Childfree Life by Design

Ever wonder what a live Childfree Wealth Checkup is like? Join Dr. Jay as he collaborates with Ann, a trailblazing client with a $1.1M net worth, who dreams of retiring early to embrace van life, steward trails, and explore national parks. Together, they uncover the path to retiring at 45 while balancing caregiving responsibilities and planning a career shift.This session dives deep into actionable steps, from researching Italian citizenship to reassessing homeowner’s insurance, offering a candid and inspiring look at how personalized financial planning can bring bold goals to life. Don’t miss this behind-the-scenes journey into building a life of financial freedom and purpose.Mentioned in this Episode:-Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/ -CW Podcast Episode: I'll Make You Quit Your Job: https://youtu.be/ILajS-ZGRC0?feature=shared -Childfree Wealth 365: https://childfreewealth.com/core-offering/ #ChildfreeWealthCheckup #ChildfreeWealthPodcast #FinancialFreedom #EarlyRetirement #NationalParkLife #VanLifeDreams #TrailStewardship #FinancialPlanning #RetireAt45 #LifeGoals #CareerTransitions #ChildfreeLiving #DreamLifestyle #MoneyMatters #PlanForYourFutureConnect 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.

Work with Bri and Dr. Jay! Schedule your Childfree Wealth Checkup here! https://childfreewealth.com/schedule-a-checkup/ Being childfree comes with unique financial opportunities and challenges—and planning for the future requires a different approach. In this episode, we explore key strategies for childfree individuals to secure their financial independence and live a fulfilling life.We dive into the “die with zero” philosophy—focusing on fully enjoying your wealth during your lifetime instead of saving it for inheritance. Learn why long-term care, estate planning, and proper insurance (like disability insurance) are essential for your childfree journey.We’ll also discuss how to prepare for life’s unexpected twists, from relationship changes to shared living arrangements, with flexibility and confidence. Whether you’re in your 30s, 40s, or beyond, it’s never too early to craft a plan for a rich and meaningful life—on your terms.Mentioned in this episode: -CW Podcast: CFP Series: https://www.youtube.com/watch?v=TZKfCabS248&list=PL_XkcNR6eGpBzr1SnsoFy7Y7p3wmWnAEG -Bernadette Joy IG: https://www.instagram.com/bernadebtjoy/ -Free Will: https://www.freewill.com/ -CW Podcast: Life First, Then Finance Episode: https://www.buzzsprout.com/2002436/episodes/16367327#ChildfreeWealth #ChildfreeFinancialPlanning #NoBabySteps #FinancialPlanning #GettingStarted #DiewithZero #ChildfreeWealthPodcastConnect 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.

Jill Sirianni, co-host of the Frugal Friends Podcast, joins us to talk about her new book, co-authored with Jen Smith, "Buy What You Love Without Going Broke." Jill dives into the power of mindful spending, embracing the "radical middle" in financial decision-making, and applying Maslow's hierarchy of needs to your money.In this episode, Jill also shares how she paid off $60,000 in debt, the lessons she learned from living in an RV, and why financial freedom starts with self-reflection. You'll walk away with actionable advice, including how to conduct a 90-day transaction inventory and tips for having non-judgmental money conversations with your partner.Get ready to rethink frugality and learn how to buy what you love—without going broke!Mentioned in this episode: -Buy What You Love Without Going Broke Book: https://www.frugalfriendspodcast.com/order-buy-what-you-love-without-going-broke/  -Frugal Friends Podcast: https://www.frugalfriendspodcast.com/episodes/  Connect with Jill: https://www.instagram.com/frugalfriendspodcast/ or https://www.frugalfriendspodcast.com/ About our Guest: Jill Sirianni is a licensed clinical social worker and co-host of the Frugal Friends podcast. She’s experienced in doing a lot with a little—from starting small businesses to full-time RVing—all of it was leveraged to pay off $60,000 of debt and cash flow her masters degree. Helping others is her highest value and integrating her mental health perspective with personal finance is how she supports others to identify, and live out of, what they value most. When she’s not meeting with clients or podcasting, you can find her in the garden or hosting friends in her home. She lives in St. Petersburg, Florida, with her husband Eric.Schedule your Childfree Wealth® Checkup today! https://childfreewealth.com/schedule-a-checkup/#ChildfreeWealthPodcast #Frugality #DebtFreeJourney #MindfulSpending #ConsciousConsumption #RadicalMiddle #BudgetingTips #FinancialFreedom #FrugalLiving #MoneyMindset #FrugalFriendsPodcast #ChildfreeWealthConnect 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.

