Childfree Life by Design

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 HardyThe 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 Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

​​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 ChildfreeConnect with Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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 GuiltConnect with Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: 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. 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:Article: Get your paperwork right, now! - Wills, Beneficiaries, Living Wills, POAs and moreFree Course: 8 No-Baby Steps CoursePodcast: Ep. 36: 8 No-Baby StepsArticle: The time to plan for a disability is NOWWebsite: Freelancers Union Disability InsuranceConnect with Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: 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. 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 GroupConnect with Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: 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. 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?+ Childfree Wealth AcademyConnect with Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: 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. 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:Podcast: Ep. 46 Unpacking Money GuiltConnect with Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: 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. This week, Bri & Dr. Jay review Get Good with Money by Tiffany Aliche, the Budgetnista.Bri appreciates that Aliche starts the book by pointing out that learning about money will come with growing pains. Together they highlight the book’s structured approach to financial wellness & appreciate the in-depth coverage of often overlooked topics. You’ll hear their differing views on the book's approach to saving and investing, particularly regarding getting out of debt while stressing the importance of a solid financial foundation. Meanwhile, they praise Aliche’s advice on building a team of financial professionals to help guide & assist you.Listen in as they review Who Cooked Adam Smith's Dinner?  next month.Resources:Get Good with Money by Tiffany AlicheWho Cooked Adam Smith’s Dinner? by Katrine MarçalConnect with Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: 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. 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:Childfree Wealth’s Guiding PrinciplesNew Legacy InstituteCFP® Professional DemographicsCFP® Board ScholarshipsBLX Internship ProgramConnect with Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: 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. 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:FREE 8 No-Baby Steps for Childfree People Course8 No-Baby Steps PodcastWhat is the Money Management System?Money Management System Free TemplateGet your paperwork right, now! - Wills, Beneficiaries, Living Wills, POAs and moreDeath Binder by Dying Kindness7 Questions to Ask Aging ParentsCaring for Elderly FamilyThe Sabbatical - A tool to recenter & find yourself.How Do Taxes Work for Childfree People?What is the difference between tax planning & tax filing?Connect with Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.