Best Dr Jay Zigmont Cfp Amp Bri Conn Podcasts (2025)

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Giving with a "Warm Hand": Alison Patterson on Intentional Philanthropy, Ep 157 32:25

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3h ago32:25

32:25

Ever feel like you don't have enough to make a real difference? Or maybe you're just overwhelmed by all the options for giving? You're not alone. This week, we're joined by Allison Patterson of Patterson Philanthropic Advisors, who acts as a "giving coach" to help everyday people create a strategy for their generosity. Listen in to learn how to mak…

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The Scariest Thing I've Ever Done: Behind the Scenes of a TEDx Talk, Ep 156 25:49

7d ago25:49

25:49

This episode takes a departure from the usual financial advice to get an unfiltered look at Dr. Jay’s journey to the TEDx stage. Listeners will hear about the months of intense preparation, the fear of stepping on stage, and the unexpected challenges that arose along the way, including a moment where he completely forgot his script. The episode exp…

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Unpacking Your Perks: Making the Most of Your Employee Benefits with Christy Smith, Ep 155 32:41

14d ago32:41

32:41

Ever feel like your employee benefits package is a mystery? You're not alone! In this episode, Bri sits down with benefits expert Christy Smith from The Horton Group, a Marsh & McLennan Agency, to demystify the world of workplace perks. Christy, who has extensive experience in HR and as an employee benefits broker, shares insights on everything fro…

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The $14 Million "Problem": Jennifer's Journey to a Joyful, Work-Optional Life, Ep 154 48:57

21d ago48:57

48:57

Join us for a truly inspiring conversation with Jennifer, who's redefining retirement on her own terms! We dive deep into her desire to retire sooner rather than later, ideally without a mortgage still in play, and how she's navigating the unpredictable market with confidence. Jennifer shares her vision for a leisure-filled life, complete with trav…

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The Hidden Costs of Passion: How It Can Lead to Burnout and What to Do About It with Jennifer Gray, Ep 153 45:27

28d ago45:27

45:27

Ever feel like your passion is actually… burning you out? This week, we're diving deep into the often-unseen downsides of passion-driven work with licensed mental health therapist and entrepreneurial wellness specialist, Jennifer Gray. We explore how that fiery drive can unknowingly fuel overwork, blur your personal identity, and even make you blin…

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I'll Make You Quit Your Job - Pt. 3: The How, Ep 152 29:54

1M ago29:54

29:54

Ever dreamed of quitting your job but wondered, "How the heck do I actually do it?" This episode is for you! In the final episode of our “I’ll Make You Quit Your Job” series, we’re diving deep into the mechanics, finances, and structure needed to make that leap when you've decided it's time for a change. Bri and Dr. Jay discuss how much money you n…

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Quitting Amazon: Stephanie Ramos’ Inspiring Story on Designing a Life You Love, Ep 151 34:18

1M ago34:18

34:18

Ever wondered what it's like to quit a big tech job without a Plan B and actually thrive? Join us for an inspiring conversation with Stephanie Ramos, who went from "LinkedIn famous" to living her best childfree life! Stephanie shares her candid experience leaving Amazon, and how having "F.U. money" allowed her to prioritize her well-being over a pa…

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I'll Make You Quit Your Job - Pt. 2: The Why, Ep 150 27:37

2M ago27:37

27:37

What if the biggest thing standing between you and a better life… is your job? In this episode, Bri and Dr. Jay get real about why so many Childfree people stay in jobs they hate—and what it would take to finally walk away. From financial fears to cultural expectations to the ever-persistent voice in your head saying, “but it’s good money,” we unpa…

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REPLAY: I'll Make You Quit Your Job - Pt. 1, Ep 149 22:16

2M ago22:16

22:16

What happens when your financial planner keeps telling clients to quit their jobs? Dr. Jay Zigmont, CFP® and Bri Conn, CFP® unpack the now-infamous tagline: "I'll Make You Quit Your Job." From sabbaticals to soul-searching, this conversation is full of real talk, tough love, and a refreshing challenge to the status quo—especially for the Childfree …

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Luxury Aging: What Long-Term Care Looks Like When Money’s Not the Problem, Ep 148 30:05

