Every major life change comes with a to-do list most people don't think about until they're already in the middle of it. The job switch that leaves you a month without a paycheck. The move that triggers a tax bill from a state you no longer live in. The divorce where nobody updated the beneficiary and the ex-spouse got the pension.

Being Childfree means more flexibility to make bold moves. It also means more responsibility to plan them deliberately. In this episode, Dr. Jay Zigmont, CFP® and Bri Conn, CFP® walk through the financial and legal checklist that should come with every major life transition, from career pivots and relocations to marriage, divorce, and everything in between. 

In This Episode, You'll Learn:

• Why timing a job change can be worth tens of thousands of dollars.
• How to build a relocation plan that accounts for the costs most people miss.
• Why a prenup is really a financial conversation first, and how working through money values, spending habits, and what Jay calls compatible baggage.
• What gray divorce means for Childfree adults and why updating beneficiaries is non-negotiable.
• How to build a sinking fund for any major life transition, so that when the move, the career pivot, or the life change actually happens, your emergency fund stays untouched and the stress stays manageable.

The episode referenced in this conversation can be heard here: https://www.buzzsprout.com/2002436/episodes/18504425

Episode Hosts:

Dr. Jay Zigmont, PhD, MBA, CFP® is the Founder of Childfree Wealth® and Childfree Trust®. He is also the author of “The Childfree Guide to Life and Money.”

Bri Conn, CFP® is a CERTIFIED FINANCIAL PLANNER®, Childfree Wealth Specialist® at Childfree Wealth®, and Customer Experience Manager at Childfree Trust®.

About Childfree Insights

Childfree Insights focuses on planning for solo aging and later life without children. It offers trusted education on financial planning, estate planning, and building support systems for people aging independently. Home of Childfree Wealth® and Childfree Trust®.

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 planning at childfreetrust.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.