Childfree Life by Design

Reimagining Wealth with Carl Richards, CFP® & Dr. Jay Zigmont, CFP®


Listen Later

What if the way you think about wealth is keeping you from building it? In this episode, Dr. Jay Zigmont, CFP® and  Carl Richards, CFP® creator of the Sketch Guy column in the New York Times, sit down to explore how simple drawings unlock profound truths about money and life.

Carl shares the stories behind his most powerful sketches, including the Venn diagram asking "What can I control?" and "What matters?" and why their overlap is where real financial planning happens. 

Key Takeaways:

  • Focus on the overlap of what matters and what you control.
  • Real financial planning aligns money with life.
  • The only goal that matters is yours.
  • Childfree planning requires different tools and thinking.

Episode Host:

Dr. Jay Zigmont, PhD, MBA, CFP® is the Founder of Childfree Wealth, a life and financial planning firm dedicated to helping people simplify their finances so they can live an amazing Childfree life. Dr. Jay is a CERTIFIED FINANCIAL PLANNER®, Childfree Wealth Specialist, and author of the book “The Childfree Guide to Life and Money.” His Ph.D. is in Adult Learning from the University of Connecticut.

Meet the Guest:

Carl Richards, CFP®, wrote The Sketch Guy column in The New York Times for a decade, using cardstock and a Sharpie to make money feel less complicated. He's the author of bestsellers The Behavior Gap and The One-Page Financial Plan, and his latest book, Your Money: Reimagining Wealth in 101 Simple Sketches, released in October 2025. Carl hosts the daily podcast Behavior Gap Radio and founded The Society of Advice, a community for financial planners dedicated to the craft of advice.

 Learn more on his website: behaviorgap.com.

Connect with Carl Online: LinkedIn   X   Instagram

Pre-order Carl’s book on Amazon or at your favorite bookstore. 

To place a bulk order of Carl’s book, visit this link and use the code YourMoney5 at checkout to save a

About Childfree Life by Design:

Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them.

Connect with Us:

Ready to design your ideal Childfree life? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com

Join the conversation on social media:

Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
LinkedIn: https://www.linkedin.com/company/childfreeinsights
YouTube: https://www.youtube.com/@ChildfreeInsights

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

...more
View all episodesView all episodes
Download on the App Store

Childfree Life by DesignBy Childfree Insights

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

39 ratings


More shows like Childfree Life by Design

View all
Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,582 Listeners

Financial Independence Podcast by The Mad Fientist

Financial Independence Podcast

1,645 Listeners

So Money with Farnoosh Torabi by Farnoosh Torabi

So Money with Farnoosh Torabi

1,956 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

453 Listeners

ChooseFI by ChooseFI

ChooseFI

5,166 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,093 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

450 Listeners

The Long View by Morningstar

The Long View

924 Listeners

All the Hacks: Money, Points & Life by Chris Hutchins

All the Hacks: Money, Points & Life

1,624 Listeners

Mile High FI Podcast by Doug Cunnington & Carl Jensen

Mile High FI Podcast

202 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,456 Listeners

The Money with Katie Show by Morning Brew

The Money with Katie Show

1,552 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

352 Listeners

Dinky by Dinky

Dinky

234 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

145 Listeners