2M ago30:05

30:05

What if aging didn’t have to feel like a downgrade? In this episode, Jay and Bri explore what long-term care can look like when you’ve got the financial resources to design it your way. From high-end independent living communities to cruise ships and even Golden Girls-style co-living, this conversation is packed with creative (and practical!) ways …

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Who Takes Care of You When You Can't? Long-Term Care Planning with Scott Barnes, CFP®, CLTC®, Ep. 147 31:35

2M ago31:35

31:35

Long-term care is one of the most complicated and overlooked parts of financial planning, especially when you're Childfree. Without kids to step in, who actually takes care of you when you can’t? In this episode, Dr. Jay sits down with Scott Barnes, CFP® and CLTC®, to explore what care really costs, what insurance does (and doesn’t) cover, and how …

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Values, Not Just Profits: Rethinking ESG with Pete Krull, Ep. 146 29:04

3M ago29:04

29:04

In this episode, Dr. Jay sits down with Pete Krull, a pioneer in sustainable investing, to unpack what it really means to align your money with your values. They explore how ESG has become politicized, what the media gets wrong about ethical investing, and why ‘green hushing’ might be the most honest thing happening in finance right now. Whether yo…

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Living Abroad: Andy & Libbi’s Journey to a Simpler, Happier Life in Europe, Ep. 145 32:05

3M ago32:05

32:05

What does it really take to leave everything behind and start a new life abroad? In this episode, Dr. Jay reconnects with Andy and Libbi to talk about their move from Hawaii to the French countryside—and how financial independence made it possible. From navigating long-stay visas and currency conversions to learning a new pace of life, they share t…

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Celebrating the Curious Life: Childfree Living, Community, and Conversations That Matter with Emily Paulsen, Ep 144 41:30

3M ago41:30

41:30

What if the life you're living was always enough, no kids required, no apologies necessary? In this episode, Bri sits down with Emily Paulsen, the founder of Curious Life of a Childfree Woman, to explore what it means to build a joyful, curious, and unapologetically Childfree life. From starting her podcast and navigating judgment to building commu…

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Childfree, Retired (Almost), and Figuring It Out: Travel, Money, and Boundaries with Robert and Pamela, Ep. 143 57:11

3M ago57:11

57:11

How do you plan your finances when there’s no one but the two of you to consider? For Childfree couples, that question changes everything. It shapes how much is enough, and what role family plays in your future. In this episode, Bri sits down with Pamela and Robert, a Childfree couple who’ve spent nearly three decades as Team Us. Robert is already …

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Managing Money as a Couple: Yours, Mine, Ours, or Something Else Entirely? Ep 142 30:05

4M ago30:05

30:05

How should couples manage money when marriage isn’t a given and independence still matters? In this episode, Dr. Jay and Bri break down what it really means to combine (or not combine) finances as a couple, especially when you’re Childfree. Whether you’re all in on joint accounts or prefer a roommate-style setup, they cover the legal, emotional, an…

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Meet the People Powering Childfree Wealth®, Ep. 141 42:08

4M ago42:08

42:08

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…

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Caregiving Basics: Talking Boundaries and Family with Drs. Julia Mayer and Barry Jacobs, Ep. 140 29:09

4M ago29:09

29:09

In this episode, Dr. Jay talks with Drs. Barry Jacobs and Julia Mayer — co-authors of The AARP Caregiver Answer Book — about what it really takes to be a caregiver, why setting boundaries matters, and how to make caregiving more manageable for everyone involved. Together, they share real-life stories, cultural tensions, and practical strategies for…

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Who's Looking Out for You? Elder Abuse, End-of-Life Planning, and Protecting Your Future, Ep. 139 32:05

4M ago32:05

32:05

Elder abuse is more common than you think. And if you’re Childfree or aging solo, you might be more vulnerable to it unless you have a plan in place. In this episode, Dr. Jay and Bri talk through the financial and emotional realities of elder abuse, how it shows up in real life, and what it means to protect yourself or your loved ones as you age. F…

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Who Handles It All When You're Gone? Death, Legacy, and Planning for a Solo Life with Marni Blank, Ep. 138 31:06

