Childfree Wealth®

Special Episode 3: Financial Planning as a Soloist

Dr. Jay Zigmont, CFP® & Bri Conn Episode 3

In this special episode, the focus shifts to Chapter 3 of the Childfree Guide to Life and Money, where Dr. Jay explores the unique financial and life challenges faced by soloists—those living without children or partners. 

From the freedom to make your own decisions to the struggles of facing the 'single tax' and higher lifetime costs, this episode sheds light on the often-overlooked financial realities of solo living. Discover the importance of long-term planning, from designating healthcare decision-makers to managing future needs. 

Plus, get a sneak peek at the upcoming Childfree Trust launching in 2025. Whether you're a soloist or know someone who is, this episode is packed with actionable advice to plan a secure future. 📚💡

Pre-order your copy of the book today to win a Childfree Wealth® Checkup with Dr. Jay! To Enter simply send proof of purchase to media@childfreewealth.com


- Amazon: https://www.amazon.com/Childfree-Guide-Life-Money-Management/dp/1728297346
- Barnes & Noble: https://www.barnesandnoble.com/w/the-childfree-guide-to-life-and-money-jay-zigmont-phd-mba-cfp/1144892985?ean=9781728297347
- Bookshop.org: https://bookshop.org/p/books/the-childfree-guide-to-life-and-money-make-your-finances-simple-so-your-life-without-kids-can-be-amazing-jay-zigmont/21091392?ean=9781728297347
- Books-A-Million: https://www.booksamillion.com/search2?id=7138358055479&query=childfree+guide+to+life+and+money


Mentioned in this episode:
-Fidelity Solo Aging Article: https://www.fidelity.com/learning-center/personal-finance/solo-aging-support#:~:text=Solo%20aging:%20Who%20can%20you%20call%20for%20aid%20and%20support?


#SoloLife #ChildfreeGuide #SingleTax #FinancialPlanning #SoloWealth #IntentionalLiving #PlanForTheFuture #ChildfreeTrust #LongTermCare #SoloJourney

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.

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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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