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Childfree Wealth®

Dr. Jay Zigmont, CFP® & Bri Conn

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Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn. Childfree Weatlth Specialist® & Dr. Jay Zigmont, CERTIFIED FINANCIAL PLANNER™, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This ...
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Season Two Coming in October! ✴️ Do you ever wonder what childfree life REALLY looks and feels like? Sure there are the party days and good times of your 20s and 30s (which we both crushed btw) but what about when things start to "slow down" at 50? Is fun still a priority? Does the worry about the elder years increase or decrease? Does regret set in or fade into oblivion? Do friendships change? Is building community with new childfree friends possible? We are a happy childfree couple living ...
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As Told By Childless Women with Jobi Tyson, shatters the often sidelined topic of female childlessness. Each weekly episode will be a thought provoking, curiosity-fueled one-on-one interview with a childless woman featuring defined terms and tackles a range of reasons that lead to childlessness by sharing real stories and stigmas of female childlessness and womanhood. Watch these interviews at www.AsToldByChildlessWomen.com
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Join Dr. Jay in this enlightening episode of our special series as we dive into Dr. Jay's upcoming book "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing". In this episode he shifts modes from effective financial planning for soloist to couples! Explore three powerful strategies—fully combine…
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In Part 7 of our special series, Dr. Jay continues his deep dive into the groundbreaking book The Childfree Guide to Life and Money, as he moves into Part Two of the book: Getting Your Finances in Order and the innovative framework of the '8 No Baby Steps.' Join Dr. Jay as he compares these essential steps to the well-known financial advice of Dave…
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In this next episode from our special series based on The Childfree Guide to Life and Money by Dr. Jay, we focus on one of the most crucial steps to financial health—getting out of debt. Debt is a common challenge, but this episode breaks down two powerful strategies to eliminate it: the snowball method, which focuses on paying off smaller debts fi…
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In part 5 of this must-hear Financial Planning Series, CFP® Dr. Jay helps Shannon and Mike tackle the big decisions ahead. With a paid-off mortgage behind them, Shannon’s new job and Mike’s retirement planning take center stage as they discuss strategic changes to their contributions. But financial planning isn't just about numbers—Dr. Jay guides S…
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In this special episode of The Childfree Wealth Podcast, Dr. Jay dives into a deeply personal and often overlooked aspect of financial planning—legacy for childfree individuals. As part of our series exploring key chapters from Dr. Jay’s highly anticipated book, The Childfree Guide to Life and Money, this episode goes beyond financial assets to cha…
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In the next episode of The Childfree Wealth Podcast we’re back to Dr. Jay’s Financial Planning and Life Coaching series with Shannon and Mike! In session 4, CFP® Dr. Jay talks with Shannon and Mike about their major financial milestone—paying off their home. 🏡💸 But what’s next for this couple? Dr. Jay helps them explore how to allocate their financ…
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In this special episode, the focus shifts to Chapter 3 of the Childfree Guide to Life and Money, where Dr. Jay explores the unique financial and life challenges faced by soloists—those living without children or partners. From the freedom to make your own decisions to the struggles of facing the 'single tax' and higher lifetime costs, this episode …
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In this next installment of our special series, Dr. Jay shifts from planning as a soloist or a couple, into the essentials of financial planning as a group! Join Dr. Jay, and explore three effective strategies for group financial planning: adopting a uniform financial plan, managing finances individually, or creating a hybrid approach that works fo…
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In this episode, Dr. Jay and Bri dive into the critical importance of financial awareness within relationships and families. 💬 Whether you're managing shared accounts or keeping track of personal finances, being informed is key to avoiding the dangers of financial infidelity—where one partner is left in the dark. They break down how to create an “I…
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In this second episode of our special series, Dr. Jay continues the deep dive into Chapter 2 of the Childfree Guide to Life and Money 📚. Discover how childfree individuals can break away from the traditional life script and design a life that aligns with their own values. From societal pressures to personal fulfillment, this episode is all about cr…
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In this third installment of our 6-part series, Dr. Jay dives deep into estate planning with Shannon & Mike as they prepare for their future and the well-being of their loved ones—including their dog, Summit! 🐶💼 With seven nieces and nephews to consider, they explore how to split their estate evenly, designate medical and financial power of attorne…
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🎙️ Welcome to the first episode of our exclusive series leading up to the highly anticipated launch of The Childfree Guide to Life and Money on December 31st! Each week, Dr. Jay will dive deep into a new chapter, kicking off today with Chapter 1, "Are We Weird?"—a thought-provoking look at breaking free from societal expectations 📚. Discover why ch…
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🎙️ In this episode, Bri and Dr. Jay cover everything you need to know to wrap up the year on a strong financial note! 💡 Get expert insights on essential year-end tasks, from tax planning and harvesting unrealized losses 📉 to understanding capital gains taxes and Required Minimum Distributions (RMDs), especially for inherited IRAs. 🔍 Bri and Dr. Jay…
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Ever wonder what financial planning really looks like for the childfree? Get a front-row seat as Dr. Jay helps Shannon and Mike tackle some huge money moves! 🏡💼 In this second installment of our 6-part series, Dr. Jay dives deep with Shannon and Mike as they talk goals - paying off their mortgage by May🏡 and boosting their travel budget ✈️. Dr. Jay…
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🎙️ In this eye-opening episode, Bri and Dr. Jay dive deep into everything you need to know for the upcoming open enrollment period! 🌟 From reviewing your insurance options to making sure you're maximizing your benefits, they’ve got you covered. Don’t miss key discussions and what you need to know about: ✅ Long-term disability & care insurance 📋 ✅ L…
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Get an exclusive look at financial planning with Childfree Wealth®! In this 6-part series, Dr. Jay sits down with Shannon & Mike to align their life plans with their financial goals - this is a conversation you won't want to miss! 🌍✈️ They explore how early retirement could be for this couple, tackle the “childfree midlife crisis,” and discuss a po…