4M ago31:06

31:06

Let’s be real. Death isn’t optional. But having a plan? That part is up to you. In this episode, Dr. Jay sits down with Marni Blank, end-of-life doula and founder of Begin with the End, to unpack what it really means to prepare for death and aging when you’re Childfree or solo. From digital logins and legal paperwork to caregiving and community, th…

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Planning for Parents: What If Your Parents Run Out of Money? Ep 136 33:41

5M ago33:41

33:41

Planning for aging parents is hard. It’s even harder when there’s no financial safety net. In this episode, Dr. Jay and Bri walk through the real-life challenges of supporting parents who may not have the means—or the plan—for their long-term care. From boundaries and Medicaid to power of attorney, family dynamics, and even “granny pods,” they shar…

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Planning for Parents: What Happens When You Inherit the Responsibility, Ep 137 34:13

5M ago34:13

34:13

Having parents with money doesn’t mean planning is easier—just different. In this episode, Dr. Jay and Bri explore what it really means to be the childfree adult expected to step in when your wealthy parents age, pass, or hand over the keys to the family empire. From complex trust structures to inherited businesses, sibling conflict, and the emotio…

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Andy and Libbi Planning Session 4: France, FIRE, and the Big What If, Ep 135 58:45

5M ago58:45

58:45

Andy and Libbi are back with big updates, bigger decisions, and a whole new plan. After six months of financial planning, a few international job offers that didn’t pan out, and many late nights researching visa rules, they’ve chosen to lean fully into early retirement and build a new life in France. In this episode, Dr. Jay reconnects with them to…

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Life Insurance Without Kids: Protection or Overkill? Ep 134 22:26

5M ago22:26

22:26

Being Childfree comes with its own set of financial rules—so does that mean life insurance is off the table? In this episode, we dive into whether Childfree individuals actually need life insurance, uncovering scenarios where it might make sense (hint: it usually doesn’t!). We explore why term life insurance could be valuable if others truly rely o…

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Creating Real Connections: Building a Childfree Community with Florence Wlodarski, Ep 133 31:03

5M ago31:03

31:03

Finding your people as a childfree adult isn’t always easy—and the bigger the city, the harder it can be. In this episode, Jay sits down with Florence Wlodarski, founder of Parallel, a social club designed specifically for people living without children. They dive into what it really means to create meaningful community when your lifestyle doesn’t …

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From Learning To Action: When Dr. Jay and Bri Are the Voices in Your Head, Ep. 132 25:44

6M ago25:44

25:44

Are you stuck in the loop of consuming financial content without actually making meaningful changes? You're not alone! In this episode, we dive deep into why turning knowledge into action is critical for your financial and personal growth—especially when you're Childfree. You'll learn why monthly financial check-ins focused on one or two concrete a…

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Planning Session 3: Job Offers, Global Moves, and Financial Flexibility: Andy & Libbi’s Big Decision, Ep 131 56:19

6M ago56:19

56:19

Episode 3 of the Financial Planning Series: In this episode, we continue our deep dive into Andy and Libbi’s financial planning journey as they face a life-changing decision: a potential job opportunity in Germany. Dr. Jay guides them through the financial and lifestyle implications of an international move, exploring key topics like tax considerat…

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Living the Golden Life: Solo Aging Strategies with Dr. Sara Zeff Geber, Ep 130 38:31

6M ago38:31

38:31

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 lif…

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Putting the Cart Before the Horse: Why Your Emergency Fund Should Come Before Investing, Ep 129 24:43

6M ago24:43

24:43

When it comes to financial planning, are you guilty of putting the cart before the horse? In this episode, we dive into why building an emergency fund of 3-6 months of expenses is your crucial first step—especially if you're a high-income earner tempted to skip the basics for bigger, flashier investments. We'll break down practical strategies, incl…

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Retirement Redefined: Planning for a Fulfilling Future, Ep 128 33:40

7M ago33:40

33:40

Retirement isn’t just a finish line—it’s a whole new chapter to design! Join Bri and Dr. Jay as they dive into the essentials of retirement planning, mixing practical advice with a fresh, fun approach. From the 4% withdrawal rule to navigating healthcare and long-term care, they cover everything you need to feel confident about your future. But it’…

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Andy and Libbi Planning Session 2: Retiring Early, Living Abroad, and Investing Smarter, Ep 127 56:00

