🎙️ 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 choosing a childfree life isn’t just different—it’s a chance to design your finances around the life you want to live, not society’s expectations. With 21% of adults opting out of the "typical" life script, this episode dives into personal stories, key research, and tips for building a financial plan that aligns with your unique path. 🌍✨

You can pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" through one of our partners:
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money

#ChildfreeLife #FinancialFreedom #DesignYourLife #LiveOnYourTerms #BreakTheMold #UnconventionalLiving #LifeWithoutKids #PersonalFinance #UniqueLifeChoices #ChooseYourPath

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 media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® 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.

🎙️ 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 share actionable tips on managing Roth IRA contributions, adjusting tax withholdings for future income changes, and optimizing charitable donations. 💰 Plus, learn the importance of reviewing insurance policies, estate planning documents, and even your credit card spending! 💳

Don’t miss out on this opportunity to get your finances in order before the year ends and set yourself up for success in the new year. 🗓️✨ Tune in for the ultimate financial checklist and make sure you're on track to meet your goals! 🎧

✅ Get your copy of Childfree Wealth® Ultimate Financial Checklist here!

Pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" today!
- Amazon
- Barnes & Noble
- Bookshop.org
- Books-A-Million

#YearEndPlanning #FinancialChecklist #TaxPlanningTips #RMDs #RothIRA #CharitableDonations #EstatePlanning #CapitalGainsTax #SmartMoneyMoves #FinancialSuccess #WealthManagement #RetirementPlanning #InvestmentStrategy #TaxEfficiency #FinancialGoals

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 media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® 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.

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 advises Shannon and Mike to spend more, give more, and plan their legacy. From retirement projections to setting up funds for their nieces & nephews 👧🧒, this session is packed with strategies for maximizing their future!

💡 Highlights include:

• Optimizing investments 📊
• Maximizing HSA contributions for tax benefits 🏥
• Balancing travel & charitable giving budgets ❤️

Listen in for a rare behind-the-scenes look at financial planning tailored for the childfree life! 🎧

Pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" through one of our partners today!
- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money

#ChildfreeWealth #FinancialFreedom #WealthManagement #ChildfreeLife #FinancialPlanning #LegacyPlanning #DebtFreeJourney #TravelGoals #FinancialIndependence #MoneyMoves #SmartInvesting #RetirementGoals #LiveMoreSpendLess #WealthBuilding #LifeWithoutKids

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 media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® 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.

🎙️ 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 📋
✅ Life insurance for child-free individuals 💡
✅ Health, dental, & vision insurance tailored to you 🏥
✅ Pet insurance & estate planning essentials 🐾📜
✅ Retirement plans, 401(k) contributions, & employee stock options 💰

Plus, don't miss out on tips for using your FSA funds before year-end and the importance of updating your HR files & beneficiaries 📝. Bri and Dr. Jay provide the ultimate roadmap to ensuring you’re making the smartest choices for your health and financial future! 💪✨

Tune in and take charge of your benefits today! 🎧📊

Pre-order your copy of "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing" today!

- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346

- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347

- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347

- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money

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 media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® 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.

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 possible job change. 🤔💼 Dr. Jay asked both Shannon and Mike 3 key questions everyone needs to ask about their future and, after some rough math explained how they can retire much sooner than expected! 💸

🎯With a plan to be mortgage-free within months, a trip to Hungary 🇭🇺 in the works, and new action steps on the horizon, this is episode is fun, exciting, and informative - a must-listen!📈🏠

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 media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® 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.

🎙️ 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.

Like the show? Leave us a rating & review!

If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® 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.

🎙️ 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.

Like the show? Leave us a rating & review!

If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® 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.

🎙️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.

Like the show? Leave us a rating & review!

If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® 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.