This episode is a recording from Dr. Jay’s latest talk at the Childless Collective Summit in April. In his talk, he discusses his experiences at financial conferences and his work with both childfree individuals and financial professionals, while sharing an engaging narrative on how being childfree impacts one's life and finances.

You’ll hear him challenge the standard life script and encourage listeners to envision their ideal life and work towards it. The conversation also delves into the importance of simplifying finances and aligning financial goals with personal values. With fascinating insights on retirement strategies, estate planning, and long-term care for the childfree, this episode is a must-listen for anyone navigating their financial journey without kids.

Don't miss out on this talk challenging the norms and providing a fresh perspective on managing finances as a childfree individual!

​​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 podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Stay up to date with Childfree Wealth® by signing up for our newsletter here! 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.

Ed Coambs is a former firefighter, now CFP® Professional & family financial therapist. In this episode, Jay and Ed delve into the intricate intersection of love, money, and psychology.

You’ll hear them explore the dynamics of couples' finances, the importance of understanding past experiences and attachment styles, and the key role these play in shaping our financial behaviors. Discussing the blurred lines between financial therapy, coaching, and planning, you’ll also hear insightful tips on navigating control issues within relationships.

Ed stresses the value of psychoeducation, empathy, and shared meaning in building financial intimacy. Addressing the challenges faced by childfree couples and entrepreneurs, they highlight the necessity of communication and understanding each other's narratives. From tackling 'fantastical thinking' to creating a healthy 'control paradigm', this episode is a deep dive into the fascinating world of financial psychology.

Tune in to hear two experts nerd out about money and relationships!

Connect with Ed:

+ Healthy Love & Money Website

+ Healthy Love & Money Podcast

+ Facebook

+ Instagram

+ LinkedIn

​​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 podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!

Instagram | Facebook | LinkedIn

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

In this conversation, Bri & Dr. Jay review her third CERTIFIED FINANCIAL PLANNER™ course focused on investments. As part of her professional journey, Bri undertakes these courses to enhance her understanding and skills in various areas of financial planning. The investment planning course is a crucial component of the CFP® Professional curriculum, designed to equip financial planners with the knowledge and skills to make informed investment recommendations to their clients.

Through candid discussion, Bri shares insights and learnings from the course, covering a wide range of topics from fixed income and equities to pooled investments and derivatives. She also talks about investment risks, valuation of bonds and stocks, portfolio management, investing strategies, and the importance of tax-efficient investing while emphasizing the concept of simple, long-term passive investing.

Resources:

• What does a CFP® Professional learn? Pt. 1 Introduction
• What does a CFP® Professional learn? Pt. 2 Insurance

​​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 podcast@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Stay up to date with Childfree Wealth® by signing up for our newsletter here! Schedule a meeting with a Childfree Wealth Specialist® here!

Instagram | Facebook | LinkedIn

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