Book Your Childfree Wealth Checkup Today! ​​Welcome to Episode 1 of our Financial Planning Series with Andy and Libbi!Get an insider view as Dr. Jay guides Andy and Libbi through their monthly client calls to optimize their financial planning for this childfree couple. 💸In this 1st session, Dr. Jay explores their story—from tying the knot in 2010, battling debt, and now aiming for an early retirement! 💪🏖️ Their vision includes sun-soaked days in the Dominican Republic and a travel lifestyle. ✈️🌎Tying their vision to their current situation is harder than it may appear as Andy’s frugal nature poses a very common mindset hurdle that this couple must address. 💭 With plans to draft a fresh budget for 2025, explore a possible move abroad, and keep refining their goals, Andy and Libbi are on their way to creating a life they love, and the finances to support it! 🗓️🏡✨ 🎧Tune in to discover how they plan to achieve financial freedom and enjoy the journey along the way! 🔑And keep an eye out for Andy and Libbi’s next Session 2 coming soon!Mentioned in this episode: -CW Core Client Offering: https://childfreewealth.com/core-offering/#ChildfreeWealthPodcast #FinancialFreedom #EarlyRetirement #FrugalLiving #TravelLifestyle #BudgetingTips #ChildfreeLiving #FinancialPlanningJourney #DominicanRepublicDreams #LifeAndMoneyConnect 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.

In this episode, Dr. Jay sits down with Dr. Jordan Grumet (Doc G) to explore his shift from full-time medicine to part-time hospice care—and the profound lessons he’s learned about life’s purpose along the way. Drawing from his upcoming book The Purpose Code (releasing January 7, 2025), Doc G breaks down the difference between “big P” purpose—goal-driven and ambitious—and “little P” purpose, which is about enjoying life’s journey.Discover practical strategies to uncover your own purpose, from revisiting childhood joys to conducting life reviews. We also challenge the idea of financial independence as the ultimate life goal and explore why human connection is key to true happiness. Tune in for thought-provoking insights and actionable takeaways to guide you toward a more fulfilling life.Schedule your Childfree Wealth Checkup here: https://childfreewealth.com/schedule-meetingMentioned in this episode:-Purpose Code Book: https://jordangrumet.com/books/ -Orbiting the Giant Hairball: https://www.amazon.com/Orbiting-Giant-Hairball--Corporate-Surviving/dp/0670879835 -Essential Retirement Planning for Solo Agers: https://sarazeffgeber.com/books/ About our Guest: Jordan Grumet, born in Evanston, Illinois in 1973, found the spark to become a doctor after a deeply personal event reshaped his life's trajectory. The unexpected loss of his father, an oncologist, ignited a passion within him to practice medicine and instilled a unique vantage point that later melded seamlessly with his financial expertise. This convergence of roles has spurred him to explore profound notions like wealth, abundance, and financial independence with a thoughtful and critical lens. Completing his studies at the University of Michigan, Jordan earned his medical degree from Northwestern University before embarking on a journey in Internal Medicine in Northbrook, Illinois. Presently, he serves as an associate medical director at Unity Hospice.With expertise in medicine and finance, Jordan launched the Earn & Invest podcast in 2018, earning a Plutus Award in 2019 and nominations in 2020 and 2021. He is the author of Taking Stock (2022) and The Purpose Code (2025), offering insights on financial independence, wealth, and purposeful living. Jordan's journey intertwines medical insight and financial wisdom, resonating deeply with those seeking a balanced, meaningful life.Connect with Doc G on Instagram: @earnaninvest or Facebook: @docgreen .#LifePurpose #FindYourPurpose #HumanConnection #MeaningfulLiving #PurposeOverMoney #ChildfreeLiving #ChildfreeWealth #ThePurposeCode #LifePlanning #PodcastEpisodeConnect 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.

In this thought-provoking episode we dive deep into why life planning should take precedence over financial planning—especially for those who are childfree.Bri and Dr. Jay explore different life planning strategies based on relationship status, stress the importance of open communication between couples, and critique the traditional work-for-retirement mindset. They also introduce the FIRE movement and discuss aligning career aspirations with personal values.Plus, they tackle the often-overlooked topic of legacy planning, urging you to envision the impact you want to leave behind. Action items include:- dreaming big about future goals, - evaluating career alignment, and - defining your personal legacy.Tune in to rethink your priorities and take actionable steps toward a fulfilling life and financial future! 🚀✨Schedule your Childfree Wealth® Checkup here to plan your life first and then finances: https://childfreewealth.com/schedule-a-checkup/ Mentioned in this Episode:-The Childfree Guide to Life and Money Book: https://childfreewealth.com/childfree-guide/ -CW Podcast - I'll make you quit your job: https://youtu.be/ILajS-ZGRC0 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.

