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Childfree Wealth®
Dr. Jay Zigmont, CFP® & Bri Conn
181 episodes
3 days ago
Today, Bri Conn, CFP® and Dr. Jay, CFP® dig into what it really means to retire as a Childfree person—and why it might not look like what you’ve been told. Whether you're dreaming of beaches or terrified of boredom, this episode helps you get real about what comes after work. 🔹 00:40 – When retirement chooses you 🔹 02:00 – Why retiring to something matters more than retiring from something 🔹 04:00 – Test-driving retirement before you commit 🔹 06:15 – The “Retirement Smile” and how spe...
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All content for Childfree Wealth® is the property of Dr. Jay Zigmont, CFP® & Bri Conn and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Today, Bri Conn, CFP® and Dr. Jay, CFP® dig into what it really means to retire as a Childfree person—and why it might not look like what you’ve been told. Whether you're dreaming of beaches or terrified of boredom, this episode helps you get real about what comes after work. 🔹 00:40 – When retirement chooses you 🔹 02:00 – Why retiring to something matters more than retiring from something 🔹 04:00 – Test-driving retirement before you commit 🔹 06:15 – The “Retirement Smile” and how spe...
Show more...
Investing
Education,
Business,
Society & Culture,
How To
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End-of-Year Checklist 2025: Tax Moves, RMDs & Childfree Strategies That Matter, Ep. 161
Childfree Wealth®
31 minutes
3 weeks ago
End-of-Year Checklist 2025: Tax Moves, RMDs & Childfree Strategies That Matter, Ep. 161
As the year comes to a close, it’s time to pause, review, and make sure your finances are in shape for what’s next. In this episode, Dr. Jay and Childfree Wealth Specialist® Scott Barnes walk through their 2025 Year-End Financial Checklist - covering everything from tax strategies and RMDs to Medicare IRMA surcharges, spending analysis, and estate planning for Childfree individuals. They discuss what’s changed this year, what you need to know before the calendar resets, and how to make smart...
Childfree Wealth®
Today, Bri Conn, CFP® and Dr. Jay, CFP® dig into what it really means to retire as a Childfree person—and why it might not look like what you’ve been told. Whether you're dreaming of beaches or terrified of boredom, this episode helps you get real about what comes after work. 🔹 00:40 – When retirement chooses you 🔹 02:00 – Why retiring to something matters more than retiring from something 🔹 04:00 – Test-driving retirement before you commit 🔹 06:15 – The “Retirement Smile” and how spe...