Childfree Life by Design

🎙️ Hey, Childhood Wealth listeners! Today’s episode features Danielle Miura, a long-time friend and expert in caregiving. We dive into the challenges and strategies for planning and managing caregiving, especially for those navigating "No-Baby Step 7: Plan for Mom & Dad”. Danielle’s top tip? Go with the flow and prioritize self-care! 🫶We discuss setting boundaries, creating care plans, and the importance of building a strong support system, both professional and personal. 🏥👥Danielle shares her personal caregiving journey, emphasizing the need for open communication and realistic expectations. We also touch on caregiver fatigue and burnout – recognizing it and coping strategies. 💡 For resources, Danielle recommends her blog with over 150 posts and highlights the value of geriatric care managers and financial professionals who understand caregiving. 📚💻Don’t miss out on this insightful conversation! 🌟#Caregiving #SelfCare #FinancialPlanning #SupportSystem #Burnout #ElderCare #CarePlans #CaregiverResources #FamilySupport #AgingParents #Childfree #Childless #Podcast Connect with Danielle here:+ Website: https://spark-fin.com/+ Instagram: @sparkfinancials+ Facebook: @sparkfinancials+ LinkedIn: @danielle-miura+ X: @DaniellemiulaAbout Childfree Life by Design: Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them. Connect with Us: Ready to design your ideal Childfree life? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com 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/@ChildfreeInsights Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast...

In this episode, we tackle balancing financial goals and preparing for health emergencies. We discuss setting realistic goals, like saving for travel and paying off debt, without being too hard on ourselves. 💸✈️We also cover making contingency plans for unexpected health costs and the importance of having a will or trust. 🏥📜 Tips include designating beneficiaries, managing digital legacies, and ensuring pets are cared for. 🐾Rebekah and Matt share their insights on managing stress and financial responsibilities, emphasizing open communication and shared leadership in budgeting. 📈🛡️Join us to learn valuable strategies for securing your financial future and health preparedness. 🎧✨#Childfree #Childless #Podcast #FinancialPlanning #HealthPreparedness #BudgetingTips #TravelSavings #ContingencyPlans #WillAndTrust #DigitalLegacy #EmergencyFunds #FinancialGoals #StressManagement #PetsAbout Childfree Life by Design: Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them. Connect with Us: Ready to design your ideal Childfree life? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com 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/@ChildfreeInsights Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast...

In this episode of the Childfree Wealth® Podcast, Dr. Jay welcomes a remarkable guest, Jess, who, along with her husband Corey, is a driving force behind The Fioneers. Jess brings an eclectic mix of expertise in lifestyle design, van life, and financial independence. She shares her journey toward financial independence and how she and her partner have designed a life that is as remarkable as the physical destinations they visit. They delve into the balance between money, life, and the unique challenges and opportunities of the childfree lifestyle.Broadcasting from her van in Lake Tahoe, Jess provides insights into the origin of her mantra, making the journey as remarkable as the destination, and the importance of taking significant time off work to recover and form a new mindset. The discussion covers the nuances of workplace dynamics, the need for flexible jobs, and strategies to achieve a win-win scenario in personal and professional life.Jess also discusses her work as a lifestyle design coach, explaining how she helps people identify the elements of their ideal life through a three-stage process. This includes defining the “what”, “why”, and “how” of their goals and conducting beta tests to build confidence and gather information. The episode also touches on the challenges of avoiding burnout, the importance of sharing stories to inspire others, and the ever-changing nature of life and work.Listeners are invited to explore more about Jess and her work through The Fioneers' website, YouTube channel, and her free six-day email course on limiting beliefs. Join us for an inspiring conversation that might just help you design the life you’ve been dreaming of.Tune in and get inspired to start designing the life you want! Connect with The Fioneers here:+ Website+ YouTube  + Facebook+ Instagram About Childfree Life by Design: Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them. Connect with Us: Ready to design your ideal Childfree life? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com 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/@ChildfreeInsights Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast...

🎙️ Hey, Childfree Wealth listeners! In this episode, we're diving into the intriguing world of tax planning 📊. Dr. Jay and Bri talk us through some of the essentials of income tax law fundamentals, income tax calculations, tax characteristics of entities, and more. From understanding gross income to the nuances of capital gains, we've got you covered! 💼 We also explore some unique aspects of tax planning, and discuss strategies that can save you thousands, if not millions, over time 💰. With the Tax Cut and Jobs Act sunsetting in 2025, now is the time to plan smartly! Our experts share valuable insights on passive income, charitable contributions, tax implications of changing circumstances, and much more 🤓. Whether you're managing a small business or planning for long-term financial health, this episode is packed with actionable advice and professional tips. Remember, tax planning isn't just about saving money now but ensuring you're set for the future 🏦. 🔍 Key Takeaways:Income vs. capital gains and their tax implicationsAbove the line deductions and adjusted gross incomeSpecific scenarios like day trading and passive activity incomeImportance of timely and efficient tax planningTune in to get the full scoop and make sure you're making the best decisions for your financial well-being! 📈 #TaxPlanning #CFP #CPA #Accounting #IncomeTax #CapitalGains #TaxDeductions #FinancialPlanning #TaxStrategies #SmallBusiness #PassiveIncome #CharitableGiving #Childfree #Childless #PermanentlyChildless #DINK #DINKs #SINK #SINKs #ChildfreeWealthAbout Childfree Life by Design: Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them. Connect with Us: Ready to design your ideal Childfree life? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com 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/@ChildfreeInsights Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast...

