Childfree Life by Design
Childfree Life by Design is a podcast for people who are Childfree or permanently childless and thinking seriously about money, legacy, and what comes next. It tackles financial planning, estate planning, and life decisions for adults building a future without children and without a default script to follow.
Hosted by experts in financial and life planning, the show cuts through outdated assumptions about family, retirement, and aging. Conversations focus on utilizing wealth, solo aging, long-term care, relationships, and how to plan with clarity when you don’t have kids.
This isn’t about justifying your choices or debating labels. It’s about practical guidance for planning life without children making smart financial decisions, defining legacy on your own terms, and building support systems that actually work.
If you’re Childfree, childless, or planning without kids and want thoughtful, trusted education, this is where those conversations happen.
Disclosure: This podcast is for educational and entertainment purposes only. Please consult your professional advisors before implementing any ideas discussed. For full disclosures, visit Childfreewealth.com.
Childfree Life by Design
What does a CFP® Professional learn? Pt. 6 Estate Planning
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🎙️ Dive into the essential world of estate planning with our latest episode, "What does a CFP® Professional learn? Pt. 6 Estate Planning”.
🎧 Bri and Dr. Jay finish their conversation around the CFP® process and learnings with the fundamentals on Estate Planning—asset disposition, ownership types, gifting rules, and the gross estate. 🏠
They help unravel the complexities of estate tax calculations 💰, exemptions, and generation-skipping transfer tax, while covering vital documents like wills and powers of attorney 📜, and the probate process through their insightful conversation.
And explore strategies for business succession, charitable gifting 🎁, and managing digital assets 💻.
This episode equips you to understand Estate Planning from the CFP® and childfree lens to ensure your legacies are thoughtfully planned and preserved. 🌟
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:
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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.