7M ago56:00

56:00

In this second episode of our Financial Planning Series, Dr. Jay takes you behind the scenes of his work, guiding Andy and Libby on their journey to early retirement. Together, they explore life in the Dominican Republic, refine their investment strategy, and tackle real-world challenges like maximizing 401(k) contributions, boosting international …

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Unraveling Your Money Story: Healing Financial Trauma with Shannah Game, Ep 126 33:31

7M ago33:31

33:31

How much of your financial behavior is shaped by your past? 🤔 In this episode, financial planner and trauma money specialist Shannah Game joins us to explore the deep connection between emotions, psychology, and financial decision-making. We discuss how childhood experiences, societal norms, and personal beliefs shape our money habits—often without…

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Breaking Free from Your Money Mindset: How Upbringing Shapes Your Financial Future, Ep 125 28:59

7M ago28:59

28:59

Have you ever wondered why you think about money the way you do? In this episode, Bri and Dr. Jay dive into the powerful (and often hidden) ways our upbringing shapes our financial mindsets. Bri opens up about growing up with a religious lens on money, while Dr. Jay reflects on a family focus on personal excellence. Together, they explore privilege…

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Childfree Wealth® Checkup: Planning for Early Retirement with Ann, Ep 124 1:04:11

7M ago1:04:11

1:04:11

Ever wonder what a live Childfree Wealth Checkup is like? Join Dr. Jay as he collaborates with Ann, a trailblazing client with a $1.1M net worth, who dreams of retiring early to embrace van life, steward trails, and explore national parks. Together, they uncover the path to retiring at 45 while balancing caregiving responsibilities and planning a c…

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Childfree Financial Planning: Building a Life You Love Today (and Tomorrow), Ep 123 40:49

8M ago40:49

40:49

Work with Bri and Dr. Jay! Schedule your Childfree Wealth Checkup here! https://childfreewealth.com/schedule-a-checkup/ Being childfree comes with unique financial opportunities and challenges—and planning for the future requires a different approach. In this episode, we explore key strategies for childfree individuals to secure their financial ind…

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Buy What You Love Without Going Broke with Jill Sirianni, Ep 122 35:41

8M ago35:41

35:41

Jill Sirianni, co-host of the Frugal Friends Podcast, joins us to talk about her new book, co-authored with Jen Smith, "Buy What You Love Without Going Broke." Jill dives into the power of mindful spending, embracing the "radical middle" in financial decision-making, and applying Maslow's hierarchy of needs to your money. In this episode, Jill also…

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Andy and Libbi Planning Session 1: From Debt to Dreams & Early Retirement, Ep 121 53:34

8M ago53:34

53:34

Book Your Childfree Wealth Checkup Today! Welcome to Episode 1 of our Financial Planning Series with Andy and Libbi! Get an insider view as Dr. Jay guides Andy and Libbi through their monthly client calls to optimize their financial planning for this childfree couple. 💸In this 1st session, Dr. Jay explores their story—from tying the knot in 2010,…

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Finding Purpose Beyond Financial Independence with Doc G, Ep 120 37:02

8M ago37:02

37:02

In this episode, Dr. Jay sits down with Dr. Jordan Grumet (Doc G) to explore his shift from full-time medicine to part-time hospice care—and the profound lessons he’s learned about life’s purpose along the way. Drawing from his upcoming book The Purpose Code (releasing January 7, 2025), Doc G breaks down the difference between “big P” purpose—goal-…

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Life First, Then Finances. Here’s Why… Ep 119 33:31

9M ago33:31

33:31

In this thought-provoking episode we dive deep into why life planning should take precedence over financial planning—especially for those who are childfree. Bri and Dr. Jay explore different life planning strategies based on relationship status, stress the importance of open communication between couples, and critique the traditional work-for-retir…

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New Year, New You: Reflect, Plan, Thrive, Ep 118 25:54

9M ago25:54

25:54

2025 is here—are you ready to make it your best year yet? In this episode, Dr. Jay explores how to reflect on the wins and challenges of last year, set goals that fit your unique life, and build habits that actually stick. Whether you’re focused on improving your health, managing your finances, or growing personally, this episode is all about progr…

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Special Episode 19: Avoiding Financial Pitfalls in the 'Boring Middle' Phase 10:28