Hey, Childfree Wealth® listeners! We're back with this month's book club, diving into "Happy Money: The Science of Happier Spending" by Elizabeth Dunn and Michael Norton. If you enjoyed "Die with Zero," you're in for a treat with this one too. Join us as Bri and I discuss our thoughts on the book. Bri found it enjoyable but wished for more scientific depth. Despite its brevity—it's less than a 4-hour audiobook—it serves as a great high-level overview of happier spending.We explore the five main principles from the book, sharing personal stories about vacations and the joy of planning versus the actual experience. Whether you're someone who meticulously plans trips or prefers to wing it, there's something for everyone.We also delve into the balance between spending on material goods versus experiences and how that impacts happiness. Bri and I share our takes on this, discussing everything from buying cars to planning large gatherings.As a bonus, we offer some summer reading recommendations. Bri suggests murder mysteries, while I'm currently into post-apocalyptic zombie tales.Finally, a quick update on our podcast schedule and a shameless plug for my upcoming book tour. If you're interested in childfree life and money, stay tuned for more exciting content in the fall!Don't miss this episode packed with practical tips.#HappyMoney #ChildfreeWealth #FinancialFreedom #SummerReading 📚Resources:+ Happy Money: The Science of Happier Spending About Childfree Life by Design: Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them. Connect with Us: Ready to design your ideal Childfree life? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com 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/@ChildfreeInsights Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast...

In this candid conversation, Dr. Jay talks with Maria Hill about the often misunderstood world of childlessness not by choice. They take a deep dive into the complexities of this and the unique financial considerations it presents. Maria shares her journey from a traditional conservative background to a life of self-discovery, empowerment, and joy as a childless woman.They’ll explore the importance of crafting a new life script that is not defined by societal norms while also touching on the grieving process, the importance of being heard, and the power of community. Listen in as they envision the future for the childless community and discuss the possibility of creating a stronger collective voice.This episode is a must-listen for anyone seeking understanding, acceptance, and inspiration in a childless life.Connect with Maria here:+ Sensitive Evolution+ Magic of Joy+ Instagram (@magicofjoy)+ Facebook+ LinkedInAbout Childfree Life by Design: Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them. Connect with Us: Ready to design your ideal Childfree life? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com 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/@ChildfreeInsights Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast...

This episode is a recording from Dr. Jay’s latest talk at the Childless Collective Summit in April. In his talk, he discusses his experiences at financial conferences and his work with both childfree individuals and financial professionals, while sharing an engaging narrative on how being childfree impacts one's life and finances.You’ll hear him challenge the standard life script and encourage listeners to envision their ideal life and work towards it. The conversation also delves into the importance of simplifying finances and aligning financial goals with personal values. With fascinating insights on retirement strategies, estate planning, and long-term care for the childfree, this episode is a must-listen for anyone navigating their financial journey without kids. Don't miss out on this talk challenging the norms and providing a fresh perspective on managing finances as a childfree individual!About Childfree Life by Design: Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them. Connect with Us: Ready to design your ideal Childfree life? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com 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/@ChildfreeInsights Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast...

Ed Coambs is a former firefighter, now CFP® Professional & family financial therapist. In this episode, Jay and Ed delve into the intricate intersection of love, money, and psychology.You’ll hear them explore the dynamics of couples' finances, the importance of understanding past experiences and attachment styles, and the key role these play in shaping our financial behaviors. Discussing the blurred lines between financial therapy, coaching, and planning, you’ll also  hear insightful tips on navigating control issues within relationships.Ed stresses the value of psychoeducation, empathy, and shared meaning in building financial intimacy. Addressing the challenges faced by childfree couples and entrepreneurs, they highlight the necessity of communication and understanding each other's narratives. From tackling 'fantastical thinking' to creating a healthy 'control paradigm', this episode is a deep dive into the fascinating world of financial psychology. Tune in to hear two experts nerd out about money and relationships! Connect with Ed:+ Healthy Love & Money Website+ Healthy Love & Money Podcast+ Facebook+ Instagram+ LinkedInAbout Childfree Life by Design: Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them. Connect with Us: Ready to design your ideal Childfree life? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com 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/@ChildfreeInsights Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast...

In this conversation, Bri & Dr. Jay review her third CERTIFIED FINANCIAL PLANNER™ course focused on investments. As part of her professional journey, Bri undertakes these courses to enhance her understanding and skills in various areas of financial planning. The investment planning course is a crucial component of the CFP® Professional curriculum, designed to equip financial planners with the knowledge and skills to make informed investment recommendations to their clients. Through candid discussion, Bri shares insights and learnings from the course, covering a wide range of topics from fixed income and equities to pooled investments and derivatives. She also talks about investment risks, valuation of bonds and stocks, portfolio management, investing strategies, and the importance of tax-efficient investing while emphasizing the concept of simple, long-term passive investing.Resources:What does a CFP® Professional learn? Pt. 1 IntroductionWhat does a CFP® Professional learn? Pt. 2 InsuranceAbout Childfree Life by Design: Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them. Connect with Us: Ready to design your ideal Childfree life? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com 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/@ChildfreeInsights Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast...

In this intriguing episode, Bri dives deep into the topic of legacy with guest, CaTyra Polland!As a poet, keynote speaker, and author of her new book, Legacy Beyond Offspring, she’s focused on shattering conventional norms by exploring the concept of legacy beyond parenthood. From her own experience to insights from a focus group of childfree individuals, CaTyra discusses the myriad ways to leave a lasting impact without having children.Beyond that, CaTyra shares her experiences as an author and editor, providing valuable advice to aspiring writers. This episode is a must-listen for anyone curious about creating a meaningful legacy beyond traditional norms. Tune in to be inspired and empowered! Pre-order your book, Legacy Beyond Offspring, here!Connect with CaTyra:+ Instagram @catyrapolland + LinkedInAbout Childfree Life by Design: Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them. Connect with Us: Ready to design your ideal Childfree life? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com 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/@ChildfreeInsights Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast...