In this second episode of our Financial Planning Series, Dr. Jay takes you behind the scenes of his work, guiding Andy and Libby on their journey to early retirement. Together, they explore life in the Dominican Republic, refine their investment strategy, and tackle real-world challenges like maximizing 401(k) contributions, boosting international portfolio exposure, and managing healthcare costs abroad.

Dr. Jay shares practical insights on balancing lifestyle aspirations with smart tax strategies and long-term goals. It’s a candid look at the financial planning process and how tailored advice can turn dreams into achievable plans.

Ready to work with us like Andy and Libbi? Sign-up here: https://childfreewealth.com/core-offering/
Just need an overview of what you currently have? Schedule your Childfree Wealth Checkup here: https://childfreewealth.com/schedule-a-checkup/

#ChildfreeWealth #FinancialPlanning #EarlyRetirement #InvestmentStrategy #DieWithZero #LifestyleGoals #TaxPlanning #HealthcareAbroad #RetireAbroad #DominicanRepublicDreams #FinancialIndependence #ChildfreeWealthPodcast

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 [email protected], 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.

How much of your financial behavior is shaped by your past? 🤔 In this episode, financial planner and trauma money specialist Shannah Game joins us to explore the deep connection between emotions, psychology, and financial decision-making.

We discuss how childhood experiences, societal norms, and personal beliefs shape our money habits—often without us realizing it. Shannah shares powerful exercises, like the financial forgiveness practice and financial timeline visualization, to help you rewrite your money story.

Plus, we dive into unique financial challenges for childfree individuals, how to build a money hero story that aligns with your values, and why thoughts drive financial actions more than we think. Get ready for an eye-opening conversation that blends practical strategies with deep financial self-reflection!

#ChildfreeWealthPodcast #MoneyMindset #FinancialHealing #TraumaMoney #UnravelYourMoney #FinancialFreedom #MoneyStories #EmotionalFinance

📘 Unraveling Your Relationship with Money – Shannah Game’s book: www.everyonestalkinmoney.com/book

Connect with Shannah on Instagram: @shannahgame

About our Guest: Shannah Game is a renowned financial expert, Certified Financial Planner™, and Certified Trauma of Money Specialist who’s passionate about helping people heal their relationship with money and build unapologetic wealth. As the host of the Everyone’s Talkin’ Money podcast, with over 26 million downloads, and author of Unraveling Your Relationship with Money: Ditch Your Money Trauma So You Can Live an Abundant Life, Shannah combines her expertise with real talk to help you ditch money shame, rewrite your money story, and finally feel in control of your finances. When she’s not talking about money, you can find her hiking the Blue Ridge Mountains or baking the best cupcakes in Asheville.

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 [email protected], 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.

Have you ever wondered why you think about money the way you do? 🌱 In this episode, Bri and Dr. Jay dive into the powerful (and often hidden) ways our upbringing shapes our financial mindsets.

Bri opens up about growing up with a religious lens on money, while Dr. Jay reflects on a family focus on personal excellence. Together, they explore privilege, financial guilt, and the responsibility that comes with financial advantages.

But here’s the kicker: Negative money mindsets can hold us back—so how do we confront and change them? Bri and Dr. Jay share actionable steps, including exploring tools like financial therapy, to help you reflect, grow, and build a healthier relationship with money.

Ready to rewrite your financial story? Let’s get started. 🎧

Your first step for your finances? Schedule your Childfree Wealth® Checkup here: https://childfreewealth.com/schedule-a-checkup/ 

Mentioned in this episode:
- 50 Fires Podcast: https://www.50fires.com/ 
- The Childfree Guide to Life and Money Book Link:  https://childfreewealth.com/childfree-guide/ 
- Childfree Wealth® Podcast: Open Enrollment Episode: https://youtu.be/9rp79eZrrZs 
- Childfree Wealth® Podcast: Midlife Crisis Episode: https://youtu.be/WC4PaDHGzmI

#ChildfreeWealth #ChildfreeFinancialPlanning #MoneyMindset #MoneyMemories #FinancialPlanning #GettingStarted #ChildfreeWealthPodcast #ChildfreeFinancialPlanning #NegativeMindset #NegativeMoneyMindset

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 [email protected], 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.

