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  • I'll Make You Quit Your Job - Pt. 2: The Why, Ep 150
    2025/08/06

    What if the biggest thing standing between you and a better life… is your job?

    In this episode, Bri and Dr. Jay get real about why so many Childfree people stay in jobs they hate—and what it would take to finally walk away. From financial fears to cultural expectations to the ever-persistent voice in your head saying, “but it’s good money,” we unpack the emotional and practical sides of career change.

    You don’t have to be stuck. And you definitely don’t have to do it alone.

    ⏱️ Timestamps:

    • (00:01) The episode that made people actually quit their jobs
    • (02:00) Are you trading your happiness for a paycheck?
    • (03:15) Why the “25-year career plan” is outdated
    • (06:15) Who picked your job—you or someone else?
    • (10:25) Seasons of life, identity shifts, and rediscovering passion
    • (14:00) If your job causes pain, you can walk away
    • (17:30) Working with purpose vs. burning out for money
    • (20:00) Career changes as value-driven life decisions
    • (24:00) The financial (and emotional) math of quitting
    • (26:25) Therapy, coaching, and building a support system
    • (27:30) You don’t need to suffer through the rest of your career

    Mentioned in this Episode:

    • REPLAY: I'll Make You Quit Your Job Pt. 1 https://www.buzzsprout.com/2002436/episodes/17514288
    • The Gardner and the Rose: https://www.buzzsprout.com/2002436/episodes/13190469

    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.

    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.

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    28 分
  • REPLAY: I'll Make You Quit Your Job - Pt. 1, Ep 149
    2025/07/30

    What happens when your financial planner keeps telling clients to quit their jobs? Dr. Jay Zigmont, CFP® and Bri Conn, CFP® unpack the now-infamous tagline: "I'll Make You Quit Your Job." From sabbaticals to soul-searching, this conversation is full of real talk, tough love, and a refreshing challenge to the status quo—especially for the Childfree crowd.

    🔹 00:30 – Why Bri says Dr. Jay's tagline should be “I’ll make you quit your job”
    🔹 02:25 – The truth about job dissatisfaction and the “File” lifestyle
    🔹 05:00 – Why your 18-year-old self shouldn't make your lifelong career decisions
    🔹 10:00 – Dr. Jay’s three-step sabbatical formula (Netflix included!)
    🔹 15:30 – The $100K myth and why money doesn’t buy meaning
    🔹 20:00 – The messy magic of making a change—and the light on the other side
    🔹 22:00 – Whose voice is in your head... and how to find your own


    Whether you're burnt out, bored, or just stuck—this episode dares you to imagine what life could look like if you actually did what you wanted.

    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.

    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.

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    22 分
  • Luxury Aging: What Long-Term Care Looks Like When Money’s Not the Problem, Ep 148
    2025/07/23

    What if aging didn’t have to feel like a downgrade?

    In this episode, Jay and Bri explore what long-term care can look like when you’ve got the financial resources to design it your way. From high-end independent living communities to cruise ships and even Golden Girls-style co-living, this conversation is packed with creative (and practical!) ways to age with intention, dignity, and—yes—luxury.

    Whether you're planning for your own care or helping someone else, this episode reminds you: your money should serve your future, not limit it.

    ⏱️ Timestamps:

    • (00:01) Can you age in luxury? A new lens on long-term care
    • (02:00) Aging at home: comfort vs. cost
    • (03:50) Why hiring an aging care manager changes the game
    • (06:00) Retirement communities with concierge-level perks
    • (08:00) Golden Girls dreams (yes, even a castle!)
    • (12:00) CCRCs: the "set it and forget it" care model
    • (18:00) What to know about paying for it all—and why inheritance shouldn't come first
    • (25:00) Who will actually make decisions for you?
    • (27:00) Introducing: Childfree Trust® – care, covered.

    Mentioned in this Episode:

    • The Village on Morehead https://villageonmorehead.com/
    • RiverWoods https://riverwoodsnh.org/
    • A Change of Habit: Leaving Behind My Husband, Career, and Everything I Owned to Become a Nun https://www.penguinrandomhouse.com/books/726581/a-change-of-habit-by-sister-monica-clare/
    • CareAlly https://www.joincareally.com/
    • Childfree Trust® https://childfreetrust.com/

    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.

    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.

