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:

• Portraits of Childfree Wealth - Dr. Jay's 1st book: https://www.goodreads.com/book/show/60883044-portraits-of-childfree-wealth
• Andy and Libbi Planning Session 1 Podcast Episode: https://youtu.be/-_Y5wDwWQH8
• 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, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.

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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!

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