Childfree Wealth®

🎙️ Welcome to our latest episode covering what a CFP® Professional learns, this time we're focusing on retirement strategies! 🏦 We cover the essentials of 401(k)s, IRAs, and saving for retirement. 📊

We also discuss investment considerations such as time horizon, risk tolerance, and how to match them with your retirement plan. 📈 Learn about distribution rules, tax implications, and options for taking out your money...

🎙️ 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.

Rebecca and Matt also explore the potential of turnin...

🎙️ 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. 🌟 Cha...

🎙️ 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 st...

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. 🐾

Reb...

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. Th...

🎙️ 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 s...

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 ...

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 scrip...

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 ...

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 fina...

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 inform...

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 havin...

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 ...

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 wis...

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 an...

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...

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 find...

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 ...