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    30 分
  • Who Takes Care of You When You Can't? Long-Term Care Planning with Scott Barnes, CFP®, CLTC®, Ep. 147
    2025/07/16

    Long-term care is one of the most complicated and overlooked parts of financial planning, especially when you're Childfree. Without kids to step in, who actually takes care of you when you can’t? In this episode, Dr. Jay sits down with Scott Barnes, CFP® and CLTC®, to explore what care really costs, what insurance does (and doesn’t) cover, and how to start building a plan you can trust.


    We'll cover:

    [1:21] Talking to your partner or planner about future care

    [2:41] Why Medicare won’t help and Medicaid only steps in once you’re broke

    [5:07] How much to set aside if you plan to self-fund

    [6:28] When it makes sense to consider long-term care insurance

    [12:08] Who qualifies for coverage and when to apply

    [14:47] What insurers look for and how to avoid being denied

    [17:59] Why Medicaid beds are hard to find in nicer facilities

    [20:14] What to consider if you never end up using your coverage

    [22:34] The consequences of waiting too long to plan

    [25:05] What to do if you don’t qualify for insurance

    [26:48] The difference between standalone and combo long-term care products

    [27:38] What to watch out for when speaking to insurance brokers


    This episode also includes a sneak peek at Childfree Trust®, a new service launching soon to serve as your power of attorney, executor, or trustee if you don’t have anyone to fill those roles. If you’ve ever wondered how to make long-term care decisions when you're solo, this one’s for you.


    Mentioned in this Episode:

    * Childfree Trust waitlist: https://childfreetrust.com/

    * Schedule your Childfree Wealth® Checkup: https://Childfreewealth.com/schedule-a-checkup/

    * Read more about long-term care: https://childfreewealth.com/resources/long-term-care-childfree/

    * Get a quote for long-term care insurance through LLiS: https://allis.llis.com/quoterequest

    * Dr. Jay’s Book "Portraits of Childfree Wealth": https://a.co/d/e4vLB2v

    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.

    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.

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    32 分
  • Values, Not Just Profits: Rethinking ESG with Pete Krull, Ep. 146
    2025/07/09

    In this episode, Dr. Jay sits down with Pete Krull, a pioneer in sustainable investing, to unpack what it really means to align your money with your values. They explore how ESG has become politicized, what the media gets wrong about ethical investing, and why ‘green hushing’ might be the most honest thing happening in finance right now.

    Whether you’re new to ESG or skeptical of it, this episode offers a grounded, practical look at how your portfolio can reflect the future you want to see—without losing sight of performance.

    Chapters

    00:00 Investing with Values: An Introduction
    01:11 The Political Landscape of Sustainable Investing
    03:05 Understanding ESG: Definitions and Misconceptions
    06:50 The Shift to Sustainable, Resilient, and Innovative Investing
    10:20 Balancing Growth and Sustainability
    12:43 The Complexity of Ethical Investing
    15:50 Navigating Investment Choices and Trade-offs
    19:53 The Long-term Perspective on Sustainable Investing
    22:58 The Process of Building a Sustainable Portfolio
    27:29 Green Hushing: The Quiet Shift in ESG Practices
    29:39 Conclusion and Resources for Sustainable Investing

    Mentioned in this Episode:
    - Pete Krull from Earth Equity Advisors: wwww.earthequityadvisors.com
    - Sustainable Investing by Pete Krull: https://www.sustainableinvestorbook.com
    - Earth Equity Advisors Facebook Page: https://www.facebook.com/EarthEquityAdvisors
    - Connect with Pete on LinkedIn: https://www.linkedin.com/in/pkrull/
    - Pete's Podcast, My Dollars & Change: https://www.earthequityadvisors.com/dollars-change/

    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.

    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.

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    29 分
  • Living Abroad: Andy & Libbi’s Journey to a Simpler, Happier Life in Europe, Ep. 145
    2025/07/02

    What does it really take to leave everything behind and start a new life abroad?

    In this episode, Dr. Jay reconnects with Andy and Libbi to talk about their move from Hawaii to the French countryside—and how financial independence made it possible. From navigating long-stay visas and currency conversions to learning a new pace of life, they share the unfiltered reality of becoming expats.

    They open up about the emotional side of change, the cultural differences they didn’t expect, and how working remotely has given them a new kind of freedom. Whether you’ve dreamed of retiring abroad, taking a sabbatical, or simply want a lifestyle shift, this episode is packed with honest insight.

    And yes—it’s all about the food!

