Childfree Wealth Podcast

Childfree Wealth means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn & Dr. Jay Zigmont, CERTIFIED FINANCIAL PLANNER™, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless.

DISCLOSURE: This podcast is for educational and entertainment purposes. Please consult your advisors before implementing any ideas heard on this podcast.

Popular Episodes

Not sure where to start? Check out some of our most popular episodes below!

Ep. 30: Book Club - Die With Zero

Bri & Dr. Jay discuss Die With Zero by Bill Perkins providing a great concept on balancing time, money, & health.

Ep. 16: Unlearning the Standard Life Plan

Dr. Jay talks with Katy Seppi, founder of the Childless Collective, on the societal pressure to follow the standard life plan.

Ep. 42: I'll Make You Quit Your Job

Many clients have come to us burnout with their job or simply wanting to make a change causing Dr. Jay to tell them to quit their job.

Ep. 24: Planning for Long Term Care

Learn when to start thinking about long term care, what do do, the different options available, & the cost of long term care.

Investing Series

Learn more about investing in this five part series.

Ep. 31: Investing 101

You’ll learn the number one rule of investing and some things to watch out for.





Ep. 32: Invest in What You Understand

Whenever it comes to investing, you should always understand what you’re investing in.




Ep. 37: Where to Invest

With a variety of accounts available, it’s important to understand the different types of accounts, the tax implications, & when you can access your money. 

Ep. 38: How Investing Impacts Your Financial Plan

Knowing the implications of the investments you make can help you save on taxes, headaches, & fees.


Ep. 40: Impact Investing - ESGs Explained

ESGs investing, short for Environmental, Social, Governance, is based on the concept of avoiding companies that include oil, weapons manufacturing, & child labor.
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Client Meetings

Wonder what it's like being in a real financial planning meeting? Anna (from We're Not Kidding) and her husband, Grant agreed to have their financial planning process recorded and shared. Get a rare look behind the scenes of what it is like to work with a CFP® professional.

Session 1: Introductions & Goal Setting

In this introductory meeting, Dr. Jay’s goal is to get to know Anna & Grant and understand what matters to them.

Session 2: Goal Setting & Budget Prep

The meeting starts with a review of their financial assessment and then dives into goals & reviewing the Money Management Budgeting system.

Session 3: Goal Setting & Budget Check-In

This session dives deeper into Anna & Grant's goals and work on refining their budget. The first month of budgeting is always a challenge & they started over a holiday.

Session 4: Benefits & Budget Check In

Dr. Jay works with Anna & Grant addressing open enrollment, health care benefits, & budgeting.

Session 5: Insurance & Budget Check In

Dig deeper into insurance, including Anna & Grant's experience trying to purchase disability insurance. You'll also hear them check in on their budget.

Session 6: Business Planning

Anna is a Childfree Life Coach who works with women struggling to make the decision on whether or not they want to be childfree. Listen as they create a plan.