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 crowd.

🔹 00:30 – Why Bri says Dr. Jay's tagline should be “I’ll make you quit your job”
🔹 02:25 – The truth about job dissatisfaction and the “File” lifestyle
🔹 05:00 – Why your 18-year-old self shouldn't make your lifelong career decisions
🔹 10:00 – Dr. Jay’s three-step sabbatical formula (Netflix included!)
🔹 15:30 – The $100K myth and why money doesn’t buy meaning
🔹 20:00 – The messy magic of making a change—and the light on the other side
🔹 22:00 – Whose voice is in your head... and how to find your own

Whether you're burnt out, bored, or just stuck—this episode dares you to imagine what life could look like if you actually did what you wanted.

The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, 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.

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 to age with intention, dignity, and—yes—luxury.

Whether you're planning for your own care or helping someone else, this episode reminds you: your money should serve your future, not limit it.

⏱️ Timestamps:

• (00:01) Can you age in luxury? A new lens on long-term care
• (02:00) Aging at home: comfort vs. cost
• (03:50) Why hiring an aging care manager changes the game
• (06:00) Retirement communities with concierge-level perks
• (08:00) Golden Girls dreams (yes, even a castle!)
• (12:00) CCRCs: the "set it and forget it" care model
• (18:00) What to know about paying for it all—and why inheritance shouldn't come first
• (25:00) Who will actually make decisions for you?
• (27:00) Introducing: Childfree Trust® – care, covered.

Mentioned in this Episode:

• The Village on Morehead https://villageonmorehead.com/
• RiverWoods https://riverwoodsnh.org/
• A Change of Habit: Leaving Behind My Husband, Career, and Everything I Owned to Become a Nun https://www.penguinrandomhouse.com/books/726581/a-change-of-habit-by-sister-monica-clare/
• CareAlly https://www.joincareally.com/
• Childfree Trust® https://childfreetrust.com/

The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, 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.

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 to start building a plan you can trust.

We'll cover:

[1:21] Talking to your partner or planner about future care

[2:41] Why Medicare won’t help and Medicaid only steps in once you’re broke

[5:07] How much to set aside if you plan to self-fund

[6:28] When it makes sense to consider long-term care insurance

[12:08] Who qualifies for coverage and when to apply

[14:47] What insurers look for and how to avoid being denied

[17:59] Why Medicaid beds are hard to find in nicer facilities

[20:14] What to consider if you never end up using your coverage

[22:34] The consequences of waiting too long to plan

[25:05] What to do if you don’t qualify for insurance

[26:48] The difference between standalone and combo long-term care products

[27:38] What to watch out for when speaking to insurance brokers

This episode also includes a sneak peek at Childfree Trust®, a new service launching soon to serve as your power of attorney, executor, or trustee if you don’t have anyone to fill those roles. If you’ve ever wondered how to make long-term care decisions when you're solo, this one’s for you.

Mentioned in this Episode:

* Childfree Trust waitlist: https://childfreetrust.com/

* Schedule your Childfree Wealth® Checkup: https://Childfreewealth.com/schedule-a-checkup/

* Read more about long-term care: https://childfreewealth.com/resources/long-term-care-childfree/

* Get a quote for long-term care insurance through LLiS: https://allis.llis.com/quoterequest

* Dr. Jay’s Book "Portraits of Childfree Wealth": https://a.co/d/e4vLB2v

The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, 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.