    We'll cover:
    - 00:00 Embracing a New Lifestyle in France
    - 05:43 Navigating Financial Independence Abroad
    - 12:50 Cultural Insights and Adjustments
    - 17:38 The Challenges of Expat Life
    - 23:44 Finding Purpose and Fulfillment
    - 29:00 Advice for Aspiring Expats

    Mentioned in this Episode:
    - Andy / Libbi Episode 1: https://youtu.be/-_Y5wDwWQH8
    - Andy / Libbi Episode 2: https://youtu.be/lj74jGYhFHM
    - Childfree Wealth® Checkup: https://childfreewealth.com/schedule-a-checkup/
    - Work with our team 1:1 like Andy and Libbi: https://childfreewealth.com/core-offering/

    Connect with Andy and Libbi on TikTok: https://www.tiktok.com/@theroamingroeds

    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.

    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.

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    32 分
  • Celebrating the Curious Life: Childfree Living, Community, and Conversations That Matter with Emily Paulsen, Ep 144
    2025/06/25

    What if the life you're living was always enough, no kids required, no apologies necessary?

    In this episode, Bri sits down with Emily Paulsen, the founder of Curious Life of a Childfree Woman, to explore what it means to build a joyful, curious, and unapologetically Childfree life. From starting her podcast and navigating judgment to building community and reclaiming curiosity, Emily shares what it means to follow your gut, embrace a nontraditional path, and still want to learn about everything from climate change to cortisol.

    We'll cover:

    • Why Emily launched her podcast and what sparked the shift (00:01)
    • Building a Childfree life rooted in curiosity, not defensiveness (03:23)
    • Normalizing Childfree choices in everyday conversations (13:54)
    • Balancing boundaries, identity, and disclosure when it’s not always safe (18:14)
    • Why social connection matters now more than ever and how we build it (33:08)
    • How Emily chooses podcast topics and plans future community events (24:50)


    #ChildfreeWealth #CuriousLife #ChildfreeLiving #CommunityBuilding #FinancialFreedom #GlobalPlanning #NoKidsNoProblem

    Mentioned in this Episode:

    • Emily’s Podcast - Curious Life of a Childfree Woman: https://podcasts.apple.com/us/podcast/curious-life-of-a-childfree-woman/id1777850561
    • Instagram: @curiouslifeofachildfreewoman
    • Website: https://curiouslifeofachildfreewoman.com
    • Join the Curious Life Club Email List: Link on Website
    • Childfree Trust (Waitlist): https://childfreelegacy.com
    • Schedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/
    • Signup for the Childfree Wealth Newsletter: https://bit.ly/cwnewsletter2


    About Emily:
    Emily Paulsen is an accomplished entrepreneur and happily childfree woman shining a light on the often overshadowed childfree-by-choice life. Whether interviewing innovative experts or positioning leaders to scale through her Brand Studio, Electric Collab, Emily’s power lies in allowing people to feel seen and celebrated for who they are. She’s spent years honing the ability to deeply understand and amplify others in an honest, high-impact way.

    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.

    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.

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    42 分
  • Childfree, Retired (Almost), and Figuring It Out: Travel, Money, and Boundaries with Robert and Pamela, Ep. 143
    2025/06/18

    How do you plan your finances when there’s no one but the two of you to consider? For Childfree couples, that question changes everything. It shapes how much is enough, and what role family plays in your future.

    In this episode, Bri sits down with Pamela and Robert, a Childfree couple who’ve spent nearly three decades as Team Us. Robert is already retired. Pamela is still working, not out of necessity but to fund the freedom and travel they both value. They also face a common Childfree tension: how to live fully now while navigating guilt, caregiving expectations, and financial boundaries.

    If you’ve ever wondered how to spend your money without legacy pressure or how to set limits with aging parents, this one’s for you.

    We’ll cover:
    [1:15] Discovering Childfree Wealth and rethinking what retirement means
    [2:40] Why their joint approach to money just works
    [7:35] Retiring "early enough" and choosing purpose over a bigger pension
    [13:00] Supporting parents without sacrificing your own goals
    [21:11] How travel became their biggest shared value
    [31:36] Navigating solo vs. shared travel, and planning for quality over quantity
    [41:00] Drawing the line: compassion fatigue, boundaries, and family expectations

    Mentioned in this episode:

    • Morningstar podcast episode featuring Dr. Jay
    • Die with Zero by Bill Perkins
    • The Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/


    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.

    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.

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    57 分