategies for securing your financial future and health preparedness. 🎧✨ #Childfree #Childless #Podcast #FinancialPlanning #HealthPreparedness #BudgetingTips #TravelSavings #ContingencyPlans #WillAndTrust #DigitalLegacy #EmergencyFunds #FinancialGoals #StressManagement #Pets 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
26 Jun 2024 | Caregiving Expert Advice with Danielle Miura | 00:34:51 | |
🎙️ Hey, Childhood Wealth listeners! Today’s episode features Danielle Miura, a long-time friend and expert in caregiving. We dive into the challenges and strategies for planning and managing caregiving, especially for those navigating "No-Baby Step 7: Plan for Mom & Dad”. Danielle’s top tip? Go with the flow and prioritize self-care! 🫶We discuss setting boundaries, creating care plans, and the importance of building a strong support system, both professional and personal. 🏥👥 Danielle shares her personal caregiving journey, emphasizing the need for open communication and realistic expectations. We also touch on caregiver fatigue and burnout – recognizing it and coping strategies. 💡 For resources, Danielle recommends her blog with over 150 posts and highlights the value of geriatric care managers and financial professionals who understand caregiving. 📚💻 Don’t miss out on this insightful conversation! 🌟 #Caregiving #SelfCare #FinancialPlanning #SupportSystem #Burnout #ElderCare #CarePlans #CaregiverResources #FamilySupport #AgingParents #Childfree #Childless #Podcast Connect with Danielle here: + Website: https://spark-fin.com/ + Instagram: @sparkfinancials + Facebook: @sparkfinancials + LinkedIn: @danielle-miura + X: @Daniellemiula 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
03 Jul 2024 | Charlie Dice - Life Beyond Infertility | 00:31:09 | |
🎙️ In today's episode, we dive deep into life as childfree-not-by-choice with Charlie Dice, creator of the Life Beyond Infertility Mentorship Program - a private and group coaching membership and community. She's also the founder and host of the Life Beyond Infertility Podcast. Her mission is to help those struggling to see a way forward rediscover their purpose and passion so they can embrace a joyful life again. 🌟 Charlie shares her personal journey, the mental and emotional toll of infertility, and how she turned her experience into a mission to help others rediscover their purpose and joy. 💖 We discuss the importance of community, setting boundaries, and avoiding toxic positivity. Charlie also talks about her goals, including early retirement. Tune in for an inspiring conversation! 🎧 #InfertilityAwareness #Childfree #Childless #MentalHealth #JourneyToJoy #Podcast #CommunitySupport #ToxicPositivity #LifeBeyondInfertility
Connect with Charlie here: + Spotify 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
10 Jul 2024 | Rebekah & Matt Planning Session 5: Turning Sweet Ideas into Epic Adventures | 01:01:44 | |
🎙️ Welcome to our latest episode! 🎲 Today, we dive into the exciting world of "Donuts and Dragons," an innovative concept combining delicious treats with thrilling D&D sessions. 🍩🐉 Rebecca and Matt discuss their journey from idea to execution, sharing insights on life planning, balancing creativity and practicality, and the importance of just starting. 📅 Set a goal, take action, and remember, it doesn’t have to be perfect! 🚀 #DonutsAndDragons #DND #Entrepreneurship #LifePlanning #Startup #CommunityBuilding #Creativity #BurnoutPrevention #MinimumViableProduct #GameNight 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
17 Jul 2024 | Retirement Planning: What does a CFP® Professional Learn? Pt. 5 | 00:30:49 | |
🎙️ 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. 📊 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
25 Jul 2024 | Childfree People by the Numbers | 00:34:01 | |
🎙️ In this episode, we delve into the Pew Research Study on Adults Without Children. #childless #childfree #adultswithoutchildren #adultswithoutkids #pewresearchstudy #pew #childfreepeople #childfreebythenumbers
Join our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
01 Aug 2024 | Celebrating International Childfree Day | 00:39:13 | |
🎙️ In this special episode of the podcast, host Bri celebrates International Childfree Day with an insightful conversation featuring distinguished guests Dr. Jay, Nandita Bajaj, Christine Erickson, and Angela Harris. Together, they explore the multifaceted experience of living childfree, examining its implications on legacy, minimalism, policy changes, and empowerment within the community. Join us as our guests share their unique perspectives on creating a fulfilling life without children, emphasizing the importance of freedom, meaningful relationships, and personal responsibility for future care. 👥 The discussion also delves into practical financial planning strategies tailored for those without children, highlighting flexibility, minimalism, and the critical role of engaging in reproductive health and rights. The episode concludes with actionable advice for thriving in a childfree lifestyle, including tips on proactive planning and the importance of embracing personal choices. 🎧 Tune in for a thought-provoking and empowering conversation that champions personal freedom and proactive life planning! 🎧 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
07 Aug 2024 | DINK Math with Erika & Kristen from DINKY | 00:40:07 | |
🎙️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 conversation that will get you laughing and thinking about the actionable insights and proactive steps discussed to ensure shared financial goals and preparedness for future challenges. 📈💬 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
14 Aug 2024 | Rebekah & Matt Planning Session 6: Next Steps and Considerations for their Aging Parents’ Needs | 00:51:34 | |
🎙️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 episode covers essential topics like cognitive decline risks, inheritance strategies, and the need for updated estate planning documents, such as choosing between trusts and wills. 📑 Dr. Jay covers the next steps for Rebekah and Matt, outlining key action items such as starting conversations with their parents about vital legal documents, ensuring they are trusted individuals on their parents’ bank accounts, and focusing on building a $30,000 emergency fund before prioritizing retirement accounts. 💰 🎧Tune in to discover how proactive financial management and estate planning can secure your future stability and peace of mind. 🎧 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
21 Aug 2024 | Exploring Freedom & Fulfillment of a Childfree Lifestyle with Doc G | 00:47:45 | |
🎙️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 strategic management of resources and the importance of healthcare benefits in today's medical landscape. 💰🏥 They also address common misconceptions and societal pushback faced by those who choose a childfree path, contrasting it with the experiences of those who are childless due to circumstances beyond their control. 🎧Tune in to discover how embracing a child-free lifestyle can be both rewarding and empowering! 🎧 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
28 Aug 2024 | Episode 100! Where Are We Now | 00:36:53 | |
🎙️ Join us for a momentous 100th episode of the Childfree Wealth Podcast! We're marking this milestone with an in-depth exploration of life planning, financial strategies, and the distinctive paths of childfree individuals. 🌍 In this special episode, Bri and Dr. Jay break down the eight ‘No Baby Steps' —a set of innovative financial strategies tailored for those pursuing childfree lives. From maximizing your financial independence to enhancing your life experiences by simplifying your finances, we cover it all. But that’s not all—we delve into the heart of what it means to live a fulfilling, childfree life, with thoughtful discussions on how to align your financial choices with your personal values. 🌟 Whether you're just starting your financial journey or looking to refine your approach, this episode is packed with actionable insights to help you thrive. 🎧 Listen in as we reflect on this incredible journey, share inspiring stories, and reinforce the importance of community and support in achieving financial freedom. 💬 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. | |||
04 Sep 2024 | What does a CFP® Professional learn? Pt. 6 Estate Planning | 00:25:30 | |
🎙️ 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 episode equips you to understand Estate Planning from the CFP® and childfree lens to ensure your legacies are thoughtfully planned and preserved. 🌟 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 our newsletter HERE. Instagram: @childfreewealth Facebook: @childfreewealth LinkedIn: @childfree-wealth YouTube: @ChildfreeWealthPodcast Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast. |