Childfree Wealth®

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: What does a CFP® Professional learn? Pt. 1 IntroductionWhat does a CFP® Professional learn? Pt. 2 Insurance ​​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. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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: + Instagram @catyrapolland + LinkedIn ​​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. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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 Gap and the Gain ​​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. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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 + I’ll Make You Quit Your Job + 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. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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. Looking to book your own Childfree Wealth Check-up? Schedule it 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. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Want to meet with a Childfree Wealth Specialist®? Schedule a meeting here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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 CFP® Certification ProcessWhat does a CFP® Professional learn? Part 1 ​​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. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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 + Blank Weekly Meeting Sheet 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. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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 + Laura's Instagram 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. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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 + Childfree Estate Planning + Aging Life Care Association ​​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. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

"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.) + Death Literacy course + Dying Kindness Facebook group Additional Resources: + Childfree Estate Planning + 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. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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: + Long Term Care Insurance + 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. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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 + Dying Kindess Death Binder ​​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. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

​​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 + Dr. Jennifer Watling Neal + Dr. Zachary Neal + 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. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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. Resources: Forced AdultingUnpacking Money GuiltThe Family Budgeting Meeting Disclaimer: Rebekah & Matt have agreed to have their financial planning sessions recorded and 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. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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. In this episode, Bri & Dr. Jay discuss The Gap and the Gain by Dan Sullivan & Dr. Benjamin Hardy. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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. Through heartfelt dialogue, they explore the societal pressures surrounding parenthood, challenging stereotypes, and societal expectations. Sheri offers valuable insights into untangling one's desires from external pressures, empowering listeners to navigate their unique journeys with authenticity and self-awareness. They delve into the intricate facets of self-worth, shedding light on the distinction between self-esteem and self-worth. They also discuss practical strategies for cultivating self-worth, emphasizing the importance of introspection, setting boundaries, and honoring one's authentic desires. Connect with Sheri using the links below: + Instagram https://www.instagram.com/sherijohnsoncoaching/ + Website sherijohnson.ca + Worthiness Quiz https://sherijohnson.ca/quiz/ Resources: + 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. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

Today Bri brings her wife, Addie, to the mic as they dive into the delightful world of love, money, and yes, even chicken nuggets (Addie’s Version)! From the get-go, the banter is lively as Bri and Dr. Jay set the stage for a candid conversation about relationships and finances. Addie adds an extra layer of warmth as she shares personal anecdotes and insights into their journey as a couple. Together Bri and Addie offer their perspective on the joys and challenges of merging finances in a modern relationship. From reminiscing about the early days of their marriage to navigating financial disagreements with humor and grace, this episode is as entertaining as it is enlightening. Don't miss out on this fun and engaging episode of Childfree Wealth - the perfect way to celebrate love and laughter this Valentine's Day! 💖 Resources: + The Financial Diet Podcast: A Divorce Lawyer On Prenups, Ugly Money Arguments, & What People Don’t Know About Divorce + Ep. 60: Childfree Midlife Crisis + Couples Weekly Meeting Sheet 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. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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. Like the show? Leave us a rating & review. If you want to join the conversation, email us at podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com! Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here! Instagram | Facebook | LinkedIn Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.