Having parents with money doesn’t mean planning is easier—just different.

In this episode, Dr. Jay and Bri explore what it really means to be the childfree adult expected to step in when your wealthy parents age, pass, or hand over the keys to the family empire. From complex trust structures to inherited businesses, sibling conflict, and the emotional toll of taking over someone else’s legacy, they cover it all.

We'll cover:
- What documents and conversations you must have with wealthy parents
- Why financial planning should include both parties—parents AND you
- When to bring in professionals (hint: now)
- How to avoid family feuds before they start

Whether you’re dealing with land, crypto, or cold wallet passwords, this episode will help you plan smarter and sleep easier.

Mentioned in this Episode:
- Schedule your Childfree Wealth® Checkup https://childfreewealth.com/schedule-a-checkup/
- Interested in a Parent Checkup? Email us at media@childfreewealth.com for more info!
- Sign-up for our Weekly Newsletter: https://bit.ly/cwnewsletter2

#ChildfreeWealthPodcast #ChildfreeWealth #EstatePlanning #Inheritance #WealthPlanning #ChildfreeLife #FinancialPlanning

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 media@childfreewealth.com, 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.

Andy and Libbi are back with big updates, bigger decisions, and a whole new plan. After six months of financial planning, a few international job offers that didn’t pan out, and many late nights researching visa rules, they’ve chosen to lean fully into early retirement and build a new life in France.

In this episode, Dr. Jay reconnects with them to unpack the emotional and financial pivots they’ve made along the way. From rethinking whether to keep their Dominican Republic property to navigating the ins and outs of French visas and healthcare, Andy and Libbi are embracing the freedom to design a flexible, travel-forward life that aligns with their Childfree values.

They’re not aiming for extravagance. Just a life where their money supports their priorities, not the other way around.

Action Items:

• Exploring your visa options and understanding the tax impact of an international move
• Evaluating whether holding onto international property supports your lifestyle vision
• Simplifying your finances to reduce stress and increase freedom
• Tracking your monthly spending to adjust your budget as you go
• Creating a sustainable travel budget that lets you enjoy life without overspending

Mentioned in this episode:

• Childfree Wealth® Core Offering: https://childfreewealth.com/core-offering/

This one is for anyone dreaming about a different kind of life and wondering what it really takes to make it happen. Tune in and see where the journey leads next. 💡

Want more insights like this? Sign up for our newsletter HERE and get advice tailored to your life.

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 media@childfreewealth.com, 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.