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Rethinking Financial Planning for Childfree Clients with Dr. Jay Zigmont
Traditional financial planning assumes a familiar life path, but what happens when that doesn’t include children?
Many advisors unknowingly rely on planning frameworks built around legacy, inheritance and next-generation wealth transfer. For millions of people, those assumptions simply don’t fit.
In this episode, Suzanne Siracuse speaks with Dr. Jay Zigmont, founder and CEO of Childfree Wealth and Childfree Trust, about the unique planning needs of childfree and permanently childless individuals. They explore how financial planning, estate planning, charitable giving, retirement strategies and pet care decisions change when there are no children involved.
Dr. Zigmont also shares why many traditional planning tools create blind spots, how advisors can better serve this growing population, and why deeper life planning conversations can transform the client experience.
Key takeaways:
Resources:
Connect With Suzanne Siracuse:
Connect With Dr. Jay Zigmont:
About Our Guest:
Jay Zigmont is the Founder and CEO of Childfree Wealth, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. He and his wife are Childfree.
Dr. Jay is a Childfree Wealth Specialist and author of the book “Portraits of Childfree Wealth” and the upcoming book “The Childfree Guide to Life and Money.” Dr Jay is the co-host of the Childfree Wealth podcast.
He has been featured in Fortune, Forbes, MarketWatch, Wall Street Journal, New York Times, Business Insider, CNBC, and many other publications. In 2023, he was named a “Rising Star” by Financial Planning.
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By Suzanne Siracuse
5
22 ratings
Traditional financial planning assumes a familiar life path, but what happens when that doesn’t include children?
Many advisors unknowingly rely on planning frameworks built around legacy, inheritance and next-generation wealth transfer. For millions of people, those assumptions simply don’t fit.
In this episode, Suzanne Siracuse speaks with Dr. Jay Zigmont, founder and CEO of Childfree Wealth and Childfree Trust, about the unique planning needs of childfree and permanently childless individuals. They explore how financial planning, estate planning, charitable giving, retirement strategies and pet care decisions change when there are no children involved.
Dr. Zigmont also shares why many traditional planning tools create blind spots, how advisors can better serve this growing population, and why deeper life planning conversations can transform the client experience.
Key takeaways:
Resources:
Connect With Suzanne Siracuse:
Connect With Dr. Jay Zigmont:
About Our Guest:
Jay Zigmont is the Founder and CEO of Childfree Wealth, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. He and his wife are Childfree.
Dr. Jay is a Childfree Wealth Specialist and author of the book “Portraits of Childfree Wealth” and the upcoming book “The Childfree Guide to Life and Money.” Dr Jay is the co-host of the Childfree Wealth podcast.
He has been featured in Fortune, Forbes, MarketWatch, Wall Street Journal, New York Times, Business Insider, CNBC, and many other publications. In 2023, he was named a “Rising Star” by Financial Planning.