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 retired. Pamela is still working, not out of necessity but to fund the freedom and travel they both value. They also face a common Childfree tension: how to live fully now while navigating guilt, caregiving expectations, and financial boundaries.

If you’ve ever wondered how to spend your money without legacy pressure or how to set limits with aging parents, this one’s for you.

We’ll cover:
[1:15] Discovering Childfree Wealth and rethinking what retirement means
[2:40] Why their joint approach to money just works
[7:35] Retiring "early enough" and choosing purpose over a bigger pension
[13:00] Supporting parents without sacrificing your own goals
[21:11] How travel became their biggest shared value
[31:36] Navigating solo vs. shared travel, and planning for quality over quantity
[41:00] Drawing the line: compassion fatigue, boundaries, and family expectations

Mentioned in this episode:

• Morningstar podcast episode featuring Dr. Jay
• Die with Zero by Bill Perkins
• The Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/

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.

Like the show? Leave us a rating & review!

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!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.

Instagram: @childfreewealth

Facebook: @childfreewealth

LinkedIn: @childfree-wealth

YouTube: @ChildfreeWealthPodcast

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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, and financial conversations that actually make it work. From disability and debt to fruit dresses and prenups, this episode tackles the nuances of doing life and money together, your way.

We'll cover:

• (00:00) Navigating Finances as a Couple
• (02:49) Understanding Marriage and Finances
• (06:05) The Importance of Financial Planning Together
• (09:09) Exploring Different Financial Structures
• (11:57) Weekly Financial Check-ins
• (14:45) Managing Separate Finances
• (17:54) Creating Joint Goals and Agreements
• (20:54) Finding Fairness in Contributions
• (24:06) The Role of Documentation in Financial Planning
• (27:13) Final Thoughts on Financial Structures

Mentioned in this Episode:

• Join the Childfree Trust Waitlist: https://childfreelegacy.com
• Schedule your Childfree Wealth Checkup: https://childfreewealth.com/schedule-a-checkup/

Want more insights like this? Sign up for our newsletter HERE and get advice tailored to your life.

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.

Like the show? Leave us a rating & review!

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!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.

Instagram: @childfreewealth

Facebook: @childfreewealth

LinkedIn: @childfree-wealth

YouTube: @ChildfreeWealthPodcast

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

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:

• 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

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.

Like the show? Leave us a rating & review!

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!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.

Instagram: @childfreewealth

Facebook: @childfreewealth

LinkedIn: @childfree-wealth

YouTube: @ChildfreeWealthPodcast

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.