Episodes

  • Who Handles It All When You're Gone? Death, Legacy, and Planning for a Solo Life with Marni Blank, Ep. 138
    May 14 2025

    Let’s be real. Death isn’t optional. But having a plan? That part is up to you.

    In this episode, Dr. Jay sits down with Marni Blank, end-of-life doula and founder of Begin with the End, to unpack what it really means to prepare for death and aging when you’re Childfree or solo. From digital logins and legal paperwork to caregiving and community, they cover the practical and emotional tools you need to manage the end of life on your terms.

    Marni shares her personal story of navigating her mother's care after a sudden accident and how that experience shaped her approach to planning, grief, and legacy. Whether you have a complicated family dynamic or no next of kin at all, this conversation will help you build a thoughtful plan that aligns with your values.

    We'll cover:

    • Building an end-of-life plan when you're solo or Childfree (15:17)
    • What paperwork matters (and how to actually complete it) - (10:59)
    • Talking to aging parents about death, care, and future decisions (04:08)
    • Creating a support system when there’s no next of kin (17:26)
    • Understanding long-term care costs and why Medicare often falls short (23:27)

    Mentioned in this Episode:

    • Begin with the End: https://beginwiththeend.co
    • Reach out to Marni: marni@beginwiththeend.com
    • Plan Well Organizer Workbook: https://beginwiththeend.kit.com/products/plan-well-workbook
    • Join the 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

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

    #ChildfreeWealth #SoloAging #EndOfLifePlanning #LegacyPlanning #EstatePlanning #ChildfreeLife #DigitalAfterlife #PlanWithPurpose

    About Marni Blank:

    Marni Blank is the founder of Begin With The End. Her services are curated to empower individuals and families to prepare for logistical and emotional aspects of death, dying, and grief. This can include accountability in completing end-of-life decisions and documents, facilitating family conversations, getting your important documents and digital life organized, and legacy

    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.

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    31 mins
  • Planning for Parents: What Happens When You Inherit the Responsibility, Ep 137
    May 7 2025

    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.

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    34 mins
  • Planning for Parents: What If Your Parents Run Out of Money?, Ep 136
    May 7 2025

    Planning for aging parents is hard. It’s even harder when there’s no financial safety net.

    In this episode, Dr. Jay and Bri walk through the real-life challenges of supporting parents who may not have the means—or the plan—for their long-term care. From boundaries and Medicaid to power of attorney, family dynamics, and even “granny pods,” they share strategies that help childfree adults show up for their family without losing themselves in the process.

    We'll cover:
    - How to approach difficult conversations with empathy (and honesty)
    - What documents matter—and how to access or create them
    - The difference between helping and overextending yourself
    - What long-term care might really cost you
    - Smart ways to support without going broke

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

    #ChildfreeWealth #FamilyFinance #LongTermCare #EstatePlanning #MedicaidPlanning #Boundaries #NoKidsNoProblem #FinancialIndependence

    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.

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    34 mins
  • Andy and Libbi Planning Session 4: France, FIRE, and the Big What If, Ep 135
    Apr 30 2025

    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.

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    59 mins
  • Life Insurance Without Kids: Protection or Overkill? Ep 134
    Apr 23 2025

    Being Childfree comes with its own set of financial rules—so does that mean life insurance is off the table? In this episode, we dive into whether Childfree individuals actually need life insurance, uncovering scenarios where it might make sense (hint: it usually doesn’t!).

    We explore why term life insurance could be valuable if others truly rely on your income—like a disabled spouse, dependent parents, or business partners—and caution against costly traps like whole life or universal policies often pushed by commission-based agents. You'll learn why mixing investment with insurance rarely pays off, and why working with a fee-only financial planner is crucial.

    We'll also help you evaluate existing policies, figure out if you're over-insured, and determine when employer-provided life insurance makes sense.

    Action Items:

    ✅ Review existing life insurance policies to assess their necessity.
    ✅ Consult a fee-only financial planner for personalized guidance.
    ✅ Check the specifics of your employer-provided coverage.
    ✅ Calculate your actual financial obligations before considering any new policy.