2025 is here—are you ready to make it your best year yet? In this episode, Dr. Jay explores how to reflect on the wins and challenges of last year, set goals that fit your unique life, and build habits that actually stick. Whether you’re focused on improving your health, managing your finances, or growing personally, this episode is all about progress over perfection. Learn how to turn your big dreams into realistic, doable steps that lead to lasting change. Let’s make this the year you thrive!Mentioned in this episode:-Atomic Habits Book: https://jamesclear.com/atomic-habits -Childfree Wealth Check-Up: https://childfreewealth.com/schedule-a-checkup/-CW Podcast - Book Club The Gap and The Gain: https://www.youtube.com/watch?v=BXIwh8rtaDc -The Childfree Guide to Life and Money by Dr. Jay Zigmont: https://childfreewealth.com/childfree-guide/-CW Article - Get your paperwork right, now! – Wills, Beneficiaries, Living Wills, POAs and more:  https://childfreewealth.com/resources/get-your-paperwork-right-now-wills-beneficiaries-living-wills-poas-and-more/-Free Will: https://freewill.com/-CW Podcast - Forced Adulting: https://youtu.be/_deRkBA8tBA-CW Podcast - Interview with Bernadette Joy: https://www.youtube.com/watch?v=3CCiVA54AQs-Woman's World Article - Questions for Aging Parents: https://www.womansworld.com/life/money/financial-planning-questions-for-aging-parents-CW Core Offering: https://childfreewealth.com/core-offering/ #NewYearBetterYou #2025Goals #ChildfreeLiving #FinancialPlanning #PersonalGrowth #LifeGoalsConnect 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.

Are you stuck in the 'boring middle' of your financial journey? 🤔 In this last episode of our special series, Dr. Jay unpacks Chapters 21 and 24 of The Childfree Guide to Life and Money. From mastering your money mindset to navigating different financial perspectives in relationships, we explore what really drives success. Plus, discover how to avoid impulsive decisions during the plateau phase and why a financial planner is your secret weapon. 🎧 Tune in now, and don’t forget—pre-order the book for your bonuses: an exclusive Q&A with Dr. Jay and early access to Chapter 1! Simply send your proof of purchases to media@childfreewealth.com to claim all your pre-order bonuses! - 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+tvo+life+and+money#ChildfreeWealth #FinancialFreedom #MoneyMindset #FinancialPlanning #Podcast #ChildfreeCommunityConnect 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.

Are you ready for retirement? 🕰️ In this special episode, we dive into Chapters 22 and 23 of The Childfree Guide to Life and Money to tackle Social Security, healthcare, Medicare, and long-term care.From planning for reduced Social Security benefits to understanding Medicare coverage and skyrocketing healthcare costs, this discussion helps childfree individuals navigate the complexities of retirement planning.🎧 Tune in to learn how to integrate these elements into a cohesive financial strategy and take control of your future!📚 The Childfree Guide to Life and Money is out Dec. 31—pre-order now and send your proof of purchases to media@childfreewealth.com to claim all your pre-order bonuses! - 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+tvo+life+and+money#Childfree #SocialSecurity #Medicare #RetirementPlanning #ChildfreeMoney #PersonalFinance #FinancialIndependence #MoneyTips #FinancialFreedom #HealthcarePlanning #ChildfreeWealth #ChildfreeFinancialPlanning #ChildfreeRetirementPlanning #ChildfreeGuidetoLifeandMoney #DrJayConnect 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.

How does the 4% Rule stack up for the childfree community? 🤔 In this special episode, Dr. Jay dives into Chapter 20 of The Childfree Guide to Life and Money, rethinking traditional financial planning for those without dependents. From adapting the 4% Rule to embracing a new purpose after financial independence (FI), this discussion reshapes the way we think about money post-FI.🎧 Tune in now for actionable insights, listener shoutouts, and a fresh perspective tailored to your childfree life!📚 The Childfree Guide to Life and Money is out Dec. 31—pre-order now! Plus claim your pre-order bonuses: access to an exclusive Q&A with Dr. Jay AND early access to Chapter 1 of “The Childfree Guide to Life and Money”!  Send proof of purchase to media@childfreewealth.com- 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+tvo+life+and+money#Childfree #FinancialIndependence #PersonalFinance #ChildfreeCommunity #FI #FinancialFreedom #ChildfreeMoney #RetirementPlanning #MoneyMindset #4PercentRule #ChildfreeWealth #ChildfreeWealthPodcast #ChildfreeGuidetoLifeandMoneyConnect 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.