Ever wonder what a live Childfree Wealth Checkup is like? Join Dr. Jay as he collaborates with Ann, a trailblazing client with a $1.1M net worth, who dreams of retiring early to embrace van life, steward trails, and explore national parks. Together, they uncover the path to retiring at 45 while balancing caregiving responsibilities and planning a career shift.

This session dives deep into actionable steps, from researching Italian citizenship to reassessing homeowner’s insurance, offering a candid and inspiring look at how personalized financial planning can bring bold goals to life. Don’t miss this behind-the-scenes journey into building a life of financial freedom and purpose.

Mentioned in this Episode:
-Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/
-CW Podcast Episode: I'll Make You Quit Your Job: https://youtu.be/ILajS-ZGRC0?feature=shared
-Childfree Wealth 365: https://childfreewealth.com/core-offering/ 

#ChildfreeWealthCheckup #ChildfreeWealthPodcast #FinancialFreedom #EarlyRetirement #NationalParkLife #VanLifeDreams #TrailStewardship #FinancialPlanning #RetireAt45 #LifeGoals #CareerTransitions #ChildfreeLiving #DreamLifestyle #MoneyMatters #PlanForYourFuture

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 [email protected], 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.

Work with Bri and Dr. Jay! Schedule your Childfree Wealth Checkup here! https://childfreewealth.com/schedule-a-checkup/

Being childfree comes with unique financial opportunities and challenges—and planning for the future requires a different approach. In this episode, we explore key strategies for childfree individuals to secure their financial independence and live a fulfilling life.

We dive into the “die with zero” philosophy—focusing on fully enjoying your wealth during your lifetime instead of saving it for inheritance. Learn why long-term care, estate planning, and proper insurance (like disability insurance) are essential for your childfree journey.

We’ll also discuss how to prepare for life’s unexpected twists, from relationship changes to shared living arrangements, with flexibility and confidence. Whether you’re in your 30s, 40s, or beyond, it’s never too early to craft a plan for a rich and meaningful life—on your terms.

Mentioned in this episode:
-CW Podcast: CFP Series: https://www.youtube.com/watch?v=TZKfCabS248&list=PL_XkcNR6eGpBzr1SnsoFy7Y7p3wmWnAEG
-Bernadette Joy IG: https://www.instagram.com/bernadebtjoy/
-Free Will: https://www.freewill.com/
-CW Podcast: Life First, Then Finance Episode: https://www.buzzsprout.com/2002436/episodes/16367327

#ChildfreeWealth #ChildfreeFinancialPlanning #NoBabySteps #FinancialPlanning #GettingStarted #DiewithZero #ChildfreeWealthPodcast

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 [email protected], 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.

Jill Sirianni, co-host of the Frugal Friends Podcast, joins us to talk about her new book, co-authored with Jen Smith, "Buy What You Love Without Going Broke." Jill dives into the power of mindful spending, embracing the "radical middle" in financial decision-making, and applying Maslow's hierarchy of needs to your money.

In this episode, Jill also shares how she paid off $60,000 in debt, the lessons she learned from living in an RV, and why financial freedom starts with self-reflection. You'll walk away with actionable advice, including how to conduct a 90-day transaction inventory and tips for having non-judgmental money conversations with your partner.

Get ready to rethink frugality and learn how to buy what you love—without going broke!

Mentioned in this episode:
-Buy What You Love Without Going Broke Book: https://www.frugalfriendspodcast.com/order-buy-what-you-love-without-going-broke/  
-Frugal Friends Podcast: https://www.frugalfriendspodcast.com/episodes/  

Connect with Jill: https://www.instagram.com/frugalfriendspodcast/ or https://www.frugalfriendspodcast.com/ 

About our Guest: Jill Sirianni is a licensed clinical social worker and co-host of the Frugal Friends podcast. She’s experienced in doing a lot with a little—from starting small businesses to full-time RVing—all of it was leveraged to pay off $60,000 of debt and cash flow her masters degree. Helping others is her highest value and integrating her mental health perspective with personal finance is how she supports others to identify, and live out of, what they value most. When she’s not meeting with clients or podcasting, you can find her in the garden or hosting friends in her home. She lives in St. Petersburg, Florida, with her husband Eric.

