Childfree Wealth® – Détails, épisodes et analyse

Détails du podcast

Informations techniques et générales issues du flux RSS du podcast.

Childfree Wealth®

Dr. Jay Zigmont, CFP® & Bri Conn

Business & Entrepreneuriat

Éducation

Société & Culture

Fréquence : 1 épisode/7j. Total Éps: 149

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. Childfree Weatlth Specialist® & 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. For more information and disclosures, visit https://childfreewealth.com

Lire plusRéduire

Site

RSS

Apple

Classements récents

Dernières positions dans les classements Apple Podcasts et Spotify.

Apple Podcasts

🇺🇸 États-Unis - investing
04/04/2025
#99

Spotify

Aucun classement récent disponible

Liens partagés entre épisodes et podcasts

Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.

https://childfreewealth.com/schedule-meeting
152 partages
http://www.childfreewealth.com
150 partages
https://childfreewealth.com/newsletter-signup
150 partages

https://www.instagram.com/childfreewealth
150 partages

Qualité et score du flux RSS

Évaluation technique de la qualité et de la structure du flux RSS.

Qualité du flux RSS

À améliorer

Score global : 69%

Historique des publications

Répartition mensuelle des publications d'épisodes au fil des années.

Year

Derniers épisodes publiés

Liste des épisodes récents, avec titres, durées et descriptions.

Planning Session 3: Job Offers, Global Moves, and Financial Flexibility: Andy & Libbi’s Big Decision, Ep 131

Épisode 131

mercredi 2 avril 2025 • Durée 56:19

Episode 3 of the Financial Planning Series: In this episode, we continue our deep dive into Andy and Libbi’s financial planning journey as they face a life-changing decision: a potential job opportunity in Germany.

Dr. Jay guides them through the financial and lifestyle implications of an international move, exploring key topics like tax considerations, navigating remote work challenges, and adjusting their retirement planning strategy. With a $1.34M net worth, Andy and Libbi discuss staying flexible, managing market stress, and keeping their long-term goals on track—all while considering the adventure and complexities of life abroad.

This behind-the-scenes look at real financial planning offers valuable insights for anyone navigating big life changes.

Mentioned in this episode:
-Childfree Wealth® Core Offering: https://childfreewealth.com/core-offering/

#FinancialPlanningSeries #ChildfreeWealth #GlobalOpportunities #ExpatLife #RetirementPlanning #MarketStress #LifeAbroad #TaxStrategies #RemoteWork #NetWorthGoals #FinancialFlexibility #BigDecisions #ChildfreeCommunity #PodcastEpisode #WealthManagement #ChildfreeWealthPodcast #ChildfreeWealthFinancialPlanning

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.

Lire plusRéduire

Living the Golden Life: Solo Aging Strategies with Dr. Sara Zeff Geber, Ep 130

Épisode 130

mercredi 26 mars 2025 • Durée 38:31

Aging solo doesn’t have to mean going it alone! In this insightful episode, Dr. Jay sits down with Dr. Sara Zeff Geber, author of Essential Retirement Planning for Solo Agers, to discuss the unique challenges and opportunities for individuals without adult children.

From the financial realities of solo aging (think $400,000 to $1 million over a lifetime), to the importance of choosing a trusted person for medical decisions - this episode is packed with practical advice. Dr. Geber shares creative solutions like PACE programs, community living options, and even "Golden Girls"–style arrangements to help you plan for a secure and fulfilling future.

We’ll also explore the risks of elder abuse, the power of early estate planning, and how staying socially connected can make all the difference. Whether you’re in your 40s, 60s, or beyond, it’s never too early (or too late!) to start thinking about your solo aging journey.

Action Items:
✅ Begin estate planning early and review documents regularly.
✅ Explore community living options or PACE programs.
✅ Have open conversations about your aging plan.

Tune in for a conversation that’s both eye-opening and empowering!

Mentioned in the Episode:
-Essential Retirement Planning for Solo Agers Book: https://sarazeffgeber.com/books/
-NewYork Times Article: https://www.nytimes.com/2024/09/21/business/retirement-single-alone-plan.html
-PACE Program: https://www.cms.gov/medicare/medicaid-coordination/about/pace
-Community Care at Home Program: https://www.wesleylife.org/blog/what-is-continuing-care-at-home

Connect with Dr. Geber on LinkedIn here or through her website .About our Guest: Dr. Sara Zeff Geber, PhD, is an author and keynote speaker. Over the past 10 years, Sara has developed a niche specialty talking about the challenges of “Solo Agers,” people who have no children or who are aging alone with no support from nearby family. She believes Solo Agers have unique needs in later life that warrant greater foresight and a more robust approach to planning.Dr. Geber is the author of Essential Retirement Planning for Solo Agers: A Retirement and Aging Roadmap for Single and Childless Adults (Mango Press, 2018)

Andy and Libbi Planning Session 1: From Debt to Dreams & Early Retirement, Ep 121

Épisode 121

mercredi 22 janvier 2025 • Durée 53:34

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 #LifeAndMoney

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

What does a CFP® professional learn? Part 1

Épisode 49

mercredi 8 novembre 2023 • Durée 27:50

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 first course in the CERTIFIED FINANCIAL PLANNING™ series of courses.

While Bri is currently an Investment Advisor Representative, she’s decided to work towards earning the CFP® designation. This process is made up of the “4 E’s”, including education, exam, experience, & ethics. The education component requires one to hold a Bachelor degree & complete specific financial planning coursework from a CFP® Board Registered Program. This episode covers the first course, Introduction to Financial Planning.

Resources:

The CFP® Certification Process

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

Instagram: @childfreewealth

Facebook: @childfreewealth

Life Done Differently with Lisa Jansen

Épisode 48

mercredi 1 novembre 2023 • Durée 28:58

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 Lisa Jansen, author of the book, Life Done Differently.

