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Hosted by experts in financial and life planning, the show cuts through outdated assumptions about family, retirement, and aging.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
Meet the People Powering Childfree Wealth®, Ep. 141
You hear from Bri and Dr. Jay all the time. But who else is behind the scenes helping make Childfree Wealth® what it is?
In this episode, we’re pulling back the curtain and introducing you to Fiona Waller, CFP® and Scott Barnes, CFP® and CLTC — two of our incredible Childfree Wealth Specialists®. You'll hear how Fiona moved from a career in therapy to financial planning (and why her counseling skills still come in handy every day), and how Scott’s decades of experience in the financial world led him here, to a team that puts life before spreadsheets.
Together, they share what it means to serve the Childfree community with empathy, curiosity, and a bit of nerdy joy. From redefining what legacy looks like to finding the right time to switch financial planners, this episode is equal parts heartfelt and practical.
If you’ve ever wondered who’s in your corner, you’ll want to tune in.
We’ll cover:
- [0:00] Introducing Fiona and Scott, and their unique journeys to Childfree Wealth®
- [2:40] How financial planning changes when you're Childfree
- [5:40] Signs it’s time to change your financial planner
- [08:30] Rapid fire questions with the CW team
- [12:20] The surprising overlap between therapy, coaching, and financial planning
- [20:55] What are Scott and Fiona’s hobbies?
- [27:30] What are your most impactful client stories?
- [32:40] Who are the best clients for you to work with?
- [38:30] How to schedule your checkup and choose the right planner for you
Mentioned in this episode:
- Portraits of Childfree Wealth - Dr. Jay's 1st book: https://www.goodreads.com/book/show/60883044-portraits-of-childfree-wealth
- Andy and Libbi Planning Session 1 Podcast Episode: https://youtu.be/-_Y5wDwWQH8
- Schedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/
- Learn more about our team: https://childfreewealth.com/about/
#ChildfreeWealth #ChildfreeFinancialPlanning #MeetTheTeam #PersonalFinance #FinancialPlanningThatFits