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🎙️ 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 unr…
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🎙️ 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 tail…
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🎙️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 e…
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Brita's story is a raw and honest exploration of one of the most challenging scenarios in relationships: the discovery that one partner wants a child, and the other doesn't. She and her ex-husband started their romance young, with the societal script of "happily ever after plus baby" playing in the background. But as time went on, that traditional …
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🎙️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…
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🎙️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 …
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🎙️ 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 chan…
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🎙️ In this episode, we delve into the Pew Research Study on Adults Without Children. Rachel Minkin from Pew Research Center shares insights on why a significant percentage of adults under 50 are unlikely to have children, and why many adults over 50 never had children. We explore the top reasons for not having children, and highlight the financial …
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Ever catch yourself in a spiral of anxiety and worry? If your answer is “no,” we want your secret! Chances are, at some point in the last few weeks, you found yourself overthinking about SOMETHING. As childfree individuals, society likes to warn us about our potentially regretful future. While these thoughts may sneak in from time to time, what abo…
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🎙️ Welcome to our latest episode covering what a CFP® Professional learns, this time we're focusing on retirement strategies! 🏦 We cover the essentials of 401(k)s, IRAs, and saving for retirement. 📊 We also discuss investment considerations such as time horizon, risk tolerance, and how to match them with your retirement plan. 📈 Learn about distribu…
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Should you be shouting “I’m Childfree!” to the world? We think so! In this episode, we share some powerful reasons why it's important to be vocal about your childfree choice. Even if it doesn't come naturally to you, the benefits of sharing this aspect of your life can often outweigh any potential drawbacks. We'll explain exactly why. Rick reveals …
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🎙️ 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 start…
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Ericka didn't initially choose to be childfree. She spent 10 years navigating a challenging infertility journey, leaving her uncertain about her future. She grappled with concerns about not becoming a mother and feared her life might always feel incomplete. Ericka also faced the judgement and expectation from her faith based community. When joining…
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🎙️ 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…
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🎙️ 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 se…
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We're diving into the all-too-familiar rude comments that childfree people just can't seem to avoid. You know the ones – the hurtful, confusing, and downright insane remarks that make us shake our heads. These comments have become so ingrained in our society that people often don't realize just how insensitive they're being. In this episode, we'll …
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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 designati…
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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 h…
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🎙️ 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 cover…
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Do you enjoy using the bathroom without little hands banging on the door? We sure do! In this episode, we dive into the unexpected perks of living childfree. From enjoying your bathroom privacy to turning that spare room into anything you want—yes, even a stripper pole room! We also open up about how imposter syndrome has thrown us into a sea of se…
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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 scientif…
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Has a family member ever made passive aggressive comments about your decision not to have kids? These subtle jabs can make us feel undermined and stir up doubt and confusion about the childfree choice. Today you’ll meet Amanda, who shares her decade-long struggle with a mother-in-law unwilling to accept her childfree lifestyle. Amanda's story highl…
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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 …
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Ever felt a bit out of place in your friend circle because everyone else has kids? Or maybe you find yourself holding back in conversations? In this episode, we unleash the top reasons why it feels so good to be surrounded by childfree friends. It's so refreshing to connect with people who understand your frustrations, your wins and also share simi…
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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 c…
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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 sh…
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Ever been asked what you do with your free time as a childfree person? If not, get ready – it’s likely that you’ll eventually be hit with this baffling query. In this episode, we dive into why this question pops up and why our free time is still frowned upon by society. Regardless of these silly assumptions, you know we always turn the spotlight ba…
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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, …
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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 indi…
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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 overlooke…
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Rick and I will be back next time but stick with me today because I have a very special bonus episode of "Is Childfree For Me?" where my program graduates share their personal story of how they found peace and confidence with the childfree choice. Today you will meet Charlotte, a 32 year old woman from Sweden, who’s anxiety intensified when her bes…
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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 importanc…
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What happens when you tell your family that you decided NOT to have kids? In this episode, we explore the positive and sometimes uncomfortable reactions that our childfree community has received when they break the no kids news. We uncover a common lie that childfree people resort to when faced with relentless judgment or pressure. (Please comment …
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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 …
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