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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, CFP®, & Dr. Jay Zigmont, CFP®, 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®
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 financial decisions that align with your goals and values.
From avoiding penalties to ensuring your estate plan reflects your wishes (including care for your pets), this conversation is packed with practical insights to help you end the year confident and prepared.
Tune in for clear guidance, actionable steps, and a reminder that financial planning isn’t just about saving money—it’s about designing a life that truly fits you.
We’ll cover:
00:00 — End-of-Year Financial Planning Overview
04:12 — Tax Strategies That Still Work (and What’s New)
09:45 — RMDs, IRMA Surcharges & Medicare Must-Knows
15:30 — Spending Analysis: Does Your Money Reflect Your Values?
22:18 — Estate Planning for the Childfree: Protecting Your Legacy
Mentioned in this episode:
- Get the Childfree Wealth®'s 2025 Childfree Tax Guide: https://childfreewealth.com/2025-childfree-tax-guide/
- Childfree Trust® Website: https://childfreetrust.com/
- Childfree Wealth® Checkup: https://childfreewealth.com/schedule-a-checkup/
The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, 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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If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
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Schedule a meeting with a Childfree Wealth Specialist® HERE.
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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
