How should couples manage money when marriage isn’t a given and independence still matters?

In this episode, Dr. Jay and Bri break down what it really means to combine (or not combine) finances as a couple, especially when you’re Childfree. Whether you’re all in on joint accounts or prefer a roommate-style setup, they cover the legal, emotional, and financial conversations that actually make it work. From disability and debt to fruit dresses and prenups, this episode tackles the nuances of doing life and money together, your way.

We'll cover:

• (00:00) Navigating Finances as a Couple
• (02:49) Understanding Marriage and Finances
• (06:05) The Importance of Financial Planning Together
• (09:09) Exploring Different Financial Structures
• (11:57) Weekly Financial Check-ins
• (14:45) Managing Separate Finances
• (17:54) Creating Joint Goals and Agreements
• (20:54) Finding Fairness in Contributions
• (24:06) The Role of Documentation in Financial Planning
• (27:13) Final Thoughts on Financial Structures

Mentioned in this Episode:

• Join the Childfree Trust Waitlist: https://childfreelegacy.com
• Schedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/

Want more insights like this? Sign up for our newsletter HERE and get advice tailored to your life.

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.

Like the show? Leave us a rating & review!

If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.

Instagram: @childfreewealth

Facebook: @childfreewealth

LinkedIn: @childfree-wealth

YouTube: @ChildfreeWealthPodcast

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

You hear from Bri and Dr. Jay all the time. But who else is behind the scenes helping make Childfree Wealth® what it is?

In this episode, we’re pulling back the curtain and introducing you to Fiona Waller, CFP® and Scott Barnes, CFP® and CLTC — two of our incredible Childfree Wealth Specialists®. You'll hear how Fiona moved from a career in therapy to financial planning (and why her counseling skills still come in handy every day), and how Scott’s decades of experience in the financial world led him here, to a team that puts life before spreadsheets.

Together, they share what it means to serve the Childfree community with empathy, curiosity, and a bit of nerdy joy. From redefining what legacy looks like to finding the right time to switch financial planners, this episode is equal parts heartfelt and practical.

If you’ve ever wondered who’s in your corner, you’ll want to tune in.

We’ll cover:

• [0:00] Introducing Fiona and Scott, and their unique journeys to Childfree Wealth®
• [2:40] How financial planning changes when you're Childfree
• [5:40] Signs it’s time to change your financial planner
• [08:30] Rapid fire questions with the CW team
• [12:20] The surprising overlap between therapy, coaching, and financial planning
• [20:55] What are Scott and Fiona’s hobbies?
• [27:30] What are your most impactful client stories?
• [32:40] Who are the best clients for you to work with?
• [38:30] How to schedule your checkup and choose the right planner for you

Mentioned in this episode:

• Schedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/
• Learn more about our team: https://childfreewealth.com/about/

#ChildfreeWealth #ChildfreeFinancialPlanning #MeetTheTeam #PersonalFinance #FinancialPlanningThatFits

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.

Like the show? Leave us a rating & review!

If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.

Instagram: @childfreewealth

Facebook: @childfreewealth

LinkedIn: @childfree-wealth

YouTube: @ChildfreeWealthPodcast

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

In this episode, Dr. Jay talks with Drs. Barry Jacobs and Julia Mayer — co-authors of The AARP Caregiver Answer Book — about what it really takes to be a caregiver, why setting boundaries matters, and how to make caregiving more manageable for everyone involved. Together, they share real-life stories, cultural tensions, and practical strategies for planning ahead and staying sane.

We'll cover:

• [02:11] Recognizing when caregiving becomes your responsibility
• [06:26] How to start the conversation before a crisis hits
• [09:54] Setting boundaries based on your capacity, not just expectation
• [17:06] What dementia caregiving looks like in real life
• [20:04] How burnout sneaks up and what you can do about it
• [23:10] What needs to change in our system to actually support caregivers

Mentioned in this episode:

• The AARP Caregiver Answer Book: https://www.guilford.com/books/The-AARP-Caregiver-Answer-Book/Jacobs-Mayer/9781462549498
• Schedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/

Want more insights like this? Sign up for our newsletter HERE and get advice tailored to your life.

About Drs. Julia Mayer and Barry Jacobs:

Barry J. Jacobs, PsyD, is a clinical psychologist, family therapist, and a Principal at Health Management Associates, a national health care consulting firm. A former magazine journalist, he authored The Emotional Survival Guide for Caregivers (Guilford, 2006) and coauthored with his wife, Julia L. Mayer, PsyD, AARP Meditations for Caregivers (Hachette, 2016), AARP Love and Meaning After 50 (Hachette, 2020), and The AARP Caregiver Answer Book (Guilford, 2025).

Julia L. Mayer, PsyD, is a clinical psychologist in private practice in Media, Pennsylvania. For over three decades, she has specialized in helping women in caregiving roles, troubled marriages, and those with past sexual trauma. She is the author of A Fleeting State of Mind (2014) and coauthor of AARP Meditations for Caregivers and AARP Love and Meaning After 50. A past president of PSCP—The Psychology Network, she is the cohost on Shrinks on Third 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.

Like the show? Leave us a rating & review!

If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.

Instagram: @childfreewealth

Facebook: @childfreewealth

LinkedIn: @childfree-wealth

YouTube: @ChildfreeWealthPodcast

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.