Childfree Life by Design

​​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 celebrate 50 episodes, recap FinCon, & discuss meeting in person for the first time.You’ll hear about their experience at FinCon, a conference for financial content creators, & what it was like to meet in person for the first time. They dig deep touching on moments of disagreement, personal growth, and the passion they invest in helping childfree individuals navigate their finances. Listen as they discuss the unique aspects of childfree finances often overlooked in traditional financial planning, challenging the existing narrative.Resources:FinConThis is Not Financial AdviceAbout 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...

​​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 ProcessAbout 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...

​​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:We Are Childfree CommunityChildfree Wealth Podcast Ep. 16: Unlearning the Standard Life Plan with Katy SeppiChildfree Wealth Podcast Ep. 30: Book Club - Die With ZeroA Family of One: The Ascendance of Solo Households White Paper by FidelityThe Sabbatical - A tool to find and recenter yourself.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...

​​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 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...

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 money guilt.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.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...

​​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 talks with Sibu from Go Global with Sibu on Instagram.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.comInstagram: https://instagram.com/thehybridtoursOther socials: @GoGlobalWithSibuWebsite: www.goglobalwithsibu.comAbout 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...

​​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 investment fees.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 InvestingSEC Alerts - How Fees and Expenses Affect Your Investment PortfolioCapital Group American Funds Share Class Pricing DetailsAmerican Funds AMCAP A, AMCPXEdward Jones Account Costs and FeesAbout 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...

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. BogleBook - The Psychology of Money by Morgan Housel Podcast - Ep. 39: Think and Grow RichPodcast - Ep. 34: The Simple Path to WealthPodcast - Ep. 30: Die With ZeroAbout 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...

​​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 quitting your job.Many clients have come to us burnout with their job or simply wanting to make a change. After being in multiple client meetings, Bri started to notice a trend. If someone said they were unhappy with their job, Dr. Jay would tell them to make a change often in the form of quitting their job. After a few conversations, Bri jokingly said Dr. Jay’s new tag line should be “I’ll make you quit your job.” While they don’t recommend quitting your job on a whim, with the right financial plan, it is possible to leave a job you don’t like.Are you needing to make a change? Listen as they discuss things to think about when it comes to changing your career & quitting your job.Resources:Podcast - Ep. 29 Let’s Talk Pride with Ashley MareadyPodcast - Ep. 33 The Gardener & the Rose with Heather & ScottPodcast - Ep. 20 Breaking Free from the 9-5: FIRE vs. FILEArticle - Choosing the FILE Lifestyle - Financial Independence, Live EarlyArticle - The Gardener & the RoseArticle - The SabbaticalWebsite - Make My MoveAbout 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...

​​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 childfree content creator, Tiffany J. Marie about advocating for the childfree community.They discuss the challenges of handling negative comments and judgements in the childfree space, both online and offline. Then they dive into the significance of International Childfree Day and the need for greater recognition and inclusion of the childfree demographic in marketing and everyday life. Tiffany highlights the disconnect between businesses targeting parent content creators while hesitating to work with childfree content creators.Listen to the conversation as they explore how society can become more inclusive of this diverse and growing community.Connect with Tiffany J. Marie here!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...