Schedule your Childfree Wealth® Checkup today! https://childfreewealth.com/schedule-a-checkup/

#ChildfreeWealthPodcast #Frugality #DebtFreeJourney #MindfulSpending #ConsciousConsumption #RadicalMiddle #BudgetingTips #FinancialFreedom #FrugalLiving #MoneyMindset #FrugalFriendsPodcast #ChildfreeWealth

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 [email protected], 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.

Book Your Childfree Wealth Checkup Today!

​​Welcome to Episode 1 of our Financial Planning Series with Andy and Libbi!
Get an insider view as Dr. Jay guides Andy and Libbi through their monthly client calls to optimize their financial planning for this childfree couple. 

💸In this 1st session, Dr. Jay explores their story—from tying the knot in 2010, battling debt, and now aiming for an early retirement! 💪🏖️ Their vision includes sun-soaked days in the Dominican Republic and a travel lifestyle. ✈️🌎

Tying their vision to their current situation is harder than it may appear as Andy’s frugal nature poses a very common mindset hurdle that this couple must address. 💭 With plans to draft a fresh budget for 2025, explore a possible move abroad, and keep refining their goals, Andy and Libbi are on their way to creating a life they love, and the finances to support it! 🗓️🏡✨ 

🎧Tune in to discover how they plan to achieve financial freedom and enjoy the journey along the way! 🔑And keep an eye out for Andy and Libbi’s next Session 2 coming soon!

Mentioned in this episode: 
-CW Core Client Offering: https://childfreewealth.com/core-offering/

#ChildfreeWealthPodcast #FinancialFreedom #EarlyRetirement #FrugalLiving #TravelLifestyle #BudgetingTips #ChildfreeLiving #FinancialPlanningJourney #DominicanRepublicDreams #LifeAndMoney

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 [email protected], 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 sits down with Dr. Jordan Grumet (Doc G) to explore his shift from full-time medicine to part-time hospice care—and the profound lessons he’s learned about life’s purpose along the way.

Drawing from his upcoming book The Purpose Code (releasing January 7, 2025), Doc G breaks down the difference between “big P” purpose—goal-driven and ambitious—and “little P” purpose, which is about enjoying life’s journey.

Discover practical strategies to uncover your own purpose, from revisiting childhood joys to conducting life reviews. We also challenge the idea of financial independence as the ultimate life goal and explore why human connection is key to true happiness.

Tune in for thought-provoking insights and actionable takeaways to guide you toward a more fulfilling life.

Schedule your Childfree Wealth Checkup here: https://childfreewealth.com/schedule-meeting

Mentioned in this episode:
-Purpose Code Book: https://jordangrumet.com/books/
-Orbiting the Giant Hairball: https://www.amazon.com/Orbiting-Giant-Hairball--Corporate-Surviving/dp/0670879835
-Essential Retirement Planning for Solo Agers: https://sarazeffgeber.com/books/

About our Guest: Jordan Grumet, born in Evanston, Illinois in 1973, found the spark to become a doctor after a deeply personal event reshaped his life's trajectory. The unexpected loss of his father, an oncologist, ignited a passion within him to practice medicine and instilled a unique vantage point that later melded seamlessly with his financial expertise. This convergence of roles has spurred him to explore profound notions like wealth, abundance, and financial independence with a thoughtful and critical lens. Completing his studies at the University of Michigan, Jordan earned his medical degree from Northwestern University before embarking on a journey in Internal Medicine in Northbrook, Illinois. Presently, he serves as an associate medical director at Unity Hospice.

With expertise in medicine and finance, Jordan launched the Earn & Invest podcast in 2018, earning a Plutus Award in 2019 and nominations in 2020 and 2021. He is the author of Taking Stock (2022) and The Purpose Code (2025), offering insights on financial independence, wealth, and purposeful living. 

Jordan's journey intertwines medical insight and financial wisdom, resonating deeply with those seeking a balanced, meaningful life.

Connect with Doc G on Instagram: @earnaninvest or Facebook: @docgreen .


#LifePurpose #FindYourPurpose #HumanConnection #MeaningfulLiving #PurposeOverMoney #Childfr

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 [email protected], 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 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! 🚀✨

Schedule your Childfree Wealth® Checkup here to plan your life first and then finances: https://childfreewealth.com/schedule-a-checkup/ 

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 [email protected], 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 [email protected], 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.