Episode Description
Welcome to a brand new era! After two and a half years as the Childfree Wealth® Podcast, we're excited to introduce Childfree Life By Design. This isn't just a rebrand; it's an expansion of our mission. While finances remain a cornerstone, we're now diving deeper into relationships, career decisions, and designing a life that works for you. In this special relaunch episode, hosts Bri Conn and Dr. Jay Zigmont introduce the expanded team.
Key Takeaways:
- The rebrand expands the mission: Childfree Life By Design goes beyond financial planning to cover relationships, career pivots, healthcare navigation, community building, and finding meaning on your own terms.
- Traditional planning doesn't work for Childfree people: The financial planning industry is built around funding college educations and passing wealth to the next generation, leaving Childfree individuals without tailored resources.
- Childfree planning is actually more complex: End-of-life planning, long-term care, and determining who makes decisions when you can't advocate for yourself require more intentional planning without children.
Meet the Team:
Dr. Jay Zigmont, CFP® - Founder & CEO of Childfree Wealth®, Childfree Trust®, & Childfree Insights. Author of "The Childfree Guide to Life and Money."
Bri Conn, CFP® - Customer Experience Manager at Childfree Trust® and co-host. Bri joined the Childfree space after connecting with Dr. Jay while studying to become a CFP® professional.
Fiona Waller, MSW, LCSW, CFP® - Childfree Wealth Specialist® at Childfree Wealth®. Fiona brings a unique perspective as a former therapist, focusing on the intersection of mental health and money using a trauma-informed background to help clients align their financial and life plans with their values.
Scott Barnes, CFP®, TPCP®, CLTC - Associate Advisor at Childfree Wealth®. Scott is the go-to expert for long-term care strategies and tax planning questions.
Maddy Roche - Chief Growth Officer at Childfree Trust® and responsible for all sales & marketing initiatives.
Alli Gage - Chief of Staff at Childfree Insights. Alli is the behind-the-scenes coordinator who ensures all organizations operate in an orderly fashion across the board.
Connect with Us:
Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.
Follow Childfree Life by Design on your favorite podcast platform and 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.