9M ago10:28

10:28

Are you stuck in the 'boring middle' of your financial journey? 🤔 In this last episode of our special series, Dr. Jay unpacks Chapters 21 and 24 of The Childfree Guide to Life and Money. From mastering your money mindset to navigating different financial perspectives in relationships, we explore what really drives success. Plus, discover how to avo…

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Special Episode 18: Healthcare, Medicare, and Retirement for the Childfree 7:50

9M ago7:50

7:50

Are you ready for retirement? 🕰️ In this special episode, we dive into Chapters 22 and 23 of The Childfree Guide to Life and Money to tackle Social Security, healthcare, Medicare, and long-term care. From planning for reduced Social Security benefits to understanding Medicare coverage and skyrocketing healthcare costs, this discussion helps childfr…

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Special Episode 17: Rethinking the 4% Rule: Financial Independence Without Dependents 6:59

9M ago6:59

6:59

How does the 4% Rule stack up for the childfree community? 🤔 In this special episode, Dr. Jay dives into Chapter 20 of The Childfree Guide to Life and Money, rethinking traditional financial planning for those without dependents. From adapting the 4% Rule to embracing a new purpose after financial independence (FI), this discussion reshapes the way…

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Behind the Pages: Writing "The Childfree Guide to Life and Money", Ep 117 28:14

9M ago28:14

28:14

What’s it like to create a book that speaks directly to the heart of the childfree community? Dr. Jay shares the ups, downs, and surprising discoveries from creating The Childfree Guide to Life and Money. From the eye-opening stat that 94% of childfree people report being happy (yes, you read that right!) to innovative tools like the 'Eight NO BABY…

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Special Episode 15: Buy or Rent? A Childfree Perspective 7:48

10M ago7:48

7:48

Is buying a house the right move, or is renting the better path for you? In this episode of the Childfree Wealth Podcast, we tackle the timeless debate: buying versus renting. From assessing your financial readiness to understanding the long-term costs and benefits, we explore how to make housing decisions that align with your goals. Whether you're…

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Special Episode 16: Turning Passion Into Profit: Business Advice for the Childfree 8:49

10M ago8:49

8:49

In this special episode, Dr. Jay explores Chapter 19 of The Childfree Guide to Life and Money, diving into entrepreneurship for childfree individuals. Learn how to separate personal and business finances, leverage 1099 income, and maximize small-business perks like Solo 401(k)s and healthcare write-offs. Whether it's a side gig or a passion project…

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Special Episode 14: The Tax-Saving Secrets Every Childfree Person Should Know 7:16

10M ago7:16

7:16

Taxes aren’t just about filing—they’re about strategy. In this special episode, Dr. Jay dives into Chapter 17 of Childfree Guide to Life and Money, breaking down tax planning for the childfree community. From income vs. capital gains taxes to backdoor Roth IRAs, this chapter is your key to tax-efficient wealth-building. Listen now to take control o…

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Money Goals, FIRE Dreams, and Screenless Sundays with Bernadette Joy, Ep 116 37:09

10M ago37:09

37:09

What if you could crush $300K in debt, build a $1M net worth, and still have time for joy and balance? 💡 In this episode of the Childfree Wealth Podcast, Dr. Jay sits down with Bernadette Joy, founder of Crush Your Money Goals, to talk about her incredible financial journey. From wiping out massive debt in three years to planning early retirement b…

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Special Episode 13: Wind Down Your Wealth 9:53

10M ago9:53

9:53

In this next installment of our special book series, we dive into Chapter 16 of The Childfree Guide to Life and Money, titled "No Baby Step Eight: Wind Down Your Wealth." Dr. Jay guides listeners through the essential steps childfree individuals should take when transitioning from saving to spending, a crucial phase of financial planning that’s oft…

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Never Too Late: Bill Yount’s Financial Comeback Ep. 115 45:07

10M ago45:07

45:07

Join Dr. Jay as he sits down with Bill Yount, ER doctor and creator of Catching Up to FI, to explore the journey to financial independence—no matter when you start. Bill shares his inspiring story of taking control of his finances at age 50 after living paycheck to paycheck, proving it’s never too late to change your financial future. With unique i…