    Tune in to confidently navigate life insurance decisions without kids—no unnecessary coverage, just smart protection!

    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.

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    22 mins
  • Creating Real Connections: Building a Childfree Community with Florence Wlodarski, Ep 133
    Apr 16 2025

    Finding your people as a childfree adult isn’t always easy—and the bigger the city, the harder it can be. In this episode, Jay sits down with Florence Wlodarski, founder of Parallel, a social club designed specifically for people living without children. They dive into what it really means to create meaningful community when your lifestyle doesn’t revolve around parenting.

    You’ll hear:
    - Why childfree friendships take extra effort—but are worth it
    - The power of in-person gatherings over online connections
    - What “childfree” really means (hint: it’s more than a label)

    Whether you're craving deeper friendships, dreaming up your own events, or simply tired of surface-level small talk, this episode offers a refreshing, honest take on adult connection—without the kid convo.

    Mentioned in this episode:
    - Schedule your Childfree Wealth® Checkup here
    - Check out Florence's Parallel Social Club here
    - Video Childfree Guide to Life and Money Event with Parallel Social Club in LA
    - The Childfree Guide to Life and Money Book
    - Signup for our newsletter here
    - To set up your own book event with Dr. Jay, reach out to us at socials@childfreewealth.com

    Connect with Florence here:
    Instagram: @parallelsocialclub.com
    Facebook: Facebook.com/parallelsocialclub
    LinkedIn: www.linkedin.com/in/florencewlodarski

    About our Guest: Florence Wlodarski is the co-founder of PARALLEL, a first-of-its-kind social club, designed exclusively for those that are living life without kids. Florence and her husband James are DINKs and embracing the freedom and flexibility that a childfree life brings. They began hosting social events in 2024 in Los Angeles to bring people together in person, to facilitate meaningful connections, build a solid sense of community, and raise visibility for the importance of social health and wellness. PARALLEL is an IRL membership community, active in Los Angeles, with hopes to expand to other cities and offer virtual membership experiences in the future, to ensure everyone living life without kids can find community and positive social connections, wherever they are.

    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.

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    31 mins
  • From Learning To Action: When Dr. Jay and Bri Are the Voices in Your Head, Ep. 132
    Apr 9 2025

    Are you stuck in the loop of consuming financial content without actually making meaningful changes? You're not alone! In this episode, we dive deep into why turning knowledge into action is critical for your financial and personal growth—especially when you're Childfree.

    You'll learn why monthly financial check-ins focused on one or two concrete actions can transform your progress, how tools like the Childfree Wealth checkup reveal what you might be overlooking, and why recognizing your financial blind spots (from unconscious incompetence to conscious action) is essential. Plus, we’ll tackle the importance of regularly assessing your finances, openly communicating with your partner, and checking in honestly about your job satisfaction.

    Action Items:
    ✅ Regularly evaluate your progress towards financial goals—and seek guidance if you're feeling stuck.
    ✅ Have a candid conversation with your partner about your finances.
    ✅ Reflect on your job satisfaction and identify any necessary changes to align your work with your life goals.

    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.

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    26 mins
  • Planning Session 3: Job Offers, Global Moves, and Financial Flexibility: Andy & Libbi’s Big Decision, Ep 131
    Apr 2 2025

    Episode 3 of the Financial Planning Series: In this episode, we continue our deep dive into Andy and Libbi’s financial planning journey as they face a life-changing decision: a potential job opportunity in Germany.

    Dr. Jay guides them through the financial and lifestyle implications of an international move, exploring key topics like tax considerations, navigating remote work challenges, and adjusting their retirement planning strategy. With a $1.34M net worth, Andy and Libbi discuss staying flexible, managing market stress, and keeping their long-term goals on track—all while considering the adventure and complexities of life abroad.

    This behind-the-scenes look at real financial planning offers valuable insights for anyone navigating big life changes.

    Mentioned in this episode:
    -Childfree Wealth® Core Offering: https://childfreewealth.com/core-offering/

    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.

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    56 mins