In 2017, at age 33, Lisa started asking the questions, “Do I want marriage and kids? If not, what else is there?” This led her to quit her job to live and travel in her camper van for four and a half years around New Zealand. Eventually she decided kids aren’t for her & she’s a happy soloist. Now she works as a consultant and writer while continuing to travel & live a life valuing freedom, adventure, and financial security.

Connect with Lisa Jansen at www.lifedonedifferently.com or on Instagram (@lifedonedifferentlynz) & Facebook (Life Done Differently). Order her book, Life Done Differently, on Amazon or Barnes & Noble.

Other Resources:

The Psychology of Money (Book Club)

Épisode 47

mercredi 25 octobre 2023 • Durée 28:58

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 key takeaways from The Psychology of Money by Morgan Housel.

One of the primary takeaways is the hidden indicator of true wealth is freedom and flexibility. Managing your finances isn’t just about the numbers; it’s about what you can do with your money that truly matters. You’ll be reminded that while you won’t always be rational with money, it’s okay to instead focus on being reasonable. As part of this you’ll need to determine when enough is enough & come up with a way to manage your finances that lets you sleep at night.

Listen in as they further discuss these key takeaways & come back next month for a review of Essential Retirement Planning for Solo Agers by Sara Zeff Geber, PhD. If you have a book you’d like reviewed, let us know in the comments or email us at podcast@childfreewealth.com.

Resources:

The Psychology of Money by Morgan Housel https://a.co/d/3joCFt4

I’ll Make You Quit Your Job https://childfreewealth.buzzsprout.com/2002436/13585924

Essential Retirement Planning for Solo Agers by Sara Zeff Geber, PhD https://a.co/d/dlC4JhL

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 , follow Childfree Wealth® on social media, or visit our website !

Unpacking Money Guilt

Épisode 46

mercredi 18 octobre 2023 • Durée 27:51

Dr. Jay kicks off the conversation by discussing his upbringing and the notion of the "rent and ramen" phase, where you just have enough to cover your basic needs. However, even when you've achieved financial success, breaking free from the constant work ethic can be a daunting task. Bri, on the other hand, shares her journey from growing up with financial security to developing money guilt despite her privilege.

Together, they unravel the complex emotions tied to money guilt, from feeling unworthy of enjoying the fruits of your labor to the pressure of repaying the ones who supported you. They also shed light on how societal norms, like the Protestant work ethic, can make it difficult to transition into a more fulfilling life, even after achieving financial success.

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

Instagram: @childfreewealth

Facebook:

Go Global with Sibu

Épisode 45

mercredi 11 octobre 2023 • Durée 35:19

In 2006 at 17 years old, Sibu moved to Guangzhou, China, without speaking a word of Chinese. Since then she’s been traveling the world solo. A self described “global citizen, foodie, and fan of everything the world has to offer,” she helps people learn how to take advantage of free travel & move abroad. No “rich parents, s()g@r d@ddies or hidden boyfriends” required.

Through Instagram, Sibu shares her travels & childfree life. Making the decision to be voluntarily sterilized she discusses what the process looked like & how long it took to complete. In this episode she shares the scrutiny she had to endure & how she knew it was the right step for her.

Resources:

Website: www.thehybridtours.com

Instagram: https://instagram.com/thehybridtours

Other socials: @GoGlobalWithSibu

Website: www.goglobalwithsibu.com

Investment Fees - Do You Know What You're Paying?

Épisode 44

mercredi 4 octobre 2023 • Durée 31:46

They'll leave you wondering if you've been unknowingly paying exorbitant fees for your investments. Bri's passionate reaction to these fees will resonate with anyone who's felt taken advantage of. Dr. Jay breaks down the shocking numbers and reveals the hidden costs that could be eating away at your wealth. Get ready for a reality check on fees and discover how you can take control of your financial future.

Activity: Look up your investment fees by ticker symbol using Morningstar or YahooFinance! List out your total investment along with the following fees if applicable: front load, deferred loan, expense ratio, 12b-1, & management if you have actively managed funds. Multiple your total investment by the fee percentage to get your fee in dollars. Ideally you’d be paying less than 0.2% in fees with the exception of 401k which are actively managed.

Resources:

Ep. 43: Book Club - The Little Book of Common Sense Investing

SEC Alerts - How Fees and Expenses Affect Your Investment Portfolio

The Little Book of Common Sense Investing (Book Club)

Épisode 43

mercredi 27 septembre 2023 • Durée 23:35

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 Little Book of Common Sense Investing by John C. Bogle.

Bogle, the creator of Vanguard revolutionized the investing landscape with the creation of index funds. Using index funds, investors can embrace a simple, low cost way of managing & growing their wealth. Listen as Bri & Dr. Jay breakdown key concepts like asset allocation, fees, & discuss the generational differences of investing using active & passive methods. Dr. Jay even challenges traditional wisdom when it comes to investing for those who plan to die with zero.

Get ready to embrace a simple, effective, & stress-free approach to growing your wealth. Join Bri & Dr. Jay as they give helpful guidance on your journey to financial freedom!

Resources:

Book - The Little Book of Common Sense Investing by John C. Bogle
Book - The Psychology of Money by Morgan Housel
Podcast - Ep. 39: Think and Grow Rich
Podcast - Ep. 34: The Simple Path to Wealth
Podcast - Ep. 30: Die With Zero

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 , follow Childfree Wealth® on social media, or visit our website !

Podcasts Similaires Basées sur le Contenu

Découvrez des podcasts liées à Childfree Wealth®. Explorez des podcasts avec des thèmes, sujets, et formats similaires. Ces similarités sont calculées grâce à des données tangibles, pas d'extrapolations !