Childfree Wealth® Podcast Por Dr. Jay Zigmont CFP® & Bri Conn arte de portada

Childfree Wealth®

Childfree Wealth®

De: Dr. Jay Zigmont CFP® & Bri Conn
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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, CFP®, & Dr. Jay Zigmont, CFP®, 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

© 2025 Childfree Wealth®
Ciencias Sociales Economía Finanzas Personales
Episodios
  • Who's Looking Out for You? Elder Abuse, End-of-Life Planning, and Protecting Your Future, Ep. 139
    May 21 2025

    Elder abuse is more common than you think. And if you’re Childfree or aging solo, you might be more vulnerable to it unless you have a plan in place.

    In this episode, Dr. Jay and Bri talk through the financial and emotional realities of elder abuse, how it shows up in real life, and what it means to protect yourself or your loved ones as you age. From hidden family manipulation to legal safeguards and community building, they walk through how to advocate for others and how to make sure someone’s got your back when it’s your turn.

    We'll cover:

    • (00:00) Understanding Elder Abuse and Its Impact
    • (02:02) Financial Abuse: Protecting Elders from Exploitation
    • (12:03) Navigating Elder Care: The Role of Community and Support
    • (15:47) Planning for the Future: Child-Free Legacy and Support Systems

    Mentioned in this Episode:

    • From executor services to medical and financial power of attorney; we help you secure your future with confidence. Join the Childfree Trust Waitlist: https://childfreelegacy.com
    • Schedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/
    • Signup for the Childfree Wealth Newsletter: https://bit.ly/cwnewsletter2
    • Essential Retirement Planning for Solo Agers by Dr. Sara Zeff Geber
    • DOROT (New York based nonprofit for older adults): https://www.dorotusa.org

    Want more insights like this? Sign up for our newsletter HERE and get advice tailored to your 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.

    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.

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    32 m
  • Who Handles It All When You're Gone? Death, Legacy, and Planning for a Solo Life with Marni Blank, Ep. 138
    May 14 2025

    Let’s be real. Death isn’t optional. But having a plan? That part is up to you.

    In this episode, Dr. Jay sits down with Marni Blank, end-of-life doula and founder of Begin with the End, to unpack what it really means to prepare for death and aging when you’re Childfree or solo. From digital logins and legal paperwork to caregiving and community, they cover the practical and emotional tools you need to manage the end of life on your terms.

    Marni shares her personal story of navigating her mother's care after a sudden accident and how that experience shaped her approach to planning, grief, and legacy. Whether you have a complicated family dynamic or no next of kin at all, this conversation will help you build a thoughtful plan that aligns with your values.

    We'll cover:

    • Building an end-of-life plan when you're solo or Childfree (15:17)
    • What paperwork matters (and how to actually complete it) - (10:59)
    • Talking to aging parents about death, care, and future decisions (04:08)
    • Creating a support system when there’s no next of kin (17:26)
    • Understanding long-term care costs and why Medicare often falls short (23:27)

    Mentioned in this Episode:

    • Begin with the End: https://beginwiththeend.co
    • Reach out to Marni: marni@beginwiththeend.com
    • Plan Well Organizer Workbook: https://beginwiththeend.kit.com/products/plan-well-workbook
    • Join the Childfree Trust Waitlist: https://childfreelegacy.com
    • Schedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/
    • Signup for the Childfree Wealth Newsletter: https://bit.ly/cwnewsletter2

    Want more insights like this? Sign up for our newsletter HERE and get advice tailored to your life.

    #ChildfreeWealth #SoloAging #EndOfLifePlanning #LegacyPlanning #EstatePlanning #ChildfreeLife #DigitalAfterlife #PlanWithPurpose

    About Marni Blank:

    Marni Blank is the founder of Begin With The End. Her services are curated to empower individuals and families to prepare for logistical and emotional aspects of death, dying, and grief. This can include accountability in completing end-of-life decisions and documents, facilitating family conversations, getting your important documents and digital life organized, and legacy

    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.

    Más Menos
    31 m
  • Planning for Parents: What Happens When You Inherit the Responsibility, Ep 137
    May 7 2025

    Having parents with money doesn’t mean planning is easier—just different.

    In this episode, Dr. Jay and Bri explore what it really means to be the childfree adult expected to step in when your wealthy parents age, pass, or hand over the keys to the family empire. From complex trust structures to inherited businesses, sibling conflict, and the emotional toll of taking over someone else’s legacy, they cover it all.

    We'll cover:
    - What documents and conversations you must have with wealthy parents
    - Why financial planning should include both parties—parents AND you
    - When to bring in professionals (hint: now)
    - How to avoid family feuds before they start

    Whether you’re dealing with land, crypto, or cold wallet passwords, this episode will help you plan smarter and sleep easier.

    Mentioned in this Episode:
    - Schedule your Childfree Wealth® Checkup https://childfreewealth.com/schedule-a-checkup/
    - Interested in a Parent Checkup? Email us at media@childfreewealth.com for more info!
    - Sign-up for our Weekly Newsletter: https://bit.ly/cwnewsletter2

    #ChildfreeWealthPodcast #ChildfreeWealth #EstatePlanning #Inheritance #WealthPlanning #ChildfreeLife #FinancialPlanning

    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.

    Más Menos
    34 m
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