Building Your Bench | Maddy Roche & Bri Conn, CFP®

Jan 22, 2026

Maddy Roche and Bri Conn discuss the importance of building a strong professional team for those living childfree. They highlight the value of working with certified financial planners who understand the unique needs of childfree individuals. The conversation covers essential roles like medical and financial power of attorney, as well as the benefits of Childfree Trust as a fiduciary solution. They also touch on the need for therapists, personal trainers, and aging care managers to ensure a holistic approach to aging well.

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ADVICE

Hire A Childfree-Savvy CFP®

Find a CFP® who understands childfree financial realities and acts as a fiduciary.
Prioritize CFPs because they have legal duty and training to plan holistically.

ADVICE

Use A Tax Pro, Not Just DIY

Use a CPA or EA for tax filing and nuanced tax decisions you might miss.
Coordinate your CFP® with your tax professional to optimize long-term tax outcomes.

INSIGHT

Estate Roles Need Professional Backup

Estate roles (medical POA, financial POA, executor, trustee) are harder to fill when childfree.
Childfree Trust® offers a professional fiduciary backup that can act in all four roles across states.

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Who's on your bench? When you're building a Childfree life on your own terms, the professionals and teammates you surround yourself with make all the difference in how well you age.

In this episode, Maddy Roche and Bri Conn, CFP®, walk through the essential people you need in your corner, from certified financial planners who understand Childfree planning to aging care managers who can help you navigate long-term care. They tackle why estate planning is more complex when you don't have a next generation to handle decisions, how Childfree Trust® provides a professional fiduciary solution, and why outsourcing the right things frees you to focus on what matters most.

Key Takeaways:

CFP® professionals are fiduciaries legally obligated to act in your best interest, and finding one who understands how being Childfree fundamentally changes your financial picture ensures you get advice that actually fits your goals.
Medical power of attorney, financial power of attorney, executor, and trustee are essential positions that take time to fill, especially when you don't have a next generation to rely on.
Childfree Trust® provides a professional fiduciary solution. Acting in all 50 states as any of the four key estate planning roles, Childfree Trust® can serve as your primary choice or backup option, giving your existing representatives the gift of being able to transfer responsibility if needed.
Whether it's tax preparation, home maintenance, or health management, identifying what you can delegate to professionals frees you to spend time with people and activities you actually care about.
Primary care doctors, aging care managers, personal trainers, and community leaders all play a role in preventing issues before they arise and ensuring you have advocates when you need them.

Episode Hosts:

Maddy Roche - Chief Growth Officer at Childfree Trust® and responsible for all sales & marketing initiatives.

Bri Conn, CFP® - Customer Experience Manager at Childfree Trust® and co-host. Bri understands firsthand that the CFP® curriculum doesn't address Childfree planning.