In this thought-provoking episode we dive deep into why life planning should take precedence over financial planning—especially for those who are childfree.

Bri and Dr. Jay explore different life planning strategies based on relationship status, stress the importance of open communication between couples, and critique the traditional work-for-retirement mindset. They also introduce the FIRE movement and discuss aligning career aspirations with personal values.
Plus, they tackle the often-overlooked topic of legacy planning, urging you to envision the impact you want to leave behind.

Action items include:
- dreaming big about future goals,
- evaluating career alignment, and
- defining your personal legacy.

Tune in to rethink your priorities and take actionable steps toward a fulfilling life and financial future! 🚀✨

Mentioned in this Episode:
-The Childfree Guide to Life and Money Book: https://childfreewealth.com/childfree-guide/
-CW Podcast - I'll make you quit your job: https://youtu.be/ILajS-ZGRC0

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.

2025 is here—are you ready to make it your best year yet?

In this episode, Dr. Jay explores how to reflect on the wins and challenges of last year, set goals that fit your unique life, and build habits that actually stick. Whether you’re focused on improving your health, managing your finances, or growing personally, this episode is all about progress over perfection. Learn how to turn your big dreams into realistic, doable steps that lead to lasting change.

Let’s make this the year you thrive!

Mentioned in this episode:
-Atomic Habits Book: https://jamesclear.com/atomic-habits
-Childfree Wealth Check-Up: https://childfreewealth.com/schedule-a-checkup/
-CW Podcast - Book Club The Gap and The Gain: https://www.youtube.com/watch?v=BXIwh8rtaDc
-The Childfree Guide to Life and Money by Dr. Jay Zigmont: https://childfreewealth.com/childfree-guide/
-CW Article - Get your paperwork right, now! – Wills, Beneficiaries, Living Wills, POAs and more: https://childfreewealth.com/resources/get-your-paperwork-right-now-wills-beneficiaries-living-wills-poas-and-more/
-Free Will: https://freewill.com/
-CW Podcast - Forced Adulting: https://youtu.be/_deRkBA8tBA
-CW Podcast - Interview with Bernadette Joy: https://www.youtube.com/watch?v=3CCiVA54AQs
-Woman's World Article - Questions for Aging Parents: https://www.womansworld.com/life/money/financial-planning-questions-for-aging-parents
-CW Core Offering: https://childfreewealth.com/core-offering/

#NewYearBetterYou #2025Goals #ChildfreeLiving #FinancialPlanning #PersonalGrowth #LifeGoals

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.

Are you stuck in the 'boring middle' of your financial journey? 🤔

In this last episode of our special series, Dr. Jay unpacks Chapters 21 and 24 of The Childfree Guide to Life and Money.

From mastering your money mindset to navigating different financial perspectives in relationships, we explore what really drives success. Plus, discover how to avoid impulsive decisions during the plateau phase and why a financial planner is your secret weapon.

🎧 Tune in now, and don’t forget—pre-order the book for your bonuses: an exclusive Q&A with Dr. Jay and early access to Chapter 1!

Simply send your proof of purchases to media@childfreewealth.com to claim all your pre-order bonuses!

- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+tvo+life+and+money

#ChildfreeWealth #FinancialFreedom #MoneyMindset #FinancialPlanning #Podcast #ChildfreeCommunity

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.