Childfree Life by Design

In Part 7 of our special series,  Dr. Jay continues his deep dive into the groundbreaking book The Childfree Guide to Life and Money , as he moves into Part Two of the book: Getting Your Finances in Order and the innovative framework of the '8 No Baby Steps.' Join Dr. Jay as he compares these essential steps to the well-known financial advice of Dave Ramsey, highlighting the unique need...

In this next episode from our special series based on The Childfree Guide to Life and Money by Dr. Jay, we focus on one of the most crucial steps to financial health—getting out of debt.  Debt is a common challenge, but this episode breaks down two powerful strategies to eliminate it: the snowball method, which focuses on paying off smaller debts first, and the avalanche method, which tackles high...

In part 5 of this must-hear Financial Planning Series, CFP® Dr. Jay helps Shannon and Mike tackle the big decisions ahead. With a paid-off mortgage behind them, Shannon’s new job and Mike’s retirement planning take center stage as they discuss strategic changes to their contributions.  But financial planning isn't just about numbers—Dr. Jay guides Shannon and Mike in the complex and delicate...

In this special episode of The Childfree Wealth Podcast , Dr. Jay dives into a deeply personal and often overlooked aspect of financial planning— legacy for childfree individuals. As part of our series exploring key chapters from Dr. Jay’s highly anticipated book, The Childfree Guide to Life and Money , this episode goes beyond financial assets to challenge listeners to rethink what legacy truly m...

In the next episode of The Childfree Wealth Podcast we’re back to Dr. Jay’s Financial Planning and Life Coaching series with Shannon and Mike!  In session 4, CFP® Dr. Jay talks with Shannon and Mike about their major financial milestone—paying off their home. 🏡💸 But what’s next for this couple? Dr. Jay helps them explore how to allocate their financial freedom. Together, they discuss Shannon’s n...

In this special episode, the focus shifts to Chapter 3 of the Childfree Guide to Life and Money , where Dr. Jay explores the unique financial and life challenges faced by soloists—those living without children or partners.  From the freedom to make your own decisions to the struggles of facing the 'single tax' and higher lifetime costs, this episode sheds light on the often-overlooked fi...

Join Dr. Jay in this enlightening episode of our special series as we dive into Dr. Jay's upcoming book "The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing". In this episode he shifts modes from effective financial planning for soloist to couples! Explore three powerful strategies—fully combined, completely separate, and the inn...

In this next installment of our special series, Dr. Jay shifts from planning as a soloist or a couple, into the essentials of financial planning as a group! Join Dr. Jay, and explore three effective strategies for group financial planning: adopting a uniform financial plan, managing finances individually, or creating a hybrid approach that works for everyone involved. Dr. Jay also highlights the c...

In this episode, Dr. Jay and Bri dive into the critical importance of financial awareness within relationships and families. 💬 Whether you're managing shared accounts or keeping track of personal finances, being informed is key to avoiding the dangers of financial infidelity—where one partner is left in the dark. They break down how to create an “In Case I Die” file and the power of tools li...

In this second episode of our special series, Dr. Jay continues the deep dive into Chapter 2 of the Childfree Guide to Life and Money 📚. Discover how childfree individuals can break away from the traditional life script and design a life that aligns with their own values. From societal pressures to personal fulfillment, this episode is all about creating a path that works for you .  Tune in for a...

In this third installment of our 6-part series, Dr. Jay dives deep into estate planning with Shannon & Mike as they prepare for their future and the well-being of their loved ones—including their dog, Summit! 🐶💼  With seven nieces and nephews to consider, they explore how to split their estate evenly, designate medical and financial power of attorneys, and ensure their parents’ wills are in...

🎙️ Welcome to the first episode of our exclusive series leading up to the highly anticipated launch of The Childfree Guide to Life and Money on December 31st! Each week, Dr. Jay will dive deep into a new chapter, kicking off today with Chapter 1, "Are We Weird?" —a thought-provoking look at breaking free from societal expectations 📚. Discover why choosing a childfree life isn’t just dif...

🎙️ In this episode, Bri and Dr. Jay cover everything you need to know to wrap up the year on a strong financial note! 💡 Get expert insights on essential year-end tasks, from tax planning and harvesting unrealized losses 📉 to understanding capital gains taxes and Required Minimum Distributions (RMDs), especially for inherited IRAs. 🔍 Bri and Dr. Jay share actionable tips on managing Roth IRA con...

