Childfree Life by Design

🎙️ In today's episode, we dive deep into life as childfree-not-by-choice with Charlie Dice, creator of the Life Beyond Infertility Mentorship Program - a private and group coaching membership and community. She's also the founder and host of the Life Beyond Infertility Podcast. Her mission is to help those struggling to see a way forward rediscover their purpose and passion so they can e...

🎙️ 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,...

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, an...

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 p...

🎙️ 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 asp...

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. Desp...

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 importan...

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 encoura...

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...

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...

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 leav...

In this episode, you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®. Rebekah & Matt,  were originally in the Portraits of Childfree Wealth book & agreed to have their financial planning process recorded and shared. They openly address the mental load of money, the fear of debt, and the often overlooked joy of everyday life. The conversation...

Get ready for a deep dive into personal finance and life purpose as Bri and Dr. Jay take on the timeless book, "Your Money or Your Life!" This lively discussion isn't just about numbers, it's about aligning your time, money, and passion to create an amazing life. Expect thought-provoking insights on consumerism, work-life balance, and the importance of valuing your time and ene...

Childfree Wealth® is growing! With that, we’ve had some recent changes. In this episode, Bri & Dr. Jay discuss the state of the firm & share more information regarding the Childfree Wealth Check-up , the newest way to work together. Connect with Us: Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate...

Do you have head trash holding you back? Those pesky mental hurdles can hold us back from reaching our full potential. With humor and candor, Bri & Dr. Jay explore how our own stories and ingrained beliefs can become roadblocks on the path to success. Dr. Jay kicks off the discussion by likening head trash to unwanted clutter in our minds, obstructing our progress. Together, they dissect the o...

Wondering what a CFP® Professional learns? As Bri completes her CFP® coursework, her & Dr. Jay recap what she’s learned. In this episode they tackle insurance planning and risk management. While insurance may sound dull, they make it engaging by sharing Bri's journey through the course. She admits that it took a lot of discipline to power through as it at times felt neverending. You’ll he...

In this episode, you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®. Rebekah & Matt, were originally in the Portraits of Childfree Wealth book & agreed to have their financial planning process recorded & shared. This is their second meeting in a series of six meetings - stay tuned for the others. Resources: + Rebekah & Matt Planning...

Profit First by Mike Michalowicz tackles a common blindspot in businesses: financial clarity with a focus on making profit a priority from day one. By allocating funds for profit upfront, businesses ensure financial stability and sustainable growth, debunking the myth that profit is a dirty word.   Bri introduces the five foundational accounts recommended by the book: income, profit, owner's...

Join Dr. Jay as he sits down with Laura Carroll, a pioneering figure in the childfree by choice community. Laura, renowned for her insightful books and advocacy, discusses her latest work, "A Special Sisterhood." This book delves into the lives of 100 different women throughout history. In honor of Women's History Month, Laura and Dr. Jay explore the diverse experiences of women thr...

You may have heard of the sandwich generation, but have you heard of the open face sandwich? We use this term when referring to childfree people needing to take care of not only themselves, but their parents. If you’re childfree, it’s often assumed you can handle your parents. Sometimes it can be hard to know what to do. In this episode, Bri & Dr. Jay dive into what it takes to care for parent...

"Hi, I'm Cianna and I'm going to die someday."  With this thought-provoking introduction, Cianna Stewart, founder of Dying Kindness prompts questions from those around her. Today, Bri talks with her as she shares her unique perspective as a caregiver with extensive experience in navigating the complexities of death to the forefront. Drawing from her background working in HIV du...

Join us as we explore the ins and outs of long-term care insurance with our special guest, Jill McNeill, a seasoned expert with over 14 years of experience in the field. In this episode, she takes Dr. Jay through the world of long-term care insurance, breaking down the complexities and providing valuable insights. From standalone policies to hybrid options like life insurance and annuities, Jill g...

Many individuals may delay or avoid estate planning altogether, but Bri and Dr. Jay make a compelling case for why it's essential regardless of parental status. Breaking down the components of estate planning, including wills, power of attorney, and living wills, you’ll hear what each entails and why they're vital for everyone, especially the childfree.  Throughout the episode, they emph...

​​The research on the childfree population is lacking. Drs. Jennifer Watling Neal & Zachary Neal are looking to change that. Working out of Michigan State University they’re the researchers behind one of the most well-known studies on the childfree population to date. Throughout the conversation they dive into the intricacies of terms like "childfree" versus "childless" and...

In this episode, you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®. Rebekah & Matt,  were originally in the Portraits of Childfree Wealth book & agreed to have their financial planning process recorded and shared. Resources: Forced Adulting Unpacking Money Guilt The Family Budgeting Meeting Disclaimer: Rebekah & Matt have agreed to have...