Episode description

In this latest episode of Let's Talk Money and More Podcast we are joined by Jay Zigmont. Dr Jay Zigmont, PhD, MBA, CFP® is the Founder and CEO of Childfree Wealth®, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people. Childfree Wealth is the first life and financial planning firm dedicated to serving Childfree people. He is also the author of the book “Portraits of Childfree Wealth” and the upcoming book “The Childfree Guide to Life and Money.” And the co-host of the Childfree Wealth podcast. His Ph.D. is in Adult Learning from the University of Connecticut. In this episode, Jay dives deep into the unique financial planning needs of childfree individuals and exploring the societal pressures they face in shaping their money story.

Key Takeaways

• Childfree financial planning requires a specialized approach, considering long-term care, power of attorney, and re-evaluating traditional planning assumptions.
• Society's pressure to conform to a "life script" can lead to judgment and assumptions for childfree individuals that can impact their financial planning journey.
• Embracing individual happiness and fulfillment is a crucial factor in shaping one's money story, challenging traditional views of success and societal expectations.

Connect with Jay Zigmont

Childfree Wealth https://childfreewealth.com

Childfree Wealth Podcast https://childfreewealth.buzzsprout.com 

Instagram https://instagram.com/childfreewealth

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