Ever wonder what financial planning really looks like for the childfree? Get a front-row seat as Dr. Jay helps Shannon and Mike tackle some huge money moves! 🏡💼  In this second installment of our 6-part series, Dr. Jay dives deep with Shannon and Mike as they talk goals - paying off their mortgage by May🏡  and boosting their travel budget ✈️.  Dr. Jay advises Shannon and Mike to spend more, giv...

🎙️ In this eye-opening episode, Bri and Dr. Jay dive deep into everything you need to know for the upcoming open enrollment period! 🌟 From reviewing your insurance options to making sure you're maximizing your benefits, they’ve got you covered. Don’t miss key discussions and what you need to know about: ✅ Long-term disability & care insurance 📋 ✅ Life insurance for child-free individu...

Get an exclusive look at financial planning with Childfree Wealth®! In this 6-part series, Dr. Jay sits down with Shannon & Mike to align their life plans with their financial goals - this is a conversation you won't want to miss! 🌍✈️ They explore how early retirement could be for this couple, tackle the “childfree midlife crisis,” and discuss a possible job change. 🤔💼 Dr. Jay asked bo...

🎙️ Dive into the essential world of estate planning with our latest episode, "What does a CFP® Professional learn? Pt. 6 Estate Planning”.  🎧 Bri and Dr. Jay finish their conversation around the CFP® process and learnings with the fundamentals on Estate Planning—asset disposition, ownership types, gifting rules, and the gross estate. 🏠 They help unravel the complexities of estate tax calcul...

🎙️ Join us for a momentous 100th episode of the Childfree Wealth Podcast ! We're marking this milestone with an in-depth exploration of life planning, financial strategies, and the distinctive paths of childfree individuals. 🌍 In this special episode, Bri and Dr. Jay break down the eight ‘No Baby Steps' —a set of innovative financial strategies tailored for those pursuing childfree live...

🎙️In honor of nearing our 100th episode, we're revisiting one of the unforgettable moments of the Childfree Wealth Podcast: Dr. Jay Zigmont, CFP® ‘s conversation with Doc G which originally aired on the Earn and Invest Podcast. Join the conversation as Dr. Jay and Doc G delve into the complexities of embracing a childfree lifestyle. 🌟 The episode explores the shifting demographics of childfr...

🎙️In this engaging episode of our podcast, Rebekah and Matt dive into their final session with Dr. Jay Zigmont, CFP®, focusing on their next steps and the crucial elements of financial planning and estate management for adult children with aging parents. Dr. Jay guides Rebekah and Matt through important future considerations, including planning for their aging parents' financial needs and pot...

🎙️In this episode, we revisit Dr. Jay Zigmont, CFP®’s guest appearance on The DINKY Podcast.  Join Dr. Jay and the dynamic duo from the Dinky pod, Erika and Kristen, in a hilariously unhinged episode that discusses financial strategies for child-free couples. If you're childfree and craving laughter mixed with financial wisdom, this conversation is a must.💡 Discover tailored financial strate...

🎙️ In this special episode of the podcast, host Bri celebrates International Childfree Day with an insightful conversation featuring distinguished guests Dr. Jay, Nandita Bajaj, Christine Erickson, and Angela Harris. Together, they explore the multifaceted experience of living childfree, examining its implications on legacy, minimalism, policy changes, and empowerment within the community. Join us...

🎙️ In this episode, we delve into the Pew Research Study on Adults Without Children. Rachel Minkin from Pew Research Center shares insights on why a significant percentage of adults under 50 are unlikely to have children, and why many adults over 50 never had children. We explore the top reasons for not having children, and highlight the financial impact and social dynamics experienced by childles...

🎙️ Welcome to our latest episode covering what a CFP® Professional learns, this time we're focusing on retirement strategies! 🏦 We cover the essentials of 401(k)s, IRAs, and saving for retirement. 📊 We also discuss investment considerations such as time horizon, risk tolerance, and how to match them with your retirement plan. 📈 Learn about distribution rules, tax implications, and options...

🎙️ Welcome to our latest episode! 🎲 Today, we dive into the exciting world of "Donuts and Dragons," an innovative concept combining delicious treats with thrilling D&D sessions. 🍩🐉 Rebecca and Matt discuss their journey from idea to execution, sharing insights on life planning, balancing creativity and practicality, and the importance of just starting. Rebecca and Matt also explor...