Childfree Life by Design

Welcome to Childfree Life by Design | Dr. Jay Zigmont & Bri Conn

Dr. Jay Zigmont, CFP® & Bri Conn Episode 172

Welcome to a brand new era! After two and a half years as the Childfree Wealth® Podcast, we're excited to introduce Childfree Life By Design. This isn't just a rebrand; it's an expansion of our mission. While finances remain a cornerstone, we're now diving deeper into relationships, career decisions, and designing a life that works for you. In this special relaunch episode, hosts Bri Conn and Dr. Jay Zigmont introduce the expanded team. 

Key Takeaways:

  • The rebrand expands the mission: Childfree Life By Design goes beyond financial planning to cover relationships, career pivots, healthcare navigation, community building, and finding meaning on your own terms.
  • Traditional planning doesn't work for Childfree people: The financial planning industry is built around funding college educations and passing wealth to the next generation, leaving Childfree individuals without tailored resources.
  • Childfree planning is actually more complex: End-of-life planning, long-term care, and determining who makes decisions when you can't advocate for yourself require more intentional planning without children.

Meet the Team:

Dr. Jay Zigmont, CFP® - Founder & CEO of Childfree Wealth®, Childfree Trust®, & Childfree Insights. Author of "The Childfree Guide to Life and Money."

Bri Conn, CFP® - Customer Experience Manager at Childfree Trust® and co-host. Bri joined the Childfree space after connecting with Dr. Jay while studying to become a CFP® professional.

Fiona Waller, MSW, LCSW, CFP® - Childfree Wealth Specialist® at Childfree Wealth®. Fiona brings a unique perspective as a former therapist, focusing on the intersection of mental health and money using a trauma-informed background to help clients align their financial and life plans with their values.

Scott Barnes, CFP®, TPCP®, CLTC - Associate Advisor at Childfree Wealth®. Scott is the go-to expert for long-term care strategies and tax planning questions.

Maddy Roche - Chief Growth Officer at Childfree Trust® and responsible for all sales & marketing initiatives.

Alli Gage - Chief of Staff at Childfree Insights. Alli is the behind-the-scenes coordinator who ensures all organizations operate in an orderly fashion across the board.

About Childfree Life by Design:

Childfree Life By Design is dedicated to helping Childfree individuals thrive by providing resources, guidance, and community. We recognize that when you've made a decision roughly 75% of the population doesn't make, conventional wisdom simply doesn't apply to you. Our mission is to help you design a life that works for you, covering everything from finances and relationships to career decisions and building support networks that will actually be there when you need them.

Connect with Us:

Ready to design your ideal Childfree life? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com

Join the conversation on social media:

Instagram: https://www.instagram.com/childfreeinsights
Facebook: https://www.facebook.com/ChildfreeInsights/
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...