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Childfree Wealth®
Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn. Childfree Weatlth Specialist® & Dr. Jay Zigmont, CERTIFIED FINANCIAL PLANNER™, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless.
DISCLOSURE: This podcast is for educational and entertainment purposes. Please consult your advisors before implementing any ideas heard on this podcast. For more information and disclosures, visit https://childfreewealth.com
Childfree Wealth®
Living the Golden Life: Solo Aging Strategies with Dr. Sara Zeff Geber, Ep 130
Aging solo doesn’t have to mean going it alone! In this insightful episode, Dr. Jay sits down with Dr. Sara Zeff Geber, author of Essential Retirement Planning for Solo Agers, to discuss the unique challenges and opportunities for individuals without adult children.
From the financial realities of solo aging (think $400,000 to $1 million over a lifetime), to the importance of choosing a trusted person for medical decisions - this episode is packed with practical advice. Dr. Geber shares creative solutions like PACE programs, community living options, and even "Golden Girls"–style arrangements to help you plan for a secure and fulfilling future.
We’ll also explore the risks of elder abuse, the power of early estate planning, and how staying socially connected can make all the difference. Whether you’re in your 40s, 60s, or beyond, it’s never too early (or too late!) to start thinking about your solo aging journey.
Action Items:
✅ Begin estate planning early and review documents regularly.
✅ Explore community living options or PACE programs.
✅ Have open conversations about your aging plan.
Tune in for a conversation that’s both eye-opening and empowering!
Mentioned in the Episode:
-Essential Retirement Planning for Solo Agers Book: https://sarazeffgeber.com/books/
-NewYork Times Article: https://www.nytimes.com/2024/09/21/business/retirement-single-alone-plan.html
-PACE Program: https://www.cms.gov/medicare/medicaid-coordination/about/pace
-Community Care at Home Program: https://www.wesleylife.org/blog/what-is-continuing-care-at-home
Connect with Dr. Geber on LinkedIn here or through her website here.
About our Guest: Dr. Sara Zeff Geber, PhD, is an author and keynote speaker. Over the past 10 years, Sara has developed a niche specialty talking about the challenges of “Solo Agers,” people who have no children or who are aging alone with no support from nearby family. She believes Solo Agers have unique needs in later life that warrant greater foresight and a more robust approach to planning.
Dr. Geber is the author of Essential Retirement Planning for Solo Agers: A Retirement and Aging Roadmap for Single and Childless Adults (Mango Press, 2018)
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.
